SBI Cards & Payments Trading - Fee Income Driven Valuation Will Be Hurt More from a Drop in Spending
SBI Cards (SBIC) raised around US$1.4bn via selling a little bit of primary along with mostly secondary shares in its Indian IPO. SBIC is a...
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HDFC AMC | Revisiting Key Risks & Time to Market Recovery
We revisit our bullish stance on HDFC Asset Management Co Ltd (HDFCAMC IN), which is discussed in our insight HDFC AMC | Walk the Talk - Preferred...
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State Bank of India - The Answer Is Not "Yes"
Oh NO!: State Bank of India (SBIN.IN) [SBI] will form a consortium of investors to infuse equity into Yes Bank (YESBNK.NS) [Yes] - up to 49% of...
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Asian Bank HY Credit Weekly: Opportunity Creation
Coronavirus concerns continue to create opportunities amongst Asia bank-headquartered securities. Credit spreads should recoup some of their recent...
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Yes Bank, Yes Reconstitution: Re-Racking Our Buy Senior Recommendation
We find the surprise moratorium imposed on Yes Bank (YESIN) activities to be a policy error; however, the reconstitution plan is a step in the...
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