VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe
With a granular deposit base and robust growth in advances, Karur Vysya Bank’s earnings trajectory is set to gain further traction
Earnings growth trajectory likely to remain strong for Axis Bank, aided by improving macro and rapid market share gains
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
The task of expanding the RoA for Yes Bank will be arduous because of subdued growth, modest margin, and sticky costs
Growth is unlikely to slacken at AU as long as the macro remains positive and the valuation looks relatively attractive
Growth, along with with steady margin, stable cost matrix, and benign credit cost should support further expansion in the RoA for IndusInd Bank
With most parameters looking solid, the expansion in the RoA should continue for Federal Bank
The disconnect between order flows and execution is baffling; one should wait for performance to catch up before turning constructive
HCL Tech remains positive on tech spends of clients and their compulsion to continue with digital transformation and cloud adoption
Investors should judiciously capitalise on market correction to go long on Infosys
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
The next financial year is likely to be softer though the medium- to long-term outlook for the company remains positive
Long-term investors could look to add some strong technology companies at a price correction
The valuation is still heady in comparison to global peers and there is room for further correction in the stock
Strong revenue traction, improving margin, steady order flows, and waning supply-side concerns put it in a vantage position
Multiple growth levers at play, brightening the prospects for Coforge
Business growth, stability in margin, improvement in cost-to-income ratio, and lower credit cost to support earnings
Marksans Pharmaceuticals, PDS, Lumax Auto Technologies, Devyani International, Mishra Dhatu Nigam are among the top 5 smallcap picks of HDFC Securities.
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
The consistent financial performance and strong sector tailwinds make Safari a very interesting bet for the long term
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.
While competition is increasing, the travel & tourism market is also growing, making Ease My Trip a long-term survivor
If the gold-loan company tries to recoup growth, it will come at the cost of margin, given the competitive intensity
The stock ticks all the right boxes, including strong growth visibility, attractive valuation and high return ratios