ICICI Prudential Insurance Company - Volume Outlook Improving but Margin Reset Lower
Adverse impact of product mix (higher linked/par) along with higher cost (commission and opex) and overall competitive environment led to a bigger...
153 Views
ICICI Lombard General Insurance: Improving Competitive Advantage, Upgrade to BUY
We upgrade ICICI Lombard (ICICIGI) to BUY with a revised TP of INR1,982 (33.4x FY26E EPS) on the back of its new playbook in retail health business
404 Views
ICICI Lombard General Insurance Company Ltd - Riding the Tech Wave
Without incurring substantial additional costs, the business is expected to achieve its core objectives - agility, efficiency, reliability, and...
237 Views
India Shelter Finance US$240m Lock-Up Expiry - Multi-Bagger Gains Are Ripe for the Taking
India Shelter Finance (0570670D IN) listed in India on 20th Dec 2023 after raising US$144m. The pre-IPO investors had trimmed a portion of their...
122 Views
AMFI Stock Reclassification Preview (June 2024): Potential Changes as Momentum Recovers
We see 7 stocks moving from MidCap to LargeCap and vice versa, 17 stocks from SmallCap to MidCap, 19 stocks from MidCap to SmallCap and 2 new adds...
311 Views