Abhishek Kothari 🇮🇳
@kothariabhishek
Fund Manager at Aviva India. Ex - CNBCTV18; Ex - Sell side analyst Views are personal RT aren't endorsements Comments aren't recommendations F1 fan
Love this quote..... Keeps me motivated always! They tried to bury me; but they didn't know that I was a seed!!
.@mahabank is (so far in Q1FY26 results, amongst psu banks) the only psu bank to show YOY and QOQ growth across net interest income, operating profits and profits after tax Disclosure: Firm is invested
Mentioned earlier and tweeted too.. as seen in #NPAPyramid: over the last few quarters… In India… Stress started with microfinance sector, moved to unsecured loans, then to auto loans and now it’s onto SME / MSME sector 🙏
.@CNBCTV18Live #FinStreet #NPAPyramid in financial services Also.. an alert: Size represents with lowest recovery possible (being the biggest painful point to lenders), to highest recovery possible (and hence, comparatively, lower stressful on B/S).. in the events of loans…
Arya Bhavan at Vile Parle East… better than many matunga joints for South Indian cuisine!!
#Thought The calmer you are; the clearer you think Let your decisions come from peace & not from reactions
Good read
Parag Milk Foods Limited : Investment Update Scene : corporate glass house prison in BKC. a fund manager sits with his analyst. ------------------ FM : what's the status on parag? the stocks run up 60%. check your thesis again. you're too pessimistic. the market is a place for…
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This is awful #RameshwaramCafe instagram.com/reel/DMeh0_Fz4…
Lovely #weather in #Mumbai.. from office terrace today
Some pain points, highlighted by lenders: 1. Bajaj Finance - MSME & two wheelers 2. HDB Fin - Commercial Vehicle 3. AU SFB - Secured retail 4. L&T Finance - Collection in SME loans
.@Bajaj_Finance in concall says: Seeing stress in the MSME sector 13 out of 17 segments in MSME are showing signs of slowdown 3 segments are showing contraction in MSME sector MSME business is seeing signs of slowdown; will be the slowest growth in this segment
@AshVerma111 good one! It’s always a pleasure to listen to his out of market questions! #Beer consumption leads to belly fatness? Listen in..
.@HousingBajaj guidance: Mgt assessment suggests heightened competition to weigh in on near term growth Company has guided for FY26 AUM growth at 21%-23% vs medium term guidance of 24%-26% & Q1FY26 AUM growth of 24% NIM guidance - moderation of 15-20bps during the year compared…
Result diary over the next two days for BFSI / fin sector: 24th July Canara Bank Aditya Birla AMC SBI Life Ujjivan SFB Indian Bank Karur Vysya Bank Bajaj Finance UTI AMC KFIN MOSL Suryoday SFB Capital SFB REC 25th July Poonawalla Fincorp Bank of Baroda Bajaj Finserv Aadhar…
What a lender.. in concall: One segment has done well All other segments have been subdued or seen decline in the books
