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10 Dec 2020
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Brokerage Research Reports
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IDBI Capital
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05 Dec 2020
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Brokerage Research Reports
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Edelweiss
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It's the calendar year ending season with stocks at multi-year highs and life time highs across the globe with all of major U.S as well as other global indices are eyeing to end 2020 at record highs.
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04 Dec 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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03 Dec 2020
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Brokerage Research Reports
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Prabhudas Lilladhar
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Sector Update
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likely result in increasing opportunities for IT services companies. Despite the sector's recent re-rating to +2-SD, we extend our positive view as we believe technology spends will sustain in coming quarters. Indian IT sector will show healthy growth from improved technology spends of BFSI and Retail firms across US and Europe. Infosys and TCS will lead the growth in Tier 1 companies. LTI and Mphasis will benefit due to their proved domain expertise in BFS among midcaps....
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03 Dec 2020
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Brokerage Research Reports
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Prabhudas Lilladhar
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Sector Update
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likely result in increasing opportunities for IT services companies. Despite the sector's recent re-rating to +2-SD, we extend our positive view as we believe technology spends will sustain in coming quarters. Indian IT sector will show healthy growth from improved technology spends of BFSI and Retail firms across US and Europe. Infosys and TCS will lead the growth in Tier 1 companies. LTI and Mphasis will benefit due to their proved domain expertise in BFS among midcaps....
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27 Nov 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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23 Nov 2020
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Brokerage Research Reports
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Prabhudas Lilladhar
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Top Picks
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Cement Beats estimate on better realisations, lower costs Consumer Rural leads, urban demand recovery from 2H likely Consumer Durable Demand recovery beyond expectations IT Services Exponential uptick in technology transformation Infra Strong execution on Improving labour availability Life Insurance Growing in right areas...
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23 Nov 2020
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Brokerage Research Reports
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Prabhudas Lilladhar
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Top Picks
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Cement Beats estimate on better realisations, lower costs Consumer Rural leads, urban demand recovery from 2H likely Consumer Durable Demand recovery beyond expectations IT Services Exponential uptick in technology transformation Infra Strong execution on Improving labour availability Life Insurance Growing in right areas...
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20 Nov 2020
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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20 Nov 2020
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Brokerage Research Reports
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Edelweiss
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Economy Update
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Uptick Amidst Underlying Fragilities
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