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
BUSINESS
CAMS IPO - Should investors subscribe?
BUSINESS
Should investors bet on GIC Re’s low valuation despite weak earnings?
Though we are comfortable about GIC in the long run, stock performance will react to underwriting performance, which could be volatile and is likely to be weak in the short term
BUSINESS
Equity outflows continue in August, but spike in folios holds out hope for mutual funds
An increase in folios indicates sustained interest in mutual funds and is a positive for the industry
BUSINESS
Why Repco Home Finance is a good bet
Repco has gone through a rough period marked by a lack of growth in home market and the rising delinquencies in the non‐salaried segment
BUSINESS
Yes Bank has averted an accident, but can it run again?
The structural lacunae of Yes Bank in terms of the unexciting corporate heavy book vulnerable to economic disruptions and the weak liability may not get addressed in a short time
BUSINESS
How investors should read Aditya Puri’s surprise stake sale in HDFC Bank
Puri has been the managing director of the bank since September 1994 which makes him the longest serving MD at a private bank. As law requires bankers to retire at 70, his 26-year tenure at the bank will end in October.
BUSINESS
Why should investors consider ICICI Bank despite relatively higher moratorium book?
ICICI Bank stock is seen get a boost from its subsidiaries that are doing reasonably well
BUSINESS
ICICI Securities: A pandemic-proof play on the capital markets growth
Sectoral tailwinds add to the stock’s attractiveness in the near term
BUSINESS
Bajaj Finance: Should investors book profit after a dazzling rally?
Though Bajaj Finance is better placed than other NBFCs to handle the COVID-19 crisis, it is facing significant risks
