Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Sowilo Investment Managers
Analysts lean bullish
7 analyst stances matching these filters · one per analyst
Trackable
2 · 2 bull / 0 neutral / 0 bear
Long-Horizon
none in window
Commentary
5 · 3 bull / 2 neutral / 0 bear
Bullish 71.4% (5)Neutral 28.6% (2)Bearish 0% (0)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bullish on the IT sector, expecting the IT index to rise at least 50% over the next two to two-and-a-half years, driven …” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “Bullish on TCS's acquisition of MHP, viewing it as a better use of capital than holding cash, with potential for higher …” | Sandip AgarwalSowilo Investment Managers | TCS | PENDING | |
| “Bullish on the Indian IT sector, expecting more acquisition-led growth over the next three to five years as companies se…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “Despite short-term disappointment in the IT sector due to weaker margins and conservative guidance, Sandip Agarwal remai…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “Sandip Agarwal is tactically bullish on the Indian IT sector, expecting a 20-30% index-level return in the near term, as…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | MISS | |
| “Sandip Agarwal projects 5-6% dollar growth and a 16-17% rupee earnings CAGR for largecap IT stocks over the next two yea…” | Sandip AgarwalSowilo Investment Managers | TCS | PENDING | |
| “Sandip Agarwal notes that TCS's robust $12 billion Total Contract Value (TCV) for Q4 indicates stability and intact clie…” | Sandip AgarwalSowilo Investment Managers | TCS | NOT GRADED | |
| “Sandip Agarwal has turned very positive on the IT sector, citing a sharp correction over the last 15-16 months that has …” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “Sandip Agarwal sees opportunity in both PSU banks and large private banks, noting they look attractive after recent corr…” | Sandip AgarwalSowilo Investment Managers | Bank Nifty | NOT GRADED | |
| “Sandip Agarwal finds private sector banks attractive again after their recent correction, which has made valuations more…” | Sandip AgarwalSowilo Investment Managers | Bank Nifty | NOT GRADED | |
| “Sandip Agarwal sees "green shoots" and improving demand trends in the broader manufacturing and capital goods space, mak…” | Sandip AgarwalSowilo Investment Managers | Capital Goods sector | NOT GRADED | |
| “Sandip Agarwal is now very constructive on the IT sector, a space he avoided for 14-15 months, as most stocks (excluding…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | HIT | |
| “Sandip Agarwal believes it's the right time for long-term investors to start buying equities, including midcap and small…” | Sandip AgarwalSowilo Investment Managers | Nifty Midcap 50 | PENDING | |
| “Sandip Agarwal of Sowilo Investment Managers maintains a neutral to cautious view on the Indian IT services sector in th…” | Sandip AgarwalSowilo Investment Managers | Infosys | NOT GRADED | |
| “Sandip Agarwal is bearish on the current valuations of Indian IT services companies for the next two to three years, des…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | PENDING | |
| “The one-time non-cash impact from new labor codes on IT and banking sectors is significant but not recurring, with the o…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | MISS | |
| “While HCL Tech's recent numbers were better than estimates, driven by its seasonal products and platforms business, its …” | Sandip AgarwalSowilo Investment Managers | HCL Technologies | NOT GRADED | |
| “Sandip Agarwal expects subdued year-on-year constant currency growth, remaining below 5% across large IT firms, to persi…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | MISS | |
| “The entire IT sector remains "very, very expensive" and "not attractive" in his opinion, with valuations stretched on a …” | Sandip AgarwalSowilo Investment Managers | Nifty IT | HIT |