BM Equity Report: IDFC First Bank में क्या देखना है ?
ฝัง
- เผยแพร่เมื่อ 20 มิ.ย. 2024
- IDFC First Bank is a retail favourite. We discuss how one should follow and analyse the stock. We also talk about the 2 or 3 points that one has to see while analysing IDFC First.
Manyavar came out with results last week and they were below par. The company continues to face issues in growth because of increasing competition.
Finally, crude oil is going up across the world and that can put a temporary stoppage to the rally.
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Listen to this to know more.
0:00 Intro
0:10 IDFC FIRST BANK Result
0:43 Retail Loan
1:36 Net Interest Margin
2:06 Micro Finance Example
2:31 My View On IDFC Results
2:45 ROE&ROA
5:26 Cost To Income
6:25 How To Discuss A Bank?
7:44 When Cost To Income Ratio Down?
8:19 INDUSIND BANK 2010
9:11 Watch Only 3-4 Ratios
10:09 Gold Loan
10:26 Will IDFC Fast Bank get the same valuation as Bajaj Finance?
12:07 CLR&SLR Problem On Bank
12:40 MANYAVAR Result
13:53 Crude Oil Price Hike
14:41 US Report
15:22 12 Billion Jobs Distory
16:41 Outsourcing Become Very Dangerous
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Your analysis of IDFC Bank will help me to look at other banks objectively. Thanks a lot. Sudhir Sethi Nasik
Itna sarra knowledge subah subah…wahhh🙏🙏sirji
Your "Gyan" , to which I have given a name the "Sermon of Share Market" is simply EXCELLENT and laudable . My regards Guruji 🙏🙏🙏
one of the best analysis video of banking sector all over the internet ❤❤❤❤❤❤
thank you so so much ..hrrr din esa lgta h ....bhut kuch nya sikh rhe h ....
daily hrrr ek sector yaa ek stock ka analysis video subh wali report m add krr do sir ...please please ❤❤
Really, you are very entertaining person with full of knowledge
Meaningful discussion on how to analyse banks. ❤
One of the best session sir . Tons of thanks .
Loved your narration style and simplicity 😊❤
Sir many many thanks for valuable knowledge jai gurudev
Sir,Always some thing new and thoughtful to learn....
I see that you like a lot America as a place, economy, innovation hub etc a lot!! I also feel the same having spent more than 5 years there. But my Indianess brought me back to India as I wanted to be closer and take care of my parents who are old now. Keep up the natural flair of talking and explaining the stock market and life!!
Excellant guidance sir on IDFC Bank, very useful.
My morning begins with your preaching
Sir US stocks ki bhi discussion plz continue rakhna. Sikhne ko bhut milta hai. Kya new ho ra hai world me pta lagta hai. Thank you sir
Sir today I listened your video three times as it was very interesting and simplified and entertaining but absoloutel6 educative thank you
very happy for good explaination in IDFC first bank
धन्यवाद 😊
Hello Sir. Thanks a lot for spending your time with retail investors like us
Excellent morning report
Thankyou Sir, your passion is a blessing and inspiration to all of us.😊
Lots of learning points discuss sir today as specifically banking sector and main ratios like ROA ROE etc. Nice to hearing in hindi language sir everyday
Good afternoon Basantji, Thanks for the daily dose of high-quality insights. Just heard Equity Head of JP Morgan stating that the current rally is liquidity driven and that the Fed is planning QT of US $ 80-100 Billion USD per month. The US has couple of months back resolved the Debt Ceiling crisis and approved additional borrowings. You had also mentioned that since then, US government has borrowed US $ 1T and propose to increase it from US $ 31 Trillion to US $ 50 T in the next 3-4 years. If this is the case, why is the Fed doing QT now? Thanks, in advance.
Thank you sir for your daily efforts 🙏🙏
Priceless analysis.
🙏🙏🙏🙏🙏
Thanks a ton sir for wonderful wisdom 😊😊😊😊😊
Superb analysis can be used to analyse any Banking and financial institutions. good sir
God bless you Dear Sir
Basantsir a huge fan, main subah shaam weekends aapka video dekhta hoon, mere ghar main aapki awaaz sunkar meri beti jo 1.5 saal ki hai Taklu uncle uncle bolkar mujhe kehti hai god main bithao taaki woh bhi dekh paaye. BTW Sorry agar aapko bura laga toh. Thanks again for your insights!
Thank you sir everyday learning a lot from you ❤
Good morning sir....informative video as well as entertaining
Thank u sir for sharing your knowledge!!
Knowledgeable video sir
Next level information sir❤
great ,I am always your big fan,very informative sir ji
Great knowledge sir
Great knowledge....🙏🙏💓
Good morning sir. Thank you for video 😁🙏
You are An ocean of knowledge
Vaidnathan sahab, very good managment.
My day start only after watching BM equity report
Basantji it’s was wonderful listening to you , excellent knowledge and so well delivered .
It had the flavour of knowledge n entertainment also . God bless
Thank you sir .
Very nice and knowledgeable video 😊
Recollect you had no clue on jdfc fb couple months ago and reviewed due to comments. thanks.
Thank You🙏
This video really taught me something. Thank you sir
We. are.not. knowledge ble.people.so.we.request.you.give..some.buying. tips. please
Hi sir, my assessment on AI based on my research in generative AI is that it is going to reduce the unproductive work but augment over all productivity. Its not going to be a threat as of the current level intelligence. For example is someone is giving a service the service offering time will get drastically reduced as GPT will provide quick searches on a knowledge base. Basically a chap based FAQ.
What I ❤ is your analysis with reference to cricket.
Thanks Sir, Very clear and precise
I have been seen your video everyday
It is not about market but it is about knowledge.thanks sir
Nice commentary 🎉🎉
13:45 Bahuuut Naa insafi hai 😂( Basant sir ka Doiloug )❤
Thanks sir live long and healthy life❤
Pronam Sir,,thank you BMsir really thank you for your guidance
हर वीडियो में अवधूत साठे काहे आ जाता है
Thanks for your simple funda.
I like the way you give Analogy with Cricket ! :)
Brilliant session sir...... Was confused between federal and Idfc......now will see it that way.....
Sirjee, thanks for the very thoughtful insights on idfc first bank.. Is federal or Karnataka Bank also be future new age banks.?? Your view..
@@sureshgurikar6275 i work with federal....can be a little biased but still gold loan, NRI portfolio makes it very attractive......lack of CASA ratio,High employee cost.....make some impact on NIM.....but overall better than karnataka bank
Morning - Food for thought. Shukhriya.
This channel is the best!
Great sir 👍👍
Good information Basant ji
Very good analysis on idfcfirst bank..had trust on Sri Vaidyanathan..Thank you Sir.🙏
Thanks sir for talking about IDFCFIRST Bank. Thanks thanks sir.
Sir,
You're doing a great work can you please start some topics on career in equity domain specifically Indian equity markets.
Or Indian market jobs are only for IIM n IIT guys.
Thanks.❤
Hello sir
Very informative video 👍🏼
Good morning, sir. I have been watching all your videos since the beginning and have benefitted immensely from your wisdom. Thank you, and may god bless you with good health to continue for a long time.
I suggest that it would help many people if you would talk about other sectors also like you covered banking today with examples. When you cover various important players within the sector with their strength, weaknesses and potential, It would help us understand how to analyse various players in a industry.
Maybe monday can be dedicated to this since there is no action over tue week end.
Please consider this request.
Really appreciable well said 🙏
Hello Sir. Thank you for your views on IDFC. Let me share my experience with bank. I have been using multiple banks in the past. Last year I faced a credit card fraud with IDFC card and their response was very pathetic. I used every means of communication but they did not follow any RBI guidelines in terms of communication back to me. When Cyber crime team got involved then matter got settled. On the other hand I faced a similer issue with ICICI few years back and their customer care service was bang on. I think to reach at the level of HDFC and ICICI even if they are spending 73% on cost it will take time.
Thank tou for your videos sir. I just shared the experience as it is also one aspect in banking and the reason why few banks are on premium valuation.
Thanks
Very nice information
Very nice, Sir. Thanks.
Thank you 🎉🎉
Attempt 3
Sir, thanks to your videos many people, myself included have started understanding market better.
One question, how do you see insurance sector. While analyzing the industry I see both pros and cons
Cons - A lot of people used to take insurance for tax saving which is now gone, Lower / lower middle class (which forms bulk of population) not interested in this product
Pro - Second point of con is also a pro, as the per capita income grows there are chances the insurance penetration will grow. And with much lower base it has potential to grow significantly.
Thanks in advance.
This is my first comment. You are doing a great job. Today’s ROA funda for banks is superb learning for me. Please do add such bullets on valuation of business on daily basis for 2-3 minutes if possible. AAP be aaj draya bhi related AI. Here is my question on AI. Sir what would happen to consumption theme stocks if AI lower income bands ki Naukri kha jayega ?
❤🤣❤
Good information 🌹
14:46 someone reminded sir to plug the channel so he stopped speaking about crude oil and said "aap log like karein, share karein, jo bhi karna hai karein basically logon ko pakad pakad ke layein aur subscribe karwayein" and then he went back to teaching, It CRACKED me up - felt so genuine and sweet. :)
Thank you Sir
This channel is very good
Thank you 🙏
very good analysis
Sir u r my idle, I enjoy Yr each video
Hello Sirji, I am Swapnil from Kalyan, an IT professional working for the Private Bank. Huge fan of yours. My question is mentioned below.
In the era of merger and demerger can we book some positions in Bajaj Finserv, considering merger with Bajaj Finance stock in future, what's your thoughts 🤔
Bahut aacha sir
Namste Sir, Aapse request hai ki shares investment me Compounding benefits ko elaborate kare. Kya share bechanese aur fires lene par compounding benefit affect hoga. Bahot Dhanyawad.
BAHUT MAJHA AAYA AAJ KA VIDEO DEKH KE
ধন্যবাদ
सादर प्रणाम गुरु जी
आपने invest करना सीखा दिया हमको BM vision 2030 लिया है
बहुत बहुत धन्यवाद
bhai kon kon se stock h vision me bata do mera capital chota h
सर आप बिच बिच कोमेडि करते हो बहुत मजा आता है very nice sir thank you sir well come
Gooooood video
Hi Sir, Please make some visuals for people to understand what you are saying you will be quite famous very soon, the pace at which you are saying people may find difficult to understand, Your explanations are very good and mind blowing
Sir please explain how to analyze pharmaceutical stocks and do's and don'ts for investing in Pharma sector .
Basant Sir, Thank you for all you do.
Could you please cover new SME ipos as well, like you provide your entertainment knowledge on main board ipos.
Of late SME ipos have been over subscribed in the retail category more than 80x and have given more than 2x returns on the day of the listing ( eg Kaka industries, Asarfi Hospital etc.).
Again there are mixed bag of companies in the SME market so your entertainment education will create awareness among retail investors and they would not get swayed just by looking at X times returns and use inputs provided while applying for such IPOs. Thank you 🙏
Very Nice ❤
Great
गुरूजी प्रणाम
Thank you sir❤❤❤
Sir can you discuss sectoral themes
Along with stocks as you did it today
*Notes
Banking sector
1.Look for ROA it should be 1.5 to 2 % ( 1 lac crore = 1500 crore earning) like HDFC and IndusIn bank
2.ROE
3.Cost /Income =75 %
More branch set up less profit
4.SLR and CLR mandatory for bank and for NBFC so P/B ratio below 2 for bank , and 8 time for NBFC
Hi Basant sir, I often worry our shares got suddenly de-list. Could you please provide a comprehensive explanation of delisting, including the process involved? Moreover, is it necessary for us to stay updated on the news regarding delisting for the companies in our portfolio?
basant explains things in laymen's language which shows he has grip over business levers.