Ujjivan SFB, Cello: Here's why Kotak Securities is upbeat on these 2 stocks
A quarterly results development with market-wide reach.
· Business Standard Mkts
Shrikant Chouhan of Kotak Securities believes that Ujjivan Small Finance Bank has navigated the stress cycle better than most, and the shift to secured lending broadens the earnings base.
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
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