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  • Edelweiss.Fin.

    Edelweiss Financial Services Ltd (EDEL) is a diversified financial services conglomerate with presence in wholesale/retail credit lending; capital markets; wealth management (WM); asset management (AM); asset reconstruction (AR); and insurance. The company ...

    Buy Reco. Price: 218.00

  • MphasiS

    Mphasis’ HP business declined by 17.8% CAGR over FY15-17 but has staged a turnaround in FY18, growing at ~21% yoy. Revenue commitment of USD990mn over the five years by HP and latter restructuring its business and making Mphasis a preferred vendor pro...

    Buy Reco. Price: 1,175.00

  • Zensar Tech.

    We are positive on Zensar on account of its strategy to expand footprint in the digital solutions space (constitutes ~43% of Q1FY19 revenues). It has built strong capabilities in Digital/SMAC space, and are well infused in top-clients resulting in robust de...

    Buy Reco. Price: 276.00

  • CRISIL

    CRISIL is currently facing slowdown in Research and Ratings segments. Over past 4-5 quarters, Research has seen mixed growth due to pressure on buy and sell side. Rating has been lacklustre due to dip in corporate bond issuances (owing to adverse yield move...

    Sell Reco. Price: 1,760.00

  • Escorts

    Escorts is a play on recovery in rural income, infrastructure building and railways in India. It reported in line set of numbers in Q1FY19 led by revenue, EBITDA and PAT growth of 32% yoy, 90% yoy and 93% yoy respectively. On the back of cost control measur...

    Buy Reco. Price: 646.20

  • Tata Inv.Corpn.

    TICL has a strong portfolio of companies (Tata Group and non-Tata) under its fold. Investing in TICL is akin to investing in a mutual fund given its diversified investment portfolio. At CMP, TICL trades at 46% discount to the total value of its investments....

    Buy Reco. Price: 742.00

  • Motil.Oswal.Fin.

    MOFL’s offerings include capital market businesses, asset management (AM), wealth management (WM), housing finance and equity based treasury investments. Pradhan Mantri’s Awas Yojna would open doors of opportunities for housing finance segment a...

    Buy Reco. Price: 709.00

  • Linde India

    Linde’s gases and project engineering business is recovering supported by revival in demand in the company’s onsite plants. We expect revenue CAGR of ~9% over CY17-19E. The company has reduced its interest cost in Q2CY18, as it has brought down ...

    Accumulate Reco. Price: 417.00

  • Bajaj Holdings

    We are positive on BJAUT due to pick-up in domestic 3W market, export recovery and new launches in domestic motorcycle segment. We are confident regarding long term growth prospects of BajFin on account of robust AUM growth and stabilizing insurance busines...

    Buy Reco. Price: 3,068.90

  • Sundram Fasten.

    SFL has diversified its product portfolio to reduce over-dependence on fasteners and entered new segments such as pump assembles, shafts, hubs, etc. These products now contribute nearly 50% to overall revenues and have better margins than usual products...

    Buy Reco. Price: 580.00