HSIE Results Daily: Kotak Mahindra Bank, Indian Hotels, Supreme Industries
Kotak Mahindra Bank (KMB) delivered a strong beat, led by healthy loan growth (+18% YoY), reflation in NIMs (+28bps QoQ), and lower-than-expected...
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Connecting the Dots - The Changing Contours of PV Financing
Post the publication of our cross-sector Vehicle Finance thematic, we met about 50 investors and passenger vehicle (PV) dealers across key markets.
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Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
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S&P BSE Indices: No Changes for SENSEX; 7 ADDs/DELs for BSE 100 in June 2022
S&P BSE Index changes for June 2022 were announced last week. No changes for SENSEX. 7 Adds/Deletes for BSE 100 including some negative and...
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Mahindra Finance - Treading Towards Normalcy
Mahindra Finance reported PAT of Rs6bn, led by lower provisions. NIMs (calc) declined by 83bps QoQ to 9.8% as the NBFC reversed higher interest...
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