https://economictimes.indiatimes.com/markets/stocks/news/prefer-largecap-it-over-midcaps-infosys-top-pick-bernstein/articleshow/94403754.cms #INFY #TCS #TECHM

Buy techm @1162 sl 1148 ( 200 quantity) #TECHM

*Tech Mah Review* *GS* Neutral, TP Rs 979 Cut FY23-26E EPS estimates by up to 6% due to lower margins to a/c for 1QFY23 EBIT margin at 11.0% missed GSe est at 11.6% due to which EBIT missed GSe by c.2%. *Macquarie* O-P, TP Rs 1620 Revenue beat; EBIT margin miss of 241bp Management said they expect to deliver 100-150bp of margin improvement in each of remaining quarters of FY23. *Jefferies* Hold, TP Rs 1070 1Q rev growth of 3.5% QoQ slightly ahead, but margins fell sharply by 220bps QoQ Deal wins at $ 802m healthy Margin delivery weak & management commentary of 14% exit margin in FY23 & 14%+ margins in FY24 seems optimistic. *Bernstein* O-P, TP cut to Rs 1210 from Rs 1410 Q1: Good growth. Margin disappoints Cut FY23 /FY24 EPS estimates to factor in sharp miss in EBIT Margins Valuations attractive, trading at 15x NTM P/E. *Tata Steel Review* *Macquarie* O-P, TP Rs 1670 Consol EBITDA beat– EU surprises +vely While EU EBITDA/ton surprised +vely, as lagged impact of a steel price hike was reflected during qtr, expecting profitability to decline in 2H FY23 given a recent correction of EU steel prices. *JPM* OW, TP Rs 1400 Substantial all around beat driven by Europe While 2Q seasonally weak, 2H should rebound Upside risks to consensus Large 1Q beat with Europe EBITDA/t at $365/t Steel prices bottomed in India & Lower coking coal to drive earnings rebound in 2H. *Axis BK Review* *Macquarie* Neutral, TP Rs 790 Earnings beat of 14% vis à vis our ests driven by lower credit costs. Margins, loan and deposit growth and cost ratios lag peers Lower margins than peers cap ROA upside. *MS* OW, TP Rs 910 F1Q23 PAT 13% above MSe, helped by higher than expected rev Costs elevated but lower provisions provided offset Core PPoP 4% above MSe Retail term deposit growth, however, relatively muted – expect pickup by H2-F23 RoE of 16% by F25 stays. *JPM* Neutral, TP cut to Rs 780 from Rs 880 Loan growth disappoints with 1% q/q decline; Retail does better, corporate slower NIM improvement guidance maintained ROAs at 1.4% remain 60bps lower vs larger peers, which could remain a drag on vals. #TECHM #TATASTEEL #AXISBANK

🧚‍♀Rupee is at life time low. IT stocks are near 52 weeks low. Logically, IT stocks should be near life time high due to benefits from depreciating Rupee. Wait & Watch. Time to invest in good IT Stocks like :- Mphasis, Coforge, KPIT Tech, Tech Mahindra.👍 #TECHM #NIFTYIT

PODTIONAL TRADE 3 TO 6 PART BUY TECHMAHINDRA 960 TO 930 ADD MORE 910 TO 890 SL 875 WCBSL TGT 995 1030 1060 1090 1120 1150+++ BUY TECHMAHINDRA 960 TO 930 MADE HIGH 993 1ST TGT DONE PROFIT IS YOURS PODTIONAL TRADE 3 TO 6 PART BUY HCLTECH 955 TO 935 ADD MORE 910 TO 890 SL 875 WCBSL TGT 995 1030 1060 1090 1120 BUY HCLTECH 955 TO 935 MADE HIGH 993 1ST TGT DONE PROFIT IS YOURS #TECHM #HCLTECH

16-06-22 TECHM BUY JUNE PE 1000 (Intraday) only Above 26.75 #TECHM

#PFC #COFORGE #HINDALCO #TECHM #APARINDS #PFC #COFORGE #HINDALCO #TECHM #APARINDS

https://economictimes.indiatimes.com/markets/stocks/stock-watch/share-market-update-most-active-stocks-in-todays-market-in-terms-of-volume/articleshow/92205782.cms #BAJAJAUTO #HINDALCO #INDUSINDBK #ONGC #TECHM

18/05/2022 #Nifty50 BankNifty Levels with #Asianpaint #Techm Views ( தமிழ் & English ) https://youtu.be/ZaJfkBs7wCc 📊 INDEX: 📈 Nifty 📉 BankNifty 📊 STOCKS: 💚 Asianpaint ❤️ Techm For More Learning Videos , Subscribe Our Channel : https://www.youtube.com/channel/UCJeJMoRXIKkc_RDgBcD-qFg/ @ancientstock

https://www.moneycontrol.com/news/business/stocks/neutral-tech-mahindra-target-of-rs-1250-motilal-oswal-8514431.html #TECHM

#TECHM will declare results on May 13, 2022 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

Keep eye on #TECHM Inflection point.... Turning bearish to bullish.... Last close 1290 approx View negate once closes below 1200 Upside 1300-1350-1400-1450-1500-1550-1600