Two opportunities this week.

 1. HDFC (Housing Development Finance Corporation NSE:HDFC)

  • HDFC is down 15% from all time high.
  • Q3 2021 Result were just released.
    • Margin increased from 12% to 15%
    • 8% increase in net profit YoY.
  • 5 year median PE is 23, while the stock is at a PE of 21.


 

 

2. TCPL (Tata Consumer Products Limited NSE:TATACONSUM)

  • Price is down 16% from all time low
  • Q3 2021 results are out today.
  • YoY profit increased 40%
  • With margins intact.


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