In my opinion some of the big private bank will do great like HDFC , Axis and Kotak Mahindra in Banking Sector .
In Public Sector I believe SBI Card and LIC housing Finance might do well .
and in holding company Jindal Poly Investment & Finance Company Ltd and Shriram Finance is a good bet.
Guys what do you think about these companies and tell me about yours ?
Posts in category Value Pickr
Which sector would be a great bet to place on in 2024? (03-03-2024)
Star Health & Allied Insurance Company – Leader In Retail Health (03-03-2024)
Investors are very anxious on why Star Health share price is on loop .I beleive Star Health is decently valued . Indian market does not have any standalone health insurer listed but few M&A deal will give idea about Star health’s valuation. At close of FY23 Start Health had gross premium of little less than 13000 Cr and current Market Cap at 33,000 Cr.
- Apollo Munich got a valuation of 1.2 times of FY19 premium while merging with HDFC. Apollo Munich valued at 2650 Cr . Market share was 8% in standalone health insurance.
- Max Bupa merged with True North at Feb-2019 .Valuation fixed at 1000Cr. On FY19 total premium collected at 660 Cr. So multiple is 1.5 times
Amit Jain’s Portfolio (03-03-2024)
Added Kaveri Seeds to the Portfolio 5% of Portfolio value
Buy Unlisted Shares (03-03-2024)
Hello Voldemort – Mind sharing your reasons? Have you had a chance to look at Vikram Solar?
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (03-03-2024)
Hitesh sir with company’s PE now trading around 16 with PB around 4.5 after recent results, do you see valuation comfort in this company and average up scope in growth story? I first time attended concall and promoters seem cautiously optimistic (not very optimistic) (in after thought, it may be good to under commit and over-deliver).
VP Bhubaneswar/Odisha Meetups (03-03-2024)
Hi Prabhat,
We couldn’t get much response for a meetup this Sunday. So may be some other time. Most seem interested for ‘yet another’ whatsapp group. We can create it close to the time when we have a quorom for the meeting.
Regards
Raja
Sandur Manganese (03-03-2024)
Hi Rohit,
I track the stock- not too sure on why it tanked, probably the price had run up quite a lot in a short period.
They should do a PAT of 800-1200cr for the full year in FY 25 ( depending on the iron ore prices) so the current price does look very attractive.
Walchandnagar Industries | Return of a Golden Era (03-03-2024)
Key components have been manufactured by Walchandnagar Industries Limited.
Sandur Manganese (03-03-2024)
Anyone tracking the stock and can explain why the share price tanked? Looks technically good for an entry right now
