Indiabulls Housing - A compounder from here?


(vaibhav) #41

Net worth after fy16 should be arnd 12,000cr:
=~6500cr(fy15 net worth) + ~ 2500cr(fy16 pat) + 4000cr (qip at 702/-per share)- ~1000cr (dividend for fy16)

Quite high RoE and div. yield:
https://www.screener.in/company/IBULHSGFIN/

Trading at arnd 2.2 times trailing bv.

The stock also featured in the latest MOSL study along with 3 other iirc (torrent Pharma, yes bank, Cadilla)

Disc: looking at buying.


(champvimal) #42

IHFL Q4 results are great.

12% QoQ growth and 23% YoY growth in profit.

Source - http://www.dsij.in/article-details/articleid/14088/indiabulls-housing-finance-maintains-a-high-ebitda-margin.aspx

Request experts to please provide your comments on the results.

Disc : Invested since Aug 15, planning to continue to hold for few more quarters.


(sandeep) #43

Back after a long time and extremely glad to assert that this has played out as anticipated. Beating the returns of repco and Gruh.

Hearing the talks of it entering into Nifty from October too. Awesome script with amazing dividends.


(n.arvind2k) #44

Looks like Indiabulls is positive w.r.to Demonetization… Robust collection improvements !!! And revised growth target 5 to 7% for next fiscal year.




Affordable Housing - the opportunity
(Yogesh Sane) #45

Demonetization can result in fall in real estate values and disruption in cash flow of their customers which could lead to a pick up in NPAs in the short term. They also have the largest LAP portfolio among the peers which is sensitive to economic slowdowns. Having said that, the correction is overdone and stock looks undervalued.
Disc Invested.


(n.arvind2k) #46


(n.arvind2k) #47

BLOCK DEALS on NSE:

Qty: 493,310, Deal Price: 730.05, Value : 36.01 Crores on Dec. 07th !!!

Qty: 250,522, Deal Price: 730.20, Value : 18.29 Crores on Dec. 07th !!!

Any idea who purchased ?


(n.arvind2k) #48

Another round of BLOCK DEALS on NSE:

Qty: 247,857, Deal Price: 718.00, Value: 17.80 Crores on Dec. 09th !!!

Qty: 442,827, Deal Price: 700.00, Value: 31.00 Crores on Dec. 09th !!!


(n.arvind2k) #49


Morgan Stanley buys 1 cr shares at 635.59 and Cinnamon Capital Ltd sells 1.08 cr shares at 635.68


(rajeshmprao) #50

Impact on IBHFL must be observed.


(n.arvind2k) #51

BLOCK DEALS on BSE:

Qty: 450,072, Deal Price: 646.75, Value: 29.11 Crores on Dec. 21st !!!

Qty: 210,000, Deal Price: 646.50, Value: 13.58 Crores on Dec. 20th !!!


(n.arvind2k) #52

BLOCK DEALS on NSE:

Qty: 116,130, Deal Price: 637.00, Value: 7.40 Crores on Dec. 22nd !!!

BLOCK DEALS on BSE:

Qty: 318,008, Deal Price: 637.50, Value: 20.27 Crores on Dec. 22nd !!!


(n.arvind2k) #53

Mortgage firms interest rate war to cheer home loan seekers in new year

http://economictimes.indiatimes.com/wealth/real-estate/mortgage-firms-interest-rate-war-to-cheer-home-loan-seekers-in-new-year/articleshow/56208880.cms


(n.arvind2k) #54

BLOCK DEALS on NSE:



SELL :



(weblinsolutions) #55

Will the reduced loan rates sustain? Won’t people eventually withdraw a major quantity of their deposits from the bank?


(n.arvind2k) #56

Indiabulls Housing Finance cuts home loan rates by 0.45%
http://economictimes.indiatimes.com/wealth/personal-finance-news/indiabulls-housing-finance-reduces-rates-by-45-bps/articleshow/56313370.cms


(n.arvind2k) #57

Indiabulls Housing Finance - Annualized dividend yield is 8.76%.
Stock trading at a p/e of just 10 times, one year trailing earnings. The price to book value of just 2.5 times which makes this stock an excellent pick.


(n.arvind2k) #58


(n.arvind2k) #59

BLOCK DEAL !!!

Anyone knows who purchased today ? 111.19 cr deal !!!


(Stock Duniya) #60

Indiabulls Housing: Societe Generale buys 16 lk shares at `688; Swiss Fin Corp seller