Are PSU stocks overvalued? Should you hold or exit PSU stocks? PSU stocks still at a bargain

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PSU stocks have had a dream run over the last couple of years. However, the fall in markets and PSUs between 5th and 20th March has rattled investors and many want to know if PSUs have turned overvalued and if they can correct steeply from here.

In this video, we first explore the reasons for the rapid rise of PSUs. Then we look at the valuations of the Nifty PSE and Nifty PSU Bank indices against their historic medians. You can watch the video to find out the outcome.

But we don’t stop there. We go one step further and also check the valuations of 56 non-finance and 22 finance PSUs against their historical averages. We then assess the revenue and profit growth of these stocks. This helps us identify the PSUs that are expensive and that are relatively cheaper. You can use the stock lists in this video for further research.

Lastly, we answer what you should do with PSUs now. You can watch the video to find out what the conclusion is.

Chapters

00:00 Introduction
01:59 What caused the PSU rally?
04:34 Does the PSU rally have legs?
10:12 Conclusion

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Thank you so much for an enlightening analysis. I am just about to buy ETFs of PSUs but now I understood the implications. Thanks

kmrao
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I really like your content, thank you

sahulaxmi
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You didn't cater for the order book of these PSUs owing to large scale long term contracts by govt. It is because of these heavy and historical order book size that these PSUs will show staggering revenue growth in the near term and then these valuations would be justified

rajji
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Can anyone tell me about the feature of Et money called "get 100% guaranteed income 10.14%, ". No risk and unaffected by stock market and interest rate .Please tell me

sukanyanath
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can anyone tell me a good website where i can find accurate and organized market data for indian markets for research purposes

RythmCAT
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Hi i am an ultra aggressive investor with time horizon of 18-20 years

My mf are:
Micro cap 250 index fund( motilal )(weight assignment-2)

Hdfc mid cap ( weight 3)
Axis small cap ( weight 3)
Icici tech fund ( weight 1)
Aditya birla psu (weight 1)

Can anyone tell if its good or any change i can make
I kinda feel like i shouldnt have picked sector fund rather should have gone for a flexi cap instead of sectoral funds any idea?

ArnavKathuriapersonal
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Useful. Pls put it on hold for sometime - already amazing XIRR on PUS MF.

SarcasticAssertive
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Thanks for great analysis sharing valuable information 🎉

MultiPraveenk
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PSU sun ke aisa lagta hai kisi factory mein Paisa daal raha hoon.

abhishekchatterG
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Hi Pratik, I'm planning to invest 10 lakhs in 6 flexi cap mutual funds. I'm ultra aggressive investor, time horizon 5 to 10 years. Building corpus for son education and retirement plan. Is it good to invest the entire amount in a flexi cap mutual fund?

Please review and suggest any changes requir in portfolio.

Thank you

Quant flexi cap 1.5 lakh
Parag Parikh flex cap 1.5 lakh
JM flexi cap 1.5 lakh
HDFC flexi cap 1.5 lakh
Franklin flexi cap 1.5 lakh
Canara robeco flexi cap 1.5 lakh

sunilbabu.r