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Kotak Mahindra Bank (ICICI securities) Lower NII in spite of robust credit growth |
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Adjusted NIMs decline to 5%, now sustainable;Capital markets related profits decline | Date | Rating | Target Price | Recommendation Price | Broker house | | 22 Jul 2011 | sell | 436 (from 415) | 484 | ICICI securities Report | |
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Kotak Mahindra Bank (ICICI securities) Lower NII in spite of robust credit growth |
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Adjusted NIMs decline to 5%, now sustainable;Capital markets related profits decline | Date | Rating | Target Price | Recommendation Price | Broker house | | 22 Jul 2011 | sell | 436 (from 415) | 484 | ICICI securities Report | |
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Kotak Mahindra Bank (Citi) 1Q12 Results: Lending Business Tides Over Capital Markets Drag |
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1Q12 profits up 27% yoy; 5% above our estimates;P&L: NIMs down, but moderation in operating and credit costs;Balance sheet: Sharp loan growth, strong asset quality, but funding challenge;Strong stock performance but low asset risks, healthy growth a key support | Date | Rating | Target Price | Recommendation Price | Broker house | | 21 Jul 2011 | buy | 495 | 479 | Citi Report | |
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kotak mahindra bank (ICICIsec) Provisions lower, subsidiaries return profits |
NIM rises to 5.6%, loan book mix constitutes 2/3 of retail loans; Over the years dependency on capital market related profits decline
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kotak mahindra bank (HDFCSec) Q4FY11 Result Update |
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kotak mahindra bank (citi) 4Q11 Results: Good Quarter; Insurance, Recovery Boost |
4Q11 profits up 17% yoy; ahead of estimates; Financing segment motoring along, some moderation likely; Fee Incomes: Muted earnings and outlook; Strong return profile, healthy growth and comfortable capital
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 8 May 2011 |
buy |
495 |
430 |
citi Report |
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kotak mahindra bank (CreditSuisse) Strong 4Q11 results |
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Lending business robust - better NIMs, net slippages negative; Capital markets businesses soft
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 6 May 2011 |
neutral |
444 (From 485) |
422 |
CreditSuisse Report |
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kotak mahindra bank (DeutscheBank) Banking traction good,uncertain outlook for other businesses |
Capital market linked businesses could be a drag, trading at rich valuations; 4QFY11 - operating profit in line with estimates
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 6 May 2011 |
sell |
350 |
413 |
DeutscheBank Report |
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kotak mahindra bank (JPMorgan) India Financials: Shelter in the storm |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 7 Mar 2011 |
ow |
500 (from 575) |
419 |
JPMorgan Report |
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kotak mahindra bank (ICICIsec) Banking profitability lower than estimated |
