In today’s briefing:
- India Banks – Solid Strength at ICICI
- Morning Views Asia: Bharti Airtel, Guangzhou R&F Properties, Indika Energy
India Banks – Solid Strength at ICICI
- Typically net interest margins and loan volume are what matter most for banks
- ICICI is showing strength in both core financial metrics, but also in credit costs
- Of the large 3 banks in India, ICICI may continue to show the best marginal deltaCI
Morning Views Asia: Bharti Airtel, Guangzhou R&F Properties, Indika Energy
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
