Attractive Fishing Areas | India - What's Screening Well?
We have devised a few screens to identify long opportunities in the Indian markets. While there are different investment strategies out there, we...
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ESAF Small Finance Bank Pre-IPO - Growing Fast but Remains Highly Dependant on a Related Party
ESAF Small Finance Bank (ESAFSFB from hereon) aims to raise up to US$150m in its India IPO. Its roots can be traced back to the 90’s even though...
690 Views
Ujjivan SFB IPO Trading - Hottest Indian IPO for 2019; There Is Still an Alternative Trade
Ujjivan Small Finance Bank (USFB IN) raised around US$105m in its Indian IPO. USFB is the small finance banking arm of Ujjivan Financial Services...
685 Views
Ujjivan SFB IPO - Might Not Be as Good as the Previous Listing but It Has an Alternative as Well
Ujjivan Financial Services (UJJIVAN IN) plans to list its small finance bank, Ujjivan Small Finance Bank (USFB IN). The latter aims to raise around...
681 Views
India Banks – Consumer and Mortgage Also a Risk
As new numbers are released, we have a better glimpse of where we are in the bad loan cycle, and the data is not reassuring. And we see that it is...
562 Views