Paytm (One 97) Pre-IPO - The Negatives - Asking Valuations a Long Shot
Paytm (PAYTM IN) plans to raise around US$2.2bn via its India IPO. The company is backed by Ant (6688 HK) (Baba (BABA US)), Softbank (9984 JP) and...
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Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
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Axis Bank (Annual Report Analysis): Stabilised franchise gets future ready. Maintain BUY
We tweak our FY22 and FY23 earnings forecasts by 3% and 5% respectively to factor in the rising pricing power on both sides of the balance sheet....
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The RBI Radar: Soft Borrowing Costs + Widened Scope of Resolution, to Boost Recovery
The RBI decision to continue with the accommodative monetary stance and expanding the scope of Resolution, for MSME and individual borrowers,...
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Bank Credit Compass: Asia Tier 2 and Short Duration Notes Sit in the Sweet Spot
Asia’s Tier 2 notes slightly outperformed AT1 in May. Shorter-duration bonds outperformed although there was greater differentiation in longer...
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