저자: 미상 · 외국인
요약 보기
인디아불스 하우징 파이낸스는 매출과 이익이 계속 줄고 있고 프로모터와 기관이 지분을 팔아 현재 가격은 매력적이지 않다는 결론. 주가 흐름: 최근 1개월 약 10.3% 상승했으나 1년간 42%, 3년간 약 70% 하락. 현재 약 133루피, 시가총액 약 6,312억 루피로 중형주이며 거래량은 약 81만 주. 실적: 매출은 2021년 6월 분기 2,320억 루피에서 2022년 6월 분기 2,075억 루피로 감소. 이익도 3월 분기 360억 루피에서 6월 분기 250억 루피로 축소. 지분 변동: 프로모터 지분이 점차 매도되고 있으며, 뮤추얼펀드 보유 지분도 4.23%에서 0.99%로 크게 줄어듦. 소매 투자자 매수가 늘어난 것으로 설명. 배당: 과거에는 연 여러 차례 배당했으나 올해는 아직 배당이 없음. 밸류에이션: PER 5.33으로 업종 PER 21보다 낮지만, 진행자는 100루피 아래라면 싸 보였을 것이라며 현 수준은 싸지 않다고 판단. 채널 분석가 의견 중 33%가 매수 추천이나 진행자는 동의하지 않음. 채널 진행자는 이 기업에 대해 긍정적 전망을 밝히지 않았고 향후 방향에 대한 명시적 예측도 없음. 가격 방향 예측 발언은 없음.
다듬은 글
Hello everyone, today is 3rd September, it has gained a lot of momentum but whenever it has shown a big boom, after that it has definitely broken somewhere and we will also discuss about it in the video but before that it now because there are many videos in future which will help you a lot. So India Bulls is trading around 133.
If we look at it in a month, then in the last one month there has been a rise of about 10.30 percent here. It gained momentum from 120 rupees, broke down and then rose again. Now again we are seeing a slight decline here. If we look at it in a year, then in the last one year there is a decline of 42% here but if you see, it was continuously falling from 265 and reached close to 90 after that and if you look at the graph of three years, then in Covid also it had reached close to 90.
It had broken in one stroke earlier. Where did it come from? It broke from ₹300 in one stroke and reached 90. It bounced back from there and got a huge bounce. It reached close to 300 again and went above that, but then it kept falling and came back to 90 and from there it gained momentum, but in 3 years there is a decline of 70%.
If it goes a little further, the decline will become even bigger because it has broken down from the level of 10400. Indiabulls Housing Finance. One big news here is that recently 1000 crores have been raised through bonds. And let's see, any finance company needs to have enough cash so that it can run its business.
The news here is something like this that Indiabulls Housing Finance is going to open for public on this schedule on 5th September. It is going to open on 5th September and 1000 crores will be raised here. There is another news about Indiabulls Housing Finance and that is that they have increased the interest rates.
Congratulations. The home loan interest rates in India Finance have been increased by 25 points, so obviously, look, RBI has also congratulated. It's a similar thing, you'll see it here too. If you look at India Bulls Housing Finance, it's a mid-cap stock. It's a small company with a market cap of 6,312 crore rupees.
If you look at the volume, its volume is around 81 lakh. The biggest problem I'm seeing for the company right now is that both its revenue and profit are continuously declining. The company is declining more. The revenue of 2,320 crore rupees in the June 2021 quarter was 2,190 crore rupees in March and now it is 2,075 crore rupees in the June 2022 quarter.
Meaning, the revenue is gradually decreasing. If you look at the profit, there has been a profit of 250 crore rupees, which is less because earlier in the March quarter it was 360 crore rupees. So, profits are decreasing, revenues are also decreasing, and promoters are continuously selling their holdings gradually.
And the mutual fund is sitting as if I were saying, " Brother, we're out of here, now look." Team Mutual Fund's holding of 4.23% came down to 0.99, they sold a huge holding of 3.24%, their holding of 26.36% decreased to 25.04, who is buying, retail is buying here, if you see, the promoter's sale is not mortgaged, why would it be, the promoter also does not have much holding here, Indiabulls Housing Finance, if you look at the company, 100% people are saying, according to Mani Control User, there is no buy recommendation here, if you try to see, the promoter of the company is continuously selling, their revenue is continuously decreasing, the revenue of 17000 crores came down to 13000 crores, then ₹10000, then ₹9000, now it is going to be 8000 crores because the quarterly average is seen to be 2000 crores, now if you look at their profit also, that is also continuously decreasing, profit of 4000 crores Today it has reached 1200 crores, it may decrease a little more, I am not seeing any red flag of Ticket App, but if I take you towards dividend, it had paid dividend last year, this year but not yet, every time if you look, this company pays dividend at the beginning of the year itself, in 2020 it paid ₹6 in February, in 2021 they paid ₹9 in the first month, in 2022 it went to September but dividend has not come yet, from Indiabulls, if you look here, the PI of the company is quite attractive, 5.33, you can buy it cheap because the sector PI is of 21, but again I will say that I do not see it cheap at this level right now, it could have looked cheap if it was below ₹100, and I had also said this thing in many previous videos, 33% of the analysts are advising to buy, I do not agree with them If we talk, then see, the game happens here, every time in September 2021, the promoter had a holding of 21.69 and when the promoter sold a lot of his holdings in one go, then we were given the argument that if the promoter has sold, then what happened, those who have bought are big fund houses, there is a big group like BlackRock and many other fund houses and the new Indiabulls 2.2 is being launched, all this was going on in the news channels, but even then I had made many videos and said that whatever the promoter has sold, that many big fund houses have not bought it, now see, today the promoter's holding has reached 21.69, 9, now on the other hand, it has reached 2.1 point, 27% of the holding of those files for which we were being given a lollipop has reached 25, which means all the big fund houses are selling, the promoters are also selling and what was being said that big fund houses are buying, it was some new buying, here they bought defrantly quantity, but what happened later, later others This fund house also did selling.
Who was buying here? The retail investors were buying. Details of the holding of 23.5% of investors are correct. When promoter Bob's holding was higher, how much is it today? Today it has become 38.36%. That means the 15% holding that was bought has been bought by retail investors and this is the reason why I am not giving that much preference to India Bulls right now because every big fund house and promoter is selling and exiting.
We are only getting the participation of retail investors here. And secondly, if you look at this company, both its revenue and profits are also decreasing. Earlier, Indiabulls Housing Finance was known for its dividend. This company used to pay dividend three to four times in the city. This company used to pay dividend in abundance.
This company has not paid dividend this year either. So these are the things and I think that look, good things can happen in the future, as they are priced at thousand crores and there are no buying opportunities there. The rest is your choice. I will do the video here. If you liked it then like and share it and if you want me to bring a video on LNT Finance or Muthoot Finance then definitely write LNT Finance Muthoot Finance in the comment of the video, please subscribe and you can also tell me what you think about India Bulls Housing Finance by writing in the comment, thank you.
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