Morgan Stanley-IndusInd Bank Risk Reward Update-109077929

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📄 文件全名

《Morgan Stanley-IndusInd Bank Risk Reward Update-109077929.pdf》

🎯 适合读者

战略规划行业研究员

📊 核心数据

1. We trim our F25-27 EPS estimates by ~4% each as we factor in the company's June
2. increase by 5% each, primarily owing to valuation roll forward.
3. Base case, price to adjusted book value methodology. We use COE of 13.5%, sustainable
4. ROE of 16.5% and a growth rate of 9.1%, and arrive at an adjusted P/B of 1.7x on September
5. We expect core PPoP growth at 17% CAGR

🏷️ 核心议题

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