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

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by kharb, Jun 10, 2016.

  1. kharb

    kharb Well-Known Member

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    Which is best among these three for investing for long term.
     
  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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

    Srouta Mukherjee Well-Known Member

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    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.

    http://mmb.moneycontrol.com/india/messageboardblog/message_thread/38997908/40797908#m40797908
     
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  4. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    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: http://www.moneycontrol.com/news/ma...-airlines_6840061.html?utm_source=ref_article
     
  5. Ravikumar

    Ravikumar Active Member

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    Prefer DHFL over others considering the management and valuations
     
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  6. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    CAPF is also good NBFC stock IMHO.
     
  7. Mukund

    Mukund New Member

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    Sroutaji, what is full form of IMHO?
     
  8. Mukund

    Mukund New Member

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    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?
     
  9. Farhan Ghumra

    Farhan Ghumra Active Member

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    In My Humble Opinion
     
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  10. Mukund

    Mukund New Member

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    Thanks
     
  11. krish123

    krish123 Member

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    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
     
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