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126: Tale of two L&Ts, where value creation and destruction go hand in hand
126: Tale of two L&Ts, where value creation and destruction go hand in hand
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Available Episodes

EPISODE 112

About a year ago, BPCL's shares had rallied to more than ₹500 on the back of hopes around its proposed privatization. But since then, the stock has lost about 20%. Tune in here to ... Read more

About a year ago, BPCL's shares had rallied to more than ₹500 on the back of hopes around its proposed privatization. But since then, the stock has lost about 20%. Tune in here to find out more about the BPCL stock. Read more

EPISODE 111

Banking regulator RBI is likely to revisit the idea of allowing big industrial houses to enter the banking system. An internal working group has made some key recommendations which ... Read more

Banking regulator RBI is likely to revisit the idea of allowing big industrial houses to enter the banking system. An internal working group has made some key recommendations which the regulator is likely to adopt. But before it gives out licences, the RBI may allow big NBFCs to turn themselves into banks first Read more

EPISODE 110

Lakshmi Vilas Bank would be the third bank to get rescued by the RBI in a span of just a year. The fact that three banks went under highlights the unsavoury weak points of India’s ... Read more

Lakshmi Vilas Bank would be the third bank to get rescued by the RBI in a span of just a year. The fact that three banks went under highlights the unsavoury weak points of India’s banking system. What are the key takeaways? Listen in for details. Read more

EPISODE 109

Investors are banking on Aurobindo’s US pharma revenues getting a boost on the back of improving injectable sales in the second quarter. But a part of that growth already seems to ... Read more

Investors are banking on Aurobindo’s US pharma revenues getting a boost on the back of improving injectable sales in the second quarter. But a part of that growth already seems to be reflecting in the stock price gains of about 86% in 2020. Find more details in this podcast. Listen in. Read more

EPISODE 108

Indigo’s stock leads global airlines in big valuation gains. Increasing daily traffic, market share gains and a vaccine in the works is making Indigo fly higher than its pre-covid ... Read more

Indigo’s stock leads global airlines in big valuation gains. Increasing daily traffic, market share gains and a vaccine in the works is making Indigo fly higher than its pre-covid levels. The gush of liquidity in the equity markets is not hurting either. Read more

EPISODE 107

Divi’s Laboratories stock has gained a whopping 83%. The firm’s capital expenditure plans has cheered investors. Its September quarter results too support the boost to valuations o ... Read more

Divi’s Laboratories stock has gained a whopping 83%. The firm’s capital expenditure plans has cheered investors. Its September quarter results too support the boost to valuations of the stock. Read more

EPISODE 106

Gold loan companies are reaping benefits of a rise in gold prices and demand for emergency finance amid a pandemic. Both Manappuram Finance and Muthoot Finance reported a rise in ... Read more

Gold loan companies are reaping benefits of a rise in gold prices and demand for emergency finance amid a pandemic. Both Manappuram Finance and Muthoot Finance reported a rise in asset under management growth for the September quarter. But will volatile gold prices upset this healthy trend? Read more

EPISODE 105

HDFC, India’s largest mortgage lender showed quick recovery from the impact of Covid-19 pandemic in the September quarter. Collections efficiencies are close to pre-covid levels. ... Read more

HDFC, India’s largest mortgage lender showed quick recovery from the impact of Covid-19 pandemic in the September quarter. Collections efficiencies are close to pre-covid levels. Loan disbursements are looking up. All the lender now needs is to sustain this momentum for its premium valuations to stick. Read more

EPISODE 104

Bharti Airtel stock’s one-year returns stood at over 100% in mid-February. But since Reliance Industries began its relentless fund raising spree, things have turned adverse for Air ... Read more

Bharti Airtel stock’s one-year returns stood at over 100% in mid-February. But since Reliance Industries began its relentless fund raising spree, things have turned adverse for Airtel. Airtel’s Q2 results have shown the company’s resilience but its shares still trail that of Reliance Industries. Tune in to know more. Read more

EPISODE 103

Axis Bank kept up with its cautious approach to asset quality in the September quarter notwithstanding encouraging signs of recovery in its balance sheet. Tune in to our podcast to ... Read more

Axis Bank kept up with its cautious approach to asset quality in the September quarter notwithstanding encouraging signs of recovery in its balance sheet. Tune in to our podcast to find out more about the third largest private sector lender's performance last quarter. Read more

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