Monday, 15 August 2016

Equitas Holding :Exploring opportunities between Digital Linking & Huge Untapped Demand for microfinance : CMP : 174.50 dated 15/8/2016

Equitas Holding :(Exploring opportunities between Digital Linking & Huge Untapped Demand for micro finance


Rasmeet XFV factor on Equitas

X: 4th largest MFI (Micro Finance Industry ) in India & first SFB (Small finance Bank) to come with an IPO, one of the most diversified SFB with presence MFI, Use Commercial vehicle finance, MSE finance and Housing Finance

F: Each segment provided huge opportunity as India embarks journey of growth & prosperity, with Aadhar providing digital way to connect with people who require micro finance, regulation from RBI further provides the base on which this multiyear story will unfold in coming years, Management focus on technology & risk management will b the  key differential from other MF Companies.

V: Right now trading at 27 PE of FY 17 Expect earning, , so little bit expensive but buying on every dip as this is multi year story