CreditAccess Grameen IPO Review - Needs to Diversify, But, Growth & Operating Metrics Beat Peers
CreditAccess Grameen (1574131D IN) (CAG) is raising about INR11,000m in its upcoming IPO. The IPO comprises the sale of about 11.8m shares of the...
595 Views
IndusInd Bank (IIB IN): NIM Concerns Overdone
Earnings grew 24% YoY for 1Q19, in-line with consensus expectations driven by loan growth of 29% YoY and benign credit costs of 14 bps. Corporate...
425 Views
India – Higher USD Debt with Weakening FX Rate Is Not a Good Combination
The INR (USDINR CURNCY) reached a new low at INR69.1 to the USD. This is despite the Reserve Bank of India’s (RBI) rate rise several weeks ago. ...
382 Views
Cholamandalam: Winning from the Trifecta of NIM, Loan Growth and Asset Quality
Cholamandalam Invest & Fin Co Ltd (CIFC IN) (Chola) reported Q4 and FY18 results yesterday and followed up with an analyst call today.Chola...
106 Views
IndusInd Bank: Fee Income and Retail Yields Under Pressure
Results in line with expectations, with Quality taking a backseat IndusInd Bank Ltd (IIB IN) 4Q18 results were in line with consensus...
129 Views