Good thread please keep it going . On the banks side I feel there's more to be appreciated with economic recovery. Different industries use different valuation modes and banks are usually valued using PBV . And when you take the forward book values sector is still undervalued ...
Good point. But I think other banks are going up because HNB , COMB , SAMP and NDB holds the largest share of ISB holdings . Since the debt restructuring is now complete, people think impairments will be provisioned back to the banks books. Which will be billions in rupees .
Some publicly...