HDFC Bank (HDFCB IN): Initiating Coverage – Long Term Compounder; But "Short" For Now
HDFC Bank has been the most successful bank in India for long, but things changed drastically with the merger with HDFC Ltd. The negatives outweigh...
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Axis Top Picks - Mar 2024
We are extremely happy to share that our Top Picks Basket has delivered an astounding return of 264% since its inception (May’20), which stands...
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Union Bank of India QIP - Well-Flagged and Just in Time for Index Inclusion
Union Bank Of India (UNBK IN) is looking to raise up to US$370m (INR30bn) via its QIP. In this note, we talk about the deal dynamics.
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Top Sector Ideas - BFSI
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment, with some pick-up in corporate lending.
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RESEARCH SCORECARD - 31 January 2024
Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.
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