ICICI PRUDENTIAL LIFE INSURANCE Stock Research Report by Motilal Oswal Sector: Life & Health Insurance CMP Rs. 456, Target Rs. 550 (21% upside potential) Target Period: 12 Months ICICI PRUDENTIAL LIFE INSURANCE Stock Research Report: Premium/VNB growth healthy; margins moderate sequentially Persistency trends improve across cohorts ● ICICI Prudential Life Insurance (IPRU) reported a strong […]
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ONE 97 COMMUNICATIONS Stock Research Report by Motilal Oswal Sector: Online Services CMP Rs. 644, Target Rs. 865 (34% upside potential) Target Period: 12 Months ONE 97 COMMUNICATIONS Stock Research Report: Get Set PAY! Two-pronged strategy to drive profitability | EBITDA to break-even in FY25E ● Scale matters: One 97 Communications Ltd (Paytm) is India’s […]
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INFOSYS Stock Research Report by Motilal Oswal Sector: IT Services & Consulting CMP Rs. 1387, Target Rs. 1520 (10% upside potential) Target Period: 12 Months INFOSYS Stock Research Report: Weak Q4 performance to impact FY24 topline delivery Focus to shift to FY25 after near-term correction ● INFO reported a weak 4QFY23 revenue of USD4.55b, down […]
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BHARTI AIRTEL Stock Research Report by Motilal Oswal Sector: Telecommunication – Service Provider CMP Rs. 768, Target Rs. 950 (24% upside potential) Target Period: 12 Months BHARTI AIRTEL Stock Research Report: Soft landing ahead Earnings pace cools off, capex heats up Bharti has seen decent earnings growth for the last 12 quarters. However, we expect […]
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ICICI LOMBARD Stock Research Report by Motilal OswalSector: Multiline Insurance & BrokersCMP Rs. 1130, Target Rs. 1400 (24% upside potential) Target Period: 12 Months ICICI LOMBARD Stock Research Report: Expense ratio beats estimates, Claim ratio higher than expectations● In 4QFY23, underwriting loss amounted to INR2.5b compared to a loss of INR2.9b in 3QFY23 v/s. our estimates […]
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April 23, 2023
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