BUSINESS
ICICI Prudential: Business transformation a high point, but growth elusive
The re-rating of the stock is contingent upon the private life insurer’s ability to quickly grow its top line
BUSINESS
ICICI Lombard posts strong earnings in 9M FY23, health segment stands out
Change in product mix to drive future profitability of ICICI Lombard; valuations rich but sustainable
BUSINESS
HDFC Bank Q3: Strong balance-sheet growth gives earnings a lift
Given the strong earnings growth outlook, HDFC Bank’s stock can outperform as merger-related uncertainties abate
BUSINESS
Budget 2023: Will the government use fiscal war chest, spend big in a pre-election budget?
Budget 2023-24 is likely to be juggling act to meet the twin needs of capex and fiscal consolidation
BUSINESS
How much juice is left in IDBI Bank’s rally?
The stock of IDBI has already zoomed 78 percent in the past 6 months in anticipation of the disinvestment
BUSINESS
Why are AMC stocks under pressure even as equity MFs see strong inflows?
The rise in passive investment is one of the reasons for the underperformance of AMC stocks
BUSINESS
Why should investors be cautious on public sector banks despite a superlative show in 2022?
There are multiple reasons which make the stocks of public sector lenders a tactical choice more than a long-term structural investment opportunity
BUSINESS
Why should investors avoid City Union Bank even if banking stocks are on a roll?
CUB may underperform in the coming months despite a good recovery seen by the bank after pandemic
BUSINESS
Sharp rally in UTI AMC's stock: What should investors do now?
The stock has rallied 24 percent in the past one month on the back of reports that Tata Mutual Fund is in talks to buy a majority stake in the company
BUSINESS
Kfin Tech IPO: Should investors subscribe to the issue?
At the upper end of the price band, Rs 366 per share, Kfin is being valued at 39 times FY22 earnings and 33 times FY24 estimated earnings
BUSINESS
Does PB Fintech’s steep price correction make it a worthy bet?
PB Fintech has reported a strong business growth momentum and says profitability is in sight. Moreover, the revised draft regulatory proposals released by IRDAI on November 23 reduces regulatory risks on commission.
BUSINESS
Paytm — Can the stock fall further?
The combination of fundamental and technical factors would keep the stock range bound despite improved operating performance and reasonable valuations
BUSINESS
HDFC Life vs SBI Life vs ICICI Pru: Which insurance stock should investors go with?
There is a lot in common between the business model of the top three private life insurers. But their key business strength is distinct and so has been their business growth
BUSINESS
Will LIC’s stock price recover as the insurance behemoth regains market share?
LIC’s stock price jumped 6 percent on Monday, following the earnings announcement. Strong top-line growth compared to private players and not the ten-fold increase in profit was the reason for the rally
BUSINESS
DCB Bank: Small is getting beautiful
While banking sector tailwinds will benefit DCB Bank, the bank’s valuation is very compelling
BUSINESS
Should investors overlook CAMS' rich valuations?
Though mutual funds remain the stronghold of this RTA, the rising trend of financialisation of savings and digitisation holds out immense opportunity for the entity in the non-MF space.
BUSINESS
SBI Q2 FY23: The elephant has started dancing
With the banking system credit growth touching a 9-year high, SBI is in a sweet spot
BUSINESS
HDFC Q2 – Steady performance, all eyes on merger
The mortgage financier saw robust growth in retail loans, while credit costs were lower. Asset quality improved too, though margins declined.
BUSINESS
Prudent Corporate Advisory: Robust Q2 earnings, best stock to ride growth in mutual fund industry
The asset-light business model with annuity kind of revenue stream, high operating leverage, and strong cash flows make Prudent a unique proposition
BUSINESS
CSB Bank – Why is the stock not shining despite the glitter of gold loans?
Though the bank’s operational performance is satisfactory and it has a well-crafted growth strategy, merger possibility is weighing on the stock’s performance
BUSINESS
Bandhan Bank registers disastrous Q2, no end to asset quality woes
Slippages at all-time high, huge write-off of assets during the quarter, provisions surged, guidance for credit cost revised upwards and loan growth is indicated to moderate in near term
BUSINESS
IIFL Wealth’s Q2 FY23 earnings show resilience of the business model
The management’s strategy of focusing on annual recurring revenue (ARR) as opposed to transaction/brokerage revenue has helped in reducing the volatility in revenue
BUSINESS
ICICI Bank Q2 earnings: Can it trade at a valuation premium to HDFC Bank?
ICICI Bank has not only outperformed the benchmark indices Nifty and Bank Nifty, but also delivered higher returns compared to HDFC Bank and Kotak Bank
BUSINESS
Bajaj Finance’s Q2FY23 earnings confirm the strong has become stronger
Over the past decade, BFL has transformed itself from a largely captive vehicle financier to the second-largest non-bank with a diversified portfolio and now it is all set to transform to the country’s most profitable fintech player
