Stock Recommendation: A defensive stock to weather upcoming volatility
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58 thoughts on “Stock Recommendation: A defensive stock to weather upcoming volatility”
very interesting . will such recommendation be coming on weekly basis/
No but we will be giving regular calls whenever we find good long term candidates
We have been waiting for this!!
Thanks!
Excellent analysis. Thanks.
Thank yoy
Nice article..have been investing continuously over last 20 years in this stock…never feel like selling at anytime even at the low levels in March/April. Holding this stock also got me to participate in HDFC Life IPO in the reserved category facilitating high allotments😊 . There is a possibility of HDB financial services also getting listed sometime in future right. We may get reserved HDFC group quota to participate in that for better allotment right?
You may but HDB may be a riskier bet than HDFC.
This is really awesome Aarti, I’m 25 years old and I’m very new to stocks and mutual funds, but I liked your explanation as it’s in a very simple language.can you just explain me the last para where you wrote unaccounted value of these entities alone would add about Rs 1012 per share to HDFC’s standalone book value of Rs 557 per share. At Rs 2657 the stock trades at just 1.7 times this sum-of-the-parts value.
I just need to understand this, can you plz help me to understand.
Thanks
Doyal Mukherjee
It means that HDFCs investments in group companies is worth Rs 1012 per share at current market prices..
Nice analysis and recommendation. Do you know why there has been significant insider selling since Jan 2020?
Stock has been heading to all time high so its not unusual for insiders to cash out of esops
Brilliant insights. I eagerly wait for alternate days to see new articles from you guys. Really helpful and an eye-opener for DIY investors. Keep up the good work.
Thank you!
Good read. especially the Holding company discount of 30% is interesting. can you explain more on what do you mean by Holding company discount?
When a company holds investments in group firms or subsidiaries the stock market does not value them at full matket price. Usually because such holdings are routed thru another co, there’s a discount to mkt value. That is the holdco discount. We have assumed thus at 30% to be safe.
Wow, finally it begins.
And begins with a bang.
Happy to note the first Prime Stock – excellent choice.
Just a coincidence that I re-entered this stock last week. The article is very reassuring.
Great hang on to it!!
Hurrrrayy !!! first one being the one from the most valued companies !!
Waiting for so long on stocks .. Thank you for the recomendation !! Waiting for more to come!!
Yes more to follow 🙂
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