Hi Malkd…why hdfc bank and not kotak bank? Is it lower P/B ratio of hdfc bank in comparison to kotak bank or anything else. I think kotak is also undervalued just like hdfc bank. Imo kotak will be demerged in future leading to value unlocking.
Disclaimer: holding both but weightage of kotak is more and hence biased. Will love to hear your views and fond of your writing style.
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