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SuperEquity
Newbie
Joined: 08/Mar/2011
Location: India
Online Status: Offline
Posts: 30
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   Posted: 14/May/2011 at 1:11am |
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You are right Mr. TED. but that superior quality has already been discounted.
P/BV is important criteria for Pvt. Banking.
Axis Bank - 2.69
ICICI Bank - 2.18
HDFC Bank - 4.12
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SuperEquity
Newbie
Joined: 08/Mar/2011
Location: India
Online Status: Offline
Posts: 30
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Posted: 14/May/2011 at 1:19am |
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HDFC Bank and ICICI Bank has same Casa Ratio at 50%+.
Axis has in Mid 40s (but Axis is not so old compare with HDFC Bank / ICICI bank) Also, Axis Mcap is half of HDFC Bank. So Its more than Fine.
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pramodjain
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 300
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Posted: 27/May/2011 at 2:59pm |
Click Here for TED XI Latest Performance Update
Link file last updated on 23-June-11 2:40 PM
Edited by pramodjain - 23/Jun/2011 at 3:27pm
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"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
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rdyn
Senior Member
Joined: 09/Nov/2010
Location: India
Online Status: Offline
Posts: 442
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Posted: 27/May/2011 at 9:40pm |
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My aim is to read each and every post on TED!
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MR TED
Senior Member
Joined: 26/Jul/2010
Online Status: Offline
Posts: 336
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Posted: 27/May/2011 at 9:57pm |
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Is TTK Prestige not in TED 11?
Should we have a poll or something like this that if we were to buy n hold only one stock out of Ted 11, which one would it be?
For me, its TTK Prestige, however, at lower prices
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Buffet Glb
Senior Member
Joined: 24/Dec/2010
Location: India
Online Status: Offline
Posts: 38
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Posted: 01/Jun/2011 at 10:22pm |
Originally posted by SuperEquity
HDFC Bank and ICICI Bank has same Casa Ratio at 50%+.
Axis has in Mid 40s (but Axis is not so old compare with HDFC Bank / ICICI bank) Also, Axis Mcap is half of HDFC Bank. So Its more than Fine.
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Super Equity- you truly represent the dilemmas of a novice like me. Your queries are in correct direction Eg. HDFC Vs Axis. I too have similar opinion. Mr TED has chipped in. But, somehow I feel there is need to have a TED's portfolio every quarter - TED's Portfolio July 2011/TED's Portfolio Oct 2011 etc. It makes things contemporary, interesting and participatory. Probably in addition to the long term one.
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"The best assets you can have during inflation are your abilities." - Warren Buffett
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MR TED
Senior Member
Joined: 26/Jul/2010
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Posts: 336
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Posted: 01/Jun/2011 at 11:40pm |
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personally in banking, I prefer SBI, on its sheer reach, diversity, fine management (may not be excellent as HDFC but still good), huge potential (to improve its asset quality, become lean and efficient).
We can imagine India without HDFC today (ICICI, LIC housing, Axis can fill the gaps) but India without SBI is hard to imagine..
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coolcarney
Senior Member
Joined: 01/Mar/2011
Online Status: Offline
Posts: 165
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Posted: 01/Jun/2011 at 12:51pm |
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I disagree sirji.
Its difficult to imagine India without HDFC since it is probably the reason why many have a house they call home. I think of SBI as an elephant who danced because HDFC & HDFC Bank disturbed its peace.
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