Realty Sector Ke Targets Neeche
HDFC Securities ne real estate developers ke liye target prices ko kaafi kam kar diya hai, 15 se 20 percent tak. Unka kehna hai ki sales pehle jitni tez nahi chal rahi aur deals finalize hone mein bhi pehle se zyada time lag raha hai. Is wajah se ab company ko sirf unki Net Asset Value (NAV) par hi judge kiya jayega, pehle wala koi premium ab nahi.
Market Sentiment Ka Khel
Brokerage ka maanana hai ki stock prices mein jo girawat aa rahi hai, woh mostly investor sentiment ki wajah se hai. Asli demand mein koi badi kami nahi dikh rahi. Unhe lagta hai ki agle 3 se 6 mahine market thoda shaant rahega, lekin FY27 ke Q3 mein, yani festive season ke aas paas, sales wapas speed pakad sakte hain.
Mixed-Use Developers Par Focus
HDFC Securities un developers ko zyada pasand kar rahe hain jo mixed-use projects banate hain, jismein rental income bhi acha milta hai aur pre-sales bhi steady rehti hain. Risk kam karne ke liye yeh strategy unhe theek lag rahi hai. Unhone apni list mein Prestige Estates Projects Ltd, Godrej Properties Ltd, Oberoi Realty Ltd, aur Sobha Ltd jaise stocks ko top picks mein rakha hai. Aur ek update yeh bhi hai ki Nirmal Bang ne Godrej Properties ko 'Buy' rating di hai.