2021 High Conviction - SBI Cards & Payments - Multiple Tailwinds, Including Biggest Peers Recent Ban
SBI Cards is India's second largest credit card issuer with a market share of 18.7%. SBI Cards is a subsidiary of State Bank Of India (SBIN IN)...
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UTI Asset Management IPO Trading - Tepid Response, as Expected
UTI Asset Management (UTIAMC IN)’s (UTIAMC) shareholders aim to raise around US$300m by reducing their stake via the company’s Indian...
274 Views
UTI Asset Management IPO - Probably Not Cheap Enough
UTI Asset Management’s (UTIAMC) shareholders aim to raise around US$300m by reducing their stake via the company’s Indian IPO. UTIAMC is the...
372 Views
Computer Age Management Services IPO - Appears Fairly Priced
Computer Age Management Services (CAMS) is looking to raise up to US$200m in its Indian IPO. The company is backed by Warburg Pincus and...
283 Views
Postcard from the North East | Savings Now Running Out; Market Share Gains for Organised Players
Thie Monthly Insight ai
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