BUSINESS
CDSL – Valuation full, but earnings growth can drive stock upside
CDSL posted solid earnings in Q2 FY25 and the stock valuation is full. However, MC Pro lists the reasons that can drive further stock upside
BUSINESS
Medi Assist’s Q2 steady, a good proxy for health insurance
The TPA has demonstrated the ability to acquire companies in related businesses, successfully integrate them, and scale them up
BUSINESS
Will the robust BSE Q2 earnings translate into further stock upside?
The bourse is vulnerable to weakness in equity markets and adverse regulatory changes, both of which can negatively impact volumes and profits
BUSINESS
Protean — Modest earnings in Q2, but huge headroom for growth
Stock valuation justified by dominant market position, unique business moats, and tailwinds from digital penetration
BUSINESS
SBI Q2 FY25: Steady performance, good risk-reward potential
The stock is undervalued and some positive news flow can lead to a re-rating
BUSINESS
Niva Bupa Health Insurance IPO: Should investors subscribe?
Low penetration of health insurance, high out-of-pocket expenses, consistently higher healthcare inflation, and increased awareness are some of the structural factors that will drive the demand for retail healthcare insurance
BUSINESS
CAMS: Good show in Q2, but should one buy the stock at this valuation?
Given the strong tailwinds in the MF industry and CAMS’s vantage positioning, the stock can be a long-term compounder
BUSINESS
Can ICICI Bank’s valuation re-rate further?
The bank posted an all-round show at a time when the banking sector is struggling
BUSINESS
360 ONE Wealth posts strong Q2, best proxy for rising affluent class
Management gave clarity on the key concerns that include exit of Anirudha Taparia, co-founder and co-CEO, the fall in retention rates and a scenario of equity markets staying flat or drifting downwards
BUSINESS
Bajaj Finance Q2 FY25: Higher credit cost pulls down profit
BFL, being the largest consumer-lending NBFC, cannot escape unscathed from asset quality stress in unsecured retail segments
BUSINESS
HDFC Bank Q2 FY25: Does this quarter mark an inflection point for the stock?
There are a couple of triggers that can drive the stock upside in the near to medium term
BUSINESS
Axis Bank Q2 FY25 – Loan growth slows as deposit pick-up takes spotlight
Excluding the trading income gains, the growth in core operating profit was modest
BUSINESS
HDFC AMC: Sector tailwinds boost Q2 earnings of this long-term compounder
The premium valuation will sustain, given the sectoral tailwinds and HDFC AMC’s vantage positioning.
BUSINESS
No pivot from RBI, but changed stance paves the way for rate cut in H2FY25
RBI wants to see how evolving risks to the inflationary outlook play out, particularly food inflation and geopolitical tensions, before cutting the policy rate
BUSINESS
NBFC Q2 Preview: Growth holds up with stable margins
Festive demand and rural recovery remain key growth drivers
BUSINESS
Iran-Israel conflict — What could be the worst-case scenario for the world and India?
At the moment, the likelihood of a blockade of the Strait of Hormuz is low. However, in the case of such an event, crude prices may spiral out of control and disrupt the world economy as it is a vital artery carrying about a fifth of the world's oil.
BUSINESS
RBI rate cut prospects for October fade on rising Middle East tension
While major central banks across the world have embarked on an easing cycle, the RBI is unlikely to follow the suit in October MPC meet amid the evolving geopolitical risks
BUSINESS
Rate cut round the corner – Why should investors prefer NBFCs to banks?
The beginning of a rate-cut cycle could ease the funding environment for NBFCs.
BUSINESS
Can HDB Finance take the coveted title of most valued NBFC from Bajaj Housing Finance?
To be the most valued NBFC, HDB’s listing should be at more than Rs 1,700 per share, with a valuation of more than Rs 140,000 crore
BUSINESS
Will the RBI toe the US Fed line on rate cut? Connect the dots
While the likelihood of a rate cut by the RBI has increased in H2FY25, an October cut is not likely, given the food inflation risks
BUSINESS
Is the premium valuation of IDBI Bank factoring in the impending deal?
The real attraction for the potential buyer will be IDBI Bank’s huge deposits of Rs 277,548 crore
BUSINESS
Bajaj Housing Finance’s stellar debut could trigger a sector re-rating
Valuations of HFCs show a stark picture of divergence and investors will be better off taking calculated risks
BUSINESS
Northern Arc’s IPO: Is the attractive pricing a top draw for investors?
The NBFC has a long experience in the lines of business it operates, but also carries certain risks
BUSINESS
What explains the surge in Prudent Corporate Advisory’s stock?
While the robust growth in mutual fund assets is the obvious factor for Prudent’s success, finer details indicate that the potential risks to the business waned in the past couple of years
