BQ Prime's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BQ Prime's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Dolat Capital Report
With a large unmet housing demand in the low-income segment, we believe growth of 20-30% across players should not be a challenge.
Credit costs through Covid-19 at 40 basis points have held far superior to other segments, including that for large housing finance companies (over 70 bps), establishing credibility in lending to the underbanked customers.
We believe that soft bucket delinquencies should be seen in tandem with moratorium given out to borrowers. Also, we ran a standard borrower across these HFCs, and came out with interesting insights into the customer segmentation.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
Essential Business Intelligence, Continuous LIVE TV, Sharp Market Insights, Practical Personal Finance Advice and Latest Stories — On NDTV Profit.