HDFC securities’ Post

In a recent interview with LiveMint, Deepak Jasani, Head of Retail Research at HDFC securities, shared his insights on the market outlook following the #UnionBudget. Jasani predicts that the market may witness some profit-booking as investors reassess their portfolios in response to budgetary announcements. He emphasized that such a trend is not unusual, given that markets often adjust post-budget. Jasani discussed future market expectations as he advised investors on investing in sectors with fundamental strength and growth potentiality. He stated that some selling pressure can be seen in sectors like real estate and construction, while oil & gas sector along with metals might continue attracting investor interest given their fundamental strengths and favorable market conditions. In addition, Jasani also said that the budget’s emphasis on infrastructure development could lead to a growth in such sectors. He advised to have a diversified portfolio so as to balance risk and return advising investors to update themselves regarding the global economic trends that may impact on the market. Read the full article here: https://rb.gy/8v9brf

IDBI Bank Ltd (NSE: IDBI, BSE: 500116) - A Fundamental Analysis 🏦📊 IDBI Bank Ltd, a leading public sector bank in India, has demonstrated resilient performance and growth potential. As of April 26, 2024, IDBI Bank's stock trades at ₹90.70 on the National Stock Exchange (NSE) and ₹90.70 on the Bombay Stock Exchange (BSE), with a market capitalization of ₹46,535 Cr. IDBI Bank's financials indicate stability, with a price-to-earnings ratio of 23.17 and a return on equity of 7.84%. These figures suggest the bank's ability to generate profits from its shareholders' investments. As India's economy grows and the banking sector evolves, IDBI Bank's focus on digitalization, customer service, and expansion positions it well to capitalize on emerging trends. As always, conducting thorough research and assessing your risk tolerance are crucial before investing. However, IDBI Bank's strong fundamentals, strategic initiatives, and growth prospects make it an appealing option for investors looking to tap into India's burgeoning banking sector. tags: #IDBIBankLtd #IDBI #NSE #BSE #BankingSector #Investing #India #FundamentalAnalysis #StockMarket

In this video, Mr. Sujan Hajra, Chief Economist and Executive Director at Anand Rathi Group, shares his views on “Expectations from Budget and Impact on Market” Please click on the link below to watch this short, informative video: https://lnkd.in/d8wbcGPf

Emerging themes from Q4 results - Financialization hitting it out of the park! Indian assets are getting financialized at an incredible pace, and this combined with a raging bull market is bringing in money by the boatloads for Asset Managers, Wealth Managers, and brokerages Anand Rathi Wealth focussed on HNI wealth grew AUM by 55% and PAT by 33%. The firm is growing both its relationship manager base to cater to more clients with a 13% growth in RMs over the last year. Angel One a leading broker in the country reported a 63% growth in revenue and a 27% growth in PAT. The business that generates a bulk of its revenue from F&O broking benefited from the 2.4x+ growth in its F&O ADTO over the last year. HDFC AMC, the behemoth on the AMC playground reported a 36% growth in AUM and a 44% increase in PAT. Fun fact, the investment income that the business generated this year (578cr) could almost cover all of the operating expenses of the business (684cr). Financialization of savings is incidentally one of the nine key themes driving my investment recommendations. You can read more about the offering via the links in the comments & also sign up to read our latest research report as a sample!

Aditya Birla Money: PAT growth of 56% & Revenue growth of 48% in FY24 at PE of 13 [BIRLAMONEY delivered PAT CAGR of 45% & Revenue CAGR of 24% for FY20-23. BIRLAMONEY delivered QoQ growth in revenue & PAT in all the 4 quarters of FY24. Absence of management commentary is a challenge] 1. Equity & derivatives broking services; Portfolio Management Services Aditya Birla Money Ltd (ABML) is present in equity broking, commodity broking, depository services, PMS (portfolio management services) and distribution of products like mutual funds, insurance and loans of Aditya Birla group companies. The revenue sources are well-diversified encompassing retail and institutional broking, fair value gains from wholesale debt market and portfolio management services. Aditya Birla Capital Ltd, the holding company for the financial services business of the Aditya Birla Group, is the promoter of BIRLAMONEY. 2. FY20-23: PAT CAGR of 45% and Revenue CAGR of 24% 3. Strong FY23: PAT up 30% and Revenue up 14% YoY 4. Strong 9M-24: PAT up 38% & Revenue up 40% YoY 5. Strong Q4-24: PAT up 124% & Revenue up 73% YoY 6. Strong FY24: PAT up 56% & Revenue up 48% YoY

As ICICI Prudential AMC Ltd launches India’s first Oil & Gas ETF in the industry, Business Standard story explains whether to invest in this NFO. The Nifty Oil & Gas Index comprises a maximum of 15 stocks listed on the National Stock Exchange. The selection ensures that no single company holds more than 33 per cent of the weight and the combined weight of the top three companies does not surpass 62 per cent of the index. This ensures a balanced and diversified exposure. This ETF provides exposure to companies within the oil and gas sector and enables diversification across different segments of the oil and gas value chain. Historically, the Nifty Oil & Gas Index has had a strong performance with a favorable valuation compared to broader market indices. Please read the complete story here: https://lnkd.in/dqxVs9mz Mitu Samar Jha | Adil M Bakhshi | Roshni Rohira | srushti totiger #passiveinvesting #ETFs #assetallocation

As per RBI data, the cumulative investments under the Liberalized Remittance Scheme increased nearly three-fold from $441 million in FY17-18 to $1,256 million in FY22-23. Nakul Beri, Senior Managing Director, Global Client Origination, Waterfield Advisors, shared his insights on the trend of Indian family offices increasingly investing in global markets. Family offices that often invest in asset classes across categories are steadily increasing their exposure towards overseas investments with US-based companies emerging as hot favourites on account of factors like diversification, a depreciating rupee, and easier access to global markets. Read the complete story by Srushti Vaidya here - https://lnkd.in/duBauRcQ #lrs #globalmarkets #investments #familyoffice

Crucial pattern for Arman Financial Services Arman Financial Service Ltd stands out in the financial sector as a distinguished Reserve Bank of India (RBI)-registered Category ‘A’ Non-Banking Finance Company. Focused on serving the unorganized sector in rural and semi-rural areas across six states, the company boasts an extensive reach with 170 branches, catering to around 3.73 lakh customers. Notably, the company has exhibited remarkable financial performance, with a high stock Compound Annual Growth Rate (CAGR) of 93% over the last year. The profit percentage has surged impressively by 136%, accompanied by robust sales growth of 84%. Additionally, the Return on Equity (ROE) for the previous year stands at a commendable 33%. These indicators underscore the company's strong fundamentals and financial health. In conjunction with its sound financials, Arman Financial Service Ltd has recently witnessed a major breakout in its stock, characterized by substantial trading volumes. The technical analysis further reveals a robust retest, reinforcing the positive momentum. As market participants eagerly await the next trading sessions, the confluence of strong fundamentals and favorable technicals positions the company for potential upward momentum, while market observers remain vigilant for any signs of a major false breakout. #stockmarketindia #technicalanalysis #armanfinancialservices #priceactiontrading

𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗥𝗶𝘀𝗸-𝗔𝗱𝗷𝘂𝘀𝘁𝗲𝗱 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 𝗶𝗻 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 Navigating the world of mutual funds can be challenging, especially with the myriad of metrics and ratios to consider. Recently, SEBI's mandate on disclosing the '𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒓𝒂𝒕𝒊𝒐' has added another layer to this complexity. The information ratio is designed to help investors understand the excess returns generated by a fund relative to its benchmark, considering the risk taken. While this sounds promising, it’s crucial to delve deeper to truly understand its impact on your investment choices. Funds that top the charts in terms of returns do not always have the best risk-adjusted returns. For instance, the HDFC Large and Mid Cap fund shows a stellar 2-year CAGR of 29.2%, but its risk-adjusted return (information ratio) is only 0.35. On the other hand, the Baroda BNP Paribas Large and Mid Cap fund, with a lower 2-year CAGR of 26.3%, boasts a higher information ratio of 0.42. So, what does this mean for you as an investor? It’s a reminder to look beyond just the headline returns. Consider the risk taken to achieve those returns. Funds with a higher information ratio might offer more stable performance with fewer surprises along the way. In summary, while SEBI's new mandate provides more transparency, it’s essential to interpret this data correctly to make informed investment decisions. As always, align your choices with your risk tolerance and financial goals. #MutualFunds #InvestmentStrategy #RiskManagement #FinancialPlanning #SEBIMandate

The best way to diversify investments is to follow an asset allocation plan as per your goals, risk profile, and investment horizon. Asset allocation is the method of diversifying investments across different assets like bonds, stocks, real estate, cash, etc. Every asset class is different in respect to its risk and return and hence behaves differently over time. Allocating across them minimises overall risk in the portfolio. Asset allocation is determined through risk profiling, goal setting, and risk profiling. Risk profiling is a scientific approach to assess the investor’s willingness and ability to take investment risks. The objective of asset allocation is not to chase maximum returns but to balance risk and return in a portfolio. A higher allocation to riskier asset classes like stocks would increase the expected returns from a portfolio but also make it riskier. Similarly, higher allocation to safe and stable assets like Government Securities would make the portfolio less risky, but the person wouldn’t be able to generate higher returns. Hence, the objective is to optimise the portfolio by taking a minimal risk and improving the expected return of the portfolio. This asset allocation mixture should be followed by the investors throughout the investment tenure- meaning rebalancing the allocations as and when they shift. As one approaches financial goals however, the exposure to riskier asset classes should be tapered to protect the funds. Periodic rebalancing ensures that your portfolio remains within your risk appetite. ☎ Please get in touch at +91 90510 52222 for any queries. 🔗 For disclaimer, visit: www.daycoindia.com #daycoindia #daycosecurities #financialplanning #financialplanningconsultant