BUSINESS
ICICI Bank posts solid Q3 earnings, re-rating to continue
With limited downside to earnings, ICICI Bank offers best risk-return in the banking space
BUSINESS
HDFC Bank Q3: Strong on lower provisions; can the stock bounce back in 2022?
HDFC Bank underperformed the broader benchmark and sectoral index in 2021
BUSINESS
The AMC duo that are best placed to gain from rising inflows into mutual funds
The dip in the valuation of the AMC stocks is in contrast to the favourable industry trends and presents an investment opportunity
BUSINESS
HDFC Bank puts up a healthy Q2 show; will the stock regain its footing?
Despite the resilient performance in the pandemic year, the HDFC Bank stock has underperformed the broader benchmark in recent times
BUSINESS
BSE poised to mirror impressive gains in equities
While the NSE is commanding a staggering valuation of Rs 1- 1.5 lakh crore , the market cap of its listed peer, the BSE, is Rs 5,574 crore. Is the relative low valuation of BSE justified?
BUSINESS
Angel Broking vs ICICI Securities: Which stock has it for the investor?
The outbreak of the pandemic has brought about a significant change in the pecking order in the broking industry
BUSINESS
IIFL Wealth says it with business model shift. Will the stock fire?
While the market opportunity is huge and likely to grow in sync with India’s economic growth and rising income/wealth levels in the economy, there are more reasons to consider IIFL Wealth
BUSINESS
Can resumption of credit card business be a spark for HDFC Bank?
RBI’s order adversely impacted bank’s earnings in Q1 FY22
BUSINESS
Claims spiral, but which life insurer offers best risk-reward ratio?
While COVID-19 is a speed breaker, it doesn’t derail the structural growth story of the life insurance sector
BUSINESS
SBI set for next leg of re-rating
While receding asset quality woes led to valuation re-rating so far, the strong earnings aided by the economic recovery will drive the future stock performance
BUSINESS
Stellar Q1 show to hasten re-rating of ICICI Bank stock
The Q1 FY22 earnings reaffirm that ICICI Bank has transitioned well from a stressed bank to a growing lender
BUSINESS
Two big positives in Repco Home Finance’s earnings
Earnings of Repco Home Finance are set to improve in FY22 with business returning to normalcy and leveraging getting better
BUSINESS
PNB Housing stock showed the way. Will other HFCs follow suit?
We see PNB Housing’s rally as a key trigger for re-rating of the sector
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
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
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
BUSINESS
Which housing finance stocks offer value after the recent rally?
Following a polarised price performance , valuations of HFCs show a stark picture of divergence
BUSINESS
Which life insurance stock should investors bet on?
While COVID-19 turned out to be a speed breaker for fast-growing life insurers, the structural growth story of the insurance sector remains intact
BUSINESS
Home First Finance’s IPO is pricey, should investors subscribe?
Given the high growth potential, professional management along with a well-capitalised balance sheet, HFFC is well poised for the growth in the affordable housing finance space
BUSINESS
IRFC IPO – Does it offer value?
IRFC remains strategically important as it raises around 25-35 per cent of the total planned outlay of the Ministry of Railways
BUSINESS
With improving macro, valuation of this microfinance NBFC is set to re-rate
Spandana’s profitability in the past couple of years has been healthy, supported by its tight control on operating expenses and low credit costs
BUSINESS
HDFC Bank: Resilient performance will drive valuation re-rating
Given the stellar performance and the high probability of the valuation getting re-rated, HDFC Bank is a must buy stock and should form part of every investor’s core portfolio
BUSINESS
This small-sized housing finance company shines amid challenging times
Considering Aavas’s growth potential, we believe that the premium valuation will sustain
BUSINESS
UTI AMC: Good long-term bet available at reasonable price
UTI being the second largest asset management company (AMC), on the basis of total AUM, and eighth largest, in terms of MF quarterly average assets as of June, will continue to be one of the key beneficiaries of the enduring growth in the mutual fund industry.
