The best part about MAS / Kamlesh Gandhi has been good liabilities side management of the books. Relative conservative approach compared to other NBFCs. With the recent QIP out of the way, focus is to keep monitoring QoQ results and if the AUM growth continues along with targeted branch expansion and if housing loan book can be grown to a bigger share, it is going to do well.
Market will recognize and stock performance will show up once some sort of sector rotation towards NBFCs & lenders happens.
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