External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66% respectively</li><li>Given such returns, it is prudent to pause and analyse the current valuation levels of these indices and their constituents which will be a key determinant of their future returns</li><li>We have analysed all indices and their constituents’ historical break-ups, sectoral composition shifts, and valuation swings (using P/B as a common metric).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66% respectivelyGiven such returns, it is prudent to pause and analyse the current valuation levels of these indices and their constituents which will be a key determinant of their future returnsWe have analysed all indices and their constituents’ historical break-ups, sectoral composition shifts, and valuation swings (using P/B as a common metric).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Valuation of Indices: All Indices and Most Sectors in the Overheated Zone

<ul><li>ICICI Bank: ICICI Bank (ICICIBC) managed to clock another steady quarter on the back of consistent loan growth (+18% YoY), offset by higher credit costs (39bps of loans) on account of additional provisioning for investment in AIF (INR6.27bn), while maintaining its asset quality and a healthy PCR (~81%)</li><li>Healthy deposit growth (+18% YoY) came in largely in the form of retail TDs as the CASA ratio dipped further to 39.6% (-112bps QoQ), resulting in a 19-bps QoQ spike in the cost of deposits</li><li>Despite an improving retail mix, yields remained flat, and NIMs softened to 4.43% (-10bps QoQ) and are likely to trend lower</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ICICI Bank: ICICI Bank (ICICIBC) managed to clock another steady quarter on the back of consistent loan growth (+18% YoY), offset by higher credit costs (39bps of loans) on account of additional provisioning for investment in AIF (INR6.27bn), while maintaining its asset quality and a healthy PCR (~81%)Healthy deposit growth (+18% YoY) came in largely in the form of retail TDs as the CASA ratio dipped further to 39.6% (-112bps QoQ), resulting in a 19-bps QoQ spike in the cost of depositsDespite an improving retail mix, yields remained flat, and NIMs softened to 4.43% (-10bps QoQ) and are likely to trend lowerContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank

<ul><li>ICICI Bank: ICICI Bank (ICICIBC) clocked another steady quarter on the back of consistent loan growth (+18% YoY) and lower credit costs (23bps of loans), maintaining its robust asset quality alongside a healthy PCR (~83%)</li><li>Loan growth was driven by healthy deposit growth (+19% YoY), largely retail TDs as the CASA ratio eased to 40.8% (-222bps QoQ), resulting in a 22-bps QoQ spike in the cost of deposits</li><li>With limited yield reflation despite improving retail mix, NIMs softened by 25bps QoQ to 4.53% and are likely to trend further lower</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ICICI Bank: ICICI Bank (ICICIBC) clocked another steady quarter on the back of consistent loan growth (+18% YoY) and lower credit costs (23bps of loans), maintaining its robust asset quality alongside a healthy PCR (~83%)Loan growth was driven by healthy deposit growth (+19% YoY), largely retail TDs as the CASA ratio eased to 40.8% (-222bps QoQ), resulting in a 22-bps QoQ spike in the cost of depositsWith limited yield reflation despite improving retail mix, NIMs softened by 25bps QoQ to 4.53% and are likely to trend further lowerContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank, Metro Brands, CreditAccess Grameen

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank, Metro Brands

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Advances grew robust at ~21.4%/5.9% YoY/QoQ, largely driven by Credit cards (+59.4% YoY), Personal loans (+35.3% YoY) and Corporate (+24.9% YoY).</li><li>The share of unsecured retail loans in the overall portfolio mix increased to 11% vs. 8.7%/10.7% YoY/QoQ.</li><li>Deposit growth improved to 23.3%/3.8% YoY/QoQ, led by TDs which grew by 45.5%/5.3% YoY/QoQ. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Advances grew robust at ~21.4%/5.9% YoY/QoQ, largely driven by Credit cards (+59.4% YoY), Personal loans (+35.3% YoY) and Corporate (+24.9% YoY).The share of unsecured retail loans in the overall portfolio mix increased to 11% vs. 8.7%/10.7% YoY/QoQ.Deposit growth improved to 23.3%/3.8% YoY/QoQ, led by TDs which grew by 45.5%/5.3% YoY/QoQ. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kotak Mahindra Bank Ltd. - Appointment of New CEO Addresses Leadership Concerns

India

Kotak Mahindra Bank Limited is a full service commercial bank. The Bank offers a wide range of products and services such as personal, commercial, and corporate banking services, including deposit accounts, loans, and investments. Kotak Mahindra Bank serves customers in India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kotak Mahindra Bank (KMB IN)

Valuation of Indices: All Indices and Most Sectors in the Overheated Zone

Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...

HDFC Securities

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank

ICICI Bank (ICICIBC) managed to clock another steady quarter on the back of consistent loan growth (+18% YoY), offset by higher credit costs (39bps...

HDFC Securities

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank, Metro Brands, CreditAccess Grameen

ICICI Bank (ICICIBC) clocked another steady quarter on the back of consistent loan growth (+18% YoY) and lower credit costs (23bps of loans)

HDFC Securities

HSIE Results Daily: ICICI Bank, Kotak Mahindra Bank, Metro Brands

ICICI Bank (ICICIBC) clocked another steady quarter on the back of consistent loan growth (+18% YoY) and lower credit costs (23bps of loans)

HDFC Securities

Kotak Mahindra Bank Ltd. - Appointment of New CEO Addresses Leadership Concerns

Advances grew robust at ~21.4%/5.9% YoY/QoQ, largely driven by Credit cards (+59.4% YoY), Personal loans (+35.3% YoY) and Corporate (+24.9% YoY).

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)