Hi Sahil. Can you make a video about stock market if there is any war with India. And also if there is third world war starts. What to do. during those times in stock market market.
A perfect storm is brewing in the United States. Inflation, bank collapse, severe drought in the agricultural belt, recession, food shortages, diesel fuel and heating oil shortages, baby formula shortages, available automobile shortages and prices, the price of living place. It's all coming together and it could lead to a real disaster towards the end of this year (or sooner). With inflation currently at about 6%, my primary concern is how to maximize my savings/retirement fund of about $300k which has been sitting duck since forever with zero to no gains
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
Holding IDFC First Bank 5000 shares at 27.20 Rs. Infact came in share market on 1st August 2019 to purchase shares of IDFC First bank which was available at 41.19 and then did averaging till July 2020 to hold 5000 shares at 27.20 Rs/ share although much is expected ahead but with god’s grace at 180% up currently. Humble request to make a video on leading FMCG companies as with interest rates cuts sentiments looking are positive for FMCG. Thanks in advance.
Like if you guys want video on same topic👍 Equitas , angel one , RBL, credit access, poonawala fincorp , indusind, utkarsh, suryoday, ugro , sbfc , five star , fusion , spandana etc abhi dip mei buy karna kaisa hoga ? Please discuss in a video ❤ u
No one gives this type of information, u deserve more audience Sahil, but I am sure India is in the nascent stage of learning finance. Once more in flow of people you get more followers, so keep posting such informational videos. I am A big fan of YOU Shail. thank you for all the efforts.
Chill guys. The banking cycle is coming to an end. A lot depends on the board and promoters. It’s a bet on Mr V. Vaidyanathan and his impeccable capability of turning out financial orgs. And by dip I meant a 10-15% dip. Not every 2%.
It was just a reading or summarising of publicly available information. More analysis was required. For eg: the author simply concluded by quoting the deposit growth nimbers that IDFC's deposit profile was better. But if we dwelve deeper, it is the cost at which you are raising funds that has more relevance. For example, Federal Bank has a lower interest rate which is being paid to generate casa whereas idfc pay s a higher rate to grow casa. Hence, casa has no relevance for idfc bank as the interest rate paid is similar to that of a term deposit. Another factor to consider is the ratio of retail deposits to the total deposits as it would give an idea on whether the bank is heavily relying on bulk deposits for such growth. So in short, cost of funds as well as the granularity of funds is what matters when it comes to having a good deposit profile.
Excellent video Sahil. Looking at these comparisons I feel even though Federal bank looks good on pure numbers basis, I feel IDFCFIRST has been ramping up and making an excellent slope. I feel IDFCFIRST will be the first to hit 1lc crore market cap. Also uncertainty in federal bank because of change of leadership scares me.
Hey Sahil, thanks for the great compilation. After following a bunch of finfluencers, you are one of the two I follow now and stopped wasting time with others.. keep it up 👍🏼
You are simply fluent, i wish i can keep listening to you. All the best. By the way this topic of discussion was spot on, something i have been looking for some time now.
Very appropriate comparison at right time...nice video. Plz also make a separate video on Equitas SF Bank..as I m adding / buying it right now. Also poonawalla deserves a discussion.
Personally IDFC First Bank My Favourite because of Aggressive Operations And Growth.... Provision Kam Kardi Profit Up Ho Jayega... Long term bet hai IDFC First Bank... Lambhi Race Ka Ghoda I Would Say...😅
Vaidyanathaan sir is great banker.10 years back.nobody thought that idfc will survived in banking sector but this banker give new face to IDFC first...I go with Vaidyanathan sir....
Thanks for great work. A recommendation for better visualization, can you add green color to the cell where one company has an advantage over other in matrix?
I still believe IDFC first will move much faster than Federal Bank. We are hearing federal bank as promising for last 5-6 years. But it is a slow mover. The type of adversity idfc first faced from its birth and from there so first they are recovering is much promising than federal bank. This quarter high provision in its book is one time affair for flood in tamilnadu. Good part of mr vaidyanathan is he never dare to take provision in book and recover from there quickly. Hats off to him.
The big issue with IDFC FB is the huge share capital base of 7000k crores which is 15 times more than Federal bank. Even with communist rate of growth, Federal bank’s PE and ROE numbers will be better compared to IDFC F Bank. L&T Finance will an example compare to many new age NBFCs. Promotors move huge low yielding assets to a new company and merge with parent.. Unless Vaidyanathan reduces 10 Rs face value to 1Rs IDFC ratios won’t be better. During bad patch, will get exposed more!!
Hi sahil ji.....is there any negative effect or not in compounding if i do tax harvesting in mutual fund?........can you explain this topic in details 🤳🏻
One very big mistake bro. IDFC FB book value per share is 48 and not 39 as you have taken to calculate Price to Book. Leading to complete wrong picture. Correct PBV is 1.44 not 1.9
In recent years federal bank employees also started behaves like hdfc bank employees which means sales presssure reached in top of them similar to other private banks . Means federal bank also hoing to expand like idfc , so i think considering the legacy and Trust federal will succeed
Sahil you didn't take into consideration of what is happening in Idfc first loan book and balance sheet. You just depends on past data Idfc is still going into constructive phase Mr vaidyanathan repeatedly saying like we are building mega bank
Market discounts future earnings and hence we need to calculate 24-25,25-26 projections for arriving at share performance in future .past is an indicator, future decides
I have 2 RBL credit card and I use them very rarely. I have one federal card and use it day to day bases. Just to compare which bank's credit card consumer is using.
Also idfc is a turnaround bank. Federal was always a good bank. Your 3 year share price data of share price is incorrect pls correct it sahil. 3 Yr idfc share price movement is better pls check data. Idfc 30 to 76 up 153%, federal moved from 85 to 201 up 137 %. Both are equally good, idfc slightly better. But idfc progress is much more seeing the start position
History suggests when stock has rallied and given multibagger returns.. It's absolutely normal to get down by 40% in most cases and that says the stock price should be around rs 60-65...as stock is in downtrend for now
Sahil makes video only for longterm (3-5 years) not for a year or two so always make sure that you bet on a stock which suits your trading/investing style
Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
Please cover equitas small finance Bank. Should we buy it or avoid as it's result is very poor
You've not covered the unsecured loan book % for these banks
Hi Sahil. Can you make a video about stock market if there is any war with India. And also if there is third world war starts. What to do. during those times in stock market market.
Please note the merger with Capital first was with IDFC Bank Limted and not IDFC limited. Post merger it was called IDFC first Bank
A perfect storm is brewing in the United States. Inflation, bank collapse, severe drought in the agricultural belt, recession, food shortages, diesel fuel and heating oil shortages, baby formula shortages, available automobile shortages and prices, the price of living place. It's all coming together and it could lead to a real disaster towards the end of this year (or sooner). With inflation currently at about 6%, my primary concern is how to maximize my savings/retirement fund of about $300k which has been sitting duck since forever with zero to no gains
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Google Annette Christine Conte and do your own research. She has portfolio management down to a science
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
Holding IDFC First Bank 5000 shares at 27.20 Rs. Infact came in share market on 1st August 2019 to purchase shares of IDFC First bank which was available at 41.19 and then did averaging till July 2020 to hold 5000 shares at 27.20 Rs/ share although much is expected ahead but with god’s grace at 180% up currently.
Humble request to make a video on leading FMCG companies as with interest rates cuts sentiments looking are positive for FMCG.
Thanks in advance.
CAGR = 29.3%
There is no bank growing like IDFC Bank.. I have even bought it at current higher levels continuously without thinking of valuations.
Aed more stocks every year
Like if you guys want video on same topic👍
Equitas , angel one , RBL, credit access, poonawala fincorp , indusind, utkarsh, suryoday, ugro , sbfc , five star , fusion , spandana etc abhi dip mei buy karna kaisa hoga ? Please discuss in a video ❤ u
Fed bank and fusion micro finance
@@rasingh6893Do u mean Fed Bank financial?
Holding Federal Bank with 52% Profit ❤
Oh
No one gives this type of information, u deserve more audience Sahil, but I am sure India is in the nascent stage of learning finance. Once more in flow of people you get more followers, so keep posting such informational videos. I am A big fan of YOU Shail. thank you for all the efforts.
Entertainment video will get more viewers. Not education.
I keep on buying IDFC First Bank on every dip.
Don't go for any banking stocks
Until you loss the money
Don't or else you will be dipped 😂
Chill guys. The banking cycle is coming to an end. A lot depends on the board and promoters. It’s a bet on Mr V. Vaidyanathan and his impeccable capability of turning out financial orgs. And by dip I meant a 10-15% dip. Not every 2%.
Okay... You please uplift the stock price by buying at every dips
It was just a reading or summarising of publicly available information. More analysis was required. For eg: the author simply concluded by quoting the deposit growth nimbers that IDFC's deposit profile was better. But if we dwelve deeper, it is the cost at which you are raising funds that has more relevance. For example, Federal Bank has a lower interest rate which is being paid to generate casa whereas idfc pay s a higher rate to grow casa. Hence, casa has no relevance for idfc bank as the interest rate paid is similar to that of a term deposit. Another factor to consider is the ratio of retail deposits to the total deposits as it would give an idea on whether the bank is heavily relying on bulk deposits for such growth. So in short, cost of funds as well as the granularity of funds is what matters when it comes to having a good deposit profile.
diversify ur investment 50% in IDFC and 50% in Federal for 5 years...start monthly sip in both banks
Excellent video Sahil. Looking at these comparisons I feel even though Federal bank looks good on pure numbers basis, I feel IDFCFIRST has been ramping up and making an excellent slope. I feel IDFCFIRST will be the first to hit 1lc crore market cap. Also uncertainty in federal bank because of change of leadership scares me.
Awesome video! Love to see more such comparison in other sectors too.
Excellent analysis. Super presentation based only on data and facts. Sincere and honest approach. Fine
You did a commendable job....Regarding the clarity, there is hardly anything you left behind..
...🙏
Hi Sahil, excellent video and hats off to your creativity and presentation. So much insightful 👌
Hey Sahil, thanks for the great compilation. After following a bunch of finfluencers, you are one of the two I follow now and stopped wasting time with others.. keep it up 👍🏼
Same here
Who is the another one you follow ?
@@Jaehyun143 trendfollowingwithmanoj
@@Jaehyun143 TrendFollowingWithManoj
You are simply fluent, i wish i can keep listening to you. All the best.
By the way this topic of discussion was spot on, something i have been looking for some time now.
Holding 5000 quantity of IDFC FIRST BANK.. and expecting to touch 500 in next 5 years..
What is your avg price??
@@nagendravadige9114 78 sir
IDFC first holding in 90 rupees 1000 quantity 😊
Excellent and very professional analysis. Kudos mr sahil
Thanks Sahil for this vedio. I was looking for investing in a private bank at this time for long term but was not able to decide.
Very appropriate comparison at right time...nice video.
Plz also make a separate video on Equitas SF Bank..as I m adding / buying it right now.
Also poonawalla deserves a discussion.
Personally IDFC First Bank My Favourite because of Aggressive Operations And Growth.... Provision Kam Kardi Profit Up Ho Jayega... Long term bet hai IDFC First Bank... Lambhi Race Ka Ghoda I Would Say...😅
Great content as always Sir,thanks🎉❤
this was very insightful. please do more comparisons like these!! thank you so much sahil!
Was waiting for this video🙏
Thanks Sahil, very helpful
Brilliant analysis @Sahil. I am holding a considerable amount of IDFC. After seeing you, will analysis Federal bank too. Stay blessed❤
Excellent video these kinds of videos will provide insights for analysis
really good analysis. Hands off to your effort
I was waiting for this video ❤❤❤
Vaidyanathaan sir is great banker.10 years back.nobody thought that idfc will survived in banking sector but this banker give new face to IDFC first...I go with Vaidyanathan sir....
Very informative Great Analysis
Thank youu
Thank you🙏🙏 so much sir. Please discuss about pharma sector companies
Excellent analysis, thanks for your hard work
Very comprehensive analysis
Thanks
Great ana❤
Please let me know IDFC Ltd and IDFC First Bank merger date?
Beautiful analysis and best information
Good data points . Thanks for the video
Excellent as usual ❤❤
Thanks for great work. A recommendation for better visualization, can you add green color to the cell where one company has an advantage over other in matrix?
very good comparison, pl. keep it up.
Useful Information !! Sir
I still believe IDFC first will move much faster than Federal Bank. We are hearing federal bank as promising for last 5-6 years. But it is a slow mover. The type of adversity idfc first faced from its birth and from there so first they are recovering is much promising than federal bank. This quarter high provision in its book is one time affair for flood in tamilnadu. Good part of mr vaidyanathan is he never dare to take provision in book and recover from there quickly. Hats off to him.
The big issue with IDFC FB is the huge share capital base of 7000k crores which is 15 times more than Federal bank.
Even with communist rate of growth, Federal bank’s PE and ROE numbers will be better compared to IDFC F Bank.
L&T Finance will an example compare to many new age NBFCs.
Promotors move huge low yielding assets to a new company and merge with parent..
Unless Vaidyanathan reduces 10 Rs face value to 1Rs IDFC ratios won’t be better. During bad patch, will get exposed more!!
Excellent analysis Sahil...
Textile sector video excellent Sahil. Today Sportking stock increased more than 10%. Keep it up
No words Sahil !! Excellent Video and I sights as always ❤
No one:
Sahil: idfc first bank-
Under the leadership of vaidyanathan under the leadership of vaidyanathan 😏
Excellent analysis 👏 ❤
Hi sahil ji.....is there any negative effect or not in compounding if i do tax harvesting in mutual fund?........can you explain this topic in details 🤳🏻
One very big mistake bro. IDFC FB book value per share is 48 and not 39 as you have taken to calculate Price to Book. Leading to complete wrong picture. Correct PBV is 1.44 not 1.9
Thanks sahil ji.
In recent years federal bank employees also started behaves like hdfc bank employees which means sales presssure reached in top of them similar to other private banks . Means federal bank also hoing to expand like idfc , so i think considering the legacy and Trust federal will succeed
Sahil you didn't take into consideration of what is happening in Idfc first loan book and balance sheet. You just depends on past data Idfc is still going into constructive phase Mr vaidyanathan repeatedly saying like we are building mega bank
Market discounts future earnings and hence we need to calculate 24-25,25-26 projections for arriving at share performance in future .past is an indicator, future decides
Very Informative video
Plz make a video on SGB
Good Work❤
Good comparison Bro....
Very good analysis ✅👍
Brilliant and informative.
Super video. Many Thx
Excellent and very informative
Great video🎉
i invested in federal bank at Rs 79, it has given good returns so far
Leadership is the key. The new MD of Federal Bank is NO match for Vaidyanathan of IDFC first Bank. Mr. V Vaidyanathan is way ahead
when the merger of idfc with idfc bank will happen . what is the record date for that
I prefer IDFC Bank FV Rs. 10/- in comparison to Fedbank FV Rs. 2/-
IDFC expanding branch network very fast. Fedbak has a tag of South based.
Very informative study on two banks❤
👍 Good job, thanks
awesome!
Will Suzlon next Multi bagger like Ireda ? Please share your feedback
No. Check it's market cap.
It's already multibagger
Excellent comparison
I have 2 RBL credit card and I use them very rarely. I have one federal card and use it day to day bases. Just to compare which bank's credit card consumer is using.
Tqq sahil garu..am holding idfc first from last year
I can switched my investment in idfc first bank to federal bank before one year and sitting in 60 % profit
Thank you sir ❤
Super I feel you can book out and enter idfc for same returns in next 2 yrs
great content...
Hi how about South Indian Bank, very low PE
That's another stock which will prove multibagger in coming years
PE is not a suitable metric to check the valuation of banks. A more accurate metric will be Price to book ratio P/B
@@swarooplad5110 and what should be the value??
pls note operational costs are also very high for SIB
Good one thank you bro
Also idfc is a turnaround bank. Federal was always a good bank. Your 3 year share price data of share price is incorrect pls correct it sahil. 3 Yr idfc share price movement is better pls check data. Idfc 30 to 76 up 153%, federal moved from 85 to 201 up 137 %. Both are equally good, idfc slightly better. But idfc progress is much more seeing the start position
History suggests when stock has rallied and given multibagger returns.. It's absolutely normal to get down by 40% in most cases and that says the stock price should be around rs 60-65...as stock is in downtrend for now
Sahil makes video only for longterm (3-5 years) not for a year or two so always make sure that you bet on a stock which suits your trading/investing style
Good Analysis sir
Which one should we buy idfc ltd or idfc first bank
Hai sahil sir🙌
What if the numbers u spoken are fake just like yes bank. What's the guarantee that all profits of these banks are true?
Sir,,
IDFC first Bank 71.8 k price par 6000 shares liya hoon...
Kya share 100 tak jaa sakta hai December 2024 tak ???
Please reply...
Many Thanks!!!
Sahil please bring a detailed video on POWERMECH PROJECT
Thank you❤
Good comparison ad details analysis
When is IDFC is set to merge with IDFC first Bank?
For Idfc first bank book value is Rs 49 and cmp is Rs 74.5 so price to book is 1.52
Both are @ good level to grow further.
Which bank does he is most bullish idfc or federal?
Great video ❤
Idfc or idfc first bank?? I'm keep buying on idfc..
Very good analysis.
What about RBL bank only has 1/4th market cap with 3/4th of federal Bank revenue.
FEDERAL forever
What is provision?
IDFC First Bank has solid fundamentals worth to keep investing for longer term
Equitas and poonawala please diuscuss