Bajaj Finance - Unpredictabality of Outcomes Not Priced In
Bajaj Finance’s (BAF) Q4FY22 earnings were in line with our estimates, led by improving asset quality credit costs at 160bps), partially offset by...
155 Views
Bajaj Finance: Business Momentum Strong, Outlook Remains Encouraging
On the back of a recent correction in the stock, we revise our rating to BUY from HOLD with a revised target price of Rs 8,200 (7.8x FY24E ABV),...
171 Views
Life Insurance Corporation of India Pre-IPO - India’s Largest IPO Will Not Get Any Passive Support
Government of India is looking to raise around US$2.7bn via selling a 3.5% stake in Life Insurance Corporation of India (LIC) in its upcoming India...
310 Views
India: Value/Growth Divide Hits New Peak Among GEM Funds.
The difference in Indian exposures between Value and Aggressive Growth managers hits record wides of +10.5%. Value managers go max underweight,...
361 Views
Life Insurance Corporation of India Pre-IPO - Peer Comparison, Quick Thoughts on Rumored Valuations
Government of India is now said to be looking to raise around US$6-7bn via selling a stake in LIC in its upcoming India IPO. In this deal, we talk...
366 Views