Abhishek Kothari 🇮🇳
@kothariabhishek
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Assistant Editor, tracks BFSI at CNBC TV 18 Ex - Sell side analyst Views r personal RT aren't endorsements Comments aren't recommendations F1 fan
Mumbai, India
Joined October 2009
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Pinned Tweet
Love this quote..... Keeps me motivated always!
They tried to bury me; but they didn't know that I was a seed!!
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Promoted to Principal Research Analyst from Senior Research Analyst
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@CNBCTV18Live
@FederalBankLtd
, Cochin Branch had sanctioned loan to a robots mfg. co. The co personnel brought robot to the Bank to receive the loan sanction letter.
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Jut thinking
SBI has written off Rs237206cr in last 25qtrs = 8-10 bank’s loan book
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Morning surprise 🙏
Keki Mistry called and said: the interview I recorded with him for post result discussion, is the best he has got from CNBCTV18 w.r.t questions on results, biz updates & industry!
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Found a restaurant pricing it’s
Thatte Idli at Rs60
Vada at Rs50
Same restaurant price on .
@zomato
:
Thatte Idli at Rs140 in morning & Rs130 in afternoon
Vada at Rs140 in morning & Rs110 in afternoon
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@CNBCTV18Live
Stocks at 52 week low
HDFC Bank
HDFC Ltd
SBI Card
Max Fin
ICICI Lombard
City Union Bank
Edelweiss Fin
HUL
Shree Cement
Ultratech Cem
Britannia
Hero Motocorp
MOtherson Sumi
Ashok Leyland
Aarti Drugs
Apollo Tyres
Rane brakes
AIA Engg
Indigo Paints
Lupin
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One of the wealth destroyer in last 2 months:
@Paytm
hits new low today.. now (CMP Rs1267) down ~41% from IPO price (of Rs2150)
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D'Mart's Damani buys 28 luxury apartments for Rs 1,238 cr in country's largest real estate deal
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I am speechless
Life comes full circle
Earlier, one organisation asked me to leave (along with few other people.. yeah, bad politics)
Today, a prestige institute in India, has made a request to me to moderate a fireside chat with the MD of the organisation that told me to leave!
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PSU banks
Some of them are reporting best asset quality in 6-7 years
They are witnessing NIM expansion.. which is not seen in many many pvt banks
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.
@HDFC_Bank
in concall has said that they intend to be within 1-2 kms reach of customers from current level of 5-6kms and hence, rapid branch expansion plans (Q4, they opened 563 branches)
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Blessed with a new family member
Proud mama (uncle) of a son born to my sister
God is kind 🙏
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On a lighter note:
Price of tomato Rs64
Price of zomato Rs53
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My view (you may agree or disagree, I leave that to you)
Current RBI governor is way better than super stars predecessors!
Very pragmatic & his approach to fighting COVID19 related impact on economy has been amazing since the lockdown
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Thank you everyone for your prayers & wishes
Taking mom back to home from hospital
It’s a long way to complete recovery & more care needed than before
She has shown a strong will power
Thank you god for keeping her safe 🙏
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One of
#Kolkata
’s best kachori sabzi.. stone throw from my house
Best days to visit: Monday to Saturday
Sunday crowd is just too big
#Chhangani
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She first delivered the kit & then her baby!
Meet Minal Dakhave Bhosale, the R&D Chief of Mylab. She led the team that designed India's first indigenous
#COVID19
testing kit. Delivered the kit before delivering her baby
#Gratitude
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#4QWithCNBCTV18
.
@HDFC_Bank
Biz numbers show QOQ, best loan growth in 20 qtrs!
Deposits at Rs15590 bn, +16.8%YOY (best in 5qtrs) and +7.82%QOQ (best in 12qtrs)
Advances at Rs13690 bn, +20.85%YOY (best in 7qtrs) and +8.57%QOQ (best in 20qtrs)
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How it all started
My last sell side brokerage house sacked me (along with few others)
@ekta_batra
reached out to me for some work in the 3rd mth of notice period
Asked if there is any vacancy as I am looking out for a job?
@varinder_bansal
believed in me/my work & here I am!
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Holiday for next two weeks
With my lovely kiddos and sis
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Kotak Sec on .
@ICICIBank
Time to take a deep breath and watch in awe at the numbers for the quarter….
15% RoE
16% yoy loan growth, 23% yoy NII growth and 4% NIM
Average CASA ratio at 45%
19% yoy fee income growth
Hard to ignore and we are running out of adjectives to describe
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Delivering food on bikes:
Zomato mkt cap Rs99634cr
2-wheeler mfr:
Hero motocorp mkt cap at Rs56480cr
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.
@Bajaj_Finance
is one of the most profitable NBFC with strong capitalization & healthy return ratios
It has a strong & robust track record across various biz cycles & has been a wealth creator for investors
Can some1 guide me as to how to benchmark these 2 & on which parameters?
Paytm should be benchmarked against Bajaj Finance: Vijay Shekhar Sharma
Story
@moneycontrolcom
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In last 6 qtrs, .
@Bajaj_Finance
has written off bad loans worth (a little) more than Rs5000cr
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Most of the investors (FII's) keep saying India is expensive, its expensive, its always been expensive
Then we have amazing veterans of market like Mark Mobius, who says, India will continue to deliver 15-20% (p.a.) returns to investors!
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😞😞
Lost the chance of becoming mama, to two lovely kids (twins)
God had other plans for them before their birth
No words. 🙏
#RIP
little ones
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Completed 5 years at
@CNBCTV18Live
today
Thank you all for your love/hate/criticism shown towards my work 🙏
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Mutual fund sahi hai.. In March’23:
They sold ITC and bought Infosys
Today:
ITC say 52 week high
Infosys down >9%
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#fwd
#onalighternote
Valuation:
At 15 PE - read Warren Buffett
At 30 PE - read Nassim Taleb
At 50 PE - read Hanuman Chalisa
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All CBSE text books class 1 to 12 are available here in PDF & flip book form. So take free digital book in lock-down for your child :- Please share it with other that help to other also.
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#Whatsappfwd
The stock market is never obvious.. It is designed to fool most of the investors, most of the time!
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My discussion with an expert in housing sector
Hope it helps
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#1QWithCNBCTV18
.
@HDFC_Bank
Strong biz growth; gains mkt share
Deposits at Rs11895 bn, +24.6%YOY & +3.75%QOQ
Advances at Rs10045 bn, +21.1%YOY & +1.2%QOQ
Low cost deposit share at 40% vs 39.7%YOY & vs 42%QOQ
Direct assignments (4m
@HomeLoansByHDFC
) at Rs1376cr -81%YOY & -74.9%QOQ
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Went to market today… surprised to hear lemon at 50/4
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.
@CNBCTV18Live
CLSA Note
Adani - Where does the debt sit?
Most banks have indicated that they have largely financed assets with strong cashflows such as airports/ports
Ballpark exposure, FY24:
Pvt banks at 0.3% of loans & 1.5% of Networth
PSU banks at 0.7% loans & 6% of Networth
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SEBI bars 8 including MD of Poonawalla Fin Corp in Magma Fincorp Insider trading case. Accused of taking huge position in share before the announcement of deal.
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What a volatile mkt..... You go up by stairs and return by lift!!
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In this low interest rate environment, a bank is able to make yield of 14.5-15% on its retail book (incremental)
Just makes me wonder about:
a. Customer profile
b. Risk weight assets on the incremental portfolio
c. Credit risk (in future)
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ADANI HIRES US LEGAL POWERHOUSE WACHTELL IN SHORT-SELLER BATTLE: Source - FT
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#Thought
India is the only country perhaps, where someone borrows money from you… and then, you have to explain to them, why you need your money back!
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Saturday morning couldn’t have been better than visiting Matunga!
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#Whatsappfwd
#Donttakeitseriously
Facing recession?
Financially drained?
No money ??
Don't worry,
Watch Discovery Channel on 12th August, to get educated on how to survive in Jungles!!
Live with nature, no money needed 🙏🏼😜
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News reports:
Handling of ₹300 cr loan put .
@rblbank
under scrutiny
Loan was written off within seven months of being sanctioned
A ₹300-crore loan that was written off within seven months of being sanctioned has emerged as the key reason for the banking regulator’s sudden
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Superb birthday lunch with family
@ITCHotels
, Peshawri restaurant
Their dal makhni is highly recommended
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Just wondering:
Why only RT-PCR test done for passengers travelling via flights and why not for passengers travelling via railway?
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#forward
A big Salute to the
#healthcareworkers
the
#coronawarriors
..they are doing their best to treat and save as many patients as they can.
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Wondering... why a lending co. needs to raise money via IPO when it has CRAR ~73-74% & ROA >6.5%?
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On a lighter note:
Twitter, Facebook may not be able to operate in India from May 26
Bring back Orkut & Yahoo chat 💬?
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@CNBCTV18Live
@ICICIBank
vs
@HDFC_Bank
performance comparison
ICICI Bk's NII growth rate has beaten HDFC Bk’s growth rate for 11 qtrs in a row
NIM - In last 18 qtrs:
ICICI Bk’s has improved from 3.27% to 4.0% (All time high)
HDFC Bk's has declined from 4.4% to 4.1%
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Just for reference: .
@HDFC_Bank
@ICICIBank
Market share of the two largest private banks in India
They were almost at similar levels in Q3FY16 with a gap of just 0.02%
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#2QWithCNBCTV18
.
@HDFC_Bank
Strong biz growth; gaining mkt share
YOY
Deposits at +22.6% (best in 13qtrs)
Advances at 19.5%
QOQ
Deposits at 7% (2nd highest deposit growth in 11qtrs)
Advances at 8.1% (Highest loan growth in 10 qtrs)
-ve
Low cost deposit share at 39.2%, at 17qtr low
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Disagree
Fintech’s are in low ticket sizes & their underwriting skill is yet to be seen/tested
There is no disruption that can impact banks as fintech’s are tying up with banks & their own ability to gather huge liabilities, is not seen yet. ALM issue needs to be seen too!
There is massive disruption coming in banking. One should avoid banks for long term wealth. The new-gen fintechs are crazy with their offerings. How can you fight with any who does not want to make a profit? Not saying that banks will not survive, but yes they will just survive.
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Got to know today:
Rs95 per page, is the cost of getting your bank account statement, printed at the bank
I said: You can e-mail the statement to my dad’s mail id of his account!
They agreed!
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Rajiv Bajaj to
@CNBCTV18News
Dont need anything from the govt
Govt should act logically & sensibly
There is no demand problem; there is governance prob
Prob is govt has bought country to standstill
Now govt cant say that lockdown is not the answer
Govt has dug itself into a hole
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.
@HDFC_Bank
is talking about more branch opening (~400) in coming months (and many ppl are thinking technology will impact banks)
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.
@CNBCTV18Live
#RakeshJhunjhunwala
buys 50 lakh shares of Zee Ent at Rs220.44/share (Investment of Rs110.22cr)
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.
@CNBCTV18Live
Banking sector reported highest quarterly profits (Q2FY22) in last 24 qtrs
4 pvt banks reported net loss in Q2FY22
PSU banks have reported highest profits in 24 qtrs
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At HDFC Bank concall... mgt has been talking for last 1 hour 10 mins or so
I think: Its a new style... to ask questions among ourselves so that no new question can be asked from analysts & then all replies can be: 'as told in opening remarks'
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It’s always a pleasure to travel with parents 🙏
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Construction of National Highways in last 5 years
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News report:
Shares in Australian-listed buy-now-pay-later co's plummet by up to 96%
Shares have plunged by an avg of ~80% vs peak prices within the past year, driven down by swelling losses & lower-than-expected consumer int in the product
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Log aapse nahi, aapke acche waqt se haath milaate hai.
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.
@CNBCTV18Live
Rakesh Jhunjhunwala to CNBC TV18
Deny any interest of buying stake in RBL Bank
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Rossari biotech just compared themselves to
@HDFC_Bank
in terms of giving guidance & performing better than that!
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From an analyst friend:
Kotak Bank said in its concall: Cindrella moment hai credit cycle mein
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#Whatsappfwd
Very soon Mahabharata and ramayana telecast will be announced as part of entertainment industry relief package
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1% higher stamp duty in Mumbai led to 70% drop in value sold in Jan'21 vs Dec'20
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Comparison of .
@HDFC_Bank
&
@ICICIBank
HDFCBK in Q1FY22 recorded its lowest ever NII growth in Q1FY22
ICICIBK's NII growth is in healthy double digits
HDFCBK NIM in last 17 qtrs has declined from 4.4% to 4.1% while for ICICIBK, it has risen from 3.27% to 3.89% (All time high)
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In terms of an IPO, has
@Paytm
been one of the biggest wealth destructor for an investor?
Paytm's stock price has fallen by ~52% in less than 2 months (span of time) of getting listed
Checked Rel Power
IPO at Rs450
Listed on 11th Feb'08 at Rs530
11th April'08 at Rs363
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First trial of vaccine by
#Moderna
pharmaceutical on 45 patients
Kindly note:
Phase 1 usually on healthy volunteers ... that means they dont have Corona virus
Phase 2 & 3 are on patients
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My darling turns a year older
Happy Birthday Sanskriti Nathani
God bless you always
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