Bajaj Finance - Shocking Net New NPL Increase
* Positive Operating Jaws, Despite Hefty Provision: Bajaj Finance (BAF.IN) [Bajaj] reported operating profits for FY 4Q20 of INR 891.6 mn –...
217 Views
Kotak Mahindra Bank – Not Terrible…Yet
* Not The Worst We Have Witnessed: Kotak Mahindra Bank (KMB.IN) [KMB] reported FY 4Q20 results of INR 1.9 bn, declining INR 443.5 mn (18.9%) linked...
416 Views
Indian Banks and NBFCs: Noteworthy Trends and Updates
In this insight we bring key thematic/industry insights across the Indian Banks and NBFCs segment, based on management interactions, industry/media...
396 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...
484 Views
Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed:Â In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
365 Views