Can Fin Homes Ltd - Mixed Bag Quarter; Eyeing 2x AUM Over Medium Term!
CANF’s disbursements de-grew by 23/7% YoY/QoQ. AUM growth was marginally lower than expected at 13/2% YoY/QoQ. The share of salaried borrowers was...
225 Views
Can Fin Homes: Fixing for Governance, Building for Durability. Maintain BUY
CANF has embarked on a journey to strengthen its governance framework and add new pillars to drive its next leg of sustainable and profitable growth
333 Views
Can Fin Homes Ltd. - Growth to Pick-Up H2FY24 Onwards, Maintain BUY!
CANF reported a muted disbursement growth of 3% QoQ and de-growth of 10% YoY. This was primarily owing to a slowdown in certain branches post the...
524 Views
Bajaj Housing Finance Pre-IPO - Thoughts on Valuation
Bajaj Housing Finance (BHF IN) is looking to raise around US$830m in its upcoming India IPO. In this note, we talk about valuations.
297 Views
Bajaj Housing Finance Pre-IPO - Peer Comparison - Bigger and Faster
Bajaj Housing Finance (BHF IN) is looking to raise around US$830m in its upcoming India IPO. In this note, we undertake a peer comparison.
277 Views