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
BUSINESS
Contrasting tale of housing finance companies HDFC and LIC HFC -- which one should investors bet on?
The already battered stock of LICHF corrected further following the announcement of its June-quarter earnings pushing it to distressed valuations
BUSINESS
Bandhan Bank’s stress assets surge in Q1. Have asset quality issues peaked for the bank?
The bank’s credit cost increased from 2.3 per cent in FY20 to 5.1 per cent in FY21 to a further 7.2 per cent in Q1FY22
BUSINESS
ICICI Lombard Q1 hit hard by surge in health claims
ICICI Lombard saw a significant spike in COVID-19 claims intimated, from just around 1,300 cases in Q1FY21 to around 46,000 in Q1FY22
BUSINESS
SBI Cards asset quality improves in Q1; a good proxy play on economic recovery
The novelty factor, along with solid market position, growth prospects, strong parentage and superior return ratios, makes SBI Cards a worthy bet
BUSINESS
CSB Bank: Rise in NPAs in gold loans takes the shine off Q1 earnings
While GNPA of CSB Bank has risen, ultimate credit cost – a more appropriate indicator of asset quality for gold loans – is expected to remain low
BUSINESS
Bajaj Finance Q1 hits a rough patch, asset quality loses balance
The stock upside hinges on progress of digital plans
BUSINESS
HDFC AMC Q1 – Rich valuation and falling market share to limit stock upside
Despite a pick-up in AUM and higher equity contribution, yields remained under pressure during the quarter
BUSINESS
HDFC Bank’s earnings growth moderates in Q1 — Is the golden era over?
A marginal blip, but bank well poised to leap forward
BUSINESS
How should investors look at Zomato’s valuation?
While its market share has grown in recent years and popularity has increased manifold after the outbreak of the pandemic, Zomato’s IPO pricing has raised many eyebrows
BUSINESS
Equity inflows moderate in June, but rising SIP folios and assets a bright spot
Regular investing in MF schemes reached a new milestone, with SIP accounts crossing 4 crore and SIP AUM reaching an all-time high of Rs 483,964 crore
