Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
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Quiddity Leaderboard BSE/SENSEX Jun 24: Wipro SENSEX Deletion Possible
Wipro could be deleted from the SENSEX index in June 2024 and Coal India could become the replacement. There could be around three days of volume...
589 Views
India Shelter Finance IPO Trading - Subscription Pulled by Strong Insti Demand
India Shelter Finance (0570670D IN) raised around US$144m from its India IPO. In this note, we will talk about the demand and trading dynamics.
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India Shelter Finance IPO - Strong Track Record Could Justify a Premium Valuation
India Shelter Finance (0570670D IN) is looking to raise US$144m from its India IPO. In this note, we will look at past performance, and share our...
640 Views
Fedbank Financial IPO - Strong Sector Momentum, but This One Doesn’t Seem Particularly Compelling
Fedbank Financial Services (0702066D IN) is looking to raise about US$130m in its India IPO. In this note, we will look at past performance, and...
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