Bank of Baroda – Toxic
*Stressed To The Core: Bank of Baroda (BOB.IN) [BOB] reported FY 1Q21 results of negative INR 8.6 bn, declining 271% from the positive INR 5.1 bn...
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Reserve Bank of India – Read The Fine Print
*Another Plan, More Forbearance: The Reserve Bank of India (RBI) has announced a one-time restructuring framework or asset classification...
296 Views
HDFC Placement/Trade Idea - Here Comes the Big Daddy, Might Still Be Worth a Short Term Trade
HDFC Limited (HDFC IN) launched its qualified institutional placement (QIP) to raise up to US$1.8bn overnight. I had taken an early look at the...
344 Views
HDFC – Risk Elevated
* Weak Operating Result:HDFC Ltd. (HDFC.IN) [HDFC] reported FY 1Q21 results of INR 30.5 bn, increasing INR 8.2 bn (36.7%) linked quarter. However,...
229 Views
Bajaj Finance – Positive Turn In Credit
*India’s First Positive NBFC Result:Bajaj Finance (BAF.IN) [Bajaj Finance] earnings for FY 1Q21 amounted to INR 9.6 bn, increasing INR 142 mn...
363 Views