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Can Fin Homes - Target 1000, 18% upside from Current Levels

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 Can Fin Homes - Target 1000 - Upside 18.5% from Current Levels CanFin Homes delivered a steady performance in Q2FY26, reporting 18.9% YoY growth in PAT to ₹251 crore, supported by a 19% jump in NII (Net interest income) and improved NIM (Net Interest Margin) at 4%. The AUM (Asset under management) grew 8.4% YoY to ₹39,657 crore despite higher prepayments. Asset quality held firm with GNPA (Gross Non-performing assets) at 0.94%, while management reiterated its FY26 guidance of ₹10,000–10,500 crore disbursements and 12–13% AUM growth. ICICI Securities maintained its Buy rating with a revised target price of ₹1,000, valuing the company at ~1.9x FY27E BV (Book Value). Positives Strong earnings momentum with 19% YoY NII growth and resilient profitability. Margins improved to 4%, supported by lower borrowing costs and improved spreads. Asset quality remains robust with GNPA <1% and minimal credit costs. Confident management outlook, reiterating FY26 disbursement and margin guida...

NIFTY next week, Deal of the week, Market Outlook

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NIFTY Update NIFTY extended its winning streak for the third straight week, this time backed by robust trading volumes signaling strong market participation. The index finally broke past the 25,650 mark, reclaiming a key level last seen in June, and reinforcing the ongoing bullish momentum. NIFTY closed the week on a strong note above the 25,700 mark, delivering a solid 1.7% gain. However, the index is now approaching the +2 SD level of its YTD-VWAP a zone that typically signals over-extension. The PCR stands around 0.8, reflecting healthy sentiment and pointing toward continued bullish momentum. That said, notable call writing at the 25,800 strike aligning with the +2 SD level could limit further upside in the near term. On the downside, 25,500 appears to be a reliable support level, though a pullback seems unlikely in the upcoming festive week given heightened retail participation around Diwali. For traders, a bull call spread or a bull condor setup might be the more prudent approach...

Market Summary - September 2025 and NIFTY/SENSEX Outlook for October

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NIFTY Holds Steady as FIIs Sell and DIIs Step In The NIFTY 50 ended September 2025 with a marginal gain of around 1% , pausing after a volatile few months of rotation and profit-taking. While peer emerging markets like South Korea’s KOSPI and Brazil’s IBOV rallied 6–7% during the month, Indian equities saw sideways movement reflecting both stretched valuations and cautious foreign investor sentiment. A key factor shaping September’s performance was the heavy foreign institutional selling. FIIs turned net sellers worth ₹35,301 crore , extending their outflow streak from August (₹46,903 crore) and July (₹47,667 crore). This consistent selling was largely attributed to global risk-off sentiment, strength in the US dollar, and profit booking in financials and midcaps, which had rallied sharply earlier in the year. However, Domestic Institutional Investors (DIIs) continued to provide a solid counterbalance, absorbing the bulk of FII selling. They recorded a net inflow of ₹65,344 crore, mark...