Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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It Will Be Tougher for HDFC Bank to Maintain Its Remarkable Profitability in the Future
A 6-year profitability analysis of HDFC Bank (HDFCB IN) , India’s most valuable bank, reveals that it has been able to maintain it ROA despite a...
271 Views
Axis Bank: Senior Is Out of Alignment; Go Overweight
We recommend that investors overweight Axis Bank's (AXSBIN) 3% coupon 2022 maturity US$-denominated Senior Unsecured bond. This security trades...
246 Views
HDFC Bank: The Puzzle of Stand-Alone Operating Expenses Being Higher than Consolidated
In comparing a company’s stand-alone expenses with its consolidated accounts, it is highly unusual for the consolidated numbers to be lower than...
306 Views
Shriram Transport Finance – Significant Reserve Shortfall
*Better Stated Results Not All What Cracked Up To Be: Shriram Transport Finance (SHTF.IN) [Shriram] reported FY 1Q21 results of INR 3.2 bn,...
256 Views