Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Manappuram and MFIs

with 13 comments

Expect all of them to show 50%+ growth in Market price in next 12 months.

Disc: Invested 

Written by amitdipsite

November 10, 2016 at 6:08 pm

Posted in Uncategorized

13 Responses

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  1. Amitji
    What if the next tightening of noose is on gold hoarding?

    mg108

    November 11, 2016 at 6:12 am

    • Gold is global, Indian Govt cannot do much except higher import duty. Govt. Has already tightened noose over Gold since 2014 and it has gone up in price and low on import volumes

      amitdipsite

      November 11, 2016 at 6:04 pm

  2. Sir any change in view after todays correction? Why is Safir bhai saying he sold NBFC’s on twitter?

    Abhishek

    November 11, 2016 at 11:44 am

    • No idea about Safir, I bought all MFIs yesterday, including Manappuram, Both Muthoot, NBFCs like REC, PFS, all of them more, 20 days of pain 5 years of gain🙂

      amitdipsite

      November 11, 2016 at 6:01 pm

      • Appreciate your reply Amit sir. What’s your view on mfi? Rbi not coming in with dispensation is worrying😦

        Abhishek Rathi

        November 11, 2016 at 6:04 pm

        • It will be over in 20 days to 1 month. MFI will go online on e-wallet, their competitors are wiped out now, their costs will be lower now after e- wallet, so one quarter results will be bad. But less or no competition from in organised sector in 2017.

          amitdipsite

          November 11, 2016 at 6:13 pm

  3. Sir apart from manappuram which MFIs u like most for portfolio building….thanks

    niravkaria

    November 11, 2016 at 6:37 pm

  4. Sir, heard abt earthquake. Hope you are safe and healthy..
    One question on recent development- Out of whole set of mfi and nbfc which one should accmulate if one is taking fresh entry all together. What’s ur view on power mech. Undervalued, doing reasonably well, eq holding also distributed well. Thanks.

    yogeshbhanushali

    November 14, 2016 at 5:25 pm

    • Yogesh, Big 5 MFIs will definitely survive, so buy in 2-4 months, after dust settles, Thanks

      amitdipsite

      November 14, 2016 at 7:16 pm

      • Thanks for reply. Sir any view on Power Mech industries. Undervalued, doing reasonably well, eq holding also distributed well. Thanks.

        yogeshbhanushali

        November 15, 2016 at 12:16 am

  5. Have a look at Nahar Capital and kothari products trading below book value and trading at PE of 5 and 10 respectively and close to 300 in B/V in case of Nahar Capital. It is an Investment company with holding’s in lot of companies.

    Aaki

    November 16, 2016 at 4:14 am


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