Adhyarth Research
@AdhyarthWealth
· 2h
Earnings season is separating quality from noise fast — margin commentary matters more than the headline beat this quarter.
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Consistent deposit growth and improving asset quality make the case for a re-rating over the next four to six quarters.
Raw material cost pressures are easing; we see room for margins to normalise back toward historical averages.
Fundamentals remain sound, but current valuations leave little margin of safety; we await a better entry point.
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Earnings season is separating quality from noise fast — margin commentary matters more than the headline beat this quarter.
New note out this morning on rate-sensitive sectors and where we're finding a genuine margin of safety. Link in bio.
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