Hello dear Mintos investors,
Today reviewing the Mintos portfolio and coinciding with the change of quarter. Mintos has updated its risk scores, and we have several surprises.
Of note is the drop in loans from the originator ZENKA in Kenya, from +5 to only 3.2 !
It has been a long time since I saw a drop of 2 points.
Also highlight the drop in score in Creditstar, although it already has a somewhat dangerous history, now we have Creditstar (Finland) with a score of 4.1.
My exposure to Credistar is 5.1% and 4.4% in Zenka of the total portfolio. Yes, I will stop actively investing in these two companies temporarily and reduce the % in the portfolio until I have information about it or regularization to a +5 score.
It doesn't particularly worry me, but it is true that I have been trying to figure out what has changed for several hours and I have not been able to find the factors that have caused these two significant score reductions. Especially those that affect these two originators.
If anyone has more information about it, I would be happy to read it.
To continue composing while the party lasts,
A profitable hug to all.
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