RS Software is focusing on UPI and have good potential to scale back up to original levels. However, it will take some time (1-2 years at least)....
Facing issues from their middle east market as the drastic fall in oil prices has hit the middle east economy. Price has reduced substantially,...
Yes. But %age wise it is going to increase at first, because the banks which are going to merge in are going add lesser to the revenues and more...
what you're saying is probably whats going to happen. All the bigger banks are going to be the mother ship in which the smaller ones are going to...
If Indian economy is to revive, then PSBs can't be left out. Bigger banks will def be recapitalised by the govt so that they don't die. I am...
It might be good for the shareholders of the associate banks, as they are moving to more stable bank. However, for sbi the earnings may improve...
@Faisal kazi any reason why you have Dabur in your LT portfolio? Doesnt seem too futuristic to me. ONGC is also an iffy bet because world is...
Check out the stock price of PNB today after a disastrous result! It actually gained a few! Now I am not saying this is definitive as it might...
Yes. Kiri is in this space as well, I think. Has already run up quite a bit. Would be good to get into that after some correction. The valuations...
Maybe I wasnt alert enough on it at that point. I see a pattern though in these banks though. The pain is limited I think. Much of it is already...
I thought the same about sugar stocks, look at where they are now. Without the psu banks, our economy is not going anywhere. These are too big to...
Hi everyone, PSU banks seem at really bottomed out valuations. Fair to say that they are being beaten down due to the NPA issues and no one is...
For people who have belief in the textile/consumption boom, can also look into Pigments/dyes companies. I believe the valuations are cheap there...
hmm...I am very bullish on IoT, cloud, data analytics, auto tech and smart cities IT and this company seems to be on track for that. However, this...
Not really, no. Had a cursory look and it seems like run-of-the-mill outsourcing shop to me. The domains in which they are working in seem...
I am not sure that if the price is cheaper then everyone will be jumping on board. They may for sometime, but if you make them suffer then they'll...
I think people are just vary of Reliance Jio a bit too much. The kind of infra penetration, brand value and array of services that Airtel, Idea,...
I would suggest that you replace Narayan Hrudalya with Max Healthcare (when it lists) or Apollo. Valuations seem pretty steep for NH. I would...
Yeah, I dont know. I'll probably consider it if Ricoh becomes a penny stock (<20). Chances are remote but lets see. Cyient in 50s! Wow! You must...
Surely, reputation is everything and especially IP stealing is quite a charge for a software consulting company to deal with. I hope on one hand...
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