BUSINESS
Ujjivan SFB: Why the recent underperformance calls for attention
Valuation looks attractive in the context of high RoA
BUSINESS
Esaf Small Finance Bank – Is it an opportunity as the stock price gets back to the IPO level?
Because of the predominance of microfinance, asset quality has worsened
BUSINESS
Control Print: Why it's a portfolio stock for the long term
With economic recovery gathering momentum, top line would gain traction and margins should be stable
BUSINESS
Manappuram Finance: Who should own this stock?
Proposed microfinance IPO and reasonable valuation could be a big draw for risk-takers
BUSINESS
Muthoot Finance – Why it will remain a modest performer with little fireworks
Margin gain unlikely in principal gold loan business and non-gold businesses will entail higher credit cost
TRENDS
VIP Industries: Can it be trusted in your investing journey?
The management’s revival strategy and strong macro make the stock worth carrying for long-term investors
BUSINESS
Juniper Hotels IPO: Should you subscribe to the luxury hospitality company?
Mixed sentiments around Juniper Hotel’s IPO and expansion prospects
BUSINESS
Safari – Why this suitcase ought to be carried during the investing journey
The luggage maker is expanding capacity and foraying into premium products to cash in on the travel boom
TRENDS
IRCTC Q3 FY24 – Valuation running faster than the train
With limited growth opportunity in high-margin internet ticketing, we see modest earnings growth ahead
TRENDS
EaseMy Trip Q3 FY24 – Not easy to defend the premium valuation
The travel portal lost market share in Q3 and profitability was under pressure
BUSINESS
Capital Small Finance Bank – Is it worth putting in your capital?
While the SFB has several positive attributes, there are a few pockets of worry
TRENDS
RateGain Q3 FY24 – The strong show continues
The travel SAAS player delivers a good quarter with traction in revenue and operating margins
BUSINESS
How credible are the Interim Budget 2024 numbers?
The assumptions made in the fiscal maths are credible and the bid to cut revenue expenditure is welcome
BUSINESS
Tourism takes focus in Modi's Budget, positive for hospitality, allied sectors
The government’s move to develop tourism is positive for tourism-related industries such as hotels and luggage companies
BUSINESS
How costly are the markets going into the interim Budget 2024?
Market valuation looks reasonable and earnings growth is trending higher
BUSINESS
Is AU Small Finance Bank a good buy, post the steep fall?
An uptick in the RoA will be gradual as the bank continues to invest for the future
BUSINESS
Mas Financial Q3 FY24 – A steady long-term compounder
Mas Financial is a consistent performer and is poised to deliver a predictable long-term return
TRENDS
Tech Mahindra Q3 FY24 – A mixed bag, staring at a reset with the ongoing restructuring
Restructuring aims to maximise revenues, improve margins, and create a future-ready organisation
BUSINESS
Axis Bank Q3 FY24 – Steady amid mounting deposit challenges
Scope for near-term RoA expansion looks limited though long-term story intact
BUSINESS
Persistent Systems Q3 FY24 – Industry-leading performance at a steep valuation
Given the traction in order inflows, the company is confident of growing in the leaders quadrant
BUSINESS
Kotak Mahindra Bank Q3 FY24: quarterly one-offs do not take away the long-term story
The group is present across the entire gamut of financial services and a sizeable promoter stake lends huge comfort
BUSINESS
IndusInd Bank Q3 FY24: A mixed bag
Deposits becoming more granular, loan growth is strong, but steep increase in slippage to NPA
TRENDS
LTI Mindtree Q3 FY24 – quarter marred by seasonality
Though order booking is strong, an uptick in margins will take more time than expected
BUSINESS
Federal Bank Q3 FY24 – Valuation remains a draw
RoA expansion to be challenging though earnings growth is likely to be decent
