Diversified NBFCs: Corporate sponsored NBFCs: call option at formation lap
Most corporate-sponsored NBFCs have struggled to deliver consistent value creation over the past decade, barring a few exceptions such as BAF and CIFC
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was marginally below our estimates, delivering an 11% YoY (vs our expectation of ~12% YoY) growth as banks exit...
224 Views
HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company,...
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)
187 Views
HSIE Results Daily: UltraTech Cement, TVS Motor, Cholamandalam Investment and Finance Company
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,600 (valuing it at 17x Mar-27E consolidated EBITDA)
208 Views
Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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