PSU Bank Stocks_ अगले 1 साल में Double Return का मौका_ _ Buy या Avoid_

Nivesh Manthan

PSU Bank Stocks: अगले 1 साल में Double Return का मौका? | Buy या Avoid?

Transcript

00:00Karuna ji ka sawal hai PSU bank sector kholi karke kya private banko se tulna karin

00:06ko abhi halme nne kaffi accha production kiya hai kaffi acchhe dhek rhae hai to agar

00:12aaj ki tariq mein mandhim se lembhe odhi ke lihe kharii dna ho tuk tia PSU banko

00:17pe zyada daun lagai jaya banispat joneezy bank hai unke agar karuna ji statement

00:23dhe rhei hai ki nne better perform kiya hai toh yeh meri pichle 3-4 episode ko validate

00:29hi kar rhei hai agar jake suna jaya toh jake clearly aap nneko articulate karke diya

00:34hai ki ki yu aisa lag raha hai ki ki yu aisa lag raha hai ki yu aip ko e guidance dheke

00:39samjhata hon kaha pe chisek laga rhei hao agar api kaya rhei hai toh baat sahih hai

00:43yehi chisek me aap ko pichle eek mahine ke aas-pas se samjha raha hong ki PSU banks better

00:48honen chahi reason bhi samjha chukha hong phirsa eek line ma repeat kata hong

00:51hai ultimately bharat mi hai jis tari se regulators na step diya hai particularly in

00:57particularly in particularly joh reserve bank of india na hai woi effort aya hai 2014

01:03te baad balance sheet clean karne ka joki aap asset quality baat kata hai

01:06dhekhi eek samayi tha ki bharat ki ekonomi frisail 4-5 ismen aati thi abhi

01:12hemari ekonomi strongest ekonomi one of the fastest growth ikonomi anghu naati hai tta

01:18and

01:21the

01:24market

01:27the

01:30market

01:33the

01:36business

01:38is

01:40foreign

01:50foreign

01:54foreign

02:08foreign

02:38over time so that the banks are very aggressive today the state bank

02:44state bank is allied to insurance and you can see employees

02:50not to do 9-6 not to do 9-9 but they are worried that they have to sleep

02:56in the same time balance sheet quality improve

03:02this is the reason why this is

03:04foreign

03:16foreign

03:20foreign

03:28foreign

03:32I think it's time for price to book

03:37to be state bank

03:39to be able to add a 0.75

03:40to be ready to be so

03:43this is the change of

03:44the key of the balance sheet

03:47improve your asset quality

03:49improve your

03:49and this is the valuation catch-up

03:52which is maximum stock price

03:54moment

03:55salesman

03:56maximum valuation rating

03:58so

04:00So, now you have to trade the PSU banks who are at the time price-to-book for the trade

04:03and the state banks who are at the same time,

04:07who are at the same time,

04:09who are at the same time,

04:12and therefore,

04:13the catch-up play is in the PSU banks.

04:17This is the case of PSU banks.

04:20Therefore, if you identify the PSU banks,

04:24then you will give them to the private bank.

04:28Then you have to trade the PSU banks,

04:30and you have to trade the PSU banks.

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