IDFC First Bank QIP - Well Flagged but Valuations Appear Lofty
IDFC First Bank Limited (IDFCBK IN) is looking to raise up to INR30bn (US$361m) via a Qualified Institutional Placement (QIP). In this note, we...
532 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...
451 Views
[Week 5] Namaste India 🙏 | BYD (1211 HK) | Playing Defence
​Bullish market sentiment favours INDA/SMIN Long/Short strategy; BYD showroom visit reveals defensive strategy in India; other names include Asian...
534 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.
662 Views
Indian Banks Screener: Bank of Baroda (BOB IN) Remains Stand Out Value
​Bank of Baroda is the top value pick from our Indian banks screens, while HDFC Bank is the high quality name. Axis Bank is worth watching, but we...
866 Views