BUSINESS
Do Q3 earnings indicate an end to Bandhan’s asset quality woes?
Earnings in Q3 FY22 was mainly led by a significant fall in provisions as collection efficiency improved
BUSINESS
ICICI Lombard Q3 earnings muted, but the stock is a long-term compounder
ICICI Lombard’s premium valuation will sustain, given its market leading share in a secular growth sector, fairly diversified product mix, multi-channel distribution network, solid technological prowess, strong solvency profile, and healthy profitability
BUSINESS
Bajaj Finance: Record quarterly earnings, but valuation calls for caution
The stock is trading at more than thrice the valuation of HDFC Bank
BUSINESS
LIC IPO: Decoding the metrics, products and terms in life insurance that matter for investors
A guide to the jargon associated with life insurance for policyholders who may want to subscribe to Life Insurance Corporation’s upcoming IPO
BUSINESS
MF industry signs off 2021 on a high, equity inflows in December hit a record
All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
BUSINESS
Anand Rathi Wealth Q3 makes a mark, can it keep the sparkle?
The big question on investors mind is whether they can place fresh bets on this newly listed mid-sized wealth firm
BUSINESS
Deep Value Series: Does distressed valuation of LIC Housing Finance present investment opportunity?
LICHF’s asset quality has come under pressure with sharp rise in stage 3 assets and restructured loans
BUSINESS
SBI Cards – Should you look at the stock, post moderation in valuation?
The mono-line nature of SBI Cards' business with unsecured portfolio is an area of concern while regulatory risk poses uncertainty
BUSINESS
Deep Value Series: Is it time for SBI stock to be up and running, again?
Even after the strong rally in the past year, SBI is still trading at an attractive valuation
BUSINESS
Home First Finance -- Can the stock move up despite the rich valuations?
HFFC is poised to grow without the need to raise fresh capital over the medium term
BUSINESS
Anand Rathi IPO – Which listed peers offer better value than this issue?
Anand Rathi Wealth is among the top 5 non-bank mutual fund distributors in India in terms of gross commission earned in FY21
BUSINESS
Star health IPO – should investors subscribe?
Being a leading player in a secular growth segment, Star health will be a key beneficiary of the growing demand of health insurance especially from the retail segment
BUSINESS
LIC IPO: Valuation takes the centre-stage
LIC is likely to be the country’s most valued company on its listing and will herald a new era in India’s financial and insurance market
BUSINESS
Why the steep fall in stock price does not make Paytm attractive
Concern for Paytm is not just limited to its lofty valuation and lack of profitability
BUSINESS
What makes Repco Home Finance a worthy bet despite lack of growth?
The lender’s loan book hasn’t changed much in the past one year, and consequently earnings growth has been muted
BUSINESS
Is the worst over for Bandhan Bank?
For Bandhan Bank, a lot depends on recoveries from borrowers or through various government schemes
BUSINESS
How much more can SBI’s stock rally on the back of stellar earnings in Q2FY22?
While the staggering rally so far was mainly driven by the expansion in valuation multiples, we see earnings growth to lead further upside.
BUSINESS
Paytm IPO: Priced at sky-high valuation, should investors subscribe?
In its aim to be India's super-app, Paytm has added many business lines that may augment revenues in the future, but each one comes with a lot of uncertainty.
BUSINESS
HDFC Q2 – Strong and steady show continues
HDFC’s ability to deliver a consistent performance, in spite of its large size and high competition, justifies the premium valuation to its peer group
BUSINESS
PB Fintech IPO – Should investors bet on this pricey new-age business?
Policy Bazaar is the prominent asset, accredited for starting online insurance sales in India some 13 years ago
BUSINESS
Fino Payments Bank IPO – Should investors bet on this pricey but unique business?
Fino is a specialised bank that provides services in a cost effective way with the help of technology
BUSINESS
Bajaj Finance’s business revives in Q2, well on the way to become leading fintech player
Paytm listing will provide a relative benchmarking for Bajaj Finance’s digital initiatives
BUSINESS
Is ICICI Bank the next HDFC Bank? Which one should investors prefer?
ICICI has closed the gap with HDFC Bank on most financial parameters - funding profile, loan book mix , asset quality, provisioning buffer, capital position, and most importantly the margins
BUSINESS
ICICI Bank Q2 earnings – Firing on all cylinders
While ICICI Bank’s performance improved across all fronts, the three key highlights are market leading loan growth, best-in-class margins and high provision buffer
