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Shriram City Union Finance (SCUF IN)
Watchlist
96
Analysis
Financials
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India
Shriram City Union Finance Ltd. provides consumer loans.
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bearish
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Edelweiss Financial Services
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20 Apr 2020 03:39
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...
Thomas J. Monaco
297 Views
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bearish
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Thematic (Sector/Industry)
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20 Apr 2020 02:33
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...
Thomas J. Monaco
260 Views
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bullish
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Bajaj Finance Ltd
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08 Apr 2020 00:48
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...
Thomas J. Monaco
377 Views
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bearish
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Thematic (Sector/Industry)
•
30 Mar 2020 02:43
Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
Thomas J. Monaco
257 Views
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bullish
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Thematic (Sector/Industry)
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09 Feb 2020 22:47
RBI - Desperate Times Call For Desperate Measures
Regulatory Forbearance for Real Estate Developers: Although we await the final guidelines, the RBI is permitting the commercial operations of real...
Thomas J. Monaco
283 Views
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