HSIE Results Daily: Bajaj Auto, TVS Motor, Federal Bank, Petronet LNG
Bajaj Auto: Bajaj Auto’s Q3FY25 EBITDA margin at 20.2% was ahead of our estimate of 19.9% and in line with the Bloomberg consensus estimate of 20.2%
379 Views
Q3FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We expect banks under our coverage to deliver ~12% YoY credit growth in Q3FY25, in-line with industry growth. We would expect the systemic growth...
287 Views
Banking on Success: A Long-Short Strategy for Nifty Banks
Long-short strategy with zero correlation to the NSE Nifty Bank Index with yield pick-up. Trade rationale supported by strong fundamentals,...
508 Views
NIFTY200 Momentum30 Index Rebalance: 38 Changes; 65% Turnover; US$1.7bn Trade
There are 19 changes a side and all names are in line with our forecast. Estimated one-way turnover is 64.9% resulting in a one-way trade of INR...
823 Views
NIFTY200 Momentum30 Index Rebalance Preview: 65% One-Way Turnover and US$1.6bn Trade
We forecast 19 changes for the index in December. One-way turnover is estimated at 65.2% resulting in a one-way trade of INR 71bn (US$837m). The...
743 Views