External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

SBI Life Insurance Co Ltd / Equity Bottom-Up

<p>Mphasis: With continued momentum in the direct business (+9% QoQ CC) and healthy deal wins (eight consecutive quarter of TCV&gt; USD 200mn), we reiterate Mphasis (MPHL) as our preferred pick in the mid-tier IT space. MPHL's growth is expected to be driven by (1) expansion in the direct business (organic +6.3% QoQ); (2) strong traction in BFSI vertical (increase in tech spend by global banks); (3) continued growth in the top-10 accounts (+9.5% QoQ); (4) increasing share/size of large deal wins (signed four large deal wins in Q3 with one at USD 92mn in healthcare); (5) Blink acquisition, which is aiding new deal wins (two synergy deal wins); and (6) better growth alignment with hyperscalers.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Mphasis: With continued momentum in the direct business (+9% QoQ CC) and healthy deal wins (eight consecutive quarter of TCV&gt; USD 200mn), we reiterate Mphasis (MPHL) as our preferred pick in the mid-tier IT space. MPHL's growth is expected to be driven by (1) expansion in the direct business (organic +6.3% QoQ); (2) strong traction in BFSI vertical (increase in tech spend by global banks); (3) continued growth in the top-10 accounts (+9.5% QoQ); (4) increasing share/size of large deal wins (signed four large deal wins in Q3 with one at USD 92mn in healthcare); (5) Blink acquisition, which is aiding new deal wins (two synergy deal wins); and (6) better growth alignment with hyperscalers.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: SBI Life Insurance, Havells India, Mphasis, Bandhan Bank, Persistent Systems,...