The last couple of weeks has been all about … Pfc.
Finally I would say it is out of cheap valuation category.
From 26th Oct to 13th nov (roughly 2.5 weeks). Pfc is now 320 from 230!!
It’s now 1.1x book value, pe of 5.5, it’s tarting to lend in infra projects which I am not sure about. We have riden the wave on pfc from 110 (before bonus, bonus adjusted it would be 88) to 320 now with some profit booking 
(/diversification, in this case it worked as deworsification 
)!!
But now I feel, the time is ripe for not being overweight on pfc. No one knows where the momentum will take pfc, but atleast it is not extremely undervalued now.
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