Current price is more than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

Mid-cap IT firms will continue to do well as they have been leading digital transformation, says Ayaz Motiwala.

LTI Mindtree, Happiest Minds And Their Peers Are In Focus For This Fund Manager

Nivalis Partners' Ayaz Motiwala tells why Midcap I.T. is a good space to look at, and speaks about the underlying structural opportunities ahead of these companies. Adds that midcap I.T. companies have lead the digital transformation charge versus the other majors who played a catchup. 
Read more: https://bit.ly/37QkSXA 

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Mindtree-LTI, Happiest Minds And Their Peers Are In Focus For Ayaz Motiwala

“The EPC business will continue to grow in the 11-13% range. From Rs 110,000 crore, it will go to Rs 1,90,000-2,00,000 crore by 2026. The manufacturing and hi-tech precision manufacturing business will continue to grow between 12% and 15%. crore. The service businesses are LTI, Mindtree and LTTS, w…

Is L&T on track to double revenues by FY25? SN Subrahmanyan answers

While the valuations and financial metrics of both the companies are largely similar, success of the merger will depend on how quickly cultural differences are addressed

L&T Infotech-Mindtree: Swap ratio appears fair

Stocks in news: Campus Activewear, MindTree, RIL, HCL Tech, Tata Power, Tata Steel, Tata Motors, and more

Stocks in news: MindTree, RIL, HCL Tech, Tata Power and more

Shareholders of Mindtree will receive 73 shares of LTI in exchange for 100 shares in the former.

L&T Infotech, Mindtree slide up to 5% after merger announcement

LTI-Mindtree Merger Overhang Ends, L&T Infotech CEO Resigns, KMP Attrition Holds Key: Dolat Capital

Here’s what brokerages have to say about L&T Infotech-Mindtree merger.

L&T Infotech-Mindtree Merger: What Analysts Made Of The $18-Billion Stock Deal

The two companies have a combined market cap of about Rs 1.37 lakh crore.

L&T Infotech, Mindtree To Merge In A Share-Swap Deal

L&T Infotech-Mindtree Merger - To Eat More From Tier-II Plate Near Term: Nirmal Bang

L&T Infotech-Mindtree Merger - Long-Term Synergies Offset By Near-Term Risks: Motilal Oswal

MindTree Limited is an international information technology consulting and implementation company that delivers business solutions through global software development.

MindTree Ltd

MindTree Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

LTI Mindtree, Happiest Minds And Their Peers Are In Focus For This Fund Manager

News Video

Mindtree-LTI, Happiest Minds And Their Peers Are In Focus For Ayaz Motiwala

Is L&T on track to double revenues by FY25? SN Subrahmanyan answers

L&T Infotech-Mindtree: Swap ratio appears fair

Stocks in news: MindTree, RIL, HCL Tech, Tata Power and more

L&T Infotech, Mindtree slide up to 5% after merger announcement

LTI-Mindtree Merger Overhang Ends, L&T Infotech CEO Resigns, KMP Attrition Holds Key: Dolat Capital

MindTree Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

LTI Mindtree, Happiest Minds And Their Peers Are In Focus For This Fund Manager

News Video

Mindtree-LTI, Happiest Minds And Their Peers Are In Focus For Ayaz Motiwala

Is L&T on track to double revenues by FY25? SN Subrahmanyan answers

L&T Infotech-Mindtree: Swap ratio appears fair

Stocks in news: MindTree, RIL, HCL Tech, Tata Power and more

L&T Infotech, Mindtree slide up to 5% after merger announcement

LTI-Mindtree Merger Overhang Ends, L&T Infotech CEO Resigns, KMP Attrition Holds Key: Dolat Capital

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock