๐ฎ๐ณ HDFC vs. ๐บ๐ธ JPMorgan:
๐น HDFC: P/E ~20, ROE 16%, Market Cap ~$150B (2025 est.)
๐น JPMorgan: P/E ~10, ROE 17%, Market Cap ~$500B
๐ Indian banks have higher valuations & stickier deposits, while US banks benefit from a much larger GDP (8x India's). #Banking#Finance
13) Radico Khaitan
14) Exide Industry
15) Star Health Insurance
16) Aptus Value Home Financing India
17) Glenmark Pharma
18) NAVINFLUOR
19) ZydusWellness
20) Emcure
21) Sailife
22) Titan
Upcoming Results
1) Shyam Metalics and Energy Ltd.
2) Jubilant Ingrevia Ltd
3) Bajaj Auto Ltd.
4) Granules India
5) Gabriel India
6) Adani Green Energy
7) Dr Lal Path
8) Laurus Lab
9) Welspun Corp
10) Chennai Petroleum Corporation
11) Sumitomo Chemical
12) Cempro
How is AUBANK looking ?
#Aubank
1) waiting for RBI approval to get full bank rights
2) Added 11000 employees YOY .. biggest single year workforce expansion in bank history
3) 100 New Touch points added plan to add 100 branches per year
4) Board Approved 7500 crores of QIP.. not done yet approval valid for 12 months
DAC approves capital aquisition of 52000 crores to enhance the combat readiness of defence force ...
One of the beneficiary is Solar Industry
Check out the chart for Solar Industries .. Consolidating at the moment after BO