Muthoot Finance – Goldmember
* India’s Premier Gold Lender: Muthoot Finance Ltd (MUTH.IN) [Muthoot] is the largest gold financing company globally. Gold lenders are direct...
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Kotak Mahindra Bank – Power Forward
Here’s The Deal: The Board of Directors approved an equity capital raise of up to 65 mn shares – which would imply an INR 73 bn capital raise....
342 Views
Edelweiss Financial – Not A Lot of Confidence
Turnaround Well Out Into Future: Edelweiss Financial Services (EDEL.IN) [Edelweiss] held an investor call. The update was disappointing to say...
304 Views
Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
264 Views
Bajaj Finance – Near-Term Pressure, Long-Term Winner
* Solid Franchise: Given the economic uncertainty, which will ultimately challenge credit costs and growth for Bajaj Finance (BAF.IN) [Bajaj], we...
383 Views