Ujjivan vs Equitas Vs AU!! Which one is doing well?🤔🤔
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- Опубліковано 29 вер 2024
- Ujjivan vs Equitas Vs AU!! Which one to choose??🤔🤔
The video compares the small finance banks - AU, Equitas, and Ujjivan, analyzing their cost, income, and type of loans. It studies their NIM, credit cost, CASA, and technical and financial aspects, providing insights into their valuations and exit strategies. The conclusion highlights the need for independent analysis.
Business covered- Ujjivan Financial Services Ltd, Equitas Small Finance Bank Ltd, AU Small Finance Bank Ltd
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Investing in the stock market is risky. Past performance doesn't predict future results, and you may lose a considerable amount of money. Invest at your own risk and ensure that you understand the risks involved. This channel is for educational purposes only, and we are a SEBI-registered advisor. Neither Ishmohit Arora nor anyone associated with this channel accepts any liability for any content uploaded or actions taken based on the information provided on this channel.
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Please bring another analysis on Armaan Financials and how the business is performing right now, and comparison with its peers. Thank you for this video.
Learning: ROE & ROA two important factors for bank, Accumulated UJJIVAN SFB 668 shares from Rs.15
Great work ishmohit👍🏼
Thanks a ton
Nice Explanation. Thank you very much.
😊🙏
Please do this type of comparison for Housing Finance- Aptus, Home First and Aavas Fin.
Great video !! Hope your migraine better now. Please take care of your health
Thank you for your supporting words. 🙏😃
High interest rate scenario is always followed by NPA cycle... Toh... baaki sab tum log samajhdaar ho.. 😊
Lower the NIMs, faster business grows
Guruji Namaste 🙏❤🌹
next business should be mineral sectors government psu
Holding ujjivan and utkarsh @50
Utkarsh sfb v add hota to maza ajata
Had read some where.
RBI is really worried asking AU sfb.
Because the growth rate is scaring RBI.
So they frequently catch-up with management 😅
Brother your channel is highly underrated. Commendable job
In share market terms,
In the long run, the ratings will follow the quality and performance. 😅
Could you do a latest vedio on these small finance banks to understand current scenarios
since lot of them are available at a discount ?
Good work as expected by ishmohit
Sardarji,
Please do a fresh comparative analysis of AU, Equitas and Ujjiwan SFBs post recent RBI rules wrt Risk weightage and
Q 2 results.
Thank you
Paaji, very good analysis. As a holder of ujjivan from IPO, I'm thankful of your analysis
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support. 🙏
Got basic understanding about small banks and how can we start to analyze. Thanks a lot :)
❤❤excellent. Just exited from AU which i was holding from pre-covid. Have gained good profit with bonus also. Thnx. Same from Idfc first
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
AU & fincare both merged in percent
Since Broking/ exchange stocks are doing extremely well.. Wanted to know is this also a cyclical sector?
Also it would be a great if a video on exchange stocks/ brokering company is made.
Thank you !
Utkarsh small finance bank ke baare me vedio please
Thanks your superb analysis watching at 1 PM❤
Just thinking we can also consider consentration risk as well
Please do next video on HOUSING FINANCE Company P2P analysis
This video seems similar to Navin vs SRF vs GFL.
What is the typical loan cycle period for microfinance loans that is driving the growth of Small Finance Banks like Ujjivan SFB?
no ujjivan no equitas no au only and only Utkarsh and only utkarsh
EQUITAS IS NEXT HDFC BANK
Sir, aap tho professor hon. Salute to ur research
Thank you so much for taking the time to watch our video and for your kind words! 🙏🏻
Sir u also give stocks recommendation on payment basis??
Soic is an undervalued smallcap in terms of knowledge which will become multibageer in future once more people know of its potential
Yeh tino bank mere yaha par hai 😅
Infivem Avenue par ek video
Sir i want to join ur course in Hindi...kaise kar Sakti hu
Waiting for analysis on EMS sector....
Nest pl cover best wire and cable micro company..
Not correct. From that cash dividend is paid recently. The remaining cash will increase sfb book value by approx. Rs 1.8 and not Rs. 3. Management itself has confirmed this.
Shares will also get cancelled and there will be cancellation of Pref shares too. Please check your calculation :). We will check ours too
docs.google.com/spreadsheets/d/1oDxdA6IOpnBplpY_apkUfDXtkiQRPefKQX11UtWbrrM/edit#gid=0
Very nice video. Was doing my own analysis on which small finance bank to buy yo! Can you do on life insurance companies next? Thanks!!
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
Hi , where can i find the data presented in this video
Shouldn't we compare relative strength of small finance banks to the nifty PSU bank index rather than bank nifty? Just a hunch that SFBs are more similar to PSU banks.
Next video on Goodluck India Ltd pls
Give analysis of Idfc first bank
Green energy and power sector 🎉❤
Thank you
South Indian Bank and Aarman Finance ❤
Mene ujjivan mai meri 100% capital 150 ke price se daali hui hai or thoda thosa 280 330 480 pe add Kiya tha..
Allocation hai khas baaki sb bakwas. 😂
UJJIVAN SFB❤
✔️FACE VALUE, ✔️DIVIDEND ✔️GROWTH POTENTIAL
Good evening sir aap ki video se bahut gyan milta hi
Kya aap centabil retail ka vislesd Kar sakti hi
We're glad to know our work adds value to your investing journey. 🤝😃
Hi Ismohit bhai...plz make video on Armaan,ugro,five star finance..if possible..how a retail investors can learn how the microfinance cycle work
brilliant analysis. Any idea on record date of reverse merge of Ujj Fin with USFB?
Carbon credit business
Hope you are well now Ishmohit.
All good!
Great video!...Can you please do an analysis on PDS Ltd. as it seems a very good company.
Why is there a change in promoter holding in Equitas in last 2 quarters?
Lagta hai iss ke saat bhi HDFC jisa ho gaya
Hi- reverse merger. Hold co got merged and this is an institutional run business like ICICI or ITC.
Please spend sometime on financial literacy- can help throughout life
Sir any offers for your membership course......if possible plz do it more affordable sir
SOICBONUS10
Here:- learn.soic.in
Panacea biotech seems very very interesting. Kindly make one video please
Hi Ishmohit. Can you tell what is the best PB a microfinance/unsecured lender has got historically? And same for secured lenders but specifically catering Priority sector ?
Next video on housing Finance sector Or Midcap IT Sector
Sir chemical sector cycle how to find and Pharma sector small cap stock video
Sir you are not finfluencer but true educator. Very neutral and detailed analysed information
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Great Analysis as always bro. Please also do a video on Arman finance and its future and growth areas
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
What About Utkarsh Small finance Bank..? Kya ye bhi Multibegger nahi ban sakta hai..? 🔥
Kyun nahi kyun nahi 👍
why are u wasting ur money...put in SBI then here...agar mkt tank ho gaya to ye sabdikhengi bhi nahin...or buy good stable stock.not a recommendation jsut for information or buy PTC or highd div stock...choice is urs
sir how good is future prospect of landmark cars and such company
I am invested in ujjivan,equitas from last four months
❤️❤️❤️Equitas ❤❤❤
🇮🇳One Bank One Nation 🇮🇳
Plz Make a video on quality defense stocks as well
Compare nbfc lich ibullshousing
Great videos as always. Your channel never disappoints and is a wonderful treasure for retail investors.
I have one doubt what is your view on geographical risk as Ujjivan has wide geographical reach as compared to Equitas. Thanks
Indeed!
However, Ujjivan has higher product risk (unsecured). Equitas is 50% in TN. Both diversifying away is a key monitor able :)
Good Question
Thank you for your reply sir
Sir one request from my side I want jion soic menbership but payment one time so please make part 2 or 3 part if it's possible
Sir can you make the same for top pvt banks and top nbfcs
It shows your efforts and vision
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Big Fan of you. I am a retired soldier. And continue learn from your content
Could you please do polycab vs kei vs rr
Where is our credit access gramin bank
Thanks dear , nuvama is best bet to buy
Chemical industry
Ugro capital ❤
What about Utkarsh??
Anyone please share views. There is heavy selling by DIIs in Ujjivan bank in last Qtr. Does it count as negative ? Anything negative cooking in the bank ? I increased my holdings.
Dii shifted there holding from ujjivan bank to ujjivan holding
Fr near 20% arbitrage
@@Thakurrajesh680 yeah just noticed, thank you
Housing nbfc next sector
zen technologies Ltd
Sir Piramal Pharma please
Ujjivan this hai...
Thank you so much
Great analysis love it jai hind
SBFC missing
Chemical
❤❤
Good work
wowww❤❤❤❤
Quality of content is top notch 👍
Thank you so much for the kind words and appreciation! We truly appreciate your support and it means a lot to us. It's always encouraging to hear positive feedback like this. We will continue to work hard to provide valuable content. We hope to continue adding value to your investing journey. 🤝
@soic after purchasing your course will subscriber of your course able to analysis stock like you do ?
Thank you for reaching out to us. The SOIC Membership is created keeping in mind the beginners. You can start from Level 1 Financial Literacy Course and gradually move to the higher levels. You can also simultaneously attend the live webinars we organise almost every month. With the knowledge our students acquire, they can certainly analyse stocks with their full intelligence.
No you cannt. Such analysis required lots of financial understanding, lots of data searching but you have to start somewhere so you can considering your options and financial availability.
We learn from the teachers not necessarily to become teachers.
Good Evening sir
Equitas
Tq sir for usefull information 🙏
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Learnt a lot from this video. Superb as usual. I am an SOIC member. 6 hours this weekend is doable but tough, both on you and us. Could you split it into 2 sessions over the next 2 weekends. Thanks
Equitas 0 promoter holding
Institutionally run like ICICI Bank or ITC or IEX!!
10min ka video hota to accha hota
We appreciate your feedback, although we've already stated in our previous community post that shorter videos hinder fundamental analysis to impart teaching for students looking for free content. We hope you can empathise with others. Happy learning! 🙏😃
🙏🙏🙏🙏🙏
Lovely video
Excellent analysis
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
thank u sir for sharing your knowledge!!
aap only hope in india
🙏😃