Why Aavas and Home First have underperformed? Affordable housing the neglected theme

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  • Опубликовано: 9 июн 2024
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    Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented.
    Affordable Housing Finance India
    Aavas financiers fundamental analysis
    Home first fundamental analysis
    Why Aavas and Home First have underperformed? Affordable housing the neglected theme
    #sahilbhadviya #fundamentalanalysis #aavas #homefirst

Комментарии • 135

  • @SahilBhadviya
    @SahilBhadviya  25 дней назад +3

    Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

    • @AmitGupta-ok2wq
      @AmitGupta-ok2wq 25 дней назад +1

      Sahil can you research on the mining theme stocks related to Aluminium ( Hindalco, Nalco) , Copper, Zinc, Iron ore (NMDC) other metals ..this space now contributes to the ev theme and growing infrastructure. Not many influencers covers this space. Thought of highlighting

  • @sharmavikrant
    @sharmavikrant 24 дня назад +5

    what a coincidence ! Both Aavas and Homefirst are up today 🙂

  • @Christopherjazzz
    @Christopherjazzz 25 дней назад +5

    I have been investing in Aavas from 1390 onwards. Currently have significant positions. This is a long term bet.

  • @prithwinrapaka5862
    @prithwinrapaka5862 25 дней назад +8

    I think aavas is a great long term investment opportunity. This sector has a long run ahead of it, with lot of tailwinds. Especially a country like india with growing population and improving per capita income. I feel the risk is also very low in this sector because of small loan ticket size and secured loans backed by homes as collateral. 😊

  • @manojkumarpv5575
    @manojkumarpv5575 24 дня назад

    Thanks, Sahil, for the valuable insights.

  • @aryatagore4606
    @aryatagore4606 25 дней назад

    Thanks for info Sahil

  • @ashishpachange317
    @ashishpachange317 25 дней назад

    Good going Sahil, Thank you for your informative video

  • @krishnachagarlamudi9919
    @krishnachagarlamudi9919 25 дней назад +2

    Thank you sir for your indepth analysis on 2 major housing sector stocks. Will look into it after some correction.

  • @skarteek2000
    @skarteek2000 24 дня назад

    Great video. Thank you 👍

  • @user-ld4xd8kw2n
    @user-ld4xd8kw2n 25 дней назад

    Thank you for your information

  • @rajeswariash1631
    @rajeswariash1631 24 дня назад

    Excellent analysis,,, thanks sahil❤

  • @varehman
    @varehman 25 дней назад

    Hello Sahil , loved this episode , heard your analysis last year on this sector and benefited and stay invested in this sector , thank you

  • @travelunique1
    @travelunique1 25 дней назад

    Great analysis as always boss ❤

  • @vanisrij9928
    @vanisrij9928 24 дня назад

    Thank you for the informative video

  • @rajeshkumartiwari2941
    @rajeshkumartiwari2941 24 дня назад

    Excellent information

  • @kirananpat4580
    @kirananpat4580 25 дней назад +3

    What about canfinhome??

  • @chandrasekhar3852
    @chandrasekhar3852 24 дня назад

    Hi Sahil ji -
    Please suggest it's a good time to accumulate Delhivery?

  • @subhammishra3
    @subhammishra3 24 дня назад

    Hello sahil..u r doing great Job...want to know whether u existed mtar technology from ur portfolio

  • @magicshutters
    @magicshutters 25 дней назад

    My idea is to start slow accumulation till budget till and if it gets boosted. Else of no use.

  • @DeepakGupta-ew1zy
    @DeepakGupta-ew1zy 25 дней назад +1

    Today I m impressed

  • @ZenithPerformance
    @ZenithPerformance 25 дней назад +1

    Sir kindly do analysis of MISTHAN FOODS

  • @sanjaykanojia8783
    @sanjaykanojia8783 25 дней назад

    Thanks sir

  • @alokentrepreneur9645
    @alokentrepreneur9645 25 дней назад

    You should have seen India shelter finance.
    Recent IPO, fast growth, fairly valued and very high DII and FII holding.
    Only 5% free float.

  • @thespurslad
    @thespurslad 25 дней назад +4

    Invested in AAVAS at 1400 level. Already in 25% profit 🎉🎉
    Will add big quantity in homefirst at 800

    • @thespurslad
      @thespurslad 24 дня назад

      800 wali Train chali gyi 🐶

  • @vivsarda14
    @vivsarda14 25 дней назад +1

    Any thoughts also on aptus? As it has better metrics is the smallest player

    • @shivamgahoi
      @shivamgahoi 25 дней назад

      Best stock to hold, just look at the board of directors amazing

  • @saurabhgaanguly3696
    @saurabhgaanguly3696 23 дня назад

    Please make video on traxcn technologies,also about fii,dii investment,

  • @sreedaranramakrishnan5811
    @sreedaranramakrishnan5811 24 дня назад

    Nice video ❤

  • @sonujain3976
    @sonujain3976 25 дней назад +1

    Pls share your fundamental views on tamilnadu mercantile Bank bro .....m

  • @niftymaster777
    @niftymaster777 24 дня назад +2

    After video release stock surge 11% up

  • @aniketsawant2240
    @aniketsawant2240 25 дней назад

    Can you do analysis of small finance NBFCs like 5 star, MAS, etc?

  • @DineshLodha90
    @DineshLodha90 25 дней назад

    Thank you for such detailed analysis and informative videos.
    Bajaj Housing Finance IPO is soon to come, that could be a good add to this sector as a big brand name of BAJAJ is associated with it.
    Would like to hear your views as how Bajaj Housing Finance can mix in this housing finance sectorial discussion.

  • @abhinavcv3225
    @abhinavcv3225 25 дней назад +3

    Aavas is showing some strength

  • @suradhayakshsinghbansal4950
    @suradhayakshsinghbansal4950 22 дня назад

    How is NESCO for long term? It builds and rents commercial business space

  • @karthikeyanm2030
    @karthikeyanm2030 25 дней назад +2

    Holding Aptus ❤

  • @suvikvlogs1496
    @suvikvlogs1496 22 дня назад

    Plese make video on motilal oswal multi cap nfo

  • @anands8511
    @anands8511 11 дней назад

    Sahil, can you also please also compare Aadhaar Housing Finance and India Shelter with these?...they also seems promising

  • @Nidhi.pranchal
    @Nidhi.pranchal 19 дней назад

    Please analysis dabur share

  • @NandKishor-iy5ph
    @NandKishor-iy5ph 24 дня назад

    सर please make a one video on MUFTY because looking undervalued in consumer space .. But falling continue why?

  • @SubrataDas-kg1ey
    @SubrataDas-kg1ey 21 день назад

    Sir polyplex????

  • @deepakyadav-ly8os
    @deepakyadav-ly8os 24 дня назад

    Have 380 of Aavas @1580. Should i add more for the long term, or is it already surged a lot and not much upside left?

    • @professorofstocks
      @professorofstocks 24 дня назад

      there is still an upside left. but, Jumping in as of now may not be wise. one could wait for a retracement. its in 3rd wave, it might do gap ups for few days.

  • @Tirupatinaidus
    @Tirupatinaidus 24 дня назад

    Hii Sahil. Aadhar housing finance seems undervalued in this space compared to it's peers. Also in their latest concall they have mentioned that in the long run competition only between Aavaas and Aadhar housing finance. Can you please share your view on this company?

  • @nareshmoharkar
    @nareshmoharkar 24 дня назад

    What about LIC housing finance

  • @kaushikdas1833
    @kaushikdas1833 25 дней назад +1

    Hey sahil ! What's your view on Five Star Business Finance?

  • @subramanihv8318
    @subramanihv8318 24 дня назад

    I have invested in Aavas I'll keep adding more.

  • @sumitramchandani6249
    @sumitramchandani6249 25 дней назад +2

    Sharda motors 😮

  • @ghousesami4591
    @ghousesami4591 25 дней назад +2

    I will go with "Home first finance"

  • @mlordmatrix
    @mlordmatrix 24 дня назад

    What about aadhar housing finance?

  • @sathasivamr3887
    @sathasivamr3887 24 дня назад

    Fii & Dii buying why Stocks price Not Moving ???

  • @divijshah1229
    @divijshah1229 25 дней назад

    Indiabulls best option to play in housing sector

  • @sayanbarua6240
    @sayanbarua6240 2 дня назад

    WHY THE PROMOTER HOLDING IS COSTANTLY DECREASING ??

  • @gauravdabur
    @gauravdabur 2 дня назад

    @sahil : There's latest news about 26% stake sale being planned by the promoters(Kedaara Capital and Partners Group) in Aavas. Will it cause Aavas stock price to falls in coming weeks? Please share your insights.

  • @padakisagar
    @padakisagar 18 дней назад

    Thanks for the analysis..Please cover risks to business also in sufficient detail otherwise it seems like u r only pushing ur viewers to buy the stocks

  • @ganpatsingh6658
    @ganpatsingh6658 25 дней назад

    Jai hind sir
    Plz do spare some time to make video on jeena sikho lifecare

  • @sonujain3976
    @sonujain3976 25 дней назад +4

    Why aadhar housing finance excluded ?

  • @karthekeyansubramanian.v3489
    @karthekeyansubramanian.v3489 25 дней назад

    ❤❤❤

  • @raporajesh4260
    @raporajesh4260 24 дня назад

    Repco ???

  • @ramakrishnapothuraju9788
    @ramakrishnapothuraju9788 25 дней назад +1

    Thank you sahil what about Lic and Pnb housing finance

    • @PlasticSquare
      @PlasticSquare 25 дней назад

      They are housing finance company not affordable housing finance company

    • @ramakrishnapothuraju9788
      @ramakrishnapothuraju9788 24 дня назад

      Thank you very much for your reply

    • @PlasticSquare
      @PlasticSquare 24 дня назад

      @@ramakrishnapothuraju9788 both LIC housing and PNB housing are financially good.

    • @saikat_saha_
      @saikat_saha_ 20 дней назад

      What is the difference? If possible please explain bro ..​@@PlasticSquare

    • @PlasticSquare
      @PlasticSquare 20 дней назад

      @@saikat_saha_ Affordable housing companies target people with very low income and help them renovate or buy their first house. Loan amount is low and there is higher risk of default. PNB housing, LIC Housing, CanFin, Hudco give most of their loan to salaried individuals and people with decent income.

  • @vipuljasani4315
    @vipuljasani4315 25 дней назад +2

    Affordable housing is a big myth and it works in favour of Builders.
    In India, irrespective of which party rules, housing can never be affordable due to
    1. Black Money
    2. Speculation as Govt promotes it by allowing rich to buy and hoard the properties for long till actual buyer frustrates and pay higher price.
    3. On top of it, Govt gives tax benefits so that Bank and finance companies earn.
    Mera Bharat Mahan

    • @jayakishore565
      @jayakishore565 24 дня назад

      Here for stock news . If you wanna say a political statement this is not the channel I guess

    • @sathasivamr3887
      @sathasivamr3887 24 дня назад

      Rightly Said

    • @saravanaprabu8475
      @saravanaprabu8475 24 дня назад

      It's not politics its fundamentals but however the comment generalized from metro city case ​@@jayakishore565

  • @myYtScienceTech
    @myYtScienceTech 25 дней назад

    Aptus value better, cheapest respecting to its heights profit margin and growth

  • @VLSExpress
    @VLSExpress 17 дней назад

    Today I have entered both stocks

  • @chandrasekhar3852
    @chandrasekhar3852 24 дня назад

    Good morning Sahil ji...
    One thing I have observed always after your fundamental analysis stock will move upwards, now both Aavas n hope first up by 8%.
    Any magic😅...
    Thanks😊

    • @SahilBhadviya
      @SahilBhadviya  24 дня назад

      Good morning. I wish i knew the secret. If that was the case, i’d have made crazy amt of money 😄 as well as my channel community members

    • @chandrasekhar3852
      @chandrasekhar3852 24 дня назад

      😊😊... Thanks for the reply.

    • @ShreyasSabarinath
      @ShreyasSabarinath 24 дня назад

      @@SahilBhadviyaSo true I remember wanting to buy DIXON technologies after watching your video, but the very next week it went high and even hit an upper circuit from then I am not able to catch it.

  • @nareshmoharkar
    @nareshmoharkar 24 дня назад

    I own aavas

  • @logeshwarans5537
    @logeshwarans5537 24 дня назад

    Aavas is up 8.5% today

  • @vashishthnipun6088
    @vashishthnipun6088 24 дня назад

    Le Life Insurance Sector : Hold my beer

  • @sandeepgunjal9581
    @sandeepgunjal9581 23 дня назад

    Do you mean there is a trend of derating to these companies?

  • @fradiedsouza8279
    @fradiedsouza8279 24 дня назад

    Repco Home finance

  • @anoopkrishna09
    @anoopkrishna09 25 дней назад

    Debt is high for avas financiers
    Avas financiers public holding too high

  • @dhanajimohite2649
    @dhanajimohite2649 25 дней назад

    Apka mangal ho

  • @sidduBiradar18
    @sidduBiradar18 25 дней назад +1

    First 👍

  • @Pilot_747
    @Pilot_747 25 дней назад +20

    Today I sold my holding in Aavas (400 shares) …. Exited completely.

    • @nickoutfits
      @nickoutfits 25 дней назад +12

      Today i bought 500 share of aavas haha😂

    • @yadav4446
      @yadav4446 25 дней назад +3

      Its a great stock .Great future

    • @AKM_828
      @AKM_828 25 дней назад +2

      I am still holding

    • @yadav4446
      @yadav4446 25 дней назад

      @@AKM_828 Me too

    • @ConceptualBaba
      @ConceptualBaba 25 дней назад +2

      I'm holding at the levels of ₹1471/share .

  • @girishguptha257
    @girishguptha257 23 дня назад

    Aavas

  • @DeepakGupta-ew1zy
    @DeepakGupta-ew1zy 25 дней назад +4

    2nd😅

  • @YS-xo1yn
    @YS-xo1yn 23 дня назад

    Why are you just increasing the per month cost of your intelligent investor subscription ? 😔

    • @SahilBhadviya
      @SahilBhadviya  23 дня назад

      Not increased a single rupee since inception

  • @KetanNagre
    @KetanNagre 23 дня назад

    ❌❌❌ Sahil Be Careful ❌❌❌
    Whenever you upload video about a particular stock, it shoots up It happened with EIDParry, Avas, Hffc in recent times and previously too as per my observations.

  • @Tanuu_Verma456
    @Tanuu_Verma456 25 дней назад +7

    I'm favoured financially, Thank you. $32,000 weekly profit regardless of how bad it gets on the economy.

    • @Sudhanshutrive
      @Sudhanshutrive 25 дней назад +2

      I agree with you

    • @Sudhanshutrive
      @Sudhanshutrive 25 дней назад +2

      I am not here to talk to about her, but to testify to something that l am confident and that I am suI agree with youI agree with youre she is the best option ever.

    • @Neha_Jaiswal760
      @Neha_Jaiswal760 25 дней назад +1

      Thank you all for your testimonies, it helped me a lot, I thought it was no real, but now I will bravely testify, the strategies are excellent. Last week's trade was very good

    • @RuchiNirmalkar
      @RuchiNirmalkar 25 дней назад +1

      This mis Britney must be good, Please how do I start up with here?

    • @Gopal.Chandra48474
      @Gopal.Chandra48474 25 дней назад +4

      SHE IS ON TELEGRAMs

  • @ningeshguddooru3266
    @ningeshguddooru3266 25 дней назад +1

    FIVESTAR BUSINESS FINANCE LTD BEST BEST BEST COMPANY ❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️