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$ICICIBANK
ICICI Bank

Meera Sharma: Net interest income (NII) up 16.2% YoY Gross non-performing assets (NPA) for the quarter stood at 5.2 percent versus 5.5 percent and the net NPA was at 1% versus 1.2%, QoQ. #neutral

$YESBANK
Yes Bank

Meera Sharma: Yes Bank chief digital officer and group president Ritesh Pai has put in his papers and is understood to be joining a Netherlands-based cross-border payments company, Terrapay, sources have told Moneycontrol. Yes Bank confirmed Pai’s exit. “Ritesh has had two stints with Yes Bank, first from October 2004 to October 2006 and then from March 2015 to October 15, 2020. After a fruitful tenure, he decided to explore and pursue opportunities outside the bank.” #neutral

$INFY
Infosys

Aaarti Ambani: completes acquisition of Product Design and Development firm, Kaleidoscope Innovation. The deal was announced September 3 - quite fast! #bullish

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Investor sentiment

$SRF  SRF 67%
$CARERATING  Credit Analysis And Research 67%
$INFRATEL  Bharti Infratel 67%
$ARVIND  Arvind 67%
$BHARTIARTL  Bharti Airtel 60%
$ICICIBANK  ICICI Bank 67%
$JUSTDIAL  Just Dial 67%
$WELSPUNIND  Welspun India 67%
$ARVINDREM  Arvind Remedies 71%
$AXISBANK  Axis Bank 83%
$SUPRDOM  Super Domestic Machines 71%
$COALINDIA  Coal India 75%
$HCLTECH  Hcl Technologies 100%
$ADANIENT  Adani Enterprises 100%
#bullish
62
#neutral
13
#bearish
25

Latest Indian news

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4

Colin Williams 11:54 AM 04-07-2023

$HDFCBANK $HDFC India’s largest private lender HDFC Bank has completed its merger with Housing Development Finance Corporation, the country’s biggest mortgage lender.
The merged entity will be the world’s fourth largest bank, behind JPMogran Chase, Industrial and Commercial Bank of China and Bank of America, according to Soumya Rajan, CEO and founder of Mumbai-based Waterfield Advisors. #NEUTRAL

George Walker 12:51 AM 31-01-2023

$ADANIENT The stock still has a long way to go down given its jump in 2022 #Bearish

George Walker 12:51 AM 31-01-2023

$ADANIENT Hindenburg Research just published - Our Reply To Adani: Fraud Cannot Be Obfuscated By Nationalism Or A Bloated Response That Ignores Every Key Allegation We Raised #Bearish

Meera Sharma 12:49 PM 29-01-2023

$ADANIENT Adani Group will release a detailed response to allegations made by US short seller Hindenburg Research only after the completion of a new share sale that’s set to conclude on Jan. 31, according to people familiar with the matter.

economictimes.indiatimes....1859.cms

It's gonna be fun! #Bearish

4

Colin Williams 06:00 PM 25-01-2023

$ADANIENT I am surprised the stock is down only 1.1%. probably affiliated brokers are trying to maintain the price... Hindenburg report is long to read, let's see how it will trade in the coming days after investors digest the news #Bearish

4

Colin Williams 05:55 PM 25-01-2023

$ADANIENT hindenburgresearch: Today we reveal the findings of our 2-year investigation, presenting evidence that the INR 17.8 trillion (U.S. $218 billion) Indian conglomerate Adani Group has engaged in a brazen stock manipulation and accounting fraud scheme over the course of decades.#Bearish

Tallapureddy 03:37 PM 12-08-2021

$AADHAARVEN #Bullish



5

Nita Bhardwaj 10:40 PM 21-11-2020

$KEI a stably growing company with 28% ROIC. Current share price drop is a good point to #buy / increase your position

Meera Sharma 08:57 PM 10-11-2020

$TCS Deutsche Bank has agreed to sell its IT services unit Postbank Systems to India’s Tata Consultancy Services, as part of its sweeping 2019 plan to bring down costs at the bank.

The sale, set for completion by the end of the year, will cost approximately €120m, the bank said. The hit has been factored into its cost-reduction strategy, which centres around cutting 18,000 jobs. #bullish

4

James Disick 11:31 PM 02-11-2020

$KEI Q2 finacial results:
Revenue declined 15.71% YoY Q2
EBIDTA Margin in first half year was 11.38% vs 10.63% a year ago
#buy while it's cheap

5

Robert Sheridan 12:40 PM 02-11-2020

$TAJGVK Results for H1 ended Sept 30, 2020: Revenue -90%
No more to add. #bearish

Meera Sharma 05:47 PM 31-10-2020

$ICICIBANK Net interest income (NII) up 16.2% YoY

Gross non-performing assets (NPA) for the quarter stood at 5.2 percent versus 5.5 percent and the net NPA was at 1% versus 1.2%, QoQ. #neutral

5

Robert Sheridan 12:47 PM 28-10-2020

$BHARTIARTL National Securities Depository (NSDL) increased the company's foreign ownership limits from 49% to 100%. The stock is up 13% #buy

Meera Sharma 12:42 PM 28-10-2020

$YESBANK Yes Bank chief digital officer and group president Ritesh Pai has put in his papers and is understood to be joining a Netherlands-based cross-border payments company, Terrapay, sources have told Moneycontrol.

Yes Bank confirmed Pai’s exit. “Ritesh has had two stints with Yes Bank, first from October 2004 to October 2006 and then from March 2015 to October 15, 2020. After a fruitful tenure, he decided to explore and pursue opportunities outside the bank.” #neutral

Meera Sharma 12:00 PM 26-10-2020

$NESTLEIND @Marichi-Sanyal the company is showing fantastic results, but the stock is already expensive!

Motilal Oswal has given a #neutral rating to Nestle India with a target price of Rs 16,440.

Current valuations of 64.9x CY21E EPS and 55.9x CY22E EPS appear to completely factor in upside for the next year. He values the company at 60x Sep’22E EPS to arrive at TP of INR16,440.