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...
242 Views
Karur Vysya Bank - Better Growth, Asset Quality to Drive up RoAs
KVB reported further improvement in growth trajectory – gross credit growth at 15.9% YoY/5% QoQ (multi-quarter high) vs. 14% YoY/3.5% QoQ in 1Q.
161 Views
HSIE Results Daily: Infosys, Axis Bank, Tech Mahindra, Crompton Consumer
Infosys: Infosys (INFO IN) delivered strong growth in Q1, offset by steeper impact on margins (yet relative outperformance vs peers)
184 Views
HSIE Results Daily: JK Cement, The Ramco Cements, Nuvoco Vistas, Heidelberg Cement, Karur Vysya Bank
JK Cement: We maintain our REDUCE rating on JK Cement (JKCE), with a lower TP of INR 2,485 (11.5x Mar-23E consolidated EBITDA).
154 Views
City Union Bank: What Is Driving Premium Valuation for This Oldest Private Sector Bank?
City Union Bank, the oldest Private sector Bank in India has been commanding premium valuation vis-à-vis many other private sector banks. What is...
438 Views