BUSINESS
Shriram Finance Q2 preview: NII, profit to grow 18% YoY each, led by strong AUM growth
Shriram Finance's NII is expected to rise 18 percent year-on-year (YoY) to Rs 5,430 crore in Q2FY25
BUSINESS
Brokerages bump up Bajaj Finance target price on strong Q2, predict up to 41% upside potential
Strong tech initiatives, comfortable capital position, and attractive valuations are some of the re-rating drivers going ahead, said analysts
BUSINESS
IndusInd Bank Q2 preview: NII, profit to rise in single-digits YoY, margins may moderate
IndusInd Bank's net interest income is likely to rise by 9 percent YoY to Rs 5,533 crore in Q2FY25
BUSINESS
Bajaj Finance sees margin recovery as cost of funds peak, more investment in new business lines
Bajaj Finance plans to reinvest margin gains into new business lines, which currently contribute 2-3 percent of Assets Under Management
BUSINESS
SBI Life Q2 preview: APE likely to grow 6% YoY led by new policy premiums, margins to slightly dip
SBI Life is expected to report a 6 percent YoY increase in Annualised Premium Equivalent to Rs 5,553 crore in Q2FY25
BUSINESS
Short call | How Hyundai Motor's debut could send markets into a spin; IndiaMart InterMesh, Gravita India in focus
"It is liquidity that moves markets" - Stanley Druckenmiller
BUSINESS
Bajaj Finance Q2 preview: NII, profit to see double-digit growth led by strong loan growth, IPO arm stake sale
Bajaj Finance's net interest income is expected to increase by 32 percent YoY to Rs 9,557 crore in Q2FY25
BUSINESS
Kotak Mahindra Bank top Nifty loser as Q2 results disappoint Street, RBI embargo may weigh on outlook
Weaker loan growth, higher slippages, shrinking margins, and the RBI's restrictions on its digital banking operations impacted the bank’s Q2 performance, with brokerages warning that these challenges could remain key concerns moving forward
BUSINESS
HDFC Bank jumps 4%, emerges top Nifty gainer as Street rejoices Q2 results, fall in CD ratio
The consensus view is that the bank is on a stable path to address post-merger challenges as NII, profit metrics grow and credit to deposit ratio drops
BUSINESS
Greed of returns overpower risks, stock valuations diverging from fair value: Kotak Institutional Equities
Given the widening disparity of risk between current prices and fair value of stocks across the board, the odds of correction increases, say analysts
BUSINESS
What does Middle East tension, oil price spike mean for India's macro economy?
For every $10 increase in oil prices, India's inflation rises by about 0.3 per cent. As a result, the current account deficit widens by $12.5 billion, which is equivalent to roughly 43 basis points of GDP, according to Sugandha Sachdeva, Founder of SSWealth Street.
BUSINESS
How oil can spoil the market party: impact on economy, market sentiment, sectors and stocks
Recent events point out to a widening escalation that could trigger correction up to 15 percent if Brent breached $85-mark
BUSINESS
Markets not pricing in Middle East conflict risk yet, correction likely if crude oil spikes: Analysts
Although markets haven't priced in this threat yet, analysts cautioned that a broader conflict could spark a correction, especially if crude prices surge
BUSINESS
Short call | Can Q2 results justify markets' record-breaking rally? PB Fintech, Amara Raja in focus
"No matter what happens to the market, earnings will determine the results" - Peter Lynch
BUSINESS
Stay selective on IT stocks amid soft management commentary, rich valuations: Jefferies
Jefferies sees limited scope for margin expansion in FY25 owing to slow revenue growth
BUSINESS
Why banking stocks will continue to struggle even if RBI follows Fed's 50 bps rate cut path
Banking stocks pain is set to continue in the near-term due to trailing margins, sluggish deposit growth, and widening CDR ratio
BUSINESS
FIIs favour India vs other EMs so far in September, buying spree may build on, say experts
While the trend is expected to continue, experts caution that India will need strong earnings growth to absorb the significant liquidity
BUSINESS
Short call | Will India be the top FII darling among EMs post Fed's policy pivot? Ashok Leyland, Emcure Pharma in focus
"An investor wants to go where the growth is" - Bill Gross
BUSINESS
Bajaj Housing Finance's bull run not over yet, experts forecast another 24% upside
Brokerages have initiated 'buy' calls on Bajaj Housing Finance, citing management's strong pedigree to position it as the next 'HDFC' and its superior asset quality
BUSINESS
Analyst Call Tracker August 2024: Shriram Finance hits hattrick as top pick on Street, HDFC Life makes strong debut
Based on Moneycontrol's tracker, 39 out of 40 brokerages have given a 'buy' rating for Shriram Finance, with only 1 maintaining a 'sell' recommendation for the NBFC
BUSINESS
Short call | Why markets shouldn't be too excited about Fed rate cuts; Tata Power, Coforge, Inox Wind in focus
"You can't predict, but you can prepare." - Howard Marks
BUSINESS
Madhabi Puri Buch's IIM-Ahmedabad batchmates call allegations against her 'false'
Buch's batchmates have dismissed the allegations against her as 'baseless'
BUSINESS
Analysts bullish on IndiGo even as Gangwal Family Trust trims stake
Analysts are of the view that IndiGo has a strong hold in the aviation market, which should keep its wings soaring higher
BUSINESS
Cabinet greenlights 12 industrial smart cities; which stocks should you keep on radar?
Cabinet's nod for development of 12 industrial smart cities across 10 states is expected to boost industrial stocks, particularly in the metals, cement, and construction sectors
