Interested in hearing your insight on Manappuram:
- Can Manappuram sustain growth in gold loans amidst increasing competition?
- Will they uphold asset quality as their non-gold portfolio expand rapidly?
- Given the operational intensity of gold loans, can competitors keep up, or will they go away gradually?
- Management claim that two-thirds of gold loans are still held by unorganized players, suggesting ample room for growth. How accurate is this ?
- Will the RBI permit further branch openings and approve their IPO?
- where will gold price go from here 1500-2000 dollars or 2000-2500 dollars
- can digitalisation and AI take over their business
- can non gold loan profit cross gold loan profit as they are growing fast and profits are high
- when can we consider it as a well diversified company
The market has numerous doubts , hence Manappuram’s valuations are appealing and undervalued.
Manappuram has proved itself consistently navigated through turbulent times.( demonitsation ,covid ,fluctuating gold prices ,ED raid )
Also they are the first one before muthoot to diversify in non gold aggressively ,later muthoot realised its importance and now they are also trying
Subscribe To Our Free Newsletter |