IBN, TSM and MELI stand out as emerging-market plays as stronger growth, cheaper valuations and sector tailwinds set the stage for 2026 momentum.
Investors interested in Banks - Foreign stocks are likely familiar with Toronto-Dominion Bank (TD) and ICICI Bank Limited (IBN). But which of these two companies is the best option for those looking for undervalued stocks?
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The consensus price target hints at a 30.8% upside potential for ICICI Bank (IBN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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Investors with an interest in Banks - Foreign stocks have likely encountered both Canadian Imperial Bank (CM) and ICICI Bank Limited (IBN). But which of these two stocks presents investors with the better value opportunity right now?
ICICI Bank is upgraded to buy as growth headwinds fade and macro conditions improve, despite recent sideways stock performance. IBN's asset quality remains robust, with proactive risk management in unsecured lending and a healthy loan-to-deposit ratio offering growth headroom. NIMs showed a one-off improvement, but future pressure is likely from rate cuts; deposit and loan growth are expected to recover as liquidity improves.
ICICI Bank's Q2 profit rises 5.2% y/y on higher NII and fee income, but rising expenses weighed on sentiment, sending shares down 5.9%.
ICICI Bank Limited (NYSE:IBN ) Q2 2026 Earnings Call October 18, 2025 7:30 AM EDT Company Participants Sandeep Bakhshi - MD, CEO & Executive Director Anindya Banerjee - Group CFO & Head of Investor Relations Conference Call Participants Mahrukh Adajania - Nuvama Wealth Management Limited, Research Division Harsh Modi - JPMorgan Chase & Co, Research Division Anand Swaminathan - BofA Securities, Research Division Kunal Shah - Citigroup Inc., Research Division Rikin Shah - IIFL Research Piran Engineer - CLSA Limited, Research Division Chintan Joshi Presentation Operator Ladies and gentlemen, good day, and welcome to the Q2 FY '26 Earnings Conference Call of ICICI Bank. [Operator Instructions] Please note that this conference is being recorded.
IBN hit with an INR 7.5M penalty from RBI for breaches in property valuation and current account rules.
ICICI Bank: Buy Amidst India's Economic Expansion And Privatization Efforts
Investors interested in Banks - Foreign stocks are likely familiar with Toronto-Dominion Bank (TD) and ICICI Bank Limited (IBN). But which of these two stocks presents investors with the better value opportunity right now?