Built a solid position in dr Reddy's and ITC thanks to money pechu team, i additionally read the annual report, audit report and concalls for the past 7-8 qtrs and it is in fact heading in the right direction , however quite skeptical when it comes to considering south india bank and Karnataka Bank till now cause indusind seems like a better bet than it
@@EasyMoneyForAll-India I would give u another solid point that they missed out in the video for considering doing my research I found out that the EPS growth rate for the company has been very high its 24.5% CAGR in the past 5yrs , 41.4% in the last 3 years , and to be exact hte EPS per share of last qtr was rs 66.9 and it has decreased to 64 this qtr due to the afforsaid reasons in the video, with current market sentiments the PE is below 20 , when the market starts the bull run or even recovers from the correction the PE will for sure be atleast 25 and the EPS will increase to 70 or so in the next year or in atleast 8 qtrs , then the price will be 25x70 = 1750 a share , all this is under a very prudent assumption aka worst case scenario , if i consider the best case the PE will be assumed as 30 and earnings will go from 64 to 80-85 in 2 years at this rate of eps growth and the stock price will be 80 x 30 = 2400 a share which is essentially double , so in anyways theres a 500 rs profit that can be made at worst case and almost 100% gain in the best case and mind u with rupee depreciation the companys earnings will be even more higher as its business caters to US and europe
10yr CAGR is 5%; 5yr CAGR is 16%; 3yr CAGR is 10%; 1yr return is 8%. Stock seems to have lost momentum. Quarterly EPS in the last 13 quarters is in the narrow range of INR12-INR15. Given the substantial run up post Covid years, it looks the stock will take some time to regain momentum. Given the large event risks (like USFDA observations, litigations, price erosion) does this stock really got any real margin of safety?
Very good analysis and series. Good walkthrough on the approach, how to analyse a stock. Will appreciate if there will be a similar series on a banking/financial stock as it's analysis is slightly different
Gold etf vs physical gold Physical gold is better right when we buy using savings scheme that these giants have? Because there I pay just gold price plus gst 3% and I have the physical gold. But in etf we have 12% ltg also we don’t get the gold in hand. So how is etf better than physical gold? I will still be paying 9 percent more na for etf?
@rajanit7477 global market not good even there is no news from those banks. It's going to go down who will invest and wait for two years if this will go down in future.
Dhana always comes well prepared... Loved the discussion
Built a solid position in dr Reddy's and ITC thanks to money pechu team, i additionally read the annual report, audit report and concalls for the past 7-8 qtrs and it is in fact heading in the right direction , however quite skeptical when it comes to considering south india bank and Karnataka Bank till now cause indusind seems like a better bet than it
Dr Reddy can make money in long run. However not for another one year.
@@EasyMoneyForAll-India I would give u another solid point that they missed out in the video for considering doing my research I found out that the EPS growth rate for the company has been very high its 24.5% CAGR in the past 5yrs , 41.4% in the last 3 years , and to be exact hte EPS per share of last qtr was rs 66.9 and it has decreased to 64 this qtr due to the afforsaid reasons in the video, with current market sentiments the PE is below 20 , when the market starts the bull run or even recovers from the correction the PE will for sure be atleast 25 and the EPS will increase to 70 or so in the next year or in atleast 8 qtrs , then the price will be
25x70 = 1750 a share , all this is under a very prudent assumption aka worst case scenario , if i consider the best case the PE will be assumed as 30 and earnings will go from 64 to 80-85 in 2 years at this rate of eps growth and the stock price will be 80 x 30 = 2400 a share which is essentially double , so in anyways theres a 500 rs profit that can be made at worst case and almost 100% gain in the best case and mind u with rupee depreciation the companys earnings will be even more higher as its business caters to US and europe
Indusind suffering with Small finance loans right ?
@@errayyanar na actually 8 % of its loan book is from small finance loans, while the major ones are at corporate lending
Thank you Dhana and Vinod bro ❤❤❤
10yr CAGR is 5%; 5yr CAGR is 16%; 3yr CAGR is 10%; 1yr return is 8%. Stock seems to have lost momentum. Quarterly EPS in the last 13 quarters is in the narrow range of INR12-INR15. Given the substantial run up post Covid years, it looks the stock will take some time to regain momentum. Given the large event risks (like USFDA observations, litigations, price erosion) does this stock really got any real margin of safety?
Good discussion,
Team, check the description.. other channel TH-cam links not having blue link
Wow Dhana - one day have your own Channel but be part of Money Pechu fraternity. Become Wealthy with Dhana can be a name ! Well prepared one this !!
Good to see the improvement in dhana..one suggestion please add the charts whenever required..it will improve the quality
Very Good discussion thank you both
A very nice study and information accumulation Dhana. Keep it up. 👍
Nice dhana on your progress. Great guiding by vinod
Very good analysis and series. Good walkthrough on the approach, how to analyse a stock. Will appreciate if there will be a similar series on a banking/financial stock as it's analysis is slightly different
Gold etf vs physical gold
Physical gold is better right when we buy using savings scheme that these giants have? Because there I pay just gold price plus gst 3% and I have the physical gold. But in etf we have 12% ltg also we don’t get the gold in hand. So how is etf better than physical gold? I will still be paying 9 percent more na for etf?
Dhana .. great work .. post your analysis table in the comment..
Great points are covered
டேய் டேய் emotion 😂😂😂 missed Mike 😢
Your videos are informative, we are gaining knowledge by watching your videos. Continue your tremendous job. Thank you very much Sir.🙏
Good morning vinod sir and dhana ❤,,,,, zoom and watch,,,,,
Good morning vinod and dhana ,good video
Good morning Sir
Good morning
Dr.Reddy kaaru❤❤❤ Accumulate for Next 5 years
Excellent work of you both. Please don't stop
Saturday morning
Just clarify what you guys are trying to say
Karnataka Bank chart aa pattha. Marubadium 40 rs pogum. Polaguthu 😂
Whose composing music for your video? Anirudh 😂😂😂
South Indian Bank and Karnataka Bank are not good don't buy now and lock your money you will get at dead cheap price.
Reasons why it will go low
@rajanit7477 global market not good even there is no news from those banks. It's going to go down who will invest and wait for two years if this will go down in future.
Sunday 😂😂😂
Please bring in keshav
He waste fellow
Bro Adani power 😢
Athu avlo tha 😂😂😂
@@KAVIPRIYANG 😂😂😂 enaya pudhupetta padam voice varuthu intha msg a vasikamothu