Expect 50% plus upside in Balkrishna Ind over 12-18 months: Basudeb Banerjee, Quant Broking'From return perspective, Balkrishna Industries is one of the best candidates at current juncture, based on their business model and balanc...
03 Mar, 2014, 02.50 PM IST
Maruti revenue broadly in line with our estimate: Basudeb Banerjee, Quant Broking"Bottom line-wise we were expecting somewhere above Rs 700 crore for Maruti, which came in at Rs 680 crore. Hence, one needs to watch out f...
28 Jan, 2014, 05.49 PM IST
Expect HCL Tech’s margin to plateau out around current levels: Basudeb Banerjee, Quant Broking"The biggest positive surprise was dollar revenue growth of 4% QoQ in a seasonally weaker December quarter."
16 Jan, 2014, 01.46 PM IST
Tech Mahindra, TCS and HCL Tech our top three IT picks, in that order: Basudeb Banerjee"TCS is definitely going to be the leader in terms of a upside potential. HCL Tech and Tech Mahindra both have been going through a phase o...
10 Jan, 2014, 04.21 PM IST
See 12-15% upside left in HCL Tech: Basudeb Banerjee, Quant BrokingIn an interview with ET Now, Basudeb Banerjee, Research Analyst, Quant Broking Pvt Ltd, shares his outlook on HCL’s latest numbers.
17 Oct, 2013, 12.42 PM IST
HCL Tech may become Rs 1000 stock within a month: Basudeb Banerjee, Quant BrokingHCL is also going through that process of re-rating and 11-12 times with the multiples for HCL one year ago.
31 Jul, 2013, 11.26 AM IST
Bajaj Auto numbers just in line with expectations: Basudeb Banerjee, Quant Broking"With this kind of result, I would not be surprised if some profit booking happens in due course of time and also on the revenue front if y...
19 Jul, 2013, 01.49 PM IST
Expect Infosys to improve dollar revenue growth guidance in H2: Basudeb Banerjee, Quant Broking"Broadly the street should be taking it positively that Infy has kept its revenue guidance unchanged after a couple of quarters of cutting ...
12 Jul, 2013, 11.22 AM IST
Don't see any change in Infosys earnings for 2 years due to Murthy's return: Basudeb BanerjeeIn terms of leadership and strategies, some of the experiences of Mr Narayana Murthy will surely matter in the longer run.
03 Jun, 2013, 12.43 PM IST
M&M numbers better than expectations: Basudeb Banerjee, Quant BrokingIf you look at quarter on quarter, there was an almost 25% dip in the tractor volume whereas a minor 3% increase in the UV sales, says Basu...
30 May, 2013, 05.05 PM IST
Good things in store for Bajaj Auto going ahead: Basudeb Banerjee, Quant BrokingGoing ahead, the key positive things for Bajaj Auto are a major fall in the input commodity prices like steel, lead, aluminium and rubber.
16 May, 2013, 04.29 PM IST
Hero MotoCorp has surprised both on margin & revenue front: Basudeb Banerjee, Quant Broking"Hero MotoCorp has come out with a good set of numbers after disappointing for past several quarters."
26 Apr, 2013, 05.16 PM IST
Expect long-term stable investors to prefer TCS to Infy: Basudeb Banerjee, Quant BrokingThe long-term investors who like stable business and sustainable recurring set of numbers will prefer TCS.
18 Apr, 2013, 11.29 AM IST
Infosys numbers in line with estimates: Basudeb Banerjee, Quant Broking"Broadly we were anyhow factoring in a 7.5% dollar revenue growth for FY14 and the guidance of 6% to 10% came in as no surprise to us."
12 Apr, 2013, 11.14 AM IST
Review of excise duty on SUVs immaterial for Tata Motors: Basudeb Banerjee, Quant Broking"At the end of the day car business, per se, for Tata Motors in India is immaterial and that too the SUV segment."
22 Mar, 2013, 03.06 PM IST
Wipro can turn out to be dark horse in IT sector: Basudeb Banerjee, Quant BrokingWipro has been putting all the things for hunting of new clients. However, in terms of execution, Wipro is nowhere near the level of TCS an...
07 Mar, 2013, 03.10 AM IST
- Bajaj Auto numbers broadly in line with estimates: Basudeb Banerjee, Quant Broking
"Three-wheelers margins are much superior to two-wheeler ones. So despite that DEPB impact coming in, the mix improved drastically," says B...
16 Jan, 2013, 03.15 PM IST