Saturday, April 18, 2020
Which Stock will be more benefited by recent RBI’s economy Booster declared on 17 April 2020
RBI has given NBFCs more time to restructure
commercial real estate loans on 17 .04.2020 declared economy booster by way of changing
the accounting procedure on classification of NPA (restructuring, the date of commencement of commercial
operations )
WE are expecting that NBFCs which have large real estate
exposure, will gain from Friday’s relaxation.
With the above assumptions, We have find that PNB Housing Finance Ltd
has highest exposure (41%) to real estate and it will be most benefited ( Trading at Huge Discount of ~80% of its Value ) , while
Can Fin Homes Ltd has only 10% exposure to its loan portfolio.
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Thursday, April 16, 2020
Sun Pharmaceuticals Industries Ltd : Q4 2020 Results Expectations
Sun Pharmaceuticals Industries Ltd is expected to Post
Net Profit of Rs.3445.17 Cr in FY2020 compare to Rs.3665Cr in FY2019. WE
may see raise of +8.8% QoQ and +56.3%
rise in PAT YoY along with Raise in revenue of +13%.
Sun Pharmaceuticals Industries Ltd is now Trading at
X2.3 of Valuations ( EPV method
considering last 4Q results ) & X2.03 of the Full Year 2020 ( Expected )
Disclaimer : We are / may going
to take exposure shortly.
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The
author tracks economic, behavioural and corporate tends, hoping to gauge good
avenues of return based on Fundamental Valuations of Stocks, a follower of EPV
method. You can reach the author at +91 880 2230 836 or e-Mail : mail@niftynext.com or Whatsapp +91 8802230836
Wednesday, April 15, 2020
Portfolio : SBI Small Cap Fund Regular Plan Growth (31 March 2020 )
You can reach the author at +91 880 2230 836 or e-Mail : mail@niftynext.com
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