1cc2857c-899b-4122-bb48-27e655b0536a.pdf (1.1 MB)
Views invited on the last evening move by Company.
Company has been able to sell the Housing Division for 1750 crores, this was around 20 percent of total business.
At current Market Cap of 4200 crore, company has been able to get a around 41 percent of market cap from a business which was only earning half as per current market cap.
I see a re rating from current levels and current BV ratio of 1.33 seems significant re rating in coming years.
Brookfields management is showing their potential and their concentration on used vehicle loan in this declining interest rate cycle seems to be a good move.
My views biased as I am invested significantly from lower levels
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