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 –...
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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...
551 Views
RBL Bank – Too Much Lending
India remains in the throes of its own bank crisis. This is well before virus, shutdown. The partial nationalization of Yes Bank (YES IN) in recent...
532 Views
IndusInd Bank: Panic-Mode Arrival
The Yes Bank (YES IN) fiasco has brought a supreme caution to the Indian banking sector especially the private players; moreover, the Covid-19...
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India Banks – An Open Wound
It is unclear which bank or NBFC will be next. Dewan Housing Finance (DEWH IN) went bankrupt last year. IL&FS went bankrupt the year before....
402 Views