Kotak Mahindra Bank: Navigating Growth-Margin-Asset Quality Trade-Off. Maintain BUY
Over the past couple of years, Kotak Mahindra Bank (KMB) has been hampered by stress in its retail unsecured segments, a 10-month embargo owing to...
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Kotak Mahindra Bank Ltd. - Healthy Growth and Margin Recovery to Drive Sustained Superior RoA
Unsecured Book Stress Ease; Credit Costs to Taper Over H2: In Q2, KMB witnessed an improvement in asset quality and a decline in credit costs.
239 Views
Aequitas: Amagi Media Labs IPO - Scaling a Global Platform; Profitability in Sight
Amagi Media Labs (AML) is looking to raise around US$198m in its India IPO. The deal has been downsized from its earlier estimated deal size of...
173 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (22 Sep)
​Statistical methodology identifies eight pair trade opportunities in four markets and four sectors, offering unique insights for investors.
408 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (15 Sep)
​Statistical methodology identifies nine pair trade opportunities across four markets and four sectors, offering unique insights into relative value.
386 Views