Tag: SbiCap Securities

Bharti Airtel stock’s fate tied to ARPU numbers

If the ARPU numbers rise telecom stocks like Bharti Airtel will go up, explains Mahantesh Sabarad of SBICAP Securities in this interview with ET Now....

bharti airtel: Sequential ARPU growth likely to continue for telecom cos: Mahantesh Sabarad

Sequential ARPU growth trend will continue for the telecom industry. It may appear to have been broken just for one quarter but that trend will...

Reliance: What will move the needle for Reliance?

The energy vertical is fairly steady but does not really impact the stock movement, says Mahantesh Sabarad, Head, Retail Research, SBICAP Securities. On RelianceFirst a...

Vedanta delisting: Why Vedanta delisting is likely to fail

For long-term investors in Vedanta, it is time to switch over to a better stock, says Mahantesh Sabarad, head of retail research at SBICAP Securities....

Realty’s a big no for Mahantesh Sabarad except for one stock

Within the IT space, the preference is clearly with the large IT names simply because deal win flow has been quite steady for them, says...

Kotak Mahindra Bank: Prudent lenders like Axis Bank & Kotak Bank should keep some powder dry: SBICap Securities

As the lockdown gets extended, the income shocks are likely to go up as well and will play out in the credit cost, says Krishnan...