@karan
Yes you are right as both the companies management has raised the concern on the future sales guidelines to flat or negative on YOY basis. But I think this good time to be contrarian and load up the stocks for the next rally when interest rates in India drop and economy starts reviving.
This two are only quality stocks with great management available in the reality space which are very less leveraged.
Poddar developers is better placed than ashiana housing owing to customer segment it addressed where there is most demand/supply mismatched.
Anticipating multibagger returns from this two companies in the future.
Disc : Invested in both the companies and together forms 5% of the portfolio
| Subscribe To Our Free Newsletter |
