Recently I started reading concalls, there is lot of stuff to understand in those words. I like the way you bring a context out of the words from management. Thank you for this series
The Daily Brief in a short time has become a leader in financial news and data as it offers in-depth analysis,expert commentary, and today’s Brief presents factual and unbiased information as well who said what on why De Beers is struggling, DMart is betting big & Bajaj Finance is tightening loans. It’s easy to understand for small investor like me and helps me in making informed decisions.
All MSME centric lenders saw sharp decline this week..May be worst still to come and usually after management tells worst is behind us, it takes 1-2 quarters to reflect that on BS. Bajaj Finance , SBFC, MAS financials should be affected for long time
Hey Nishant, thanks for your comment. Bajaj's concall seemed to indicate that they have the MSME lending problem under control, but in no way are they saying that this won't worsen. They might provision more for MSME debts going bad over the next few quarters.
Recently I started reading concalls, there is lot of stuff to understand in those words. I like the way you bring a context out of the words from management. Thank you for this series
Wow, glad you find this useful Lokesh :)
The Daily Brief in a short time has become a leader in financial news and data as it offers in-depth analysis,expert commentary, and today’s Brief presents factual and unbiased information as well who said what on why De Beers is struggling, DMart is betting big & Bajaj Finance is tightening loans. It’s easy to understand for small investor like me and helps me in making informed decisions.
Glad you like it :)
All MSME centric lenders saw sharp decline this week..May be worst still to come and usually after management tells worst is behind us, it takes 1-2 quarters to reflect that on BS. Bajaj Finance , SBFC, MAS financials should be affected for long time
Hey Nishant, thanks for your comment. Bajaj's concall seemed to indicate that they have the MSME lending problem under control, but in no way are they saying that this won't worsen. They might provision more for MSME debts going bad over the next few quarters.