Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

The creamy layer - amongst the top performing stocks

Performance

Seems to be overvalued vs the market average

Valuation

Financials growth has been moderate for a few years

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is underpriced and is not in the overbought zone

Current price is less than the intrinsic value

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Hasn't fared well - amongst the low performers

Lagging behind the market in financials growth

Average profitability - not good, not bad

Price return has been average, nothing exciting

The stock has a moderate number of red flags

PSU banks outperformed private banks by 120 percentage points over a three-year period, even as they underperformed by six percentage points in the second half of 2024.

Bottoming Of Earnings Cuts Critical For Banking Sector To Do Well, Says Study

After a 4-day losing streak, Indian benchmark indices turned positive on Tuesday, supported by PSU Banks, metals, and auto stocks. The Sensex and Nifty rose marginally, with the Nifty PSU Bank and Metal indices surging while the IT sector lagged.

Market Wrap: D-Street breaks 4-day losing streak, Sensex ends 169 points up, Nifty above 23,150

This episode of “Two Sharp with ET” covers three key developments. After consecutive losses, Sensex finally breaks its losing streak, closing in the green. Midcaps see strong buying, led by PSU Banks, Metals, and Auto stocks. The Indian Rupee slides to a historic low of ₹86.63/USD, driven by strong crude prices, weak FII inflows, and a robust Dollar Index. India’s electronics, solar, and EV sectors face disruptions as China restricts exports of high-tech machinery. Nisha Poddar explains.

Two Sharp with ET: Sensex ends losing streak, Rupee hits record low, China’s export curbs strain EVs

Punjab & Sind Bank, Indian Overseas Bank, UCO Bank, Central Bank, and Bank of Maharashtra have received approval to raise Rs 2,000 crore each, with fund-raising starting in small tranches from Q4, ET Now reported. Additionally, the government has directed DIPAM to divest stakes in five PSU banks through the offer-for-sale route.

PSU bank stocks rally up to 18%. What’s the good news?

The PSU Bank stocks logged a double-digit climb, with Central Bank of India shares rising 15%, Indian Overseas Bank 14%, and UCO Bank 12%.

PSU Bank Stocks Spike On News Of Government Mulling QIP To Dilute Stake

Heads of Public Sector Banks (PSBs) will meet on Wednesday to review progress on financial inclusion schemes like Jan Suraksha, Mudra Yojana, and PM SVANidhi. The meeting, chaired by Financial Services Secretary M Nagaraju, will also focus on the StandUp India Scheme and various insurance-driven initiatives.

Finmin to meet heads of banks on Jan 15 to review financial inclusion schemes

The Reserve Bank of India (RBI) significantly increased enforcement of penalties on banks in FY24, with public sector banks paying six times more and private banks paying double the previous year. Enhanced vigilance since the near-collapse of Yes Bank has led to heightened surveillance and stricter regulatory actions, including bans on significant lenders.

Penalties surge as RBI cracks the whip on lenders

Indian equities seesawed through gains and losses to close lower for the second consecutive session as financials, pharma and energy stocks weighed.

Stock Market Today: Sensex, Nifty End Week With 2% Decline; PSU Banks, Realty, Drag While IT Bucks Trend

The quarterly average ticket size of MFIs loan disbursals rose 43 per cent between September 2021 and 2024 to Rs 50 thousand. The report noted high delinquencies among borrowers. Banks opened 5,400 branches in FY24. Loan-to-deposit ratio stabilized at 80 per cent. Private banks outpaced PSU banks in deposit growth. NPA ratio is at a 12-year low.

Loan disbursal to Micro-Finance Institutions rises 43% over 3 years: IIFL Capital

Bank Nifty falls 1% to 49,000, with public sector banks hit harder than private banks; futures show downward momentum.

Bank Nifty Prediction today – January 10, 2025: Bears in the driving seat, consider shorts

The rupee weakened to a record intraday low of 85.93 per dollar on Thursday, closing at 85.848 per dollar, nearly unchanged from the previous day. Pressure on the rupee was due to risk aversion toward the US dollar and selling from foreign portfolio investors. Intervention by public sector banks curbed excess volatility in the currency.

Dollar sales by private banks help Rupee recover from lifetime low

NIPPON INDIA ETF PSU Bank BeES objective is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the CNX PSU Bank Index