External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>State Bank of India: SBIN’s Q3FY24 earnings missed estimates due to one-off additional provision of INR54bn towards pension and INR17bn for DA relief, partly offset by lower credit costs</li><li>Loan growth was healthy (+15% YoY) with domestic margins being stable at 3.4%</li><li>Deposit growth lagged loan growth with the CASA ratio (39.5%, -72bps QoQ) continuing to drift lower, however, SBIN continued to maintain surplus SLR</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

State Bank of India: SBIN’s Q3FY24 earnings missed estimates due to one-off additional provision of INR54bn towards pension and INR17bn for DA relief, partly offset by lower credit costsLoan growth was healthy (+15% YoY) with domestic margins being stable at 3.4%Deposit growth lagged loan growth with the CASA ratio (39.5%, -72bps QoQ) continuing to drift lower, however, SBIN continued to maintain surplus SLRContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: State Bank of India, Indian Hotels, Mphasis

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Indian Hotels (IHCL) reported consolidated revenue growth of 16.5% YoY, in line with our expectations.</li><li>The Q3 is seasonally a strong quarter and this growth was mainly due to the increase in RevPAR to Rs 9,840, up 24.9% YoY in domestic hotels.</li><li>IHCL’ RevPAR in international assets, US declined by -3.0% YoY while increasing by 10% YoY in the UK respectively. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indian Hotels (IHCL) reported consolidated revenue growth of 16.5% YoY, in line with our expectations.The Q3 is seasonally a strong quarter and this growth was mainly due to the increase in RevPAR to Rs 9,840, up 24.9% YoY in domestic hotels.IHCL’ RevPAR in international assets, US declined by -3.0% YoY while increasing by 10% YoY in the UK respectively. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indian Hotels Company Ltd - Improvement in QoQ Realizations & Occupancies

<ul><li>Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23.</li><li>Calls that successfully achieved their target were Nestle India (~10%), Aptus Value Housing Finance (10%), and Equitas Small Finance Bank (10%).</li><li>ICICI Bank LtdAxis Alpha reported an astounding monthly strike rate of 80% in Oct’23.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23.Calls that successfully achieved their target were Nestle India (~10%), Aptus Value Housing Finance (10%), and Equitas Small Finance Bank (10%).ICICI Bank LtdAxis Alpha reported an astounding monthly strike rate of 80% in Oct’23.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Research Scorecard Report for Oct 2023

<ul><li>Indian Hotels (IHCL) reported consolidated revenue growth of 16.3% YoY, in line with our expectations.</li><li>This growth was mainly due to the increase in RevPAR to Rs 9,840, up 17.9% YoY in domestic hotels.</li><li>The company’s international assets in the US declined by 4.0% YoY while increasing by 22% YoY in the UK. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indian Hotels (IHCL) reported consolidated revenue growth of 16.3% YoY, in line with our expectations.This growth was mainly due to the increase in RevPAR to Rs 9,840, up 17.9% YoY in domestic hotels.The company’s international assets in the US declined by 4.0% YoY while increasing by 22% YoY in the UK. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indian Hotels Company Ltd - Improvement in QoQ Realizations

<ul><li>We attended Indian Hotels Company Limited’s (IHCL) Capital Market Day held on 11 May 2023</li><li>The crux of the presentation given by the management was on the revised AHVAAN target, IHCL’s growth in asset-light business, Indian consumption affecting hotel demand and upcoming events driving the demand</li><li>IHCL now stands with 188 hotels in operation and 75 hotels in the pipeline</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We attended Indian Hotels Company Limited’s (IHCL) Capital Market Day held on 11 May 2023The crux of the presentation given by the management was on the revised AHVAAN target, IHCL’s growth in asset-light business, Indian consumption affecting hotel demand and upcoming events driving the demandIHCL now stands with 188 hotels in operation and 75 hotels in the pipelineContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India

Indian Hotels Company Limited operates The Taj Group of hotels.  The Company owns or maintains long term leases/licenses for hotels in India, in addition to International hotels.  The Group's hotels are divided into three groups: Luxury, Business, and, Leisure.

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Indian Hotels (IH IN)

HSIE Results Daily: State Bank of India, Indian Hotels, Mphasis

State Bank of India: SBIN’s Q3FY24 earnings missed estimates due to one-off additional provision of INR54bn towards pension and INR17bn for DA...

HDFC Securities

Indian Hotels Company Ltd - Improvement in QoQ Realizations & Occupancies

The Q3 is seasonally a strong quarter and this growth was mainly due to the increase in RevPAR to Rs 9,840, up 24.9% YoY in domestic hotels.

Axis Direct

Axis Research Scorecard Report for Oct 2023

Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23. Calls that successfully achieved their target were Nestle India (~10%),...

Axis Direct

Indian Hotels Company Ltd - Improvement in QoQ Realizations

Indian Hotels (IHCL) reported consolidated revenue growth of 16.3% YoY, in line with our expectations. This growth was mainly due to the increase...

Axis Direct

Indian Hotels: IHCL Capital Market Day

We attended Indian Hotels Company Limited’s (IHCL) Capital Market Day held on 11 May 2023. The crux of the presentation given by the management was...

HDFC Securities

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