FIH-U.TO Fairfax India Holdings Corporation Loading... : Investor Sentiment and Bull/Bear Views
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18:05
Jan 24
Jan 24
Long FIH.U on NAV discount and BIAL IPO catalyst
Author argues Fairfax India (FIH.U) is a NAV play trading at a discount: NAV values the stock around $23/share, but valuing Bangalore airport at peer multiples implies about $28/share, a 30% base-case and 60% bull-case margin of safety. The key catalyst is a potential BIAL IPO, alongside BIAL passenger/cargo growth, IIFL AUM growth with healthy NPAs, and buybacks below book value. The main stated risk is Indian market volatility and rupee depreciation of 3-5% annually, though the author believes FIH's structural moat makes it resilient.
HIGH
About FIH-U.TO Investor Commentary
Across the available history and selected sources, Buzzberg tracks FIH-U.TO (Fairfax India Holdings Corporation) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/investingjat.