I had bought the stock at 1400 and sold it at 1700 . i don’t think hdfc as a great investment ,not only because it’s to big but because i have had a account and do love to use credit cards for rewards and it not common to see post about hdfc treating its customer badly even with good bank relations.
i think lower intrest rates will help the bank but still i fell the amount of deposit needed for this size is way to much and will take time to get sorted all the while peers are also available at same valuations .
Posts in category Value Pickr
HDFC Bank- we understand your world (16-08-2024)
HDFC Bank- we understand your world (16-08-2024)
I had bought the stock at 1400 and sold it at 1700 . i don’t think hdfc as a great investment ,not only because it’s to big but because i have had a account and do love to use credit cards for rewards and it not common to see post about hdfc treating its customer badly even with good bank relations.
i think lower intrest rates will help the bank but still i fell the amount of deposit needed for this size is way to much and will take time to get sorted all the while peers are also available at same valuations .
Varun beverages fast growth duopoly business (16-08-2024)
The stock is not cheap. At 1700, it was at 90 PE the correction has got it down to 76 PE. Bevco and African business is around 10% of the revenue. Even explosive growth there won’t matter much. It’s India business that is important and it’s slowing down. Volume growth has come down to 20-22% from 35+. It will go down further below 15-20 as business matures this and next year. The margin expansion was a lot due to pet coke prices. Given the growth slowdown, it’s natural to have valuations compressed.
Disc – Invested since 500 levels. It’s 3X for me and was 15% of folio till last week. I have reduced and it’s now 7% of folio. Planning to hold this position and positive on business.
Varun beverages fast growth duopoly business (16-08-2024)
The stock is not cheap. At 1700, it was at 90 PE the correction has got it down to 76 PE. Bevco and African business is around 10% of the revenue. Even explosive growth there won’t matter much. It’s India business that is important and it’s slowing down. Volume growth has come down to 20-22% from 35+. It will go down further below 15-20 as business matures this and next year. The margin expansion was a lot due to pet coke prices. Given the growth slowdown, it’s natural to have valuations compressed.
Disc – Invested since 500 levels. It’s 3X for me and was 15% of folio till last week. I have reduced and it’s now 7% of folio. Planning to hold this position and positive on business.
Stock SIP boring yet powerful (16-08-2024)
Name of co: APL APollo / HDFC Bank
5 Yrs revenue Growth: 20 vs 22
10 Yrs revenue Growth: 22 vs 21
Stock SIP boring yet powerful (16-08-2024)
Name of co: APL APollo / HDFC Bank
5 Yrs revenue Growth: 20 vs 22
10 Yrs revenue Growth: 22 vs 21
Kotyark Industries – Only Listed pure Biodiesel Player (16-08-2024)
Company website is down from weeks. No filings in long time.
Kotyark Industries – Only Listed pure Biodiesel Player (16-08-2024)
Company website is down from weeks. No filings in long time.