REAL ESTAT STOCKS
NAREDCO pitches for raising tax exemption limit on home loan interest to Rs 5 lakh in Union Budget 2024
Realtors' body NAREDCO suggests raising the tax exemption on self-occupied property loan interest from Rs 2 lakh to Rs 5 lakh in the upcoming budget to boost housing demand amid rising prices and mortgage rates. Additionally, builders seek tax incentives to stimulate affordable home demand and supply, proposing various policy adjustments to support the real estate sector
Over 65% office buildings are green-certified in India
65% of Grade A office space in top 7 Indian cities is green-certified, led by LEED and IGBC. Real estate, a major carbon emitter, is driven by the 2070 net-zero target. Southern cities dominate, with Kolkata and Pune showing varied certification. Developers prioritize international occupiers, earning premiums. Sustainability in real estate reflects growing developer investment.
Signature Global to launch housing projects worth Rs 13,000 cr by March next year: CMD Pradeep Aggarwal
Realty firm Signature Global plans to launch multiple housing projects worth Rs 13,000 crore by March next year to meet strong demand. The Gurugram-based developer aims to invest Rs 2,500 crore in construction activities this fiscal year and achieve sales bookings of Rs 10,000 crore for 2024-25. With a focus on timely project delivery, the company is also eyeing expansion into Noida and Delhi markets in the coming years.
Simple moat is good enough reason : 5 large cap stocks from different sector with right ratio matrix and upside potential of upto 38%
There are many textbook definitions of the word “ moat”. But what it means in simple terms is that there has to be something in a business and the management which makes it different from others and also helps it grow faster and more importantly on a sustained basis. It is not a very complicated thing, just a look at some basic numbers, a look at what the company management had said 5 years ago, whether it has been achieved or not. For example, in sectors where the debt is normally high because of the nature of business, a company which has been able to grow while keeping debt at a lower level is positive and is surely a moat, while if one goes by strict textbook definition of moat it might not fit it.
Crisis & fears - What are the main obstacles to Chinese growth?
China's leadership tackles economic challenges including weak consumption, 14.2% youth unemployment, property crisis, local debt, export pressures, and falling foreign investment. Financial pressures, asset shortages, and currency depreciation risks, deflation fears are key concerns affecting the economy's recovery and overall stability.
China consumer prices inch up but deflation pressure lingers
In June, China's consumer prices rose slightly by 0.2% year-on-year, marking the fifth consecutive month near zero, highlighting ongoing deflationary challenges hindering economic recovery. Meanwhile, factory-gate prices remained in deflation, declining 0.8% year-on-year. Economic disparities persist with manufacturing showing resilience amid weak consumer spending due to a real estate downturn and job market struggles. The risk of prolonged deflation poses concerns, potentially dampening consumption and business activity unless domestic demand rebounds significantly. Policymakers may consider monetary easing measures to stimulate growth, pending global economic developments and domestic conditions.
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Bengaluru office stock set to touch 330-340 mn. sq. ft. by 2030, highest in India
Bengaluru, leading India's office space to 330-340 million sq. ft. by 2030, shows a 41% GCC leasing share. Main areas include ORR, Whitefield, and North Bengaluru, with 15-16 mn sq. ft. annual absorption and competitive rents. The city’s ease of doing business and sector diversification like retail and aerospace boost its growth.
Retailers focusing on main streets for new store opening
According to Cushman & Wakefield, the continued dominance of main street retail leasing is owing to limited new mall openings and a strong demand for high-quality retail spaces.
Pankaj Pandey on 3 stocks to bet on from pharma sector
We have been very selective in terms of chasing stocks because our sense is that you need to see stocks for a considerable period of time before we recommend. IREDA is what we have sort of recommended because our sense is that this one PSU AAA rated can deliver 30% kind of AUM growth while valuations are on a higher side, but we like the opportunity size.
Pankaj Pandey on 2 sectors that are likely to see strong Q1 earnings
Raymond specifically, we do not have a coverage. But I think you have very few stocks which can be bought at current levels in real estate given the price appreciation a lot of these stocks have seen. So, some bit of a time correction or price correction is what we are waiting for.
Raymond approves demerger of real estate business, to list on exchanges separately
Raymond Ltd has approved the demerger of its real estate business into Raymond Realty Ltd following the recent composite scheme of arrangement and restructuring involving the demerger of its lifestyle business and the amalgamation of its consumer trading arm, paving way for a more focused and streamlined corporate structure.
FPIs lap up realty stocks amid low inventories, sustained demand scenario
The increase in the weight of the sector can be attributed to capital appreciation and steady inflow of overseas funds. The Nifty Realty index has outperformed the benchmark Nifty 50 by 32% year-to-date.
Sit & take the ride; don’t be too impatient to get off the real estate train: Anshul Saigal
If you are a safe investor and do not like volatility, then clearly the high-quality private banking space is well-suited for you the reason being that some of those private sector banks have also not performed in recent times and price action has been adverse, says Anshul Saigal of Saigal Capital.
Haryana government’s policy on fourth floor to keep the realty price in check
The Haryana government's decision to allow construction of stilt plus four floors in residential sectors is set to boost housing demand in Gurgaon and curb soaring prices, experts say. The move, following a ban on fourth-floor construction last year, will provide opportunities for homebuyers and developers, leading to increased supply in high-demand areas like Gurgaon, benefiting both the real estate market and aspiring homeowners.
Investing in commercial real estate: How to earn attractive regular income by investing in commercial real estate via fractional ownership platform
As fractional ownership gains traction and becomes increasingly popular, retail investors must run a few checks before investing in CRE assets via this route. Here are some factors that one must consider.
Sector-wise fundamental analysis of Indian stocks after elections
Investing in quality companies and adopting a long-term SIP approach can maximize benefits in India's growth journey towards a $10 trillion economy through essential infrastructure development.
Real estate growth strongest in greater Mumbai region, says Mahantesh Sabarad
The Mumbai real estate sector, particularly in the greater MMR region like Thane, has thrived in the past two years, outpacing traditional growth markets. Companies like Raymond, Oberoi Realty, and Godrej, with investments in this area, are poised for strong performance amidst upcoming metro projects.
Quant Mutual Fund added 27 stocks to its portfolio in May. Do you own any?
Quant Mutual Fund is under Sebi inquiry for suspected front-running, leading to search and seizure operations in Mumbai and Hyderabad.
Market Trading Guide: Indiabulls Real Estate, Chalet Hotels among 5 stock recommendations for Friday
Benchmark equity indices Sensex and Nifty soared to new lifetime highs on Thursday, fuelled by intense buying in market heavyweights Reliance, ICICI Bank and HDFC Bank amid a recent surge in foreign capital inflows. Besides, stable global crude prices extended support to capital markets amid investors looking for fresh triggers, traders said. The 30-share BSE Sensex climbed 141 points to settle at a new closing peak of 77,479. The NSE Nifty rose 51 points to end at its fresh closing high of 23,567. "Nifty rose mildly after a volatile session. It formed another long-legged Doji forming a sideways pattern. Nifty could now stay in the 23,413-23,664 band for the near term," said Deepak Jasani, Head of Retail Research at HDFC Securities,
Low unsold housing stock makes room to absorb slower pre-sales growth
The tier I residential real estate inventory in India's top eight cities remains manageable, with a quarter-to-sales ratio of 11, lower than the six-year high of 13. Pune and Bengaluru have favorable unsold stock levels, while Mumbai and Chennai face high inventory build-up. Despite strong pre-sales and housing launches in FY24, the absorption rate remains comfortable. Pre-sales for tier-1 players grew 71% on-year in March. Collections increased by 29%, although leverage remains high. The gross debt to collections ratio slightly rose to 2.4x in FY24.
Residential real estate sales cross 1 billion sq ft mark; Kotak Institutional Equities reveals 3 top picks
The domestic brokerage said the stock rally is a sign of the underlying business performance. The valuations for most residential real estate stocks stand at 7-12X adjusted EV/EBITDA (FY2026E) --- the higher end of their past trading range. This speaks of a changing investor interest.
2 bank stocks Hemant Shah is bullish on for near term
Specifically in largecap sectors, we are focused on the telecom space per se and in the midcaps, we believe in visibility, validation and valuation. So, where valuation comfort is there, we have invested; where there is visibility, we have invested. And if you ask me, we have also invested in few PSUs, though the valuations are not at all cheap nowadays, but still we have been holding it since we have entered at a good price and a good time.
Deposits in the time of MFs, real estate
Banks are seeking innovative solutions to rebalance their credit-deposit ratio, with RBI suggesting a review of business strategies. Credit growth is expected to slow down, impacting banks' loan-deposit ratios.
Should you buy REITs when multibagger realty stocks seem unstoppable?
Experts recommend considering REITs alongside multibagger realty stocks due to rising demand for office space. SEBI's regulations have made REITs more accessible to retail investors, boosting market liquidity.
Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta Madhusudan
Chinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical and opportunistic.
Somany Ceramics is this week's top stock; why analysts are bullish
With a wide distribution network and strong brand value, Somany is well-positioned to gain from the buoyant prospects of the sanitaryware industry.
Mall developers see opportunity in tier 2 cities
Brands include H&M, Marks & Spencer, GAP and Tasva set up shop in cities like Indore, Mangalore, Patna, Ranchi, Mysore, and Coimbatore, according to data from real estate consultancy CBRE.
Unsold housing inventory dips by 57% in NCR in five years
Residential real estate upcycle aids NCR, slashing unsold stock by 57% in 5 years, topping nationwide improvement. Southern cities saw moderate declines. Controlled supply boosts NCR's success, buoyed by renewed buyer confidence and regulatory reforms. Gurgaon and Greater Noida lead reductions. Luxury segment drives demand, signaling further project surge.
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