Stockrabit · Analysts
Questions across 2 calls

Lester Poon

Pedder Street Investment Management Limited

Nippon Life India Asset Management Limited

Nippon Life India Asset Management Limited CC-Dec23.pdf · 2024-01-30
I have one question . I read that your market share has been increasing in the past few quarters . Is that quite influenced by the investment performance of your mutual funds?
I understand because of the total expenses ratio the equity start when the waiting has gone up you face some compression but at the same time there is a big difference in the yield between equity fund and the other say fixed income fund so the mix the improvement in mix should have help ed your yield that is why I do not fully understand why the a higher equity weighting in your portfolio should necessarily lead to a yield compression?

Oberoi Realty Limited

Oberoi Realty Limited CC-Sep23.pdf · 2023-10-30
I read that, in general, property prices have gone up by over 10% in Mumbai compared to the end of last year. Do you see the price level will continue to rise in the coming quarters? I understand you are usually more conservative. But the general demand an d supply dynamics seems to be quite favourable to the housing market. This is my first question. The second one is about your land inventory. It seems that most of your projects, your unsold inventory is quite low. So other than Thane, do you have -- do you see other areas more interesting for you to -- for your business development. These are my two questions.
Yes, I understand. Would you be -- to follow up on some of the other questions, would you be more aggressive since the market outlook seems to be quite favourable. And so, would you be more aggressive in buying lands and would you say revise up your price targets? It seems that if the product prices are rising, you may need to pay more for land also? Would that be a right scenario?