BUSINESS
What could be the implications of RBI’s monetary policy on banks?
The central bank’s steps and commentary imply that inflation is going to rule firm and rates are likely to remain high in the foreseeable future
BUSINESS
SBI Q1: Stable performance, ROA above 1 percent makes a strong case for valuation re-rating
Healthy loan growth and stable asset quality underlined bank’s performance in Q1 FY24
BUSINESS
Star Health insurance’s Q1 earnings dented by higher expenses
Long-term growth drivers are intact for this health insurer on the back of retail-oriented product mix, large distribution channel, healthy solvency profile, and improving profitability
BUSINESS
DCB Bank: Some misses in Q1 performance but risk-reward remains favourable
The earnings growth momentum is likely to continue and there is room for further improvement in return ratios
BUSINESS
Bajaj Finance posts stellar Q1 FY24 earnings, but concerns are rising
Stock valuation not pricing in lower earnings growth and the probability of a banking licence
BUSINESS
Why Paytm’s stock may not move higher despite healthy earnings
While fundamentals are turning favorable as seen in improved operating metrics in Q1 FY24, the supply overhang and other factors will keep the price range-bound
BUSINESS
ICICI Bank’s stellar show in Q1 FY24 will fuel further rally in the stock
The bank’s quarterly earnings report reaffirms its strong fundamentals with a strong growth in deposits and advances
BUSINESS
Reliance Q1 results: Newbies cover the weakness of the legacy business
Though O2C revenues declined, consumer-facing businesses displayed better operating efficiencies
BUSINESS
What can RIL’s shareholders expect from Jio Financial Services listing?
While a disruption in financial services may seem a tough task, JFS can surely replicate the monetising success of Jio telecom in financial services
BUSINESS
ICICI Lombard Q1 FY24: Robust growth in health business a silver lining
Premium valuation will not only sustain but the stock price will move up with improving return ratios
BUSINESS
HDFC Bank posts healthy Q1 FY24, likely to stay with the show post merger
Given its track record and execution capabilities, the bank has the capability to do well in terms of growth as well as profitability
BUSINESS
Will Bandhan Bank’s dismal run end in FY24?
The bank’s stock will not see a sustained rally until asset quality woes in its micro-lending book are decisively resolved
BUSINESS
Should investors go with Utkarsh Small Finance Bank IPO?
At the upper end of the price band of Rs 25 per share, the bank is being valued at Rs 2,740 crore.
BUSINESS
Why should investors consider this MF distributor amid regulatory headwinds?
Strong earnings visibility, asset-light business model, high operating leverage, and strong cash flows make Prudent a unique proposition available at an attractive valuation
BUSINESS
ICICI Securities Delisting: Is it a level playing field for investors?
While the swap ratio is in compliance with delisting regulations, it can be viewed as opportunistic
BUSINESS
What does the ICICI Securities delisting move mean for investors?
The success of the delisting will depend on the share-swap ratio and the active participation of investors in the price discovery process
BUSINESS
HDFC-HDFC Bank merger – Should investors bet on it?
Given the bank’s track record and execution capabilities, HDFC Bank can positively surprise the Street both in terms of growth as well as profitability post merger
BUSINESS
Can the stake sale in UTI AMC fuel a stock rally?
In the last deal, HSBC Mutual Fund acquired L&T M&F at 4.6 percent of trailing AUM (December 2021)
BUSINESS
Will the management change add more horsepower to BSE stock?
The growth outlook of equity markets, rising financial savings, and the increasing digitalisation of financial services augur well for the stock exchange
BUSINESS
Can Balrampur Chini put your portfolio in a sweet spot?
Investors need to consider whether the stock is worth it, despite stretched valuations and the risk of populist measures in an election year
BUSINESS
What makes 360 ONE Wealth a suitable stock to bet on?
The leading wealth manager in the country with assets under management, advisory and distribution amounting to Rs 274,243 crore as of end FY23 has seen favorable business transition and improved financials
BUSINESS
Should investors go with the Aavas Financiers stock?
The unexpected exit at the top management overshadowed the company’s earnings narrative
BUSINESS
MFs – The losers and the gainers in the new regime
While the SEBI’s move will make MF schemes more attractive to investors, it will put large asset managers at a disadvantage
BUSINESS
Has Bandhan Bank turned the corner?
Earnings set to improve in FY24, but the stock may not see a big rally
