Blogs

May 18, 2021

CSB Bank has reported good near term working in a challenging environment; geographical expansion is key to sustainable de-risked business model

CSB Bank is India’s oldest private bank formed in 1920 and has undergone several ownership and management changes. It has been recently acquired by Canada based […]
May 18, 2021

Long term prospects are good for Bandhan Bank but recent spike in NPAs ahs shown cracks in their business model

Bandhan Bank is India’s largest micro finance lender with exceptional track record. There is great potential for micro finance and Bandhan’s growth will be above that […]
May 8, 2021

e-Mobility and revival of engine sales to passenger 3 wheelers should drive growth post lockdown for Greaves Cotton

Greaves Cotton is a leading engine manufacture of repute with long history having been established in 1922. The engines it supplies find application in automobiles (3 […]
May 8, 2021

Proactive provisioning by CreditAcc is a step in the right direction as microfinance opportunity remains huge

Credit Access Grameen is one of the leading NBFC-MFI in India. The company is promoted by Credit Access Asia NV, a multinational company based in Vietnam […]
May 8, 2021

Industry leading growth from Coforge, aggressive guidance and benefits from strategic acquisitions make it an attractive stock

Coforge, formerly NIIT Tech, is a mid-sized software company with relatively well diversified stream of revenues from different verticals and geographies. Recent performance of the company […]
May 8, 2021

Varun Beverages could flourish post Covid-19 pandemic due demographics and distribution push

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]
May 8, 2021

Inventory gains driving profits at Supreme; long term prospects excellent due to rural / agricultural demand

Supreme Industries is India’s leading plastic processor and a consistent performer with high return ratios. It is present in several categories with plastic piping products contribution […]
May 8, 2021

SBI Life could be a decent compounding stock as embedded value steadily rises on the back of rising new and renewal premiums

SBI Life is India’s leading life insurance company with good track record. SBI’s network and brand are key strengths and Bancassurance is the largest channel for […]
May 8, 2021

L&T Technology to benefit from increased deal flow post Covid, client specific issues are now behind the company and client concentration has improved

L&T Technology is a leading engineering and R&D services company. The offerings are differentiated from the traditional software companies due to its focus on design and […]
May 8, 2021

Home First, a new listing, could turn out to be a steady performer provided it sticks to disciplined lending and expands geographically

Home First is a mid sized relatively new NBFC catering to retail home loans to salaried class. Major concentration is in the states of Gujarat and […]