ICICI Bank: Focus on Scalability and Customer Experience Through Technology
We maintain a BUY rating on the stock with a target price of Rs 975/share (SOTP basis core book at 2.8x FY24E and Rs 182 Subs. Value).
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Growing franchise through technological innovations
We attended ICICIBC analyst day, where the management highlighted how the strengthening of its digital capabilities is helping transform the bank...
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ICICI Bank (Update): Blossoming into a BankTech; positive for growth. Maintain BUY
With consistent superior overall performance, ICICIBC is poised for market share gains across segments, delivering a ~15% RoE by FY23E. We raise...
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Healthium Medtech Pre-IPO - Peer Comparison and Thoughts on Valuation
Healthium Medtech (HM) is looking to raise up to US$500m in its upcoming India IPO. In this note, we undertake a peer comparison and talk about...
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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.
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