Which is best NBFC among LIC housing,DHFL housing and Rel Capital

Which is best among these three for investing for long term.

 

In my view Reliance Capital is best in these 3 stocks for long term investment

 

If only selection of three I prefer DHFL because of good growth prospects are there. Growth is there continuously (20%) and stock is v.cheap at 1.3 Book Value and dividend yield of 2.87%. Reliance Cap management (Anil Ambani) is not having good record of performance. LIC Housing is better than Reliance Cap IMHO.

Also look at CAPF performance is sooper under leadership of Warburg Group and Venkat.


Lets look at the Yearly results
Topline up 31% from 1440 Cr to 1888 Cr
Operating profit grew 20% from 947 Cr to 1148 Cr
Bottomline is up 45% from 114 Cr to 166 Cr
EPS is around 18.2
At current price of 500, the stock is trading at 27x past earnings..
Dividend of Rs 2 given for last year
Strong books, excellent management acumen, great balance sheets should keep this one going.

https://mmb.moneycontrol.com/india/messageboardblog/message_thread/38997908/40797908#m40797908

 

DHFL By SP Tulsian:

Amongst the housing finance company probably this is seen to be ruling at the cheapest on a valuation basis. Sometimes, I wonder that what is preventing this stock to move up, it is ruling at a price earnings (PE) multiple of maybe about 6 or closer to that and if I take a forward maybe it is 5.5 to 6 times only. Even on a price to book also its looks very interesting, maybe some concerns on the promoter seen, but I am quite positive on the stock but this moves in a very range of maybe about Rs 190 to about Rs 220, if one can catch that range it is very good, but this should be kept on radar to buy at the lower level whenever it falls, but on a fundamental I am at least convinced while the market seems to be not having that much comfort on the stock.

Read more at: https://www.moneycontrol.com/news/m...-airlines_6840061.html?utm_source=ref_article

 

Prefer DHFL over others considering the management and valuations

 

CAPF is also good NBFC stock IMHO.

 

Sroutaji, what is full form of IMHO?

 

Last few days I am tracking Capital Trust. I am unable to understand why its P/B is so high of 30? Can any expert throw light on this?

 

In My Humble Opinion

 

Thanks

 

presently dhfl is looking attractive with its valuation and their avg loan size is 24 lacs which concludes they target middle class and housing for all is perfect theme for them to grow