Pranav Gundlapalle, Senior Research Analyst, Sanford C Bernstein, says expects private sector banks to outperform the public sector banks from now onwards, both in terms of the EPS growth numbers …
“Even the largest bank is trading at 2.3 times book, around 12-13 times price to earnings, I do not remember the last time that happened. And clearly, the risk reward …
“I think the time has come for them to really take charge or take lead or join the overall bullish camp and that is what is sort of happening. A …
“There are no free lunches. Only if you are there will you participate in this. But a large part of the market is now, particularly the over-owned PSUs are now …
“The fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some …
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like …
Braving all the bear howling, mutual funds spent close to Rs 10,000 crore to buy shares of Kotak Mahindra Bank and HDFC Bank in April. The two biggest wealth creators …
The corporate earnings scorecard for 4QFY24 has been in line so far. The earnings spread has been decent, with 70% of our Coverage Universe either meeting or exceeding profit expectations. …
On a sequential basis, HDFC Bank, ICICI Bank, and Axis Bank reported a faster growth in deposits for the March quarter compared with the credit growth while IndusInd Bank and …
While bulls aren’t yet ready to give up on the potential of PSU bank stocks given the sharp earnings turnaround, the case for the underdogs is getting louder as the …