If you are holding OVERVALUED stocks, you need to KNOW this (Analyse PE ratio) | Akshat Shrivastava
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- Опубліковано 6 лип 2024
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HDFC Bank fell last week - is it time to FINALLY exit?
Not really. Understand the fundamentals of the stock and your end goal - then decide whether it's time for you to book profits.
I teach this very point in this video - watch till the end. :)
PLEASE NOTE: THIS IS NOT AN INVESTMENT ADVICE. PLEASE DO YOUR OWN DUE DILIGENCE
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Hi Akshat,
Thanks for this informative video.
I am studying for becoming a financial advisor apart from my current job. Can you help us with some resources?
You wish me twice,thrice good morning, evening and more now you have no face to face me ............
You have your child's oath tell truth that you are not fraud????????
I know that you have a team which comments and tell lies to fraud with innocent people who trust on you.....
@@BHANUPRATAPSINGH-bo4ce if you have the truth then present facts for innocent people
Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $136k portfolio and try to keep everything around 10%.
Yes! but still make your own research. And I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Or hire/ work with a good market strategist. You’re safer that way
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
That’s impressive ,who is financial advisor?
My CFA ’’ Vivian Carol Gioia, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..!
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunde
The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
Lucia Alicia Cruz is a hot topic among financial elitist in The US. She's gained some reputation for her works during Covid. All the info. you need to set up an appointment is on her web page.
Thank you. I just checked her out on the web browser, She seems really proficient. I'll follow up with an email. Thanks for the lead.
It's like some stocks are flying under the radar despite their potential. It makes you wonder when the market will catch on to their true value. how can I invest $100K smartly to secure my future?
there are strategies that could be put in place for solid gains regardless of economy or markt condition, but such execution are usuallv carried out by investment experts or advisors with experience
The issue is most people have the "I want to do it myself mentality" but not equipped enough hence get burnt, no offense. In general, invt-advisors are ideal reps for investing jobs, and at firsthand encounter, since Jan.2020, my portfolio has yielded nearly 300%, summing up to 7-figure as of today.
this is huge! think you can point me towards the direction of your advisor? been looking at advisory management myself.. seeking ways to invest and make more money with the uncertainty in the economy
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Found her, I wrote her a mail and scheduled a call, hopefully she responds, I plan to start 2024 on a woodnote financially.
Akshat is making more money than the hdfc stock by making videos on HDFC😂
The stock market is just filled with both overvaluation due to rapid gains and strong economic fundamentals justifying high valuations. Raises concern for my $600K equities going 8% up and 20% down. So is it better to hold on or sell off positions to hold cash?
Markets have incorrectly priced in such a pivot six times over the last two years. This is why pointers from market experts are essential.
Investing Is more than reading quarterly reports. Learnt this from reading Peter Lynch's book. I believe there are people who do this for a living, and I just delegate the task to these professionals. That's how I make money from the market to be honest.
@@Angelavaldess I wish i could say same for myself, I've been down bad recently. I buy into the idea of using an expert but finding a decent one has been the challenge. Do you have any recommendations?
@@Higuannn The decision on which Advisor to use is a very personal one. I chose to take guidance from the popular Sharon Crump Cline to meet my goals. All the information you need to set up an appointment is on her web page.
The decision on which Advisor to use is a very personal one. I chose to take guidance from the popular Sharon Crump cline to meet my goals. All the information you need to set up an appointment is on her web page.
I see AMS51V everywhere. Could someone help explain what AMS51V is?
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Could you possibly recommend a CFA you've consulted with?
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
Having MF is much better then keeping HDFC bank stock
Agree.. it's not going to run 50%
Yep@@FireNFights
But no sweet dividends :"(
💯
Nowadays mutual funds r giving 24 to 40,50% of returns
The point is that you cannot expect HDFC Bank to grow more than 15% CAGR for the next 10 years. Better to invest in growth portfolio.
I see lot of negativity abt HDFC in the comment section. Now I firmly believe this is the right time to buy. 😊
I am about to sell than saw this and remembered yes bank
@@PunStar-gx4ujexistence ka khatra nahi h hdfc bank ko.
+1
1 month baad aur 1 saal baad comment karunga.... HDFC bank tab tak 1400-1700 ke bich rahega
@@arunthemas stupid explanation to buy a stock..
After subscribing to Aksath's community for quite some time, I have finally decided to move on, sell my entire stock portfolio, and invest through paid small cases.
Many of his recommendations have given returns and many have failed, bringing the total average to an okayish number which I am unsatisfied with.
Best decision
Which smallcases you are going with?
Good decision, even I made this decision 1 year back with bm vision smallcase, happy with returns and peace of mind.its just the hdfc bank which I am stuck with..
Just by following his videos and posts, I earned a lot. He always speaks about long-term bets. I worked a little bit in my own way but still sticked to his guidance, making good swing trades (even in HDFC) as well. I don't know what happened to you!
Hagshat is here to make monies out of you!!
Now I stopped investing in individual stocks and started investing in index including smallcap 250 , motilal micro250 ,mid 150 and nifty 50 . Although I have 9lakh invested in individual stocks but my mutual fund portfolio is giving much more returns than my stocks
Same with me
Same here my mutual funds of small and mid cap gave 31% collective returns in 6 months while individual stock gave just 15%.
And thank god i had sense and brought Mahindra and Mahindra, tata motors, tata power, and many others as per my knowledge(6 months back) and uff all stocks are skyrocketed.
Was really great i didn't stop with Akshat stocks list. I suggested Akshat to go analyze vehicle stocks and others . He never did it.
Same here.. I have 20% to 55% returns on different funds in my MF portfolio.
I tried stocks ,dropped and invest in MF..MF gives better returns and good sleep 😊
Exactly. I have a portfolio of nifty 50, nifty next 50, and nifty Midcap 150. My XIRR is currently 31%.
Is XAI60T still usable? I wanna have some of that
buying now is avoiding regretting later
Elon is a smart one with this, faster than anyone else
already up right away
This is also strong for all other coins imo
This won't save Elon's X
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Can you share your advisor's info? I really need one.
I work with Melissa Jean Talingdan as my licenced advisor. Simply look up the name. You would find the information you needed to schedule an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
For banking always need to look at price to book value ..not price to earning
👏🏼👏🏼👏🏼👏🏼 Good to see that not everyone is swayed by his popularity.
Thanks for using logic.
Correct 👌
Yep
True
how much price to book value is good?
HDFC Bank can fall like small caps, but when it rises like large cap :P
Lol agree
Ase Girta hain lagta hain bank band ho jayega
Look at Titan today. Morning it was 4% down. Such big companies fall like cheap when there is bad news. But never go 4 or 5% in a day even if there is big bang good news
Akshat bhaai deposits have slowed down ,net interest margin is low , people are not investing in bank fds rather investing in mutual funds , isnt this enough for the stock to fall , just because it is hdfc , you need not support it , sometimes it is wise to change the narrative for the benefit of portfolio rather than having ego
No, Akshat is like Jo bhi ho jai with Hdfc bank, I will just downward average it..which makes no sense if it's a non-performing stock
People don't have extra income to have in savings account even. When intrest rate cut announcement loan book going to strong and in the banking sector one of the lowest NPA of HDFC bank. so HDFC will going to perform only when intrest rate is going to cut.
following this thread as point looks valid
Akshat sir needs to enroll into some other influencer's investing course.
Bhai ke fundamentals damadol hain
@shantanu, then why are you enrolling him? 😅 He is clear about his view & so are we. If You dont want to follow then exit.
Technically theoretically this stock has given 0% returns from last 2+years. Where as axis and icici has gone double😂😂
Why are you holding for 2 years, held for 3 month and made a modest profit.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
I’m a contractor, and my job doesn’t permit me the time to properly analyze my holdings/evaluate stocks myself, so I’ve had a fiduciary actively restructuring my portfolio for the past 7 years now to match the present market condition and that’s how I’ve been able to stay afloat, knowing when to buy and sell…maybe you should do the same.
Could you kindly elaborate on the advisor's background and qualifications?
Everyone in the comment are saying HDFC is bad, time to sell. The think is once a full-fledged high growth infrastructure development starts, private sector capital expenditure begins in big way, HDFC stock will start running. I have an account with HDFC bank, so since I use it, I have buyed the stock.
I have 100% confidence in HDFC, BEL, BHEL, BLS, etc. These are high growth high potential sector. And on top of it. I have lot of patience and perserverence to stay invested for more than 10 years. So, I am still buying HDFC more and more!
Right bro I have also same thinking 👍🏻
It's another yes bank
Great video. I am ballsdeep for XAI60T and love your review for that as well
I knew X would end up doing this, so obvious
Wtf this is everywhere
buying now is avoiding regretting later
where do you buy this?
Sure, he said all the time he won't do it and now he did
Dude is discussing bank valuation without looking P/B ratio! Awesome!
When you are fixated on a stock or a sector , than the market is not for you. There are other large cap banks that have generated returns and have better tech and services than hdfc. Time to leave this channel. listening to this feels rubbish now and absolute time waste
Yes he is just talking non sense
Brilliant words "When you are fixated on a stock or a sector, then the market is not for you". 100% agree.
This guy is a bad investor in stocks..
I am sitting on 50k profit on hdfc bank...you cannot expect small mid cap like returns for hdfc bank...but hdfcbank would open 2000 branch this year and it would easily grow at 2-2.5 lakh crore this year ...which is 4-5 times idfcfirst bank... Safe investors should invest in hdfc bank if you have a rational return expectation...if you want high risk high return...then dont invest...fyi I am also a high risk investor but since hdfc is giving a safe opportunity of good return, hence I still prefer it...I also look at technicals and then invest rather than 100% relying on Akshat or anyone else's comment ..you still have to put your brain because it is your money
Some people first buy a stock and when they get trapped in a range then they come up with stupid explanations but they cannot correct their mistake.. Axis Bank gave a return of 50% in the last one year so it was foolish to stay invested in HDFC.. best example of opportunity loss.. buying was a mistake but searching explanation to convince yourself for staying invested is even a bigger mistake😅
For him, it is important, as it is less about investing and more about making money from courses.
@@sudhirnp even if someone wants to be in largecap bank it’s icici and axis which are outperforming..he should accept that he made a mistake by preferring hdfc over icici and axis..and the reason is PE contraction happening in hdfc Asian paint Bajaj finance type companies…in the same time railway and defence made 10 times more wealth due to PE expansion..
@@Rainbow..7 Anyone who listens to him for 2-3 months will figure out he always oversells and keep changing his opinions. Hard to trust this guy.
Because of Akshat, I sold my IRFC and RVNL shares 😢
@@bhagyeshmali5714 Consider me as your friend and allow me to give a suggestion. Never buy or sell any stock based on Akshat or anybody else. Listen to people, but analyse yourself before making any decision. Even if you make mistakes, you will learn and become better investor. In this regard, never blame anyone, and accept the failure and success both as your own.
I am saying this, even I do not like this guy. He oversells, and many times misleads people.
Thank you akshat.
Very helpful video!
Sir, u used more hindi in this video 🥲
Please think about kannada, tamil, Telugu, Malayalam people 😅
Dude, don’t worry much. Initially I felt the same as i am a telugu speaking person and admired him a lot. It’s all bullshit and nothing works, follow some other guy for some good analysis.
I started following Sahil Bhadviya, atleast he tells genuine commentary
You guys don’t like to learn the national language?
@@RajShah202we have 22 national languages Hindi is only one among them . Kannada Tamil Malayalam all have same status of Hindi as per constitution
@@RajShah202 There is no official national language in India.
This is not meant for South Indian liberals😂
In banking stocks Price to Book ratio is more important.
As far as the consumer product company that you were discussing, has a high price to earnings ratio. But, we have to understand that how the earnings is calculated. According to Indian accounting, the massive expense on advertisement and product R&D is expensed, not depreciated. Let's see in different perspective that how much money will be required if you want to create the same consumer product company that you have discussed?
Great video Akshat. Covered many fundamental concepts.
100% agreed! Very well explained, mate, thank you for being clear and to the point on these topics on money. Please keep sharing.
I am in denim fabric business. And i am doing business with nandan denim also. There business is falling day by day. And also denim fabric business is declined from last 1 years.
😂😂😂
Ye Akshu bhi strange hai 🤣
Nice Video Sir....👍i have learnt many new Things.
Thank you for making such learning video .
we need more videos like this.
😊😊😊
One of your best investor videos. Hope you do a series and cover more fundamental topics with examples.
all such videos are mainly focused towards selling the courses..there is good money in teaching, much better than stock investing 😊.. long term data suggest that most of the active fund management underperform the index return due to expense charges and random churning of stocks.. when market is in bull phase, all looks nice but during bear phase, most of the stocks lose 50-80% of their value.. So unless someone really understand investing(which might take very long time), its much better to stick index fund ..
Can you please create a video explaining volume and price analysis of any stock.😊
greate point one can gain good knowledge from you sir
Akshat will promote his course 10 times in 1 video.
Remember what ITC and Reliance stocks done in the past.
Great learning opportunity and interesting information 👍 🎉
According to me now Canara Bank and ujjivan small finance Bank are 2 good stocks to buy now
Yes, they all are at the proper levels. Ujivan may not go further down.
Canara Bank just respected the levels of 31st May & growing *UP* healthyly.
So does the Union Bank, Mahabank & PNB.
All are ready for making news from tomorrow. PSU bank & PSUs ETFs has already started growing.
Possibly it will be supported by NBFCs.
Electric stocks are flowing already.
I shall park some in BANKBEE & focus on PSU bank stocks tomorrow.
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
It's true that many people underestimate the importance of advisers until their own feelings burn them out. A few summers ago, following an ongoing divorce, I needed a significant push to keep my company afloat. I looked for licensed advisors and found someone with outstanding qualifications. She has contributed to my reserve increasing from $275k to $850k regardless of inflation.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
Terri Annette Moore is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for sharing, I must say, Terri appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.
This bank is worthless... fundamentally strong n all that technical theory we have been hearing this since last so many months and yet everytime it crosses 1700+ marks people start giving targets of 2000+ and all that but yet it comes back to its pavaliion of Rs1650 or Rs1600
just sell that stock it will go 2000 :P
Patience brother...patience! 😊
To 1700 ki call bechta reh
Well explained
We all knew inspite of under value, both HDFC couldn't yield much profit for the investors; Specifically on this stock, Stakeholder pattern impacting the stock price growth; 47% FII, 35.46% DII, the Indian stock market is purely driven by public, since public share is 17.36% is very much less than FII, DII, FII and DII couldn't push this stock price; This will continue to happen for some more time, unless there is a big change in financial results; It is applicable to Kotak as well; Please check for other stocks where FII /DII / Public investments % in the same pattern as similar to HDFC. Better to move the investment out of this stock.
Great video i will start investing now
so bold move suggesting it's good to hold even tho it drop it need courage i like this many people say same after the changes and show ended..
😊👍
best channel.. thank you akshat
One important aspect you missed to cover here having said all about micro and small caps is their exit strategy. You could have shared at least one or two quick exit strategies to get atleast capital back- but what are its triggers w.r.t. PE, Growth aspects etc. extend w.r.t. Nandan itself. If fall happened every cycle with market issues or its about its PE rerating etc etc.
Akshat. Sir thanks
Your informative video...
And your hindi with English style is impressive...
Nice information sir.Can you please make next video on us stocks(palantir tech,cloud strike,Arm holdings and AMD) and falling yen.
HDFC HDFC HDFC, 100 other stocks ran up by 500% but let us discuss HDFC which is dead with a thud, since I have been recommending it since last 2 years.
we need to evaluate various ratios and find intrinsic valuation of stock and pe is only one of the factors.
time to sell HDFC bank...
In 20 minutes excellent class in analysis of small cap👍
You cannot analyse bank on the basis PE, it’s ROA, return on asset and growth, that way HDFC bank has slowed down a lot as it has in itself is a market, with huge market cap
Thanks for the great video!. Wondering apart from Kite(zerodha) what apps you use to see such detail analytics?
So in short check stocks in my portfolio for whether their PE is above or below their baseline PE. If its above the baseline, we can choose to cut or exit otherwise wait to maxout the profits? This goes for Large Cap stocks. For micro and small caps we need to look if they have earning potential in the coming future or not? If yes then stay put otherwise cut or exit? And I think same goes for mid caps also?
I've been seeing a lot of negativity about HDFC Bank lately. However, I view HDFC differently, as it helps balance my portfolio during market downturns.
Last week, I had some cash on hand, so I purchased 70 shares of HDFC. My reasoning is that if every mutual fund has HDFC with the highest weightage, why shouldn't I?
By the way, my portfolio is currently up by +51%, so I need solid stocks like HDFC for my larger portfolio.
Thanks Akshat u are my mentor in this journey so far
time to sell HDFC bank.. ADR is down... Friday it was down by 4.5%.. please avoid bottom fishing... may be we can pick at 1400... not before
You will only if you get. ADR was up 19% it went down 7.5% only. Thst is expected
Explain @@chingchang7757
he thats why made this video to avoid further lose 😂
How did you came to 1400 please?
You are right.
Good quality content, we need more such of analysis in picking stocks and finding industry trends.
I think most of your followers are now well aware of cleanly run large companies so it's time for a shift into more mid/small/micro sectors.
Hey Akshat, great video! Do you also teach how to do background checks of promoters in your courses? Because there is a very limited amount of information available about promoters and key management personnel on public forums... and usually it is all a bunch of good things only
Thanks Akshat sir Paras Defence view I have 800 % Profit right now.
Great ! Good for you.
✨Congratulations Bro✨ 👍
Try book partial profits at appropriate time.
We need to check PB ratio for banks and not PE ratio.
In Hdfc From 2017 to 2024 I have earn less then FD return ....😂
Boss, for banks we should look at P/B value right?
Why do you compare nestle which is FMCG vs Financial companies
Akshat is over invested in HDFC and trying hard to get it to move up so that he can find his exit. 😅
Nice work. I’ve been on t13:18 13.06.2024he AMS51V$ train for a while, never sold as they are always building.
Hi sir , can you make one video on Ujjivan small finance bank , it has zero promoter holding after demerge.
8:00 you need to know the total addressable market.
WHAT A GENIUS
What is your opinion now on angel one stock?
Same as pls explain about ICICI BANK...
Great content sir.Sir please make a video on falling yen.Should we buy and hold (share name - YCL).Thanks
Please make a video on GMM Pfaudler - promoter holding has been replaced by retailer - is it a red flag
Where are these research reports that Akshat has been talking about. He talked about it in the course as well. Does anyone know from where to access them?
Hdfc bank type stocks are good for swing trade with huge amount,not good for retailer with small amount
🎯
Actually it's due to *share holding pattern* & the strong convictions of those who holds it.
TCS was on the same track, but the SEBIs rules made it partly vulnerable. (TATAs were not happy to let it go)
But it's temporary. That too will crystalize soon.
Hi Sir, how do you get so much of information and from where.
This guy comes and recommend to buy HDFC bank, Kotak bank, Aavas finance, Asian paints, Bajaj finance, all of them have given negative returns in past year , where market has given more than 25 percect , no doubt that all these are fundamental good stock given returns in the past good for long term, but this guy who is expert youtuber, dont know when to recommend which stock,
Hello Akshat, is it good time to buy TITAN
aise logon ko mtt suno. Inhone sabhi retailers ko hadfc bank aur bajaj finance kharidwa ke rakha hua hai. Aur har ghante bolenege ki yahan position badha li, yahan kam krr di. Agar iski advice le krr investment decision lete ho toh better invest in mutual funds, focus on you personal life, family friends, grow your worth and skills and let mutual funds increase money for you. That way you would be much forward in life.
There are news hdfc is selling its loan portfolio that’s why it has fallen he is not sharing that news guys
Meaning: compare by putting side by side.
In banks, it is better to look at P/B than P/E ratio
@SEBIINDI Make this person authorised person of indian stock market guru for teaching such precious insights of the stock market..If you need vote and support..my vote and support for this gentleman always.... plz confirm the needful done..m waiting..
Sebi runs *By Book* Sir,
Not on our VOTES.
Common !
He is wonderful no doubt but.
In the case of banks, you normally look at price to book ratio. HDFC bank used to grow at more than 25 percent in the past. Hence it used to trade at expensive valuation of 4-5 P/B. From the numbers, it seems HDFC bank's loan book is not growing anymore as they are not able to raise deposits on the liabilities side. For the re-rating, it needs to grow at more than 25 percent. There is no doubt about the high quality of the bank. But the size is too big and considering the current growth scenario, the current P/B of 3 is not cheap when you compare it with other private sector banks.
Could you please explain how HDFC bank is still a good investment choice?
Bank stocks are analyzed using bookvalue not PE
Great piece of content sir loved it
Always had this question about how Zomato like stocks with such high PE is running and good companies like HDFC is standing still. Now I am more clear about this
HDFC won't fall, won't rise just because you are selling, holding it. It will rise when it's fundamental improve and become mouth-watering. Explore, track and then invest.
Irrespective of what whatever
No one judges banks on PE
I don't know what you are trying to do
Excellent
In banking sector also we give more importance to P/B but you have not told anything about P/B
I believe, merging hdfc business with hdfc bank was a very long term bet. So the stock will be in a range for next 2-3 years. Also there are much better banking options than hdfc bank, so would be better to go with them.
Exactly.
It needs at least 3Q further to settle down.
But people are in wealth rush.
It doesn't work this way.
I regret leaving my position. (340 shares)
But I could hedge.
Well, it's just one of the many more good options in share market.
Even ICICI bank pe is same and given good returns
For banking, book value(less than 2 times) has to be considered instead of PE ratio.
HDFC median pb is much higher right? Aren't we supposed to look at its own pb history and not use industry ratios alone
Comparing Bank PE to defence PE , seriously?
Make a video on narayan hridalaya and mishthaan foods
@akshat Any views on Maruti. The stock is trading at lower PE. Bajaj Auto have higher PE. Could we choose to go for Maruti in order to diversify sectors and wait for PE expansion
I will get a peaceful sleep after this reassuring video
Thankyou superb teaching with large and micro cap