Coverage Universe 2QFY19E Earnings Preview
The 2QFY19E earnings season carries huge importance as the FY19 is turning out to be a year of sharp volatility in performance across all the...
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India: Corporate Liquidity Tightness Shows No Signs of Abating
We interacted with a few companies over the past week to gauge the current liquidity scenario. These include an infrastructure player, a tire maker...
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Why RBI Didn't Raise Rates Yesterday: NBFCs Are Facing Credit Squeeze
NBFC sector is facing a credit squeeze that has grown so acute over the last month that it is forcing major players to curtail/stop...
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REPCO Home: Rising Interest Rates, Lower Fair Value Estimate
We have noted increased interest rates for medium-term bonds in India. The yield on 2-year GOI bond has moved to 7.93% as of 28th September 2018...
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REPCO Home Finance Ltd: The Tale of Concentrated Portfolio
Established in 2000, Repco Home Finance (REPCO IN) (REPCO) is a wholly owned subsidiary of Repatriates Co-operative Finance & Development Bank...
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