BHAVIN SHAH
Potential for huge NRI money coming into India via GIFT city: Bhavin Shah
“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life insurance, so pretty much across the board. We continue to find a large number of stocks that are still reasonably valued. We also are overweight on aviation,” says Bhavin Shah
Should we book some profits or stay invested in PSU stocks? Bhavin Shah answers
Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.
Sameeksha Capital's Bhavin Shah on 4 themes to bet on in FY25
Bhavin Shah of Sameeksha Capital discusses the economy's support for small and midcap stocks, opportunities in large, mid, smallcaps, manufacturing, chemical sector recovery, and investments in financial and digital consumption themes.
Winpe joins hands with PwC India for second edition of Winpe Leadership Awards
The Winpe Leadership Summit, which will take place at Taj Lands End in Mumbai, will commemorate Winpe's dedication to bringing together women for educational purposes and fostering networking opportunities
Bhavin Shah continues to like regional bank, wealth management stocks. Here’s why
“We have exposure to regional banks in the South. There are banks which are going through some transformation, better management and that is showing in numbers. They do not have to do anything incredibly different rather than just stay focused on what they have done so far and continue that journey.”
Fewer opportunities now; expect potential picks in mid, smallcaps: Bhavin Shah
“NBFCs that cater to the second, third, fourth tier cities and to underbanked areas or where people relied on the unorganised sectors for financing, definitely have a huge potential. It is a matter of time before these NCBFs basically start building their network and taking advantage of that growth potential.”
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Moveworks to expand India business, double headcount
Before the first wave of the Covid-19 pandemic, Moveworks had around 135 employees on board, and two years later, the company has around 500 employees across the US, Europe and the Middle East, besides India.
Financials offer best risk reward in the market: Bhavin Shah
“Technology is becoming an important differentiator for these banks in terms of how they service the customers and how they look at the business opportunities.”
Zomato grossly overvalued but may still go up post listing: Bhavin Shah
“Even if I want to believe in the growth story, there are some signs that growth is not coming of late and even profitability has dipped in the third quarter,”
It is a period of high volatility but direction is positive: Bhavin Shah, Sameeksha Portfolio Advisors
Growth outlooked for IT cos, remains company specific as far as pharma sector goes.
It is a market for stock pickers: Bhavin Shah, Sameeksha Portfolio Advisors
“We are adding names such as CanFin Homes in the housing finance and Interglobe Aviation in the aviation sector.”
Surprised Vishal Sikka is continuing on Infosys board: Bhavin Shah, Sameeksha Advisors
“Unless there is reason to believe that Infosys has a clear growth story, there is more room for correction.”
Would rather not invest in TCS right now: Bhavin Shah, Sameeksha Capital
There was a time a couple of months back when the stock started to look a little more reasonable in my view but it has bounced back close to around 8-10%, says Shah.
No immediate change in board post stake sale; Jariwala to continue as MD: Bhavin Shah, Adi Finchem
"Hopefully, there will be a call to discuss the near term outlook or the recent quarter results from the company"
Infosys has a lot of work to do from growth perspective: Bhavin Shah, Equirus Securities
They have mentioned in INR terms that they grow at 8.5% to 10% and Infosys in this particular year did not beat or commit the higher end of its guidance either.
Neutral to negative on the IT pack: Bhavin Shah, Equirus Securities
TCS has been under pressure for some time. It has corrected quite a bit from the highs.
Prefer TCS over Infosys among large cap IT stocks: Bhavin Shah
"We are more comfortable with the growth outlook for TCS for sure. We think Infosys, whether it would declare an excellent revenue growth or not, that we have to wait and watch."
Expect TCS to have a very strong quarter: Bhavin Shah, Equirus Securities
"We do expect TCS to have a very strong quarter especially because they are going to integrate the revenues of the Mitsubishi joint venture."
See no fundamental reason for a sharp rally in IT stocks: Bhavin Shah, Equirus Securities
Markets have always behaved this way that valuations can get unrealistic at times and then get readjusted.
Market valuation far exceeds estimates, correction due soon: Bhavin Shah, Equirus Securities
"However, the market is perhaps trying to price in a much stronger economic recovery, which does not seem that unlikely anymore."
TCS will grow way above the industry average: Bhavin Shah, Equirus Securities
"The revenue growth has been clearly above our forecast by more than a per cent and it does seem that it is carried through the bottom line as well."
BG Srinivas’ exit is a material negative for Infosys: Bhavin Shah, Equirus Securities
"The probability of the company looking at an external candidate increases to that extent. Obviously bringing in an external candidate has its own challenges."
Investment landscape can fundamentally change if NDA govt comes to power: Bhavin Shah, Equirus Securities
'NDA promoted investment, brought down inflation & basically invested significantly in productivity-enhancing assets, like the quadrilateral project.'
Still see a lot of pain in PSU banking sector: Bhavin Shah, Equirus Securities
"There is still a lot of pain in the PSU bank sector. So I am not surprised by the market reaction."
Expect Infosys to beat margin expectations: Bhavin Shah, Equirus Securities
We have been telling investors to expect Infosys to beat margin expectations in general because there has been massive cost cutting.
Increase in Infosys guidance was inevitable: Bhavin Shah, Equirus Securities
"The environment is good for the sector and that has been visible in comments from various companies and customers."
Infosys margins are below expectations: Bhavin Shah, Equirus Securities
In a chat with ET Now, Bhavin Shah, CEO, Equirus Securities, shares his view on the Infosys numbers.
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