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IT stocks to buy: KPIT, Birlasoft, MindTree top picks in IT space: Daljeet Singh Kohli


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Daljeet Singh Kohli, CIO, Stockaxis.com, says KPIT, Birlasoft and MindTree are his favourite stocks when it comes to the IT basket. Edited excerpts from an interview:
Is it time to relook at disinvestment candidates?
I think the move related to disinvestment has already been factored in most of the stocks, especially BPCL and
Concor. This has been going on for almost a year now; it took more time than what was expected.
From here onwards, the next move we have to watch out for will be the kind of valuations they command and do they really get what the market is expecting. In case of Concor, people are trying to compare it with Adani Ports. Those who have already entered in at lower levels last year or who have been waiting for patiently, it is time to partially book some profits and wait for some more gains. For fresh entry, we will have to wait for some more trigger points. So we are not suggesting any new buys on this stock. ....

Daljeet Singh Kohli , Axis Bank , National Asset Reconstruction Company , It Stocks To Buy , It Stocks , Mindtree Shares , Infosys Shares , Firstsource Shares , Kpit Technologies Shares , Kpit Technologies , Birlasoft Shares , It Midcap Stocks , டால்ஜீத் சிங் கோஹ்லி , அச்சு வங்கி , தேசிய சொத்து புனரமைப்பு நிறுவனம் , அது ஸ்டாக்ஸ் , மிண்டத்திரீ பங்குகள் , இண்பொசயிச் பங்குகள் ,

After 150% rally, Q3 results opened up further upside for this IT midcap firm


After 150% rally, Q3 results opened up further upside for this midcap IT firm
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But following a sharp 150 per cent rally in the stock over the past 10 months, analysts have mixed views on Mindtree s potential for further upside.
PTI
Mindtree expects deal wins to improve in the coming quarters as the pipeline remains strong, analysts said.
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NSE
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NEW DELHI: This midcap IT firm has reported industry-beating numbers for the December quarter, earning a healthy earning upgrade. The company’s margin for the quarter stood at a decadal high, as was sequential revenue growth. The management commentary, too, was strong. ....

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