Bajaj Finance (BAF): Strengthening Franchise to Sustain Growth Longevity
BAF is doing all the right things to continue to strengthen its franchise to sustain high growth for a prolonged period. An investment at the...
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2022 High Conviction - Kakao Bank - A Long Way to Go
Kakao Bank (KB) is South Korea’s largest digital bank. It's a subsidiary of Kakao, which holds a 27.3% stake post listing.
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Zinka Logistics IPO Trading - Subdued Demand; Lags Recent Listings
Zinka Logistics (Blackbuck) raised about US$130m in its India IPO. In this note, we talk about the demand and trading dynamics.
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Earnings Playbook | Bajaj Finance Ltd (BAF IN) | Troubling Rural B2C Business
As we step into the earnings season focus on highlighting key earnings and what catches our attention analyzing companies part of the same sector...
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Bajaj Finance Ltd. - Inline Quarter, Strong RoA Delivery to Continue!
Healthy operating metrics: BAF added 3.23 Mn customers (+5/-16% YoY/QoQ) during the qtr. vs 3.1/3.9 Mn customer YoY/QoQ, taking the total customer...
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