Thursday, August 29, 2013

Most PSU Bank stocks are selling at throw away prices, best time to pick up now.

I have never seen such distress selling and manipulations in Indian stock markets and also in Forex exchange in the last 35 years of my active life. Please mind it, such situations do not last long as market equilibrium forces starts to come into play to bring some sanity in the market. Therefore, please use this opportunity to widen your portfolio. Some excellent PSU stocks to add to your portfolio for handsome gains in near future. Do not worry about non performing assets. They will get corrected in future. Back bone of any economy is Banking without which no country can survive. Therefore, this is one industry which has to grow at a rate which is at least twice to thrice the growth rate of GDP for any country.


Dena bank: Dividend yield is more than 10%, at current MP of Rs. 43/-. Expect market price to double in next one to two years.
Current dividend is Rs 4.70 per share. Current EPS is Rs. 22 /-.

Indian Bank: Dividend yield is more than 10%, at current MP of Rs. 63/-. Expect market price to double in next one to two years.
Current dividend is Rs 6.60 per share.

Syndicate Bank: Dividend yield is more than 10%, at current MP of Rs. 63/-. Expect market price to double in next  one to two years. Current dividend is Rs 6.70 per share.


Union Bank: Dividend yield is more than 8 %, at current MP of Rs. 98/-. Expect market price to double in next  one to two years. Current EPS is Rs 37 /- and Current dividend is Rs 8.0 per share.


Corporation Bank: Dividend yield is more than 7.5 %, at current MP of Rs. 251 /-. Expect market price to double in next one to two years. Current EPS is Rs 92 /- and a divident of Rs. 19 /- per share.


Please remember that dividend yield has to fall to a level of less than 3% for any good stock. Therefore, stock prices have to rise, if EPS of the company does not fall in future. All the above stocks are selling at less than two to three times the price to earnings multiples, which is ridiculously low. A reasonable P/E multiple for any good PSU banking stock should be in the range of 6 to 8. EPS of first three above stocks is in the range of Rs 22 /- to Rs 33 /- and expected to be in this range for future year 2014 also. 

Most important: Please invest in small lots, always. Adopt systematic investment plan to take advantage of market volatility. Never be in a hurry to buy as if there will never be a second chance. Market gives repeated chances to buy stocks at reasonable prices.


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