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Message Icon Topic: Kotak Mahindra - All in one! Post Reply Post New Topic
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xbox
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Quote xbox Replybullet Posted: 23/Nov/2006 at 11:38am
if you want to buy leader in Banking sector which one you would go for..
1. SBI
2.ICICI Bank
3.HDFC BANK
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On the basis of leadership, order is correct.
Leader is not always mean more profitable, better roe, per etc. etc.
One needs to rate these based on current valution and future growth.
Don't bet on pig after all bull & bear in circle.
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Quote reetesh Replybullet Posted: 24/Nov/2006 at 12:40pm
Not sure about's investment and tdrading businesses. Kotak has just exited global partner. In my opinion they should have retained Goldman.
More or less kotak is Lala company not a professionaly managed company like icici and hdfc etc.
I wish good luck to Mr. Kotak.
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Although I am not a stake holder here (not yet) but on Mr. Kotak behalf let me thank you for your thought. If Kotak is a LALA company then Uday kotak is very smart person I wonder how a LALA can run a bank? LALA can run a retail company (Kirana shop in a way) like Kishore Bhiyani. Although he is also getting into Financial Services.. Nice thought though...
 
Note: Some part of my reply is thought some of it Joke.
When going gets tough, that’s when tough (people) gets going.
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Quote reetesh Replybullet Posted: 24/Nov/2006 at 12:57pm

Please note that there is no de-merger of Kotak Securities with Kotak Bank.

The Bank has announced de-merger of the Primary Dealership division of Kotak Capital Company Limited into the Bank, which is in progress.

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Sir, This is reply what I got when I enquired about de-merger of its Trading Division, what does this mean?
When going gets tough, that’s when tough (people) gets going.
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Quote basant Replybullet Posted: 24/Nov/2006 at 1:06pm
Means what I was thinking and what the channles reported is not happening. To find out what is happening I am still scratching my head
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Quote reetesh Replybullet Posted: 24/Nov/2006 at 1:35pm

Sir, is it advisable to look at consolidated numbers or just bank operation numbers?

When going gets tough, that’s when tough (people) gets going.
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Quote basant Replybullet Posted: 24/Nov/2006 at 2:18pm
Always consolidated since the stock price denotes all businesses.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Quote reetesh Replybullet Posted: 24/Nov/2006 at 3:07pm
Right.
When going gets tough, that’s when tough (people) gets going.
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Quote reetesh Replybullet Posted: 24/Nov/2006 at 12:53pm
Tried to find out there stake in Business Standard, if they have not sold anything then they are at this point majority shareholder in Business-Standard (51% stake).. But hard to believe....
When going gets tough, that’s when tough (people) gets going.
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