imo, IDFC First was getting higher valuations due to the perception that it is a fast growing bank compared to federal Bank…with that perception gone now, it may correct to valuations equal to Federal Bank i.e below 1.5 P/B or to P/E of 10-15…that would be a huge loss and cause of frustration for investors like me who are waiting for any meaningful stock price returns since ages now…
Posts tagged Value Pickr
IDFC First Bank Limited (22-01-2024)
imo, IDFC First was getting higher valuations due to the perception that it is a fast growing bank compared to federal Bank…with that perception gone now, it may correct to valuations equal to Federal Bank i.e below 1.5 P/B or to P/E of 10-15…that would be a huge loss and cause of frustration for investors like me who are waiting for any meaningful stock price returns since ages now…
Great articles to read on the web (22-01-2024)
He has not described it in detail. He said this will be covered in his upcoming book. Maybe what he meant was the concept of increasing the purchasing power of people through credit (leverage economy?) will decline. Banks are the biggest beneficiaries of this leverage economy. As per their thesis, they are also bearish on the US in the long term.
Time: 7:50
Great articles to read on the web (22-01-2024)
He has not described it in detail. He said this will be covered in his upcoming book. Maybe what he meant was the concept of increasing the purchasing power of people through credit (leverage economy?) will decline. Banks are the biggest beneficiaries of this leverage economy. As per their thesis, they are also bearish on the US in the long term.
Time: 7:50
Garware Hi-tech films (Earlier Garware polyester) (22-01-2024)
(post deleted by author)
Garware Hi-tech films (Earlier Garware polyester) (22-01-2024)
(post deleted by author)
AGI Greenpac- on the cusp of growth? (22-01-2024)
1.What is the typical realisations per tonne of glass manufacturing?
2.How many Bear Bottles can be carved out on a per tonne glass-Can the Revenue be increased if they manufacture >1Liter bottles or Bigger Bottles?
AGI Greenpac- on the cusp of growth? (22-01-2024)
1.What is the typical realisations per tonne of glass manufacturing?
2.How many Bear Bottles can be carved out on a per tonne glass-Can the Revenue be increased if they manufacture >1Liter bottles or Bigger Bottles?