Why these two Bank stocks are Multibaggers | Fundamental Analysis

[@AkshatZayn]

👉 Check my Profit and Loss from stock markets: kzbin.info/www/bejne/b6SWZGmOr76qmLc ____________________________ 👉 My stock market course (comes with 1 year community access): wisdomhatch.com/stock-market/ ____________________________ 👉 I talk about in depth macroeconomics correlated to stock market movement on KZbin member community here: kzbin.info/door/qW8jxh4tH1Z1sWPbkGWL4g ____________________________ 👉 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: vestedfinance.co.in/AkshatS

[@bikespots1423]

Please update the regenerated link of your verified p&l

[@NeuroDoc-g1q]

Akshat won hearts

[@kshittizbhardwaj417]

Do your courses have lifetime access?

[@newbornrai4334]

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

[@bharanidharsanthi6007]

Hi Akshat, Why don't you switch from IDFC first Bank to IDFC. As there is Arbitrage advantage of 20%.

[@Sandesh-27]

Banks discussed are 1) Kotak mahindra Bank 2)Idfc First bank

[@mahira283]

Thanks for time saving 😊

[@RAKA-11]

Thanks brother ❤

[@kshittizbhardwaj417]

I want to know if akshat's coursed on wisdom hatch have lifetime validity or they have some expiration date?

[@2005kpboy]

Har bacche ko pta hai bhai ye 2 banks. Ye Akshat k recommendation FD k return beat na karein

[@Sai-rp2pw]

Thank

[@nirajan4471]

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.

[@rajeshmondal-cm5ob]

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 KZbin than share market

[@nirajan4471]

@@rajeshmondal-cm5ob 😄 sometimes I also feel the same

[@karansinghjatt3663]

​@@rajeshmondal-cm5obbro his investments in share market is like 50 crores

[@alimichelle6662]

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

[@yaganabulama775]

Sounds good😊How do you do that? I'm interested, how do I go about getting started?

[@GlenroyRichards]

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

[@EditxSB]

What is bro waffling about

[@lilytea3]

0:05: 📈 Don't sell banking stocks as a rally and breakout are expected, idfc First Bank has seen significant profit, and the future of Kotak Mahindra Bank is uncertain. 3:22: 📈 Bank Nifty has given a return of 13.74% compared to the overall market's 16.5%, indicating a difference of 3%. 6:27: 📈 There is a potential gain of 31% in Kotak Mahindra Bank if it reaches its all-time high. 9:30: 📈 Kotak Mahindra Bank's stock price underperformed despite underperformance in business, but it is expected to recover soon. 12:14: ⚠ The speaker warns about potential changes in Kotak Mahindra Bank and advises to consider the history of ICICI Bank. 15:12: 📈 The Indian market is seeing a rise in credit-based businesses, benefiting banks like IDFC First. 18:28: 🏦 IDFC First Bank's profitability and growth prospects are commendable, with expansion of branches, credit card business, and corporate banking. Recap by Tammy AI

[@ENTERTAININGGAMECHANNEL]

SUCH FINANCIAL KNOWLEDGE SHOULD BE IN INDIAN EDUCATION SYSTEM ❤️

[@ramiahsubramanian4104]

It is there, if u study CA.

[@Birendra.Swanni]

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.

[@ranjithv1823]

Kotak bank growth is slowed down. May be good for trading perspective.

[@DENNY4DAVID]

Growth can also come from sales growth, also for bank pb is the matrix.

[@nagarajualuvala8203]

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.

[@suriadathanar2189]

Good presentation Akshat. I am holding 26000 shares of idfc first at 30.29.

[@Sriram.Saravanan]

🔥🔥🔥👏🏼

[@mrunalbargude]

​@AkShat.Click-Image-Helpline ye acc scammer ka hai

[@nanayammadhan8952]

Arbitrage in idfc Ltd

[@ramanaraokodati2620]

Thanks

[@sevakmurali]

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.

[@youthoobyo7954]

Is the membership worth it?

[@tushargaur8528]

Bata dei bhai

[@ashwinnair4816]

​@@youthoobyo7954yea, I think it is.

[@lostsoul4317]

Is the membership worth buying?

[@muthukumarkanagaraj2689]

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

[@godwinlewis4446]

I bought IDFC first at 18.9 during Covid fall 2020 April . When VV was selling his 4CR shares

[@kcmv14]

VV?

[@manuchaudhary100]

CEO of IDFC bank

[@ItsDave-g5j]

There’s a big short positions held against this bank.

[@bajrangbali8159]

Vai tab ESOP share sell kiya tha.. Jo V. V sir ne loan le kar liya tha isi liye chod diya

[@AbhishekBalani93]

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.

[@Helpline-009]

Wɦǟֆǟքք ʍɛ

[@RR-kl5ht]

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?

[@chayanurani8461]

Thanks for the detailed video... Already invested in IDFC bank @ 35...still holding with good profits ..

[@Deepaksingh07]

Respect button for Akshat 👍

[@Atul_Peace]

Volatility can be checked by India Vix.. Akshat a huge fan of your work..Thank you for sharing your knowledge..

[@pritsuthar2593]

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. ✌

[@DrAkashraj]

Everything is factored in already. There's uncertainty in the merger subject to a lot of approvals hence the discount.

[@life-is-a-journey-yolo]

The discount is 20% as of today

[@grovervishal591]

A bank which gives 7% returns in 7 years. Half baked information is very dangerous

[@ashwinnair4816]

Hi Akshat, thank you for the video, what are your thoughts on TATA technologies IPO? Buy or not?

[@tarunksinha7467]

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.

[@parthadey8803]

i have idfc first till it was at 28-29... but now a days I prefer ujjivan over idfc.. and jana bank after ujjivan

[@Calculatorshubhamsir]

Same here.... I sell all the stocks of idfc and I have remaining only 50 stocks of idfc and I put my money in ujjivan bank at the value of 27rs and this is performing well..😅

[@JayAccountant-ff1ju]

Well said. Kotak is an excellent stock. In the long run the price will catch up.

[@Trilok22]

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 🤷‍♂✌👍

[@srivastavashivam949]

You mean to say his video has caused the stock prices to go up? If true, it is amazing

[@Trilok22]

@@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.

[@aprav]

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).

[@lostsoul4317]

Is the membership worth buying?

[@aprav]

@@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. 😊

[@vickyvirk4424]

​@@lostsoul4317don't do it....his biases would make you lose money.

[@roshalbarot5134]

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?

[@hrishikeshkumar9561]

The way you deliver content is so simple and relatable, I appreciate it a lot. Again a great video. Thanks!

[@harishchandragupta6259]

Very beautiful. I heard you for the first time. I feel I could get lots of information on Two banks. Thanks

[@jebabose3522]

Today i opened vested account by following your code.Thank you

[@susandsouza1874]

What is the appropriate stock price that IDFC will move in next 1 year according to you.

[@darsh462]

IDFC FIRST BANK borrowings are of 2,00,000 cr. It's Debt to equity is 7 which is really bad ig.

[@CJVD1805]

Now GQG is ok ?? if invested in IDFC...Hmmm!! 😎

[@vbl81]

To my understanding SBI also good stock but... may I know why are not considering it

[@VestigeLife_915]

IDFC kotak HDFC bank wonderful market bank sectors tq akshat sir for the valuable information 😊❤

[@theindianinvestor3240]

Hdfc Bank, Kotak Mahindra Bank are really long pending for a good rally!

[@prabirbhattacharyya1938]

Really

[@asofotida443]

Totally agree

[@darsh462]

Agree 💯

[@madhusaivemulamada3556]

Debt to equity is high for kotak Mahindra bank 9:45

[@SecretStrategist]

You said that "under performance in entire banking sector", while canara bank, BOB, IDFC and quite many other stocks have given a very good return in last 1 yr. I think underperformance is mostly is big banks hdfc icici kotak, sbi etc

[@TimsinaKPG]

Hi Akshat, new subscribed member here, 43 yrs of age. Trying to get invested in Indian stocks for long/short term to gain some returns.

[@Helpline-009]

Wɦǟֆǟքք ʍɛ

[@dharmakarma_dk]

❤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

[@rohitvadera4554]

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.

[@Helpline-009]

Wɦǟֆǟքք ʍɛ

[@rupeshmandal3159]

He never disappoints his audiences. Welcome you all to Akshat classes.🙏

[@atulsaboonsk]

Bank stocks which ratio is more relevant: PE or PB? PB and ROE are important ratios.

[@nandra8053]

Akshat made money in the last 10 years and speaks against the government. He can change sides whenever sees personal interest inventing in the stocks. As GQG is investing in Adani stocks, therefore its GQG's personal thing but Adani is bad and now GQG has invested in IDFC and Akshat needs to pump up this stock to build his position. Wah Akshat Wah!

[@RajeshSingh-ky2oq]

He might be getting money from opposition, china etc. to speak against current govt. These people are very clever and cunning; retail investors should not believe such people.

[@adityapattnaik1405]

But which is a better buy IDFC Ltd. Or IDFC First Bank, keeping in mind the merger that might happen subject to all approvals?

[@Amankumar-zv8hy]

Thanks Akshat for making Video in Kotak Mahindra Bank

[@tibythomas7530]

Your advise reflects reality. I have majority of my shares in Union Bank, PNB, Canara Bank and Bank of Baroda. Is it wise to hold these or sell them now at profits... Kindly advise

[@guitar-nation-gautam]

Akshat making this video after Sandeep Maheshwari’s recommendation

[@rajendralaluoat33]

While reviewing banking stocks pls also share about gross NPAs Net NPAs growth in loans NIM RoE COST OF FUNDS to have overall perspective

[@AbhishekGupta-kn3cz]

Have bought EMIL @78 and xelpmoc @52 .... Is now at @135 and @87.... Expecting emil to be 250 by the end of year... And xelpmoc is long term, is DA/AI IT company... Thank me later...

[@ninadwrites]

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.

[@abijithp92]

Did you sell it?

[@vaibhavdeshmukh238]

Only the V Vaidyanathan driving the rally 🏎️💨 #RetailBankingHero

[@smit__k_4564]

I recently bought PNB and HDFC Bank. Thinking to buy IDFC first. What do you guys think?

[@techlearner233]

St what rate u bought hdfc?

[@smit__k_4564]

@@techlearner233 1580

[@Maulana-Al-Bakrichod]

You already have 80 Lakhs to invest just for these 2 stocks. For me, that much amount is my dream for this life 🤣

[@JaiHind-oz9kt]

That's why he is influencer and we are listening him

[@shivkasana1585]

He is selling courses to people like you and earning massive money 😅

[@Maulana-Al-Bakrichod]

Yeah.. Selling Courses seems to be the main source of revenue for many influencers

[@shivkasana1585]

@@Maulana-Al-Bakrichod yes you got the point...infact if you see his previous stock market and crypto recommendations mostly they have not made any profits... Even in this small midcap bullmarkt his stocks have been complete underperformers

[@nitinkhaniya5823]

Sir my view point on kotak Mahindra: PE is very high Compared to other banks like hdfc icici axis

[@akhaleefa]

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.

[@darsh462]

IDFC FIRST BANK Borrowings are of 2,00,000 and the debt to equity of IDFC FIRST BANK is 7 which is really bad ig

[@addikumar7474]

What is actual entry point for IDFC First Bank ?

[@bestofsatish]

IDFC first bank has V Vaidyanathan who built ICiCI bank and converted into giant till Chanda Kochhar came to ruin it. For IDFC first bank this is not the case. only plus. Only thing that is pending is cost to income ratio which will come down over next three years. Also FII holding in this counter is very low. If FII comes to raise stake just like ICICI and HDFC bank then valuation will hit easily 50PE very soon. FII are relentless in mopping up the stock. Just hold on, it will reward you by giving 50% year after year for next 5 years because there is so much demand for this counter from FII, HNI and SWF

[@kkgupta6114]

Thanks , was waiting for Kotak M Bank to be discussed

[@vijayvenkataraman9391]

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.

[@anwespradhan1953]

Super analysis on Kotak Bank Let us know when you are investing

[@PrakashRaj_Traveller]

KOTAK BANK and ICICI BANK

[@rb300tzp]

My bet is kotak, hdfcbank, bandhan Bank

[@yadhu_anand]

16:26 From where did you get the segment wise break-up 👀

[@darsh462]

Screener paid plan

[@aishikgupta]

For Banks should we look for PE Ratio or PB Ratio 🤔??

[@vishalladha6282]

Hi Akshat Imo Earnings are not a good metric for banks. You should be looking at Book Value

[@umangmalhotra1222]

What is this website he is using to get stcok price and charts at 6:29 and at other places?

[@siddharthmehra5233]

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 😊

[@harshitbatra7924]

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

[@kshittizbhardwaj417]

I want to know if akshat's coursed on wisdom hatch have lifetime validity or they have some expiration date?

[@drsood6767]

Wo to bhai es video se hi 1 lakh kmq re hai tum bus correctiob kro

[@m123more]

Thanks Akshat for such wonderful education to retail ionvestors....Kindly do it for retailser alwawys...

[@lostsoul4317]

Is the membership worth buying?

[@richaagarwal912]

I purchased hdfc bank call 1640 of sep end,....what to do now..it is falling since then

[@NamanMittal308]

Bhai kyo ye sab kr rahe ho. Literally kuch nhi hona in sab se.

[@smitavaidya3742]

Akshat beta you're great analysts of the stocks god bless you

[@cyrilfernandes1619]

Hi Akshat I want to join your Membership community. Please let me know the procedure.

[@armaan8253]

Hdfc Mangaer : aise thode hota hai Akshat : hheh hota hai😂

[@thilakp.t6375]

Hey I bought Lakshmi NFT no update after that....wts the answer for this no update from past 1 year

[@Helpline-009]

Wɦǟֆǟքք ʍɛ

[@thilakp.t6375]

@@Helpline-009 dnt ve ur no....!!!

[@rrp3509]

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.

[@narendrakumarsinha2384]

Sir please make a video on where to invest lumpsum (small cap , mid cap , multi cap , sectorial MF). This is the right time for lumpsum?

[@mohanram1401]

Hi Akshath, you could have bought IDFC instead of IDFC First Bank, which has an arbitrage advantage of 20% as of now! And when both IDFC and IDFC First Bank merges, we'll have aditional 20% gain.

[@sivaramakrishnansubramania8426]

Not sure if that is always true. If both of them price changes the arbitrage will no more remain on the day of

[@Nantha_Mahi]

​@@sivaramakrishnansubramania8426but still we'll be end up with more quantity

[@anbuilangovan]

​@@sivaramakrishnansubramania8426cab u explain that...

[@ikkafan3243]

What about bank of Maharashtra sir...?? It seems like a good stock...

[@arunlsri]

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?

[@arunlsri]

Hey akshat .. jus a reminder

[@nageswararaogolakoti9835]

Very clean study doing Great work 👍

[@niftyfuturesintradayplay2380]

Be careful guys … people will recommend stocks .., retail will buy them and then previous people will exit the stock and you will get stuck. Pump and dump practice. Please check if person is SEBI registered.

[@hiteshs4204]

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

[@ArunBhat-d4t]

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

[@JaiHind-oz9kt]

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

[@169antonyjose]

Pls do a video on current situvation of VAULD and their future prospects..

[@suvodip100]

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?

[@anshulsinghla998]

What are the benefits of membership you bought?

[@duraikutty]

Nothing

[@Rasa_Krishna27]

Hi, can we expect growth in YES bank.....is it good idea to buy this stock...

[@Cr-ez1ce]

Bought Idfc at 54 rs, it peaked to 100 and now down to 75. It’s been going down to past 10 months. Should I still hold?

[@ali_edittz7]

Great video sir keep going all the best🎉❤

[@iHawkXJ]

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

[@lostsoul4317]

Is the membership worth buying?

[@iHawkXJ]

@@lostsoul4317 I'm testing it out too! It's only been a week since I bought it.

[@rohit_vit]

​@@lostsoul4317lol

[@harshmishra4793]

I am at 120% up in IDFC First Bank.

[@raghavendranargolikar1095]

SBI PE ratio is 9 as of sep 2023...it has fallen from PE ratio of 12...so will it not double or trippe?

[@vijey18]

Isn't it better to buy idfc bank share instead of idfc first considering there is a significant arbitrage when IDFC 100 shares will be swapped for 155 IDFC first bank in the near future?

[@ranjithv1823]

S. 20% discount as of today price

[@sauravchopra6330]

There is a risk if merger does not get approved by mgmt

[@atulsaboonsk]

Is Tax Collection at Source (TCS) applicable on money transfered outside India for buying stocks in USA.

[@EashwarEA]

Should i buy idfc or idfc first bank shares now?

[@daspragmatic2995]

Great information akshat

[@arshnarula3772]

Akshat I like what you say and I follow you but I and my brother invested in Vauld , What should I do ?😭😭😭😭

[@arunverma1202]

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

[@darkhorse4466]

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.

[@mranonymous3713]

Trading view it seems

[@vinodkumar-jb3fl]

He uses screener and tradingview

[@TechieIndia]

Hey, Akshat Is your course comes with lifetime access?

[@gamezone794]

Sir,what do you think about holding south indian bank for 3 years

[@RajkuwarSawhney]

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

[@manandesai1765]

Hi Akshat, can you also do an analysis on Axis bank, trading at a very low PE. Is it worth getting into?