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    Axis Bank, HDF Bank & Kotak Mahindra Bank q2 – 2017 report card

Axis Bank, HDF Bank & Kotak Mahindra Bank q2 – 2017 report card

We are talking about 3 private sector banks which in total have market cap of Rs 588,985 crore (87.90 billion US$). They pretty much represent close to 15% of Indian banking sector. All the three banks came out with their results yesterday where, Axis Bank disappointed with its performance so far in this financial […]

By |October 26th, 2016|Q2 - 2017|0 Comments|

What to look in the banks while assessing its outlook?

There might be few meaningful portfolios without having bank stocks within them. Almost from the past two and half years banks are in news for their asset qualities. So what are the variables you should look at while assessing any bank stocks?

There are broadly six variables to focus on when assessing the outlook for […]

HDFC Bank: Q1 – 2017

HDFC Bank had just released its first quarter earnings, which looks like this:

HDFC Bank
Q1 – 2017
Q4 – 2016
Q1 – 2016
%Change Q-Q
% change Y-Y

Total Income
19,322.63
18,862.61
16,502.97
2.44%
17.09%

Net Interest Income
7,781.44
7,453.34
6,388.77
4.40%
21.80%

Net Profits
3,238.91
3,374.22
2,695.72
-4.01%
20.15%

Deposits
573,754.53
546,424.19
484,174.38
5%
18.50%

Loan Book (Credit )
470,622.47
464,593.96
382,010.41
1.30%
23.20%

Gross NPA
4,920.89
4,392.83
3,652.23
12.02%
34.74%

Net NPA
1,493.39
1,320.37
1,027.70
13.10%
45.31%

 

To summarise the above table, on Q-Q basis this might be the worst quarterly result where the profits had fallen down by 4%. […]

By |July 21st, 2016|Q1 - 2017|0 Comments|

Will NIFTY 50 index of India breach 8000 soon?

We do believe that nobody can predict when NIFTY50 will breach 8000 levels again. We know for sure, in the long run it will not only breach 8000 levels but will also breach 10,000.

If we look at the history, not too far ago, in September 2015 we were trading around same levels and talking […]

HDFC Bank: Full year results 2016

HDFC Bank reported its 4th quarter and full year results last week. The total interest earned jumped up by 25% compare to last year and total income by 24% to Rs 74,373.22 crore.

As of 31st March 2016, banks have collected deposits of Rs 545,873.29 crore up by 21% compare to last year. This healthy […]

HDFC Bank: Is it cheap to buy today?

HDFC Bank is one of the leading private sector bank with biggest network of its branches and ATM machine. They are also one of the leaders in the asset management business and has a track record of growing their profits by 30% every year.

But from last eight quarters they are facing a lot […]

By |November 2nd, 2015|Q2 - 2016|0 Comments|

Wrap up first quarter 2016

 

We have seen world markets falling down in the last month and our own market have seen terrible month. Nifty 50 has fallen down by almost 9% and market participant are still anticipating more hiccups to come in the future.

It is time to focus, don’t let price to be your master. It is a […]

By |September 7th, 2015|Q1 - 2016|0 Comments|

HDFC Bank: The Exception!!

HDFC Bank:

In continuation of our last post, we will be looking at the numbers of HDFC Bank today. This bank has given a consistent growth of 30% almost from last ten years. Recently we have seen that growth had slow down. Which is natural with any business in these free market.

We have not seen […]

Wrap Up 2013-14 – Part Two: Banking Sector

Many predictions are floating around about where the market will be in the next five years. The honest answer from my end is “I don’t know”. My job is not to predict the market or the prices of the individual stocks. You cannot predict the ‘uncertainty’ and markets are uncertain every day and every […]

Reflection….

I have been travelling in India from past 4 weeks and will be travelling back to Australia this week. The one very frequent exercise we do at Value Operations is to reflect and measure our goals and achievements we had regarding this trip.  We are under the process of doing that in our last […]

By |November 21st, 2013|Portfolio Point|0 Comments|