Sector Other Financial Services - Latest news, views and updates - page 6

Other Financial Services

SECTOR | 22 May 2023

Consultation paper on TER: Key implications

buy

Other Financial Services

ICICI Securities Limited

The Securities and Exchange Board of India (SEBI) has released a consultation paper on the review of total expense ratio charged by the asset management companies (AMCs) to unitholders of schemes of mutual funds to facilitate greater transparency and accrual of benefits of economies of scale to investors.

Other Financial Services

SECTOR | 01 May 2023

Multiple rerating has near-term challenges

buy

Other Financial Services

ICICI Securities Limited

Key trends in the asset management space in FY23 include: (1) continued pressure on yields, (2) increasing expense ratio (total opex / AAUM), and (3) outflows in debt AUM (FY22/FY23 industry outflow was at Rs1.8trn/1.4trn).

Other Financial Services

SECTOR | 30 Apr 2023, 12:00AM

Crowded space, but AHFCs have an edge

buy

Other Financial Services

ICICI Securities Limited

Housing finance sector is well poised to deliver 14% CAGR over medium term, in our view, on the back of increasing urbanisation, nuclearisation of households and rapidly growing rural penetration. Low-ticket HLs (Rs0.2mn-Rs1mn) reported strong 44% YoY disbursement growth in FY22.

Other Financial Services

SECTOR | 20 Apr 2023

Capital Market Players

buy

Other Financial Services

ICICI Direct

Other Financial Services

SECTOR | 20 Apr 2023

Capital Market Players

buy

Other Financial Services

ICICI Direct

Other Financial Services

SECTOR | 17 Apr 2023

Credit Card data update: Sector Report Mar 23

buy

Other Financial Services

IDBI Capital

Other Financial Services

SECTOR | 17 Apr 2023

Credit cost in FY24 to remain lowest since FY17

buy

Other Financial Services

ICICI Securities Limited

In a decade-long eventful journey, microfinance lenders are very close to an end of the longest asset quality cycle (FY17-22) – starting from demonetisation in FY17, floods, NBFC crisis in FY18-19, and lastly covid in FY21-22.

Other Financial Services

SECTOR | 12 Apr 2023

Financial Services

buy

Other Financial Services

Prabhudas Lilladhar

Other Financial Services

SECTOR | 11 Apr 2023

Housing Finance Companies

buy

Other Financial Services

Prabhudas Lilladhar

Other Financial Services

SECTOR | 11 Apr 2023

Asset Management Companies

buy

Other Financial Services

Prabhudas Lilladhar