Financial Services-Mother of all sectors!

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Topic: Financial Services-Mother of all sectors!

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vip1
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Joined: 09/Oct/2006
Location: India
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Posts: 492

Posted: 19/Jan/2007 at 1:53pm

Kotak has the following Products:

Branch banking

Retail loans

Corporate Banking

Treasury

Asset Reconstruction

Asset Management(Mutual Fund,Real Estate Fund,Private equity etc.)

Investment banking

Broking-Cash & Derivatives

Life Insurance

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vivekkumar_in
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Joined: 19/Sep/2006
Location: United States
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Posts: 606

Posted: 19/Jan/2007 at 11:10pm

Originally posted by basant

Originally posted by vip1

Kotak Bank maybe ,can qualify as one which already is under discussion at TED.

Excellent value. Kotak is the largest indian brokerage controlling about 9% of total volumes on NSE/BSE. That demerger could give a 3 bagger but we need to know the valuations of its different businesses.

mmm.. 9% of total volume and it is no 1 in brokerages.. I perhaps see indiabulls & ICICIdirect to be mode aggressive in brokeraging...May be I am not seeing something you are.. Is Kotak gaining share or is it lossing to one of these agressive players ?

However Basanji, you feel Kotak can be a 3 bagger

from here.. due to the demerger ? Any indicative timeline of the demerger ?

Regards,

Vivek

Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch

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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posted: 19/Jan/2007 at 1:08am

Basant jee, just based on the demerger, you feel Kotak can be 3-bagger...from current level of Rs. 447? In next 1 year, 3-bagger or more than 1 year?

Can the demerger take more than 1 year from let's say, today??

Edited by omshivaya - 19/Jan/2007 at 1:10am

The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it

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basant
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Joined: 01/Jan/2006
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Posted: 19/Jan/2007 at 8:51am

Not sure about that bagger stuff here since these seperate business structures are yet to be decided in terms of holdings etc. But yes after the demerger it should create real return but the problem is what if the demerger happens in 2009? It is really for the very patient and content investor rather then for greedy ones (like me)!!!

'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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xbox
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Joined: 10/Sep/2006
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Posts: 2001

Posted: 01/Feb/2007 at 12:18pm

I borrow little bit from RDPD guy. Most of the time he talk about assets and liabilities. In ideal scenario out assets should support liabilities.

In cash-flow book he talked about loan and savings. He told all secure/unsecured are assets of lender and liabilities to borrower (I was shocked!!!) and all saving are liabilities of Banks and assets of customer.

Now my stuff ...

Naturally everybody wants to own assets and minimize liabilities. Any doubt ?? I guess no...

Now recall those Fixed deposit advertisements from ICICI Bank etc. Why do they want to take liabilities and spend money in advertisements ? Answer is quite there in question.

Remember Banks can see thing much clearer as compared to us. Needless to say where interest rates are moving. All FD customers ppl hold-on for 3-6 months.

Don't bet on pig after all bull & bear in circle.

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Siddhartha
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Joined: 03/Sep/2006
Location: India
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Posts: 108

Posted: 01/Feb/2007 at 5:55pm

There is one intresting fact to know in the world of Finance. Financial transcation in the world are at their highest level, 50 times more than real production.

Deravites, options, currency and shares and many more and more...

Is it good for world economy this 50 times more transaction than real production?

Finance sector is really booming and I was some month ago in "Deutsche Börse" and the guy who was economist taking seminar, saying that German market is enough big for their company. But from first look every thiing looks saturated.

Sol, the real question is,

Are they provide efficinent market?

But what when one Soro can move economy of one country?

As I heard from another well know economist, These financial transaction are only good when they are regulated. But as per his opinion there is no mechanisum to regulate these trasantion.

Westen world is really worrying about it.

We should also consider this factor in India. As our market is very small, we don't have any problem but problem in westen world have also big impact on our Market.

Edited by Siddhartha - 01/Feb/2007 at 5:57pm

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kulman
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Joined: 02/Sep/2006
Location: India
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Posts: 9319

Posted: 04/Feb/2007 at 6:47am

The Big Bank Theory

• Proposal is based on the Percy Mistry panel suggestions to develop Mumbai as a global hub
• The suggested entity, with a balance sheet size of over $500 billion, will fund M&As
• Right now, small balance sheet restricts Indian banks from raising funds at competitive rates
• The entity needs to comply with the Companies Act; its arms to be governed by present regulators

The government is planning to develop at least one massive holding company in the financial sector with a balance sheet size of over $ 500 billion. This company can offer a menu of financial services to corporate India’s big boys that are aggressively reaching out.

Life can only be understood backwards—but it must be lived forwards

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SORUB
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Joined: 01/Dec/2006
Location: India
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Posts: 155

Posted: 05/Feb/2007 at 1:09pm

what will be the effect of this holding company on banks? huge megers i guess!!!

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