2 out of favour stocks which Rakesh Jhunjhunwala is extremely bullish on

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결론: 라케시 준준왈라가 강하게 낙관하는 저평가 종목으로 ICICI뱅크와 타타스틸을 소개하며, 두 종목 모두 긍정적 전망을 제시함. ICICI뱅크: 가격 약 300.65루피, 시가총액 약 93,340크로어, PER 28.5배(업종 PER 32.6배 대비 저렴), 배당수익률 0.83%. 최근 1년 차트는 등락이 심하고 큰 상승은 없었음. 준준왈라는 ICICI뱅크가 HDFC뱅크의 특성(CASA 비율)을 지녔다고 평가하며, FY19에 개선이 나타나고 FY20에는 깨끗한 성장과 ROA·ROE 회복이 이어질 것으로 전망함. 레거시 부실 문제를 가진 민간은행들은 FY19·FY20에 개선될 것이라고 봄. 또한 NCLT와 IBC(파산법)가 신용 규율을 정착시킬 것이며, 시장이 IBC와 NCLT의 장기적 효과를 과소평가하고 있다는 견해를 제시함. 타타스틸: 가격 약 560.185루피, 시가총액 약 67,653크로어, PER 16.22배(업종 PER 16.63배와 유사), PBR 1.17배, 배당수익률 1.78%, ROE 0.2711, 프로모터 지분 32.41%. 1년 차트는 전반기 상승 추세 후 최근 조정을 받음. 철강 사이클 상승으로 부실 기업들이 고속 회복 국면에 들어섰으며, 타타스틸도 그중 하나라고 설명함. 준준왈라는 현재 철강 가격이 유지될 경우 타타스틸 주가가 크게 오를 것으로 전망함. 진행자는 영상 내용이 추천이 아니며 개인 리서치가 필요하다고 고지함.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. equities if you like our in this video we'll be talking about two out of favor stocks which rock is June June Walla is extremely bullish on please was this video to know more about these stocks now the first stock on the list is ICICI Bank Limited which is available at rupees 300 dot six five and the face value for this company is - the symbol for it is ICICI ba m'kay now ICICI Bank Limited is a banking company engaged in providing a range of banking and financial services including commercial banking retail banking project and corporate finance working capital finance insurance venture capital and private equity investment banking Treasury products and services also a lot of other services if you were to look at it the one year chart is a very choppy one and no major wealth has been created here the company is a large cap and the market capitalization here is one like ninety three thousand three hundred forty dot four nine cross 28.5 - which is cheaper compared to the industry P of 32.6 zero the company's dividend yield is zero point eight three now rotten onion wallah is extremely bullish on troubled banks he says ICICI Bank carries characteristics of HDFC Bank in terms of Casa for ICICI Bank FY nineteen will see repair and FY twenty will be a year of clean growth return on assets and return on equity of private banks with legacy problems will improve in FY 19 and FY 20 is what mr.

02. jr. Nuala fields he also says that NC LT and IBC will inculcate a series of credit discipline and people are under estimating long-term benefits of IBC and NC LT is what he feels now the second stop on the list is Tata Steel Limited which is available at rupees five sixty 1.85 and the face value for this top is ten the symbol for it is ta ta s t WL now Tata Steel Limited is a diversified steel producer engaged in the business of steelmaking including raw material and finishing operations the company's segments are steel and others now if you were to look at the one-year chart you would see that this stock can be divided into a chart of two parts the first part of which was on a consistent uptrend whereas recently the stock has corrected the market cab of the company is sixty seven thousand six hundred fifty three or four five crores which the company is a large gap one the EPS of 34.6 3 translates into a price to earnings ratio of 16.2 2 which is largely in line with the industry P of 16.6 3 the book value of 4 78.8 7 translates into a price-to-book ratio of 1 point 1 7 which again is reasonable the dead liquidy for this company is a bit high at 1 point 4 5 6 8 whereas the return on equity is 0.271 1 the dividend yield provided with this company is 1.78 whereas the promoter holding is a bit low at 32.4 1 now recently with the uptick in the steel cycle all of the companies which were distressed have moved into high gear and this is one of them now rotties children wallah is extremely bullish on Tata Steel as he sees major rise in a victor if steel prices remain at current levels now friends having seen the video please don't consider any of these to be recommendations on our part please go ahead and do your own research this and all of the content that you see on our channel is intended to be a piece of news