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Neha Dave

Principal Research Analyst

moneycontrol.com

Should investors subscribe to Tamilnad Mercantile Bank IPO?

BUSINESS

Should investors subscribe to Tamilnad Mercantile Bank IPO?

IDBI Bank-CSB Bank potential merger: What does it hold for shareholders?

BUSINESS

IDBI Bank-CSB Bank potential merger: What does it hold for shareholders?

IDBI Bank’s ownership can be a shot in arm for Fairfax’s banking ambitions as the former is ten times the size of CSB Bank in terms of asset base

Why should investors bet on DCB Bank?

BUSINESS

Why should investors bet on DCB Bank?

Asset quality stress seems to have peaked; operating efficiency set to improve

Why SBI Cards is an 'avoid' despite strong earnings

BUSINESS

Why SBI Cards is an 'avoid' despite strong earnings

Past perfect, present tense and future is highly uncertain for SBI Cards

Why should investors consider these two wealth firms despite market swings?

BUSINESS

Why should investors consider these two wealth firms despite market swings?

Recurring revenue gives visibility and management guidance is positive; attractive valuations make them good long-term bets

HDFC Q1: Temporary margin compression mars strong show

BUSINESS

HDFC Q1: Temporary margin compression mars strong show

Robust growth in the individual segment and lower credit costs bolster performance

SBI Life — Solid all-round Q1 numbers, best placed among private life insurers

BUSINESS

SBI Life — Solid all-round Q1 numbers, best placed among private life insurers

While the better product mix and higher VNB margin is encouraging, three things differentiate SBI Life from other private players – market leading share, largest bancassurance channel and lowest cost structure

Bajaj Finance: Glorious past, dynamic present, poised for brighter future

BUSINESS

Bajaj Finance: Glorious past, dynamic present, poised for brighter future

Solid earnings in Q1 befit the premium valuation of the non-bank lender

ICICI Bank Q1 FY23: Solid all-round show, re-rating to continue

BUSINESS

ICICI Bank Q1 FY23: Solid all-round show, re-rating to continue

ICICI Bank’s performance reflects why the bank, once the poster boy for stressed assets, today trades on a par with HDFC Bank, the Mr Consistent of the Indian banking industry

ICICI Lombard Q1 — Robust growth, fall in health claims drive strong earnings

BUSINESS

ICICI Lombard Q1 — Robust growth, fall in health claims drive strong earnings

ICICI Lombard's June 2022 quarter earnings indicate that the non-life insurer is set for a revival this fiscal following a tough FY22

ICICI Pru Q1 FY23 – Robust margins, but growth lags

BUSINESS

ICICI Pru Q1 FY23 – Robust margins, but growth lags

ICICI Pru’s Q1 FY23 earnings underscore that it is well on track to achieve the VNB target for FY23

HDFC Bank Q1: Strong growth, but treasury loss hurts earnings

BUSINESS

HDFC Bank Q1: Strong growth, but treasury loss hurts earnings

Retail growth picked up in Q1FY23, and if the momentum sustains, FY23 could well turn out to be a comeback year for the bank

RBI’s move to free forex inflows a right step, but not enough to halt rupee’s fall

BUSINESS

RBI’s move to free forex inflows a right step, but not enough to halt rupee’s fall

RBI has taken baby steps to smoothen the volatility in currency market. It will have to take a giant leap forward (by hiking interest rates and/or dipping into forex reserves) to halt the weakening of the rupee

Which private life insurance stock offers best risk-reward?

BUSINESS

Which private life insurance stock offers best risk-reward?

Growth moderation and rise in interest rates are headwinds for life insurance companies

What makes Home First a preferred bet in housing finance space?

STOCKS

What makes Home First a preferred bet in housing finance space?

Home First stands out in the crowded affordable home financing space

What explains the distressed valuation of this housing finance company?

BUSINESS

What explains the distressed valuation of this housing finance company?

Mortgage lender's stock has plunged 49 percent year-to-date (YTD) compared to a 9 percent fall in the Nifty in the same period

Fintechs at the gate – regulatory intervention to gain ground

BUSINESS

Fintechs at the gate – regulatory intervention to gain ground

The probability of disruptors getting disrupted have increased as fintechs stare at big regulatory risks

What makes this platform business a red-hot bet despite shrinking volumes?

BUSINESS

What makes this platform business a red-hot bet despite shrinking volumes?

The stock has corrected more than 50 percent from its 52-week high price seen in mid-March’22

City Union Bank: Faster loan pick-up, asset quality comfort will drive rerating

BUSINESS

City Union Bank: Faster loan pick-up, asset quality comfort will drive rerating

The bank management had guided to better return on assets (ROA) at 1.5 percent by FY23 and has already delivered 1.4 percent in FY22

US earnings | Healthy headline growth in Q1 masked weakness under the surface

BUSINESS

US earnings | Healthy headline growth in Q1 masked weakness under the surface

In an inflationary environment with a looming threat of an economic slowdown, the decline in valuation usually precedes the downward earnings revisions

This non-bank micro lender is the best play on recovery in microfinance

BUSINESS

This non-bank micro lender is the best play on recovery in microfinance

The management’s guidance is very positive and the expected good monsoon will provide a boost to the rural economy, which is a key target client market

Why Prudent Corporate is worth a look in uncertain times

BUSINESS

Why Prudent Corporate is worth a look in uncertain times

Prudent is the third largest MF distributor after NJ India and ICICI Securities among the non-banks with a closing MF AUM of Rs 49,473 crore as of March end

IDBI Bank’s journey is far from smooth. But why should investors consider it?

BUSINESS

IDBI Bank’s journey is far from smooth. But why should investors consider it?

The central government's and LIC’s exit can boost the stock upside

Does Paytm’s valuation drop from $19bn to $5bn make it a worthy bet?

BUSINESS

Does Paytm’s valuation drop from $19bn to $5bn make it a worthy bet?

Profit seems to be passé, but healthy growth in key operating metrics in FY22

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