Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Average profitability - not good, not bad

Profitability

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

The stock has a moderate number of red flags

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Showing good signs of profitability & efficiency

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Can be considered moderately valued vs the market

Price return has been average, nothing exciting

Financials growth has been moderate for a few years

Kotak IT ETF objective is to replicate the composition of the NIFTY IT Index and to generate returns that are commensurate with the performance of the NIFTY IT Index, subject to tracking errors

Kotak Nifty IT ETF

Average daily traded value of the ETF is high

High Liquidity

Analysts/Institutional Investor Meet/Con. Call Updates

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Market may be more into consolidation over next 12 months: Krishna Sanghavi

Krishna Sanghavi, CIO Equity, Mahindra Manulife MF, suggests that the Indian markets might experience a consolidation phase over the next year, with returns driven more by individual stock performance than overall market movement. He highlights financials, select IT stocks, and manufacturing as potentially interesting sectors during this period, while acknowledging the recent selling pressure from foreign investors.

TCS, Infosys, HCLTech: Nifty IT Index Gains 2% On US Labor Market Data - News18

A healthier US labor market is a positive signal for Indian IT firms, which generate a significant portion of their revenue from the US market.

Info Edge shares climb 6% after Goldman Sachs upgrades stock to Buy

Info Edge, the company behind Naukri, saw its shares rise by almost 6% after Goldman Sachs upgraded its rating. The brokerage firm now recommends buying Info Edge shares and has set a new target price. Goldman Sachs predicts strong growth for Info Edge’s recruitment business. This positive outlook is based on the improving conditions in India’s IT sector.

Kotak Nifty IT ETF

Kotak Nifty IT ETF

Price Chart

Key Metrics

AMC profile

Peers

Nippon India ETF Nifty IT

ICICI Prudential Nifty IT ETF

Mirae Asset Nifty IT ETF

SBI Nifty IT ETF

HDFC Nifty IT ETF

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Recent News

Market may be more into consolidation over next 12 months: Krishna Sanghavi

TCS, Infosys, HCLTech: Nifty IT Index Gains 2% On US Labor Market Data - News18

Info Edge shares climb 6% after Goldman Sachs upgrades stock to Buy

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