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Shriram Finance (SHFL IN)
Watchlist
259
Analysis
Financials
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India
Shriram Finance Limited provides consumer finance services. The Company offers automobile, commercial vehicle, business, and gold loan services. Shriram Finance serves customers in India.
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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
302 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
263 Views
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bullish
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Manappuram Finance
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16 Apr 2020 18:09
Manappuram Finance - Locked Down but Not Out
Manappuram Finance (MGFL IN) provided an update on its performance in a conference call yesterday. We think it is interesting because it provides...
Lakshmi Iyer, CFA
360 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
381 Views
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bullish
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IIFL Holdings
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01 Apr 2020 18:07
Fitch Downgrade of Indian Fincos
Fitch downgraded the ratings of 3 Indian fincos on March 27 and placed one rating on negative watch. While we recognize the risks associated with...
Lakshmi Iyer, CFA
354 Views
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