BUSINESS
SC third party motor insurance ruling: Here’s how it impacts general insurance companies
General insurance companies can see higher premium growth due to long term third party motor insurance policies but profitability still uncertain
BUSINESS
JK Paper: Well positioned in a sector on an upturn
Macro factors such as favourable demand – supply dynamics along with micro factors like increased capacity and operating efficiency will continue to aid JK Paper’s profitability
BUSINESS
SBI Q1 review: Asset quality woes receding; a long-term buy
The bank didn’t avail of RBI’s dispensation with regard to spreading of MTM loss over four quarters and instead took the full hit in Q1.
BUSINESS
Reliance Nippon AMC Q1: Re-rating in store; attractive buy
While a rightful discount to HDFC AMC is justified, RNAM is trading at a discount to IIFL wealth, which is unwarranted.
BUSINESS
ICICI Prudential or HDFC Standard: Which life insurance stock should you pick?
While investing in the share of HDFC Standard Life can offer downside protection, investors will be better off with ICICI Prudential Life as it offers upside potential as well
BUSINESS
Bajaj Finance & Bajaj Finserv: Strong earnings that justify stock rally
The stock is expensive, but for a reason. Investors cannot ignore this business of lending to the aspirational mass, which is in a sweet spot.
BUSINESS
Outside food in theatres: Wait till the picture becomes clear
The current developments on F&B front can hurt earnings and thereby the high valuations of multiplex operators
BUSINESS
DCB Bank Q1 review: Muted earnings a short term blip, Buy for the long term
While Q1 earnings were subdued, we expect future profitability to improve, albeit gradually, as operating leverage will play out with growth in the business
BUSINESS
Nifty scales 11,000, but why stocks and investors are both depressed
To play safe, institutional and retail investors preferred large caps with a promising profitability potential and robust fundamentals, whereas mid and small caps bore the brunt of selling pressures.
BUSINESS
Wealth management business: 4 stocks to watch out for
Outlook for the wealth management industry is promising as the market is under penetrated, likely to grow in sync with India’s economic growth and rising income levels in the economy
BUSINESS
SEBI pulls ICICI Pru AMC for I-Sec IPO: Potential financial impact on group cos
While the SEBI rule is another blow to ICICI Group’s corporate governance standards, we try to understand the financial implications of the order on the group companies.
BUSINESS
Rupee staring at 70/$: Is this 2013 all over again?
We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted.
BUSINESS
Potential stake sale in PNB Housing Finance- Here’s what investors needs to know
At the current valuation, the probability of HDFC buying PNB housing is minuscule.
BUSINESS
IIFL Wealth's recent fund raising exercise only brightens its future prospects
The capital raised by the wealth management company suggests that its valuation is currently around Rs 14,600 crore, which is 38 times its FY18 profit
BUSINESS
COMMENT-Here's how Chanda Kochhar's exit will impact the ICICI Bank stock price
While there will be speculation on the potential CEO for the term beginning March next year, the managerial changes do help in addressing the succession planning at the bank to some extent.
BUSINESS
Fed delivers on rate hike with improved growth outlook; here's what we make of it
In the June policy, the Fed chose to concentrate on the US' economy rather than be distracted by emerging market woes
BUSINESS
Dissecting the Trump-Kim summit and its implications on global markets
The most important takeaway from this summit is that economic objectives took precedence over politics
BUSINESS
CDSL: A good, low-risk play on the growth in capital markets
CDSL is well-poised to benefit from capital markets continuing to grow in scale and depth. More importantly, we like the depository's inherent strength and the uniqueness of its business model
BUSINESS
BSE: Buy this resilient business
We see BSE as a beneficiary of buoyant capital market conditions. The stock offers a unique value proposition making it a worthy buy.
BUSINESS
Centre’s bailout package: How should you trade sugar stocks now?
The government’s measures are likely to result in an increase in sugar prices and moderate the decline in profitability of mills, thus enabling timely payment to farmers. However, overall profitability outlook for the sugar sector remains weak for FY19.
BUSINESS
Indostar Capital: A reasonably priced long-term bet
Indostar reported a subdued yet healthy earnings, with above industry average RoA of 3.5 percent, supported by high margins and low credit cost
BUSINESS
GIC Re Q4 earnings: Subdued quarter; but long term buy
Being the leader in reinsurance in India, GIC Re has competitive strengths in the domestic market in terms of strong underwriting and actuarial capabilities.
