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
BUSINESS
Why is mutual fund data positive despite equity outflows in September?
Gross inflows in equity funds saw a big jump and redemption pressure subsided in September
BUSINESS
HDFC Bank vs Bajaj Finance: Which stock makes a better bet?
Both HDFC Bank and Bajaj Finance are well-run companies and have gained market share over the past years
BUSINESS
This small-sized housing finance company shines amid challenging times
Considering Aavas’s growth potential, we believe that the premium valuation will sustain
BUSINESS
UTI AMC: Good long-term bet available at reasonable price
UTI being the second largest asset management company (AMC), on the basis of total AUM, and eighth largest, in terms of MF quarterly average assets as of June, will continue to be one of the key beneficiaries of the enduring growth in the mutual fund industry.
BUSINESS
Spandana Sphoorty -- Business getting back on track, will the stock price follow?
The third largest NBFC-MFI in terms of assets managed as of June has seen its collection efficiency improving from a mere 2 per cent in April to 92 per cent in August
BUSINESS
Angel Broking IPO – Industry trend favourable, but valuation pricey
Investors’ interest in primary market offerings is at a high point, implying good appetite for the Angel Broking IPO
