Gold Prices High, Loans ka kya scene hai?
Gold prices mein toh aag lagi hui hai! Around 25% ka jump aaya hai. ICICI Securities ne dekha ki kaise gold ke rate badhne se Muthoot aur Manappuram jaise gold loan dene walon par asar padta hai. NDTV Profit aapke liye India ke top brokers aur research agencies se equity aur economy reports lekar aaya hai. Chaliye dekhte hain kya nikal kar aata hai!
ICICI Securities ki Report
Gold loan NBFCs (jaise Muthoot Finance aur Manappuram Finance) ne bahut saare utaar-chadhav dekhe hain. Lekin abhi, yields stable hain, aur gold ke prices bhi strong hain. Unsecured lending mein restrictions ki wajah se bhi inko fayda ho raha hai. Data bataata hai ki tonnage aur accounts bhi badh rahe hain. Investors in companies mein structural levers khoj rahe hain. Gold loan par naye regulations aane se business practices align ho sakte hain. Lekin, gold prices girne se risk ho sakta hai. ICICI Securities ne Muthoot ko ‘Add’ karne ko kaha hai, lekin Manappuram ko ‘Buy’ se ‘Hold’ kar diya hai.
Marico Shares: ICICI Securities ka kya kehna hai?
ICICI Securities, Marico shares ko lekar positive hai. Unhe lagta hai ki company double-digit revenue growth karegi.