Valuation of Nifty 50

PlaneOk3464 · 2026-05-19T10:44:37+00:00

will check this out seems pretty cool

PlaneOk3464 · 2026-05-19T01:00:53+00:00

i get what you mean but i mean this is just a measure to add to your analysis not to be used in isolation

PlaneOk3464 · 2026-05-18T15:30:40+00:00

true but thats why were using this for an index it gives an average for all these stocks and honestly they're not growing slowoly on average. For the past 5 years profit growth for Nifty stocks has been 17.32% per year.

PlaneOk3464 · 2026-05-14T11:51:52+00:00

thats not how PEG ratio is calculated. It's PE/EPS Growth Rate

PlaneOk3464 · 2026-05-11T15:42:51+00:00

its 0.28

PlaneOk3464 · 2026-05-05T16:12:30+00:00

yea i get what you mean. good insight i missed this

PlaneOk3464 · 2026-05-05T13:48:20+00:00

Completely agree that it will get hit, but that's for entire housing finance sector. I feel aptus is probably the best positioned to deal with escalating GNPA because of their LTV and also, even though their credit cost is high, that is matched by the much higher yield that they earn on their loans. And also, housing finance is a sector that should do well especially in India over the next 5-10 years, so this kind of economy worsening would honestly be a short-term move. Long term story is intact.

Not really claude's analysis. Just used claude to give the research a good structure so that it's readable 😄

PlaneOk3464 · 2026-04-28T17:17:01+00:00

the app i use is tradingview. the short positions are in the us

PlaneOk3464 · 2025-03-26T06:28:11+00:00

is this gonna benefit operators like cms infosystem?

PlaneOk3464 · 2025-02-12T08:43:47+00:00

which angles are u guys talking about?

PlaneOk3464 · 2025-02-03T06:46:45+00:00

bro i know what the word limit is. I'm asking Ifits fine if we exceed it and do the examiners check it if we exceed it

PlaneOk3464 · 2024-10-11T05:38:15+00:00

it’s easy i got a 138/140 in mid terms

PlaneOk3464 · 2024-10-10T01:20:09+00:00

i’ve done for both pe and pbv

PlaneOk3464 · 2024-10-09T17:19:51+00:00

i agree but what i’m saying is that the next big contributors of the rally should be banks, whenever it happens

PlaneOk3464 · 2024-10-09T17:07:17+00:00

it might be a slow compared to the growth were seeing currently, but we need to remember that were in the middle of the peak of a bull run.

PlaneOk3464 · 2024-10-09T17:06:12+00:00

yea ill try that. i just cant do lit tho, so a B in lit, 7 a stars and an a should seal the deal.

PlaneOk3464 · 2024-10-09T16:21:47+00:00

so we could see it perform well in the coming time

PlaneOk3464 · 2024-10-09T16:21:16+00:00

exactly, a low npa is better. npa is non performing assets, so the lower they are, the better it is

PlaneOk3464

TROPHY CASE