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IPOs and Rights Issues / Brookfiled REIT IPO Subscription
« Last post by resh on February 05, 2021, 07:35:30 PM »
1    Institutional Investors    41605400    198903800    4.78 Times
2    Other Investors    34672800    407040600    11.74 Times (Retail & Individual is here)

Total 7.94 Times Subscribed.

On the Day before the Last Day subscription was mere 0.75% of the IPO. So all the Bids came in on the Last Day which is 10x Times since the IPO Subscribed 7.94X.
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CIBIL Credit Report Score / PSU Banks Disbursing Retail Loans
« Last post by resh on December 28, 2020, 11:00:09 AM »
Updates from the RBI and CIBIL Transunion point towards the following: (a) Improved expectations of loan demand based on loan officer survey, (b) Survey indicates easing of loan terms and conditions, and (c) Improving loan inquiry levels, albeit below pre-Covid levels. Having said that, system loan growth has remained in the ~5% yoy growth range.

Retail loan growth held up better for PSU banks (up ~15% yoy) as of August 2020, while private banks witnessed a much lower growth of 6% yoy. NBFC retail credit balances were down ~9% yoy.

Loan Against Property LAP credit shrunk meaningfully on a yoy basis in August 2020, while some other categories like credit cards, auto loans and home loans have held up better.

Loan inquiries have recovered to year ago level in November 2020  for all segments except personal loans (down ~43% yoy). Loan inquiries recovered the earliest (by June 2020) for PSU banks. Personal loans segment has witnessed a steep fall in loan origination volumes. NTC loan origination had taken a hit in the immediate aftermath of the crisis, but is now trending back to pre-Covid level.

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India Credit Cards / Personal & Business Loans / Digital Payments Hit All Time High
« Last post by resh on December 28, 2020, 10:56:50 AM »
We use payment data released by RBI and National Payment Corporation of India (NPCI). Specifically, we track UPI, IMPS and NETC FASTag transaction values. Daily average UPI and IMPS transaction values recorded an all-time high in November and continued to increase in December. NETC transactions are above pre-Covid levels and at an all-time-high. Also, we note that some of the UPI/IMPS transactions may be in lieu of cash payments (as people avoid handling cash used by others) and may not reflect more total spending by consumers
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Real Estate / SEZ in India / Embassy REIT - Equity Capital - Total Outstanding Units
« Last post by resh on December 26, 2020, 02:02:46 PM »
Embassy Office Park REIT - Equity Capital - Total Outstanding Units

1. After the QIP issue of 111,335,400 units, Total Outstanding = 88,30,00,743
2. 6,48,93,000 Units were made to Garg Family in lieu of surrendering their stake in Vikas Telecom SEZ

Total Outstanding Units = 94,78,93,743 Units
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India Credit Cards / Personal & Business Loans / MarketShare of Spend + Top Players
« Last post by cardbhai on November 18, 2020, 08:02:56 PM »
The Indian Credit Card market is dominated by Private Banks cornering 77% of customers while the lethargic PSU Banks have 23% of Indian Credit Card Customer base.

Private Sector Banks Credit Card Customers MarketShare
HDFC Bank 25.5%
ICICI Bank 15.8%
Axis Bank 11.7%
Citibank 4.7%
Kotak Mahindra 4.5%
Other Private Banks & FIs hold the rest

SBI Credit Cards hold 18.8% Market Share


Market share based on total credit card spends in India
HDFC Bank 31.2%
SBI Cards 20.1%
ICICI Bank 13.6%
Axis bank 8.3%
Citibank 6.4%
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India Credit Cards / Personal & Business Loans / Card Additions up sharply MoM; spends flat
« Last post by resh on November 18, 2020, 07:55:20 PM »
The total credit cards in force increased 1.5% MoM in Sep-2020 to 58.7mn, after increasing 0.3% MoM in Aug-2020. In Sep-2020, all domestic players in the top- 10witnessed net additions to their cards in force, of 1-3% MoM, barring Kotak, which remains cautious on the segment.

Domestic players barring Axis Bank  had witnessed net additions to cards in force in Aug-2020 too; however, the pace of additions has sharply ramped-up in Sep-2020. This reflects that banks are reaching closer to their normal rates of card sourcing. The rate of card additions was the highest for IIB, AXSB and SBIN in Sep-2020 versus others.

Credit Card Spend in India
Spends/card declined 2% MoM in Sep-2020, after a 10% MoM growth seen in Aug-2020. Spends/card had earlier declined 59% MoM in April due to the lockdown, after which they continually increased over May to August. Spends/card will likely accelerate in 3QFY21 due to festive-season spending. On a YoY basis, total card-spends were down 16% in Sep- 2020. Average monthly spends per card decreased to ~Rs8,600 in September (~Rs8,700 in August).
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MidCap Stock Picks / HDFC Securities Diwali 2020 Picks
« Last post by resh on November 11, 2020, 01:06:49 PM »
Here is a List of Stocks recommended by the HDFC Securities Investment Research Team as picks for Diwali 2020

Stock / CMP / Price Band for Accumulation / Target

Alembic Pharma 1001.0 877-885 1148 Till Next Diwali
Credit Access Grameen Ltd 624.0 520-540 797 Till Next Diwali
Gujarat Gas Ltd 296.2 270-273 356 Till Next Diwali
Mphasis Ltd 1371.5 1234-1238 1511 Till Next Diwali
Radico Khaitan 441.0 380-390 545 Till Next Diwali

Large Cap Stock Recommendations are as follows,

Stock / CMP / Add on Dips / Target

Bharti Airtel 452.7 400-403 597 Till Next Diwali
Cadila Healthcare 439.0 385-393 508 Till Next Diwali
ICICI Bank Ltd 440.0 395-405 503 Till Next Diwali
Infosys Ltd 1094.0 1002-1006 1205 Till Next Diwali
United Spirits Ltd 532.0 441-451 645 Till Next Diwali

NOTE: These are HDFC Securities recommendations and not mine.
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Sensex and Nifty Company Analysis / Sharekhan Diwali Picks 2020
« Last post by resh on November 11, 2020, 01:00:52 PM »
Here is list of Stocks recommended by Sharekhan Equity Research Desk for  Diwali Picks 2020

Stock Target Prices are Not Mentioned.

Amber Enterprises
APL Apollo
Bharti Airtel
HDFC Life
Info Edge (India)
IPCA Labs
Kotak Mahindra Bank
L&T
SRF
Tata Consumer Products
Tech Mahindra

NOTE: Please make your investment decisions wisely in consultation with SEBI Registered Investment Advisers, if you think they are really the best option.
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India Stocks and Shares / Anand Rathi Diwali Picks 2020
« Last post by resh on November 11, 2020, 12:56:31 PM »
Here is a List of Stocks recommended by Anand Rathi as Diwali Picks 2020

Stock and Target as given below

Ultratech Cement Ltd. RS 5300
Divi's Laboratories Ltd. Rs 3730
Tata Consultancy Services Ltd Rs 3230
Hikal Ltd Rs 211
Tata Consumer Products Ltd Rs 620
VIP Industries Ltd. Rs 370
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Equity Investments, Fundamental Research and Sectors Review / DealMoney Securities - Diwali Picks
« Last post by resh on November 11, 2020, 12:52:42 PM »
Here are the Top Picks of DealMoney Securities for this Diwali 2020



NOTE:  Please Consult SEBI Registered Investment Adviser before making any investment decisions.
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