In today’s briefing:
- India Channel Insight #44 | Home First, Aavas, IIFL Home Finance, Capri Global
- Morning Views Asia: Bharti Airtel, Country Garden Holdings Co, Fantasia Holdings Group Co, Meituan
India Channel Insight #44 | Home First, Aavas, IIFL Home Finance, Capri Global
- Home First Finance (HOMEFIRS IN) is growing fast and has a low operating cost, there is a reason why.
- Aavas Financiers Ltd (AAVAS IN) operates in its own specific domain taking only risks that it is comfortable with.
- Competitive feedback is positive for IIFL Holdings (IIFL IN) ‘s HF subsidiary. Capri Global Capital (CGCL IN) seems to be following AU Bank’s footsteps, but hopefully only in underwriting.
Morning Views Asia: Bharti Airtel, Country Garden Holdings Co, Fantasia Holdings Group Co, Meituan
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
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