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Yash Jain Profile picture
Yash Jain
@YashJain88
Special Correspondent & Insurance Analyst @CNBCTV18News. Financial journalist by profession, dancer & swimmer by passion. Instagram: blitzyash
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