Reserve Bank of India – Read The Fine Print
*Another Plan, More Forbearance: The Reserve Bank of India (RBI) has announced a one-time restructuring framework or asset classification...
296 Views
HDFC Placement/Trade Idea - Here Comes the Big Daddy, Might Still Be Worth a Short Term Trade
HDFC Limited (HDFC IN) launched its qualified institutional placement (QIP) to raise up to US$1.8bn overnight. I had taken an early look at the...
344 Views
HDFC – Risk Elevated
* Weak Operating Result:HDFC Ltd. (HDFC.IN) [HDFC] reported FY 1Q21 results of INR 30.5 bn, increasing INR 8.2 bn (36.7%) linked quarter. However,...
229 Views
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...
313 Views
Kotak Mahindra Bank – Credit Falling Apart
* Flattish Results: Kotak Mahindra Bank (KMB.IN) [KMB] reported FY 1Q21 results of INR 12.4 bn, declining just INR 221 mn (1.7%) linked quarter....
332 Views