Been trying to analyse this stock since 2 weeks. Understanding the supply side is simplistic as Nesco is adding huge capacities to BEC and the towers.
I am trying to evaluate more demand side triggers.
- Real estate and commercial space demand in Mumbai
This includes more specific factors intrinsic to the industry. Just like we have SSG for retail industry, do we have any parameters for this industry and see how they have grown?
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Direct competitors (Nirlon, Oberoi, Mindspace etc)
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Office renting trend vs GDP growth/Sector growth. Impact of possible recession on the growth/renting abilities of companies??
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Most offices in Nesco are IT/Finance (Here maps, msci, BlackRock, KPMG, etc.) Any information on the office space growth and new investments in these industries?
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Through annual reports and concalls of competitors, trying to evaluate rent renegotiation and pricing power of Nesco in the industry. How much power does Nesco have to increase rents a few years down the line for additional services and facilities it provides
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Overall LT trend of offices and new capex in Mumbai by MNCs. Want to check if new offices are being added in Mumbai at prime locations or in Pune/Bangalore/Jaipur etc.
Please help!