SBI Card IPO: Good Company Not Worth a 350% Premium But Will Probably Pop Anyway Despite These Risks
Launched in October 1998 by the State Bank of India and GE Capital, SBI Cards (SBICARDS IN) is the second-largest issuer of credit cards and the...
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India – Loan Seasoning
When bankers talk about loan seasoning, they are referring to when a loan is tried and tested in a downturn. Generally these are new loans done...
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RBL Bank - Fringe Financial, Worries Abound
There are few banks that compare with RBL Bank Ltd (RBK IN)'s profit decline in the latest quarter, its increase in bad loans, or its over-sized...
371 Views
Smartkarma Originals
IPO Analytics: Cut Your Losses and Let Your Profits Run, Holds True for IPOs
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
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Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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