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.
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[email protected] ICRA downgrades rating on Piramal Capital & Housing Fin Ltd Rating downgrades to AA from AA+ on: NCDs of `6545cr Subordinated debt of `1500cr Long term fund - based limits of `9947cr Maintains rating of A1+ on Commercial Papers of `9000 cr
[email protected] @EdelweissFin ICRA Limited has re-affirmed the credit rating of ICRA A1+ of `6350cr of CP and Short-term NCD of `100cr Downgrades on Non-convertible Debentures Programme of `446 cr to ICRA AA- from ICRA AA
Technically, part payment is a default in itself. So, this may mean that @DHFL_India has defaulted yet again for 2nd time. Its a bit different this time as they have made partial payment. Alert: Credit rating is 'D' by all the rating agencies i.e. CARE, CRISIL, ICRA & Brickworks
Panther ARB holdings acquires 24% in Amara Raja Batteries Ltd in an off-mkt transaction on 22nd June'19
ZEE’S RELATED TRANSACTIONS RAISE Q's Related parties contributed `265-285cr increase in subscription revenues in FY19 Receivables from Dish TV also increased by `300cr -FY19 Subscription rev from Dish TV in FY19 looks high Rise of 36% seen in subscription revenue from Siti Cable
[email protected] Piramal enterprise Is evaluating the feasibility of stake sale in Shriram Capital Alerts: Shriram Capital is the holding company of listed entities i.e. Shriram Transport & Shriram City Union Finance Piramal purchased 20% in Shriram Capital in 2014 for `2146 cr
Citi On Emami Buy TP at `340 from `435 See Promoter Stake Sale To Avoid Any Invocation By Lenders Mkt Focus Is On Promoter Group Issues & Pledge Levels Group expects further deleveraging via sale of cement biz, hospitals & real estate assets Valuations Are At Multi-Year Low
[email protected] #SundaramFinance to CNBCTV18 Disbursements have grown in Q1FY20 IS in high single digit growth Don’t know when car sales will bounce back Passenger vehicle segment is daunting as it has gone into some kind of freefall Buyer fatigue in passenger vehicle segment
Only if I could do a video shoot of [email protected] cash & futures difference infact, movement in either mkt remains volatile for Jet Airways In Futures: -15% to -2% in a blink of an eye.. Volatility is too big
CLSA On Banks PSUs Are De-risking Their Books But CASA Franchises Remain Weak Despite 9% Loan Growth, RWA Was Down 1% In FY19 RWA/Asset Fell 400 bps YoY To 52% Vs +70% For Pvt Banks Timely Resolution Of NPLs Key To Bring Down Credit Costs SBI Top Pick Among PSUs Banks
[email protected] Competition Commission of India approves the scheme of amalgamation of @ibhomeloans & Indiabulls Commercial Credit Ltd with #LakshmiVilasBank
[email protected] #SundaramFinance To Acquire 49% Stake Of JV Partner In Sundaram BNP Paribas Fund Post Acquisition, Sundaram BNP Paribas To A Wholly-owned Arm Of Co BNP Paribas average AUM stood at Rs7313.9 cr as of May’19 with 53.6% into equities
[email protected] @jetairways vs @TheOfficialSBI SBI’s insolvency plea admitted IRP should try to resolve Jet Airways matter within 3 months as the matter is of national importance IRP directed to submit fortnightly reports on progress in the matter with 1st report on 5th Jul’19
[email protected] Gagan Banga of @ibhomeloans Sitting on cash buffer of `28,000 cr Zero exposure to Lodha Group Never ever done business with DHFL Have ZERO exposure to ADAG group now; received all the dues Expect loan growth of mid to high teens for FY20 More details attached below
[email protected] Gagan Banga of @ibhomeloans Never ever done business with DHFL Have ZERO exposure to ADAG group Have term borrowing of Rs350 cr from YES Bank Supertech is classified as NPA in Q3 & provided 100% on the exposure Optng profit is 3x of peers (coverage on wholesale bk)
YES BK Mkt Cap: 2nd Lowest In Nifty; CMP At 5-year Low 517 BSE Stocks Hit 52-W Lows Indiabulls Grp Stocks: Huge Volatility NBFC Remain under Pressure; DHFL, Manappuram & Piramal Slip 3-7% NIFTY: 23 in GREEN & 27 in RED Sectoral Indices, Pharma & Metals & PSU Banks Fall The Most
[email protected] BFSI stocks at 52 week & multi year low @RelianceCapital Rel Home Finance (At lower circuit too) IFCI (penny/single digit stock now) Shriram City Union Fin Central Bank of India 52W & Multi Year Low: @YESBANK @sreiofficial J&K Bank @DHFL_India
[email protected] BFSI stocks at 52 week low @RelianceCapital Rel Home Finance (At lower circuit too) J&K Bank @DHFL_India (multi year low) Central Bank of India IFCI (penny/single digit stock now)
[email protected] has taken board approval for sale of part or full stake in Can Fin Homes ALerts: 1. Canara Bank holds 29.99% in CANFIN Homes 2. Stake sale has been in plans for last 2 years 3. Move to help in strengthening capitalization of the bank 4. CANFIN total bk: `18381cr
[email protected] India ratings downgrades [email protected]'s AT1 bonds by a single notch to A/Negative Core Capital Below Regulatory Req't Provs To Remain Elevated PNB maintained a deficit of 6.2% of total assets on the contractual ALM in the up-to one-year maturity bucket at end-FY19
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: 9,110
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