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Jefferies: Jefferies positive on brokerage stocks

Jefferies expects Indian wealth management firms assets under management to double by FY27. "IWMs (Indian wealth managers) are gaining share in the ultra-HNI segment (80% of market) where global players are receding and smaller banks lack bandwidth for personalised solutions," said the brokerage s analysts Jayant Kharote and Prakhar Sharma in a client note. ....

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Jefferies initiates coverage on 2 wealth management companies; stocks surge up to 5%

The global brokerage believes wealth managers are well-placed to ride on India s economic growth and financialization of savings, especially in capital markets. Leading players will benefit from strong inflows and operational efficiencies to deliver 20-22% profit CAGR over FY24-27E. A rise in the share of trail fees (70-75% by FY27E) improves earning visibility and supports valuation re-rating ....

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Paytm Payments Bank: All options, including acquisition, on table to keep lender afloat

Jefferies Financial Group on Monday became the first major foreign brokerage to drop coverage on Paytm-operator One 97 Communications Ltd. until the news flow around the struggling Indian fintech major “settles down”. ....

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Jefferies temporarily suspends rating on Paytm but falls short of stopping coverage

Jefferies temporarily suspends coverage on Paytm due to uncertain valuation, pending RBI regulatory actions, potential merchant/user attrition, and the closure of Paytm Payments Bank s wallet business. The outcome of Enforcement Directorate investigations, government approval for payment aggregator license, and onboarding of Axis Bank are awaited. ....

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Jefferies Stops Coverage on Paytm Until Regulatory Issues Ease

Jefferies Stops Coverage on Paytm Until Regulatory Issues Ease
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