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Neha Dave

Principal Research Analyst

moneycontrol.com

Which housing finance stocks offer value after the recent rally?

BUSINESS

Which housing finance stocks offer value after the recent rally?

Following a polarised price performance , valuations of HFCs show a stark picture of divergence

Privatisation of GIC Re: Will the government bite the bullet?

BUSINESS

Privatisation of GIC Re: Will the government bite the bullet?

If the public sector reinsurer is privatised, it will unlock huge value

Which life insurance stock should investors bet on?

BUSINESS

Which life insurance stock should investors bet on?

While COVID-19 turned out to be a speed breaker for fast-growing life insurers, the structural growth story of the insurance sector remains intact

Outflows from equity mutual funds continued in January. Will the trend reverse in CY21?

BUSINESS

Outflows from equity mutual funds continued in January. Will the trend reverse in CY21?

Gross inflows in equity funds have gathered pace, but redemption has more than doubled since July 2020

Should investors bet on SBI Card?

BUSINESS

Should investors bet on SBI Card?

SBI Card trades at a premium valuation as the Street ascribes the valuation of a consumption company to the stock

SBI Q3 earnings strong, best bet on economic recovery

BUSINESS

SBI Q3 earnings strong, best bet on economic recovery

With the financial sector looking relatively upbeat now, we expect the SBI stock to outperform

HDFC Q3: Healthy loan growth, but stressed assets inch up

BUSINESS

HDFC Q3: Healthy loan growth, but stressed assets inch up

Diversified businesses make HDFC a relatively less risky bet

ICICI Lombard: Premium growth recovering, lower claims boost profits

BUSINESS

ICICI Lombard: Premium growth recovering, lower claims boost profits

While the overall premium growth in FY22 is expected to be higher, the merger with Bharti AXA will put pressure on ICICI Lombard's FY22 financials

Budget 2021 -- Why bank recapitalisation amount of just Rs 20,000 crore is not bad news

BUSINESS

Budget 2021 -- Why bank recapitalisation amount of just Rs 20,000 crore is not bad news

While the Budget 2021 proposals are encouraging, the government has to act swiftly in getting private participation and taking toxic assets out of the system

ICICI Bank — Q3 earnings strong, but is there more steam left in the stock?

BUSINESS

ICICI Bank — Q3 earnings strong, but is there more steam left in the stock?

ICICI Bank scores very high on balance sheet strength and this is one of the key reasons for our optimism

ICICI Securities — Q3 earnings growth robust, but is it sustainable amid rising regulations?

BUSINESS

ICICI Securities — Q3 earnings growth robust, but is it sustainable amid rising regulations?

ICICI Securities is a single play on three trends — rising digitisation, soaring market capitalisation and increasing financialisation of savings

Bandhan Bank — Should investors still bet on it?

BUSINESS

Bandhan Bank — Should investors still bet on it?

Third-quarter results lay bare micro lender Bandhan's vulnerability to political events

Home First Finance’s IPO is pricey, should investors subscribe?

BUSINESS

Home First Finance’s IPO is pricey, should investors subscribe?

Given the high growth potential, professional management along with a well-capitalised balance sheet, HFFC is well poised for the growth in the affordable housing finance space

Bajaj Finance: What explains premium valuation when Q3 show is weak?

BUSINESS

Bajaj Finance: What explains premium valuation when Q3 show is weak?

BFL’s pricey valuation implies that the Street is looking beyond FY21 and assigning high multiple for its future initiatives

CSB Bank’s Q3 earnings surge, but will the shine of gold loans continue?

BUSINESS

CSB Bank’s Q3 earnings surge, but will the shine of gold loans continue?

While CSB’s overall loan growth was a healthy 22 per cent YoY in Q3, gold loans increased by a whopping 60 per cent YoY

HDFC Bank’s Q3 earnings show why it is among the top 10 valued banks globally

BUSINESS

HDFC Bank’s Q3 earnings show why it is among the top 10 valued banks globally

Valued at around $137 billion, HDFC Bank has raced ahead of HSBC and Citigroup in market capitalisation

IRFC IPO – Does it offer value?

BUSINESS

IRFC IPO – Does it offer value?

IRFC remains strategically important as it raises around 25-35 per cent of the total planned outlay of the Ministry of Railways

What can the banking industry expect from Union Budget 2021?

BUSINESS

What can the banking industry expect from Union Budget 2021?

The Street hopes to see Budget 2021 transforming the PSBs into drivers of economic growth from being a drain on government finances

What can a potential merger of HDFC and HDFC Bank bring to the table?

BUSINESS

What can a potential merger of HDFC and HDFC Bank bring to the table?

With benefits outweighing the cost, a merger can be a win-win situation for both HDFC and HDFC Bank

Pre-earnings business update: Bajaj Finance’s loan growth crawls, HDFC Bank's defying slowdown

BUSINESS

Pre-earnings business update: Bajaj Finance’s loan growth crawls, HDFC Bank's defying slowdown

Bajaj Finance’s conservative view of not growing the book is completely contradictory to that of HDFC Bank’s opportunistic growth

Here’s how Assam’s microfinance bill will impact Bandhan Bank

BUSINESS

Here’s how Assam’s microfinance bill will impact Bandhan Bank

Out of the Rs 12,367-crore micro loans in Assam, more than 50 percent is by Bandhan Bank

Markets in 2021: Here’s what to expect

BUSINESS

Markets in 2021: Here’s what to expect

We see an upside bias in markets in the near term as there is significant potential for further weakness in the dollar

PVR – What has triggered another fundraising plan?

BUSINESS

PVR – What has triggered another fundraising plan?

The board of PVR, the largest multiplex operator of the country, has approved fund raising of up to Rs 800 crore through the issue of equity (or other instruments)

Aavas Financiers: Is the premium valuation justified or is it an overreaction?

BUSINESS

Aavas Financiers: Is the premium valuation justified or is it an overreaction?

Aavas’s stock price can move in line with earnings growth, which is likely to be strong over the next few years

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