The next HDFC/ICICI Bank or The next Yes Bank? | IDFC First Bank Fundamental Analysis.

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  • Опубліковано 27 лис 2024

КОМЕНТАРІ • 468

  • @namaskarprasad
    @namaskarprasad  Рік тому +36

    Fello offers you upto 12% returns on your investment. Download the app now:
    fello.sng.link/D0yy6/gwb7?_smtype=3

    • @rahulghorai8718
      @rahulghorai8718 Рік тому +2

      Please make a case study on sbi

    • @B.Mahato275
      @B.Mahato275 Рік тому +1

      Prashad, You must make a fundamental and technical detail video of Blackrock.
      It's market capitalisation is horrific.

    • @Abhijitpatle90
      @Abhijitpatle90 Рік тому

      Thank you Sir !
      if it will be possible then make a video on Adani Sir because maximum individual person don't have a proper knowledge on Adani Stocks . specifically I am requesting for make video on ADANI ENERGY SOLUTION !

    • @Indiaram605
      @Indiaram605 Рік тому

      Make a case study on polyplex

    • @6sence203
      @6sence203 Рік тому

      Bakwas app ha dub jayga sab please don't invest here

  • @randelr8638
    @randelr8638 Рік тому +382

    Lesson to be learned: Have effective conversations when u travel by flight

    • @MoneyMadeQuick
      @MoneyMadeQuick Рік тому +9

      Thus a lot of people travel by Business/ First class. I have personally traveled i business class many times and have met Indians Deputy Finance minister, business man (50m $ company) amd many more there

    • @ChandrakantTurkane
      @ChandrakantTurkane Рік тому

      😂

    • @vijyantvataliya
      @vijyantvataliya Рік тому +4

      Not just travel by flight but travel in business class

    • @MoneyMadeQuick
      @MoneyMadeQuick Рік тому +2

      @@vijyantvataliya correct. Those who travel by economy, atleats talk to the people sitting next to you (incase they are approachable)

    • @vijyantvataliya
      @vijyantvataliya Рік тому +5

      @@MoneyMadeQuick but they are busy in making reels and video

  • @niranjanbhagunde1031
    @niranjanbhagunde1031 Рік тому +38

    Mr vaidhynath must be as a CEO atleast further 10 yrs in this duration this bank will be 5 th rank bank in pvt sector HDFC BK /ICICI BK /KOTAK BK AXIS BK AND THEN IDFC FIRST BK

  • @JeevanlalPatel
    @JeevanlalPatel Рік тому +34

    Mr. VV is no doubt an ideal banker of this era. Prasad seems to be equally great analyser. He has considered everything while talking about IDFC First Bank except a minor left out point. i.e merger of IDFC LTD with the Bank. IDFC is getting merged in the Bank with quality assets, and will be completed by this FY. Next year is an year which will show the graph of the Bank after merger.

  • @mitulsat
    @mitulsat Рік тому +148

    True that IDFC first gave 80% + returns on last one year.
    But since 2011, until 2022 - it gave negative returns for straight 12 years.

    • @siddharthbirdi
      @siddharthbirdi Рік тому +27

      That would be IDFC bank which was an Infra lending bank, IDFC bank merged with capital first in 2016, to form the retail focused IDFC First bank.

    • @UATHD
      @UATHD Рік тому +10

      This comment shows that you have never opened thier annual report or thier presentation.

    • @mitulsat
      @mitulsat Рік тому +23

      Clarification......I invested in original IDFC back in 2011 at 150 per share. This then got demerged into IDFC and IDFC Bank at same value. So my buying price of IDFC and IDFC bank was 75 during 2011.
      Both these companies crossed 75 rupee mark in late 2022.
      So you can imagine my concern of getting 0 return for 11 years.
      Just to let you know when I invested in 2011, people were saying IDFC is the next HDFC 😃

    • @sahilraman3185
      @sahilraman3185 Рік тому +3

      I held this share for 5 years and I got 2 percent return , same story

    • @siddharthbirdi
      @siddharthbirdi Рік тому +2

      @@sahilraman3185 3 of those years were COVID and Russia-Ukraine, think long term, future is bright.

  • @akshaysinha748
    @akshaysinha748 Рік тому +19

    Being financial partner 💰🤝with IDFC First Bank makes me feel honor and very proud on my exceptional banking choice..>>

  • @SAM-su3np
    @SAM-su3np Рік тому +12

    Personally I met Mr. Vaidyanathan sir....he is a really great and kind person

  • @akhaleefa
    @akhaleefa Рік тому +21

    VV is a wise and experienced person and there must be succession planning. IDFC First bank will become one of the best bank in India. Covering retail investors is their goal and it makes the bank loans easily recoverable. Wish IDFC First Bank and VV greatest success and also to 143 crore Indians best life.

  • @sanjaynatekar8186
    @sanjaynatekar8186 Рік тому +4

    Prasad Sir's course which his team offered at just 1947 Is really worth more than 10000. Real hard work has been put by him and his team

  • @mahekmehta421
    @mahekmehta421 Рік тому +7

    What a holistic view you have provided. Wonderful Job...

  • @ankitmehta4133
    @ankitmehta4133 Рік тому +7

    Prasad is a real gem, bhut wait hota hai aapki video ka.

  • @dslrboy123
    @dslrboy123 Рік тому +6

    Prakash bhai itni genuine information aap hi de sakte ho,keep going ❤❤

  • @orscarram
    @orscarram Рік тому +4

    this is most underrated channel on youtube, love u prasad da.. yt ko pata challle😂

  • @vikskukreja
    @vikskukreja Рік тому +16

    Good analysis… But valuations for banks are done on price to book and not price to earnings. Hence P/B comparison of HDFC, ICICI and IDFC First would have been good thing to do

  • @sukungyanworld
    @sukungyanworld Рік тому +1

    Ye video bahut jyada chalegi kyuki sandeep mahrshwari ne is bank ke bare m baat ki hai

  • @retrogaminghd3300
    @retrogaminghd3300 Рік тому +13

    I think this bank will be the third largest bank in india in next 5-7 years. The bank management is experienced, the name sounds classy and the branch opening is strong. They have enter insurance industry in near future to cross sell, it will be a great prospect for them.

  • @ashokdeshmukh2426
    @ashokdeshmukh2426 Рік тому +2

    Vidhyanath is fitness freak and philanthropist which he never show off.

  • @tejasgaikwad5253
    @tejasgaikwad5253 Рік тому +24

    I saw a video of Sandeep maheshwari where he said that he had investment in a bank which fits his own checklist of investing and that bank is doing very good. I looked for the bank name in comment section where many people guessed it might be IDFC FIRST BANK. And below that video i got the recommendation of this video which is also about IDFC Bank 😅
    Coincidence or PR?

    • @rahulsrivastav1016
      @rahulsrivastav1016 Рік тому +1

      UA-cam Algorithm

    • @tejasgaikwad5253
      @tejasgaikwad5253 Рік тому +1

      @@rahulsrivastav1016 could have agreed but Sandeep maheshwari's video had no title, thumbnail or even a single word mentioning IDFC FIRST BANK, so just because some comments had it mentioned can't be the reason

    • @diqq8700
      @diqq8700 Рік тому

      pesssaa lgaa denaa pau . haha gyaa toh sahi dub gyaa toh motivate ho lenaa maheshwari se hi
      \
      @@tejasgaikwad5253

    • @manojahir2979
      @manojahir2979 Рік тому

      ua-cam.com/video/0d__anh_LBI/v-deo.htmlsi=gqD2GgihUAdE_JKi

    • @HarendraKumar-rr2mj
      @HarendraKumar-rr2mj 11 місяців тому +1

      Even if its PR then too if a company is performing good...then it's fine to do pr

  • @SHASHANKbeta
    @SHASHANKbeta Рік тому +13

    Dekh Bhai I trust VV and have seen his ethics on working and transparency so a long term investor nothing to worry and yes its going to be a mega bank.

    • @PlasticSquare
      @PlasticSquare Рік тому +3

      Prasad was talking about VV's retirement, there is no clear successor yet, although it is early but there's no guarantee that he will continue for 10 more years. Kotak bank is going through the similar situation, Uday Kotak who built Kotak Bank is yet to announce his successor, we wouldn't know of the successor will be able to surpass him.

  • @The_coding111
    @The_coding111 Рік тому +7

    Who comes after sandeep Maheshwari 's video 😅😅😅

  • @opsmumspedition8422
    @opsmumspedition8422 Рік тому +1

    बहुत अच्छे से आपने समझाया है मैंने IDFC @23 पे खरीदा था आज 278% का RETURN दे रहा है

  • @AshokkumarTV-c8i
    @AshokkumarTV-c8i 9 місяців тому

    I live at Puducherry, India. I hold an account at IDFC BANK. I AM ON THE VERG OF PURCHASING SHARES IN THIS BANK.
    YOUR VIDEO IS VERY USEFUL TO TAKE FINAL DECISION.

  • @investment_Tax_mutualfunds
    @investment_Tax_mutualfunds Рік тому +3

    Cheap sponsorship. Not good for you

  • @avinashgoswami7543
    @avinashgoswami7543 Рік тому

    बहुत बढ़िया जानकारी और आसानी से समझने में दी गई है। धन्यवाद

  • @indubhushan1731
    @indubhushan1731 8 місяців тому

    Really very good analysis🎉🎉
    Hamesa aase he information sabhi to dete rehna ke liya thanku❤❤

  • @shubhakasat5212
    @shubhakasat5212 Рік тому +2

    Loved the detail in-depth analysis, pls also give what will be the projection of IDFC first bank shares - after 5 yrs ( long time view )

  • @mexicanmomo
    @mexicanmomo Рік тому +7

    Mr V is really an achiever .

  • @vickyg246
    @vickyg246 Рік тому +12

    Great Case Study 👍

  • @varunparikh1780
    @varunparikh1780 Рік тому +1

    India mai World Cup jeetna easy hai but Olympic mai Gold Medal jeetna Impossible hai. Average Check kar Lena.

  • @Prashantbanpra
    @Prashantbanpra Рік тому +44

    Mrs bector food par bhi yesa video banayiye sir....

    • @wolvesrocks
      @wolvesrocks Рік тому +3

      Yes plz make a video on bector foods

    • @James-Bond-007_
      @James-Bond-007_ Рік тому

      Fraud company Mrs. Bector

    • @saurabhsrivastava2480
      @saurabhsrivastava2480 Рік тому +3

      Bhai bector food hath se nikal gaya😅😅

    • @jmay3230
      @jmay3230 Рік тому +1

      I never understood it's Valuation.....Unable to get data right

    • @mananrathod5565
      @mananrathod5565 Рік тому +1

      trending pe hi videos aayenge, bector food ko bolo, kuch kand kare,video aa jayegi

  • @HarshvardhanChavan-w4w
    @HarshvardhanChavan-w4w 9 місяців тому +1

    Very informative video bro, keep it up 👏

  • @sandeep_negi
    @sandeep_negi Рік тому +15

    Don’t forget monthly interest on saving accounts bro 🤟

  • @abhishekmalviya096
    @abhishekmalviya096 Рік тому +5

    Kya explain karte ho✨mst❣️

  • @adarshbagewadi4537
    @adarshbagewadi4537 Рік тому

    Prasad Bhai kya information deteoo awesome ..🙏🙏🙏

  • @saddamkischool4486
    @saddamkischool4486 11 місяців тому

    Keep making knowledge videos like this. We always wait. We like your knowledge video and we like it. We thank you for your video.

  • @babukumaraswamymalvic5692
    @babukumaraswamymalvic5692 Рік тому +3

    Thank you, sir , for your indepth Analysis

  • @ashamehta5986
    @ashamehta5986 Рік тому

    We believe in this idfc first,ceo vaidyanathanji is managing it brriliantly

  • @Nitinsoni1112
    @Nitinsoni1112 Рік тому +4

    Sandeep maheshwari ne apni new video idhar se dekh kr bnayi h 😂

  • @sanjaynatekar8186
    @sanjaynatekar8186 Рік тому +3

    Prasad Sir you missed on a very vital point of reverse merger of IDFC Ltd into IDFC First Bank @1.55 swap

  • @naikomi4476
    @naikomi4476 Рік тому +2

    I have idfc first from ₹27 gave 212% returns best ever investment.

    • @hi4743
      @hi4743 Рік тому +1

      Congrats !

  • @bedantamadhabgogoi
    @bedantamadhabgogoi Рік тому +3

    Yesterday I was searching for IDFCFIRSTBANK fundamental analysis, and here we go..

  • @praphulljaiswal7198
    @praphulljaiswal7198 Рік тому +4

    Very good Analysis, You are doing great job.

  • @paragksa
    @paragksa Рік тому +3

    Very nice information. Thanks for giving details analysis of this bank.

  • @gauravshenoy7693
    @gauravshenoy7693 Рік тому +3

    Very Well Explained. Informative Video.
    Thank You.

  • @keshavjuneja9305
    @keshavjuneja9305 Рік тому +13

    I have purchased your every course. After viewing that . I analysed idfc first on my own .
    Acc. To my analysis company is still not making profits from the financing part. Other income at the end tends to make company profitable. And company to have big amount of contingent liabilities. These were the concerns . Rest everything was perfect about the bank.

    • @AnkitGupta-lf2my
      @AnkitGupta-lf2my Рік тому

      Can u give me those video bcz u have already purchased it

    • @namaskarprasad
      @namaskarprasad  Рік тому +7

      Ankit bhai invest kar lo course me... Best decision rahegi. It's at Rs. 1947 till mid night. Agar course ki value Rs. 10,000 se ek rupya bhi kam lagi to 100% refund le lena.

    • @ujjawalkumar8030
      @ujjawalkumar8030 Рік тому +1

      Kitni ki liabilities h?

    • @keshavjuneja9305
      @keshavjuneja9305 Рік тому +1

      3600 crores

    • @keshavjuneja9305
      @keshavjuneja9305 Рік тому +5

      @@namaskarprasad the course definitely worth every money. But asking people like that. Sounds very unprofessional prasad.

  • @theharry027
    @theharry027 Рік тому +1

    ICICI Bank's market cap is over 6 lacs cr whereas IDFC Bank's total market cap is around 65K cr. How come the valuation of IDFC is greater than ICICI. What are your parameters for valuation?

  • @himanshupastagiya3984
    @himanshupastagiya3984 Рік тому +2

    Thx very nice video. At 9.18 min Fund Assets 73051 in 2018 and 154830 in 2023, CAGR mentioned is 6.99% but as per calculation it turn out to be apx. 16% CAGR.

    • @_psychopath_5623
      @_psychopath_5623 10 місяців тому

      Yes. Doubling in 5 years means rule of 72 is applied hence 72/5. Around 14.4%

  • @dileephemmady2658
    @dileephemmady2658 Рік тому +3

    Excellent analysis. Well studied and well presented

  • @harishgovekar3274
    @harishgovekar3274 Рік тому +4

    Could be next HDFC bank, grt long term invstmnt

  • @legendbanda8732
    @legendbanda8732 Рік тому +6

    Who watched this video after watching sandeep maheshwari video earn by doing nothing.... Like it😂

    • @kunjikonjumon
      @kunjikonjumon Рік тому +1

      Han Bhai me bhi wahi dekh ne ayatha kyunki me dono ka subscriber hun
      Bhai pese lagao ispe 😅

    • @legendbanda8732
      @legendbanda8732 Рік тому

      @@kunjikonjumon lagao bhai mst 💯😍

  • @stocktalks1517
    @stocktalks1517 Рік тому +2

    Mark my comment. IDFC First will be 200+ by the end of 2024

  • @0987654clinton
    @0987654clinton Рік тому +1

    Thank you for detailed analysis....

  • @Roushanrj6203
    @Roushanrj6203 Рік тому +1

    Sandeep Maheswari Sir Isi bank k bare m bol rhe the 🎉

  • @keepcalmuvlb5n
    @keepcalmuvlb5n 10 місяців тому

    Brother this stock is in my watch list and I am very new to this area. Liked your analysis and iam your new subscriber ❤

  • @sainaresh7398
    @sainaresh7398 Рік тому +2

    People think IDFC is alliance of HDFC.

  • @dalipkushwaha9964
    @dalipkushwaha9964 Рік тому +7

    Wtf 😂😂😂 Average minimum balance of IDFC bank is 25000 INR monthly 😂😂😂😂

    • @vaidikvichar6528
      @vaidikvichar6528 9 місяців тому

      Its 10k minimum

    • @ritiksrivastava8127
      @ritiksrivastava8127 8 місяців тому

      Wrong info.. it's 10k or 25k whichever type of account you choose

    • @HimanshuSingh-ym6ij
      @HimanshuSingh-ym6ij 3 місяці тому

      Bhai tum toh gareeb lg rhe meko 😅

    • @dalipkushwaha9964
      @dalipkushwaha9964 3 місяці тому

      @@HimanshuSingh-ym6ij haan bro Mai Gareeb hun 😭 par 60k monthly aur room , food, travel charges sab company deta hai, isse acha koi job hai toh please bta dena

  • @PlasticSquare
    @PlasticSquare Рік тому +12

    Hi Prasad, what about IDFC & IDFC FIRST Bank Merger?
    While you mentioned about Infra loan reduction, wouldn't the merger of IDFC & IDFC first Bank do the opposite? Wouldn't the Retail loan book of IDFC First Bank be dwarfed by IDFC Ltd.'s Infra loan book?

    • @UATHD
      @UATHD Рік тому +1

      Read the annual report

    • @JeevanlalPatel
      @JeevanlalPatel Рік тому +1

      Capital of IDFC LTD is also to be considered. In my opinion this merger is going further to strengthen the entity i.e. IDFC First Bank.

  • @rasranjanswain6861
    @rasranjanswain6861 Рік тому

    Badhiya video banaya bhai 👍

  • @sskanagarajut
    @sskanagarajut Рік тому

    First time visitor to you channel. Excellent Work. Worth it. Well-done

  • @Gowiengineer
    @Gowiengineer 27 днів тому +2

    Who came after loosing our money 😅😅 me also

  • @Rahulsharma-k8x6i
    @Rahulsharma-k8x6i Рік тому +18

    Sandeep Masheshwari sir has invested in IDFC BANK

  • @sbrhtdm
    @sbrhtdm Рік тому +2

    Fantastic bank...using 1 year.

  • @kalpeshshah191
    @kalpeshshah191 Рік тому +3

    Ser ujjivan small finance bank per bhi video banaiye usne bhi acha return diya he last one year me

  • @manikbharti5395
    @manikbharti5395 Рік тому +5

    It also has contingent liability of more than 3.5 lac crores. What about that?

  • @ninan1290
    @ninan1290 Місяць тому

    A very good analysis..❤❤

  • @arindamghosh8220
    @arindamghosh8220 Рік тому +5

    Pls make a video on Ujjivan small finance Bank

  • @nagendrasuryan1265
    @nagendrasuryan1265 Рік тому

    In short - Travelling is best when you speak out ideas..

  • @justtry5850
    @justtry5850 Рік тому +18

    Bro IDFC is now title sponsor for Indian cricket team...

    • @siddheshnargolkar
      @siddheshnargolkar Рік тому

      Ye normal hai.. aur sponsorship hone se kya hoga yes Bank bhi to thana na ek waqt!??

    • @justtry5850
      @justtry5850 Рік тому

      @@siddheshnargolkar ok

    • @royclub8686
      @royclub8686 Рік тому +8

      Sahara ,star ,bujus ,dream 11... all these were or are ITC team's sponsor & we all know their current situation 😂

    • @vidollarsign
      @vidollarsign Рік тому +1

      @@royclub8686panoti😂

  • @yoginderbagga6622
    @yoginderbagga6622 Рік тому +5

    Sandeep Maheshwari i guess made a video hinting his bank shares. Just guessing.

  • @PrinceGupta-qg9ny
    @PrinceGupta-qg9ny 8 місяців тому

    Bhai aapne bahut accha. Explain kiya

  • @devashishpandey635
    @devashishpandey635 Рік тому +5

    Kafi jhol hai teri story me. Example banking license idfc first ko nahi capital first ko chahiye tha. Dusra Bandhan bank ke sath hi IDFC bank ko license mila tha. License number 111.

  • @hirenjvasa7340
    @hirenjvasa7340 Рік тому

    Bank strategy is best . Least risk and Max return

  • @guitar-nation-gautam
    @guitar-nation-gautam Рік тому +271

    Who came here after Sandeep Maheshwari’s video 😅

  • @tiwariabhishek1344
    @tiwariabhishek1344 Рік тому

    Who came here after doing the basic fundamental analysis

  • @makingjwellery
    @makingjwellery Рік тому +1

    Sir MUJHE LGTA HAI AAPKI VIDEOS SANDEEP MAHESHWARI BHI DEKHTE HAIN 😅

  • @DamodarBadhwar
    @DamodarBadhwar Рік тому

    Hi Prasad, absolutely stunning case study and storytelling. I was curious to know why IDFC's NIMS are still negative? The TTM NIM is -1443cr. What does it mean? When i compare HDFC bank, it shows a positie NIM.

  • @thehindulion04
    @thehindulion04 Рік тому +1

    Mere pass 32 ke price per 1000 share hai idfc first bank ke 😊

  • @venom-vs3fw
    @venom-vs3fw Рік тому +2

    Moserbaer and Essar group k downfall k upar bhi ek case study banaiye na bhaiya😢

  • @RohitKumar-yy2fr
    @RohitKumar-yy2fr Рік тому +2

    Well explained, Prasad

  • @pratiktalvatkar8381
    @pratiktalvatkar8381 Рік тому +1

    Hii Prasad, a insightful video thank you ❤

  • @nik6943
    @nik6943 Рік тому +1

    Buy now and wait for 5 years

  • @kamalkantdubey8484
    @kamalkantdubey8484 Рік тому +1

    Extraordinary ❤

  • @meet_patel72
    @meet_patel72 Рік тому

    - Achhe achhe video sponsor karo
    - Matlb brand achhi honi chiye
    - P 2 P mein savings kaise ho sakti hai ?

  • @parimalashar4687
    @parimalashar4687 Рік тому

    Excellent presentation
    Mind blowing too

  • @vimalkag
    @vimalkag Рік тому +2

    Great case studies and analysis

  • @m3atfn
    @m3atfn Рік тому +2

    Thanks for the detailed information

  • @sasidharankr2344
    @sasidharankr2344 Рік тому

    Idfc first bank take another two years to come profitable stock

  • @ProsperingAbhijeet
    @ProsperingAbhijeet Рік тому +2

    ROE, ROA, OPM & Last year profit growth is not good. Still can we consider this stock in portfolio just because of management?

  • @AkshayGupta108
    @AkshayGupta108 Рік тому +1

    Hey Prashant, Thank you for valuable content, plz can do analysis of AU bank.

  • @vishwajeetvaze3380
    @vishwajeetvaze3380 Рік тому

    Jab stock price badhta h toh sba achcha dikhne lagta h
    Last year jab yahi stock consolidate karra tha sab log question karre the management ko kya log h 😂😂 ab sab log kya tarif karre h IDFC FIRST ko

  • @krishnasharma-xj5cw
    @krishnasharma-xj5cw Рік тому +2

    Bahut achha

  • @aruntrivedi2817
    @aruntrivedi2817 Рік тому

    Jab jayenge vyedhyanath tab bank ho jayega anath. 😂 jokes apart incredible returns diye bank ne, mere past bhi bai.

  • @viaanmakwana7609
    @viaanmakwana7609 Рік тому

    After Sandeep maheshwari sir video 👍

  • @RohitKumar-cy9to
    @RohitKumar-cy9to Рік тому

    Peter Lynch ke according Kisi bhi Badi cheej ka next impossible hai.

  • @DineshYadav-fy2ny
    @DineshYadav-fy2ny Рік тому +1

    You are doing good job, nice presentation

  • @user-AjayVarma
    @user-AjayVarma Рік тому

    The production quality is day by day increasing but the background music is not good please work on it l, after listening I just closed the video, so plz

  • @raju1315
    @raju1315 Рік тому +2

    Multibagger stock

  • @Kjik44410
    @Kjik44410 Рік тому +4

    Hi Prasad, I am in security market for last 4 years and I am still able to take just 15% returns on my investments. Is it good or need improvements ?

  • @arindamhalder2125
    @arindamhalder2125 Рік тому

    Traveling in business class makes sense now.

  • @akashmehra7335
    @akashmehra7335 Рік тому +1

    Thanks a lot, for this informative video.