Oct 23, 2020 07:42 AM IST

YES Bank Q2 preview: Revenue may remain muted; recovery from existing bad loans key monitorable

Other than the numbers, management commentary on the progress of below investment grade and recovery from existing bad loans would be the key monitorables.

Yes Bank likely to post heavy quarterly loss on weak business, high provisions

According to Emkay, slippages could remain elevated as the bank may continue to recognize stress from its pool.

Yes Bank has received bids worth $3 bn, confirms CEO Ravneet Gill

Without divulging details about the $1.2 billion binding bid that Yes Bank received last week, Gill said it was backed by a "large US financial institution."

Yes Bank asset quality worsens in Q2; what should investors do?

Emkay, which has a sell rating on the stock, believes unabated stress flow will keep the profit & loss bleeding and call for prolonged dilution risk for investors

YES Bank Q2 preview: Loss likely, asset quality may deteriorate

Edelweiss said it expects asset quality and credit cost to throw in negative surprises with higher than guided range.

Yes Bank Q1 profit may fall sharply on muted loan growth, weak asset quality

Pre-provision operating profit (PPoP) is expected to see a steep decline and net interest income growth could be in single-digit with pressure on margin in Q1

What should Yes Bank's shareholders do after its kitchen sinking quarter?

Yes Bank Q4 preview: Brokerages expect profit to decline; NII may rise

Kotak Institutional Equities sees profit falling 28 percent YoY and NII growing 18.8 percent YoY

Q4 preview: Kotak says recovery in financials on track, NBFCs a tad better

NBFCs had a marginally better quarter than Q3 as liquidity eased for retail players. Slowdown in auto sales and increase in incremental cost of funding will weigh on Q4 performance

Yes Bank Q4 Net Profit may dip 17.7% YoY to Rs. 970.9 cr: Motilal Oswal

Net Interest Income (NII) is expected to increase by 28.2 percent Y-o-Y (up 3.6 percent Q-o-Q) to Rs. 2,761.4 crore, according to Motilal Oswal.

Yes Bank Q4 Net Profit may dip 27.7% YoY to Rs. 853.2 cr: Kotak

Net Interest Income (NII) is expected to increase by 18.8 percent Y-o-Y (down 4 percent Q-o-Q) to Rs. 2,559 crore, according to Kotak.

Yes Bank Q3 preview: NII likely to be strong; brokerages mixed on profit expectation

Key issue to watch out for would be the selection of the new MD & CEO as after the RBI order, Rana Kapoor will step down as MD & CEO of the bank on the closing of January 31, 2019.

Yes Bank Q3 Net Profit seen up 14% YoY to Rs. 1,228.1 cr: Sharekhan

Net Interest Income (NII) is expected to increase by 41.7 percent Y-o-Y (up 10.7 percent Q-o-Q) to Rs. 2,676.7 crore, according to Sharekhan.

Yes Bank Q3 Net Profit may dip 3.6% YoY to Rs. 1,037.8 cr: Kotak

Net Interest Income (NII) is expected to increase by 18.1 percent Y-o-Y (down 7.7 percent Q-o-Q) to Rs. 2,230.6 crore, according to Kotak.

SBI, ICICI and Axis Bank should deliver better quality results in Q3: CLSA

CLSA said earnings for smaller private banks, like IndusInd Bank and Yes Bank, may be impacted by provisioning for stressed loans and slower growth in corporate banking fees

India Inc Q2 review: Earnings breadth deteriorates; margin pressure stark

Input cost pressure is being increasingly absorbed by companies as the demand environment in weakening

India Inc’s earnings not rosy, but stock-pickers can find hidden gems

Smaller companies have had a good run in September quarter. This suggests that such stocks can give good returns even as the market volatility ensues.

Betting on Yes Bank? Wait for pressures to play out

We see the capital constraint standing in the way of the scorching pace of growth we have seen in the past

Yes Bank falls 15% after Q2 show; should you buy, sell or hold?

Brokerages cut target price as they foresee revenue decline ahead as well as a need to slow down on loan growth.

Yes Bank Q2 NII expected to be strong driven by healthy loan growth

Yes Bank is likely to report highest loan growth among banking & financials driven by refinancing and retail segments. All brokerage houses expect growth more than 60 percent YoY.

Yes Bank Q4 PAT seen down 3% YoY to Rs. 888.1 cr: KR Choksey

Net Interest Income is expected to increase by 30 percent Y-o-Y (up 13 percent Q-o-Q) to Rs. 2,125.7 crore, according to KR Choksey.

Yes Bank Q4 preview: Profit expected to rise by 20%, asset quality to be stable

Analyst reports said the net interest income will see a high double-digit growth

Yes Bank jumps up 3% post Q3 results; brokerages remain upbeat

The company reported profit growth of 22 percent despite sharp jump in provisions for bad loans, driven by non-interest income, NII and operating income.

Yes Bank – strong liability to support growth

Valued at 2.9X FY19 book, Yes Bank has a strong earnings growth trajectory ahead. But for the stock to get re-rated, Yes Bank would require a more balanced asset mix (in favour of retail) and “a clean chit from RBI” in the next audit.

Yes Bank Q3 profit seen up 21%, loan growth may be above 30%

Analysts feel if the loan growth comes above 30 percent (34.9 percent in Q2), net interest margin above 3.4 percent (3.7 percent) and slippages fall (Rs 1,989 crore in Q2) then that would be considered positive by the Street.