Connecting the Dots - The Changing Contours of PV Financing
Post the publication of our cross-sector Vehicle Finance thematic, we met about 50 investors and passenger vehicle (PV) dealers across key markets.
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Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
181 Views
Cholamandalam Investment - Provision Write-Back Aids Profitability; Asset Quality Improves
Cholamandalam Investment & Finance Co Ltd (CIFC) reported PAT of Rs6.9bn (1% below our estimate). While NII and operating profit were 7% and 12%...
169 Views
HSIE Results Daily: Cholamandalam Investment and Finance Company
Back-book near normal; poised for strong growth; Chola’s Q4FY22 earnings were 18% ahead of our estimates, largely on the back of reversal of COVID...
162 Views
Cholamandalam Investment and Finance: Growth to Accelerate
Cholamandalam Invst. & Finance Company Ltd (CIFC) Q3FY22 performance was led by a strong pick-up in disbursements (up 32% YoY) and continued NIM...
307 Views