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Neha Dave

Principal Research Analyst

moneycontrol.com

Repco Home Finance has doubled from its low in June, will the rally sustain?

BUSINESS

Repco Home Finance has doubled from its low in June, will the rally sustain?

Despite the stock price more than doubling from Rs 90 in June 2020 to Rs 240 now, Repco’s valuation is still extremely attractive

Proposed norms for private bank ownership will help the sector attract long–term capital

BUSINESS

Proposed norms for private bank ownership will help the sector attract long–term capital

Relaxing the cap on promoter holding is a big positive

Why LIC Housing Finance merits a look

BUSINESS

Why LIC Housing Finance merits a look

LICHF is trading below its trailing (FY20) book value despite the fact that home loans are the safest and most secured of all categories of retail loans

CAMS Q2 earnings reaffirm unique moats of the business

BUSINESS

CAMS Q2 earnings reaffirm unique moats of the business

For investors who missed subscribing to the IPO or did not get enough allotment, here’s a good opportunity to buy CAMS stock that is trading just 6 percent above its issue price

FM’s stimulus package a positive, but economic revival hinges on actual spending

BUSINESS

FM’s stimulus package a positive, but economic revival hinges on actual spending

The stimulus package will add sparkle to this year's Diwali, but for light to shine on the economy in Samvat 2077, the government will have to spend

Why investors should avoid DCB Bank

BUSINESS

Why investors should avoid DCB Bank

Till DCB Bank gets its liability side in order, we will not see much action or growth on asset side

No respite in equity outflows in October

BUSINESS

No respite in equity outflows in October

Gross inflows in equity funds were almost stable, but redemptions jumped in October

This NBFC-MFI is the best stock in microfinance space as business returns to normal

BUSINESS

This NBFC-MFI is the best stock in microfinance space as business returns to normal

Few in the industry can boast of a track record as CAGL

SBI Q2 : Better earnings and rock bottom valuation merit a buy

BUSINESS

SBI Q2 : Better earnings and rock bottom valuation merit a buy

The big positive for SBI is the high provision coverage ratio, which stood at 88 per cent as of September, up nearly 696 basis points YoY

HDFC’s Q2 earnings indicate that housing finance business is back to normalcy

BUSINESS

HDFC’s Q2 earnings indicate that housing finance business is back to normalcy

HDFC’s stock price is seen to move in tandem with the valuation of subsidiaries and associate companies

Bandhan Bank Q2 show good, but stock upside contingent on collection efficiency

BUSINESS

Bandhan Bank Q2 show good, but stock upside contingent on collection efficiency

Bandhan’s differentiated commercial banking model and high return ratios along with its demonstrated resilience make it a worthy consideration

ICICI Bank: A compelling case for valuation re-rating

BUSINESS

ICICI Bank: A compelling case for valuation re-rating

COVID-19 turned out to be just a speed breaker for ICICI Bank. It hasn’t derailed the bank’s journey forward

Bajaj Finance: What should investors do after weak Q2 performance and muted guidance?

BUSINESS

Bajaj Finance: What should investors do after weak Q2 performance and muted guidance?

Slower growth, deteriorating asset quality and stretched valuation are the three big risks for the Bajaj Finance stock

CSB Bank: Q2 earnings surge, will stock price follow?

BUSINESS

CSB Bank: Q2 earnings surge, will stock price follow?

CSB Bank is well on track to transform into a new-age private sector bank

HDFC Bank: Resilient performance will drive valuation re-rating

BUSINESS

HDFC Bank: Resilient performance will drive valuation re-rating

Given the stellar performance and the high probability of the valuation getting re-rated, HDFC Bank is a must buy stock and should form part of every investor’s core portfolio

Indostar Capital – valuation re-rating on the cards?

BUSINESS

Indostar Capital – valuation re-rating on the cards?

The equity capital infusion has strengthened Indostar’s capital and liquidity position and its ability to grow the book organically

UTI AMC or CAMS: Which stock is a better play for the mutual fund industry?

BUSINESS

UTI AMC or CAMS: Which stock is a better play for the mutual fund industry?

While CAMS listed at a premium of over 20 per cent, UTI AMC listed at a discount to its issue price

Why is mutual fund data positive despite equity outflows in September?

BUSINESS

Why is mutual fund data positive despite equity outflows in September?

Gross inflows in equity funds saw a big jump and redemption pressure subsided in September

HDFC Bank vs Bajaj Finance: Which stock makes a better bet?

BUSINESS

HDFC Bank vs Bajaj Finance: Which stock makes a better bet?

Both HDFC Bank and Bajaj Finance are well-run companies and have gained market share over the past years

This small-sized housing finance company shines amid challenging times

BUSINESS

This small-sized housing finance company shines amid challenging times

Considering Aavas’s growth potential, we believe that the premium valuation will sustain

UTI AMC: Good long-term bet available at reasonable price

BUSINESS

UTI AMC: Good long-term bet available at reasonable price

Spandana Sphoorty -- Business getting back on track, will the stock price follow?

BUSINESS

Spandana Sphoorty -- Business getting back on track, will the stock price follow?

The third largest NBFC-MFI in terms of assets managed as of June has seen its collection efficiency improving from a mere 2 per cent in April to 92 per cent in August

Angel Broking IPO – Industry trend favourable, but valuation pricey

BUSINESS

Angel Broking IPO – Industry trend favourable, but valuation pricey

Investors’ interest in primary market offerings is at a high point, implying good appetite for the Angel Broking IPO

CAMS IPO - Should investors subscribe?

BUSINESS

CAMS IPO - Should investors subscribe?

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