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Budget 2023
Budget 2023
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  • VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar Jan 27, 2023 11:02 AM IST

    VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar

    VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe

  • Why this old private sector bank can re-rate further Jan 25, 2023 09:19 AM IST

    Why this old private sector bank can re-rate further

    With a granular deposit base and robust growth in advances, Karur Vysya Bank’s earnings trajectory is set to gain further traction

  • Axis Bank Q3 FY23 – Can it close the valuation gap with private peers? Jan 24, 2023 09:31 AM IST

    Axis Bank Q3 FY23 – Can it close the valuation gap with private peers?

    Earnings growth trajectory likely to remain strong for Axis Bank, aided by improving macro and rapid market share gains

  • Kotak Mahindra Bank Q3 FY23 – Why the below-par show should reverse Jan 23, 2023 09:54 AM IST

    Kotak Mahindra Bank Q3 FY23 – Why the below-par show should reverse

    The growth trajectory of Kotak Mahindra Bank looks decent on the back of a comfortable capital position, right asset mix, strong margin, and market share gains

  • Why an emphatic 'no' to Yes Bank? Jan 23, 2023 09:17 AM IST

    Why an emphatic 'no' to Yes Bank?

    The task of expanding the RoA for Yes Bank will be arduous because of subdued growth, modest margin, and sticky costs

  • AU SFB: Can the underperformance reverse? Jan 20, 2023 09:54 AM IST

    AU SFB: Can the underperformance reverse?

    Growth is unlikely to slacken at AU as long as the macro remains positive and the valuation looks relatively attractive

  • IndusInd Bank Q3 — Steady quarter with great earnings outlook Jan 19, 2023 09:40 AM IST

    IndusInd Bank Q3 — Steady quarter with great earnings outlook

    Growth, along with with steady margin, stable cost matrix, and benign credit cost should support further expansion in the RoA for IndusInd Bank

  • Federal Bank Q3 FY23: Picture-perfect earnings, more re-rating awaited Jan 17, 2023 09:26 AM IST

    Federal Bank Q3 FY23: Picture-perfect earnings, more re-rating awaited

    With most parameters looking solid, the expansion in the RoA should continue for Federal Bank

  • Better be cautious on Wipro after Q3 FY23 Jan 16, 2023 09:33 AM IST

    Better be cautious on Wipro after Q3 FY23

    The disconnect between order flows and execution is baffling; one should wait for performance to catch up before turning constructive

  • HCL Tech Q3 FY23 – All-round strong show Jan 13, 2023 09:24 AM IST

    HCL Tech Q3 FY23 – All-round strong show

    HCL Tech remains positive on tech spends of clients and their compulsion to continue with digital transformation and cloud adoption

  • Infosys Q3 FY23 – Should you buy the growth leader in large cap? Jan 13, 2023 09:22 AM IST

    Infosys Q3 FY23 – Should you buy the growth leader in large cap?

    Investors should judiciously capitalise on market correction to go long on Infosys

  • More gain in store for the RateGain stock? Jan 12, 2023 09:43 AM IST

    More gain in store for the RateGain stock?

    The acquisition of Adara a big plus for RateGain, but investors should look for a better entry point, given the current gyration in technology stocks

  • TCS – What should investors do after a decent Q3? Jan 10, 2023 08:39 AM IST

    TCS – What should investors do after a decent Q3?

    The next financial year is likely to be softer though the medium- to long-term outlook for the company remains positive

  • Is there a correct level to start logging into IT stocks? Dec 29, 2022 09:29 AM IST

    Is there a correct level to start logging into IT stocks?

    Long-term investors could look to add some strong technology companies at a price correction

  • Happiest Minds – Why a steeper correction is possible Dec 26, 2022 10:08 AM IST

    Happiest Minds – Why a steeper correction is possible

    The valuation is still heady in comparison to global peers and there is room for further correction in the stock

  • Is it time to look at Persistent Systems? Dec 19, 2022 09:31 AM IST

    Is it time to look at Persistent Systems?

    Strong revenue traction, improving margin, steady order flows, and waning supply-side concerns put it in a vantage position

  • Why any bad day in the market is good to add Coforge Dec 07, 2022 11:24 AM IST

    Why any bad day in the market is good to add Coforge

    Multiple growth levers at play, brightening the prospects for Coforge

  • Karur Vysya Bank: Why there is upside in spite of the huge run-up Dec 05, 2022 01:32 PM IST

    Karur Vysya Bank: Why there is upside in spite of the huge run-up

    Business growth, stability in margin, improvement in cost-to-income ratio, and lower credit cost to support earnings

  • HDFC Securities bets on these 5 smallcaps for next 2-3 quarters Dec 02, 2022 08:09 AM IST

    HDFC Securities bets on these 5 smallcaps for next 2-3 quarters

    Marksans Pharmaceuticals, PDS, Lumax Auto Technologies, Devyani International, Mishra Dhatu Nigam are among the top 5 smallcap picks of HDFC Securities.

  • RateGain Travel Technologies: Why this SaaS player looks interesting amid market weakness Nov 23, 2022 01:35 PM IST

    RateGain Travel Technologies: Why this SaaS player looks interesting amid market weakness

    For RateGain, sectoral tailwinds are strong and the company is geared to maximise this opportunity with its own suite of products and possible addition through the inorganic route

  • Safari – What after the huge outperformance? Nov 21, 2022 09:41 AM IST

    Safari – What after the huge outperformance?

    The consistent financial performance and strong sector tailwinds make Safari a very interesting bet for the long term

  • IRCTC Q2 FY23: Why this train ride may get boring for investors Nov 17, 2022 09:46 AM IST

    IRCTC Q2 FY23: Why this train ride may get boring for investors

    While we continue to like the travel and tourism sector, IRCTC’s earnings trajectory beyond FY23 is unexciting. Hence, investors can board this train only if there is a meaningful correction in the stock price.

  • Ease My Trip Q2 FY23 – Sector tailwinds versus competitive intensity? Nov 15, 2022 02:57 PM IST

    Ease My Trip Q2 FY23 – Sector tailwinds versus competitive intensity?

    While competition is increasing, the travel & tourism market is also growing, making Ease My Trip a long-term survivor

  • Muthoot Finance: Why it is a long-term sell Nov 14, 2022 09:40 AM IST

    Muthoot Finance: Why it is a long-term sell

    If the gold-loan company tries to recoup growth, it will come at the cost of margin, given the competitive intensity

  • This weekly tactical pick is on a transformational journey Nov 04, 2022 10:24 AM IST

    This weekly tactical pick is on a transformational journey

    The stock ticks all the right boxes, including strong growth visibility, attractive valuation and high return ratios