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
BUSINESS
SBFC Finance: Can this new kid get a foothold in the listed financial services space?
Strong earnings in Q1 aided by robust growth in AUM despite higher operating expenses
BUSINESS
CSB Bank – Gold loans lend glitter to the lender
The south-based bank has posted healthy loan growth along with high margins and improved asset quality
BUSINESS
PB Fintech: What next for investors after the sharp rally?
Once the insurance regulator launches Bima Sugam, it can pose significant business risk to the online insurance marketplace
BUSINESS
Jio Financial listing: Can it replicate telecom success in financial services?
The huge database at its disposal will help the new entity to scale up its business
BUSINESS
360 One Wealth: a uniquely positioned proxy for markets
Earnings are likely to remain strong in the near to medium term, which, along with valuation re-rating, will drive the stock upside
BUSINESS
LIC profit soars, but business growth, margins stay lacklustre
LIC’s current valuation more than prices in the concerns, making the stock a ripe bet for the long term
BUSINESS
What could be the implications of RBI’s monetary policy on banks?
The central bank’s steps and commentary imply that inflation is going to rule firm and rates are likely to remain high in the foreseeable future
BUSINESS
SBI Q1: Stable performance, ROA above 1 percent makes a strong case for valuation re-rating
Healthy loan growth and stable asset quality underlined bank’s performance in Q1 FY24
BUSINESS
Star Health insurance’s Q1 earnings dented by higher expenses
Long-term growth drivers are intact for this health insurer on the back of retail-oriented product mix, large distribution channel, healthy solvency profile, and improving profitability
BUSINESS
DCB Bank: Some misses in Q1 performance but risk-reward remains favourable
The earnings growth momentum is likely to continue and there is room for further improvement in return ratios
BUSINESS
Bajaj Finance posts stellar Q1 FY24 earnings, but concerns are rising
Stock valuation not pricing in lower earnings growth and the probability of a banking licence
BUSINESS
Why Paytm’s stock may not move higher despite healthy earnings
While fundamentals are turning favorable as seen in improved operating metrics in Q1 FY24, the supply overhang and other factors will keep the price range-bound
BUSINESS
ICICI Bank’s stellar show in Q1 FY24 will fuel further rally in the stock
The bank’s quarterly earnings report reaffirms its strong fundamentals with a strong growth in deposits and advances
BUSINESS
Reliance Q1 results: Newbies cover the weakness of the legacy business
Though O2C revenues declined, consumer-facing businesses displayed better operating efficiencies
BUSINESS
What can RIL’s shareholders expect from Jio Financial Services listing?
While a disruption in financial services may seem a tough task, JFS can surely replicate the monetising success of Jio telecom in financial services
BUSINESS
ICICI Lombard Q1 FY24: Robust growth in health business a silver lining
Premium valuation will not only sustain but the stock price will move up with improving return ratios
BUSINESS
HDFC Bank posts healthy Q1 FY24, likely to stay with the show post merger
Given its track record and execution capabilities, the bank has the capability to do well in terms of growth as well as profitability
BUSINESS
Will Bandhan Bank’s dismal run end in FY24?
The bank’s stock will not see a sustained rally until asset quality woes in its micro-lending book are decisively resolved
BUSINESS
Should investors go with Utkarsh Small Finance Bank IPO?
At the upper end of the price band of Rs 25 per share, the bank is being valued at Rs 2,740 crore.
BUSINESS
Why should investors consider this MF distributor amid regulatory headwinds?
Strong earnings visibility, asset-light business model, high operating leverage, and strong cash flows make Prudent a unique proposition available at an attractive valuation
BUSINESS
ICICI Securities Delisting: Is it a level playing field for investors?
While the swap ratio is in compliance with delisting regulations, it can be viewed as opportunistic
BUSINESS
What does the ICICI Securities delisting move mean for investors?
The success of the delisting will depend on the share-swap ratio and the active participation of investors in the price discovery process
BUSINESS
HDFC-HDFC Bank merger – Should investors bet on it?
Given the bank’s track record and execution capabilities, HDFC Bank can positively surprise the Street both in terms of growth as well as profitability post merger
