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Apr 13 • 11 tweets • 3 min read
#HDFC Merger: Explained in 10 charts

1) 2nd largest bank
2) HDFC twins have been flat
3) 2nd largest company by m-cap
4) Most profitable financial company
5) New ventures for HDFC Bank
6) Higher profitability
7) How big will it be globally
8) 5th largest lender globally
9) HDFC loan books
10) 2nd largest ATM network
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More from @myvaluepicks

MY VΛLUΞ PICKS Profile picture
Dec 14, 2020
1/ #QSR Business Model
2/ #QSR Business Model
3/ #QSR Revenue
Read 7 tweets
MY VΛLUΞ PICKS Profile picture
Nov 1, 2020
1/ Thread on India's Life Insurance

A massive investment opportunity over the coming decade.

Ambit Capital says the opportunity lies in #protection and #annuity business.
2/ Ambit Capital's study reveals #protection could grow 8x in 10 years.

₹29 lakh crore of retirement corpus is estimated to grow at 15% to drive #annuity at 20% CAGR.

This implies that private insurance could grow 14.5% CAGR over the next decade.
3/ #LIC is the market leader with 72% market share
LIC is expected to list around ₹10-12 lakh crore market cap.
LIC has total assets of ₹32 lakh crore in 2020.
LIC gains market share despite COVID disruptions.
Super investors do not prefer PSU stocks with few exceptions.
Read 4 tweets
MY VΛLUΞ PICKS Profile picture
Jul 15, 2020
#Godrej Group has increased its stake in #Sobha to 9.99% in the June 2020 quarter, from 1.08% in the March 2019 quarter.

Privately-held Godrej family arm Anamudi Real Estates has acquired the stake in Sobha, which is valued at Rs 223 crore based on CMP. #MVP_BulkDeals
Get comfortable with discomfort:
⛳️ Every great investment begins in discomfort, If everyone else didn’t hate the investments, they wouldn't be cheap.

⛳️ Many times, it doesn’t work for months, or maybe years.

-- @HowardMarksBook
⛳️ My Discomfort Idea: #Sobha
At CMP of ₹ 235, Sobha is trading at 8 times P/E and 3% dividend yield.

❓ What's your one #discomfort idea?

@remindmetweets 3 years
Read 5 tweets
MY VΛLUΞ PICKS Profile picture
Jun 10, 2020
Conference Call Transcript | Prashant Jain, CIO @hdfcmf

1⃣ Economic Overview
- Government should spend more – Infra capex
should be boosted to create more jobs, services and
demand for materials
- Economy likely to be driven by Investments now and not
consumption
2⃣ Banks
- Large banks likely to come out stronger from the crisis
- Lots of value in some of the large banks – some available at
1x book value
- Plus valuable subsidiaries like life, non-life insurance, credit
cards etc.
- Deposits moving to larger banks
3⃣ Oil & Gas
- Primarily #Reliance (12% of the Index)
- Appears to be fairly valued but with strong triggers going
ahead. Currently, market ascribing half the value from
#telecom venture
Read 10 tweets

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