Navigating MFI Consumer Credit Exuberance - A Rocky Road Head
Insight on challenges facing MFI-focused lenders, with stocks down 45% and negative returns of -37% YTD. Key names to watch include CREDAG,...
288 Views
Belstar Microfinance Pre-IPO - Accelerating Profitability Growth With A Diversified Network
Belstar Microfinance Limited is looking to raise around US$156m in its upcoming India IPO. In this note, we talk about the company’s historical...
267 Views
Asirvad Micro Finance Pre-IPO - Accelerating Profitability Growth but with a Litany of Legal Cases
Asirvad Micro Finance Limited (1053198D IN) is looking to raise around US$183m in its upcoming India IPO. In this note, we talk about the company’s...
215 Views
Trouble in Paradise | India Credit Landscape & Wrath of the Regulator
India's credit landscape is evolving with regulatory challenges, but the RBI's proactive oversight of NBFCs sets it ahead of the curve, with more...
352 Views
Muthoot Microfin IPO - RHP Updates, Quick Peer Comparison and Thoughts on Valuation
Muthoot Microfin (1363943D IN) is looking to raise up to US$116m in its Indian IPO, after downsizing from an earlier reported float of US$163m.
594 Views