LIC Housing Finance (LICHF): Strong Q2 Led by Asset Quality Stabilization
LICHF reported a strong Q2FY25. In particular, asset quality has been improving significantly. At the current valuation, an investment in LICHF has...
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KPIT Tech: Steady Q2FY25 Although Near-Term Outlook Is Uncertain
KPIT reported a steady Q2. With European OEMs struggling, the near-term outlook is uncertain. However, this appears temporary and in due course, it...
302 Views
2025 High Conviction: Nuvama - A Play on Burgeoning Wealth Management Industry in India
Nuvama is a direct beneficiary of the growing wealth management industry in India. Professional wealth management is still nascent in India. An...
398 Views
Bajaj Finance (BAF): Mixed Q2 But Growth Remains Robust
While BAF had a mixed Q2 due to temporary deterioration in asset quality, it remains a high quality franchise with high growth longevity. At...
1.2k Views
HDFC Bank: Medium-Term Outlook Is Strong
FY25 will see modest credit growth due to merger constraints and weak environment for deposits. However, FY26 onwards, growth is expected to revert...
201 Views