Banking & Financials Sector: Credit Growth Picking Up; Lower Provisions to Drive Earnings
Credit growth picking up; lower provisions to drive earnings We expect strong earnings performance from banks in 4QFY22, driven by: (1) improving...
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Axis Top Picks April 2022
Commodities and IT sectors are the biggest winners of FY22. In the last one year, the Metals sector has gone up 53%, Energy by 40%, commodities by...
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Connecting The Dots: UPI drags payments fee yields; BNPL endgame ahead
Mobile payments continue to gain incremental market share at a furious pace, constituting ~52% of retail digital P2M payments during 11MFY22 While...
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ICICI Bank: Outperformance Continues; Maintain BUY
We maintain a BUY rating on the stock with a revised target price of Rs 990/share (SOTP basis core book at 2.8x FY24E and Rs 182 Subs. Value),...
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HSIE Results Daily: Reliance Industries, ICICI Bank, Kajaria Ceramics
Kajaria Ceramics: We reiterate our BUY rating on Kajaria Ceramics (KJC), with an unchanged target price of INR1,450/sh (21x its Dec-23E...
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