BUSINESS
LIC: Will the rising market tide lift this underperformer?
The valuation of the stock points to more upside, but certain issues are dogging the life insurance behemoth
BUSINESS
What makes CSB Bank a preferred bet
Given the bank’s small, restructured book, robust provision coverage ratio, and contingency provision, there seems little risk to future earnings, even if asset quality slips slightly on non-gold portfolio
BUSINESS
BSE gets a standing ovation; will the rally sustain?
BSE has transformed from being a value stock to a growth stock. Such transformations are very rare and tend to get rewarded in a non-linear manner
BUSINESS
Tighter norms for consumer credit: How will RBI’s move impact banks, NBFCs?
The move will slow down growth in consumer credit and adversely impact the earnings of banks and NBFCs
BUSINESS
CDSL: What should investors do after a sharp rally?
High entry barrier and other positive factors to drive the business growth of the depository
BUSINESS
PB Fintech: Why the stock may underperform despite good earnings
The threat of disruption looms large on the profitability of the online insurance market place
BUSINESS
Wage provisions mar SBI’s Q2 earnings; still it’s a worthy bet
Given its sheer size, market share, improved return ratios and favourable asset quality cycle, SBI should command higher than its long-term average valuation multiple
BUSINESS
Protean IPO — Should investors subscribe?
This new issue is a unique play on rising digital adoption in India
BUSINESS
What makes Star Health a good bet despite mixed set of earnings?
Favourable product mix, large distribution channel, healthy solvency profile, and improving profitability aid the growth of the health insurer
BUSINESS
Jio Financial Services takes early steps on a long growth journey
JFSL has set its sights on the high-yielding retail lending business and would also want to capture payments solution opportunities for merchants and individuals
BUSINESS
Why won’t better profits and upbeat guidance move Bandhan’s stock?
Unless the bank meaningfully comes out of asset quality issues, it will be difficult for the entity to return to the path of pre-Covid profitability
BUSINESS
Will Paytm stock price mimic financial performance?
Competition and regulatory risks can pose hurdles to the fintech’s progress
BUSINESS
Is ICICI Bank’s profit surge in Q2 FY24 sustainable?
Compared to its peer, ICICI bank has far better margins, relatively higher earnings growth, and a strong contingent provision buffer
BUSINESS
ICICI Lombard Q2 FY24: Earnings driven by strong premium growth
The shift in the insurer’s product mix in favour of health insurance augurs well for future profitability
BUSINESS
Bajaj Finance: Strong earnings growth, but sustainability is debatable
Capital allocation in relatively low-yielding segments may adversely impact future profit growth and the ROE
BUSINESS
HDFC Bank falters on profit growth in the first quarter, post merger
The long-term profitability picture will only be clear once the merger dynamics fully play out
BUSINESS
HDFC Life: Resilient show in H1 FY24, premium valuation to sustain
The life insurer has a balanced product mix with focus on high-margin protection business
BUSINESS
Is the jump in BSE’s stock price justified?
If the BSE continues to gain market share, there is a very high probability of earnings upgrade
BUSINESS
This NBFC -MFI is the best stock to play the micro-finance space
Though a risky business segment, CreditAccess Grameen is expected to register a healthy growth going forward
BUSINESS
HDFC Bank’s strong business growth is positive amid the merger blues
Profitability may take a hit in the near term, but next fiscal the bank can positively surprise the Street
BUSINESS
Which is the best stock to play the booming capital markets?
CDSL is a good proxy for the rising digitalisation of financial services businesses
BUSINESS
This stock is the best proxy play for rising inflows into equity funds
Given the strong tailwinds in the MF industry, we see the stock to be a long-term compounder.
BUSINESS
Meet this long-term compounder among listless listed life insurers
SBI Life is the clear leader among the big three private insurers in terms of distribution scale
BUSINESS
What explains a sharp rally in BSE and can it stay on?
The new CEO is trying to revive the BSE that has long played distant second fiddle to the NSE
