External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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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.

Equity Bottom-Up

<ul><li>Bandhan Bank (BANDHAN) hosted an Analyst Day to articulate its medium-term strategic priorities around portfolio diversification and strengthening of its customer franchise</li><li>While the bank’s focus on building borrower discipline in its flagship business and accelerated investments in portfolio diversification and distribution could gradually yield constructive outcomes, near-term return ratios are likely to remain soft from continued provisions and elevated opex</li><li>The management guided for major stress flowing into the 90dpd bucket, resulting in sustained one-off provisioning requirement during H2FY23</li></ul><p><em>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.</em></p>

Bandhan Bank (BANDHAN) hosted an Analyst Day to articulate its medium-term strategic priorities around portfolio diversification and strengthening of its customer franchiseWhile the bank’s focus on building borrower discipline in its flagship business and accelerated investments in portfolio diversification and distribution could gradually yield constructive outcomes, near-term return ratios are likely to remain soft from continued provisions and elevated opexThe management guided for major stress flowing into the 90dpd bucket, resulting in sustained one-off provisioning requirement during H2FY23Content 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.

Bandhan Bank (Update): Hard pivot ahead to offset volatile core franchise. Maintain ADD

Bandhan Bank Ltd

Bandhan Bank (Update): Hard pivot ahead to offset volatile core franchise. Maintain ADD