BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Infosys Ltd. - We expect Infosys to deliver a top quartile growth performance in FY22E on the back of its strong technical capabilities and ramp up in deal wins in FY21.
Titan Company Ltd. - The company is witnessing market share gains across every region and city according to the management. The industry also saw good growth in recent months, and Titan has performed better in the industry.
Steel Authority of India Ltd. - SAIL continues to reap the benefits of higher steel prices. It’s earnings sensitivity to prices is the highest among steel companies.
Transport Corporation of India Ltd. - TCI has a well-blended portfolio, with a presence across-
high-volume Freight segment,
-added segments such as Integrated Supply Chain Solutions, and
niche high margins segments such as Seaways.
Click on the attachment for the full list of Motilal Oswal's Top Investment Ideas for December 2021:
DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.
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