Tuesday, 25 October 2016

Re: {LONGTERMINVESTORS} HDFC..New thread..

HDFC shed 1.06% ahead of its Q2 results today,

On Mon, Sep 26, 2016 at 9:46 AM, Mehak Choksi <mehakchoksi@gmail.com> wrote:
 CLSA ON HDFC: 

* Maintain buy, target at `1650
* India's mortgage market attractive given favourable demographics, low mortgage penetration
* Support from regulators should support demand and funding for financiers
* Co's growth should pick-up with normalisation of selldowns to HDFC Bank
* On funding side, fall in wholesale rates, favourable regulations can support topline growth
* Expect uptick in topline and healthy ROEs to support compounding of book

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CA. Rajesh Desai

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