Equitas has provisioned aggressively to comply with requirements for Universal Banking Licence. They have reduced credit disbursal and increased TD mobilisation to reduce their CD ratio. This puts pressure on NIM as cost of deposit is high and returns from these excess deposit is low. Their credit costs also seems to be along the long term guidance.
@shoaib2910
2 ай бұрын
Superb video aap Financial sector ko kitne acche se analyse karte ko. I am surprised 😲 😅 superb pakad hai aapki. Plz include Aptus it is also one of Good company.Plz do some analysis on Cap Goods sector like Elecon Engg, Apar Industries and Siemens
@fitnessenthu85
2 ай бұрын
Thank you for covering SBFC..hopefully it will move up soon
@priyanshah3492
2 ай бұрын
Excellent Video..One Question - Should we consider high PE in analysing stock like MCX?
@pankajkori5818
2 ай бұрын
❤
@haribhauarmal6589
2 ай бұрын
Excellent video sar, please try to make video on ujjivan small finance Bank q1 results.
@diviipanjwani3420
2 ай бұрын
Thanks bro for u r videos ❤️🙏🏻
@Adityaparashar4
2 ай бұрын
Please use timestamps for Shares names you are talking about.
@Prashant_equity
2 ай бұрын
63 moon started charging more from MCX after declaring shifting to the TCS.
@ashoktuli2187
2 ай бұрын
great video bhai. aaj workshop apply karke city union bank padha. cleared in 10 effin minutes. bhai pehle ek ghanta lagta tha. 4 numbers dekhe aur khatam. many thanks for the workshop buddy. Also pl analyse tips industries as i find it to be a great business model having great moats. your 2 cents will be welcome,
@UATHD
2 ай бұрын
Thank you!
@nishantgiri
2 ай бұрын
You scolded too much to the innocent BANDHAN Bank and here are the results, NATRRAJ fir champion ek bar ;-)
@SUBHFINANCE
2 ай бұрын
It's Too much cyclical because it's mostly spread across Assam and WB
@syedsadatali9156
2 ай бұрын
Sir sbfc disbural of loan quater to quater is -26% and year is negative what it indicates
@pradhuman6998
2 ай бұрын
Yeah I too saw in the PPT. Let’s see concall transcript. Koi toh analyst ne pooche hi hoga mgmt se.
@sanjeevkumar-il9yl
2 ай бұрын
Workshop date should be 6 and 7 aug
@mohitsinghal1206
2 ай бұрын
sir idbi bank ka bna dijiye please
@Tony_Stark_100
2 ай бұрын
Sir ek video angle one pe banaye
@potbot887
2 ай бұрын
Holding Bandhan Bank in loss for last 6 months, 1 din me cover kr diya XDD
@sandeepsehrawat9272
2 ай бұрын
But why the share price of SBFC not increases
@pradhuman6998
2 ай бұрын
SBFC ka problem hain low ROE. Even with such good loan growth and asset quality and high RoA they are not able to leverage their book and RoE is low ~ 12% . If they want to grow loan book at high pace they either need to increase RoE or dilute equity.
@sandeepsehrawat9272
2 ай бұрын
@@pradhuman6998 its mean should i sell my holdings?
@pradhuman6998
2 ай бұрын
@@sandeepsehrawat9272 No track it for 1-2 quarters if the RoE trajectory is going up then market will surely reward stock. I don’t see much downside from here. I personally have SBFC as big allocation so views are biased.
@BhagwatiSoni-j7s
2 ай бұрын
@@pradhuman6998but how dilute is the only option when they can take more debt and if they wants to increase roe than surely debt is better one!!
@BhagwatiSoni-j7s
2 ай бұрын
@pradhuman6998 ? How the dilute is the option when they can take more debt to increase roe and even loan book!
@vadvalaenergy8467
2 ай бұрын
Idfc? 😔
@zer00TD
2 ай бұрын
hello sir im Rudra, I can help you with thumbnails and editing currently working for Dr. Rakesh Bansal (zee business) ~ 380k subscribers
@BhagwatiSoni-j7s
2 ай бұрын
Kitna lete ho bhai ek thumbnail ka? Aur aapko contact kaha kre?
@shahidparwej9462
2 ай бұрын
How i can DM You, I am trying to contact you but not reaching
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