CGCL.NSE

Capri Global Capital Ltd

Mumbai, Mar 24: Capri Global Capital Limited, a leading non-banking financial company (NBFC), has secured ratings from two leading global rating agencies, Moody’s Ratings and Fitch Ratings, marking a significant milestone in its growth journey [...] The post Capri Global Secures Moody’s and Fitch Ratings, Reinforcing Strong Credit Profile appeared first on Business News This Week .

In this briefing: KDIC Plans to Sell a 33.9% Stake in SGI Insurance and a 10% Stake in Hanwha Life Insurance in 2026 Shortlist of High Conviction Philippines Equity Ideas - March 2026 AIA Group Ltd. (1299 HK) - US$1.7bn buyback a +VE surprise; lift TP to HK$112 Capri Global Capital Ltd - Capri Global’s Gold Loan Branch Visit Note CPKF: Raising our CPKF 2026 Diluted EPS Estimate by 0.58 to $3.90 1. KDIC Plans to Sell a 33.9% Stake in SGI Insurance and a 10% Stake in Hanwha Life Insurance in 2026 KDIC plans to sell a 33.9% stake in Seoul Guarantee Insurance (031210 KS) (SGI) in 2026 which is worth 1.3 trillion won at current prices. On 24 March, KDIC announced that it plans to sell its entire 10% stake in Hanwha Life Insurance (088350 KS) in 2026 (worth 420 billion won) at current prices. These potential block deal sales of Seoul Guarantee Insurance and Hanwha Life Insurance are likely to act as negative overhangs on their share prices in the coming months. 2. Shortlist of High Conviction Philippines Equity Ideas - March 2026 We are gradually building a high-conviction coverage of ideas for mid and small-cap companies in the Philippines.

In this briefing: Shortlist of High Conviction Philippines Equity Ideas - March 2026 AIA Group Ltd. (1299 HK) - US$1.7bn buyback a +VE surprise; lift TP to HK$112 Capri Global Capital Ltd - Capri Global’s Gold Loan Branch Visit Note CPKF: Raising our CPKF 2026 Diluted EPS Estimate by 0.58 to $3.90 Nikkei 225 (NKY INDEX) Tactical Outlook Ahead of Mar 2026 Rebalance / After US Stopped Iran Strikes 1. Shortlist of High Conviction Philippines Equity Ideas - March 2026 We are gradually building a high-conviction coverage of ideas for mid and small-cap companies in the Philippines. We established metrics focused on high ROCE, sustainable 10-15% YoY growth, robust balance sheets, and prudent capital allocation —essential elements for identifying potential multi-bagger opportunities. In the spotlight is one of our top picks, the Philippine Stock Exchange (PSE PM) , which we met at the InvestPH conference and got interesting updates from on the business. 2. AIA Group Ltd. (1299 HK) - US$1.7bn buyback a +VE surprise; lift TP to HK$112 AIA delivered broadly in-line FY25 results with VONB growing 15% CER (or 17% AER) to US$5,516mn, while the new US$1.7bn share buyback for FY26 was a positive surprise in addition to US$2.6bn total dividends (+10% YoY). 4Q VONB moderated to US$1.2bn, up 9.7% YoY, slower than a 27% rise in 3Q25 (US$1.48bn).

In this briefing: Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings India's Rating Agencies: The Only Toll Booth on the Road to a $10 Trillion Economy PICK OF THE WEEK: APL Apollo Tubes Ltd - 21st March, 2026 Chemical Sector Update: Middle East Disruption Triggers Cost Shock for Indian Chemical Sector Capri Global Capital Ltd - Capri Global’s Gold Loan Branch Visit Note 1. Aequitas: Raajmarg Infra InvIT IPO Trading - Decent Demand; Leads Past REIT Listings Raajmarg Infra Investment Trust (RIIT IN) raised around US$650m in its India IPO. RIIT owns and manages a portfolio of five highway assets in India spread across six cities, like Tamil Nadu, Karnataka, Jharkhand, and Andhra Pradesh, as per the CARE Industry Report. We have looked at the company’s past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics. 2. India's Rating Agencies: The Only Toll Booth on the Road to a $10 Trillion Economy India's corporate bond market hit a record Rs 53.6 lakh crore outstanding in March 2025, with fresh issuances of Rs 9.9 lakh crore in FY25 alone, the highest ever.