00:00Direndra Riyadav ji wants you to compare Varun Beverages and IDFC First Bank. Now this comparison is like this.
00:08It will only happen that you say that you should go and compare a piece of furniture with the Rasulullah.
00:17How will the comparison be made, but if you look at it another way, I will ask you, I have one hundred rupees and
00:24If I can invest in any one stock then tell me should I invest in Varun Beverages or this IDFC First Bank
00:32But in their question
00:34One interesting thing is that you should see that they have invested 40% and 35% of their portfolio in these two
00:41I have done it, which means 40% will be in Varun Beverages and 35% will be in IDFC First Bank.
00:47So much �
00:49More concentration is possible only if you are a promoter, if you are not a promoter, if I have the money then that is it.
01:12Joe and I should either invest it in Varun Beverages or IDC Qwest Bank.
01:21So Varun Beverages, I see only one problem here and that is your rich valuation, so this is the problem.
01:31Whatever you think about Pepsi, Pepsi, Pepsi, Pepsi, you should understand that in their product, Dima
01:48The issue will not come but the problem is that at 54 times the price of Arni, it is 55 times
01:57It has reached and its valuation has become very rich, it is summer season now, so it is fine now.
02:02Then their results will be good.
02:04But my concern remains that at such a valuation, they will not have time to upgrade.
02:14I will be concerned and apart from this I do not want to indulge in much negativity and in those interactions for now but now
02:2555 time ho gayi
02:27So the current price is now understand that if 500 is above 620 percent then it will become 55, around 65 600
02:39Any valuation above this will not be sustainable and we will go down by 500 percent.
02:48If it's gone, 55 seems to me like it's your
02:53The value of price running should be 45 to 65 times which will give you this four shares in this range.
03:01I feel like he'll keep making the top land.
03:08Yes, of course, this is about Varn Beverages, what are you looking for in IDFC First Bank
03:14And where is it profitable for an investor to invest in comparative crops, IDFC First among these two
03:23to the bank then you
03:25And the fire is kept in the tank right now, so first of all I will burn the bank.
03:31Ya means this bank deer
03:34It is of Hurna only. It can be taken to some extent.
03:44IDFC bank 58 and 670
03:52Its price to book is 10 rupees, it will behave like this
03:57IDFC First Bank
04:00current 1.27
04:021.27 10 rupees down means 15% down
04:07That is 1.27 minus 15%
04:121.1
04:18Okay, so the calculation for this works out to be
04:24I think the closer it is to 1 price to book, the safer it is.
04:29And 1 if its price to book is to be
04:3458-56, all this will have to be in the range, so that seems safe to me.
04:41Now talking about the above, the more it comes to 1.5 times the price to book, the more I have a problem with it.
04:49would seem to be doing
04:50So 1.5 minus 1.27 is ok 0.23 27 means 20 percent so this is working for you too
05:03is 70
05:0985 is not yours, the marks are given out, see if it is 20 percent above then yours is 86 and yours is 85.
05:16This will cause problems with growth and valuation and
05:22You can understand this range near 58, 57 58 85 86, this range is for both Varun waves.
05:35And what are the factors to be kept in paddy for both IDPC and Bank?
05:40I want to keep everything that Shumishchi has with you
05:43After this, it is up to you to ultimately decide with whom you should stay, but whoever
05:52I said in the beginning that if this 40% and 35% allocation is so much then what should be the return for staying?
06:00Don't think about taking it lightly
06:04First of all, they should do one thing that they should hire a good advisor, this is like committing suicide.
06:12Yes, you have already done 85% of it here, two stocks and 75% of one thing and see, okay.
06:24You have made 85% in two stocks, so
06:29If you have not been taught then either you are writing your father on your own or else you believe
06:34that went that
06:34I want you to go to some good person, now please take it seriously, otherwise my words might hurt you.
06:40So it's a good thing you'll be safe.
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