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

7 күн бұрын

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.

Thank you

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...

One word superb

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

@rohitasharora007

8 күн бұрын

Or bad npa cycle kse pata lagegi?

@sachinpopli88

8 күн бұрын

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

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

7 күн бұрын

@adityasahu7746 u hit sixer

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

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

Pliz analyse on Ixigo stock with reference to recent result

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

Update on kalyan jewellers

sir poonawalla shares bought my average is 440 best or not

Hi bro why nuvama is falling daily despite having lower valuations

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

@RAJARSHISHOME

6 күн бұрын

Link: forms.gle/RKcpDYrDdRNeve5MA

Hai sir iam subash

Kotak ka kya karu sir.....😅

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

@RAJARSHISHOME

9 күн бұрын

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

@karankokane8630

8 күн бұрын

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..

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

@anuragshukla9214

9 күн бұрын

A large shareholder sold his stake. It is temporary.

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

@vikramforester

8 күн бұрын

Why!

@anuragshukla9214

8 күн бұрын

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

@pnthrillz

8 күн бұрын

I am invested in Ujjivan sfb. 3 years doubler.

@anuragshukla9214

8 күн бұрын

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

@pnthrillz

8 күн бұрын

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

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

@RAJARSHISHOME

9 күн бұрын

DM me on Twitter or Linkedin with your email ID