Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance

Q1: HDFC Bank, Equitas SFB, Ujjivan SFB, Utkarsh SFB, Poonawalla Fincorp, Bajaj Finance
Link to Register for the Recordings for the Workshop:
forms.gle/RKcpDYrDdRNeve5MA

[@vinay32099]

Thank you

[@theguardian5060]

One word superb

[@rajshetty7204]

good one..stopped buying hdfc bank long back...I was least bothered abt financial stocks but after watching your videos the puzzle is getting solved slowly..looking for the session tomorrow...

[@adityasahu7746]

And speaking about financials ....if somebody is lowering their guidance, it means they are being conservative and sounding caution. Warna loan book badhana kaun si badi baat hai...road ki kinare khade ho jao , mangne walon ki line lg jaegi

[@DrAkashraj]

Exactly, to lend to the creditworthy borrower and grow without defaults is the real game and that's what made HDFC what it is today.

[@sachinpopli88]

BAD NPA cycle me pta chalega .....kon sa bank tikega.....abhi to sab behti ganga me chal rhe hai.

[@rohitasharora007]

Or bad npa cycle kse pata lagegi?

[@sachinpopli88]

@@rohitasharora007 jab desh ka sabse bda bank loan growth na kar rha ho to samjh lo ane wali hai.

[@adityasahu7746]

Worst thing to say when talking of financials that "ye management management ka halla gulla nhi krna hai" ..... Financials being a leverage entity, always bet on the jockey not the horse.Because at the peak even yes Bank was a fast grower which ended up being a junk when the internals came to limelight

[@somodiptadas2030]

@adityasahu7746 u hit sixer

[@nagendrababu2348]

sir poonawalla shares bought my average is 440 best or not

[@TheHunkshiv]

Good one! Can you please do a similar analysis of hospital stocks? Especially the new ones like Yatharth

[@iamnotaca8520]

Suryoday SFB is the best bank at current levels, others have made EPS base but this bank will report Rs 30 EPS in current year and unlike other banks it has 49% secured loan and rest unsecured is also covered under CGFMU scheme insurance, it can easily achieve 15% ROE even at 1.5 times book value the stock must trade at minimum 250 levels

[@user-gk6oz8xd9o]

i missed the live workshop...can i get the recording? can i go ahead and pay?

[@RAJARSHISHOME]

Link: forms.gle/RKcpDYrDdRNeve5MA

[@a.rpawar2082]

Hi bro why nuvama is falling daily despite having lower valuations

[@rohitvyas5865]

Equitas accha bank he kiyo ki unka asset secure he i am holding equitas and utkarsh both

[@somorendrooinam6526]

Pliz analyse on Ixigo stock with reference to recent result

[@surajramu4792]

Update on kalyan jewellers

[@Noname-oq9mk]

Kotak ka kya karu sir.....😅

[@subashr1630]

Hai sir iam subash

[@satishpatil281182]

Sir how to see your recorded financial workshop. Please guide.

[@RAJARSHISHOME]

Register at this link to access the Recordings: forms.gle/RKcpDYrDdRNeve5MA

[@karankokane8630]

Hi Rajarshi, good one. Can you please make one video on valuations and portfolio allocation. I have always seen you talk about growth but not valuations in tandem with growth..

[@mehulgandhi5803]

POONAWALA GROWING AT 50 + % BUT STILL STOCK NOT PERFORMING FOR LAST 6 MONTS....WHAT IS THE REASON ACCORDING TO YOU.......

[@anuragshukla9214]

A large shareholder sold his stake. It is temporary.

[@anuragshukla9214]

Ujjivan small finance YOY: net income +36%, loan book +24%, deposit +23%, PB 1.5, PE 6.7, stay away from this one!

[@vikramforester]

Why!

[@anuragshukla9214]

@@vikramforester that is what he said, not my words

[@pnthrillz]

I am invested in Ujjivan sfb. 3 years doubler.

[@anuragshukla9214]

@@pnthrillz his analysis is bit superficial, and he skips valuation altogether

[@pnthrillz]

@@anuragshukla9214 yes, need to accumulate ujjivan-sfb at 42-43 levels.

[@shahidparwej9462]

I have not received link to join live on my email id Kindly share

[@RAJARSHISHOME]

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