ITC வைர ஊசி ஆகுமா, ஆகாதா?
Money Pechu – May 10, 2025
TMB or IDFC? Is ITC Overvalued? War Sentiment Fuels New Watchlist
With the markets on edge over geopolitical tensions, investors are rotating into safety — and quietly scanning value in under-owned banking names like TMB and IDFC First Bank.
TMB, under CEO Vaidhiyanathan, is cleaning up its loan book and maintaining tight control over asset quality.
IDFC, now backed by Warburg Pincus and a strong capital position, looks ready for a fresh re-rating.
Yes Bank is in focus too after the SMBC stake deal, but revival still hinges on execution. SBI remains the institutional favourite for those seeking scale and dividend stability.
In the NBFC space, Spandana Sphoorty is attempting a turnaround story post-management reshuffle, though volatility remains.
Meanwhile, ITC is raising eyebrows. Post the hotels demerger and strong FMCG delivery, valuations have surged — but some are now asking: “Is ITC slowly creeping into overvalued territory?” Margins are steady, but the growth engine must stay consistent to justify the premium.
Outside equities, Starlink’s India entry is no longer hype — it's real. With war threats dominating headlines, satellite internet is now being viewed as strategic infrastructure.
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