Pair Trading Ideas - Asian Financials
We highlight potential trades among liquid large cap Asian financial stocks that are correlated and exhibit mean reversion. We recommend closing...
426 Views
HDFC Bank – Big Credit Disappointment
HDFC BANK: HDFCB released a disappointing FY 4Q21 bottom-line, declining 6.5% QOQ, due higher provisions and costs. Net new NPLs increased 130.4%...
321 Views
The ‘Pre-Pack’ Scheme for MSME: Which Banks Have the Most Stressed MSME Portfolio ?
The Government has amended the IBC code 2016 to provide pre-packaged resolution for MSME's. Banks with sizeable exposure to MSME and /or the...
290 Views
HDFC Bank – Update Does Little To Quell Fears
HDFC BANK: HDFCB released a FY 4Q21 balance sheet update. HDFCB tried to place a positive spin on its lending and deposit share gain update....
368 Views
Macrotech (Lodha) Developers Pre-IPO - New Name but up to Some of the Same Old Tricks
Macrotech Developers (Lodha) aims to raise around US$350m in its India IPO. It is the largest real estate developer in India, by residential sales...
709 Views