Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Yash Jain Profile picture
Yash Jain
@YashJain88
Special Correspondent @CNBCTV18News. Financial journalist by profession, dancer & swimmer by passion Instagram: https://t.co/j4m2ebkgd3
Jun 9, 2023 • 4 tweets • 2 min read
Macquarie Downgrades Indian Insurance

Downgrades To Neutral From Outperform

▪️HDFC Life: Tgt Price Cut To ₹556 Fm ₹655 (-15%)

▪️ICICI Pru Life: Tgt Price Cut To ₹486 Fm ₹580 (-16%)

▪️SBI Life: Tgt Price Cut To ₹1,306 Fm ₹1,580 (-17%)

#Insurance @SureshGangraf Macquarie On Indian Insurance

Why Cut Target Price?

▪️Mac Expects VNB CAGR Of ~9-15% (FY23-FY26e) Vs ~17-30% (FY18-FY23)

▪️Margins Of ~30% Likely To Have Peaked

▪️Mkts Won’t Be Enthusiastic Unless Sector Delivers +20% VNB Growth
Sep 13, 2022 • 8 tweets • 3 min read
Insurance #Dematerialisation Is A BIG Revenue Opportunity For Depositories

#Depositories Which Benefit:
▪️CDSL (Listed)
▪️NSDL (Likely To File For IPO)
▪️CAMS (Listed)
▪️KARVY

Depositories To Open 30 Cr Insurance Demat A/cs W/Addition Of 53-55 Cr A/cs Annually
@CNBCTV18Live IRDAI Has Mandated Issuance Of Insurance Policies In Demat Form

Timeline?
▪️All New Policies Fm Dec 2022
▪️All Old Active Policies By Dec 2023

Insurance Demat Will Be Different From Share Demat & Will Be Called EIA (Electronic Insurance A/c)
Jun 15, 2022 • 12 tweets • 4 min read
The Largest #IPO India Has Ever Seen & Even After Its Listing LIC Has Still Remained In The Spot Light!

LIC's Stock Is Down 28% From Its IPO Price

I Spoke To MR Kumar, Chairperson At LIC On All Opportunities & Uncertainities Around The Biz

#LIC #LICIPO #IPO #market #stocks ON CORRECTION IN LIC'S STOCK PRICE

▪️LIC Stock Corrected Because Of Market Correction

▪️Don't See Any Concerns Around Biz

▪️LIC Is Doing As Good As Private Players On Biz Front

▪️LIC Investors Have To Remain Patient For Sometime
May 25, 2022 • 5 tweets • 3 min read
▪️Road Transport Min & IRDAI Notify New Motor Third Party (TP) Insurance Premium  

▪️New Motor Third Party Premium Effective From June 1, 2022

▪️Revision In Motor TP Premium Proposed For The First Time In Nearly 3 Years

#Insurance #MotorInsurance #Auto #MotorThirdParty #IRDAI Image 🚘FOR NEW PRIVATE CARS

Premium For New Private Cars Hiked🔺1-23%

▪️Under 1000cc: Premium Hiked🔺23%

▪️Over 1000cc But Under 1500cc: Premium Hiked🔺12%

▪️Exceeding 1500cc: Premium Hiked🔺1% Image