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Saturday 4 April 2015

MULTIBAGGER-DHFL.

DHFL

DHFL is in the Housing Finance Sector with registered office at Mumbai. When "Ab Ki Baar Namo Sarkar" played through the Dalal Street, this was a stock that partied hard. A major run from 220 levels to around 570 was a perfect reward for patient investors.But even after the run we chose DHFL for you. Why?
Four simple straight reasons:
CMP:468.
VALUATION
BALANCE SHEET
PARENTAGE
FUTURE OUTLOOK
1.FACE VALUE:10
1.DIVIDEND YIELD:1.71%
1.PROMOTER:39.57%
1. INTEREST RATE CYCLES.
2.MARKET CAPITAL:6819.86 CR
2.DEBT:33890 CR
2.FII:20.60%
2. SMART CITIES.
3.PE:11.36
3.ASSETS:37465 CR
3.DII:0.32%
3. RBI HOME LOAN GUIDELINES.
4.BOOK VALUE:246.59
4.ESC:128.42 CR
4.OTHERS:39.51%
4. OPTIMISTIC MANAGEMENT.
5.EPS:41.20
5.RESERVE:3446.54 CR


6.INDUSTRY PE:32.96




PE for the company is 11.36 as compared to industry PE of 32.96 which indicates a huge discount.

With a dividend yield of 1.71% and assets of 37465 cr, this company has a strong balance sheet. Promoter holding is quite stable, even the ace investor Mr. Rakesh Jhunjhunwala had picked up a stake in the stock. Despite recent exits by FII's, stock seems well placed.

The outlook for the company is agressively positive with Interest rate cycle turning favourable and RBI's home loan guidence is a two-fold benefit for the stock. Even the optimistic management and Governments smart cities agenda adds more confidence regarding a better future.

The 100 pts dip in these stock can be used to accumulate the stock in a staggered way. For targets of 1410 the stock is the best pick for your portfolio.

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