Again a masterpiece. Thank you Sir The bank has grown too big. The result is not upto the mark as per your assessment. But what about the valuations? Going forward is the CMP justified? With the rate of interest looking down in future, will the bank reach its height or should we dump the stock? Expected more comments on its valuations. Thanks
CMP of HDFC Bank is decided by FII. They are further listing HDB now and 20% pre placement is agreed already at 85,000 cr valuation. This is selling family silver. I will share in daily Commentary more on what I am doing and why.
HDFC Bank results is definitely not good, i "was" also an investor in HDFC but sold my shares few weeks back anticipating & bad quarter But media & their articles are absolutely misleading the investors by comparing HDFC's Net Profit (YoY) between "Before Merger (Q1-2023) & After Merger (Q1-2024)" As a sensible investors we should understand it's not how one should compare, henceforth this quarter's result declared by HDFC is too bad & I'm anticipating a better quarter from HDFC only after Q3-2024
A bank that gets most of its income by reducing provisions ( safeguard for potential defaults on loans) and selling family jewels ( good investments) is exhibiting signs of exhaustion.
High quality analysis.. keep such videos coming.. you are doing such a wonderful job
Thanks a ton
Good deep analysis... better than most analyst ...
Candid analysis .....thank you !!!! Useful information on micro finance is much appreciated !!!
it's crazy how unmerged entity results are compared to merged ones - like comparing apples to oranges
Again a masterpiece. Thank you Sir
The bank has grown too big. The result is not upto the mark as per your assessment. But what about the valuations? Going forward is the CMP justified? With the rate of interest looking down in future, will the bank reach its height or should we dump the stock? Expected more comments on its valuations. Thanks
CMP of HDFC Bank is decided by FII. They are further listing HDB now and 20% pre placement is agreed already at 85,000 cr valuation. This is selling family silver. I will share in daily
Commentary more on what I am doing and why.
Good
HDFC Bank results is definitely not good, i "was" also an investor in HDFC but sold my shares few weeks back anticipating & bad quarter
But media & their articles are absolutely misleading the investors by comparing HDFC's Net Profit (YoY) between "Before Merger (Q1-2023) & After Merger (Q1-2024)"
As a sensible investors we should understand it's not how one should compare, henceforth this quarter's result declared by HDFC is too bad & I'm anticipating a better quarter from HDFC only after Q3-2024
😊
Good analysis and thanks for that .. also just on the lighter note thumbnail says it all ..
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Last quarter they sold hdfc credilla and that is why the profit look lesser then last quarter as it was one time profit
Correct
A bank that gets most of its income by reducing provisions ( safeguard for potential defaults on loans) and selling family jewels ( good investments) is exhibiting signs of exhaustion.
Public is happy to buy still..the question remains what to buy because it is compulsary to buy stocks ahead of budget :-)
crisp analysis
What you think of mtnl?
Each and every business metric is in deep red. I don’t even track companies with negative metrics unless that is because of a strategy.
273 Elyse Courts
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Thank you... Very nice