Over the past week, the Hang Seng Index and the CSI 300 Index of china have experienced a dramatic reversal, transforming significant one-year declines into robust gains within days. Market sentiment has shifted decisively from a stance of “Anything But...
Credit rating business has fantastic economics. They enjoy superior operating margins in ~30% consistent, solid return ratios i.e Return on equity of about 30%. The business requires no debt. The only expense on their books is qualified personnel. FINANCIAL STATEMENT...
Share of Housing Finance market – Here’s a list of players by the quantum of home loans. Housing Finance companies LOAN OUTSTANDING/AUM As of Mar-24 Rs in Cr PE Market Cap Market Share HDFC BANK ₹ 7,72,786.00 18.96 ₹ 12,92,266.29 22.208% SBI ₹ 7,25,818.00...
Tata Motors is undergoing a significant restructuring to unlock shareholder’s value- The Company announced plans to demerge its commercial vehicle (CV) and passenger vehicle (PV) businesses into separate listed entities, with an expected completion timeline of...
Asian Paints has long been recognized as a cash-generating powerhouse. Currently, the stock is undergoing a time correction and is available at a 5-year low PE ratio of 63, which stands below its historical median PE ratio of 76.4. Despite the near-term challenges of...
