Bajaj Finance – Positive Turn In Credit
*India’s First Positive NBFC Result:Bajaj Finance (BAF.IN) [Bajaj Finance] earnings for FY 1Q21 amounted to INR 9.6 bn, increasing INR 142 mn...
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HDFC Bank – Expecting Downward EPS Revisions
*Weak FY 1Q21 Results: HDFC Bank (HDFCB.IN/HDB.US) reported FY 1Q21 results of INR 66.6 bn, which declined INR 2.7 bn (3.9%) on a linked quarter...
535 Views
Edelweiss Financial Services – Not Making Any Friends With This Release
*Designed To Confuse:Despite the Economic Times article highlighting that Edelweiss Financial Services (EDEL.IN) [Edelweiss] is looking to dispose...
628 Views
Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
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Canara Bank – Canara In The Coal Mine
*Awful Results To Worsen Post-Merger: Canara Bank (CBK.IN) [Canara] reported a net loss of INR 32.6 bn for FY 4Q20, declining from a positive INR...
410 Views