External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

India Utilities / Thematic (Sector/Industry)

<ul><li>ICICI Lombard: ICICI Lombard (ICICIGI) printed NEP 9% ahead of estimates (+18% YoY); however, reinvestments into building the retail health agency kept opex ratios elevated (32.7%), dragging calculated CORs to 106% and APAT to INR4.6bn (+3% YoY)</li><li>We expect loss ratios in the health segment to normalise during the rest of FY23, while we also expect loss ratios in motor TP segment to inch up during H2</li><li>We remain wary of the competitive pricing environment in the motor OD segment; however, with a strong demand outlook in the underlying autos segment, we argue that the pessimism is overdone</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

ICICI Lombard: ICICI Lombard (ICICIGI) printed NEP 9% ahead of estimates (+18% YoY); however, reinvestments into building the retail health agency kept opex ratios elevated (32.7%), dragging calculated CORs to 106% and APAT to INR4.6bn (+3% YoY)We expect loss ratios in the health segment to normalise during the rest of FY23, while we also expect loss ratios in motor TP segment to inch up during H2We remain wary of the competitive pricing environment in the motor OD segment; however, with a strong demand outlook in the underlying autos segment, we argue that the pessimism is overdoneContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

L&T Technology Services Limited (LTTS IN)

ICICI Lombard General Insurance Company (ICICIGI IN)

HSIE Results Daily: ICICI Lombard, L&T Technology Services, Sonata Software