asset quality

[Stock Note] – SRG Housing…fast expanding Rural Housing Finance company

Hello Sir, Hope you are doing well. Recently, I was going through the details on SRG Housing Finance. The company primarily focuses on rural and semi-urban housing finance. Source: SRG Housing Presentation   Company’s AUM has crossed Rs 500 crore + and the management is targeting Rs 750 crore + AUM for FY 25. Below, we have shared notes from the Investor presentation and Q2 FY 24 con-call of the company. Hope you find the details useful for your own investments…

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[Stock notes] – Repco Home Finance…scripting a turnaround?

Hello Sir, Hope you are doing well. Remember, in 2017-18, housing finance stocks were all the rage. Repco Home Finance too was quite famous then and was frequently quoted about on various business channels. However, the stock peaked out around Rs 900 in June 2017 and went as low as 90 in May 2020. Since then, the stock has recovered to around current levels of 460 and the business is also showing signs of turnaround. Mr. K Swaminathan took over the…

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