Why these two Bank stocks are Multibaggers | Fundamental Analysis
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- Опубліковано 28 чер 2024
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Banks are rallying currently. Is it time to sell some and book profits?
Or is there still scope for gains left?
I talk about the banking sector performance in this video and share what scenarios can playout.
Understand the analysis to know better.
P.S: NOT AN INVESTMENT ADVICE. Please do your own due diligence.
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Attributions:
Stock videos from Pixabay and Pexels
Logos: Wikipedia Commons
Video and TN editor: Ayushman Khare
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👉 My stock market course (comes with 1 year community access):
wisdomhatch.com/stock-market/
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👉 I talk about in depth macroeconomics correlated to stock market movement on UA-cam member community here: ua-cam.com/channels/qW8jxh4tH1Z1sWPbkGWL4g.html
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👉 You can explore US Stock Investing using Vested and also enjoy extended hours trading (trading in after-market hours) - a premium feature. Signup to get $10 funding in your account:
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Akshat won hearts
Do your courses have lifetime access?
Hlo sir, I am from Nepal.
Does book value of Bank has relation to market price.
Can we consider good stock if that market price is close to book value. (NIMB,NBL in Nepse)
Please reply
Hi Akshat,
Why don't you switch from IDFC first Bank to IDFC.
As there is Arbitrage advantage of 20%.
Banks discussed are
1) Kotak mahindra Bank
2)Idfc First bank
Thanks for time saving 😊
Thanks brother ❤
I want to know if akshat's coursed on wisdom hatch have lifetime validity or they have some expiration date?
Har bacche ko pta hai bhai ye 2 banks.
Ye Akshat k recommendation FD k return beat na karein
Thank
SUCH FINANCIAL KNOWLEDGE SHOULD BE IN INDIAN EDUCATION SYSTEM ❤️
It is there, if u study CA.
Beyond the content, you are also teaching excellent communication skills.. The way you explain things & the homework you do are very much inspiring.. Thank you Akshat
I have been tracking idfc bank since more than 5 years and significantly invested in it. During 2020 this stock was bottomed out below 30. That was a great opportunity to have heavy position in the stock. But I missed that. Even without that, the overall gain now is really good.
Don't know why many people view his video,I viewed some videos of this man and think waste of time,only bak bak, I think he earn more money from UA-cam than share market
@@rajeshmondal-cm5ob 😄 sometimes I also feel the same
@@rajeshmondal-cm5obbro his investments in share market is like 50 crores
Shri Akshat I am of the opinion that UPI growth is helping banks in mobilisation of low cost saving deposits. This growth of UPI is helping PS Banks more than private sector banks as low income people open SB accounts in public sector banks.
The way you deliver content is so simple and relatable, I appreciate it a lot. Again a great video. Thanks!
MOST rich people stay rich by spending like the poor and investing without stopping then most poor people stay poor by spending like the rich yet not investing like the rich but impressing them
Sounds good😊How do you do that? I'm interested, how do I go about getting started?
If i had not experienced this myself I would have said this is all lies but l've made withdrawals a few days ago and that's one thing I find difficult and impossible with other brokers
What is bro waffling about
Volatility can be checked by India Vix.. Akshat a huge fan of your work..Thank you for sharing your knowledge..
Thanks , was waiting for Kotak M Bank to be discussed
Well said. Kotak is an excellent stock. In the long run the price will catch up.
Hi Akshat , Thank you for your video.. What is the rationale of having IDFC and Kotak over Bank of Baroda? If we see sales growth, contingent liabilities, PE ratio, profits, dividends etc , BOB is performing a lot better.. Is it just bcz BOB is funding Adani?
Many thanks for the video. A new perspective to look for investment. I have been invested in Kotak for a long time ( truly a multibagger on my small investment) and also in IDF Bank for over 2 yrs. Other investments are in Federal, Indian, PNB, BOB, ICICI, Axis in the banking sector.
Thanks for the detailed video...
Already invested in IDFC bank @ 35...still holding with good profits ..
Point to be noted is the sales have gone up at 10 CAGR and profit at 20 CAGR. Now profit margin has peaked. No more margin expansion can happen. So the now profit growth will be as per sales growth or will be down. The higher pe was for growth. Now without growth why should it get higher pe.
Kotak bank growth is slowed down. May be good for trading perspective.
Growth can also come from sales growth, also for bank pb is the matrix.
Very beautiful. I heard you for the first time. I feel I could get lots of information on Two banks. Thanks
sir i have one dought that banking will perform well in a growing economy as u said i too agree . but here even rbi cut interest rates that banks will performs same pace like last few quarters ?
Very clean study doing Great work 👍
Excellent analysis! Thanks Akshat.
Hey Akshat, I have been seeing your videos and learnt a lot on investments. Today itself joined the commuinity. I have been doing the investment but not gaining much so looking forward to learn more from your channel. Thanks and keep the good work.
Wɦǟֆǟքք ʍɛ
Thanks Akshat for such wonderful education to retail ionvestors....Kindly do it for retailser alwawys...
Is the membership worth buying?
Hi Akshat, thank you for the video, what are your thoughts on TATA technologies IPO? Buy or not?
I'm running out of patience with both HDFC bank and kotak bank... 4 years barely any return. I get your logic of why they should move now onwards but isn't it like opportunity cost lost in the last 4 years... Even if we had invested the same in FDs we'd have got more returns right?
Great insights, Akshat. Thanks!
Can you take a look at Federal Bank?
It seems to be undervalued vs. IDFC First Bank and has better nos (more profitable, better ROE, lower P/E & P/B).
Is the membership worth buying?
@@lostsoul4317 I'd say it certainly is worth trying. Since takeaways are personal, you can try it for a month or two and ascertain the value to you.
I am in it more for the perspective, than for buy / sell calls, although I have used the info shared to increase my positions on stocks already in my portfolio, on one or two occasions.
I am not a pro investor myself, but generally take a long term view of things - I use the perspective as one of many inputs to form my own view of the direction that the broader market / economy might take.
Hope this helps. 😊
@@lostsoul4317don't do it....his biases would make you lose money.
He is really giving lot of information us thank you sir and wish happy teachers day u are a great teacher ❤️
Can you make a video around Employees Share Scheme of various MNCs as they give discounts to buy the stocks and what are the taxes incurred if the company is listed in the US market.
But which is a better buy IDFC Ltd. Or IDFC First Bank, keeping in mind the merger that might happen subject to all approvals?
Great video sir keep going all the best🎉❤
Good presentation Akshat. I am holding 26000 shares of idfc first at 30.29.
🔥🔥🔥👏🏼
@AkShat.Click-Image-Helpline ye acc scammer ka hai
Arbitrage in idfc Ltd
From where i can learn about trading nd investment
To my understanding SBI also good stock but... may I know why are not considering it
IDFC First Bank = Good prnentration through their innovative marketing approach and attractive types of accounts to MSME. Will continue to hold for long term 5x appreciation from here.
Is the membership worth it?
Bata dei bhai
@@youthoobyo7954yea, I think it is.
Is the membership worth buying?
Akshat beta you're great analysts of the stocks god bless you
Hi Akshat, Please correct me if I am wrong as per my understanding IDFC First Bank financial doesn't support the stock growth. Because in profit most of the part comes from others income which is not good.and tax also adjusted to maintain/maximize profits.
Sir the lag in nifty 50 can also be contributed to hdfc bank being stagnant.
Bank stocks which ratio is more relevant:
PE or PB?
PB and ROE are important ratios.
Today i opened vested account by following your code.Thank you
Hey Akshat, Another excellent piece of macro analysis of a beaten down sector (Banking). Your contra bet has always been profitable so far. So I wonder why it would be different this time ? Keep up your good work.
I recently booked a 200 %+ profit in one of the banks. You have convinced me to buy some bank shares and also in your membership. Trying it out.
Wɦǟֆǟքք ʍɛ
Hi Akshat, What is your view on Bandhan Bank?
I bought IDFC first at 18.9 during Covid fall 2020 April . When VV was selling his 4CR shares
VV?
CEO of IDFC bank
There’s a big short positions held against this bank.
Vai tab ESOP share sell kiya tha.. Jo V. V sir ne loan le kar liya tha isi liye chod diya
Hey, Akshat
Is your course comes with lifetime access?
Sir, BSE is like its all time high, as per your analysis do you think we should hang on to the share or do you think its overvalued at the moment and one should book profits
What is the appropriate stock price that IDFC will move in next 1 year according to you.
IDFC FIRST BANK borrowings are of 2,00,000 cr. It's Debt to equity is 7 which is really bad ig.
Hello Akshat,
Thanks for the insights. Could you please share your thoughts on Bank of India?
❤Q&A❤
We all know that in long run Indian stockmarket will grow. Then what is the need of diversification between stocks,gold, real-estate,fd,ppf etc etc.
Suppose, previously I want to make a 10lakh emergency fund and rest all money will diversify accross all assets class BUT instead of doing this if I make 20lakh emergency fund and rest all money put in stockmarket for long term then how worth is it to do this? How safe or risk in this?
If not then what is the main risk in the stockmarket that everyone should aware of this. So that everyone can diversify their money accross different assets class.
Thank you
Indranil Kundu
Kolkata, West Bengal, India
Thanks Akshat for making Video in Kotak Mahindra Bank
What is actual entry point for IDFC First Bank ?
Thanks for making this video.
Respected sir... Best analysis
Thank you Akshat.
I am following your videos.
I regret missing investing in one stock really, when I saw your video of Tesla which was around 108 USD :D
Yes bro we should have invested in meta and nvidia also back then we could have frickin retired with the money at a young age itself .. made the biggest investment mistake of my life
From 108 it went up around 3x. I think even if you had invested in some kf the Indian stocks you would have got the same returns. Take the example of IRFC, RVNL etc
Thanks for your efforts to educate retail investors and your channel subscribers. Please try to hard to make one video where 12 stocks are selected for 25 to 30 years and portfolio can be 5 lakhs to 10 lakhs for retirement purposes. That will help for investors to put money and wait for a longer period and concentrate in their main job/businesses. How Wipro Ltd stock made a few billionaires for their small investors. Do you find some stocks like that in the long term. Regards.
Great Content. Loved it!
Hi Akshat, what tool do use use for showing the companies' profit stats, revenue stats etc and stocks' performance over time.
I try checking in kite, it's not easy to visualise the performance over time there.
Trading view it seems
He uses screener and tradingview
Super analysis on Kotak Bank
Let us know when you are investing
IDFC kotak HDFC bank wonderful market bank sectors tq akshat sir for the valuable information 😊❤
Amazing, love you Sir 😊
Thanks Akshat.
What is your commentary on IDFC and IDFC first bank merger? and its 100:155 exchange ration, So if anyone want to take position on to IDFC first bank than can they go via IDFC limited's stock because after the merger we get discounted IDFC first bank shares like 7-8% as of now, I REQUEST YOU TO MAKE A VIDEO ON THIS ALSO. ✌
Everything is factored in already. There's uncertainty in the merger subject to a lot of approvals hence the discount.
The discount is 20% as of today
A bank which gives 7% returns in 7 years. Half baked information is very dangerous
Hey on which chart tool is that??
Thanksfor your input
you should always worry about topline growth and not bottom line growth, the kind of valuation kotak used to enjoy because of top line growth and expecting same valuation with reduced growth is not possible.
What is this website he is using to get stcok price and charts at 6:29 and at other places?
I have IDFC since 20 levels. I bought it because the bank has excellent service, and has become my primary bank since its launch. I'll only sell when the service starts degrading and I feel like closing the account.
Akshat bhai. I like the way you help us understand things logically and with layman examples. I have started learning from u and starting smallinvesrnt in stocks. Till now I was investing in property and gold only. I have bought union Bank 86 and Canara bank at 327. Both a slowing increasing in value. My horizon I long term I won't mind holding it for 7-8 if they will multiply in future. Have I selected correct stock, done correct analysis.?
Accoding to me it doesn't make sense to hold psu banks for 7-8 years since by that time the NPA issue might return . It's better to hold them for 1-2 years
@@aanshsinghania7780 that'd true but what I am saying that's my capacity. I am only targeting for 2-3 years reap.benefit and continue only if rhey seem.robust
Respect button for Akshat 👍
Sir from where i can learn trading?? And investment?? From where did you learnt?
Great video Akshat! I am a new investor and a fresher in the job market as well. My company also have IDFC First Bank as their corporate banking partner. Is it still viable to buy IDFC First bank? Also could you also talk about EV and related stocks.
Amara raja batteries looks good rn i think
Is the membership worth buying?
@@lostsoul4317 I'm testing it out too! It's only been a week since I bought it.
@@lostsoul4317lol
What about HDFC bank ?
Hi Akshat... As always thanks for the informative n analytical video ..
One request- can u do some video on bulk/block deals. Whole the impact on stock price is understood, I wonder why a same MF/HNI Buy-Sell same quantity at same price on same day? Price of the stock shoots up... Isn't that a way of manipulation of stock price?
Hey akshat .. jus a reminder
knr construction on Long term view????????????????
Will wait for post tomorrow. Today's suggestion has given 2-3% run by today itself 🤑 I know your recomm. are not for trading but for investing but kya kare aajkal intraday bhi hit ho rahe hai 🤷♂✌👍
You mean to say his video has caused the stock prices to go up? If true, it is amazing
@@srivastavashivam949 no I mean to say his analysis and framework to choose scripts is powerful. Which usually give short to long term gains in most of the picks.
money control article plz explain why did you remove angel investor
What are your thoughts on federal bank?
SBI PE ratio is 9 as of sep 2023...it has fallen from PE ratio of 12...so will it not double or trippe?
Hey Akshat, just noticed a minor correction in the video:
When you look at nifty returns from march to august, you calculate the returns till nifty’s peak which gives you 16.5% returns but when you analyse bank nifty, you’re calculating the returns till current point which gives you 13%. If you compare bank nifty peak, returns would be similar.
However, thanks a lot for sharing crucial information as always. You’re really making a difference in our lives 😊
I was thinking the same thanks for pointing it out, bank nifty has given a return of 20perc already in the same time frame as nifty50
I want to know if akshat's coursed on wisdom hatch have lifetime validity or they have some expiration date?
Wo to bhai es video se hi 1 lakh kmq re hai tum bus correctiob kro
is it good time to buy now?
Kotak Mahindra Bank, in-spite of strong fundamental financials, this stock curve is more or less zig zag between 2000 to 1600 CMP range in the last 2-3 years. In my view, this share seems to be good for swing trade to gain profit as of now. Unless, there is an economic boom across sectors, the large caps like Kotak, HDFC moving towards multi bagger is little remote.
The trend for Kotak Bank will continue to be zigzag until, there is an economic boom at global level. Until, our money is blocked in this stock.
If anyone looking these stocks for multi bagger, consider this stock when it it around 2200 CMP, rather than now.
Is Tax Collection at Source (TCS) applicable on money transfered outside India for buying stocks in USA.
Pls do a video on current situvation of VAULD and their future prospects..
Sir there may b possiblilty of rerating of valuation of kotak bank from 35 to 20 or smthng else.
Bcoz kotak is afterall a wholesale or corporate bank. Which ussually a risky bet
Hi akshat, could you please comment on the arbitrage opportunity in the merger of idfc Ltd and idfc bank
If the credit flow from banks grow over time in the form of credit cards and other unsecured loans....do you think there is increasing chance of default?
What are the benefits of membership you bought?
Nothing
Thanks
Kotak stock - what if it was heavily overpriced over last few years and these years it is getting corrected but still can be overpriced?
God bless you Sir.
Hi Akshat,
Is it possible for you to provide analysis on Ujjivan Small Financial Bank?
While reviewing banking stocks pls also share about gross NPAs Net NPAs growth in loans NIM RoE COST OF FUNDS to have overall perspective
Where can i see the segment break ups for stocks like this??
Now GQG is ok ?? if invested in IDFC...Hmmm!! 😎
Thank You
Hi akshat, I am trying to join member community from few days..It is showing error for purchase..
Hi, can we expect growth in YES bank.....is it good idea to buy this stock...
Just going through some of your old videos crypto, vluad which were some of the promotionals as well.
Please guide how to join your member community.
For Banks should we look for PE Ratio or PB Ratio 🤔??
can anyone suggest like how to buy JIO Finance stock as from reliance demerger i got some stocks of Jio in my portfolio. but now when i am trying to buy more stocks of Jio it is not executing like i use to buy other shares in my portfolio. pls suggest what is the process of buy Jio Finance
there was a news that JIO Financial service will be removed from sensex..and all the passive mutual funds would have to sell those shares..so why it have not been done yet?? will it happen in near future?
#AkshatShrivastava HDFC Bank also avaiable in lower PE
16:26 From where did you get the segment wise break-up 👀
Screener paid plan
Plz make a video on " Vauld " issues since you had recommended it on ur channel !
thank you so much