ECM Weekly (8th Oct 2023) - Kokusai, J&T Global, Doosan, Cainiao, Ecopro, UBox, JSW Infra, Seibu
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
682 Views
Punjab National Bank - Weak Returns, High Costs, High Govt Loans, No LDR Expansion, NIM Down QoQ
PNB is seeing rising operating costs, languishing NIM, stagnant LDR. Its high government loans may be a key burden on returns. Credit cost decline...
774 Views
Axis Top Picks - Oct 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 32% in the last one year, beating by a wide margin the 15%...
709 Views
Shriram Finance - Strong Latent Demand, ROA 3.08% from 2.70%, Stage 2 Loans -14%, +25% Profit 1Q24
Shriram Finance now includes 2 subsidiaries in earnings, and assets. Its ROA is up to 3.08% from 2.70% YoY in 1Q24. Stage 2 loans -14% YoY can mean...
452 Views
ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
664 Views