Results don’t look great but if someone can review and provide their insights as well. Asset quality definitely deteriorated and NIMs also shrunk QoQ (from 7.9% to 7.3%). Also, assuming that the rate cuts will happen soon, in the medium term, is Aavas likely to face headwinds? I remember reading on this forum that companies like Aavas and Baja Finance are best bought when interest rates go up since they tend to outperform peers when the going gets tough.
Posts in category Value Pickr
Cfa or mba what should i do (26-07-2024)
You can start with CFA. It will give you an understanding of Financial Markets and all the Investment products. After that you can see if this field is really your cup of tea or not and do an online mba.
To be honest, to get into private equity you need contacts more than a specific qualification.
MAS Financial Services – High RoEs, Decent Growth (26-07-2024)
State elections and resulting loan waiver by new govt may be the overhang on microfinance NBFCs.
Multi-Disciplinary Reading – Book Reviews (26-07-2024)
Dear sir, thanks for sharing these nuggets, however, in keeping with the spirit of this thread, I request we stick to book summaries.
(Will delete this post)
Multi-Disciplinary Reading – Book Reviews (26-07-2024)
There’s always a smart sounding reason to sell
Multi-Disciplinary Reading – Book Reviews (26-07-2024)
There’s always a smart sounding reason to sell
Multi-Disciplinary Reading – Book Reviews (26-07-2024)
There’s always a smart sounding reason to sell
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (26-07-2024)
Two-third of their business comes from B2G so sure it will not change overnight. I was merely pointing at management intent from the last AGM. The unbuilt revenue and release of funds have been a concern.
Given the renewed focus by the central govt, they perhaps may re-calibrate their domestic focus
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (26-07-2024)
Two-third of their business comes from B2G so sure it will not change overnight. I was merely pointing at management intent from the last AGM. The unbuilt revenue and release of funds have been a concern.
Given the renewed focus by the central govt, they perhaps may re-calibrate their domestic focus
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (26-07-2024)
Two-third of their business comes from B2G so sure it will not change overnight. I was merely pointing at management intent from the last AGM. The unbuilt revenue and release of funds have been a concern.
Given the renewed focus by the central govt, they perhaps may re-calibrate their domestic focus