Can Fin Homes Ltd. - Margins To Improve, Eyeing High-Teen Growth!
CANF reported a ~6% YoY de-growth in disbursements and growth was muted on a sequential basis. However, the AUM growth was healthy at 18% YoY,...
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Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
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Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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LICHF: One-Off Discretionary Provisioning Impacted Q3FY23, But Q4FY23 Is On Track to Be Strong
LICHF reported lower than expected Q3FY23 earnings due to one-off excess provisioning. Despite this, it provides an attractive valuation of <8x P/E...
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Can Fin Homes Ltd. - New MD CEO Appointment Key Positive, Maintain BUY!
The management stated that the demand in the affordable housing segment continues to remain healthy despite inflationary pressures.
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