India: Corporate Liquidity Tightness Shows No Signs of Abating
We interacted with a few companies over the past week to gauge the current liquidity scenario. These include an infrastructure player, a tire maker...
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India Micro Finance/SFB: Global Experience Shows Challenges in Establishing Viability
Indian micro finance(MFI)/Small Finance Banks (SFB) players are making a comeback after the vulnerability exposed by the demonetization in Nov-16....
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Ujjivan (UJJIVAN IN): Positioned for Growth from Upswing in Microfinance
We like Ujjivan Financial Services (UJJIVAN IN) and expect it to rerate as it builds a liability franchise and achieves scale. We believe...
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Bandhan Bank IPO: Everything Sweet as Sugar, Except the Price
Bandhan Bank Ltd (1366254D IN)'s key market accounts for 9.7% of India's deposits but only 6.2% of its credit, thus offering a long runway for...
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Bandhan Bank IPO Review - East Bound to The Last Frontier
Bandhan Bank Ltd (1366254D IN) plans to raise US$690m in its IPO through a mix of primary and secondary shares.Valuations appear expensive if not...
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