Quarterly Flipbook: Earnings growth moderates, demand pick-up holds the key
The aggregate performance of the Q1FY25 earnings season was largely on expected lines, with wide divergences across sectors and companies
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Hero Fincorp Pre-IPO - The Negatives - Still Has Issues to Contend With
Hero FinCorp (HF) is looking to raise around US$438m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
416 Views
Hero Fincorp Pre-IPO - The Positives - Riding on the Parent's Brand
Hero FinCorp (HF) is looking to raise around US$438m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
491 Views
Top Sector Ideas: Banking, Financial Services and Insurance (BFSI) Q1FY25
Banks (incl. SFBs) under our coverage continued to report healthy credit growth at ~15% YoY (ex-HDFCB), marginally lower than our expectation of...
316 Views
Indian Banks Screener 1QFYE25: Positive Focus on Value Based Smaller Caps
​Positive focus on smaller cap, value based Indian banks Bandhan, Baroda, and UBI; negative on richly valued ICICI Bank and Kotak Mahindra due to...
745 Views