Q2: TITAN Company, IDFC First, IndusInd Bank, PNB 

0:00 to 6:52 Titan 6:53 to 12:36 IDFC first 12:37 to 14:17 Indusind Bank 14:18 PNB

Thank you sir ji

Good work. Best wishes

Please cover RBL bank as well. I think this can be a good bet as its fundamental getting stronger

Thanks

Changing in lifestyle eat , sleep & repeat Now eat , watching video , sleep repeat Well done sir 💯

I am a constant viewer of your channel. Love the crisp information. Have been requesting for commentary on sona BLW and Cyient DLM.

These are all temporary problems for IDFC first. Long term game remains strong. IDFC is the next HDFC

Views on- GRSE JUPITER WAGONS SAMIL RIL POWER?

Sir make a 2min analysis of Raymond ltd..it is correct from 40 percent from the top

I have been holding IDFC FB and even adding more on dips since the guidance is positive and on track on PAT recovery by Q4. Interest Rate cuts will also boost IDFC more than bigger banks since the fixed interest rate loan % is more for IDFC than other banks.

V Vaidyanathan ji ne tho bola tha at 20% loan book growth rate hoga karke

Thanks for the video but I think you should share the companies document results and or concall docs along with what you are explaining that way it’s easier to connect with the info rather than you just giving out the numbers in the video. That way we also learn how to what to and where to look for in the company.

Is it wise to give some brownie points to emerging business of Titan like TEAL, Irth, skinn, etc which can be multimillion companies in itself, or we should only consider the current businesses?

I have around 60 thousand shares of idfc bank collected over 8 to 9 years @48, how long should I hold for it to become an Axis bank

In Titan's case very important to understand gold volume growth also how much gold volume growth is sustainable. In last few years out of 20% growth..11-12% is due to Gold volume and rest 8-9% is due to gold price increasing each year... If gold price doesn't increase for few years.. Titan's growth will stagnate to 11-12 %

Home first aavas and Mas financial are my picks in financial sector let's see where it goes

please cover hospital sector

Sir idfcbank manegment ne q1fy25 ke concall me bol diya tha ki Q2 me bhi provision jyada rahega sir aap kese track karte ho

View on GRSE , Marine electricals, PCBL , M&M , South indian bnk.... Thank you

Titan ka update kha por dekhu? Keya Q2 result AA gaya. Please reply

IDFC management ne pichle concall me bol diya tha ki Q2 me hum jyada provision krege... Due to Joint landing, Isliye result ka wait kr rahe hai agar provison jyada hua to PAT kam ho jayega...

Your view on nuvama wealth , epack , ndr auto , ems ltd ?

Your view on kotak alpha 50 ETF

Bro please give ur view on Schaffler India. Im holding at 3800 for long term view. Thanks for taking my Question nd clearification

arman financial services is still in your radar? if yes include in one of your videos