Vaidyanathan ji has made sufficient provisions and during his last interview he said no need for further provisions. He fully knows about past legacy. My view is buy and forget for at least another 5-6 years and then see what will happen and you will never regret your investments in this bank. Thanks That is my personal view.
Analysis of the various PSU Banks, like Canara Bank, SBI, Union Bank, Bank of Baroda, etc. Feels like they are undervalued. Are they really good for investment?
Remember Chanda Kochar who is associate with ICICI Bank also do not forget the name of famous Ramesh Gelli associated with Global Trust Bank which latter merged with Oriental Bank of Commerce. So mere Bhai naam piche maat Douro.😀
I use CRED for credit card recently they offered me cash loan based on credit score. I saw the IDFC First bank logo there. Looks like they are actually focusing on retail
Also they are tied up with flipkart for providing shopping on credit. And it helping me to create my cibil score. As i had no loan /credit history it was 0.
PARIMAL SIR is the one whos video i love so much..thank you so much sir for adding so much of value in our life .you make my mynd like a invester thank you so much sir i love you soo much
Can you please create one video around what's better in current scenario, buying home or living on rent for people who are living outside their native states for jobs. Looking at current scenario while WFH is on cards, this will be interesting. Also those people mostly would like to go back to their home town once they are done with job. If you can please share your expert opinion on this, it will be really helpful to many people.
Sir ye jo current share market booming hai ye fundamental se jyada liquidity ki hai. so abhi long term investment ke baare main sochna I think risky. kyuki 2 ya 4 ya 6 mahine main market main corrections Aayenga tab may be possible ye IDFC BANK ka share 20 se 22 rupees main bhi mil sakta hai.
Wonderful analysis as usual. Apart from DHFL, Idea & Reliance Capital, I don't thinks they have any big ticket to pay for & they have already done provisioning for that. If future of IDEA changes (As many are expecting due to pumping of money by external firms) they can breath cool. Same is the case with DHFL. If Piramal Deal succeeds- they may get another breather (Though compromised). Reliance Capital is a forgotten story & IDFC have to carry with that. What I feel- once their CASA touched 70% & retail to Corporate loan book rebalances in 70:30, there total loan book will start growing fast & by the time their branches will also increase in number. Now goo thing is that have limited 7% interest rates for loans up to 1 Cr with gradually decreasing interest rates for higher tickets so their margins will pick up fast, as I think. These all things will begin effecting share prices to zoomed levels within 2 years. So triple digit prices can be seen after July- 2023, as I hope.
Sir with full respect I doubt this theory reason being in the recent past we had Rana Kapoor Leading Yes Bank and that story was a success when we saw yes bank leading top 10 private bank and then what🙄 happened we all🚫 know....Rs.400 ka share aj Rs.18 investor ka paisa dooba ke baitha hai.... Abhi bi theories aa rahi yes bank will bounce back that also I don't agree unless I see it back in future.... Now small will remain small and big will continue to grow.... Baki Sawari Samaan ki Khud Zimmedar hai
Nhi bdnge ab ye fmcg low debt stocks........only high debt bdnge bcoz ab inflation aa gya h.... commodity price bd re h.....n interest rates are lowest......jb tk usfed interest rate nhi bdata.....tb tk fmcg stocks jyda ni chlnge.....
@@gauravjangra5169 maine 3200 ka Loss me Sell kar diya Coronavirus me Ab IDFC First Bank Ka Rate 30-40 Rupaye Ho Jaega Loss me Bech do Daam Kam Ho To Isse Jada Quantity Mil Jaega
Parimal Sir, fan of ur videos and ur smile. Please share ur analysis in below stocks. Guys like this comment, so sir will notice it. Tata Steel PP 3i infotech Vodafone Tata Power Hemisphere properties Adani Green RVNL Suzlon Energy Thank you in advance 🌝
Sir , Kindly make a video on how to hedge our portfolio or the stocks ? Kindly introduce us to the world of F&O , (purely hedging) and no speculation or trading or arbitrage.
Heartiest Congratulations for achieving all ur targets , it talks volumes about ur genuine efforts to give sharp information to all retail investors 👍👍
Motherson sumi. It will pay u in long term. RVNL is ok but not very good... Moreover you can leave both and can invest in IRCTC. You'll surely earn good returns... All the best
1st May -- IDFC First Bank has cut the interest rate on savings accounts from 6% to 4-5% for accounts with a balance of more than ₹1 lakh and up to ₹2 crore. The new rates will be effective from 1 May. How should we read this 1) they have got enough CASA to not offer lucrative rates anymore? OR 2) they are struggling to maintain the balance sheet hence need to reduce the liability exposure? Would appreciate your take on this. Thanks and a big fan. 🙏 stay safe.
I think that legacy issue will create problem in the short term but looking at the growth in retail lending I don't think it will drown the bank and this too shall pass and I hope this will be very good company to own.
Sir as more and more EVs manfacturing companies are showing interest in entering into Indian market so can't we conclude that power/electricity is a kind of fuel in future. so sir can Tata power be next reliance industries ?
Sir.. I m big fan of yours sir.. Maine Abhi 12/01/2021 m gmdc k stock kharide..the Lekin usi din bech diya but mujhe more and more knowledge chahiye..to m kya Kru..
Kindly have more mix of English words so that people like me who is not conversant in Hindi can follow well and understand. Good presentation 👌. Thanks for the same.
There is a similarity between Tata group and IDFC, the net worth of the companies and investors confidence has increased because both the company are in the good hands.
Sorry to say when u making a video for a particular stock dat will be seeing in down next day...I observed this from last 15 days you can also cross check
But mr v vadhyanath definitely he will the assateague book and he is strictly working on that npa matter and there nim will be 100% 4*5% + comparatively better than all pvt big bk as there most of loan given idfc first bk small ticket size and in that normal intrest rate more now the bk is in expansion face even then there nim is 4*5 % so this thing also u have to consider till March after annual result there asset quality will be very good and that time the bank will be in a very good position
Hi ... I just want to understand what happened to IDFC 1 st bank , why even though it had a wonderful Q4 result.. it s down by 2 percent. I was impressed with the analysis u had done for the same.. but couldn understand the reason . On the other hand bank nifty also ended in a good green figure... Still unable to see a reason . Can u pls in short tel me what could be the reason.. awaiting reply . U r sincere followe
PLEASE ANSWER .... 4x margin me share liye hoge delivery me or balance minus me dikh raha hoga or agar apn ne wo minus funds pay krdiye toh apan margin Lliye huwe share as a normal delivery me hold kr skte he kya??? with out paying interest..
@@nileshdhore900 bro there is no calculation, but the way bqnk are growing i feel, if you are invested stay invested or sale and book profit, it's your choice.
Don't underestimate IDFC bank brother , because man behind IDFC bank is V Vadiyanathan who is responsible for tremendous growth of IDFC bank in such a short time.he is a genius person.
Sir, I See very high P/E in the liquor segment stocks. Can we please have an video on in this sector like future growth, opportunities, price levels etc. ?
There is no such thing like next hdfc bank or next Bajaj finance..... Every business have their own niche to grow.....and by the way.... HDFC bank is the next HDFC bank
Please make a video on Britannia industries. Is it worth buying at 3550 levels?? Also, try to make a video on Asian Paints and Pidilite industries. They are touching an all-time high every day. Is it worth buying on this level currently?? What should be the strategy of buying the above stocks??
Sir ur growth rate is so high, if u were a stock I would definitely invest a lot in it
😅😅😅
😂😂 nice!
😂😂😂lol
So true
😂😂
Investor - sir will sbi become multibagger?
Sbi bank - mujhe nahi pata agle counter pe jaa
TATA MOTORS pe ek video ho jae sir. Long term outlook. Growth & earning visibility.
Depends on JLR
Yes sir video on tata motors
Yes please make video on TATA MOTORS
long term... go for hdfc Amc...
Yes....
Instead of stocks, teach us fundamental and technical analysis so that we can become independent analysers.
He has. Check out his old videos.
Then who will watch his videos??
@@arun8685 is the course worth to be paid for?
HFCL Ltd plz
@@babubhaiyasonekalotawaale9419 Go for Rachna ranade's course on fundamental and technical analysis. They are gems.
Your commentry on IDFC FIRST BANK MARVELOUS.
Vaidyanathan ji has made sufficient provisions and during his last interview he said no need for further provisions. He fully knows about past legacy.
My view is buy and forget for at least another 5-6 years and then see what will happen and you will never regret your investments in this bank. Thanks
That is my personal view.
Happiest minds going to be Biggest IT wealth creator of This decade
Analysis of the various PSU Banks, like Canara Bank, SBI, Union Bank, Bank of Baroda, etc. Feels like they are undervalued. Are they really good for investment?
Vaidyanathan was also associated with ICICI and HDFC so yes IDFC First is the next HDFC bank
Remember Chanda Kochar who is associate with ICICI Bank also do not forget the name of famous Ramesh Gelli associated with Global Trust Bank which latter merged with Oriental Bank of Commerce. So mere Bhai naam piche maat Douro.😀
I use CRED for credit card recently they offered me cash loan based on credit score. I saw the IDFC First bank logo there. Looks like they are actually focusing on retail
Also they are tied up with flipkart for providing shopping on credit.
And it helping me to create my cibil score. As i had no loan /credit history it was 0.
Sir what are your views on Manappuram Finance for next 20 yrs
Yes it can become both have similarities , given negative returns in an year.
Sir , please create video on Tejas network and Sterlite technology, short term and long term view.
What about IRCTC
Order de rhe ho ka
Mere comment ke baad "sir" laga diya...waah.. waise, "please" use kiya jata hai.... "kripya"
@@smd4051 done ✅!!
Sterlite has a bad promoter, when you analyse please look at the promoter first.
@piramal- Please compare equity of both
By overall profit idfc will be next hdfc but not return wise as its equity is highly diluted
I have seen such videos for Yes Bank 3/4 yrs back. But no one can say what’s in future
Yes bank still has future....If it does well it'll do well in 5-10 years
Basically such banks work on single principle... Collect money from retailers and run away.. Don't believe
@@aksket2000 yes bank is backed by SBI, So we can trust it
@@gurukula958 true
Ade Ji IDFC is useless bank, rather city union bank can possibly be next HDFC (if CUB works very hard)
PARIMAL SIR is the one whos video i love so much..thank you so much sir for adding so much of value in our life .you make my mynd like a invester thank you so much sir i love you soo much
Thank...you sir 😇🙏
Next stock will be RVNL
IF possible 🙏
Can you please create one video around what's better in current scenario, buying home or living on rent for people who are living outside their native states for jobs. Looking at current scenario while WFH is on cards, this will be interesting. Also those people mostly would like to go back to their home town once they are done with job. If you can please share your expert opinion on this, it will be really helpful to many people.
Made small investment in IDFC First Bank. After clarity regarding NPA, will decide whether to invest more or not. Mr. BV is a champion🏆
Nam pichone chutben naa. Ramesh Gelli naam mone pare Global Trust Bank. Bank Oriental Bank of Commerce merged Hoi. Share holder ek paise paini.
Sir ye jo current share market booming hai ye fundamental se jyada liquidity ki hai. so abhi long term investment ke baare main sochna I think risky. kyuki 2 ya 4 ya 6 mahine main market main corrections Aayenga tab may be possible ye IDFC BANK ka share 20 se 22 rupees main bhi mil sakta hai.
Kindly look into ethonol story of india? Outlook is good, demand is there....can we make it? Is it value investing.
Wonderful analysis as usual. Apart from DHFL, Idea & Reliance Capital, I don't thinks they have any big ticket to pay for & they have already done provisioning for that. If future of IDEA changes (As many are expecting due to pumping of money by external firms) they can breath cool. Same is the case with DHFL. If Piramal Deal succeeds- they may get another breather (Though compromised). Reliance Capital is a forgotten story & IDFC have to carry with that.
What I feel- once their CASA touched 70% & retail to Corporate loan book rebalances in 70:30, there total loan book will start growing fast & by the time their branches will also increase in number. Now goo thing is that have limited 7% interest rates for loans up to 1 Cr with gradually decreasing interest rates for higher tickets so their margins will pick up fast, as I think.
These all things will begin effecting share prices to zoomed levels within 2 years. So triple digit prices can be seen after July- 2023, as I hope.
Sir with full respect I doubt this theory reason being in the recent past we had Rana Kapoor Leading Yes Bank and that story was a success when we saw yes bank leading top 10 private bank and then what🙄 happened we all🚫 know....Rs.400 ka share aj Rs.18 investor ka paisa dooba ke baitha hai....
Abhi bi theories aa rahi yes bank will bounce back that also I don't agree unless I see it back in future....
Now small will remain small and big will continue to grow.... Baki Sawari Samaan ki Khud Zimmedar hai
Your knowledge and real analytical explanations are very good.. you can soon achieve 1million sir. You are awesome.. I like you so much.
Next video on Britannia. Playing around 3500 levels from sometime. Might jump anytime soon
Nhi bdnge ab ye fmcg low debt stocks........only high debt bdnge bcoz ab inflation aa gya h.... commodity price bd re h.....n interest rates are lowest......jb tk usfed interest rate nhi bdata.....tb tk fmcg stocks jyda ni chlnge.....
This is the my first video to see, ur explanation and clearance is very nice sir
Sir, what about Tata Power at present prize to invest.
For 3-5 years it's a great buy.
@@amanrastogi6640 Do you see a growth potential similar to Adani power?
@@AshishGupta-oz1ig way more than that.
Buy tata power
Bahut Accha Video 900 Stock IDFC BANK ka Hold Kiya Hoon , Loss Ho Raha Hai Fir Bhi Hold kiya Hoon 67.59 me Liya tha 👍
Mai 615 stocks hold kia hu 63.73 pe
Kya lgta hai sell krde ya hold kre
@@gauravjangra5169 maine 3200 ka Loss me Sell kar diya
Coronavirus me Ab IDFC First Bank Ka Rate 30-40 Rupaye Ho Jaega
Loss me Bech do
Daam Kam Ho To Isse Jada Quantity Mil Jaega
@@gauravjangra5169 Sell It Maine 3200 Loss me Sell Kar Diya , Cash Rakho Account me Ek bhi share mat khareedo Daam ekdum Kam Hoga to khareedna
@@OptionTraderz kal hi sell krta hu bhai phir market open hote hi
Sir would request your views on borosil renewables. Lot of talks about it being a monopoly player in the solar glass panel mkt.
Parimal Sir, fan of ur videos and ur smile. Please share ur analysis in below stocks.
Guys like this comment, so sir will notice it.
Tata Steel PP
3i infotech
Vodafone
Tata Power
Hemisphere properties
Adani Green
RVNL
Suzlon Energy
Thank you in advance 🌝
Sir , Kindly make a video on how to hedge our portfolio or the stocks ? Kindly introduce us to the world of F&O , (purely hedging) and no speculation or trading or arbitrage.
Please discuss technical analysis and purchase levels of Alkyl Amine
Heartiest Congratulations for achieving all ur targets , it talks volumes about ur genuine efforts to give sharp information to all retail investors 👍👍
Banking sector is home pitch for Parimal Sir... Great video
Sir RVNL or motherson sumi, electric vehicles future industry par analysis please
Motherson sumi. It will pay u in long term. RVNL is ok but not very good... Moreover you can leave both and can invest in IRCTC. You'll surely earn good returns... All the best
1st May -- IDFC First Bank has cut the interest rate on savings accounts from 6% to 4-5% for accounts with a balance of more than ₹1 lakh and up to ₹2 crore. The new rates will be effective from 1 May.
How should we read this 1) they have got enough CASA to not offer lucrative rates anymore? OR 2) they are struggling to maintain the balance sheet hence need to reduce the liability exposure?
Would appreciate your take on this. Thanks and a big fan. 🙏 stay safe.
Sir what about yes bank? Is this bounce back? Im holding 1800 share, should hold for long?
Hold for long term then only u will be able to make handsome return
I think that legacy issue will create problem in the short term but looking at the growth in retail lending I don't think it will drown the bank and this too shall pass and I hope this will be very good company to own.
Sir as more and more EVs manfacturing companies are showing interest in entering into Indian market so can't we conclude that power/electricity is a kind of fuel in future. so sir can Tata power be next reliance industries ?
Sir.. I m big fan of yours sir.. Maine Abhi 12/01/2021 m gmdc k stock kharide..the Lekin usi din bech diya but mujhe more and more knowledge chahiye..to m kya Kru..
Kindly have more mix of English words so that people like me who is not conversant in Hindi can follow well and understand. Good presentation 👌. Thanks for the same.
There is a similarity between Tata group and IDFC, the net worth of the companies and investors confidence has increased because both the company are in the good hands.
Sorry to say when u making a video for a particular stock dat will be seeing in down next day...I observed this from last 15 days you can also cross check
But mr v vadhyanath definitely he will the assateague book and he is strictly working on that npa matter and there nim will be 100% 4*5% + comparatively better than all pvt big bk as there most of loan given idfc first bk small ticket size and in that normal intrest rate more now the bk is in expansion face even then there nim is 4*5 % so this thing also u have to consider till March after annual result there asset quality will be very good and that time the bank will be in a very good position
Main fan hun v vidyanath Ji Ka
First Citi bank boom
Then capital first boom
Now idfcfirst bank
Bro icici bhulgaye
@@chiragturakhia8913 hmm Bhai Bhai Baad me yad aya
Capital first se bada chor hai home credit. I already worked with capital first.
Hi ... I just want to understand what happened to IDFC 1 st bank , why even though it had a wonderful Q4 result.. it s down by 2 percent. I was impressed with the analysis u had done for the same.. but couldn understand the reason . On the other hand bank nifty also ended in a good green figure... Still unable to see a reason . Can u pls in short tel me what could be the reason.. awaiting reply . U r sincere followe
How to invest in debt fund as interest rate have been bottom out.
Use Coin by Zerodha or If you have a HDFC bank account you can directly invest from your savings account.
Video on index fund concept and sip in index fund for beginners
AU small bank , please. I am seeing lot of branches of this bank in even tier-2 cities of Maharashtra .
Buy....number 1 small finance bank currently time.
How is shivam auto?
Good to invest?
Chemical Sector best 5 stock with comparison
🙏🏻 please analyse FCL and suggest/comment future moves for stock holders.
PLEASE ANSWER ....
4x margin me share liye hoge delivery me or balance minus me dikh raha hoga or agar apn ne wo minus funds pay krdiye toh apan margin Lliye huwe share as a normal delivery me hold kr skte he kya??? with out paying interest..
Request you to make video on Suzlon. It has risen a lot in the past few weeks.
Please share the analysis of Castrol India. Why stock has fallen in last 4-5 years
Yes
Because when i missed 1 EMI due to job loss ,they tried calling me midnight.
😆
Thank you very much given fentastic exploration pls make one video reverse merge with IDFC.
🙏🏻 please analyse FCL and suggest/comment future moves for stock holders.
Sir kindly give your opinion on magma fincorp share future.
Idfc first bank have potential to grow it self why compare with HDFC Bank, for me 3 year target is 200 rupees
On what sort of calculation you have arrived at this figure.
@@nileshdhore900 bro there is no calculation, but the way bqnk are growing i feel, if you are invested stay invested or sale and book profit, it's your choice.
Bhai 10 year ka kya prediction hai aapka?
Infra is being given major thrust by Govt. Which Infra stocks should we consider
i have a feeling that the idfc Bank be compared with Baj finance rather HDFC Bank. HDFC Bank has more wide range
Absolutely correct
Don't underestimate IDFC bank brother , because man behind IDFC bank is V Vadiyanathan who is responsible for tremendous growth of IDFC bank in such a short time.he is a genius person.
Please comment on small cap auto ancillary companies such as Jamna Auto and water management company such as Wabag & ion exchange
Sir, how about making a video on L&T Infotech, share prices already overvalued just within 4-5 years
Why is Rajesh Exports, a global Fortune 500 company, never in the news
rajesh exports ltd?
I'm invested there
Retailers are more honest in returning the loans.
What about SREI INFRASTRUCTURE FINANCE.. please guide
Please make a view with GMM pfaulder.I have incurred a huge loss. Whether continue or exist.
Don't fear..
Continue dear...
Continue.
Long term view still intact
What is the future of Tata consumer
Next Reits - Mindspace vs Embassy
Sir, I See very high P/E in the liquor segment stocks. Can we please have an video on in this sector like future growth, opportunities, price levels etc. ?
VERY GOOD INFORMATION TKU SIR 🙏🙏
May you next discussion on Jain Irrigation ltd immediately.
At present stock price of IDFC fb is Rs.50+ is it ok for buying stocks by the present position of bank.
There is no such thing like next hdfc bank or next Bajaj finance..... Every business have their own niche to grow.....and by the way.... HDFC bank is the next HDFC bank
Please make a video on Britannia industries. Is it worth buying at 3550 levels?? Also, try to make a video on Asian Paints and Pidilite industries. They are touching an all-time high every day. Is it worth buying on this level currently?? What should be the strategy of buying the above stocks??
I would like to get video on ICICI Lombard general insurance though it's part of Model portfolio but hasn't been reviewed for more than a year
Hold it bro. It's a very good share. All the best
Please do your best to suggest one bank like Wipro Ltd which has made some long term investors billionnaires like one Mr. Mohd Anwar Ahmed. Regards.
Sir, next Laurus labs
10000 in next 10 years
See dr sagar video
Very good stock...hold for long term
Bajaj healthcare
Don’t Know Abt HDFC but i guess Yes bank 🏦
Sir,future of Deepak Nitrite,laurus lab and Arti drugs? All of them are in my port folio.
Hold it fornling term...you will remember me
@@prag5809 Yes indeed.I Shall hold all my shares for long term unless and untill any internal issues arises.
Please make a video on borosil renewables. As it trading at a PE of 14805.
Sir pls talk about TATA power vs Adani green, and mazgoan dock
Go and watch Aceink Videos
Excellent. Pl make a video about Tata Power
Alkylamine ka buying LEVEL????
4500/- or after split
Sir, please suggest how much to invest in IDFC first bank and how long ?
Please maje a video on DCB bank also
Aditya Puri one of the legends of Punjab Gurdaspur(my city)😍😃
Sirji can you make a video on Hatsun agro
Granuals india ke baare me bataiye
Sir ur explanation very good I am very much happy on this idfc bk video
TATA POWER...
Bhai mere pass bhi hae ,next adani green hae bechna mat
@@arpitkhanna9445 can i buy now? 😅😅😛
Bhai le lo sab i bought @35 1500shares 🤑🤑🤑🤑🤑🤑
@@nikhilkachhawaha no bilkul nahi ,abhi market girega toh le lena abhi nahi waise bhi girne wala hae itne high level pe mat lo
@@arpitkhanna9445 bhai dr lg rha ab uska gir he rha hai but do you think should I sell or hold 100shares liye hai 750 pe.
Thanks for these wonderful videos! One video on ITC vs Tata Consumer Products Ltd. Which is better and to invest into
Sir
Is it worth buying ALKYL AMINES NOW before stock split..
You can go at 4k, I think because only after that it reaches upto 5.6k
Sir , Potential of Mid Cap ITshares , which are the best pick to hold for for more than five years please guide us the matter
UNITED SPIRITS ANALYSIS n Future prospects
Radico Kahitan is good option.
@@naveenrawat.91 globus even better
which is better buy new house or rent???
Welcome Sir, muthoot finance ke bare me kuchh bataiye
Please tell us about silver as an asset. Everybody tells about gold only.
Happiest mind
Mannapuram finance
Nippon india amc
All for next 20 years
I am bullish for Happiest mind
Happiest mind
Burger King
Aavas financer
Indigo paints
Please tell us about Tata Chemicals
Agar battery EV ka ho gaya to multibagger
HDFC LIFE VIDEO PLEASE
3000 by 2024
Hi sir....can you pls talk about how to accumulate money for stock investment?