About Equity Dilution. Few of us are saying that I have missed the equity dilution point. I would like to clear that I have not missed any point. Just because EPS has been diluted due to rise in share capital, it doesn’t mean that company will stop growing and can’t grow 20 times in 10 years. Further, as per rules, Bank will not be liable to pay AT1 bond amount. Govt would have to support if case comes in favour of AT1 bond holders as based on the terms and conditions, bank is not liable to pay that amount.
The only retail darling share you have not analysed is Suzlon Energy... If possible, make a video... All other retail darling shares like Reliance Power, Reliance Infra and bajaj hind you have analysed... I can't forget your sell call on L&T during covid around rs.950... disastrous....
Guru ji aapne bahut pehle hi yes Bank ki video bana di thi , or aapke analysis ke anusar hi ye bank behtar hota ja raha hai, aap kisi bhi company ko ache se analysis karke uska future bata dete ho you are great guru dev,
Vivek Bhai if it moves to 400, the Market capitalisation would be bigger than Reliance which is highly unlikely. It would have been good if you had mentioned about this as well
It's a good investment for a 100% return. But don't think it will reach 400 even in ten years. As it has huge equity capital now and will have to make 50000 crore profit to reach 400.
Vivek Bhai thanks your analysis is different from rest of the you tube analyst because they say that yes Bank is no bank and do not discuss the fundamentals and chart pattern as you explain so beautifully. Jaihind
Wonderful analysis again Vivek Bhai. You have enlightened the viewers with a micro perspective of the recent developments. However reduced NPAs may not necessarily mean recovery of those NPAs.
Maine complete crumble hokey 10 rupees ke neche jaane ke baad 9.7 mei kharida tha but after that moment next week achanak sey Yes Bank me Stocks selling ban kar diya and all of us who bought big got stuck for a WHOLE 3yrs. After 3yrs this yr they released my stocks but NOTHING WAS DONE FOR THOSE WHO WERE STUCK FOR 3YRS as being grateful. I still have a few thousand of them as my price is very low and m in profit but I don't think it will go up ahead anytime soon. I am aiming Rs.25 rupees to have a complete exit. It's 17.34 on 01/09/2023. Let's see.
Very Nice video. Tomorrow I will buy....in Sips......Vivek Thanks a lot . Video on GNFC / Gujarat Alkali dropped heavily . Thanks a lot for the efforts.....
Gr8 analysis sir. You have given me courage. I almost lost hope in yes bank but this video gives me full confidence. I have download this video. Thanx sir
Vivekbhai, there was a lockin of 75% of shares that you could not sell for 3 years. that reduced the market float and also contributed to the price moving up to that level.not just manipulation
When you analysis big bank you value from pe ratio, while for yes bank you are quoting pb ratio. Its ok downsize in not there but because of flareup of equity it will find hard to go up.
Yes Bank, PNB have issued additional shares in recent years and equity dilution is there... so cannot compare old price of rs.400 and current price of rs.15... has to check number of outstanding shares issued as on date... If more shares are issued by a company, then even after profit, EPS will come down... hence pure price comparison is not right....
About Equity Dilution. Few of us are saying that I have missed the equity dilution point. I would like to clear that I have not missed any point. Just because EPS has been diluted due to rise in share capital, it doesn’t mean that company will stop growing and can’t grow 20 times in 10 years. Further, as per rules, Bank will not be liable to pay AT1 bond amount. Govt would have to support if case comes in favour of AT1 bond holders as based on the terms and conditions, bank is not liable to pay that amount.
Very good analysis as always. Im holding a pretty big qty. My plan is to book some profits in stages. Plan to hold a big chunk for a super long time. Looks very promising after the gr8 work done by Mr PK and team to bring this bank out of the woods and into normalcy. One man destroyed it and another saved it and is actually making it gr8 again. Very good turnaround story.
Sir your analysis is all the best and mindblowing. Sir apka ak bat mughe yead ayaa job adanike share bahut down tha apne acc ltd and adani ports ke bareme analysis korke bole the bahut dur tak ja sakte hai aj apka o bat sahi huya aj adani ports 1320rs par and acc limited 2675 rs par hai. Really unbelievable that is why I say you are all the best.
Don’t make fool of public, what was the market cap of yes bank at peak? 85,000 crs. What is the market cap now? 46,000 crs. Hence in comparison the stock price is 200 vs 400 at the peak of yea bank. However it is 15 coz the equity has been diluted like anything especially by SBI funds infusion. It was a really bad deal for retail investors then and is still a bad deal.
Hello beta…nice video…👌👌👌👌👌……today marketcap of YB ₹ 46K crs & if share price goes from ₹16 to ₹400 it would mean the market cap would expand 25 times to ₹11.5 lac crores( ICICI bank today is ₹6.6 lac crores)…..10 years appears tough but in 20-25 years it may be possible ( implying a CAGR of 14% for 25 years of a CAGR of 17% for 25 years). Note:- I am having a shareholding of 40K in yes Bank at an average cost of ₹ 28/=. & have not yet decided at what price to exit.
Sir could you explain my one query. In 2018 share price was around ₹ 400 (M.Cap = 25 k cr; PAT = 4233 Cr.; PE =16.59; EPS =18 ₹) In 2022 TTM share price is around ₹ 15 (M.Cap = 47 k cr; PAT=901 cr.; PE = 52.73; EPS = 0.31 ₹) this current scenario of EPS dilution is due to issuance of new shares to new investors. But still PAT is very low I.e. 1/4 th compared to 2018. currently there is almost 18 times lower EPS and triple the PE? Will share price reach to ₹ 400 again in near or distant future, unless untill there is huge growth in revenue and subsequent PAT, which seems to be unlikely.
Vivek sir Or Can someone else answer me this question. Yes bank has an Eps of 0.26 at a net profit of 736cr. It means that even if the net profit goes to 10x Or 10 times ie. 7360 cr the eps will only become 2.6 and if u multiply 2.6 with avg pe 20 u will get the price as 52.
Its not a matter of joking here, it needs lot of time, power & energy to serve us which is also without any cost... Some people want to double there money within a day without any knowledge & understanding & also become Jhunjhunwala ji.... Great Vivek Sir....!!
There's hardly any NPA recovery. All NPAs have been transferred to JC Flowers ARC to clean the balance sheet. Cost to income ratio is very high compared to other Indian banks.
Everything is possible in stock market , Only what is need at present ..... Is to prove again their strong growth And consistent performance in the sector ...they belongs .
About Equity Dilution. Few of us are saying that I have missed the equity dilution point. I would like to clear that I have not missed any point. Just because EPS has been diluted due to rise in share capital, it doesn’t mean that company will stop growing and can’t grow 20 times in 10 years. Further, as per rules, Bank will not be liable to pay AT1 bond amount. Govt would have to support if case comes in favour of AT1 bond holders as based on the terms and conditions, bank is not liable to pay that amount.
Large Cap IT mein aapki kya salaah hai?
The only retail darling share you have not analysed is Suzlon Energy... If possible, make a video... All other retail darling shares like Reliance Power, Reliance Infra and bajaj hind you have analysed... I can't forget your sell call on L&T during covid around rs.950... disastrous....
Much needed confirmation regarding At1 bonds 🙏🙏🙏😇
Very honest person on UA-cam .
What about Asian tiles .. recommend at 180
If there is anyone who can find a diamond in the mud, that's you. A gem of a person. Thank you for all your efforts.
Kitne me avg Kiya h yes Bank 😂
Vivek vai k video sunna acche lagta hai ya aapne kuch kamaya stock market pe vivek vai ko follow karke
@@ratul389 Both 😊
Avoided Bank ( Loan , Deposit , NIM Etc Growth ) 😲
Guru ji aapne bahut pehle hi yes Bank ki video bana di thi , or aapke analysis ke anusar hi ye bank behtar hota ja raha hai, aap kisi bhi company ko ache se analysis karke uska future bata dete ho you are great guru dev,
you are really genius Vivek Bhai. no one can analysis like you. god bless you and your family👪🙏
1Q) FII HOLDING increasing because of open market buying or diluting equity?
Q2) What was PE of Yes Bank when it was trading at 400 and at present?
pe ratio was in range of 200 - 250
Few days ago, I requested you to make a video about Yes Bank and today you made a video. Thank you sir.
Would rather go with HDFC Bank for peace of mind
Vivek Bhai if it moves to 400, the Market capitalisation would be bigger than Reliance which is highly unlikely. It would have been good if you had mentioned about this as well
and Reliance will wait till that time ? you are saying like that
What were the valuation when it was 1800 per share
it'll take at least 15 years to get to 400 if it climbs
24 will take 4 years minimum
We don't want it 400 in near future. If it is Rs 100 then it is more for us who buy at Rs.12 to 15/16.
Holding yes bank stock 5000 @ 14.80 and planning to add more in the future 🔥
Same bro.. holding 5k @19.60😅
BOMBAY High court has asked to pay Rs 10000Cr to Unsecured bond holders, Now case is pending in SC
Thank you sir for making us Rich❤
Yes Bank will move towards 40 after few good quarters and the upward journey is set @ 400 in 10 years. Mark my words it will be achieved
Fantastic analysis. We are waiting for such analysis for other companies also.
Consistent and to the point 👌... Making notes from 2020... Syllabus khatam e nahi hota hai 😅😁😄
It's a good investment for a 100% return. But don't think it will reach 400 even in ten years. As it has huge equity capital now and will have to make 50000 crore profit to reach 400.
Sir, your guide to an investor is excellent, that too, free of cost. I sincerely admire your assistance, it helps me a lot to learn. Thank you again.
Vivek Bhai thanks your analysis is different from rest of the you tube analyst because they say that yes Bank is no bank and do not discuss the fundamentals and chart pattern as you explain so beautifully.
Jaihind
Jai Hind
Wonderful analysis again Vivek Bhai. You have enlightened the viewers with a micro perspective of the recent developments. However reduced NPAs may not necessarily mean recovery of those NPAs.
Bhai, reduced NPA means that either we have written that off or we have created the provisions
Maine complete crumble hokey 10 rupees ke neche jaane ke baad 9.7 mei kharida tha but after that moment next week achanak sey Yes Bank me Stocks selling ban kar diya and all of us who bought big got stuck for a WHOLE 3yrs.
After 3yrs this yr they released my stocks but NOTHING WAS DONE FOR THOSE WHO WERE STUCK FOR 3YRS as being grateful.
I still have a few thousand of them as my price is very low and m in profit but I don't think it will go up ahead anytime soon. I am aiming Rs.25 rupees to have a complete exit. It's 17.34 on 01/09/2023.
Let's see.
मार्केट हर बार गुम्हराह कर देता लेकिन आपकी कोणास भी व्हिडिओ फिर से देख लेता हू तो वापस educate हो जाता हू!
Aur aapne bilkul sahi analysis kiya tha... In fact Yes bank rounding bottom pattern bana raha hai aur 16 ka strong support base bana liya hai
Super analysis of yes bank shares...@ appropriate time...very helpful to build confidence of share holders..Thanks a lot ...
Thanks for this quality analysis again ❤
Thanks for sharing this beautiful descriptions 😊
Very Nice video. Tomorrow I will buy....in Sips......Vivek Thanks a lot . Video on GNFC / Gujarat Alkali dropped heavily . Thanks a lot for the efforts.....
Good Video to learn about Yes Bank in current situation
Very logical, No Extra Gyan and motives 👍
can u do a fresh assessment of YES BANK!! 🙏
Gr8 analysis sir. You have given me courage. I almost lost hope in yes bank but this video gives me full confidence. I have download this video. Thanx sir
How much qty you are holding?
Very Good information. Well done Vivek. This stock must be multibagger for those who invest in this stock for long term.
sir ji....you are just an Diamond for our Nation...
Your analysis with reference is. Appreciable. In. All. Of your videos.
Holding Yes Bank from past 1-1.5 years no returns till now but gonna hold it for long term
Vivekbhai, there was a lockin of 75% of shares that you could not sell for 3 years. that reduced the market float and also contributed to the price moving up to that level.not just manipulation
Yeah that also contributed
i still dont believe it going towards 400 but you logic is making me think again..i still hold a lot of them.
Prabhu bus apke he video ka wait tha regarding yes bank...sir paid group walo ke liye kuch special v kijiye time to time..🎉🎉
Logical question. Will you deposit your savings with yes bank. If answer is no, how will bank raise casa deposits required to lend and be profitable.
There is no problem in having my money with yes bank now
Sir,
Please give update about Reliance Power. Your analysis gives us confidence.
Ill never reach 400/- ... iska equity dilute hogaya about 20 times ... dont misguide
You are a life-changer , no doubt.
Holding about 2k of Yes Bank @13.50. Started buying when at 12. Sold some when price reached 18.50.
Will keep accumulating gradually.
अनेक निराशाओं में आशा का एक किरण जिने के लिए काफी लगता है !
When you analysis big bank you value from pe ratio, while for yes bank you are quoting pb ratio.
Its ok downsize in not there but because of flareup of equity it will find hard to go up.
Yes Bank, PNB have issued additional shares in recent years and equity dilution is there... so cannot compare old price of rs.400 and current price of rs.15... has to check number of outstanding shares issued as on date... If more shares are issued by a company, then even after profit, EPS will come down... hence pure price comparison is not right....
About Equity Dilution. Few of us are saying that I have missed the equity dilution point. I would like to clear that I have not missed any point. Just because EPS has been diluted due to rise in share capital, it doesn’t mean that company will stop growing and can’t grow 20 times in 10 years. Further, as per rules, Bank will not be liable to pay AT1 bond amount. Govt would have to support if case comes in favour of AT1 bond holders as based on the terms and conditions, bank is not liable to pay that amount.
Sir, Thanks.
Whole video is interesting to me because you have presented in very simple way to understand. Great !
Simple 😂
Great explained about yes bank share.👌👍
Must make video about Bandhan bank..
Vivekji Very nice analysis Thank you very much for nice learning. God bless you.🙏🙏🙏🙏🙏🙏🙏🙏
So now I can continue with my holdings.. and should I average?
Very well analysed. Thankyou Vivek Bhai.
Very good analysis as always. Im holding a pretty big qty. My plan is to book some profits in stages. Plan to hold a big chunk for a super long time. Looks very promising after the gr8 work done by Mr PK and team to bring this bank out of the woods and into normalcy. One man destroyed it and another saved it and is actually making it gr8 again. Very good turnaround story.
Avoided Growth of Loan , Net INTEREST Margin . ETC . ... We think He is Not Taking of RS 420/-
Bhai English me hath tang hai to Hindi me bi reply kr skte hai.
Aakhir kehna kya chahte ho. Hr comment pe same mantar type kr rahe ho
How much qty you are holding on what price?
Explained in depth of Yes Bank , Good learning from this vedio.
Sir your analysis is all the best and mindblowing. Sir apka ak bat mughe yead ayaa job adanike share bahut down tha apne acc ltd and adani ports ke bareme analysis korke bole the bahut dur tak ja sakte hai aj apka o bat sahi huya aj adani ports 1320rs par and acc limited 2675 rs par hai. Really unbelievable that is why I say you are all the best.
Don’t make fool of public, what was the market cap of yes bank at peak? 85,000 crs. What is the market cap now? 46,000 crs. Hence in comparison the stock price is 200 vs 400 at the peak of yea bank. However it is 15 coz the equity has been diluted like anything especially by SBI funds infusion. It was a really bad deal for retail investors then and is still a bad deal.
I'm really happy to hear your side of thinking as well as the way you analyse
Avoided Banks Basic Growth Analysis ie Loan , Deposit , NIM Etc Growth Compared to Other Small Banks 🤦
Hello beta…nice video…👌👌👌👌👌……today marketcap of YB ₹ 46K crs & if share price goes from ₹16 to ₹400 it would mean the market cap would expand 25 times to ₹11.5 lac crores( ICICI bank today is ₹6.6 lac crores)…..10 years appears tough but in 20-25 years it may be possible ( implying a CAGR of 14% for 25 years of a CAGR of 17% for 25 years).
Note:-
I am having a shareholding of 40K in yes Bank at an average cost of ₹ 28/=. & have not yet decided at what price to exit.
Wait 2 years it will reach 35-40
Great analysis ,i hv 2500 shares at 170 .now scared to average .but may be i hv a chance to get back my money if i average now .thsnks .
Pl average
You should buy
Buy it, after 10 years its gona hit 700 per share for sure....I have 20000 share in it..
Thank you Vivek Bhai for enlightenment about Yesh Bank stock.
If yes bank reaches rs400/- , market cap will cross 10L crore ( more than hdfc bank)
Exactly brother.
If it becomes 400 after 10 years
That time HDFC bank will not have 10L cr market cap
It will have 50/60L market capital
I am talking about 10 years from now.
First time I heard a an interesting analysis Thanks Mr vivek
Sir.what is the update after 4 months regarding YES bank improvement
Thank you so much sir, for your valuable explanation and information about yes bank. Your explanation is genious. God bless you sir jee.
Well said.. the Indian are a reality.. no one can ignore us..
Great analysis GURUJI🙏🙏🙏 @ VIVEK SIR🙏🙏🙏
Thanks Sir for giving good hope for economy,
Nice analysis and your confidence is amazing
Sir could you explain my one query.
In 2018 share price was around ₹ 400 (M.Cap = 25 k cr; PAT = 4233 Cr.; PE =16.59; EPS =18 ₹)
In 2022 TTM share price is around ₹ 15 (M.Cap = 47 k cr; PAT=901 cr.; PE = 52.73; EPS = 0.31 ₹) this current scenario of EPS dilution is due to issuance of new shares to new investors. But still PAT is very low I.e. 1/4 th compared to 2018. currently there is almost 18 times lower EPS and triple the PE?
Will share price reach to ₹ 400 again in near or distant future, unless untill there is huge growth in revenue and subsequent PAT, which seems to be unlikely.
Good analysis. When fear grips only the strong technical n financial analysis can open the vistas for windfall profits
Thank you for bringing back hope 🙏
Beautiful analysis…so much to learn
Very hopeful lecter,study...patience is made man rich
Marvelous analysis, easy and understandable,
I have purchased 165 shares when it was on 16 rupees per share
Good point that volatility is good in this case, and management quality.
Sir Ji , Rs 480/- 😲 Wish Us Lucky Investor ATLEAST Rs 200/- 🙏
Very good analysis 14.50 ke rate pe 65 k hai maire pass ab lagta hai 100 k kar lene chahiye
Wonderful explanation Sir, God bless you.
Reliance power capital whe will go up?
Sir at1 bonds issue happened after that u didn't make any video.what if this yes bank merges with others what will happen to yes bank share holders .
Yes Bank and Axis Bank Will rise VERY FAST !!!
He clearly said,
Yes Bank, Great buy option, can rise beyond 400 !!!
Hello Sir.. Can you tell me.. Why on 24 july 23.. Yes bank is down
Thanks for quality content.
5000000 individual share holders hai , yes Bank ke , over owning ke wajeh se chalega nhi .. her level pe sell karne a jayenge
Let them sell bro.. for a raising stock there will be equal no of buyers...
Its always great to listen you Vibek bhai....
Great analysis Vivek Bhai, thank you 🙏 for sharing …
Vivek sir Or Can someone else answer me this question. Yes bank has an Eps of 0.26 at a net profit of 736cr.
It means that even if the net profit goes to 10x Or 10 times ie. 7360 cr the eps will only become 2.6 and if u multiply 2.6 with avg pe 20 u will get the price as 52.
Its not a matter of joking here, it needs lot of time, power & energy to serve us which is also without any cost...
Some people want to double there money within a day without any knowledge & understanding & also become Jhunjhunwala ji....
Great Vivek Sir....!!
Superb analysis Vivek bhai.. Please make video on Easy trip planners Ltd...
Very good analysis of this stock Vivek..!
Very informative... Thanks for sharing. Please give information on Marksans Pharma.
Hi sir please can u tell ur view about upl…I bought it at 725…2000 shares…right now almost1lak loss..pls explain..thanxx
Same with RPower , Vodafone??
Sir please make a video on Tata Power 🙏🏻
Tomorrow yes bank will give more than 10% move. Watch out.
Already on it's way, revisited this video after top and drop holding it still
thanks rahul ji, you are giving million doller information in free.
There's hardly any NPA recovery. All NPAs have been transferred to JC Flowers ARC to clean the balance sheet. Cost to income ratio is very high compared to other Indian banks.
Everything is possible in stock market ,
Only what is need at present .....
Is to prove again their strong growth
And consistent performance in the sector ...they belongs .
Excellent analysis on Yes Bank sir!
Vivek bhai,Please give some details of your stock recommendation service. what are the subscription plans and fees?
Yes bank khareedne ka bilkul sahi time hai abhi, diwali tak 40 paar jaayega jaroor ' kyuki ispar lagi sabhi restrictions hat chuki hain