BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Securities Report
Q2 FY21 earnings for banking financial services and insurance sector will be reflection of a path half way through normalisation on some parameters (origination, collections), but just the beginning of journey for stress recognition and downward net interest margin trajectory.
Key to watch out -
1. Narrative on quantum and texture of restructuring (actual + potential) post moratorium; financiers suggesting low single digit;
2. slippages from special mention account-1/2 pool as of March 01and prudent recognition of stress;
3. provisioning build-up (both on restructured and contingency, if any);
4. retracement of fee income and support from treasury profits; and
5. extent of cost flexibility retained.
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