Basantsir a huge fan, main subah shaam weekends aapka video dekhta hoon, mere ghar main aapki awaaz sunkar meri beti jo 1.5 saal ki hai Taklu uncle uncle bolkar mujhe kehti hai god main bithao taaki woh bhi dekh paaye. BTW Sorry agar aapko bura laga toh. Thanks again for your insights!
one of the best analysis video of banking sector all over the internet ❤❤❤❤❤❤ thank you so so much ..hrrr din esa lgta h ....bhut kuch nya sikh rhe h .... daily hrrr ek sector yaa ek stock ka analysis video subh wali report m add krr do sir ...please please ❤❤
14:46 someone reminded sir to plug the channel so he stopped speaking about crude oil and said "aap log like karein, share karein, jo bhi karna hai karein basically logon ko pakad pakad ke layein aur subscribe karwayein" and then he went back to teaching, It CRACKED me up - felt so genuine and sweet. :)
Hello Sir. Thank you for your views on IDFC. Let me share my experience with bank. I have been using multiple banks in the past. Last year I faced a credit card fraud with IDFC card and their response was very pathetic. I used every means of communication but they did not follow any RBI guidelines in terms of communication back to me. When Cyber crime team got involved then matter got settled. On the other hand I faced a similer issue with ICICI few years back and their customer care service was bang on. I think to reach at the level of HDFC and ICICI even if they are spending 73% on cost it will take time. Thank tou for your videos sir. I just shared the experience as it is also one aspect in banking and the reason why few banks are on premium valuation.
@@sureshgurikar6275 i work with federal....can be a little biased but still gold loan, NRI portfolio makes it very attractive......lack of CASA ratio,High employee cost.....make some impact on NIM.....but overall better than karnataka bank
Good afternoon Basantji, Thanks for the daily dose of high-quality insights. Just heard Equity Head of JP Morgan stating that the current rally is liquidity driven and that the Fed is planning QT of US $ 80-100 Billion USD per month. The US has couple of months back resolved the Debt Ceiling crisis and approved additional borrowings. You had also mentioned that since then, US government has borrowed US $ 1T and propose to increase it from US $ 31 Trillion to US $ 50 T in the next 3-4 years. If this is the case, why is the Fed doing QT now? Thanks, in advance.
I see that you like a lot America as a place, economy, innovation hub etc a lot!! I also feel the same having spent more than 5 years there. But my Indianess brought me back to India as I wanted to be closer and take care of my parents who are old now. Keep up the natural flair of talking and explaining the stock market and life!!
Hi Sir, Please make some visuals for people to understand what you are saying you will be quite famous very soon, the pace at which you are saying people may find difficult to understand, Your explanations are very good and mind blowing
Basantji it’s was wonderful listening to you , excellent knowledge and so well delivered . It had the flavour of knowledge n entertainment also . God bless
Namste Sir, Aapse request hai ki shares investment me Compounding benefits ko elaborate kare. Kya share bechanese aur fires lene par compounding benefit affect hoga. Bahot Dhanyawad.
Sir, thank you for giving golden information about the stock market and life. I want to invest in 10 stocks - Bajaj Finance, Dmart, Happiest, KPIT, Aavas, Clean Science, HDFC life, HDFC Bank, Polycab, Lux. My expectations are 18-20% earnings CAGR for the next 10 years.
Sir apka idfc bank vala video bank analysis me bahut useful hai Apse request hai ki ho sake to paint aur cement business ko kaise analyse kare usape video banaiye please Thankyou for your valuable wisdom
This is my first comment. You are doing a great job. Today’s ROA funda for banks is superb learning for me. Please do add such bullets on valuation of business on daily basis for 2-3 minutes if possible. AAP be aaj draya bhi related AI. Here is my question on AI. Sir what would happen to consumption theme stocks if AI lower income bands ki Naukri kha jayega ?
Hello Basant Sir, i like your statement aapke financial advisor ko bhi malum nahi hoga.🤓 Bahut hasi aayi.. any way i want to know about ITR, how to show our stock market income in ITR and also can we compensate our previous losses while filling ITR...yeh toh aisa ho gaya ki govt sukh mein saath hoti hai(Profit) but dukh mein nahi(when loss happen).😥.also one fundamental query.. Coal india ROE 56% hai .. kya 5 years ke liye le sakhte hai kya? Thanks in advanced.
Basant Sir, I watch all your videos with lot of interest. No question but just a general observation. Your thought process is distracted too much as you have too much to share. I wonder how you will be running your BM Focus Fund with so much staggering thought process.
Ravi Shastri was seen in Formula 1 Belgium on Sunday post race show and he invited them to India. MotoGP is starting from September '23 If motorsports come to India which industries will benefit?
Sir mai sochtha tha manyavar mera best pick hai. Mai jab future mai paisa banaunga tab interview mai bolunga manyavar mera multibagger tha😂 Heart break ho gaya hai. Apne mere ankhe kholdi bech diya ab.
Hi sir good morning... Aapki is video Ko dekhkar mein thoda sa confused Ho Gaya hu .. actually mei HDFC first bank me long time invest ke liye soch Raha tha , and back of the mind , 3, banks ke bare mein bhi soch Raha tha long-term ke liye 1, equita bank, 2, utkarsh bank , 3 Ujjivan bank ,, sir please 🙏 😊 in me se mujhe long term ke liye koi ek Bank suggest Karen at least 10 to 15 years ke liye 🙏😊❤
Sir, in IDFC First - Growth in EPS is lower than growth in net profit. Also, it keeps raising equity. How should we analyse this.. Please take 2 minutes to explain variation in EPS and profit growth. In BFSI and other sectors.. Thanks
Sir aap ki cricket and share market ki jabrdast knowledge hai ,sir mera questions hai agar me koi stock leta hu or kisi vajeh se vo 10 % gir jata hai to muje usme se nikal jana chahiye ya I will wait to come cost to cost Sir aap cricket hindi comentry bhi Kar sakte hai
A recent CNBC article says ‘Most outsourced coders in India will be gone in 2 years due to A.I., Stability AI boss predicts’. IT sector is one of the biggest job providers in India, and with so many other sectors dependant on it, even a slight disruption here can push our Indian economy into recession. Also SoFi earnings premarket. Have a good day Sir.
All speculations, I used to read articles in 2018-19 that automation will reduce requirement in IT industry by 30 percent by 2023...We were 20 percent higher in 2022-23 than in 2019....
Sir can you discuss sectoral themes Along with stocks as you did it today *Notes Banking sector 1.Look for ROA it should be 1.5 to 2 % ( 1 lac crore = 1500 crore earning) like HDFC and IndusIn bank 2.ROE 3.Cost /Income =75 % More branch set up less profit 4.SLR and CLR mandatory for bank and for NBFC so P/B ratio below 2 for bank , and 8 time for NBFC
Basant ji..I am a CA and have been following your channel for the last few months. Excellent content in layman's language. I have a question- experts say we should remain invested in the market even during the bull run. What if I have a portfolio of 6 stocks and all are 25% over cost, I sell today all stock ( for booking profit) and buy the same qty of the same stock at the prevailing market price. If I do the same after 1 year then LTCG benefit will be the same. What is your opinion, please advise. Thanks in advance.
JFSL में क्या रणनीति होनी चाहिए? क्या जिसके पास बजाज़ फाइनेंस है उसे लेना चाहिए? क्या अन्य फाइनेंस के शेयर जैसे HDFC AMC, HDFC LIFE आदि को बेच के JFSL लें लिया जाए... इससे जुड़ा एक विडिओ बनाइये 🙏🏻..
Your analysis of IDFC Bank will help me to look at other banks objectively. Thanks a lot. Sudhir Sethi Nasik
Itna sarra knowledge subah subah…wahhh🙏🙏sirji
Basantsir a huge fan, main subah shaam weekends aapka video dekhta hoon, mere ghar main aapki awaaz sunkar meri beti jo 1.5 saal ki hai Taklu uncle uncle bolkar mujhe kehti hai god main bithao taaki woh bhi dekh paaye. BTW Sorry agar aapko bura laga toh. Thanks again for your insights!
one of the best analysis video of banking sector all over the internet ❤❤❤❤❤❤
thank you so so much ..hrrr din esa lgta h ....bhut kuch nya sikh rhe h ....
daily hrrr ek sector yaa ek stock ka analysis video subh wali report m add krr do sir ...please please ❤❤
Loved your narration style and simplicity 😊❤
Sir US stocks ki bhi discussion plz continue rakhna. Sikhne ko bhut milta hai. Kya new ho ra hai world me pta lagta hai. Thank you sir
14:46 someone reminded sir to plug the channel so he stopped speaking about crude oil and said "aap log like karein, share karein, jo bhi karna hai karein basically logon ko pakad pakad ke layein aur subscribe karwayein" and then he went back to teaching, It CRACKED me up - felt so genuine and sweet. :)
सादर प्रणाम गुरु जी
आपने invest करना सीखा दिया हमको BM vision 2030 लिया है
बहुत बहुत धन्यवाद
bhai kon kon se stock h vision me bata do mera capital chota h
Your "Gyan" , to which I have given a name the "Sermon of Share Market" is simply EXCELLENT and laudable . My regards Guruji 🙏🙏🙏
My day start only after watching BM equity report
Sir today I listened your video three times as it was very interesting and simplified and entertaining but absoloutel6 educative thank you
Vaidnathan sahab, very good managment.
Hello Sir. Thank you for your views on IDFC. Let me share my experience with bank. I have been using multiple banks in the past. Last year I faced a credit card fraud with IDFC card and their response was very pathetic. I used every means of communication but they did not follow any RBI guidelines in terms of communication back to me. When Cyber crime team got involved then matter got settled. On the other hand I faced a similer issue with ICICI few years back and their customer care service was bang on. I think to reach at the level of HDFC and ICICI even if they are spending 73% on cost it will take time.
Thank tou for your videos sir. I just shared the experience as it is also one aspect in banking and the reason why few banks are on premium valuation.
My morning begins with your preaching
Very good analysis on idfcfirst bank..had trust on Sri Vaidyanathan..Thank you Sir.🙏
Brilliant session sir...... Was confused between federal and Idfc......now will see it that way.....
Sirjee, thanks for the very thoughtful insights on idfc first bank.. Is federal or Karnataka Bank also be future new age banks.?? Your view..
@@sureshgurikar6275 i work with federal....can be a little biased but still gold loan, NRI portfolio makes it very attractive......lack of CASA ratio,High employee cost.....make some impact on NIM.....but overall better than karnataka bank
Nobody can value this morning report. Thanks 🙏 for your priceless value creation Basant ji.
Jsw energy ke bisay me batawe
@@binodyadav9466😊😊
@@binodyadav9466😊
Really, you are very entertaining person with full of knowledge
13:45 Bahuuut Naa insafi hai 😂( Basant sir ka Doiloug )❤
I like the way you give Analogy with Cricket ! :)
In all your video I learn new things 💕
I have been seen your video everyday
It is not about market but it is about knowledge.thanks sir
Good afternoon Basantji, Thanks for the daily dose of high-quality insights. Just heard Equity Head of JP Morgan stating that the current rally is liquidity driven and that the Fed is planning QT of US $ 80-100 Billion USD per month. The US has couple of months back resolved the Debt Ceiling crisis and approved additional borrowings. You had also mentioned that since then, US government has borrowed US $ 1T and propose to increase it from US $ 31 Trillion to US $ 50 T in the next 3-4 years. If this is the case, why is the Fed doing QT now? Thanks, in advance.
Sir please explain how to analyze pharmaceutical stocks and do's and don'ts for investing in Pharma sector .
Good morning sir. Thank you for video 😁🙏
What I ❤ is your analysis with reference to cricket.
very happy for good explaination in IDFC first bank
I see that you like a lot America as a place, economy, innovation hub etc a lot!! I also feel the same having spent more than 5 years there. But my Indianess brought me back to India as I wanted to be closer and take care of my parents who are old now. Keep up the natural flair of talking and explaining the stock market and life!!
सर आप बिच बिच कोमेडि करते हो बहुत मजा आता है very nice sir thank you sir well come
Hi Sir, Please make some visuals for people to understand what you are saying you will be quite famous very soon, the pace at which you are saying people may find difficult to understand, Your explanations are very good and mind blowing
great ,I am always your big fan,very informative sir ji
Priceless analysis.
🙏🙏🙏🙏🙏
Very nice and knowledgeable video 😊
Basantji it’s was wonderful listening to you , excellent knowledge and so well delivered .
It had the flavour of knowledge n entertainment also . God bless
You are An ocean of knowledge
हर वीडियो में अवधूत साठे काहे आ जाता है
Good morning sir....informative video as well as entertaining
I see a lot of channels talking about IDFC, which means a lot of retail investors may chase this stock now.
Thank you sir everyday learning a lot from you ❤
Namste Sir, Aapse request hai ki shares investment me Compounding benefits ko elaborate kare. Kya share bechanese aur fires lene par compounding benefit affect hoga. Bahot Dhanyawad.
for new investor it is good option to buy ETF and mutual fund, as my experience.
Sir, thank you for giving golden information about the stock market and life.
I want to invest in 10 stocks - Bajaj Finance, Dmart, Happiest, KPIT, Aavas, Clean Science, HDFC life, HDFC Bank, Polycab, Lux.
My expectations are 18-20% earnings CAGR for the next 10 years.
Pronam Sir,,thank you BMsir really thank you for your guidance
Sir u r my idle, I enjoy Yr each video
Sir,Always some thing new and thoughtful to learn....
Sir apka idfc bank vala video bank analysis me bahut useful hai
Apse request hai ki ho sake to paint aur cement business ko kaise analyse kare usape video banaiye please
Thankyou for your valuable wisdom
Sir, how to analyze the infrastructure sector? Please take the question. thank you sir🙏🙏🙏
Next level information sir❤
One of the best session sir . Tons of thanks .
Recollect you had no clue on jdfc fb couple months ago and reviewed due to comments. thanks.
This is my first comment. You are doing a great job. Today’s ROA funda for banks is superb learning for me. Please do add such bullets on valuation of business on daily basis for 2-3 minutes if possible. AAP be aaj draya bhi related AI. Here is my question on AI. Sir what would happen to consumption theme stocks if AI lower income bands ki Naukri kha jayega ?
❤🤣❤
IDFC ltd. is ❤ best for long term too!!! I have invested in oast n retaining for long term in spite of having good profits currently
Excellant guidance sir on IDFC Bank, very useful.
Hello Basant Sir, i like your statement aapke financial advisor ko bhi malum nahi hoga.🤓 Bahut hasi aayi.. any way i want to know about ITR, how to show our stock market income in ITR and also can we compensate our previous losses while filling ITR...yeh toh aisa ho gaya ki govt sukh mein saath hoti hai(Profit) but dukh mein nahi(when loss happen).😥.also one fundamental query.. Coal india ROE 56% hai .. kya 5 years ke liye le sakhte hai kya? Thanks in advanced.
Sir ji aapka video mai sound badhaana bahut jaruri hai so plz increase the sound
Thanks sir for talking about IDFCFIRST Bank. Thanks thanks sir.
Thank you sir for your daily efforts 🙏🙏
Basant Sir, I watch all your videos with lot of interest. No question but just a general observation. Your thought process is distracted too much as you have too much to share. I wonder how you will be running your BM Focus Fund with so much staggering thought process.
Superb analysis can be used to analyse any Banking and financial institutions. good sir
You are Sunil dosi as well as Milan tipnis,🙏
Meaningful discussion on how to analyse banks. ❤
Sir please review Bajaj hindustan sugar Mills... Lot of debt but has growth potential and it's an asset play
This video really taught me something. Thank you sir
We. are.not. knowledge ble.people.so.we.request.you.give..some.buying. tips. please
Excellent morning report
Ravi Shastri was seen in Formula 1 Belgium on Sunday post race show and he invited them to India.
MotoGP is starting from September '23
If motorsports come to India which industries will benefit?
Sir mai sochtha tha manyavar mera best pick hai. Mai jab future mai paisa banaunga tab interview mai bolunga manyavar mera multibagger tha😂 Heart break ho gaya hai. Apne mere ankhe kholdi bech diya ab.
Hi sir good morning... Aapki is video Ko dekhkar mein thoda sa confused Ho Gaya hu .. actually mei HDFC first bank me long time invest ke liye soch Raha tha , and back of the mind , 3, banks ke bare mein bhi soch Raha tha long-term ke liye 1, equita bank, 2, utkarsh bank , 3 Ujjivan bank ,, sir please 🙏 😊 in me se mujhe long term ke liye koi ek Bank suggest Karen at least 10 to 15 years ke liye 🙏😊❤
This channel is the best!
NAMASKAR SIR
world A I ke chellanges bhi adjust kar legi sir.aaj tak kitni innovation hui hei. sabhi ne human life ko better hi kiya hei
Sir many many thanks for valuable knowledge jai gurudev
Sir, in IDFC First - Growth in EPS is lower than growth in net profit. Also, it keeps raising equity. How should we analyse this.. Please take 2 minutes to explain variation in EPS and profit growth. In BFSI and other sectors.. Thanks
Thanks sir live long and healthy life❤
Good morning Sir,
Have a nice day. 🙂
basant explains things in laymen's language which shows he has grip over business levers.
Nice commentary 🎉🎉
This channel is very good
Great knowledge....🙏🙏💓
Sir aap ki cricket and share market ki jabrdast knowledge hai ,sir mera questions hai agar me koi stock leta hu or kisi vajeh se vo 10 % gir jata hai to muje usme se nikal jana chahiye ya I will wait to come cost to cost
Sir aap cricket hindi comentry bhi Kar sakte hai
Aap ko suna to pata chalta ki hame our bhi aage jaana hai. Thanks❤.
BAHUT MAJHA AAYA AAJ KA VIDEO DEKH KE
Sir app the best hay🤩🤩🤩🤩
Thanks Sir, Very clear and precise
very good analysis
Thankyou Sir, your passion is a blessing and inspiration to all of us.😊
Morning - Food for thought. Shukhriya.
God bless you Dear Sir
GOOD EVENING SIR JI 🙏
SATYENDRA
A recent CNBC article says ‘Most outsourced coders in India will be gone in 2 years due to A.I., Stability AI boss predicts’. IT sector is one of the biggest job providers in India, and with so many other sectors dependant on it, even a slight disruption here can push our Indian economy into recession. Also SoFi earnings premarket. Have a good day Sir.
All speculations, I used to read articles in 2018-19 that automation will reduce requirement in IT industry by 30 percent by 2023...We were 20 percent higher in 2022-23 than in 2019....
दीपक फर्टिलाइजर के बारे में बताइए सर
Hello Sir. Thanks a lot for spending your time with retail investors like us
Sir can you discuss sectoral themes
Along with stocks as you did it today
*Notes
Banking sector
1.Look for ROA it should be 1.5 to 2 % ( 1 lac crore = 1500 crore earning) like HDFC and IndusIn bank
2.ROE
3.Cost /Income =75 %
More branch set up less profit
4.SLR and CLR mandatory for bank and for NBFC so P/B ratio below 2 for bank , and 8 time for NBFC
sir app knowledge ka vandar ho❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤
Basant ji..I am a CA and have been following your channel for the last few months. Excellent content in layman's language. I have a question- experts say we should remain invested in the market even during the bull run. What if I have a portfolio of 6 stocks and all are 25% over cost, I sell today all stock ( for booking profit) and buy the same qty of the same stock at the prevailing market price. If I do the same after 1 year then LTCG benefit will be the same. What is your opinion, please advise. Thanks in advance.
Knowledgeable video sir
Basant Maheshwari Sir please interview Prime Minister Modi it will be very exciting
धन्यवाद 😊
Sir, tell something about manu manek. You had ever seen him. And what role did he played in indian stock market
Sir, uco bank share kiyo nahi baadh rha hai ak video baniye ,please
Hello Sir,
Mai jis kisi se milta hu uske youtube se aapka channel subscribe kar deta hu.
Thank you so much for all your efforts.
JFSL में क्या रणनीति होनी चाहिए? क्या जिसके पास बजाज़ फाइनेंस है उसे लेना चाहिए? क्या अन्य फाइनेंस के शेयर जैसे HDFC AMC, HDFC LIFE आदि को बेच के JFSL लें लिया जाए... इससे जुड़ा एक विडिओ बनाइये 🙏🏻..