저자: 미상 · 외국인
요약 보기
인디아불스 하우징 파이낸스(Indiabulls Housing Finance) 주가가 1년간 40% 이상 하락하고 최근 고점 대비 크게 조정받은 상황을 분석하며, 현 시점 매수 기회로 보기 어렵다는 입장. 주가는 1년 전 약 265루피에서 90루피 부근까지 하락했고, 3년 차트상으로도 지속 하락 흐름이라고 설명. 매출은 전년 6월 분기 대비 감소 추세이며, 실적 악화가 이어지는 점이 우려 요인으로 지적됨. 이익도 지속 감소 중. 2013~2018년 기업지배구조 관련 의혹, 내부고발, 소송 등 리스크가 언급됨. 프로모터 지분 매도가 지속되고 있으며, 기관(블랙록 등) 매수 기대와 달리 실제로는 매도 흐름이라는 주장. 개인 투자자 보유 비중은 증가했다고 언급. 결론적으로 매출 회복 및 긍정적 뉴스가 나오기 전까지는 기준 매수 기회가 아니라는 입장. 라케시 준준왈라가 과거 보유했으나 이후 대부분 매도했다는 언급. 발언자는 본인 보유분 절반을 매도했고 나머지는 보유 중이라고 밝힘. 뭄바이 소재 Muthoot Finance 등 다른 금융주가 대안으로 언급됨. 전반적으로 신중·부정적 관점.
다듬은 글
Hello Hello, today is 24th August and today in this video we are going to talk about India Bulls Housing Finance, this is the city of distortion rupee had gone below ₹100, later a huge Bhosale has definitely been shown in it but this is a company which has shown a huge correction, it has fallen by 90%, it is necessary to talk in this city that opportunities are being created and where is the need to be careful, because a lot of videos are needed, if we see, in the last month the subscribers reached 133, there has been a huge pace, hence if we talk about the last one year, there is a decline of more than 40% in the last one year, from ₹265 continuously to ₹90, from there a huge bomb was shown in that bag, the market was also not good, there has been a good rise here also but this is a very big rise and there is also a need to be careful here because if you look at the graph of three years If you look at it, this is what is seen in between, so a small decline was seen gradually, it broke earlier also, it broke, it broke, it broke, this is not an occasion to buy in the past year, there will be chances of consolidation here soon, there is an opportunity of one minute, it is around 6190 crores, its market cap volume, if we talk about it, even a volume of around one crore can be seen, cities are trending in a huge quantity and if we talk about India vs, then the data here is not available in the last ten years, but from 2013 till 2018, the situation deteriorated, it got scattered in one stroke, many allegations were made against them, many allegations of corporate governance were made against them and after that the situation kept getting worse, many court cases were also filed against them, many applications were filed by whistle blowers, if we look at them here, the problem of the company here is also this There is a continuous decline in both the revenue and profit of the company, especially in the revenue, which was ₹320 crore in the June quarter of last year, it will be less in March, ₹190 crore in March and now in June it is ₹2075 crore and so their revenue is continuously decreasing and this is not a good sign brother, the profit may be ₹ 250 crore but the revenue is continuously decreasing quarter by quarter, this is definitely a matter of concern for this company and for the second time the promoters are continuously selling, here the promoters had done a big sale in one stroke, that is why it was given to allergy that a big group like Black is buying here, but later you will observe the chart profile from then till today, they have been continuously selling, here if we talk about India Bulls, then according to control 400 will be appointed in India, it goes a little higher, from here I do not agree with the appointment of buying, if you look at it then Employee 17 Click on June, they have 60 subscribers here, if you see, the thousand crores which is 13000 crores, 10,000 crores, 9000 crores quarterly, ₹2000 investment thousand crores annually, so this graph is continuously going downwards, if we talk about profits here, profits are also continuously decreasing and this condition definitely cannot ride it, on the other hand, if we see, there is no opportunity to buy, how to setup is of 2018, Ghughu is seen, it is continuously cheap but it is not cheap, okay, even though St.
Andrews is talking about buying at 30, but there is no opportunity to buy here at this level right now and here as I have discussed many times before in the holding price, that there is 98100 holding which used to be 16 per cent earlier and when the promoter holding sound decreased, then the expectation was also that big people are buying, but if you look at the real situation, it was six years ago, then it is four, okay now So there are a lot of 9000 shares sold, so who bought it, the retail investor's holding of 23.00 increased to 3830, 6%, 15 button clicks, a large quantity of buying has been given by investors here and this is the reason why subscribe, see what is being said is not completely true that buying is happening, 2.2 or 3.2 is not going to start again, you may see both of them here in between, but still according to me I would not trust it, it is not visible in the company and there are many good and better ones available and I would like to use it, where Muthoot Finance has not done well and that is because there is no money, other sense is not possible there, but if there is a decline of ten to fifteen percent from the level at which it is, then buying opportunities can also be seen there, so those will be the companies which according to me will be in focus, India's problem in vegetables, here is that the company has a problem, okay and the problem is that the company's revenue is continuously If they are collapsing, then it is definitely one of the biggest major pensions.
If the company starts earning good revenue again and some other good news comes out, then definitely I can think about it. But for now, India Bulls is not a reference buying opportunity. Rakesh ji had also bought India Bulls here, but in the very next quarter he sold Adi Holding. Okay, it was a very good matter of luck.
He sold Adi Holding in the same quarter. We all know that when Rakesh buys, he would fold a good company for the long term, but I did not do that. In the case of India Bulls, I sold half the holding in the first quarter and am still folding the remaining quantity. Although he is from this world, still whatever management is there, they should handle it.
Or else, according to me, Lindex does not seem to be that good a company right now at the price it is and Richd To Reassure also does not seem that favorable, so if we award it, it will be in profit. If you liked this video, then I will like, share and share it. If it is the first time, please subscribe and India Bulls has talked about it. You can tell me what you think by writing in the comments. Thank you too.
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