KOTAKBANK.NSE

Kotak Mahindra Bank Ltd.

In this briefing: Primer: The Shanghai Commerical & Sa (5876 TT) - Apr 2026 Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now $316 Billion Is Waiting. What Is It Waiting For? BSE: Impressive Growth, Emerging Stronger. Maintain ADD HDFC Bank (HDFCB IN) Vs. Kotak Mahindra (KMB IN): Statistical Arbitrage in Indian Banks 1. Primer: The Shanghai Commerical & Sa (5876 TT) - Apr 2026 Established player with a long history, specializing in serving small- and medium-sized enterprises (SMEs) with a strong presence in trade finance and cross-strait banking. Financial performance shows robust long-term revenue growth, but recent net income and EPS trends have been flat to negative, indicating margin pressure or rising costs. The bank is pursuing a strategic pivot towards digitalization, wealth management, and targeted expansion in Southeast Asia to diversify from the mature and competitive Taiwanese market. This content is AI-generated and displayed for general informational purposes only.

The State Vigilance and Anti-Corruption Bureau has arrested a third accused in the over Rs 150-crore Kotak Mahindra Bank scam linked to the Municipal Corporation, Panchkula. According to officials, the accused, Kapil, a resident of Rajpura in Punjab, was apprehended from Sirhind. Investigators said an amount of Rs 2.36 crore was allegedly transferred into his […]

In this briefing: Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now $316 Billion Is Waiting. What Is It Waiting For? BSE: Impressive Growth, Emerging Stronger. Maintain ADD HDFC Bank (HDFCB IN) Vs. Kotak Mahindra (KMB IN): Statistical Arbitrage in Indian Banks Medibank (MPL AU) Vs. Soul Patts (SOL AU): Quant Pair Trade Signals Opportunity 1. Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now Tata Capital Limited (TATACAP IN) raised around US$1.7bn in its IPO in October 2025. The lockup on its promoter and pre-IPO investors is set to expire soon. Tata Capital Limited (TCL) is the flagship financial services company of the Tata group and a subsidiary of Tata Sons Private Limited. In this note, we will talk about the lockup dynamics and possible placement. 2. $316 Billion Is Waiting. What Is It Waiting For? The Iran war entered its second month with no off-ramp in sight. A brief Trump-announced five-day pause on strikes against Iranian power plants on March 23 sent Bitcoin surging from $67,500 to above $71,200 in under an hour, triggering $415 million in crypto liquidations, before Iran denied any direct communication with the White House and prices reversed.

In this briefing: Happy Forgings Three Growth Engine: Margins, Exports and Heavy Forgings Asian Equities: Market Movements Reflect Macro Risks HDFC Bank (HDFCB IN) Vs. Kotak Mahindra (KMB IN): Statistical Arbitrage in Indian Banks India: Revised GDP Series' Strong but Stabler Growth; but Oil to Hurt in FY27 Ownership, Concentration and Conviction in Global Equities 1. Happy Forgings Three Growth Engine: Margins, Exports and Heavy Forgings Happy Forgings posted an all-time high quarter in Q3 FY26 , with Revenue, EBITDA Margin 30.8% (+220bp YoY) and PAT Margin 22.3% setting new records Funded by a Rs. 650 crore capex program, Forging capacity will increase to 1,50,000 tonnes & machining capacity to 82,000 tonnes by FY27. Three Distinct growth engines(PV, Wind & Industrial) will help in expanding margin vs resilient margins in core CV business. 2. Asian Equities: Market Movements Reflect Macro Risks Asia-Ex-Japan is down 10% since the war started. The underperformers, Korea, Indonesia, India, Philippines and Thailand, have high import dependence on energy or, significant current account and fiscal deficits.