Sensex Index Rebalance Preview: Early Look Sees One Change, Maybe Two
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
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Indian IT Services: COVID-19 Revenue Impact Troughed, Recovery Already Priced In?
The key takeaways, from the recent reporting season, was that 1) the revenue impact from the COVID-19 pandemic was sharp, but less than expected,...
433 Views
Happiest Minds Pre-IPO - Decent Growth, Reputed Founder but Less than Reassuring Metrics
Happiest Minds Technologies (HAPPY IN) (HM) is an information technology services company providing end-to-end solutions in the digital space. Its...
439 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
633 Views
Wipro: Net Cash Equal to 24% of Its Market Cap, Deep Value or a Value Trap?
Wipro is India’s 4th largest IT services company. It is a high-quality company, as is evidenced by its 5yr average ROIC of 19% (27% excluding...
372 Views