BUSINESS
Budget 2021 -- Why bank recapitalisation amount of just Rs 20,000 crore is not bad news
While the Budget 2021 proposals are encouraging, the government has to act swiftly in getting private participation and taking toxic assets out of the system
BUSINESS
ICICI Bank — Q3 earnings strong, but is there more steam left in the stock?
ICICI Bank scores very high on balance sheet strength and this is one of the key reasons for our optimism
BUSINESS
ICICI Securities — Q3 earnings growth robust, but is it sustainable amid rising regulations?
ICICI Securities is a single play on three trends — rising digitisation, soaring market capitalisation and increasing financialisation of savings
BUSINESS
Bandhan Bank — Should investors still bet on it?
Third-quarter results lay bare micro lender Bandhan's vulnerability to political events
BUSINESS
Home First Finance’s IPO is pricey, should investors subscribe?
Given the high growth potential, professional management along with a well-capitalised balance sheet, HFFC is well poised for the growth in the affordable housing finance space
BUSINESS
Bajaj Finance: What explains premium valuation when Q3 show is weak?
BFL’s pricey valuation implies that the Street is looking beyond FY21 and assigning high multiple for its future initiatives
BUSINESS
CSB Bank’s Q3 earnings surge, but will the shine of gold loans continue?
While CSB’s overall loan growth was a healthy 22 per cent YoY in Q3, gold loans increased by a whopping 60 per cent YoY
BUSINESS
HDFC Bank’s Q3 earnings show why it is among the top 10 valued banks globally
Valued at around $137 billion, HDFC Bank has raced ahead of HSBC and Citigroup in market capitalisation
BUSINESS
IRFC IPO – Does it offer value?
IRFC remains strategically important as it raises around 25-35 per cent of the total planned outlay of the Ministry of Railways
BUSINESS
What can the banking industry expect from Union Budget 2021?
The Street hopes to see Budget 2021 transforming the PSBs into drivers of economic growth from being a drain on government finances
BUSINESS
In case you missed it | HDFC-HDFC Bank merger: A financial giant in the making?
With benefits outweighing the cost, the merger can be a win-win situation for both HDFC and HDFC Bank
BUSINESS
Pre-earnings business update: Bajaj Finance’s loan growth crawls, HDFC Bank's defying slowdown
Bajaj Finance’s conservative view of not growing the book is completely contradictory to that of HDFC Bank’s opportunistic growth
BUSINESS
Here’s how Assam’s microfinance bill will impact Bandhan Bank
Out of the Rs 12,367-crore micro loans in Assam, more than 50 percent is by Bandhan Bank
BUSINESS
Markets in 2021: Here’s what to expect
We see an upside bias in markets in the near term as there is significant potential for further weakness in the dollar
BUSINESS
PVR – What has triggered another fundraising plan?
The board of PVR, the largest multiplex operator of the country, has approved fund raising of up to Rs 800 crore through the issue of equity (or other instruments)
BUSINESS
Aavas Financiers: Is the premium valuation justified or is it an overreaction?
Aavas’s stock price can move in line with earnings growth, which is likely to be strong over the next few years
BUSINESS
With improving macro, valuation of this microfinance NBFC is set to re-rate
Spandana’s profitability in the past couple of years has been healthy, supported by its tight control on operating expenses and low credit costs
BUSINESS
Weekly tactical pick -- ICICI Securities
Combined macro (favorable sectoral trends) and micro (lesser costs due to digitisation) factors have enhanced ICICI Securities’ earnings
BUSINESS
Will HDFC Bank’s brake on credit card sourcing translate into business gains for SBI Cards?
While the stock price of SBI Cards has recovered almost 70 per cent from the low seen in May, it is still just 9 per cent above the issue price
BUSINESS
Bajaj Finance: What should investors do after weak Q2 performance and muted guidance?
Slower growth, deteriorating asset quality and stretched valuation are the three big risks for the Bajaj Finance stock
BUSINESS
CSB Bank: Q2 earnings surge, will stock price follow?
CSB Bank is well on track to transform into a new-age private sector bank
BUSINESS
HDFC Bank: Resilient performance will drive valuation re-rating
Given the stellar performance and the high probability of the valuation getting re-rated, HDFC Bank is a must buy stock and should form part of every investor’s core portfolio
BUSINESS
Indostar Capital – valuation re-rating on the cards?
The equity capital infusion has strengthened Indostar’s capital and liquidity position and its ability to grow the book organically
BUSINESS
UTI AMC or CAMS: Which stock is a better play for the mutual fund industry?
While CAMS listed at a premium of over 20 per cent, UTI AMC listed at a discount to its issue price
