Mahindra Finance - Inflection Point Around the Corner; Valuation Palatable; Upgrade to BUY
With Q2FY25 business updates already lowering expectations on growth and the asset quality front, we believe the negativities around growth, asset...
342 Views
Canara Bank - Bad Debt Charges Down in the Quarter, Net Loan Growth Nearly INR1tr YoY in 1Q25
Canara Bank continues to see improvements in credit metrics. Less focus on MSMEs and more on retail can support this. LDR contract QoQ may reverse...
672 Views
Mahindra Finance - Satisfactory Performance
Emkay Global Financial's research report onMahindra Finance MMFS reported a satisfactory performance in Q4FY24, against the backdrop of the already...
361 Views
Mahindra Finance - Sizable Fraud Detected in Branch in the Northeast
The company estimates that the impact of this fraud is unlikely to exceed Rs1.5bn, which is relatively manageable at ~6% of FY24 PBT
480 Views
[#21] Namaste India 🙏 | Business Updates and Earnings Playbook
Market momentum remains strong as we head into earnings season, with positive operational updates from Info Edge India, Aavas Financiers Ltd, and...
571 Views