Bajaj Finance – Just BAFfling
BAJAJ FINANCE: Bajaj posted a QOQ FY 1Q22 results decline 25.6% driven by credit weakness in Consumer. Net new NPLs increased at 281% annualized...
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Paytm (One 97) Pre-IPO - The Negatives - Asking Valuations a Long Shot
Paytm (PAYTM IN) plans to raise around US$2.2bn via its India IPO. The company is backed by Ant (6688 HK) (Baba (BABA US)), Softbank (9984 JP) and...
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Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
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HDFC Bank – Is This Really India’s Best Bank?
HDFC Bank: HDFCB QOQ results declined 5.6% due to a net interest income and fee revenue along with a loss provision increase. Reserves appear...
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Federal Bank – Capital Preservation Mode
FEDERAL BANK: Federal recently highlighted FY 1Q22 growth metrics in lending and deposits – both of which are contracting. In our view, it appears...
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