BUSINESS
Pressure mounting on profitability of housing finance companies; Buy HDFC
Challenging times ahead for housing finance companies amidst tight liquidity scenario
BUSINESS
2 stocks that stand to benefit from improved profitability of paper sector
Timely expansion of the existing capacity and relative advantage in sourcing input are the key differentiators that will drive the future profitability of paper companies
BUSINESS
Ideas for Profit: End to asset quality woes in sight; SBI a long term buy
With a turnaround in sight, investors looking to play the asset recovery and resolution cycle should buy into the stock for the long term
BUSINESS
Ideas for Profit: A safe bluechip in uncertain times, HDFC is a must buy
We see HDFC as one of the key beneficiaries of liquidity shift towards strong and top quality names and expect it to accelerate market share gain.
BUSINESS
HDFC AMC Q2 review: Steady show; buy on dips
Profitability impact due to reduction in TER on existing assets will be limited or negligible, as HDFC AMC has decided to pass on most of the cost to the distributors. On the incremental flows, the P&L impact will be more gradual.
BUSINESS
Ideas for Profit: 4 reasons that make ICICI Bank a good long-term bet
The bank's Q2 earnings reinforces our belief that it is on track to deliver targeted returns by June 2020
BUSINESS
ICICI Lombard review: Strong Q2 despite adverse impact of Kerala floods; buy on dips
ICICI Lombard, with a 8.9 percent market share in the general insurance segment, trades as a proxy for the sector, commanding a higher valuation
BUSINESS
HDFC Bank Q2 review: Scaling new highs in a tough environment; buy
Notwithstanding its large size, HDFC Bank is gaining market share at an accelerated pace, which will aid sustainable high earnings growth
BUSINESS
Ideas for Profit: Bandhan Bank posts strong Q2 performance; buy on dips
Though we don’t foresee any big challenge to the bank’s regular pace of growth, the regulatory requirement of paring down promoter holding can remain an overhang on the stock
BUSINESS
Ideas for Profit: 2 NBFCs worth looking at in the recent market carnage
We have identified two NBFCs - L&T Finance Holdings and IndoStar Capital Finance - as good long term bets at the current market price
BUSINESS
Aavas Financiers IPO: Superior affordable housing play at reasonable valuations; Subscribe
With diversified funding mix and positive asset liability gap, Aavas Financiers is relatively well placed in current environment of heightened funding concerns.
BUSINESS
Ideas for Profit | Tamil Nadu Newsprint and Papers: Another worthy pick in paper sector
Macro factors such as favourable demand – supply dynamics along with micro factors like margin improvement to aid TNPL’s future profitability.
BUSINESS
Ideas for Profit: Here are 2 housing finance picks post Q1 earnings
We see a challenging time ahead for housing finance companies, amid rising rates and competition, and remain extremely selective; Buy HDFC and Indiabulls Housing Finance
BUSINESS
Ideas for Profit: HDFC AMC a long term compounder, buy on dips
Following its strong price performance since listing, valuations are definitely rich. Given HDFC AMC's best-in-class return ratios, we see premium valuations sustaining and expect the stock to be a long term compounder
BUSINESS
Paper cos continue to script record profitability in Q1; prefer JK Paper to TNPL
Going forward, integrated player like JK Paper with access to all major inputs and ability to increase capacity will be able to sustain and improve margin
BUSINESS
Ideas for Profit: Edelweiss Fin Services strong Q1 performance led by credit business; Buy
With diversified business segments and unique growth drivers, the company stands to benefit from increased penetration of financials services
BUSINESS
Ideas for Profit | CreditAccess Grameen IPO: Sound business in a risky sector; subscribe for the long term
CreditAccess Grameen operates right at the heart of rural India providing finance to the unserved masses at the bottom of the socio-economic pyramid making it a unique rural financial services play
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
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
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
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.
