Small & Mid Cap focused Value Investor

Gokul Raj. P

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<p>Indiabulls stock is up 18% from our initial coverage note a month back. We believe the major reason for this re-rating is the increasing belief on the street that the whole demonetization exercise hasn't affected the mortgage finance space and has instead brought clarity to investors about the inherent strength of the mortgage finance business model and the large growth opportunities therein. It is not just Indiabulls, but the entire mortgage finance space (Gruh Finance, DHFL, PNB Housing…</p>

Indiabulls stock is up 18% from our initial coverage note a month back. We believe the major reason for this re-rating is the increasing belief on the street that the whole demonetization exercise hasn't affected the mortgage finance space and has instead brought clarity to investors about the inherent strength of the mortgage finance business model and the large growth opportunities therein. It is not just Indiabulls, but the entire mortgage finance space (Gruh Finance, DHFL, PNB Housing…

Indiabulls Housing - Q3 FY 17 Results Strengthens Our Investment Thesis !!

India

Dewan Housing Finance Corporation Ltd. provides housing finance services in India.  Dewan also leases commercial and residential premises to various companies.

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Dewan Housing Finance (DEWH IN)

Indiabulls Housing - Q3 FY 17 Results Strengthens Our Investment Thesis !!

Indiabulls stock is up 18% from our initial coverage note a month back. We believe the major reason for this re-rating is the increasing belief on...

Gokul Raj. P

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