BC HDFCLIFE

Gurmeet Chadha
@connectgurmeet 3 years, 10 months ago 504 views

HDFC pack tends to do well post exit by Foreign partner

1.Citibank sold 10% stake in HDFC ltd for ~650 in 2012. Since then, its up 4X

2.Standard life has sold 10%+ stake In HDFC life startin oct 2019 ,dec 2020 n today in band of 575 to 675

Price of HDFC life in next 10 yrs??

Disc - no view or projection. Invested!

More from Gurmeet Chadha

SBI stake in SBI life (55.5%)~67k Cr

SBI stake in sbi cards (70%) ~70k Cr

Stake in SBIMF (63%) unlisted~50k Cr

In SBI general ,capital markets,regional rural banks ~40k Cr

Yono app n digital platform 1-1.5 lac Cr

Total value 3.5-4 lac cr

SBI Current mkt cap 3.9 lac cr

SBI has loan book of 4.8 trillion ( 3.5 trillion individual n 1.3 corporate) . Reduced its Gross NPA by 43% in last 3 years.

Disc- no reco . Invested

Gurmeet Chadha
@connectgurmeet

While we talk of 100 baggers stocks,
#DidYouKnow there r equity MFs where NAV has gone up 100X in 25yrs

Birla Flexicap NAV 1104
Franklin prima 1444
Nippon growth 1908 (190 X)
Birla 95 fund 1035
Hdfc equity 911

It’s not MF Vs stocks ,it’s abt making a right combo which suits u!

Disc - no reco.

Gurmeet Chadha
@connectgurmeet

Divis labs -one of the best wealth creators since it’s IPO (over 500 X) has corrected more than 20% multiple times

Corrected 50% twice -In 2008 & 2016

Best of names go thru corrections. Think long term n Focus on business performance over price performance

#digitalcompounders

Disc - Invested. No reco

Gurmeet Chadha
@connectgurmeet

#DidYouKnow
Vinati Organics is worlds largest manufacturer of IBB & ATBS

ATBS-2-acrylamido 2 methylpropane sulfonic acid. 65% global share,usage in water treatment, synthetic fibres, personal care & oil & gas

IBB-isobutyl benzene,key raw material for ibubrofen (OTC painkiller)

Key Trigger :for Vinati came in Jan 2018 when US chemical giant Lubrizol stopped production of ATBS

Co started with a small capacity of 1000 TPA in 90s & gradually expanded to 26000 TPA for ATBS. It also has 65% market share in IBB wid a capacity of 16000 TPA

Disc-no reco

Gurmeet Chadha
@connectgurmeet

Revisiting value of HDFC Ltd stake in group cos

1) 117 cr shares of HDFC Bank valued 1.75 lac Cr

2)101 cr shares of HDFC Life ~70000 Cr

3)11cr shares of HDFC AMC ~32000 cr

4)50% stake HDFC Ergo ~25000 cr

5)100% stake Credila Finance ~20000 cr

6) 10% Bandhan Bank ~5000 cr

7) small stake in NSE (unlisted ), RBL Bank , Yes Bank , CDSL , NSDL , CIBIL , CAMS valued at Rs 10,000 cr

Total ~3.3-3.4 Lac crore

Current market cap - 4.5 lac crore

Core loan book as on March 2021 is Rs 5.7 lac crore..

Data - HS Kohli

More from Hdfclife

SmartSyncServices.com
@SmartSyncServ

Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360

CREDIT ACCESS GRAMEEN

SUVEN PHARMA

NIPPON LIFE INDIA ASSET MANAGEMENT

HEIDELBERG CEMENT INDIA

$TradingView India \U0001f1ee\U0001f1f3$

TradingView India 🇮🇳...
@in_tradingview

#HDFCLIFE - Only for learning Purpose - TradingView -

Steve Nison
@nison_steve

HDFC Life - for safe traders it is now at bottom of the range for few points. However, a slow counter.

Must have portfolio stock for the long term. Rectangle consolidation after since long.

Himanshu Chauhan
@pahari_trader

#HDFCLIFE (daily)
- Major Support near 655-661
- Taking Support over demand zone
- Bounced thrice from demand zone
- Need a volume triggered bounce
- Buy above 660-63
- Stoploss 639
- Target 678/694/711/729+
#SwingTrade

Harinder S Nanda
@harindersnanda

#HDFCLIFE has come up with its first integrated report ever for the year 2020-21

Tried to cover some insights from the report in this thread 😊🧵

Report link:
https://t.co/UEwyFs6352

@soicfinance @ishmohit1 @suru27 @aditya_kondawar @dmuthuk @itsTarH @HDFCLIFE

Retweet pls 👍🏼

REFLECT :: RESHAPE :: RESURGE
Vision to be the most successful and admired life insurance company, which means that we are the most trusted Company, the easiest to deal with, offer the best value for money and set the standards for the industry. “THE MOST OBVIOUS CHOICE FOR ALL”.

🖊 First private insurance company to get license from IRDA in 2000. Later commenced business in 2001.
🖊 Key strengths include customer centric approach, diversified distribution, balanced product portfolio, Robust risk management and digital capabilities.

🖊 It has a bouquet of innovative protection, pension, saving, investment and health solutions
🖊 20636 employees, 390 branches, 300+ partners and 1lac fin consultants
🖊 4 cr lives insured, new business sum assured 5.76 lac cr, AUM 1.74 lac cr, indian embedded value 26.6 k cr

🖊 Key 2021 figures - Total premium 38.5 lac crore, value of new business 2185 crore, PAT 1360 crore and solvency 201%
🖊 See powerful growth drivers in one of largest and under penetrated market like India. Expect Protection and Retiral segments to grow faster than Savings

Sushruta (circa 7th or 6th century BC) was a surgeon who in present times is known as the “father of Indian medicine” and “father of plastic surgery” for inventing and developing surgical procedures. He lived in Kashi on the banks of river Ganga.(1)

His work documented in the Sushruta Samhita (compendium) is one of the oldest texts in the world on plastic surgery and regarded as one of the trilogies of Ayurveda. The other 2 being the Charaka Samhita and Astanga Hridaya.(2)

Sushruta compiled the Sushruta Samhita as an instruction manual for physicians to treat patients.(3)

The Samhita caters to surgical techniques listing over 300 surgical procedures and 120 surgical instruments. Additionally to 1,120 diseases, injuries and their treatments with over 700 medicinal herbs and their application.(4)

James Clear
@JamesClear

My top 10 tweets of the year

A thread 👇

https://t.co/xj4js6shhy

Entrepreneur\u2019s mind.
Athlete\u2019s body.
Artist\u2019s soul.
— James Clear (@JamesClear) August 22, 2020

https://t.co/b81zoW6u1d

When you choose who to follow on Twitter, you are choosing your future thoughts.
— James Clear (@JamesClear) October 3, 2020

https://t.co/1147it02zs

Working on a problem reduces the fear of it.

It\u2019s hard to fear a problem when you are making progress on it\u2014even if progress is imperfect and slow.

Action relieves anxiety.
— James Clear (@JamesClear) August 30, 2020

https://t.co/A7XCU5fC2m

We often avoid taking action because we think "I need to learn more," but the best way to learn is often by taking action.
— James Clear (@JamesClear) September 23, 2020

$Coffee Sloth \u2615$

Coffee Sloth ☕
@CaseyExplosion

*Heads-up that this thread will feature some extreme examples of homophobia and transphobia.*

Hey folks, have you ever wondered why trans people face constant accusations of fetishism, sexual predation and child abuse/grooming? Well, today let's talk about stochastic terrorism.

So, first we have to talk about what stochastic terrorism actually is. Remember when there was a conspiracy that there was a pedophile ring operating out of a pizza parlour basement, and a crazed gunman showed up? It's that sort of incitement that stochastic terrorism describes.

It's the demonisation or incitement against a group of people or individuals with the intent that other, unaffiliated parties will act upon it; it's the releasing doctored footage and a shooter show up at Planned Parenthood as a direct result of what he's been led to believe.

So with that in mind, let's talk about Russia's extreme anti-LGBT laws that banned the "promotion" of LGBT lifestyles to children. A move that specifically marked LGBT people as a threat to children, and resulted in neo-nazis meting out vigilante "justice" against gay men.

Groups such as this would lure unsuspecting gay men via dating sites, and brutalise and humiliate them on camera. They did so under the guise of combating child abusers, one group calling themselves "Occupy

David Rothkopf
@djrothkopf

If there is one thing I have learned it is that people love bullshit. They buy bullshit stories from professional bullshit artists, accept bullshit philosophies, purchase bullshit how-to-books, vote for bullshitting politicians.

At first, I resisted believing this because it is illogical and dumb and frankly, doesn't reflect well on the human race of which I am a member (and thus have long been hopeful that it is more of a distinction than it actually turns out to be.)

But if you actually are interested in facts you begin to notice how little most people care for them. Sometimes it is because they are heard to learn and bullshit is so much more widely and easily available. Sometimes it is because facts make them uncomfortable about themselves.

Sometimes it is because just one tiny fact will upset a whole worldview that has grown as comfortable as an overstuffed chair. (Settling into such worldviews is a lot like settling into chairs like that because the longer you're there and the deeper you sink...

...the harder it is to hoist yourself up and out of your fat-assed intellectual laziness.) But I actually think the reason people have such an appetite for bullshit goes deeper, goes to an aspect of ourselves we just can't accept.

HDFC pack tends to do well post exit by Foreign partner1.Citibank sold 10% stake in HDFC ltd for ~650 in 2012. Since then, its up 4X 2.Standard life has sold 10%+ stake In HDFC life startin oct 2019 ,dec 2020 n today in band of 575 to 675Price of HDFC life in next 10 yrs??

More from Gurmeet Chadha

More from Hdfclife

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HDFC pack tends to do well post exit by Foreign partner

1.Citibank sold 10% stake in HDFC ltd for ~650 in 2012. Since then, its up 4X

2.Standard life has sold 10%+ stake In HDFC life startin oct 2019 ,dec 2020 n today in band of 575 to 675

Price of HDFC life in next 10 yrs??