India Shelter Finance IPO - Strong Track Record Could Justify a Premium Valuation
India Shelter Finance (0570670D IN) is looking to raise US$144m from its India IPO. In this note, we will look at past performance, and share our...
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HSIE Results Daily: Hindustan Unilever, Infosys
HUL’s revenue growth of 6% YoY was below our expectations (HSIE: 9%), as inventory de-stocking by trade (1-3 days) in anticipation of price cuts...
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Can Fin Homes Ltd. - Margins To Improve, Eyeing High-Teen Growth!
CANF reported a ~6% YoY de-growth in disbursements and growth was muted on a sequential basis. However, the AUM growth was healthy at 18% YoY,...
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Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
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Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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