BUSINESS
Can the stake sale in UTI AMC fuel a stock rally?
In the last deal, HSBC Mutual Fund acquired L&T M&F at 4.6 percent of trailing AUM (December 2021)
BUSINESS
Will the management change add more horsepower to BSE stock?
The growth outlook of equity markets, rising financial savings, and the increasing digitalisation of financial services augur well for the stock exchange
BUSINESS
Can Balrampur Chini put your portfolio in a sweet spot?
Investors need to consider whether the stock is worth it, despite stretched valuations and the risk of populist measures in an election year
BUSINESS
What makes 360 ONE Wealth a suitable stock to bet on?
The leading wealth manager in the country with assets under management, advisory and distribution amounting to Rs 274,243 crore as of end FY23 has seen favorable business transition and improved financials
BUSINESS
Should investors go with the Aavas Financiers stock?
The unexpected exit at the top management overshadowed the company’s earnings narrative
BUSINESS
MFs – The losers and the gainers in the new regime
While the SEBI’s move will make MF schemes more attractive to investors, it will put large asset managers at a disadvantage
BUSINESS
Has Bandhan Bank turned the corner?
Earnings set to improve in FY24, but the stock may not see a big rally
BUSINESS
What makes this online insurance marketplace a worthy bet?
There seems to be a renewed interest in the PB Fintech stock, which has suffered a lot, as the valuation has fallen and changes are taking place in the business dynamics
BUSINESS
Will LIC’s FY23 earnings boost investor confidence?
Healthy business growth with improving product mix, if sustained, can lead to a valuation re-rating of the life insurer gradually
BUSINESS
SBI: Firing on all cylinders, offers best risk-reward
Profit performance aided by a strong loan growth, higher margins, and a sharp fall in provisions
BUSINESS
How much upside is there to the IDBI Bank stock with Kotak Bank eyeing a possible stake?
While improved profitability and strengthened balance sheet is comforting, the real attraction for the prospective buyer will be IDBI Bank’s large deposit franchise and widely spread branch network.
BUSINESS
Aditya Birla Capital: Strong business growth and improving profitability
Impressive performance across lending segments, and improving insurance business; fresh capital infusion to further aid growth
BUSINESS
DCB Bank: Risk-reward extremely favourable, buy for long term
Healthy pickup in loan growth, asset quality better, and a significant decline in credit costs/provisions
BUSINESS
Should investors buy the Paytm stock as loss narrows?
For valuation re-rating, the company will have to deliver sustained earnings improvement while adhering to high standards of corporate governance
BUSINESS
HDFC finishes FY23 in style
The housing finance major did not disappoint on any of the three key performance parameters — loan growth, margins, and asset quality
BUSINESS
Home First Finance – A good bet to build investing plinth in affordable housing
Consistent performance in terms of earnings growth and asset quality
BUSINESS
CSB Bank — Gold loans add shine to the performance
The bank showed improvements across most operating and financial parameters though operating expenses rose and treasury profits were lower
BUSINESS
Why this insurance player can be a star performer
The insurer has an early-mover advantage, enjoys significant regulatory arbitrage, and has a strong agency network
BUSINESS
Why is Bajaj Finance stock under pressure despite impeccable business show?
Though loan growth is healthy and asset quality better, downside risks to the stock’s valuation have increased
BUSINESS
Does RBI clarification on HDFC Bank merger spell upside for the stock?
Leeway on priority sector lending and continuity in investments should come as a relief to the bank stock
BUSINESS
ICICI Bank’s stellar show continues; will the valuation gap to HDFC Bank narrow?
ICICI Bank has not only matched HDFC Bank in terms of loan growth, funding profile, asset quality and capital position, but has even far exceeded HDFC Bank on key financial parameters like margins and provisioning buffer
BUSINESS
ICICI Pru – All-round finish to FY23 aided by a strong business growth in Q4
The Q4FY23 performance of the insurer holds out hope of a healthy top-line growth in the future
BUSINESS
ICICI Lombard – Health insurance new growth driver as motor insurance weighs
Growth in health business will improve the insurer’s overall underwriting performance and reduce the expense ratio
BUSINESS
Triveni Engineering & Industries: Preparing for the next growth phase
The company is a key beneficiary of improving sugar industry fundamentals and growing industrial activity
