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
BUSINESS
What explains ICICI Lombard’s strong profitability in Q1 amid COVID-19 crisis?
ICICI Lombard’s capitalisation remains healthy, much higher than the minimum regulatory requirement of 150 per cent
BUSINESS
HDFC Bank Q1: Business scales new highs, will its stock follow suit?
HDFC Bank’s valuation has fallen while the long-term growth and profitability outlook are very strong
BUSINESS
Bandhan Bank: Will the better collection efficiency push the stock further up?
Bandhan is high quality business operating at the bottom of the pyramid, making it a worthy bet for long-term investors
BUSINESS
Why the sharp fall in equity inflows is not a cause for concern
The low net equity inflows shouldn’t be read as fading interest either in equities or mutual funds but is explained by investor’s instinctive response to a dazzling rise in equities
BUSINESS
Should India side with the US by banning Huawei?
Development of 5G wireless technology will be central to India’s global position in the 21st century. Huawei, the Chinese 5G leader, can play a vital role in it.
BUSINESS
Indiabulls Housing Finance: Does the change in business strategy merit a look?
BUSINESS
ICICI Securities: Prospering in the pandemic
BUSINESS
GIC Re: Weak earnings, low solvency blunt competitive advantage
GIC’s underwriting losses have increased to a level where they are not being offset by investment income and have started to hurt the reinsurer’s solvency ratio
BUSINESS
DCB Bank: Do low valuations merit a buy?
With the stock price correcting sharply by 60 percent from peak of Rs 200 seen in January 2020, valuations have turned very attractive and the bank is trading below book value.
BUSINESS
LIC Housing Finance: What’s keeping the stock price suppressed?
LICHF's stock price has corrected 50 percent from the all-time high of Rs 587 in July 2019.
BUSINESS
Indostar Capital: Weak Q4FY20, but will Brookfield ownership help stock re-rate?
BUSINESS
PVR & Inox: Is COVID-19 a temporary or a permanent setback?
BUSINESS
Is the marginal dip in SIP inflows an early sign of fading interest in equities?
SIP flows holding above Rs 8,000 crore in May despite businesses being at standstill since couple of months is encouraging
BUSINESS
SBI Q4: One-time gain boosts profit, should investors bet on low valuations?
