RECL - Near Insatiable Power Credit Demand, Great NPL Trend, New Maharatna Status, 3x Avg Div Yield
High demand for power related lending can last for decades, marked improvement in credit metrics, new Maharatna status (only 12 companies have...
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2022 High Conviction - Kakao Bank - A Long Way to Go
Kakao Bank (KB) is South Korea’s largest digital bank. It's a subsidiary of Kakao, which holds a 27.3% stake post listing.
367 Views
State Bank of India: New moats emerge as game changers. Maintain BUY
While SBI always had the natural advantage of brand recognition and scale, the bank has gradually added other competitive moats in the form of a...
363 Views
State Bank of India - New Moats Emerge as Game Changers. Maintain BUY
While SBI always had the natural advantage of brand recognition and scale, the bank has gradually added other competitive moats in the form of a...
353 Views
State Bank of India - Margins Contract Sharply, 1% RoA Delivery to Continue!
Advances (net) reported a healthy growth of 14/1% YoY/QoQ, driven by retail book growth of 17/2% YoY/QoQ (unsecured retail Xpress credit grew 20/2%...
269 Views