BUSINESS
IIFL Wealth’s Q2 FY23 earnings show resilience of the business model
The management’s strategy of focusing on annual recurring revenue (ARR) as opposed to transaction/brokerage revenue has helped in reducing the volatility in revenue
BUSINESS
ICICI Bank Q2 earnings: Can it trade at a valuation premium to HDFC Bank?
ICICI Bank has not only outperformed the benchmark indices Nifty and Bank Nifty, but also delivered higher returns compared to HDFC Bank and Kotak Bank
BUSINESS
Bajaj Finance’s Q2FY23 earnings confirm the strong has become stronger
Over the past decade, BFL has transformed itself from a largely captive vehicle financier to the second-largest non-bank with a diversified portfolio and now it is all set to transform to the country’s most profitable fintech player
BUSINESS
ICICI Lombard Q2 FY23 — Robust premium growth a key positive
The insurer’s premium valuation will sustain on the back of its market leading share, fairly diversified product mix, strong multi-channel distribution network, solid technological prowess, strong solvency profile, and healthy profitability
BUSINESS
Why is ICICI Pru’s stock underperforming despite robust margin in H1 FY23?
The business makeover should help this private life insurer accelerate business growth, along with higher margins
BUSINESS
HDFC Bank Q2 – All-round show, margin beat a key talking point
While the re-rating of HDFC Bank will be contingent on merger-related developments, the profitability outlook is still very strong
BUSINESS
Bandhan’s stock didn’t react positively to healthy business growth update. Why?
Bandhan’s stock will not see a sustained rally until asset quality woes in its micro-lending book are decisively resolved. And even if the asset quality improves, the valuation multiple is unlikely to jump to historical levels
BUSINESS
Why S&P 500 may test more lows even as Fed pivot hope rises
In these uncertain times, the strategy should be to focus on quality, value aspects and names that reward shareholders through dividends
BUSINESS
Should investors subscribe to Tamilnad Mercantile Bank IPO?
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
BUSINESS
Why should investors bet on DCB Bank?
Asset quality stress seems to have peaked; operating efficiency set to improve
BUSINESS
Why SBI Cards is an 'avoid' despite strong earnings
Past perfect, present tense and future is highly uncertain for SBI Cards
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
BUSINESS
HDFC Q1: Temporary margin compression mars strong show
Robust growth in the individual segment and lower credit costs bolster performance
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
BUSINESS
Bajaj Finance: Glorious past, dynamic present, poised for brighter future
Solid earnings in Q1 befit the premium valuation of the non-bank lender
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
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
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
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
BUSINESS
Which private life insurance stock offers best risk-reward?
Growth moderation and rise in interest rates are headwinds for life insurance companies
STOCKS
What makes Home First a preferred bet in housing finance space?
Home First stands out in the crowded affordable home financing space
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
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
