IndusInd Bank appears to be over the hump. The inexpensive valuation, therefore, merits attention.
Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.
Though prima facie Yes Bank's FPO price looks enticing, it hides more than it reveals. We do not see Yes Bank embarking on a sustainable profitable journey anytime soon and we doubt if the structural flaws can be reversed in a hurry
TCS will emerge as a strong long-term survivor post the current tumult
In the troubled macro environment Muthoot Finance remains an island of relative safety,
No better time than the current crisis to add it for the long term.
We would advise investors to add HCL Tech on every market correction as the long-term proposition remains strong and the company is likely to be a winner in the post Covid-19 era of new normal.
The ride ahead is bumpy for Yes Bank and hence, best avoided especially since a lot of high quality peers are now available at a bargain in the ongoing correction.
Investors with higher risk appetite may consider IIB.
Our view is a broad market correction could impact the stock and we therefore recommend a gradual accumulation taking advantage of every market decline.
Moneycontrol's Sakshi Batra does a 3-Point Analysis of the company's earnings and the outlook going forward.
Moneycontrol's Sakshi Batra does a 3-Point Analysis to understand the key fineprint and the outlook on the company.
Given the strong industry dynamics and Safari’s vantage positioning, the in-coming weak phase could be an opportunity to accumulate the stock for the long term
We feel companies like Titan are best placed to capture a wallet share of growing, aspirational and affluent Indians and hence, an excellent bet for the long term.
We see the strategy gradually bearing fruit and would recommend accumulation on any weakness.
The stock offers great value at the current level
The stock’s current valuation appears to be pricing in most of the concerns. For long-term investors, the ongoing weak phase provides an accumulation opportunity.
The potential upside from new initiatives have not been factored in the valuation yet and could be long-term drivers of earnings/valuation
We find the valuation reasonable
Given the healthy first half, long-term prospects of the business and attractive valuations, investors should continue to repose faith in the company
We do not see the runaway outperformance to continue. Investors should use dips to build position
The earnings disappointment, subdued near-term outlook and valuation premium leave the door open for a near-term stock price correction.
We advise investors to wait for any weakness to gradually get into the stock.
While the headline valuation looks heady, it has to be seen in the context of the strong earnings growth expected in the coming years