Contents
Page No.
Swift re-equitizing lowers solvency risk ..................................................... 4-10
Housing vertical first to recover; other verticals to follow....................... 11-21
Discounts to NAV provide entry opportunities ........................................ 22-27
Key challenges ahead .............................................................................. 28-30
Valuation and view ................................................................................... 31-36
Companies ............................................................................................... 37-80
DLF................................................................................... 38-43
HDIL................................................................................. 44-50
Indiabulls Real Estate....................................................... 51-59
Mahindra Lifespaces ........................................................ 60-66
Puravankara Projects........................................................ 67-71
Unitech .............................................................................. 72-80