Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
IDFC
Investment Profile: Aggressive Horizon: 1-1.5 Yrs
Business summary IDFC was incorporated on January 30, 1997 in Chennai; it was set up on the recommendations of the 'Expert Group on Commercialization of Infrastructure Projects' under the Chairmanship of Rakesh Mohan. The company focuses on developing and leveraging its knowledge base in the infrastructure space to devise and provide appropriate financing solutions to their customers. The company's strong capitalization reflects the crucial role that it plays in infrastructure development. It provides financial assistance to various segments such as power, roads, and ports, telecommunications, Information Technology, Urban Infrastructure, Health care, education Infrastructure, food and agri business infrastructure, health care and tourism. IDFC provides financing through various routes such as Senior Debt-Financing through Debentures, Mezzanine products-Subscribing to preference capital or debts, proprietary equity, private equity, Debt Capital, are amongst its product offerings.
Rationale
Over the next five years, India would need billions of dollars in infrastructure to ensure that it is able to sustain its fast growing economy and the government alone cannot find this type of money. The notion that only government can and should provide all public infrastructure service has been gradually abandoned in India over the course of past decade. With private sector participation in telecom, roads, ports, civil aviation and airports leading visible improvements in service quality, time and cost, there is growing acknowledgement of the benefits that private sector bring to infrastructure sector. For an investor, there are numerous opportunities for being a part of this infrastructure growth momentum in the country. One could invest either directly in the infra players or through infra financing companies. The latter seems to be more promising as it provides the synergies of being in both infrastructure and financing. Meantime, it protects from the risks of infrastructure investment since is not a direct infra betting. Here comes the IDFC. IDFC has been a leading catalyst for providing private sector infrastructure development in India. The company, with its current cheaper valuation and strong business fundamentals, gives a clear investment avenue for the investing community. IDFC seems to be valued reasonably with our DCF model suggesting a value of Rs. 122 against the CMP of Rs. 102, which says the stock, is attractive in a long-term point of view. One could enter the stock at current levels as it, recently, has corrected drastically making the valuation to impressive levels.
see full list at
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
IDFC
Investment Profile: Aggressive Horizon: 1-1.5 Yrs
Business summary IDFC was incorporated on January 30, 1997 in Chennai; it was set up on the recommendations of the 'Expert Group on Commercialization of Infrastructure Projects' under the Chairmanship of Rakesh Mohan. The company focuses on developing and leveraging its knowledge base in the infrastructure space to devise and provide appropriate financing solutions to their customers. The company's strong capitalization reflects the crucial role that it plays in infrastructure development. It provides financial assistance to various segments such as power, roads, and ports, telecommunications, Information Technology, Urban Infrastructure, Health care, education Infrastructure, food and agri business infrastructure, health care and tourism. IDFC provides financing through various routes such as Senior Debt-Financing through Debentures, Mezzanine products-Subscribing to preference capital or debts, proprietary equity, private equity, Debt Capital, are amongst its product offerings.
Rationale
Over the next five years, India would need billions of dollars in infrastructure to ensure that it is able to sustain its fast growing economy and the government alone cannot find this type of money. The notion that only government can and should provide all public infrastructure service has been gradually abandoned in India over the course of past decade. With private sector participation in telecom, roads, ports, civil aviation and airports leading visible improvements in service quality, time and cost, there is growing acknowledgement of the benefits that private sector bring to infrastructure sector. For an investor, there are numerous opportunities for being a part of this infrastructure growth momentum in the country. One could invest either directly in the infra players or through infra financing companies. The latter seems to be more promising as it provides the synergies of being in both infrastructure and financing. Meantime, it protects from the risks of infrastructure investment since is not a direct infra betting. Here comes the IDFC. IDFC has been a leading catalyst for providing private sector infrastructure development in India. The company, with its current cheaper valuation and strong business fundamentals, gives a clear investment avenue for the investing community. IDFC seems to be valued reasonably with our DCF model suggesting a value of Rs. 122 against the CMP of Rs. 102, which says the stock, is attractive in a long-term point of view. One could enter the stock at current levels as it, recently, has corrected drastically making the valuation to impressive levels.
see full list at
No comments:
Post a Comment