Re: {LONGTERMINVESTORS} RBL BANK

NO MATTER WHAT IT IS.              THE PE MULTIPLE FOR RBL BANK IS 43 WHICH IS VERY HIGH RELATIVE TO OTHER BANKS AND KTK BANK IN PARTICULAR KTK BANK PE IS BETWEEN 6 AND 7 AND IS QUOTING BELOW BOOKVALUE WHILE RBL IS QUOTING AT 3.2 BOOK.

RBL HAS BIG PEOPLE WHO CAN TAKE CARE OF SHARE PRICE. MY GUESS IS,            IT WILL  QUOTE 425- 450  IN 6 MONTHS. AS AN INVESTOR ONE CAN BUY RBL AS CHART IS NOW BULLISH.

On Wednesday, 26 October 2016 4:57 PM, Anish Poojara <anish.poojara@gmail.com> wrote:

Friends,

Even if we ignore Karnataka Bank (it was just an investment idea), RBL is too expensive.

Right now there is FII fancy which may disappear after one or two results and the share price will fall in liine with ratios of other banks

Regards,

Anish Poojara

On Wed, Oct 26, 2016 at 3:25 PM, Madhukar K <k.madhukar@gmail.com> wrote:

You mean restructured loans are more for Karnataka bank as a percentage of networth and hence is valued lesser compared to Ratnakar Bank ? 

On Fri, Oct 21, 2016 at 12:54 PM, Suneil Chopda <suneilchopda@gmail.com> wrote:

This might be amenable if you look at the loan book.

On Thu, Oct 20, 2016 at 3:12 PM, 'vij bo' via LONGTERMINVESTORSRESEARCH <longterminvestorsresearch@goo glegroups.com> wrote:

MANY PEOPLE ON TV ARE RECOMMENDING RBL BANK AT CMP.  331.    THIS IS  DISCOUNTED   41 TIMES PE AND MORE THAN 3 TIMES BK VALUE WHICH I THINK IS FULLY PRICED.. RATHER OVERPRICED

ON THE OTHER HAND KTKBANK IS DISOUNTED AT 6.5 TIMES PE AND 0.85 TIMES BK VALUE. KTK BANK IS NOT A PSU BANK AND IS A LIKELY TAKE OVER BANK AT SOME POINT IN TIME

STOCK MARKET IS NOT AMENABLE TO LOGIC

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