BUSINESS
Which housing finance stock is worth a bet?
Among the HFCs, affordable housing finance is the fastest growing sub-segment
BUSINESS
What makes us cautious on BSE despite a solid performance in FY24
As the frenzied growth in India’s equity options market is unnerving regulators and policymakers, regulatory costs can potentially rise for BSE
BUSINESS
Medi Assist: Strong business growth, but margin momentum moderates
Synergies from acquisitions can improve margins over the next 3-4 quarters
BUSINESS
Should investors bet on the pricey Go Digit IPO?
Scaling up the business along with maintaining low claims and improving return ratios will be a tall task
BUSINESS
SBI – solid FY24, offers favourable risk-reward
The bank recorded the highest-ever profit while loan growth was healthy
BUSINESS
Should investors subscribe to Aadhar Housing Finance’s IPO?
The company is well poised to leverage the growth opportunities in affordable housing finance segment
BUSINESS
CSB Bank’s subdued show in Q4 is just a blip
The bank hugely benefits from a gold loan portfolio that has higher yields, low credit costs, and lower risk weights
BUSINESS
Star Health Insurance – Why the healthy FY24 earnings show isn’t reflecting in the stock
A composite licence could be a big disruptor as the standalone health insurer’s business relevance will be in question
BUSINESS
Why shouldn’t investors sell BSE despite the potential hit to future profits?
Large cash on the books can be expected to be returned to shareholders by way of higher dividend payouts or buybacks
BUSINESS
ICICI Bank FY24 – steady show, re-rating to continue
The surge in profit was aided by the growth in advances and a decline in credit costs
BUSINESS
Why should investors avoid Bajaj Finance in spite of robust FY24 earnings?
FY24 performance is the peak for Bajaj Finance in all likelihood
BUSINESS
360 ONE Wealth – strong finish to FY24
The annuity kind of business makes the company an attractive proposition even at the current valuation
BUSINESS
HDFC Bank: Q4 indicates preference for profitability over growth
In the medium to long term, earnings growth is likely to rebound as margins are expected to expand gradually as the bank replaces market borrowings with low-cost deposits
BUSINESS
MC Pro Quick Take: HDFC Life posts muted numbers in FY24, budgetary changes cast a shadow
HDFC Life posted flat annualised premium equivalent in FY24 as the changes introduced in the Budget 2023 impacted its high-ticket sized business
BUSINESS
ICICI Lombard FY24: Strong growth with improved profitability
One of the key performance catalysts will be the growth in the health business
BUSINESS
Israel, Iran trade punches – What it means for Indian markets
Though the domestic economy looks promising, equities may remain volatile in the near term
BUSINESS
360 ONE Wealth – This proxy for capital markets is at a vantage point
The company is investing in high opportunity new business segments
BUSINESS
What do Q4 updates of leading banks indicate?
Given the elevated CD ratio, deposit growth trend becomes very crucial
BUSINESS
SBFC Finance: Riding high on MSME credit growth cycle
Plans to add 25-30 branches annually, with a rising share of co-origination loans
BUSINESS
PB Fintech on a sticky wicket as Bima Sugam launch looms
Bima Sugam could be a game changer and ‘UPI moment’ in the insurance sector
BUSINESS
Discovery Series: This microfinance NBFC offers favourable risk-reward ratio
Low valuation, despite strong return ratios, indicates significant upside potential for the stock
BUSINESS
Should investors bet big on the disinvestment of IDBI Bank?
A change of promoters can inject new life into the bank and drive the stock price up
BUSINESS
Protean Tech: A unique play on rising digital wave at red-hot valuation
Protean’s dominant market position in the e-governance space, unique business moats, and tailwinds from growing digital penetration are positives
BUSINESS
How much value can HDB Financial Services' IPO create for HDFC Bank?
Though the IPO is unlikely to add a meaningful upside to the HDFC Bank stock, retail investors should play the story of value unlocking in HDB through HDFC Bank
