Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance

  Рет қаралды 3,516

RAJARSHI SHOME

RAJARSHI SHOME

12 күн бұрын

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

Пікірлер: 35
@vinay32099
@vinay32099 10 күн бұрын
Thank you
@theguardian5060
@theguardian5060 10 күн бұрын
One word superb
@adityasahu7746
@adityasahu7746 9 күн бұрын
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
@DrAkashraj
@DrAkashraj 9 күн бұрын
Exactly, to lend to the creditworthy borrower and grow without defaults is the real game and that's what made HDFC what it is today.
@rajshetty7204
@rajshetty7204 10 күн бұрын
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...
@NarottamChaudhary
@NarottamChaudhary 7 сағат бұрын
Please turn off HDR video mode
@TheHunkshiv
@TheHunkshiv 10 күн бұрын
Good one! Can you please do a similar analysis of hospital stocks? Especially the new ones like Yatharth
@iamnotaca8520
@iamnotaca8520 9 күн бұрын
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
@adityasahu7746
@adityasahu7746 9 күн бұрын
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
@somodiptadas2030
@somodiptadas2030 8 күн бұрын
@adityasahu7746 u hit sixer
@sachinpopli88
@sachinpopli88 10 күн бұрын
BAD NPA cycle me pta chalega .....kon sa bank tikega.....abhi to sab behti ganga me chal rhe hai.
@rohitasharora007
@rohitasharora007 9 күн бұрын
Or bad npa cycle kse pata lagegi?
@sachinpopli88
@sachinpopli88 9 күн бұрын
@@rohitasharora007 jab desh ka sabse bda bank loan growth na kar rha ho to samjh lo ane wali hai.
@somorendrooinam6526
@somorendrooinam6526 10 күн бұрын
Pliz analyse on Ixigo stock with reference to recent result
@rohitvyas5865
@rohitvyas5865 5 күн бұрын
Equitas accha bank he kiyo ki unka asset secure he i am holding equitas and utkarsh both
@surajramu4792
@surajramu4792 10 күн бұрын
Update on kalyan jewellers
@nagendrababu2348
@nagendrababu2348 5 күн бұрын
sir poonawalla shares bought my average is 440 best or not
@subashr1630
@subashr1630 10 күн бұрын
Hai sir iam subash
@a.rpawar2082
@a.rpawar2082 10 күн бұрын
Hi bro why nuvama is falling daily despite having lower valuations
@Noname-oq9mk
@Noname-oq9mk 10 күн бұрын
Kotak ka kya karu sir.....😅
@user-gk6oz8xd9o
@user-gk6oz8xd9o 7 күн бұрын
i missed the live workshop...can i get the recording? can i go ahead and pay?
@RAJARSHISHOME
@RAJARSHISHOME 7 күн бұрын
Link: forms.gle/RKcpDYrDdRNeve5MA
@satishpatil281182
@satishpatil281182 10 күн бұрын
Sir how to see your recorded financial workshop. Please guide.
@RAJARSHISHOME
@RAJARSHISHOME 10 күн бұрын
Register at this link to access the Recordings: forms.gle/RKcpDYrDdRNeve5MA
@karankokane8630
@karankokane8630 9 күн бұрын
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..
@anuragshukla9214
@anuragshukla9214 10 күн бұрын
Ujjivan small finance YOY: net income +36%, loan book +24%, deposit +23%, PB 1.5, PE 6.7, stay away from this one!
@vikramforester
@vikramforester 10 күн бұрын
Why!
@anuragshukla9214
@anuragshukla9214 9 күн бұрын
@@vikramforester that is what he said, not my words
@pnthrillz
@pnthrillz 9 күн бұрын
I am invested in Ujjivan sfb. 3 years doubler.
@anuragshukla9214
@anuragshukla9214 9 күн бұрын
@@pnthrillz his analysis is bit superficial, and he skips valuation altogether
@pnthrillz
@pnthrillz 9 күн бұрын
@@anuragshukla9214 yes, need to accumulate ujjivan-sfb at 42-43 levels.
@mehulgandhi5803
@mehulgandhi5803 10 күн бұрын
POONAWALA GROWING AT 50 + % BUT STILL STOCK NOT PERFORMING FOR LAST 6 MONTS....WHAT IS THE REASON ACCORDING TO YOU.......
@anuragshukla9214
@anuragshukla9214 10 күн бұрын
A large shareholder sold his stake. It is temporary.
@shahidparwej9462
@shahidparwej9462 10 күн бұрын
I have not received link to join live on my email id Kindly share
@RAJARSHISHOME
@RAJARSHISHOME 10 күн бұрын
DM me on Twitter or Linkedin with your email ID
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