HDFC Life Insurance - Ingredients in Place for Growth and Margin Delivery
HDFCLIFE reported broadly in-line results for Q1FY25, with APE at Rs28.6bn (+23% YoY), coming in 4% above our estimates and more than offsetting...
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Avanse Financial Services Pre-IPO - The Negatives - Immigration Issues
Avanse Financial Services is looking to raise up to US$419m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
541 Views
Avanse Financial Services Pre-IPO - The Positives - Fast Growth in an Expanding Industry
Avanse Financial Services is looking to raise up to US$419m in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
442 Views
Global Emerging Markets: Reporting Season Summary, 2Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
442 Views
Bajaj Housing Finance Pre-IPO - The Negatives - Carrying More Risky Loans
Bajaj Housing Finance (BHF IN) is looking to raise around US$830m in its upcoming India IPO. In this note, we talk about the not-so-positive...
419 Views