Utkarsh Small Finance Bank IPO- Forensic Analysis
Utkarsh demonstrated robust growth in loan portfolio, deposits and improved productivity in the last two years. However one must be cautious of the...
573 Views
HDFC AMC Placement - It's a Cleanup but the Momentum Is Very Weak
Aberdeen Asset Management (ADN LN) plans to raise around US$500m via selling its remaining 10% stake in HDFC Asset Management Co Ltd (HDFCAMC IN).
417 Views
India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
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Kotak Placement - Has Sold Before, Stock Has Run-Up Recently but It Has Still Underperformed
CPPIB aims to raise around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). The previous selldown by CPPIB held up well.
426 Views
Life Insurance: ‘Cleansing’ underway; no longer “nudge and push”
Contrary to expectations of relief in the Union Budget, life insurers are expected to be adversely impacted by the first-order and second-order...
293 Views