Very clear and concise way of explanation. Saswath is becoming SME(subject matter expert) now! kudos to him! As usual, nice summary by Vinod! Keep up the good work! Loved today about the coverage! have a nice weekend!
Thank you for a very clear, detailed and articulate session Sashwath and ofcourse Vinod! 😂 Keep up the great job guys and keep them coming! 😊 This video gives a clear explanation at the time of a so called crisis! 😊
Great video!! 👍 Thanks much for the detailed explanation. Looking forward to more such detailed videos. I hope we could also learn few things for analysis.
Appreciate how the valuation is justified IndusInd better than IDFC First bank - can u guys walkus through the math/numbers how its done; That would be exciting topic; and how the prices are justified as in Indusind 1037/-(PE -7, PB - 1.29); VS IDFC First Bank 65/-(PE -17, PB - 1.4);
Hey thanks for your response I understand the basic nuances and still wanted them to do a topic on ‘ valuation n price justification ‘ that would help larger audiences; As that would help individuals to pick their own stocks w.r.t market conditions and valuing a stock irrespective of the price !! Also just blindly following pattas list r their word will have implications rather I urge all investors to have their own convictions n learn better !!
Excellent analysis and very clear way of explaining everything Sashwath! Learnt so much from this video. It would be great if you guys can put up a separate video on how to analyse baking stocks with these ratios. Vinod Sir, you are very much right, I become exuberant & end up buying shares the more they fall in the same day. Finding it difficult to get out of this habit.
Hi Friends Saswath Bro bravooooo❤ Crystal explanation & IDFC results also Prudent measure made by Vaidya sir❤❤❤❤ 70% Profit fall:( NII, CASA growth, CRAR well & retail deposit increased more than 25% YOY No fundamentally any change, Still company Feel MFIs May have face problem in futire 😮
IndusInd has Debt to Equity ratio is 6.89 and promoters have pledged 45.5% of their holding. And their interest coverage ratio is 1.39. Do you see as a RED flag ?
Debt is an asset for banks. With more debt they can lend more. But interest coverage ratio is concern. But all bank are struggle to get deposit that's the reason
Hi vinoth & shashwath last 5 years indusind bank stock doesn't perform well after this scenario it might take another 5 years to resolve microfinance issue,Why we need to put 1.6 times book value for this bank while considering,After this correction might goes to around 1.32 times book value.
Sashwath the Real G , Dang bro just gave me motivation to analyse better fan of ur work bro ! keep giving us such valuable info , great initiative by Vinoth sir and Shahswath
Very clear and concise way of explanation. Saswath is becoming SME(subject matter expert) now! kudos to him! As usual, nice summary by Vinod! Keep up the good work! Loved today about the coverage! have a nice weekend!
Vinodh sounds like a PM in IT industry 😂😂, Sashwath is like an Architect explaining why and purpose
Thank you for a very clear, detailed and articulate session Sashwath and ofcourse Vinod! 😂 Keep up the great job guys and keep them coming! 😊
This video gives a clear explanation at the time of a so called crisis! 😊
Good one guys… to the point you guys have discussed… no talk about ammaiyar periyappa sort of stuffs 👍
Great! information. Thanks for explaining in detail. Looking forward to see such videos as always you do.
sir, my wishes to both guys. I will follow the informations of these two brainy guys.
This is the kind of videos we want regularly.. going through the balance sheet and explaining line by line.. educating everyone watching this video.
Kudos to your efforts for this helpful analysis❤. Expect more. Its really reassuring.
Confidently clarifying the topic...welldone shaswanth.🎉
Good VINOD. ...GOOD WORK
Great video!! 👍 Thanks much for the detailed explanation. Looking forward to more such detailed videos. I hope we could also learn few things for analysis.
Good one saswath. As always. Waiting for you to write more in your substack.
Very good analysis, it saved my time.Keep doing good work.Thanks a lot Shashwat.
Thank you sir. I was worried about Indusbank stocks...I will buy in small quantities on every small dip. Thank you for your knowledge sir
Good Job 🎉 Sasvath- Really You are explain things good😊 Request you to do more videos like this earnings explaination.
Nice presentation, l love it. You are holding my attention sashwath. Vino sir you give the silent up to your chance. I learnt you too ❤ u.
Neatly explained how to analyse bank stock Thankyou Saaswath!
Very informative and clear. Thanks to both of you.😊👍
Thanks Vinod and Sash for this session.
Appreciate how the valuation is justified IndusInd better than IDFC First bank - can u guys walkus through the math/numbers how its done; That would be exciting topic; and how the prices are justified as in Indusind 1037/-(PE -7, PB - 1.29); VS IDFC First Bank 65/-(PE -17, PB - 1.4);
Because IDFC has more outstanding shares than IndusInd bank so price of IDFC share is lower
Hey thanks for your response I understand the basic nuances and still wanted them to do a topic on ‘ valuation n price justification ‘ that would help larger audiences; As that would help individuals to pick their own stocks w.r.t market conditions and valuing a stock irrespective of the price !!
Also just blindly following pattas list r their word will have implications rather I urge all investors to have their own convictions n learn better !!
Excellent analysis and very clear way of explaining everything Sashwath! Learnt so much from this video. It would be great if you guys can put up a separate video on how to analyse baking stocks with these ratios.
Vinod Sir, you are very much right, I become exuberant & end up buying shares the more they fall in the same day. Finding it difficult to get out of this habit.
Perfect explanation.. continue such videos..🎉
Saswath, Good Learning for me. Thank you.
Thank you for the information vinoth & shashwath.
Good job shashwat... Kudos
Thanks for the clarification 👍
Thank you for your analysis
very good analysis
Hi Friends Saswath Bro bravooooo❤ Crystal explanation & IDFC results also Prudent measure made by Vaidya sir❤❤❤❤ 70% Profit fall:( NII, CASA growth, CRAR well & retail deposit increased more than 25% YOY No fundamentally any change, Still company Feel MFIs May have face problem in futire 😮
Nice analysis congrats Shashwath
Great video. Learned little to connect the dots.
Thank you guys❤❤❤
Crystal clear...
Thank you 😊
Such good video subscribed
Balance sheet analysis so imp
IndusInd has Debt to Equity ratio is 6.89 and promoters have pledged 45.5% of their holding. And their interest coverage ratio is 1.39. Do you see as a RED flag ?
All competitors have similar debt to equity and interest coverage as it's common in banking business
Promoter Holding could be a concern
Debt is an asset for banks. With more debt they can lend more. But interest coverage ratio is concern. But all bank are struggle to get deposit that's the reason
Very nice and clear video.
Good video... thank 🙏🙏
Lovely content
Spot On . Good Job
Hi vinoth & shashwath last 5 years indusind bank stock doesn't perform well after this scenario it might take another 5 years to resolve microfinance issue,Why we need to put 1.6 times book value for this bank while considering,After this correction might goes to around 1.32 times book value.
Spot on good job
Good initiative
Superb 🤩🤩🤩...
Should I switch over from 500 Hinduja Global Solutions to 350 Indusind?
Promoter problem adding to issues?
How Anand Sir, Vinod and Shaswath related??
What is the current book value of indusind bank after the Q2 result
Shaswath is next Anand
Please provide this in tamil language.
looks like it is Diwali offer for Invester
where did u get these details of the bank?
From the annual report. The pages they are showing in the videos is from annual report pdf documents
@@saravanaKumar-sw3gi okay thank you
Sashwath the Real G , Dang bro just gave me motivation to analyse better fan of ur work bro ! keep giving us such valuable info , great initiative by Vinoth sir and Shahswath
Saswath is like iit professor who knows everything ... explain so much in monotone and make us sleep no presentation skills
😂😂 lol . Are you a IIT student? I like his direct way of explaining things
இந்த English யெல்லாம் வேண்டாம்...வாங்கலாம வேணாமா சொல்லு !!!! With due respect Gopi
make subtitle tamil sir