HDFC银行股票讨论区

$HDFC银行(HDB.US)$ finally back in action, indian real estate to grow in double digits, hdfc will be big benefiting company

$HDFC银行(HDB.US)$ they released busines numbers for match quarter and it was very good
HDFC Bank shares rise 2.4% on robust advances and deposits growth

$HDFC银行(HDB.US)$ Why is this ADR increasing even though the NSE one is not?
#fomo #hdfc #india

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DBS: HDFC Bank Ltd – Buy Target Price US$82.00 - Alpha Edge Investing
$HDFC银行(HDB.US)$

$HDFC银行(HDB.US)$2001年上市的印度公司，单一印度市场，当前价格56.88。
5年来营收和净利持续快速增长，平均增速分别为16.3%和22.6%，十年来看也是持续增长，完全看不到周期的痕迹。少数股东净利可以忽略。2023年净资产收益率18.3%，5年算数平均为16.3%。
2024前3季度营收增长87.5%，净利润增长39%，少数股东净利占比从可以忽略增加到2.1%，虽然绝对值不大，但是增长还是非常快的。
5年来资产负债率从87.7%提高到88.7%，目前88.4%。 商誉及其他无形资产占净资产的2.6%。普通股股本在最近12个月增加了66%，稀释非常严重。
目前市盈率17.5，市盈率TTM16.3， 市净率2.5，股息率1.2%，考虑到近期少数股东净利和普通股数量的异动，暂时观望。

Sure, HFs actively trade around positions and what you see might not be completely relevant.
But it's a way to find interesting companies and ideas that you otherwise wouldn't have found.
A thread on this week's major HF 13-F filings ...
1/ Pershing Square Capital
Bill Ackman wasn't fairly active this quarter.
His only move:
• Adding 16.70% to Howard Hughes $The Howard Hughes(HHC.US)$
2/ Chuck Akre: Akre Capital Management
Akre's fund made a ton of moves this past quart...

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Gap Ups
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$HDFC银行(HDB.US)$ sell me