India: Potential Free Float Changes & Passive Flows in May
Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 3...
703 Views
ICICI Prudential Insurance Company - Volume Outlook Improving but Margin Reset Lower
Adverse impact of product mix (higher linked/par) along with higher cost (commission and opex) and overall competitive environment led to a bigger...
360 Views
ICICI Lombard General Insurance: Improving Competitive Advantage, Upgrade to BUY
We upgrade ICICI Lombard (ICICIGI) to BUY with a revised TP of INR1,982 (33.4x FY26E EPS) on the back of its new playbook in retail health business
520 Views
Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It a Miss
Government of India raised around US$513m via selling some of its stake in Bharti Hexacom's IPO. In this note, we talk about the demand and trading...
742 Views
ICICI Lombard General Insurance Company Ltd - Riding the Tech Wave
Without incurring substantial additional costs, the business is expected to achieve its core objectives - agility, efficiency, reliability, and...
369 Views