Housing Development Finance Corp. - Provision Buffers Simply Do Not Exist
*Weak Results Will Continue For Some Time: Housing Development Finance Corp. (HDFC.IN) [HDFC] reported FY 4Q20 profits of INR 22.3 bn – missing...
319 Views
Bajaj Finance - Shocking Net New NPL Increase
* Positive Operating Jaws, Despite Hefty Provision: Bajaj Finance (BAF.IN) [Bajaj] reported operating profits for FY 4Q20 of INR 891.6 mn –...
112 Views
Last Week in Event SPACE: Singapore Air, Reliance, Kingsoft, GMO Internet, Li & Fung, Bank Permata
Last Week in Event SPACE ... The new Singapore Airlines (SIA SP) rights started trading earlier this week. The trade was to be long the shares...
268 Views
Kotak Mahindra Bank – Not Terrible…Yet
* Not The Worst We Have Witnessed: Kotak Mahindra Bank (KMB.IN) [KMB] reported FY 4Q20 results of INR 1.9 bn, declining INR 443.5 mn (18.9%) linked...
305 Views
India - Na Ren Dra, Sis Boom Bah
* Bring Out the Pom Poms: Prime Minister Narendra Modi finally delivered a headline that the India and the world seem to be applauding – a bold...
255 Views