Its time to look @ 2nd tier Finance Stocks befor next results release

EquityChamp

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Look at how SFIN has delivered in Q2. Very close to my forecast and it short my forecast due to shortfall in revenue. Any how the share will move up.

anges

anges

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good calculations

newone

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I saw last week people collect cocr 60-61 levels. It is good price.

otara

otara

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HDFC is the best and will show its color within next week. Their EPS gonna pass Rs 3.50 for Q3 only. Take my word...

SLFINANCEWATCH

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Equitychamp..

Whats your forcast for VFIN & HDFC 2nd Qtr Profit ?

Acoording to my Calculations VFIN - 110 Mn , HDFC - 146 Mn

otara

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HDFC 170Mn +

SLFINANCEWATCH

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Otara..If you are correct it would be a great achievement.

Very Happy

EquityChamp

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SLFINANCEWATCH wrote:Equitychamp..

Whats your forcast for VFIN & HDFC 2nd Qtr Profit ?

Acoording to my Calculations VFIN - 110 Mn , HDFC - 146 Mn

Scroll to the top of the thread. You can see both of them with valuations too Very Happy

SLFINANCEWATCH

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Thanks,, But i think VFIN will have much more better results than your expectations, Few new Branches in 1st quarter will give them that edge.

otara

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EC, why only 4m growth for HDFC. At least 15% growth for PAT has to be there over Q2.
So I would rather believe their PAT to be more than 170Mn and EPS for Q3 to be close to Rs.3.

EquityChamp

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otara wrote:EC, why only 4m growth for HDFC. At least 15% growth for PAT has to be there over Q2.
So I would rather believe their PAT to be more than 170Mn and EPS for Q3 to be close to Rs.3.

What is 4m? QoQ NPAT should grow by 7% based on income expectation.

SLFINANCEWATCH

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HDFC it may have 150 Mn..But 170 Mn im not sure..

otara

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EquityChamp wrote:

otara wrote:EC, why only 4m growth for HDFC. At least 15% growth for PAT has to be there over Q2.
So I would rather believe their PAT to be more than 170Mn and EPS for Q3 to be close to Rs.3.

What is 4m? QoQ NPAT should grow by 7% based on income expectation.

as per your table Q3 PAT of 150Mn is jst 4m increase of their Q2 PAT.

EquityChamp

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otara wrote:

EquityChamp wrote:

otara wrote:EC, why only 4m growth for HDFC. At least 15% growth for PAT has to be there over Q2.
So I would rather believe their PAT to be more than 170Mn and EPS for Q3 to be close to Rs.3.

What is 4m? QoQ NPAT should grow by 7% based on income expectation.

as per your table Q3 PAT of 150Mn is jst 4m increase of their Q2 PAT.

Q2 PAT was 140, where you can see 146?

SLFINANCEWATCH

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Equtychamp,

You are correct, But if VFIN will have a more than 112 Mn, and if HDFC will have more than 150 Mn...
Then what we can see a Bull Run...

otara

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EquityChamp wrote:

otara wrote:

EquityChamp wrote:

otara wrote:EC, why only 4m growth for HDFC. At least 15% growth for PAT has to be there over Q2.
So I would rather believe their PAT to be more than 170Mn and EPS for Q3 to be close to Rs.3.

What is 4m? QoQ NPAT should grow by 7% based on income expectation.

as per your table Q3 PAT of 150Mn is jst 4m increase of their Q2 PAT.

Q2 PAT was 140, where you can see 146?

oops my mistake.. but even then its 10mn? I think its not enough.

SLFINANCEWATCH

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Otara, VFIN = 110 - 117 Mns, HDFC 148 - 162 Mns..Anyway results will be exceptional..VFIN - Will wirth 80+, HDFC - 95.00+..

newone

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Is it good for buy hdfc or cocr?

SLFINANCEWATCH

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Suggest HDFC..Do your own analysis before investing..

EquityChamp

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AFSL earns 10mn more than what I forecast because they have earned more interest income. Good signs for finance sector.

EquityChamp

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For VFIN I estimated 100mn for Q2 but they have given me 14extra...wow flower

. Now its only timing does matters otherwise all these 2nd tier finance companies will register 10%-20% gains during the month.

SLFINANCEWATCH

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Ohh..I just missed from 4Mn,, Next Qtr definitely more tgan 130Mn..EPS OF RS. 3.10, And 3.00+ Dividend in May or June..This will hit 125.00 before next June..

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Equity Champ, Now VFIN PE is around 6, So whats your predictions about the share price.?

EquityChamp

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SLFINANCEWATCH wrote:Equity Champ, Now VFIN PE is around 6, So whats your predictions about the share price.?

Short term target is 80 provided good market sentiments.

suku502

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Better to invest in good shares like this.....

EquityChamp

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Share is good but selling seems to be tooo good.

EquityChamp

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SFIN, VFIN, HDFC, COCR etc all are battered with current market sell-off so hopefully when the things back to normal by next week these counters will start appreciate by more than 10%. Better to collect little by little today and tomorrow.

EquityChamp

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HDFC gave me 9mn short of what I have expected of them but mainly due to lower than expected revenue. Anyway the current result also good given that the share price already dropped to 70 levels. I recommend the current price levels for those who does not have HDFC in their portfolios and can expect 10-20% gain in couple of quarters. Basketball

otara

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@ HDFC

Dr has increased his stake a little... seems to be he is silently collecting. My broker told me one month back but I was reluctant to believe him. Now there are evidence for his silent collection.

After all we all know, what happened to SDB.Good time s ahead for HDFC.

SLFINANCEWATCH

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SLFINANCEWATCH wrote:Equitychamp..

Whats your forcast for VFIN & HDFC 2nd Qtr Profit ?

Acoording to my Calculations VFIN - 110 Mn , HDFC - 146 Mn

VFIN - I was 4 Mn Short and HDFC its 5 Mn Deifference, However Both seems very very good..

For Next Quarter VFIN 140 Mn, And HDFC 152 Mn.. Keep Collecting at these prices.
Very Happy

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Its time to look @ 2nd tier Finance Stocks befor next results release

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