Sell-Side Analysts’ Blind Faith in IndusInd Bank Need Not Blind Investors
Indusind Bank not only declared 4QFY2019 results far below consensus expectations, but FY2019 net profits have been inflated by a significant...
512 Views
Yes Bank – No
We will try our best not to repeat the excellent analysis done by our fellow Smartkarma analyst Hemindra Hazari on Yes Bank. Rather our focus here...
702 Views
ICICI Bank – Bad Loan Migration Shocks, New NPL Trends Betters HDFC
Granular data in new Pillar 3 disclosure reveals shocking migration within NPLs for ICICI Bank Ltd (ICICIBC IN). The risk highlighted by our...
600 Views
By Deferring Tax, HDFC Bank Inflates Current Profits at the Cost of Future Profits
Post the announcement of HDFC Bank’s results, the sell-side rejoiced and the overwhelming majority reaffirmed their bullish stance on the stock,...
618 Views
HDFC Bank – New Pillar Three Data Worries
While most focus on reported earnings, Pillar 3 data is more granular, more revealing. As our esteemed colleague, Hemindra Hazari, has suggested in...
951 Views