Time to Buy/ Sell PSUs? | CA Rachana Ranade
Published: 2024-02-08
Status:
Available
|
Analyzed
Published: 2024-02-08
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
PSU net profit is projected to double from 2014-24 compared to 2004-14.
"in the last 10 years 's net profit Rose from 1.25 lakh CR that is 1.25 trillion between 2004 and 14 to 2.5 lakh CR that is 2.5 trillion in 201424"
Pending
The BSE PSU index has doubled in value over the past year.
"the BC PSU the index has almost doubled in the last one year"
Pending
The net worth of PSUs is predicted to increase by 79%.
"plus their net worth has also increased by 79% from 9.5 lakh CR to 17 lakh CR"
Pending
Following a consolidation and breakout, a 1x to 2x gain is typically expected.
"whenever there's a consolidation whenever we see a breakout typically 1X or 2x is what we get to see"
Pending
PSU Banks are expected to have further upward movement.
"PSU Banks seem to have still some fuel left in the tank for some more rally"
Pending
Bank of Baroda is trading at a discount compared to the industry average Price to Book value.
"actual p2b is 1.24 and Industry p2b is 1. 44 is this still available at a little bit of discount answer is yes"
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Bank of Baroda's financing profit has shown a significant increase.
"financing profit from 660 crores to 1,484 crores Fantastic"
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Despite recent gains, PFC and REC are trading below the industry Price-to-Earnings ratio.
"even today in spite of the huge run huge runup PFC is trading at 8.6 Cy and recc is trading only at 10.2 Cy both are way below the industry P"
Pending
Hindustan Aeronautics Limited (HAL) has a PE ratio significantly lower than its industry average.
"Hindustan atics limited PE still only at 34.25 very less correct"
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Bharat Dynamics Limited's PE ratio is comparable to the industry average.
"Barat Dynamics almost same industry p"
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BPCL and Coal India are trading at half the industry P/E ratio.
"be bpcl be coal India available at 10 when the industry p is at 20.8"
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Engineers India Limited is trading at approximately half of its industry P/E ratio.
"then Engineers India is again at almost half"
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NMDC, despite its recent performance, is trading at a discount compared to the industry average P/E ratio.
"nmdc is again still in spite of the run up is still available at a discount at 14.3 versus industry average of 20 20.8"
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Power Finance Corporation is trading significantly below the industry P/E ratio.
"Power Finance Corporation at 8.22 and Industry PE 21.6"
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Power Grid is trading at a discount compared to the industry P/E ratio.
"power grid 16.3 industry P 26.8"
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SJVN is trading at more than double the industry P/E ratio.
"sjvn sat Jal vidut Nigam Limited at 57 P whereas the industry p is 26.7"
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The specialty chemical sector is expected to see positive movement in the second half of calendar year 2024 (after July).
"second half H2 FY H2 calendar year I'm talking about 24 this so post July is what many many people from the management of different different companies have also mentioned that that's where we feel that something will you know happen in this pace"
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The speaker is avoiding investment in PTM until governance or regulatory issues are resolved.
"if there is some question mark raised about the Govern I stay away from such company so right now of course I'm staying away from this company till governance or regulatory related issues are sorted"
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A detailed fundamental analysis video on Coal India is planned.
"I think that is Again One stock which I would want to discuss in detail I'll try and make a video on coal India separate fundamental analysis video"
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Eversun Industries has shown great performance, with its quarterly numbers contributing to its stock price appreciation, following a discussion about it four months prior.
"your e has zoomed ARR is 20K wish the rooms are as affordable as stock ranit G yes we had discussed about e almost what four months ago and the performance has been great their quarterly numbers were amazing and that has shown up in the stock price as well"
Pending