Hi guys, as promised here is the second part of the blog series where we take forward the discussion of brokerage industry towards analyzing ICICI securities.
Through this blog post one would understand about:
- About Adjacencies and Derivatives in broking business
- Industry overview: Regulations led consolidation
- ICICI Bank acting as godfather for ICICI Securities
- The Mindset Change of the management.
- Misconception about the company
- Our Variant Perception and Anti thesis models
- Valuation
Here is the link!
Hope you guys enjoy it. :)