Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Morgan Stanley on IDFC First BK
Underweight, TP Rs 34
Q2 update
Growth in overall funded assets & retail funded assets was strong, in line with expectations.
QoQ growth in CASA deposits was stronger.
Asset quality remains strong

Stock:
Source: Link
Date:

No Comments Yet

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 509 other subscribers

RSS Stocks Talk Forum

  • The "Golden Crossover" strategy signals a Bullish trend is underway & yields multibagger returns
    Expert says the "Golden Crossover" strategy, where the 50 DMA crosses above the 200 DMA, signals that a Bullish trend is underway. It yields multibagger returns. Top investors & traders use this. There are scanners which reveal when crossover is happening ET's screener shows stocks which have undergone the "golden crossover" in the recent past. […]
  • Hiren Ved has no Banking stocks in his portfolio.
    Hiren Ved has no Bank stocks in his portfolio because Banks are unable to get cheap deposits & lend profitably. People are investing in SIPs instead of FDs & Capital Market stocks are better than Bank stocks. HDFC AMC is a better investment than HDFC Bank [youtube https://www.youtube.com/watch?v=O4SA4czZqY0]
  • Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction.
    Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on [youtube https://www.youtube.com/watch?v=3w1FPlYFSjY]
Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!