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Neha Dave

Principal Research Analyst

moneycontrol.com

CAMS is priced at premium to mutual fund stocks. Why should investors consider it?

BUSINESS

CAMS is priced at premium to mutual fund stocks. Why should investors consider it?

Given the robust return ratios and CAMS’ vantage positioning, the premium valuation will sustain

How much more can SBI stock rally on the back of stellar asset quality in FY21?

BUSINESS

How much more can SBI stock rally on the back of stellar asset quality in FY21?

SBI’s asset quality has not only improved significantly but it also trended better than that of private peers in FY21

SBI Cards – A quintessential consumption play that stands to gain from peaking of second wave

BUSINESS

SBI Cards – A quintessential consumption play that stands to gain from peaking of second wave

With around half of its revenue derived from consumer spending (fee income) and other half from credit business (interest income), SBI Cards is a consumption company in the financial services space

Home First Finance — A worthy long-term bet available at reasonable valuation

BUSINESS

Home First Finance — A worthy long-term bet available at reasonable valuation

Home First, being an affordable housing player, is well poised to benefit from structural growth in the segment

Reason to cheer despite sharp fall in April inflows into equity mutual funds

BUSINESS

Reason to cheer despite sharp fall in April inflows into equity mutual funds

With positive flows in equity schemes in the past couple of months, mutual funds have turned saviour for equity markets as they are seen absorbing the selling by FPIs

CSB posts stellar earnings; will the stock get rerated further?

BUSINESS

CSB posts stellar earnings; will the stock get rerated further?

Given the strong parentage of the Fairfax group, more than adequate capital, relatively better asset quality and high provisioning, we see CSB Bank continuing to grow its loan book at a healthy pace and and improve its return ratios in the medium term

The worst may not yet be over for Bandhan Bank even after weak Q4 show

BUSINESS

The worst may not yet be over for Bandhan Bank even after weak Q4 show

Given the asset quality issues in the key states and the uncertainty induced by the second wave, Bandhan's valuation multiple is unlikely to jump to its previous level

HDFC’s resilient performance in FY21 makes it a must-own financial conglomerate

BUSINESS

HDFC’s resilient performance in FY21 makes it a must-own financial conglomerate

While the performance of the core mortgage business inspires confidence, HDFC stands to gain from the equally strong performance of its subsidiaries and associate companies

RBI’s liquidity booster shot offers partial relief, economic immunity will be raised only by mass vaccination

BUSINESS

RBI’s liquidity booster shot offers partial relief, economic immunity will be raised only by mass vaccination

The RBI measures are welcome, but supply side measures can only help to some extent—the economy and the markets expect the government to do more

Which AMC stock to bet on at a time domestic flows are set to improve in FY22?

BUSINESS

Which AMC stock to bet on at a time domestic flows are set to improve in FY22?

Each of the three listed MFs -- HDFC AMC, UTI AMC and Nippon LIfe -- has some unique business strengths

Bajaj Finance Q4 show stable, progress on digital plans will drive the stock

BUSINESS

Bajaj Finance Q4 show stable, progress on digital plans will drive the stock

Bajaj Finance's funding profile keeps getting better and is well diversified

Decoding ICICI Securities’ depressed valuation: Will the stock re-rate?

BUSINESS

Decoding ICICI Securities’ depressed valuation: Will the stock re-rate?

Despite a stellar performance, ICICI Securities' stock has underperformed in the past one year

Will ICICI Bank stock price mirror the stellar earnings of the lender in FY21?

BUSINESS

Will ICICI Bank stock price mirror the stellar earnings of the lender in FY21?

FY21 earnings amid the crisis reflect start of a growth phase for ICICI Bank, shrugging off asset quality woes of the past

Can ICICI Prudential’s stock re-rate further even as it rallied after good earnings?

BUSINESS

Can ICICI Prudential’s stock re-rate further even as it rallied after good earnings?

ICICI Pru is well on track to transit from a capital market player into a diversified franchise

ICICI Lombard posts good numbers in FY21 under COVID cloud. Can it repeat the show?

BUSINESS

ICICI Lombard posts good numbers in FY21 under COVID cloud. Can it repeat the show?

The merger with Bharti AXA, which is due to be completed in 2021-22, is a key element to track for ICICI Lombard

HDFC Bank FY21 earnings confirm that the strong has become stronger

BUSINESS

HDFC Bank FY21 earnings confirm that the strong has become stronger

Asset quality and growth are the two big issues confronting banks today. Remarkably, HDFC Bank scored well on both these parameters, remaining almost pandemic-proof

Which bank stocks to bet on amid the scare of second wave of COVID?

BUSINESS

Which bank stocks to bet on amid the scare of second wave of COVID?

Large private banks have 0.7-2.0 per cent of loans as additional contingent provisions

Are MFs back in favour as equity schemes see net inflows and SIP flows hit all-time high in March?

BUSINESS

Are MFs back in favour as equity schemes see net inflows and SIP flows hit all-time high in March?

The second Covid wave and partial lockdowns perhaps could limit investors’ enthusiasm for direct equity and draw them back to mutual funds

LIC Housing Finance is likely to get re-rated

BUSINESS

LIC Housing Finance is likely to get re-rated

Investors can go with LICHF, given its rock bottom valuation and relative underperformance

What do pre-earnings business updates of HDFC Bank, Bajaj Finance and CSB Bank say?

BUSINESS

What do pre-earnings business updates of HDFC Bank, Bajaj Finance and CSB Bank say?

Loan growth in Q4: Strong for CSB bank, moderates slightly for HDFC bank and remains weak for Bajaj Finance

Should investors bet on IDBI Bank?

BUSINESS

Should investors bet on IDBI Bank?

LIC and the central government will seek premium valuation to give away the control of IDBI Bank that has been nursed back to health

SEBI softens stance on valuation of AT1 bonds: A win-win for all

BUSINESS

SEBI softens stance on valuation of AT1 bonds: A win-win for all

The regulator has done a fine balancing job as the revised valuation norms will protect investors while minimising the adverse impact on mutual funds and banks

Fed maintains accommodative stance – a temporary sigh of relief for markets

BUSINESS

Fed maintains accommodative stance – a temporary sigh of relief for markets

While the Fed reassured markets that it won’t raise the federal funds rate, the biggest issue is the markets still have doubts about inflation given strong growth and the big stimulus package

What makes SEBI’s move on AT1 bonds held by mutual funds a contentious issue?

BUSINESS

What makes SEBI’s move on AT1 bonds held by mutual funds a contentious issue?

SEBI’s move on valuing AT1 bonds will protect investors, but may kill the market for these bonds

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