BUSINESS
MC Pro Quick Take: HDFC Life posts muted numbers in FY24, budgetary changes cast a shadow
HDFC Life posted flat annualised premium equivalent in FY24 as the changes introduced in the Budget 2023 impacted its high-ticket sized business
BUSINESS
ICICI Lombard FY24: Strong growth with improved profitability
One of the key performance catalysts will be the growth in the health business
BUSINESS
Israel, Iran trade punches – What it means for Indian markets
Though the domestic economy looks promising, equities may remain volatile in the near term
BUSINESS
360 ONE Wealth – This proxy for capital markets is at a vantage point
The company is investing in high opportunity new business segments
BUSINESS
What do Q4 updates of leading banks indicate?
Given the elevated CD ratio, deposit growth trend becomes very crucial
BUSINESS
SBFC Finance: Riding high on MSME credit growth cycle
Plans to add 25-30 branches annually, with a rising share of co-origination loans
BUSINESS
PB Fintech on a sticky wicket as Bima Sugam launch looms
Bima Sugam could be a game changer and ‘UPI moment’ in the insurance sector
BUSINESS
Discovery Series: This microfinance NBFC offers favourable risk-reward ratio
Low valuation, despite strong return ratios, indicates significant upside potential for the stock
BUSINESS
Should investors bet big on the disinvestment of IDBI Bank?
A change of promoters can inject new life into the bank and drive the stock price up
BUSINESS
Protean Tech: A unique play on rising digital wave at red-hot valuation
Protean’s dominant market position in the e-governance space, unique business moats, and tailwinds from growing digital penetration are positives
BUSINESS
How much value can HDB Financial Services' IPO create for HDFC Bank?
Though the IPO is unlikely to add a meaningful upside to the HDFC Bank stock, retail investors should play the story of value unlocking in HDB through HDFC Bank
BUSINESS
CSB Bank: Best proxy for growing gold loan business
Higher fee income and negative credit costs are the key positives
BUSINESS
Tweak in Diwali portfolio — Medi Assist replaces Star Health
The proposal to allow composite licensing in the insurance sector does not augur well for Star Health. Since Medi Assist is a TPA, it is a relatively stable play on the insurance sector
BUSINESS
What explains the huge stock underperformance of Star Health Insurance?
Star Health managed to report underwriting profit in 9M FY24 which is a rare feat as most multiline general insurers reported underwriting loss
BUSINESS
Mega Trend: Which stock is best suited to play the robust growth in MF assets?
Better to avoid AMC stocks and focus on CAMS, which looks to be the best proxy for the MF growth story
BUSINESS
Protean Tech: Should investors consider the stock after muted Q3 performance?
Its business moats and huge growth opportunities in the digital public infrastructure space outweighs the dull performance in Q3 FY24
BUSINESS
Is there any value remaining in Paytm’s stock?
After the latest developments, revenue growth is likely to decelerate, margins may come under pressure and losses can widen.
BUSINESS
Medi Assist Q3 earnings flat, but future looks promising
Insurers are increasingly depending on TPAs and that augurs well for the company
BUSINESS
LIC – The elephant has started dancing
While the insurer’s low valuation helped the rally in the stock, the financial performance can add momentum, going forward
BUSINESS
What’s Paytm value after price correction?
There is a long a list of concerns that makes the fintech stock a clear avoid at this juncture
BUSINESS
Balanced RBI policy leaves all guessing on the timing of the rate-cut cycle
The central bank’s statement reaffirms its stance of neither being a hawk nor a dove but an owl that is vigilant on inflation
BUSINESS
Should you consider the IPO of Jana Small Finance Bank?
The IPO is priced attractively and there are levers for improvement in return ratios
BUSINESS
Will the BSE stock price mirror Q3 FY24 earnings show?
The BSE has successfully transformed itself from a value stock to a growth stock
BUSINESS
SBI’s Q3 earnings get hit by one-off; valuation undemanding
Asset quality trended better and credit cost continued to surprise positively
