Could you please elaborate on this bit? Thanks.
Posts tagged Value Pickr
Great articles to read on the web (22-01-2024)
Could you please elaborate on this bit? Thanks.
HDFC Bank- we understand your world (22-01-2024)
Quoting from The Signal (today’s edition)
The bull run in equities is taking low-cost money away from bank savings and current accounts to other instruments such as mutual funds and shares-linked insurance plans. As a result, they have to pay higher interest rates to attract deposits. On the lending side, nimble-footed shadow banks such as Bajaj Finance, Shriram Finance, and LIC Housing Finance are luring away lucrative retail borrowers from banks. The RBI, worried about the explosive growth in unsecured loans such as credit cards, is already clamping down.
A random investor’s rant about HDFC Bank branch expansion:
What is the benefit of opening a branch between 1-2 km rather than 5-6 km when most of the people prefer to bank online.
No one has time to visit a branch and instead of improving their tech positioning, they’re opening more branches.
HDFC Bank- we understand your world (22-01-2024)
Quoting from The Signal (today’s edition)
The bull run in equities is taking low-cost money away from bank savings and current accounts to other instruments such as mutual funds and shares-linked insurance plans. As a result, they have to pay higher interest rates to attract deposits. On the lending side, nimble-footed shadow banks such as Bajaj Finance, Shriram Finance, and LIC Housing Finance are luring away lucrative retail borrowers from banks. The RBI, worried about the explosive growth in unsecured loans such as credit cards, is already clamping down.
A random investor’s rant about HDFC Bank branch expansion:
What is the benefit of opening a branch between 1-2 km rather than 5-6 km when most of the people prefer to bank online.
No one has time to visit a branch and instead of improving their tech positioning, they’re opening more branches.
Varun beverages fast growth duopoly business (22-01-2024)
No No, I mean for the whole year. The YTM profit is 1958cr. The cumulative profit for last year was 1550cr. So with December Quarter Results the ball park figure might be 2150cr for this year. Which is a more than 30% growth, but the stock price has moved up a lot. This is not sustainable.
Varun beverages fast growth duopoly business (22-01-2024)
No No, I mean for the whole year. The YTM profit is 1958cr. The cumulative profit for last year was 1550cr. So with December Quarter Results the ball park figure might be 2150cr for this year. Which is a more than 30% growth, but the stock price has moved up a lot. This is not sustainable.
Varun beverages fast growth duopoly business (22-01-2024)
I have the same opinion. Actually this time correction is long overdue and would be also beneficial to the long term investor. VBL is not a company which you buy in lumpsum, but is an SIP worthy stock.
In the long run, they should consistently grow earnings at a good rate, and P/E should stay below 65
Varun beverages fast growth duopoly business (22-01-2024)
I have the same opinion. Actually this time correction is long overdue and would be also beneficial to the long term investor. VBL is not a company which you buy in lumpsum, but is an SIP worthy stock.
In the long run, they should consistently grow earnings at a good rate, and P/E should stay below 65
Varun beverages fast growth duopoly business (22-01-2024)
Are you talking about the results for quarter ended Dec 2023?
Varun beverages fast growth duopoly business (22-01-2024)
Are you talking about the results for quarter ended Dec 2023?