BUSINESS
SBI Cards – Should you look at the stock, post moderation in valuation?
The mono-line nature of SBI Cards' business with unsecured portfolio is an area of concern while regulatory risk poses uncertainty
BUSINESS
Deep Value Series: Is it time for SBI stock to be up and running, again?
Even after the strong rally in the past year, SBI is still trading at an attractive valuation
BUSINESS
Home First Finance -- Can the stock move up despite the rich valuations?
HFFC is poised to grow without the need to raise fresh capital over the medium term
BUSINESS
Anand Rathi IPO – Which listed peers offer better value than this issue?
Anand Rathi Wealth is among the top 5 non-bank mutual fund distributors in India in terms of gross commission earned in FY21
BUSINESS
Star health IPO – should investors subscribe?
Being a leading player in a secular growth segment, Star health will be a key beneficiary of the growing demand of health insurance especially from the retail segment
BUSINESS
LIC IPO: Valuation takes the centre-stage
LIC is likely to be the country’s most valued company on its listing and will herald a new era in India’s financial and insurance market
BUSINESS
Why the steep fall in stock price does not make Paytm attractive
Concern for Paytm is not just limited to its lofty valuation and lack of profitability
BUSINESS
What makes Repco Home Finance a worthy bet despite lack of growth?
The lender’s loan book hasn’t changed much in the past one year, and consequently earnings growth has been muted
BUSINESS
Is the worst over for Bandhan Bank?
For Bandhan Bank, a lot depends on recoveries from borrowers or through various government schemes
BUSINESS
How much more can SBI’s stock rally on the back of stellar earnings in Q2FY22?
While the staggering rally so far was mainly driven by the expansion in valuation multiples, we see earnings growth to lead further upside.
BUSINESS
Paytm IPO: Priced at sky-high valuation, should investors subscribe?
In its aim to be India's super-app, Paytm has added many business lines that may augment revenues in the future, but each one comes with a lot of uncertainty.
BUSINESS
HDFC Q2 – Strong and steady show continues
HDFC’s ability to deliver a consistent performance, in spite of its large size and high competition, justifies the premium valuation to its peer group
BUSINESS
PB Fintech IPO – Should investors bet on this pricey new-age business?
Policy Bazaar is the prominent asset, accredited for starting online insurance sales in India some 13 years ago
BUSINESS
Fino Payments Bank IPO – Should investors bet on this pricey but unique business?
Fino is a specialised bank that provides services in a cost effective way with the help of technology
BUSINESS
Bajaj Finance’s business revives in Q2, well on the way to become leading fintech player
Paytm listing will provide a relative benchmarking for Bajaj Finance’s digital initiatives
BUSINESS
Is ICICI Bank the next HDFC Bank? Which one should investors prefer?
ICICI has closed the gap with HDFC Bank on most financial parameters - funding profile, loan book mix , asset quality, provisioning buffer, capital position, and most importantly the margins
BUSINESS
ICICI Bank Q2 earnings – Firing on all cylinders
While ICICI Bank’s performance improved across all fronts, the three key highlights are market leading loan growth, best-in-class margins and high provision buffer
BUSINESS
ICICI Lombard – Higher health claims, merger weigh on H1 earnings
While the COVID claims went down, the non-Covid health claim frequency in Q2 FY22 saw a sharp increase compared with Q2 FY21
BUSINESS
HDFC Bank puts up a healthy Q2 show; will the stock regain its footing?
Despite the resilient performance in the pandemic year, the HDFC Bank stock has underperformed the broader benchmark in recent times
BUSINESS
Is there more steam left in IDBI Bank’s rally?
While IDBI Bank’s improved profitability and strengthened balance sheet is comforting, the prospective buyer will be lured by the banking licence and the large deposit base
BUSINESS
Aditya Birla Sun Life AMC’s tepid listing at odds with equity MF positive inflows
ABSL MF will continue to be one of the key beneficiaries of the structural growth in the MF industry
BUSINESS
BSE poised to mirror impressive gains in equities
While the NSE is commanding a staggering valuation of Rs 1- 1.5 lakh crore , the market cap of its listed peer, the BSE, is Rs 5,574 crore. Is the relative low valuation of BSE justified?
BUSINESS
Aditya Birla AMC IPO: Should investors subscribe?
ABSL AMC has retained the fourth position in terms of quarterly average AUM (excluding ETFs) since September 2011
BUSINESS
Is NARCL the answer to the banking sector’s bad loans question?
India’s primary experience with asset reconstruction companies (ARCs) has not been great. Government guarantee, however, could be a game changer
