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Housing Stocks That Fulfill Every Investor's Dream | In Attractive Valuation? | Money Purse

Original: ప్రతి Investor కల నెరవేర్చే Housing Stocks | In Attractive Valuation ? | Money Purse

177.8K views · Oct 05, 2024 · 28:53 min · Watch on YouTube ↗
Takeaway

Housing Finance Companies offer attractive valuations and structural tailwinds, but investors must screen out names with heavy developer-loan exposure.

Summary

  • Only 3 of 10 BankBazaar users have a strong CIBIL score, so Housing Finance Companies (HFCs) serve borrowers banks reject - a structural growth driver.
  • Most HFCs have not crossed their 2018 peaks (except Can Fin Homes), making valuations look attractive vs an over-heated infra/defence sector.
  • Growth tailwinds: interest rate cycle reversal, urbanisation expected at 37% by FY25, and a 10 crore housing shortage from FY22 survey.
  • CRISIL projects HFCs to grow at 21% CAGR FY24-FY27; the 2018 collapse came from HFCs lending too much to real estate developers - watch loan-book mix.
housing-financevaluationsectoral
Original description
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Thanks for watching..
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What is in for you?
00:00 Introduction
00:59 2 Key Reasons to look in this theme
03:13 The Factors that supporting the growth of the theme
05:56 The impact and the corrections in the theme
09:46 The segregation of the theme
10:32 Category 1 Stocks
20:38 Category 2 Stocks