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| | Fincare Business Services Ltd
Fincare
Business Services Limited (FBSL) is a holding company of Fincare Small
Finance Bank. Fincare SFB is the 6th largest SFB in India, with an over
70% exposure to Microfinance loans. A merger between AU SFB and Fincare SFB (Subsidiary of FBSL) was recently announced. Through this calculated merger, the company's commitment to financial inclusion is strengthened and its offerings are diversified and expanded. Share exchange ratio fixed at 579 shares of AU SFB for 2,000 shares of Fincare SFB The parent company of Fincare SFB is Fincare Business Services; after the merger, FBSL's value per share will translate to Rs 116/sh. At the moment Fincare business services shares are available with Altius at a tentative rate of Rs 73/sh |
| | | | | HDB Financial Services Limited is an NBFC. The company operates through lending business and BPO services segments. Why you should invest in it? - HDFC Group Company – Majority (90%+) is held by HDFC Bank
- HDB vs Bajaj Finance
– While HDB and Bajaj Finance are in similar lines of business, the
Price to Book for Bajaj Finance is at 9x while HDB is at 4.8x
- IPO Ready
– Mr Puri (Ex-HDFC) had indicated that HDB is prepared to list, and it
is only a matter of time, with the right tail winds, they are expected
to list very soon
- Price Down from Peaks – HDB
had touched a high of 1200+ levels, pre covid, most of the pain points
for NBFCs are now resolved, and we expect the company to again soar in
the next couple of years
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| | STUDDS Accessories Ltd
Studds
Accessories today is the largest two-wheeler helmet manufacturer of the
world, diligently serving their customers with safety, style, and
comfort. Why you should invest in it? - Market Share: STUDDS has a market share of 25% in organized market.
- Product Portfolio – Overall portfolio comprises of more than 47 products with a total production capacity of 1.5 million per year.
- Studds Share price down from Rs.1900/sh to Rs.806/sh in the last six months
- At the moment, Studds is trading at a PE of 47X.
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| | Chennai Super Kings Ltd
The company owns and operates the cricket team IPL franchisee Chennai Super Kings and the sales of its merchandise. Why you should invest in it? - CSK share price will be approximately Rs.279.89/share at a valuation of $1.15 billion (by forbes), but at the moment CSK is being trading at around Rs.177/share (as of Dec’2023) at a valuation of $800 million.
- CSK is now only a 2nd team to score 100 Crore plus in Sponsorships Revenues for a single season (season 12).
- After the media rights sold for Rs.44075 Cr, then the top-line revenue can reach to Rs.500-600 Cr. (approx. 2X) and bottom-line revenue can go Rs.80 Cr. to Rs.300 Cr in the next one year.
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Top 4 Companies in Unlisted Space |
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