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Infrastructure Development Finance Company - IDFC (ICICI securities) update.2011.Aug.1 |
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Lower growth, focus on profits;Incremental disbursements to slowdown;Asset quality - still no signs of pain;Return ratios to stay muted | Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Aug 2011 | buy | 167 (from 175) | 129 | ICICI securities Report | |
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Infrastructure Development Finance Company - IDFC (Citi) Equity, Market and Growth Drag |
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Reducing earnings, target price to Rs154; Maintain Buy;Management mood drops, cuts growth guidance;1Q12 results: Profits down 6% yoy, below our estimates;Business, stock to remain soft near term, but turnaround could be sharp | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | buy | 154 (from 174) | 129 | Citi Report | |
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Infrastructure Development Finance Company - IDFC (Goldman Sachs) Below expectations; loan growth slows on macro; maintain Neutral |
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Facing pressures from all sides;Retain Neutral on higher valuations, lower RoE | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | neutral | 140 (from 150) | 129 | Goldman Sachs Report | |
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Infrastructure Development Finance Company - IDFC (Goldman Sachs) Below expectations; loan growth slows on macro; maintain Neutral |
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Facing pressures from all sides
Retain Neutral on higher valuations, lower RoE | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | neutral | 140 (from 150) | 129 | Goldman Sachs Report | |
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Infrastructure Development Finance Company - IDFC (Goldman Sachs) update.2011.Jul.27 |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 27 Jul 2011 | neutral | 150 (from 145) | 0 | Goldman Sachs Report | |
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Infrastructure Development Finance Company - IDFC (Credit Suisse) update.2011.Jul.15 |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 15 Jul 2011 | neutral | 138 | 138 | Credit Suisse Report | |
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Infrastructure Development Finance Company - IDFC (JP Morgan) Significant challenges remain |
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Loan growth under increasing pressure;Fee businesses struggling;ROEs stuck in low-teens | Date | Rating | Target Price | Recommendation Price | Broker house | | 30 Jun 2011 | neutral | 140 (from 155) | 130 | JP Morgan Report | |
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idfc (ICICIsec) Loan growth strong, other income dips |
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Disbursements robust with margins maintained at 3.8%, spreads dip. Asset quality upbeat but may depict pain ahead; Non Interest income dips, pressurises profitability
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idfc (CreditSuisse) Muted 4Q results as expected |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 3 May 2011 |
neutral |
138 (From 166) |
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CreditSuisse Report |
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infrastructure development finance (Citi) 4Q11: Mixed Bag - Lending Business Fine, But Fees a Drag |
4Q11 profits up 26% yoy, below estimates on lower fees; P&L: NIMs stable; weak fees partly offset by sharp cost control; Balance Sheet: Strong growth, healthy asset quality, comfortable capital; Maintain Buy: Possible cyclical pressure, but structurally attractive
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 2 May 2011 |
buy |
174 |
141 |
Citi Report |
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