Also check my previous idea on ---->(what fii know we dont know is the upcoming DOOM of banks!!) as it is related to this post also
that previous idea has good explanation and logic reasons behind the conclusion i now came by so plz kidnly check i hope it will give some deep insights and plz check comments on that idea for much more explanation
finally list of some of stocks to stay away from 1) bandhan bank ( this will be done just like idea , check my previous idea on idea share )( same psu banks also now pose some serious threat) 2) paytm ( anchor investors will receive shares after 1month of listing think so ,, soon or later they will dump it ) 3) nykaa ( over valued) 4) psu banks ( may be sbi will be there 50-75% will be gone)( based on past demonitisation &future block chain for that only check the idea i mentioned above)
5)hdfc life ( nothing problem good company only but at expensive valuations)( no edge over business)( growth and business saturation) 6) bajaj consumer ( growth and business saturation)
explanation for the following:- 1) bandhan bank has micro finances in states of assam and west bengal where npas have grown too much , and is in deep problems
2) paytm ( see from my own experience and Scuttlebutt i used google pay, phone pay , paytm , why one does not use paytm is if we add money in wallet they charge money if we withdraw money from wallet they charge money , where other platforms now occupy much more market share and do for free and google management is top class and paytm is no where near ,, and in past few years paytm is in such a stage that paytm tried to start brokerage business through its application , even started online games which are based on real money almost online gambling , and paytm mall etc all became much more failure you can check their promoters interview on cnbc on youtube , and also for reference can check bisbo limerick video of paytm)
3) nykaa an over valued stock with very high p/e
4) psu banks check my old idea as mentioned can type everything again or copy paste
5)hdfc life is over valued as it is part of hdfc group ,if you are an employee you can see various players in insurence and there are big players like lic and almost every one provides policys like policy baazar , even phone pay also provides some policys like that there are too many player in this space and hdfc life is over valued than the profits it earns ( growth and business saturation)
6) bajaj consumer core product is almond oil which could not capture majority of the market share or attract customers from coconut oil ,( growth and business saturation)
disclaimer- this is not any investment call or idea , this just my view and it can go wrong ,this is only for educational purposes trade at your own risk and the story here i am publishing is based on my assumptions and prediction which may go wrong its purely based on my imagination and anticipation of future
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.