Top Sector Ideas - BFSI
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment, with some pick-up in corporate lending.
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Bharti Hexacom Pre-IPO - The Positives - Earnings Have Been Recovering Well
Bharti Hexacom is looking to raise up to US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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RESEARCH SCORECARD - 31 January 2024
Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.
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ECM Weekly (12th Feb 2024) - Nissan/Renault, Metcash, Digital Core, SBFC, Thai Credit, Park Hotel
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Indian Banks Screener: Bank of Baroda Remains the Value Pick, HDFC Bank Is the Quality Name
Bank of Baroda is our top pick with modest valuations, healthy ROE, improving returns; HDFC Bank is a buy too having potential for medium term...
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