Unitech

Market Cap!

Posted by : mny_matters

yes stocks has fallen by 60-80 percent and there is still expectation (rightly so) that it might fall some more. MORE so unitech is highly leveraged.

but i believe this is the sector which will give the best results in the years time. the key is the patience, just see these stock fall and monitor them closely. As the situation gets better after 1 year and global outlook becomes more stable, purchasing capacity of the user comes again (job security due to the stable global environment and decreased home loan rates ), home prices becomes more relevant and affordable from the currently exaggerated price.

india is still highly underowned in
I was reading a article (dont know the source) but it said that all the loss was gained by the market long back the situation on ground becomes stable as markets moves at least 6 months ahead.

i feel the company which ares sitting on the huge land bank but no t currently developing any projects will be a safe bet (i.e. non realty companies - look at patel engineering and godrej industries which hold inherent value of land as well as valuation of there core business). Patel engineering seems better bet in that sense . 280 is a good level for patel engineering.



BUT IN THE NEAR TERM MAYBE 6 MONTHS ON SHOULD KEEP THE PATIENCE AND JUST WAIT, WHO KNOW U WILL GET THE PRICE LIKE 75-80.

Market Cap!

Posted by : mny_matters

yes stocks has fallen by 60-80 percent and there is still expectation (rightly so) that it might fall some more. MORE so unitech is highly leveraged.

but i believe this is the sector which will give the best results in the years time. the key is the patience, just see these stock fall and monitor them closely. As the situation gets better after 1 year and global outlook becomes more stable, purchasing capacity of the user comes again (job security due to the stable global environment and decreased home loan rates ), home prices becomes more relevant and affordable from the currently exaggerated price.

india is still highly underowned in
I was reading a article (dont know the source) but it said that all the loss was gained by the market long back the situation on ground becomes stable as markets moves at least 6 months ahead.

i feel the company which ares sitting on the huge land bank but no t currently developing any projects will be a safe bet (i.e. non realty companies - look at patel engineering and godrej industries which hold inherent value of land as well as valuation of there core business). Patel engineering seems better bet in that sense . 280 is a good level for patel engineering.



BUT IN THE NEAR TERM MAYBE 6 MONTHS ON SHOULD KEEP THE PATIENCE AND JUST WAIT, WHO KNOW U WILL GET THE PRICE LIKE 75-80.

Support-Resistance LEVELS for MONDAY !

Posted by : chchch

my_money, The problem is slowly creeping into residential properties also. In Dehi Dwarka, brokers are not getting even enquiries for purchase of flats for the last one month. Further, the sellers are ready to dispose of flats at rates atleast 10% less than they were ready just a month back. Some brokers in the area, who never dealt with rental business, are forced to do the same just to keep themselves busy and recover their monthly expenditure. They say that after Diwali, things may even get worse.

Market Cap!

Posted by : vkk43

I do fully agree with you.

Market Cap!

Posted by : mny_matters

reality stocks has taken the beating more than in the real market. prices in the market is still holding by the realtors and may be after diwali the prices will plummet and so the decline in the profit margin of the companies.

there is still some decline left in the reality stocks.

Market Cap!

Posted by : TRUETALK

You may call me anything but that won`t change the reality in realty sector. The writing is on the wall. If you don`t want to read its your loss not mine.

Why don`t you have the courage and write with your ID. You always write as `Guest`.

Market Cap!

Posted by : Guest

Hi Lietalk!

Dont write crap. \\\\

Support-Resistance LEVELS for MONDAY !

Posted by : my_money

dear,

let me give you few information ...
A) IT companies have almost stopped the extension plan, so many commercial spaces are available in Bangalore...
B) Incidentally I got opportunity to talk to pvt money lenders and a banker.. both of them were worried about the payment from Builders.. these builders had lot of black money so lenders provided them loan.. but end users are not buying now and there is no rotation of money... soon these builders will become desperate to sell their properties.. that will form the bottom of the realty market.. it is yet to come...

however, I am not sure of the DLF or Unitech.. I am talking about whole realty market...

regards,

Support-Resistance LEVELS for MONDAY !

Posted by : Guest

this is normal practice in bearmarket all negatives r highlited but realestate sector in india still not as bad as america or others demand here is huge some caution taken by banks is taken negativelly but tilldate nothing is so serius margin call by banks or brokerage is due to over ownership by retail traders this is good time to invest in realty shares there may be some more pain left but not much as we think market is also oversold for nearterm