Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance Link to Register for the Recordings for the Workshop: forms.gle/RKcpDYrDdRNeve5MA
good one..stopped buying hdfc bank long back...I was least bothered abt financial stocks but after watching your videos the puzzle is getting solved slowly..looking for the session tomorrow...
And speaking about financials ....if somebody is lowering their guidance, it means they are being conservative and sounding caution. Warna loan book badhana kaun si badi baat hai...road ki kinare khade ho jao , mangne walon ki line lg jaegi
Suryoday SFB is the best bank at current levels, others have made EPS base but this bank will report Rs 30 EPS in current year and unlike other banks it has 49% secured loan and rest unsecured is also covered under CGFMU scheme insurance, it can easily achieve 15% ROE even at 1.5 times book value the stock must trade at minimum 250 levels
Worst thing to say when talking of financials that "ye management management ka halla gulla nhi krna hai" ..... Financials being a leverage entity, always bet on the jockey not the horse.Because at the peak even yes Bank was a fast grower which ended up being a junk when the internals came to limelight
Hi Rajarshi, good one. Can you please make one video on valuations and portfolio allocation. I have always seen you talk about growth but not valuations in tandem with growth..
