Тёмный

Private Banks vs. PSU Banks: Who Wins? 🏆 

SOIC
Подписаться 413 тыс.
Просмотров 40 тыс.
50% 1

🏫 SOIC Membership - Use Code: SOICBONUS10 (only for 1 year of membership): learn.soic.in/...
🔎 SOIC Stock Scan Tool: www.stockscans...
🎓 SOIC Research : www.soicresear...
Bajaj Finance Video for GNPA NNPA Buckets: • Is the Story of Bajaj ...
Link to Presentation: soic.learnyst....
📖 SOIC Book Store: www.soic.in/books
📕 SOIC Investing Journal: rzp.io/l/2pAnvPK
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 10% off at the time of signing up. :)
www.soic.in/ti...
📰 Link to the SOIC Newsletter: soic.in/blogs
Link to Trading View: www.soic.in/tr...
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Banks and NBFCs contribute a major portion in the headlines indexes. However, in the past 5 years we have witnessed a major underperformance from the banks in private space vs the banks in PSU space.
In this video we will analyse the reasons for this underperformance and will try to crystal gaze into the future where there may be a scenario for the private banks to outperform the PSU banks.
Hope you like this detailed and analytical video and presentation on Private Banks vs PSU Banks.
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Connect with us on:
🔗 Website: soic.in/
📱 Android Mobile Application:
play.google.co....
🐦 Twitter: / soicfinance
📸 Instagram: / intrinsicco. .
📧 Email: info@soic.in
🎞 Presentation Link: www.soic.in/vi...
🎥 RU-vid: www.youtube.co....
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic

Опубликовано:

 

28 сен 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 208   
@shreehariprasad6432
@shreehariprasad6432 3 месяца назад
Sir,, Don't worry about using technical terms, it's what differentiate your channel from others who dumb down their content and give superficial news like information rather than deep analysis
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much for your kind words and appreciation for our video! We are thrilled to hear that you enjoyed the content and found the quality to be top-notch. We strive to create the best possible videos for our viewers and it is always rewarding to receive positive feedback. Your appreciation motivates us to continue creating high-quality content for our audience. Thank you for watching and for your support!🙏🏻
@blithebony
@blithebony 3 месяца назад
Key learning is the outperformance of psu banks is a cyclical event due to cleanup of balance sheet whereas private banks are consistent and long terms compounders which are maintaining credit costs and quality
@AjitKumar-zo3fq
@AjitKumar-zo3fq 3 месяца назад
Keep using technical terms bro.. I thing pro investor and finance literate ppl come to your channel
@rajsub3884
@rajsub3884 3 месяца назад
Crt . people can search online and learn
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much! We're thrilled to have you as part of our community! We hope to continue adding value to your investing journey. ✌🏻
@VishakhRanjan
@VishakhRanjan 3 месяца назад
​@@SOICfinance Yup now everyone knows the basics. Need to teach more complex terms
@nikhilprithyani
@nikhilprithyani 3 месяца назад
point 😂
@AKM_828
@AKM_828 2 месяца назад
It was a taunt from his side​@@SOICfinance
@vitthallondhe
@vitthallondhe 3 месяца назад
Thanks for sharing first principle thinking in stock market since 2020!!
@SwamyM-cc2fo
@SwamyM-cc2fo 3 месяца назад
I took soic one year membership,ya hoo🎉 nice content.13500 rupees totally worth it.i wish this content was there when i started in 2019( took some loss beacuse of not having convection).better late that never started learning fundamental and technicals from this membership.
@SOICfinance
@SOICfinance 3 месяца назад
We're thrilled to hear that you've found our content valuable and consider the SOIC membership worth it! We're grateful for your kind words and appreciate the trust you've placed in us. We're glad you've been able to learn and improve your trading skills with our resources, and we're happy to have played a role in your trading journey. Thank you for being part of the SOIC community!🙏🏻
@ShubhamChugh19
@ShubhamChugh19 3 месяца назад
This CDR rule by RBI can back fire also in long term, leading the banks to take more riskier and high yielding loans as they can only use 80% of the deposit ratio
@pinakiinfotech2735
@pinakiinfotech2735 3 месяца назад
Thanks a ton, u r very informative...Really love all your videos.....U r the best.....Wish u could show your stock preferences also when concluding the video (of course with disclaimer). . .....Sir, my major holding is in TRENT...... At today's price of Rs.5,364, different sites are showing different PE of Trent varying between 128 to 211. .After going through its Balance Sheet I understood that with exceptional gains its EPS is 41.82 and without it is 29.48. ....So at today's price of 5,364, PE of 128 (w/exceptional gains) and 182 without......So 128x & 182x r justified. ...But to my surprise SCREENER is showing PE of 211...... How is that possible ?...... Please advise which site to rely on ?....... and based on which calculations SCREENER is showing PE of 211 despite the fact that it is showing correct EPS of 41.82.... You have mastered the subject hope you help and explain.
@z2zugzwang
@z2zugzwang 3 месяца назад
In screener, if you click the '+' symbol next to the net profit, it shows the amount against Exceptional Items. Does that match with the number you saw in the B/s? Profit for PE is also shown there.
@ali_edittz7
@ali_edittz7 3 месяца назад
Great informative and valuable video keep going SOIC💯👍🏻
@SOICfinance
@SOICfinance 3 месяца назад
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
@akashbhatt9354
@akashbhatt9354 3 месяца назад
Your vedios are all very good and very informative/insightful. For me this one is the best for me. Compiling historical data , connecting dots and creating a very logical big picture was simply awesome. Many thanks🎉
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to hear that you are finding our content informative and enjoyable. It truly means a lot to us to know that our efforts are making a positive impact on our viewers. We are committed to providing valuable content and strive to continue creating the best possible experience for our audience.✌🏻😃
@shauryabihany8662
@shauryabihany8662 3 месяца назад
Clarity? Hell yes!!
@SOICfinance
@SOICfinance 3 месяца назад
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work. Thank you for your kind words, and we hope to continue inspiring you in the future.🙏🏻
@Gamer_2047_
@Gamer_2047_ 3 месяца назад
Vinit Bolinjkar says PSU Bank stocks are good buy. They are poised to bounce back strongly on back of anticipated strong earnings. Many PSBs will raise funds to bring stake below 75%. So, a notable rally in PSUBs is expected in coming 4 to 5 days which will also propel Bank Nifty
@YogeshKumar-tk1sv
@YogeshKumar-tk1sv 3 месяца назад
recently visited a private sector bank for a savings account, now I understand why they were insisting on a 1.5L fixed deposit.
@shashankkakrania7556
@shashankkakrania7556 3 месяца назад
Amazing video Sir! gained so much clarity about the banking industry for the first time your videos are really helping me in gaining real life knowledge during my CFA preperation, thank you so much!
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to hear that our video has helped you gain a better understanding of the banking industry and appreciate your kind words about our channel. We're glad that our content has been useful in your CFA preparation and look forward to continuing to provide valuable insights to support your learning journey. Thank you for watching and we'll keep working hard to bring you high-quality content!🌟🙏🏻
@Nick-iq9nn
@Nick-iq9nn 3 месяца назад
Your channel is underrated keep doing man excellent work. Subscribed today.
@SOICfinance
@SOICfinance 3 месяца назад
We're thrilled to hear that you're enjoying our content and appreciate your support! Thank you for subscribing to our channel and taking the time to leave such kind words - it means a lot to us. We'll continue to work hard to bring you the best content possible, and we're grateful to have viewers like you who appreciate our efforts.🙏🏻
@Adv_Aniket_garg
@Adv_Aniket_garg 3 месяца назад
BHAI PPOP KI growth dobara calculate karna,
@akshaytelang8692
@akshaytelang8692 3 месяца назад
Thanks for great video. One question: why isn't RoA compared alongside RoE between PSBs and pvt banks? Isn't that equally important?
@z2zugzwang
@z2zugzwang 3 месяца назад
To compare them, PSU banks ROE's would need to be shown in reference to their leverage.
@sasodekar
@sasodekar 2 месяца назад
Bro.. whatever one say, I keep getting feel of you when I watch Arshdeep Singh bowling. And its more revealing after he had so good tour.... Similarity that was in looks can be clubbed with gesture and postures .. and professional skillsets also.
@tajji4u
@tajji4u 3 месяца назад
one of the best videos watched recently
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much for taking the time to watch and appreciate our content. We're grateful for viewers like you who make our hard work worthwhile. Your kind words mean a lot to us, and we're glad you found the video informative or entertaining. We'll continue to strive to create high-quality content that resonates with our audience, and we hope you'll join us on this journey!🙏🏻
@z2zugzwang
@z2zugzwang 3 месяца назад
Hey Ishmohit and Team SOIC. Good work once again with the comparative analysis. @ minute 08:55, you have compared the absolute PPoP growth between PSU and Private Banks from Q3FY2021 to Q4FY2024. You mentioned there is a substantial difference between them. But I don't see the difference 🤔. Am I missing something?
@amoltripathi8502
@amoltripathi8502 2 месяца назад
yes even i observed the same the difference is not much
@rajnishkumar76
@rajnishkumar76 3 месяца назад
I was looking for the link to the spread sheet with fundamental ratios like credit/deposit which are not available on screener
@S-R-D7
@S-R-D7 3 месяца назад
Nice video. Bank of maharashtra is amazing. Beaten most private and all psu banks.
@sudhanshuhate5633
@sudhanshuhate5633 3 месяца назад
loved the analysis, understood how banking sector works. However couldn't find the excel that was referred, in the links shared
@SOICfinance
@SOICfinance 3 месяца назад
We're glad to know you're enjoying learning from our content. Please refer to the link for presentation: soic.learnyst.site/pvtvspsubanks
@Greencity8686
@Greencity8686 3 месяца назад
I don't want tips i want learn.. i am learning lot from u.. So Ishmohit sir u r my great teacher..
@SOICfinance
@SOICfinance 3 месяца назад
We are deeply humbled and grateful for your kind words. It's an absolute pleasure to be able to share knowledge with you, and we are thrilled to hear that you're finding it helpful. We hope to continue adding value to your investing journey. 🤝
@monilkapadia5963
@monilkapadia5963 2 месяца назад
Hi, where can I find the link to google sheet mentioned in the video?
@SOICfinance
@SOICfinance 2 месяца назад
Kindly refer to the following link: soic.learnyst.site/pvtvspsubanks
@ujjwalgrover4483
@ujjwalgrover4483 2 месяца назад
Can't find the link for valuations sheet ?
@SOICfinance
@SOICfinance 2 месяца назад
Kindly refer to the following link: soic.learnyst.site/pvtvspsubanks
@everythingwedo3150
@everythingwedo3150 3 месяца назад
Please continue with your work, we need to upgrade ourselves as we stay more time in the market. Thank you for the video.
@SOICfinance
@SOICfinance 3 месяца назад
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
@mkchessbg
@mkchessbg 2 месяца назад
Learnt so many new terms 🔥
@SOICfinance
@SOICfinance 2 месяца назад
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
@ajayjhansi1
@ajayjhansi1 3 месяца назад
CDR बहुत अच्छे से समझ मे आ गया SIR JI
@VibrantVideosbyRSC
@VibrantVideosbyRSC 3 месяца назад
Crisp and Accurate analysis !! Kudos 🔥
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to receive your kind words of appreciation for our crisp and accurate analysis. We would like to express our gratitude for your support and recognition of our efforts to provide valuable insights. Your feedback motivates us to continue striving for excellence and delivering high-quality content to our audience.🙏🏻
@jareenjoseph2544
@jareenjoseph2544 3 месяца назад
Do you sell portfolio services . Like your buy and sell positions you are taking
@SOICfinance
@SOICfinance 3 месяца назад
Please note that our educational organisation does not provide any buy, sell or hold investment advice, suggestions or recommendations. Kindly explore the SOIC Intelligent Research organisation’s website to know more. www.soicresearch.in/home Please feel free to connect with the Research Desk Support Team at support@soicresearch.in
@ankitchaudhary-mu6tm
@ankitchaudhary-mu6tm 3 месяца назад
best analysis available
@SOICfinance
@SOICfinance 3 месяца назад
We are truly grateful for your kind words and acknowledge that our channel has been able to provide you with valuable insights and analysis. We strive to deliver the best content possible, and your appreciation means a great deal to us. We will continue to work hard to provide you with the most comprehensive and accurate analysis available, and we look forward to your continued support.🙏🏻
@BASAVARAJSHIVAPUR-h1z
@BASAVARAJSHIVAPUR-h1z 3 месяца назад
Yes sir super clarity i had ever experienced Apko bada salam mere tarap se
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to receive such a kind acknowledgement from you and grateful for the opportunity to have been able to provide you with clarity.Happy learning! 🙏😃
@parthkiko27
@parthkiko27 3 месяца назад
Great video! What is the source of data?
@VishakhRanjan
@VishakhRanjan 3 месяца назад
Video of the year🏆 Excellently explained
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to receive such wonderful feedback on our video! We appreciate the kind words and are glad to hear that our explanation was helpful. Thank you for taking the time to share your thoughts with us, and we're grateful for your support!🙏🏻
@mrsvathsaiyengar2815
@mrsvathsaiyengar2815 3 месяца назад
Very good analysis. Could these learning be done exclusively in 2 separate languages - English and Hindi. Understand your need of broader reach but 2 separate videos would be beneficial. I would want to subscribe to your courses but are the videos in Hindi only ?
@SOICfinance
@SOICfinance 3 месяца назад
For any information regarding our courses and membership, please email us at info@soic.in We’ll get back to you at the earliest in 24-72 hours.
@sandhyajain5204
@sandhyajain5204 3 месяца назад
Complicated ..but thanku so much for trying ...I m nt from a finance background ...but I understood a little. ..will hav to watch multiple times to understand more 😊😊
@SOICfinance
@SOICfinance 3 месяца назад
We're thrilled that our explanation helped you understand the concept, despite not being from a finance background! We're glad we could make it accessible to you, and we're happy to hear that you'll be watching multiple times to further your understanding. We appreciate your kind words and thank you for choosing to learn with us.🙏🏻
@ujjwalgrover4483
@ujjwalgrover4483 2 месяца назад
Quality content like always 👍
@SOICfinance
@SOICfinance 2 месяца назад
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
@RaoneJallad
@RaoneJallad 3 месяца назад
Diamond power infrastructure anaylsis
@BASAVARAJSHIVAPUR-h1z
@BASAVARAJSHIVAPUR-h1z 3 месяца назад
Sir i am following you last two years. Your analysis is mind blowing that i ever seen such a super RU-vidr. Can you please analyse SULA VINEYARDS business madel please 🙏🙏🙏
@SOICfinance
@SOICfinance 3 месяца назад
We're thrilled to hear that our content has been impactful and informative for you over the past two years! We're grateful for your kind words and enthusiastic support. Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
@rohitvyas5865
@rohitvyas5865 3 месяца назад
Sir small finance bank kiyo nhi chal rhe he
@Beatindex20
@Beatindex20 Месяц назад
Sir..Analysis on Titan And Zomato plz..❤❤
@SOICfinance
@SOICfinance Месяц назад
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
@skp3668
@skp3668 3 месяца назад
U r just awesome. Gr8 knowledge sharing.
@SOICfinance
@SOICfinance 3 месяца назад
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
@jssping123
@jssping123 3 месяца назад
Very good analysis
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to receive such a wonderful analysis and appreciate your thoughtful words about our channel! Your support means the world to us, and we'll continue to work hard to provide high-quality content that resonates with our audience.🙏🏻
@jelinmehta2262
@jelinmehta2262 3 месяца назад
Very useful video in detail
@SOICfinance
@SOICfinance 3 месяца назад
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
@prasanthpathiyil
@prasanthpathiyil 3 месяца назад
Thanks Soic
@BabaAndBaby11
@BabaAndBaby11 3 месяца назад
SBI+BoB+Union Bank vs HDFC+Axis+ICICI
@sanjayjain-qc3xx
@sanjayjain-qc3xx 3 месяца назад
Thanks
@Aditya-be9tz
@Aditya-be9tz 3 месяца назад
Superb content
@sanatani-114
@sanatani-114 3 месяца назад
Ur content is amazing
@SOICfinance
@SOICfinance 3 месяца назад
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@sanatani-114
@sanatani-114 3 месяца назад
@@SOICfinance bro go to sleep good night
@sanatani-114
@sanatani-114 3 месяца назад
@@SOICfinance good night
@AjitKumar-zo3fq
@AjitKumar-zo3fq 3 месяца назад
Good analysis
@SOICfinance
@SOICfinance 3 месяца назад
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
@nikhilprithyani
@nikhilprithyani 3 месяца назад
idk how people are fan of bollywood celebs and not SOIC
@SOICfinance
@SOICfinance 3 месяца назад
We're thrilled to hear that you love our content! We appreciate your kind words and are grateful for the support. It means a lot to us that you enjoy our videos and find value in what we're sharing. Thank you for being part of our community and for spreading the word about SOIC!🌟
@dilipanand5065
@dilipanand5065 Месяц назад
Bai, Aap kamale yaaru..... 🎉
@VishalJangid1
@VishalJangid1 3 месяца назад
Interest rates cut bhi hue toh loans issues jyada ho jayenge wo compensate kar dega NIMs ko shayad - HDFC bank dip buyer
@z2zugzwang
@z2zugzwang 3 месяца назад
Lekin fir CDR ka kya?
@VishalJangid1
@VishalJangid1 3 месяца назад
@@z2zugzwang hdfc strong hai, risk management accha hai - hdfc dip buyer
@z2zugzwang
@z2zugzwang 3 месяца назад
'HDFC bank dip buyer' se koi Jeet sakta hai kya🤣🤣🤣
@bharatghadhavi212
@bharatghadhavi212 3 месяца назад
Sir aap ka leval thoda higher hai thoda low kar do to samaj me aye
@adhikarimsameer
@adhikarimsameer 3 месяца назад
Amazing 👏 insightful video. Jai hind
@hkohli447
@hkohli447 3 месяца назад
Simply awesome...will watch atleast 5 times.
@SOICfinance
@SOICfinance 3 месяца назад
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
@deepakdixit6777
@deepakdixit6777 3 месяца назад
Superb video
@SOICfinance
@SOICfinance 3 месяца назад
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@MinorityDoc
@MinorityDoc 3 месяца назад
Awesome kiddo
@SOICfinance
@SOICfinance 3 месяца назад
We're pleased that you're enjoying learning with us. 😃 Thank you for watching our videos. We hope to continue adding value to your investing journey. 🤝
@kunalroyKR
@kunalroyKR 3 месяца назад
Bhai ap idhar bank multibaggers dhundh rahe hain, udhar World cup me aap ke upar ball tampering allegations lagaye ja rahe hain 😀😀
@JishnuChatterjee
@JishnuChatterjee 3 месяца назад
Hahahaha 😂 good one
@ajayjhansi1
@ajayjhansi1 3 месяца назад
Jai hind
@namanrastogi15
@namanrastogi15 3 месяца назад
Keep making more intense content 👌
@SOICfinance
@SOICfinance 3 месяца назад
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
@readershashank1761
@readershashank1761 3 месяца назад
Always private banks. One step ahead of time 🕰️
@Sachinkmtyt
@Sachinkmtyt 3 месяца назад
Show ur return for last financial year
@saikat_saha_
@saikat_saha_ 3 месяца назад
🤫🤫🤫🤫
@munishgoyal6079
@munishgoyal6079 3 месяца назад
Eveyone is saying that private banks return will outperform but psu can outperform as the float is limited
@Gamer_2047_
@Gamer_2047_ 3 месяца назад
Vinit Bolinjkar says PSU Bank stocks are good buy. They are poised to bounce back strongly on back of anticipated strong earnings. Many PSBs will raise funds to bring stake below 75%. So, a notable rally in PSUBs is expected in coming 4 to 5 days which will also propel Bank Nifty
@varunbahl2300
@varunbahl2300 3 месяца назад
Ishmohit, loved the video but I think you could have also brought in the angle of roe vs roa leading to the leverage factor, this one factor really outshines to show the difference between pvt. and psu banks. The psu banks are very susceptible to an economic downturn because of the high leverage would love to hear your view about the same.
@z2zugzwang
@z2zugzwang 3 месяца назад
So true, leverage cuts both ways.
@ajeyingole7733
@ajeyingole7733 3 месяца назад
Hello Sir,I Love the Way You Put Charlie Munger & Warren Buffett Behind You on the Shelves.
@computerscienceresearch
@computerscienceresearch 3 месяца назад
I am from technical background but I love to hear your video my capital is 200000 and I don't have any idea
@saandipbhise
@saandipbhise 2 месяца назад
Google Excel sheet kaise use karte hain please bataiye
@Bbbb-i7e
@Bbbb-i7e 3 месяца назад
Credit cost incee up bank kya hoto hai
@rupeshmore2006
@rupeshmore2006 2 месяца назад
Best Data and Valuable knowledge ... How much time do study sir to delivery such Data ?
@SOICfinance
@SOICfinance 2 месяца назад
Thanks for your kind words. Its a long process. We keep reading and analyzing stuff
@Kapil10293
@Kapil10293 2 месяца назад
Im CA , I do Bank audits for Big 4. For you to catch on indirectly lower NPA are actually concern when compared to Industry benchmark, and not direct indicator of good banking business
@AKM_828
@AKM_828 2 месяца назад
Meaning?
@kushalmondal8897
@kushalmondal8897 3 месяца назад
I have a doubt. If intrest rate comes down then NIMs will contract but why would credit cost increease because people will more likely refinace and pay back their loans at lower interest cost. Thank you for such a informative video
@z2zugzwang
@z2zugzwang 3 месяца назад
Ishmohit was referring to a concept called 'Reversion to the Mean'. Since the current credit costs are lower than the median and the lowest ever, the probability of them inching up to the median is higher. Since, the market is forward looking, any reversal in the movement of credit costs will force the market to re-value the company in line with the median or higher.
@bikrampanda85
@bikrampanda85 2 месяца назад
Superb Video.. Must say a Great work done you...
@SOICfinance
@SOICfinance 2 месяца назад
Thank you so much for taking the time to appreciate our hard work. Your kind words mean a lot to us, and we're glad you found the content engaging. We'll continue to strive to produce high-quality content for our audience, and we're grateful for your support! 😃🙏
@vjmfinancialcreatewealthwi2546
@vjmfinancialcreatewealthwi2546 3 месяца назад
You are one of the best knowledgeable of business analysis bro. I respect you very much.
@SOICfinance
@SOICfinance 3 месяца назад
We are truly humbled by your kind words and grateful for the recognition. We will continue to strive to provide valuable insights and guidance to help others grow and succeed in their careers.🙏🏻
@varshanthreddy6496
@varshanthreddy6496 2 месяца назад
Hell Yes!
@PranithShetty-l3c
@PranithShetty-l3c 2 месяца назад
Can you explain credit cost and liability cycle
@SOICfinance
@SOICfinance 2 месяца назад
Hi Credit Cost Credit cost is the expense incurred by financial institutions due to lending risks, including loan loss provisions, write-offs, and recovery costs. Liability Cycle The liability cycle is the pattern of a company's debt over time, including debt issuance, servicing, maturity, and refinancing.
@iwasbatman_
@iwasbatman_ 3 месяца назад
Kaafi detailed aur informative video tha bhai
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to hear that you are finding our content informative and enjoyable. It truly means a lot to us to know that our efforts are making a positive impact on our viewers. We are committed to providing valuable content and strive to continue creating the best possible experience for our audience.
@Greencity8686
@Greencity8686 3 месяца назад
Finally I got a great teacher..thank you..
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much! We're thrilled to hear that we have made a positive impact on your learning experience. We're grateful for the opportunity to support you and look forward to continuing to do so.🙏🏻
@majidhussain7174
@majidhussain7174 3 месяца назад
Credit cost or gir nhi sakti or private banks already undervalued hai, that means Private banks will give a quite good rally from here.
@aravindsankar4105
@aravindsankar4105 3 месяца назад
Why Kylo Ren is in Light side and Darth Vader is using crossguard lightsaber 😛. Anyway, great video!
@DevanshDhruv
@DevanshDhruv 3 месяца назад
where is the google sheet?
@SOICfinance
@SOICfinance 3 месяца назад
Hi. Thank you for reaching out to us. Please refer to the link: soic.learnyst.site/pvtvspsubanks
@rishabhgupta1632
@rishabhgupta1632 3 месяца назад
Hello, kindly make a full explanation of the "IDFC FIRST BANK" valuation and merger with *IDFC LTD*.
@haribhauarmal6589
@haribhauarmal6589 3 месяца назад
ujjivan small finance Bank guided only 20% AUM growth instead of 25% for FY25. Why may this happen sarji.
@hlpatwa
@hlpatwa 3 месяца назад
Is it advisable to invest in Banking Sector Thematic Mutual Fund lumpsum ?
@shubhamkhedkar1264
@shubhamkhedkar1264 2 месяца назад
How to used ratio chart on tradingview? Any help would be much appreciated !!!
@AdityaGoel-q7e
@AdityaGoel-q7e 3 месяца назад
Hello Sir, can't find the sheet with key ratios and valuations.
@pranavgulabanii
@pranavgulabanii 3 месяца назад
TOP STUFF
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝
@gazillionsful
@gazillionsful 2 месяца назад
where is the return ration google sheet talked abt in the video
@ramakantbehera1758
@ramakantbehera1758 3 месяца назад
Really amazing analysis,,,,,grt teacher👋thanks
@iamspd10
@iamspd10 3 месяца назад
How will rate cuts affect Poonawalla Fincorp?
@vishalshah5444
@vishalshah5444 2 месяца назад
This episode is very very very very very very very very very very knowledgeable Thank you 🙏🙏🙏
@SOICfinance
@SOICfinance 2 месяца назад
Thank you so much for your kind words and appreciation! We are truly grateful for your support and encouragement. We always strive to provide valuable content in our videos and we are thrilled to hear that it is being well-received. Your words mean a lot to us and motivate us to continue creating informative and engaging content. Thank you again for taking the time to share your feedback with us. We truly appreciate it!🙏🏻
@Djrahul1000
@Djrahul1000 3 месяца назад
Yes got the difference thank you
@adityadas6480
@adityadas6480 2 месяца назад
However, looking within the Pvt banking space - Don't you think ICICI Bank is a bit towards the expensive zone and that over a 4-5 year period, most of the big 4 Indian banks on an average deliver similar loan book and BVPS growth. So, therefore adjusting for even a 10-15% valuation de rating in ICICI and a similar re rating in banks like Kotak where the IT led deposit issues might be short term and the stock might get re rated by at least 10-15% in 5 years (conservatively). Going forward banks like Kotak, HDFC might deliver better returns than ICICI, also ICICIs asset quality is yet to be tested under the new management. What do you think?
@SOICfinance
@SOICfinance 2 месяца назад
HDFC given CDR ratio might not be able to grow, just check QoQ growth this time. Kotak, Federal bank, Axis Bank are the ones I will study in mid to large banks for rerating angle and earnings growth
@adityadas6480
@adityadas6480 2 месяца назад
@@SOICfinance Right, but what do you think about ICICI's valuation and future asset quality (given that they've been pretty aggressive in previous credit cycles).
@SOICfinance
@SOICfinance 2 месяца назад
Change in management matters in my view, they right fully deserve the multiple they are getting vs HDFC. Proven it post 2019
@SOICfinance
@SOICfinance 2 месяца назад
Can't stay in the past when changes occur. This is the beauty of equity investing
@adityadas6480
@adityadas6480 2 месяца назад
@@SOICfinance Right
@chandrasekhar5746
@chandrasekhar5746 3 месяца назад
hey whats your view on rbl
@vohraveerat4636
@vohraveerat4636 3 месяца назад
CCL PLEASE DO LATEST ANALYSIS
@gokulks5485
@gokulks5485 3 месяца назад
Hi Sir, I want an information regarding that can u provide the materials about fundamentals of stock market. As u are providing the courses with different cost of 30k and 15 k. What is the difference in these two different courses? Is there any stock recommendations regarding quarterly or monthly or weekly. Please provide the needful information regarding this and it would be helpful with reply back sir. Thank you, With regards.
@SOICfinance
@SOICfinance 2 месяца назад
Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research. Please reach out to us at info@soic.in for any queries and assistance.
@rawtrader8841
@rawtrader8841 3 месяца назад
Are u CA or finance master Because your understanding and clarity of the topic is just amazing 🎉
@SOICfinance
@SOICfinance 3 месяца назад
We are thrilled to hear that our content has made a positive impact on you!😀We strive to provide accurate and clear information, and it's wonderful to know that we've been able to achieve that. Thank you for your kind words and for being part of our community - we're grateful for your support!🙏🏻
@vivekanandkumar9780
@vivekanandkumar9780 3 месяца назад
Thank u so much Ismohit sir PPT ke dwara samjhane ke liye
@SOICfinance
@SOICfinance 3 месяца назад
Thank you so much for your appreciation of our channel's PPT presentation! Your kind words mean a lot to us, and we're grateful for the opportunity to share our knowledge and insights with you.🙏🏻
@MehakpreetSingh-fz6ob
@MehakpreetSingh-fz6ob 3 месяца назад
I watch your channel only because of technical terms used by you.
@SOICfinance
@SOICfinance 3 месяца назад
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
@PratikBabel
@PratikBabel 3 месяца назад
Good video
Далее
Will this Hated Sector give Multibagger Returns? 🏦
43:15
9 Hidden Market Leaders 🏆
27:14
Просмотров 103 тыс.
Is there a Bubble in Defence Stocks??
27:06
Просмотров 75 тыс.
The Secret of Multibaggers| Operating Leverage 🔐
57:22