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NOMURA COVERAGE NBFCS
Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...- AI to disrupt banking? Nomura initiates coverage on 3 NBFC stocks that can beat banks for next 15 yearsNomura has initiated coverage on Tata Capital, L&T Finance and Piramal Finance with Buy ratings, citing their expanding product portfolios ...
- NBFC results may reflect lingering microfinance stressAlthough credit trends in segments like unsecured personal loan and credit card are plateauing because a large pool of stressed loans are r...
- Corporate earnings season starts: Will Q3 reverse the trend?Tata Consultancy Services has kicked off the third-quarter earnings season, with analysts predicting gradual recovery in revenues and profi...
- Dark clouds loom! Q3 results could mark a downgrade hattrick for India IncNuvama maintains a defensive portfolio, overweight in private banks, insurance, and sectors like pharma and cement, while underweight in in...
- POWERful rally to continue: 4 power stocks with up to 31.3% upside potentialAll 13 stocks of the BSE Power index delivered positive returns with 11 stocks outperforming the BSE 500 index. The returns are calculated ...
- Are interest rate cuts good for bank stocks? Well, it is a double-edged sword!The US Fed's potential interest rate cuts may influence the RBI to follow suit by December 2024. This could impact bank stocks, with fallin...
- Positive play! Long ignored by market, Bajaj Housing Finance IPO could trigger a rerating for NBFCsBajaj Housing Finance's successful IPO is expected to have a positive spillover effect on the overall NBFC sector. Anticipated interest rat...
- What Arvind Subramanian meant when he talked of India's Four Balance Sheet challengeSubramanian discussed the twin balance sheet challenge in great detail in the Economic Survey of 2016-17.
- Are we heading for more pain in auto stocks? Q1 earnings projections bleakNomura expects June quarter be the weakest one in recent times for the auto sector.
- Stage set for Union Budget 2019: Here’s what Dalal Street wantsAnalysts say the market at best expects a clear direction for government policy.
- Six global investors, including Softbank group and SingTel, to invest $1.25 bn in Airtel AfricaIn a statement Wednesday, Airtel Africa Ltd, a UK-based subsidiary of Bharti Airtel Ltd, said post investment, the deal pegs its equity val...
- HDFC falls nearly 3% post Q3 results; still a value buy at current levelsTushar Mahajan, HD-Derivatives, Nomura, is of the view that amongst the NBFC space, HDFC is definitely the most preferred for a host of rea...
- RBI tightens norms for NBFCs; here’s how it impacts different stocksBig firms would face higher capital norms and tighter provisions. NBFC accepting funds from the public will have to get rated by March 31, ...
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