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NOMURA COVERAGE NBFCS
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...
09 Jan, 2025, 09.22 PM IST
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...
08 Jan, 2025, 11.29 AM IST
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 ...
28 Oct, 2024, 06.30 AM IST
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...
20 Sep, 2024, 10.29 AM IST
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...
13 Sep, 2024, 04.25 PM IST
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.
24 Dec, 2019, 07.25 PM IST
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.
11 Jul, 2019, 01.33 PM IST
Stage set for Union Budget 2019: Here’s what Dalal Street wantsAnalysts say the market at best expects a clear direction for government policy.
05 Jul, 2019, 08.45 AM IST
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...
25 Oct, 2018, 09.40 AM IST
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...
29 Jan, 2015, 04.23 PM IST
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, ...
12 Nov, 2014, 04.43 PM IST