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
BUSINESS
ICICI Lombard – Higher health claims, merger weigh on H1 earnings
While the COVID claims went down, the non-Covid health claim frequency in Q2 FY22 saw a sharp increase compared with Q2 FY21
BUSINESS
Is there more steam left in IDBI Bank’s rally?
While IDBI Bank’s improved profitability and strengthened balance sheet is comforting, the prospective buyer will be lured by the banking licence and the large deposit base
BUSINESS
Aditya Birla Sun Life AMC’s tepid listing at odds with equity MF positive inflows
ABSL MF will continue to be one of the key beneficiaries of the structural growth in the MF industry
BUSINESS
Aditya Birla AMC IPO: Should investors subscribe?
ABSL AMC has retained the fourth position in terms of quarterly average AUM (excluding ETFs) since September 2011
BUSINESS
Is NARCL the answer to the banking sector’s bad loans question?
India’s primary experience with asset reconstruction companies (ARCs) has not been great. Government guarantee, however, could be a game changer
BUSINESS
CDSL – The road ahead for investors after a sharp rally
The stock has almost tripled in the past one year. The question now is whether there is more steam left in the stock after the staggering rally
BUSINESS
Net inflows into equity MFs ease in August, but this AMC stock has some appeal
With positive net flows into equity schemes for six months in a row, stocks of 3 listed AMCs and CAMS remain in focus
BUSINESS
Will HDFC Life’s buyout of Exide Life add value for its shareholders?
Exide acquisition will augment HDFC Life’s agency channel and widen its geographical presence
BUSINESS
Taper Tantrum 2.0 – Can India ward off the 2013 market turmoil rerun?
The Fed has laid the groundwork for tapering this year, but it has also given plenty of advance notice
BUSINESS
CreditAccess Grameen – Will its better collection efficiency work for investors?
While collections of CreditAccess Grameen improved in July, a sustained uptrend will be key from the asset quality perspective
BUSINESS
Repco Home Finance Q1 hit by second wave, but valuation comforting
Repco is facing multiple issues, which include slower growth, stiff competition from banks and rise in bad loans and restructured assets
BUSINESS
Greater traction in housing: These are the stocks to benefit
Housing has linkages with over 20 other sectors and sub-sectors in the economy
BUSINESS
Two stocks to play the record inflows into equity mutual funds
With the ebbing of the virus risk and equity markets scaling new highs, investors poured in Rs 20,742 crore in equity schemes in July — more than a four-fold rise over June
BUSINESS
Aptus Value Housing Finance — Should investors bet on this pricey IPO?
Despite the high growth, Aptus has been able to deliver superior profitability
