BUSINESS
IIFL Holdings Q1: Lending business growth robust, but wealth franchise stands out
While the company, with diversified business segments, has many growth drivers, we are most excited about its wealth management business
BUSINESS
Ideas for Profit: HDFC continues steady performance in Q1, buy
While the core mortgage business is on a stable growth trajectory, the financial conglomerate stands to gain from equally strong performance of its subsidiaries. Investors cannot ignore this financial powerhouse.
BUSINESS
Ideas for Profit: 3 factors that make ICICI Bank a long term buy
Lower slippages, improving core profitability and undemanding valuation makes the risk-reward extremely favourable for ICICI Bank
BUSINESS
ICICI Prudential or HDFC Standard: Which life insurance stock should you pick?
While investing in the share of HDFC Standard Life can offer downside protection, investors will be better off with ICICI Prudential Life as it offers upside potential as well
BUSINESS
HDFC AMC IPO: Leader in a growth sector, subscribe
Given the sectoral opportunities and its strong brand, HDFC AMC is well poised for the next leg of growth. It is a great long term bet available at a reasonable price
BUSINESS
Bajaj Finance & Bajaj Finserv: Strong earnings that justify stock rally
The stock is expensive, but for a reason. Investors cannot ignore this business of lending to the aspirational mass, which is in a sweet spot.
BUSINESS
Ideas for Profit: HDFC Bank well poised to leap ahead, buy
We expect HDFC Bank’s considerable moat to aid sustainable high future earnings growth, notwithstanding its large size, making it a must own core holding among Indian equities
BUSINESS
Outside food in theatres: Wait till the picture becomes clear
The current developments on F&B front can hurt earnings and thereby the high valuations of multiplex operators
BUSINESS
Ideas for Profit: Bandhan Bank posts stellar Q1 performance; buy for the long term
Bandhan Bank’s scale, experience and history in micro loans, combined with superior return ratios from the general banking business, strong asset quality and more than adequate capital should support premium valuations
BUSINESS
Ideas for Profit: ICICI Lombard posts robust Q1, buy for the long term
Despite the premium valuation, ICICI Lombard's vantage positioning in the growth sector makes the stock a worthy contender.
BUSINESS
DCB Bank Q1 review: Muted earnings a short term blip, Buy for the long term
While Q1 earnings were subdued, we expect future profitability to improve, albeit gradually, as operating leverage will play out with growth in the business
BUSINESS
Nifty scales 11,000, but why stocks and investors are both depressed
To play safe, institutional and retail investors preferred large caps with a promising profitability potential and robust fundamentals, whereas mid and small caps bore the brunt of selling pressures.
BUSINESS
Wealth management business: 4 stocks to watch out for
Outlook for the wealth management industry is promising as the market is under penetrated, likely to grow in sync with India’s economic growth and rising income levels in the economy
BUSINESS
ICRA downgrades Aspire Home Finance: Here’s how it will impact Motilal Fin Services
Despite weak performance in housing finance subsidiary, expected buoyancy in the capital markets along with growth in the fee-based businesses should support MOFS’ future earnings.
BUSINESS
SEBI pulls ICICI Pru AMC for I-Sec IPO: Potential financial impact on group cos
While the SEBI rule is another blow to ICICI Group’s corporate governance standards, we try to understand the financial implications of the order on the group companies.
BUSINESS
Rupee staring at 70/$: Is this 2013 all over again?
We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted.
BUSINESS
Potential stake sale in PNB Housing Finance- Here’s what investors needs to know
At the current valuation, the probability of HDFC buying PNB housing is minuscule.
BUSINESS
L&T Finance Holdings: Well positioned in high growth segments
LTFH redefined its business strategy to achieve top quartile return on equity (RoE) by FY20 or earlier and is well on track to deliver on its stated objective.
BUSINESS
Motilal Oswal: Investors with an appetite for some volatility can accumulate for the long term
By positioning itself as a diversified capital market player, not just a broking entity, it stands to benefit from the structural growth in the sector.
BUSINESS
IIFL Wealth's recent fund raising exercise only brightens its future prospects
The capital raised by the wealth management company suggests that its valuation is currently around Rs 14,600 crore, which is 38 times its FY18 profit
BUSINESS
COMMENT-Here's how Chanda Kochhar's exit will impact the ICICI Bank stock price
While there will be speculation on the potential CEO for the term beginning March next year, the managerial changes do help in addressing the succession planning at the bank to some extent.
BUSINESS
Fed delivers on rate hike with improved growth outlook; here's what we make of it
In the June policy, the Fed chose to concentrate on the US' economy rather than be distracted by emerging market woes
BUSINESS
Dissecting the Trump-Kim summit and its implications on global markets
The most important takeaway from this summit is that economic objectives took precedence over politics
BUSINESS
CDSL: A good, low-risk play on the growth in capital markets
CDSL is well-poised to benefit from capital markets continuing to grow in scale and depth. More importantly, we like the depository's inherent strength and the uniqueness of its business model
