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RAHUL MALANI
SBI's Q4 a mixed bag; FY26 core profitability to remain under pressure: Rahul MalaniRahul Malani of Mirae Asset Sharekhan notes Kotak Mahindra Bank's weak quarter was expected, with a potential one-off provision. He anticip...- Market has priced in pain; fresh leadership could drive IndusInd's rebuilding phase: Rahul MalaniI do not see any major negative reaction today. If there is this thing, then it should be a tactical idea to nimble in the stock because ti...
- Banks and NBFCs to face pressure as new draft circular alters loan penalties: Rahul MalaniThe draft circular's proposal to eliminate foreclosure fees on personal loans negatively impacts banks and NBFCs, especially housing financ...
- Private and PSU Banks set for gradual improvement in FY26: Rahul MalaniSo, deposit growth should pick up in the near term, as people may lock in higher-term deposit rates due to the start of the rate cut cycle....
- Lifting of RBI curbs will help Kotak Bank to accelerate loan growth; boost performance: Rahul MalaniThe Reserve Bank of India has lifted the restrictions on Kotak Mahindra Bank, allowing them to onboard new customers and issue credit cards...
- Any pressure on HDFC Bank NIMs manageable; Bajaj Finance numbers above estimates: Rahul MalaniRahul Malani analyzes HDFC Bank and Bajaj Finance. HDFC Bank recently hiked interest rates, affecting NIMs management. Bajaj Finance shows ...
- Banking sector faces continued headwinds, asset quality pressure expected in H1 2025: Rahul MalaniHowever, the tight liquidity conditions plus the new applicable LCR norms plus the retail unsecured growth has been tapered off, so which i...
- HDFC Bank may see a good re-rating over 3-4 years; Kotak Bank to remain range-bound: Rahul MalaniRahul Malani from Sharekhan advises that HDFC Bank is an attractive investment over the next three to four years, expecting significant gro...
- PSU banks will continue to ride on strong loan growth & benign credit cycle in FY25: Rahul MalaniPSU banks are currently showing strong loan growth compared to private peers. PNB reported a significant increase in loan growth from the p...
- In FY25, HDFC Bank stock will continue to be range-bound: Rahul MalaniRahul Malani of Sharekhan-BNP Paribas expects the HDFC Bank stock to remain range-bound between Rs 1400 and Rs 1600 until there is gradual ...
- Advising clients to buy the dip in Bajaj Finance: Rahul MalaniWe believe that the RBI ban on Bajaj Finance lending via eCOM and Insta EMI cards would be lifted by the end of this quarter or most probab...
- Expect rerating of HDFC Bank stock in 12-15 months: Rahul MalaniHDFC Bank's key metrics are expected to improve over the next 12 to 15 months, leading to a re-rating of the stock. The bank's net interest...
- Large private banks gaining market share in retail deposits as well as CASA: Rahul Malani“One should not focus much on the sequential dip in some of the banks. Rather, retail deposit growth is likely to be in focus by the Street...
- HDFC has beat consensus and our estimates by 5%: Rahul MalaniHDFC results show that its growth has been somewhat moderated over the last quarter, while the outlook commentary will be essential. The in...
- Other than operating leverage, don’t see any ROA expansion lever for ICICI Bank: Rahul MalaniAnalyst Rahul Malani from Sharekhan by BNP Paribas has stated that ICICI Bank has been trading at around two times its one-year forward P/E...
- Rahul Malani’s top 6 picks in banks and NBFCsSharekhan by BNP Paribas analyst Rahul Malani's top picks for large private banks are Axis Bank, ICICI Bank, and HDFC Bank. In the mid-tier...
- HDFC merger: Superior cost structure and lower credit costs to offset impact on NIM, says Rahul MalaniThe merger of HDFC Bank and HDFC Ltd is now complete, and analysts are assessing the impact on the stock. They believe that the merger will...
- HDFC Bank and Kotak Bank will be outperformers in next two year cycles: Rahul MalaniThe overall numbers look good. They were above estimates, mainly the beat was due to the higher NIMs expansion and also if we look they hav...
- Fundamental Radar: After 50% rally in 3 months, Rahul Malani lists 5 factors why PNB is a top buy for 2023Overall, the SMA-2 book stands at ~0.3% of loans. Improvement in the corporate credit cycle along with the fact that trailing loan growth i...
- Fundamental Radar: 5 reasons which make SBI an attractive buy at current levels; re-rating possibleAs the macroeconomic environment is improving, the brokerage firms see upside risk to SBI's earnings driven by higher margins due to the ri...
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