State Bank of India: New moats emerge as game changers. Maintain BUY
While SBI always had the natural advantage of brand recognition and scale, the bank has gradually added other competitive moats in the form of a...
368 Views
State Bank of India - New Moats Emerge as Game Changers. Maintain BUY
While SBI always had the natural advantage of brand recognition and scale, the bank has gradually added other competitive moats in the form of a...
364 Views
Quarterly Flipbook: Earnings growth moderates, demand pick-up holds the key
The aggregate performance of the Q1FY25 earnings season was largely on expected lines, with wide divergences across sectors and companies
268 Views
HSIE Results Daily: State Bank of India, Thermax, Aptus Value Housing Finance India
State Bank of India: SBIN’s earnings were in line with estimates with healthy loan growth (~16% YoY) and stable NIMs, offset by soft deposit growth...
187 Views
Leveraged Financials: The Liquidity Conundrum
Our hypothesis remains anchored around strong retail deposit franchises and declining spreads over the next 12 months, coupled with the...
313 Views