Leveraged Financials: The final stages of “easy money”
A combination of structural and cyclical factors have resulted in shrinking liquidity buffers and rising cost of funding across financial...
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Q2fy23 Preview - Non-Commodities Likely to Do Better
Q2FY23 marked a cool-off in the key commodity prices including the base metals and the crude oil as against the Q1FY23 period that witnessed...
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Bandhan Bank Ltd (BANDHAN IN) | Still Waters, but May Not Run Deep
We spoke to channels associated with Bandhan Bank Ltd (BANDHAN IN) in West Bengal and Assam with an objective to understand the operating...
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India Channel Insight #43 | Bandhan Bank - One More Quarter of Pain?
We speak to channels in West Bengal and Assam to gauge the sentiment and situation on the ground with the focus on EEB (microfinance) portfolio.
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HSIE Results Daily: UltraTech Cement, SRF, Bandhan Bank, Mphasis
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with an unchanged target price of INR 7,295 (16x Mar’24E consolidated EBITDA)
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