bearish•Life Insurance of India•13 Nov 2023 21:56
Life Insurance of India (LICI IN) 2Q24 Review: Poor Performance; No Signs of Turnaround. Sell.
LIC’s 2Q24 earnings show a continuation of the poor performance of the largest life insurer in India. We expect further de-rating given the lack of...
bullish•Prudential•24 Apr 2023 18:00
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
bearish•Adani Enterprises•14 Feb 2023 15:17
Who Will Now Fund Adani Enterprises’ Liquidity Gap?
Given the current political situation it is unlikely that the government banks will take a decision on their own to extend further short-term...
bearish•Adani Enterprises•26 Jan 2023 09:48