Why these two Bank stocks are Multibaggers | Fundamental Analysis

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Banks are rallying currently. Is it time to sell some and book profits?

Or is there still scope for gains left?

I talk about the banking sector performance in this video and share what scenarios can playout.
Understand the analysis to know better.

P.S: NOT AN INVESTMENT ADVICE. Please do your own due diligence.
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Attributions:
Stock videos from Pixabay and Pexels
Logos: Wikipedia Commons

Video and TN editor: Ayushman Khare

[AkshatZayn]

👉 Check my Profit and Loss from stock markets:

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[Sandesh-]

Banks discussed are
1) Kotak mahindra Bank
2)Idfc First bank

[lilytea]

0:05: 📈 Don't sell banking stocks as a rally and breakout are expected, idfc First Bank has seen significant profit, and the future of Kotak Mahindra Bank is uncertain.
3:22: 📈 Bank Nifty has given a return of 13.74% compared to the overall market's 16.5%, indicating a difference of 3%.
6:27: 📈 There is a potential gain of 31% in Kotak Mahindra Bank if it reaches its all-time high.
9:30: 📈 Kotak Mahindra Bank's stock price underperformed despite underperformance in business, but it is expected to recover soon.
12:14: ⚠ The speaker warns about potential changes in Kotak Mahindra Bank and advises to consider the history of ICICI Bank.
15:12: 📈 The Indian market is seeing a rise in credit-based businesses, benefiting banks like IDFC First.
18:28: 🏦 IDFC First Bank's profitability and growth prospects are commendable, with expansion of branches, credit card business, and corporate banking.
Recap by Tammy AI

[nirajan]

I have been tracking idfc bank since more than 5 years and significantly invested in it. During 2020 this stock was bottomed out below 30. That was a great opportunity to have heavy position in the stock. But I missed that. Even without that, the overall gain now is really good.

[Birendra.Swanni]

Point to be noted is the sales have gone up at 10 CAGR and profit at 20 CAGR. Now profit margin has peaked. No more margin expansion can happen. So the now profit growth will be as per sales growth or will be down. The higher pe was for growth. Now without growth why should it get higher pe.

[ENTERTAININGGAMECHANNEL]

SUCH FINANCIAL KNOWLEDGE SHOULD BE IN INDIAN EDUCATION SYSTEM ❤️

[alimichelle]

MOST rich people stay rich by spending like the poor and investing without stopping then most poor people stay poor by spending like the rich yet not investing like the rich but impressing them

[nagarajualuvala]

Shri Akshat I am of the opinion that UPI growth is helping banks in mobilisation of low cost saving deposits. This growth of UPI is helping PS Banks more than private sector banks as low income people open SB accounts in public sector banks.

[sevakmurali]

IDFC First Bank = Good prnentration through their innovative marketing approach and attractive types of accounts to MSME. Will continue to hold for long term 5x appreciation from here.

[godwinlewis]

I bought IDFC first at 18.9 during Covid fall 2020 April . When VV was selling his 4CR shares

[AbhishekBalani]

I recently booked a 200 %+ profit in one of the banks. You have convinced me to buy some bank shares and also in your membership. Trying it out.

[Rish]

I'm running out of patience with both HDFC bank and kotak bank... 4 years barely any return. I get your logic of why they should move now onwards but isn't it like opportunity cost lost in the last 4 years... Even if we had invested the same in FDs we'd have got more returns right?

[suriadathanar]

Good presentation Akshat. I am holding 26000 shares of idfc first at 30.29.

[parthadey]

i have idfc first till it was at 28-29... but now a days I prefer ujjivan over idfc.. and jana bank after ujjivan

[chayanurani]

Thanks for the detailed video...
Already invested in IDFC bank @ 35...still holding with good profits ..

[tarunksinha]

Many thanks for the video. A new perspective to look for investment. I have been invested in Kotak for a long time ( truly a multibagger on my small investment) and also in IDF Bank for over 2 yrs. Other investments are in Federal, Indian, PNB, BOB, ICICI, Axis in the banking sector.

[pritsuthar]

What is your commentary on IDFC and IDFC first bank merger? and its 100:155 exchange ration, So if anyone want to take position on to IDFC first bank than can they go via IDFC limited's stock because after the merger we get discounted IDFC first bank shares like 7-8% as of now, I REQUEST YOU TO MAKE A VIDEO ON THIS ALSO. ✌

[ashwinnair]

Hi Akshat, thank you for the video, what are your thoughts on TATA technologies IPO? Buy or not?

[muthukumarkanagaraj]

Beyond the content, you are also teaching excellent communication skills.. The way you explain things & the homework you do are very much inspiring.. Thank you Akshat

[aprav]

Great insights, Akshat. Thanks!
Can you take a look at Federal Bank?
It seems to be undervalued vs. IDFC First Bank and has better nos (more profitable, better ROE, lower P/E & P/B).