Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
305 Views
Axis Research Scorecard Report - Mar 2022
Axis Top Picks basket has delivered an astounding return of 127% since its inception, notably beating the 89% return reported by the benchmark...
201 Views
Mindtree: Robust Multi-Pronged Strategy To Capitalize On Healthy Demand
We recommend a BUY on the stock and assign 38x P/E multiple to its FY24E earnings of Rs 140.2/share to arrive at a TP of Rs 5,310/share, implying...
180 Views
Investor meet reinforces strong demand visibility
We attended MTCL's annual investor meet, where the management reiterated its strong demand outlook and detailed the six strategic levers for...
182 Views
Mindtree: Robust Multi-Pronged Strategy To Capitalize On Healthy Demand
We recommend a BUY on the stock and assign 38x P/E multiple to its FY24E earnings of Rs 140.2/share to arrive at a TP of Rs 5,310/share, implying...
300 Views