IndusInd Bank – Much More Wood To Chop
*Results Beat Not Indicative Of True Credit Picture: IndusInd Bank (IIB.IN) [IIB] reported FY 1Q21 results of INR 4.6 bn, exceeding FY 4Q20 results...
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Bajaj Finance – Positive Turn In Credit
*India’s First Positive NBFC Result:Bajaj Finance (BAF.IN) [Bajaj Finance] earnings for FY 1Q21 amounted to INR 9.6 bn, increasing INR 142 mn...
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HDFC Bank – Expecting Downward EPS Revisions
*Weak FY 1Q21 Results: HDFC Bank (HDFCB.IN/HDB.US) reported FY 1Q21 results of INR 66.6 bn, which declined INR 2.7 bn (3.9%) on a linked quarter...
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Edelweiss Financial Services – Not Making Any Friends With This Release
*Designed To Confuse:Despite the Economic Times article highlighting that Edelweiss Financial Services (EDEL.IN) [Edelweiss] is looking to dispose...
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Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
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