Categories
Observations

Bandhan Bank: Dhoka Aur Dhulai

Today Bandhan Bank investors got a nasty shock when the Bank informed the exchanges the following shocker

What is shocking is that in the recent conference call, the CEO had assured investors that all is well

Categories
Links

Linkfest: 28 September, 2018

Some stuff I am reading today morning:

IL&FS Financial Services defaults on 395 Crores (Mint)

SEBI asks MFs to furnish details about NBFC exposure (ET)

Is Uday Kotak next? (Hemindra Hazari)

Flop show of Aavas Financiers IPO (MC)

IPO Review: Dinesh Engineers (BQ)

The Reliance Naval Disaster (BS)

Company Profile: Motilal Oswal (Fortune)

The “DotCon” stupidity (Macro Tourist)

Different kinds of smart (Morgan Housel)

Competing to win (A VC)

Categories
Exchange Filings

Devang Mody Ka Ghar Wapsi

Source: Exchange Filings of Reliance Capital

Categories
Excerpts

S Naren on Midcap Valuations

Categories
Forwards

IL&FS: High Price for Incompetency

Hat Tip: M Rao

Source: WhatsApp Forward