Are PSU stocks overvalued? Should you hold or exit PSU stocks? PSU stocks still at a bargain

  Рет қаралды 14,997

ET Money

3 ай бұрын

PSU stocks have had a dream run over the last couple of years. However, the fall in markets and PSUs between 5th and 20th March has rattled investors and many want to know if PSUs have turned overvalued and if they can correct steeply from here.
In this video, we first explore the reasons for the rapid rise of PSUs. Then we look at the valuations of the Nifty PSE and Nifty PSU Bank indices against their historic medians. You can watch the video to find out the outcome.
But we don’t stop there. We go one step further and also check the valuations of 56 non-finance and 22 finance PSUs against their historical averages. We then assess the revenue and profit growth of these stocks. This helps us identify the PSUs that are expensive and that are relatively cheaper. You can use the stock lists in this video for further research.
Lastly, we answer what you should do with PSUs now. You can watch the video to find out what the conclusion is.
Chapters
00:00 Introduction
01:59 What caused the PSU rally?
04:34 Does the PSU rally have legs?
10:12 Conclusion
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Пікірлер: 24
@sahulaxmi
@sahulaxmi 2 ай бұрын
I really like your content, thank you
@kmrao06
@kmrao06 3 ай бұрын
Thank you so much for an enlightening analysis. I am just about to buy ETFs of PSUs but now I understood the implications. Thanks
@ETMONEY
@ETMONEY 2 ай бұрын
Hello, we are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.
@sukanyanath7647
@sukanyanath7647 3 ай бұрын
Can anyone tell me about the feature of Et money called "get 100% guaranteed income 10.14%,". No risk and unaffected by stock market and interest rate .Please tell me
@ETMONEY
@ETMONEY 2 ай бұрын
Hello, it is a Guaranteed Income Plan that is offered by Max Life. You can invest for up to 10 years and then get tax-free regular income for up to 30 years. The returns are tax-free (if you invest up to 5 lakh in a year) and are guaranteed for the entire 30-year duration. They are not dependent on stock market performance, and they will never get revised. You can also claim tax benefits under Section 80C on the invested amount.
@RythmCAT
@RythmCAT Ай бұрын
can anyone tell me a good website where i can find accurate and organized market data for indian markets for research purposes
@ArnavKathuriapersonal
@ArnavKathuriapersonal 20 күн бұрын
Hi i am an ultra aggressive investor with time horizon of 18-20 years My mf are: Micro cap 250 index fund( motilal )(weight assignment-2) Hdfc mid cap ( weight 3) Axis small cap ( weight 3) Icici tech fund ( weight 1) Aditya birla psu (weight 1) Can anyone tell if its good or any change i can make I kinda feel like i shouldnt have picked sector fund rather should have gone for a flexi cap instead of sectoral funds any idea?
@MultiPraveenk
@MultiPraveenk 3 ай бұрын
Thanks for great analysis sharing valuable information 🎉
@ETMONEY
@ETMONEY 2 ай бұрын
Hello, thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.
@Gandhilgvg
@Gandhilgvg 2 ай бұрын
Useful. Pls put it on hold for sometime - already amazing XIRR on PUS MF.
@rajji9811
@rajji9811 2 ай бұрын
You didn't cater for the order book of these PSUs owing to large scale long term contracts by govt. It is because of these heavy and historical order book size that these PSUs will show staggering revenue growth in the near term and then these valuations would be justified
@ETMONEY
@ETMONEY 2 ай бұрын
Hello, thanks for sharing this perspective. I am sure it will further help the viewers make an informed decision.
@subodhadavadkar7158
@subodhadavadkar7158 3 ай бұрын
Quant has dedicated PSU fund
@sunilbabu.r8254
@sunilbabu.r8254 3 ай бұрын
Hi Pratik, I'm planning to invest 10 lakhs in 6 flexi cap mutual funds. I'm ultra aggressive investor, time horizon 5 to 10 years. Building corpus for son education and retirement plan. Is it good to invest the entire amount in a flexi cap mutual fund? Please review and suggest any changes requir in portfolio. Thank you Quant flexi cap 1.5 lakh Parag Parikh flex cap 1.5 lakh JM flexi cap 1.5 lakh HDFC flexi cap 1.5 lakh Franklin flexi cap 1.5 lakh Canara robeco flexi cap 1.5 lakh
@kwondo_22_mars
@kwondo_22_mars 3 ай бұрын
Are you fool or what ? That's not good idea brother.
@anonymous-jm1iw
@anonymous-jm1iw 3 ай бұрын
Diversify your portfolio only investing in flexi caps are not good take some large cap/ MID CAP funds some small cap some flexi cap and then go for it ...
@sunilbabu.r8254
@sunilbabu.r8254 3 ай бұрын
@@anonymous-jm1iw thanks for the suggestion
@stabgan
@stabgan 3 ай бұрын
Split in 3 parts. Quant large cap Quant mid cap Quant small cap. You will get higher returns guaranteed
@sudhasujathasreedharan8501
@sudhasujathasreedharan8501 3 ай бұрын
Since you are planing to invest a reasonably huge amonunt, kindly take professional help from finance advisors
@abhishekchatterG
@abhishekchatterG 3 ай бұрын
PSU sun ke aisa lagta hai kisi factory mein Paisa daal raha hoon.
@anonymous-jm1iw
@anonymous-jm1iw 3 ай бұрын
😂
@deekshaseth459
@deekshaseth459 3 ай бұрын
Pata nahi kab niche ayega PE/pb 😂