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  Abhishek Kothari 🇮🇳   

@kothariabhishek

Sr Research Analyst,. tracks BFSI at CNBC TV 18. Sell side analyst earlier. Views r personal. RT aren't endorsements. Comments aren't recommendations. F1 fan.

Followers: 12,974

  •   Abhishek Kothari 🇮🇳   

    @kothariabhishek

    #3QWithCNBCTV18 #CanfinHomes Whatta player! +ves Strong liquidity profile Disbursements +12%YOY & +10.7%QOQ NIM is the best in last 7qtrs at 3.42% Looks like margin expansion due to repricing by banks and NHB GNPA at 0.8% vs 0.79% QOQ -ve AUM growth is the lowest; at +14.8%YOY

    20/01/2020 10:51:21 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    #3QWithCNBCTV18 [email protected] Concall This will be the year of moving towards the system of cleansing, consolidating & getting fitter Loan growth will be less than mid-teens, but in double digits for FY20 Can grow at 1.5x-2x of nominal GDP One time hit on employee cost of `200cr

    20/01/2020 06:14:08 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Defaults disclosures Uttam Value Steel Total defaults on `2253.4cr Gammon India (>30 days due) Total amount at `3702.03cr

    20/01/2020 07:27:04 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    A bit worried about the layoffs happening Many sectors are feeling the heat due to one or the other reason Eg: If at all Vodafone decides to shut, there'll be rippling effect across other sectors too like advt, etc Realty sector is already in pain How'll GDP grow going ahead?

    17/01/2020 02:31:47 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Exposure to Vodafone CS says IDFC First, Yes & IIB have 8-12% of NW to Vodafone SBI & PNB at at ~5-6% of NW MFs have `4000cr exposure as of Sept'19 Nomura: IIB has exposure of `3000cr or 1.5% of loans SBI at `14000-15000cr ICICI Bk & Axis Bk have an exposure of 0.2-0.3% of loans

    17/01/2020 09:57:55 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    #3QWithCNBCTV18 #SouthIndianBk Concerns emerging on quality of the bk AAA rated bk has declined from 25.4% in Q3FY19 to 20% in Q3FY20 BBB bk is at 26.5% vs 14.4% in FY19 AA bk has declined from 39.3% in June’19 to 35.7% in Dec’19 A rated bk is at 14.8% vs 16.8% in FY19 (1/n)

    16/01/2020 11:03:32 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Defaults Autoline Inds Term loan of `2.5cr from Tata Motors Finance Total debt at `185.7cr Simbhaoli Sugars Default on loans worth `1041.08cr Proposed one time settlement with commercial lenders Realignment of debts with co-op bks is under process Disclosed defaulted principal

    16/01/2020 07:23:39 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    #OrientalBankofCommerce 10 year (long term) Unsecured Redeemable Non Convertible Basel III Compliant Tier II Bonds In The Nature Of Debentures, at coupon of 9.05%, traded at a high yield of 16.4% today Alert: 1st instance of PSU Bk's paper at high yield OBC to be merged with PNB

    15/01/2020 02:09:48 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    [email protected] Reliance Jio declared highest bidder for Reliance Infratel, UVARCL for RCom, Rel Telecom Large exposure of Banks to Rcom @TheOfficialSBI 4905 @bankofbaroda 3144 @AxisBank 2089 @pnbindia 1753 IDBI Bk 1411 Syndicate Bk 1225 @BankofIndia_IN 1065 @UnionBankTweets 1009

    15/01/2020 09:04:23 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Defaults Ansal Hsng Default on `14.5cr Total debt at `708.6cr Bharat Wires defaulted to IFCI Default on `219.7cr Total debt from banks at `570.7cr Gayatri Projects defaulted to Sundaram Finance & Srei Equipment Default of `0.27cr to Sundaram & `0.5cr to Srei Total debt at `3299cr

    15/01/2020 07:20:37 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    [email protected] @YESBANK Yes, No, Maybe… Yes Bank is running out of time Article by @Sonal913

    14/01/2020 10:36:18 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Default disclosure yesterday Sanghvi Forging & Engg On total debt of `169.45 cr Blue Bends India On loans worth `41.75cr; total (amt raised from the defaulted instrument) NCD at `43cr

    14/01/2020 07:13:56 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Jefferies on #Midcaps TP changes, in Rs Astral poly 1215 vs 1060 Finolex cables 425 vs 400 Finolex Inds 765 vs 730 GRIL 375 vs 400 #HavellsIndia 880 vs 845 #KajariaCeramics 795 vs 765 #Supreme Inds 1520 vs 1480 #UPL Ltd 795 vs 745 V-Guard 295 vs 290 #WhirlpoolofIndia 2240 vs 1970

    13/01/2020 07:52:44 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Fri-Sun default disclosure Mercator Ltd On loans worth `968.66cr SKIL Infra On loans worth `821.21cr; total debt at `1892cr Rajvir Inds Ltd On loans worth `124.26cr Tree House Education & Accessories Ltd On loans worth `31.19cr

    13/01/2020 07:27:03 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Cut TP: Federal Bk to `105 vs `110 DCB Bk to `195 vs `220 @pnbindia to `55 vs `95 @bankofbaroda to `100 vs `135 @canarabank to `215 from `300 (2/2)

    10/01/2020 10:03:59 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    JMFinancial on Banks Raise TP: @ICICIBank to `685 vs `550 @AxisBank to `920 vs `825 @HDFC_Bank to `1520 vs `1425 @KotakBankLtd to `1715 vs `1650 @MyIndusIndBank to `1865 vs `1640 @bandhanbank_in to `750 vs `710 City Union Bk to `250 vs `220 @TheOfficialSBI to `420 vs `385 (1/n)

    10/01/2020 10:01:28 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Defaults disclosed yesterday: Coffee Day On loans worth `489.48cr Uttam Galva Steels On debt borrowing worth `397.26cr; total outstanding debt at `971.96cr Euro Multivision Ltd On loans worth `635cr

    10/01/2020 08:29:05 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    [email protected] @CNBCTV18News Due to paucity of time, the matter i.e. case between Kotak Mahindra Bank & RBI has been adjourned to 6th March 2020.

    09/01/2020 10:27:03 PM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    Defaults disclosed yesterday: DB REALTY On loans worth `240.79cr; total outstanding debt at `1001.89cr Sintex Inds On debt borrowing worth `250 cr. Int default amt at `5.93 cr India Steelworks On loans worth `8.51cr; total outstanding debt at `33.08cr

    09/01/2020 07:29:17 AM     Share:    


      Abhishek Kothari 🇮🇳   

    @kothariabhishek

    [email protected] @EdelweissFin follows the mantra of "picture speaks louder than words" Below are the pics depicting Q3FY20 movement for banks & NBFCs under coverage of Edelweiss in terms of growth, NIM, slippages & resolution (must be w.r.t. stressed assets or NPLs I guess)

    08/01/2020 08:12:17 PM     Share:    


  Abhishek Kothari 🇮🇳   

@kothariabhishek

Sr Research Analyst,. tracks BFSI at CNBC TV 18. Sell side analyst earlier. Views r personal. RT aren't endorsements. Comments aren't recommendations. F1 fan.

Followers: 12,974

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