BUSINESS
What makes SBI Life Insurance a core portfolio stock?
Strong distribution network to support the growth of the private life insurer
BUSINESS
Will banks face margin pressure with deposit slackness continuing in Q3?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in H2 FY24. In this context, deposit growth trend is very crucial
BUSINESS
Can investors ride growth in MF industry through Prudent Corporate Advisory?
Earnings visibility strong, business model is asset light, operating leverage high, and cash flows robust
BUSINESS
Is there more steam left in DCB Bank’s rally?
Business growth has picked up and profitability is likely to improve
BUSINESS
Which wealth management firm’s stock is a worthy bet?
Valuation and return ratios can be the yardstick to make a choice
BUSINESS
Should investors consider the IPO of this micro-finance company?
Lower cost structure, higher earnings growth are key positives for this MFI
BUSINESS
Protean Tech – Should investors consider this stock, post the listing rally?
The company has a dominant market position in e-governance space, unique business moats, and healthy financials
BUSINESS
Paytm’s sharp price fall – an overreaction or justified?
The fintech company’s valuation certainly appears more reasonable after the price fall, but are all the risks fully priced in is the question investors should be asking
BUSINESS
Should investors consider this micro-finance stock even after a rally?
CreditAccess Gramin’s earnings growth driven by solid fundamentals
BUSINESS
Equity strategy — How will the market react to state election results?
Improved political stability is a positive factor indeed, but elevated valuations mean they will seek support in earnings momentum even though global volatility lurks in the background
BUSINESS
Will RBI’s tightening of consumer lending norms derail Paytm’s growth?
The directive is a clear negative as the lending business is key to profitability
BUSINESS
LIC: Will the rising market tide lift this underperformer?
The valuation of the stock points to more upside, but certain issues are dogging the life insurance behemoth
BUSINESS
What makes CSB Bank a preferred bet
Given the bank’s small, restructured book, robust provision coverage ratio, and contingency provision, there seems little risk to future earnings, even if asset quality slips slightly on non-gold portfolio
BUSINESS
BSE gets a standing ovation; will the rally sustain?
BSE has transformed from being a value stock to a growth stock. Such transformations are very rare and tend to get rewarded in a non-linear manner
BUSINESS
Tighter norms for consumer credit: How will RBI’s move impact banks, NBFCs?
The move will slow down growth in consumer credit and adversely impact the earnings of banks and NBFCs
BUSINESS
CDSL: What should investors do after a sharp rally?
High entry barrier and other positive factors to drive the business growth of the depository
BUSINESS
PB Fintech: Why the stock may underperform despite good earnings
The threat of disruption looms large on the profitability of the online insurance market place
BUSINESS
Wage provisions mar SBI’s Q2 earnings; still it’s a worthy bet
Given its sheer size, market share, improved return ratios and favourable asset quality cycle, SBI should command higher than its long-term average valuation multiple
BUSINESS
Protean IPO — Should investors subscribe?
This new issue is a unique play on rising digital adoption in India
BUSINESS
What makes Star Health a good bet despite mixed set of earnings?
Favourable product mix, large distribution channel, healthy solvency profile, and improving profitability aid the growth of the health insurer
BUSINESS
Jio Financial Services takes early steps on a long growth journey
JFSL has set its sights on the high-yielding retail lending business and would also want to capture payments solution opportunities for merchants and individuals
BUSINESS
Why won’t better profits and upbeat guidance move Bandhan’s stock?
Unless the bank meaningfully comes out of asset quality issues, it will be difficult for the entity to return to the path of pre-Covid profitability
BUSINESS
Will Paytm stock price mimic financial performance?
Competition and regulatory risks can pose hurdles to the fintech’s progress
BUSINESS
Is ICICI Bank’s profit surge in Q2 FY24 sustainable?
Compared to its peer, ICICI bank has far better margins, relatively higher earnings growth, and a strong contingent provision buffer
