Bajaj Finance Limited - Impact of Termination of Co-Branded Credit Card with RBL Bank
The Board of RBL Bank has decided to terminate its 8-year old co-branded credit card agreement with Bajaj Finance (BAF), resulting in BAF selling...
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Bajaj Finance (BAF): Mixed Q2 But Growth Remains Robust
While BAF had a mixed Q2 due to temporary deterioration in asset quality, it remains a high quality franchise with high growth longevity. At...
1.3k Views
Carraro India Pre-IPO - Strategic Partnerships and Related Party Risks
Carraro India Limited is looking to raise about US$216m in its India IPO. In this note, we talk about the company’s historical performance.
391 Views
Zinka Logistics IPO Trading - Subdued Demand; Lags Recent Listings
Zinka Logistics (Blackbuck) raised about US$130m in its India IPO. In this note, we talk about the demand and trading dynamics.
320 Views
Top Conviction Ideas – “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) under our coverage reported a largely in-line performance delivering a credit growth at ~14% YoY, with a continuous and...
326 Views