Tushar Pandey
Tushar Pandey
  • Видео 147
  • Просмотров 52 089

Видео

Action Construction Equipment: is there still a potential upside?
Просмотров 14714 часов назад
Link to the detailed Business Model Analysis of Action Construction Equipment: ruclips.net/video/72Uu_BdqUAs/видео.htmlsi=-QWpJlK3ONqV_NwL All images are taken from corporate documents of the company. This is only for educational purpose. #Actionconstructionsharenews #actionconstructionlatestnews #actionconstructionstockanalysis #actionconstructionshareanalysis
Dhabriya Polywood Q2FY25: complete discussion. Still reasonably valued.
Просмотров 2012 часа назад
Link to Q1FY25 and Business Model Analysis of Dhabriya Polywood: ruclips.net/video/pmATvGOSXaM/видео.htmlsi=spwrMS0BSe5l8DQF This is purely from educational point of view. All images are taken from corporate documents #dhabriyapolywood #dhabriyapolywoodshareanalysis #dhabriyapolywoodstockanalysis #dhabriyapolywoodlatestnews
Ujjivan Small Finance Bank: Complete Q2FY25 complete analysis. What’s wrong?
Просмотров 4934 часа назад
Link to the complete Ujjivan Small Finance Bank’s Q1FY25 results analysis: ruclips.net/video/og7RgdkI-qo/видео.htmlsi=-uoRCa86hXboCysN All images are taken from corporate documents. This is only for educational purposes. #ujjivansmallfinancebank #ujjivanbank #ujjivanshare #ujjivanshareanalysis #ujjivansharenews #ujjivanstockanalysis #ujjivanlatestnews
Samhi Hotels: Q2FY25 Results Discussion. Future Growth & Valuations
Просмотров 6497 часов назад
Link to the Complete Business Model Analysis of Samhi Hotels: ruclips.net/video/8IGXErC9Ld4/видео.htmlsi=KGPMYXvdH2Vw6gwu All images are from corporate documents. Only for educational purposes. #samhihotels #besthotelstock #cheapesthotelstock #samhihotelsshareanalysis #samhihotelsshareanalysis #samhihotelssharenews
Shilchar Technologies: Well placed to grow. Relatively at better valuations than peers
Просмотров 4249 часов назад
All images are taken from investor presentation This is only for educational purposes #shilchartechnologies #shilchartechnologiesresults #shilchartechnologiesshareanalysis #shilchartechnologiesstockanalysis
Dynamic Cables: Q2FY25 results discussion & plans ahead. Valuations discussed too
Просмотров 31712 часов назад
Source for images: Investor Presentation Only for educational purposes #dynamiccables #dynamiccablesresults #dynamiccablesshare #dynamiccablesstockanalysis #beststockstobuynow #undervaluedstocks
Tilaknagar Industries: discussing Q2FY25 results & growth prospects
Просмотров 29116 часов назад
This is only for educational purposes. Link for Tilaknagar Industries Complete Business Model analysis: ruclips.net/video/OQF5fBQ4aac/видео.htmlsi=f9_qr7Zfid_oVcmm #tilaknagarindustries #tilaknagarindustriesshare #tilaknagarindustriesshareanalysis #tilaknagarindustriesresults #tilaknagarindustriesstockanalysis
APAR INDUSTRIES: Q2FY25 results discussion. My thoughts on valuations.
Просмотров 87821 час назад
This is only for educational purpose. #aparindustries #aparindustriesresults #aparindustriessharenews #aparindustriesshareanalysis
CarTrade Tech: KEEP AN EYE OUT. Discussing Q2FY25 results and growth prospects
Просмотров 321День назад
This is only for educational purposes. #cartrade #cartraderesults #cartradeshareanalysis #cartradestockanalysis #cartradesharenews #cartradecompleteanalysis
Skipper: add this company to your watchlist. Growing much beyond its guidance
Просмотров 71214 дней назад
This is only for educational purposes. #skipper #skipperresults #skippershare #skippershareanalysis #skipperstockanalysis #skipperlatestnews #skipperstocknews
Bikaji Foods & Mrs Bectors Food: Analysing their business models and prospects
Просмотров 32814 дней назад
This is only for educational purposes. #bikaji #bikajifoods #mrsbectorfood #mrsbectorsfoodresults #bikajifoodsresults #bikajifoodsshareanalysis #mrsbectorsshareanalysis
IDFC First Bank Q2FY25 Results: NOT THAT BAD. Too much negativity being spread
Просмотров 1,5 тыс.14 дней назад
This is only for educational purposes. IDFC First Bank Q1FY25 analysis: ruclips.net/video/STQkaWm80RU/видео.htmlsi=WkgEzJQe_9O9Ttqr #idfcfirstbank #idfcfirstbanksharenews #idfcfirstbankresults #idfcfirstbanksharenewstoday #idfcfirstbankshareprice #idfcfirstbankstocknews #idfc_first_bank_share
Poonawalla Fincorp 16% down. But why? Complete discussion for max clarity
Просмотров 58921 день назад
This is only for educational purposes. #poonawallafincorp #poonawallafincorpresults #poonawallafincorpshareanalysis #poonawallafincorpdowntoday #poonawallafincorpsharenews
Why are FMCG stocks falling? Complete discussion for maximum clarity
Просмотров 51221 день назад
This is for educational purpose only. #hindustanunilever #nestleshareanalysis #tataconsumersharenews #hulshareanalysis #hulsharenews #nestlestockanalysis #tataconsumershareanalysis #nestleresults
What wrong? I asked the management directly, sharing some insights
Просмотров 41021 день назад
What wrong? I asked the management directly, sharing some insights
HDFC Bank & Gravita India Q2FY25 results discussion
Просмотров 27921 день назад
HDFC Bank & Gravita India Q2FY25 results discussion
Axis Bank & Kotak Bank Q2FY25 results: Average kind, nothing much to celebrate
Просмотров 16521 день назад
Axis Bank & Kotak Bank Q2FY25 results: Average kind, nothing much to celebrate
Polycab & KEI Industries Q2FY25 results: Good revenue growth, margins a miss
Просмотров 37928 дней назад
Polycab & KEI Industries Q2FY25 results: Good revenue growth, margins a miss
Fusion Micro, Suryoday SFB, Utkarsh SFB, ESAF SFB & Godrej Consumer: Discussing updates
Просмотров 289Месяц назад
Fusion Micro, Suryoday SFB, Utkarsh SFB, ESAF SFB & Godrej Consumer: Discussing updates
Q2 results update: Tata Steel, Poonawalla Fincorp, Kalyan Jewellers & Dabur
Просмотров 288Месяц назад
Q2 results update: Tata Steel, Poonawalla Fincorp, Kalyan Jewellers & Dabur
Dhabriya Polywood: a fast growing proxy for Real Estate. Building Materials. 25% guidance
Просмотров 476Месяц назад
Dhabriya Polywood: a fast growing proxy for Real Estate. Building Materials. 25% guidance
Q2 Results Update: IDFC First Bank, Ujjivan SFB, Equitas SFB & Titan
Просмотров 1,6 тыс.Месяц назад
Q2 Results Update: IDFC First Bank, Ujjivan SFB, Equitas SFB & Titan
Q2 results update: HDFC Bank, Bajaj Finance & Avenue Supermarts
Просмотров 420Месяц назад
Q2 results update: HDFC Bank, Bajaj Finance & Avenue Supermarts
Market Crash: What I am doing? Am I investing more? Honest Opinion.
Просмотров 389Месяц назад
Market Crash: What I am doing? Am I investing more? Honest Opinion.
Somany Ceramics: valuation comfort against Kajaria. Growth Ahead Likely.
Просмотров 206Месяц назад
Somany Ceramics: valuation comfort against Kajaria. Growth Ahead Likely.
Polycab India: the Leader in Cables & Wires. Complete business analysis.
Просмотров 189Месяц назад
Polycab India: the Leader in Cables & Wires. Complete business analysis.
Kajaria Ceramics: leader in Tiles segment. Back to growing volumes.
Просмотров 241Месяц назад
Kajaria Ceramics: leader in Tiles segment. Back to growing volumes.
Exicom Tele-Systems: Complete Business Analysis and Future Scope
Просмотров 2,2 тыс.Месяц назад
Exicom Tele-Systems: Complete Business Analysis and Future Scope
How to read a BALANCE SHEET: no finance background needed. Trust me.
Просмотров 360Месяц назад
How to read a BALANCE SHEET: no finance background needed. Trust me.

Комментарии

  • @ujjwalgrover4483
    @ujjwalgrover4483 3 часа назад

    Valuations are very cheap for indusind at the moment. I don't see much downside

  • @shantipriya4724
    @shantipriya4724 11 часов назад

    Hi Tushar, I am holding sammancap in my portfolio and they have posted massive losses in current quarter due to write offs. Does that mean Net NPA or Provision. Not enough info is available right now. Also I want to know whether write offs are for legacy book or fresh loans.

    • @EquitiesSamjho
      @EquitiesSamjho 10 часов назад

      don’t worry, i too have a small allocation in Sammaan Cap. will be making a detailed video on it after I listen in to the earnings call.

  • @hrishikeshduttagupta3062
    @hrishikeshduttagupta3062 14 часов назад

    Your videos are very genuine, I very much like going through each one of them, please keep it up.

    • @EquitiesSamjho
      @EquitiesSamjho 13 часов назад

      thank you so much for the feedback ☺️

  • @finvestor-v6m
    @finvestor-v6m 14 часов назад

    Your collection of shirts are on point...from where do you buy them?...anyways...excellent analysis...keep up the good work

    • @EquitiesSamjho
      @EquitiesSamjho 14 часов назад

      thank you for both the compliments 😃This one was from H&M, corduroy one. Baaki I buy from different places, mostly H&M and Mango.

  • @arijitkarmakar5050
    @arijitkarmakar5050 16 часов назад

    Sir, I am confused between the jewelry sector's B2B and B2C players. B2B players growing at 70-100% and B2C growing at 30-40% ..........kaha invest karna best hoga

    • @EquitiesSamjho
      @EquitiesSamjho 15 часов назад

      both seems good as of now… but remember B2B can’t really play with their margins after a certain point in time. B2C can do so with studded jewellery segment.

  • @StockerStore
    @StockerStore 16 часов назад

    Bhagega ya nhi?

  • @shubhamthehunkful
    @shubhamthehunkful День назад

    Bhai kch company bolo analysis kroge

  • @manishranjanpersonalfinance
    @manishranjanpersonalfinance День назад

    Bhaiya as i have said earlier i am learning a lot from you the way you analyse if possible can you consider making a video on how to manage a high growth portfolio like allocation percentage and all (although i know it’s different for everyone acc to their risk appetite) but in general or how you manage your ones (not asking for stock list in your pf 😂) hope you got what i am trying to convey

    • @EquitiesSamjho
      @EquitiesSamjho День назад

      bhai aisi videos mai time lagega. aise hi kuch bhi bolna nahi chahta mai videos mai. mera koi fixed strategy nahi hai, i am very active with my investments. but with time, banaunga aisi videos bhi.

    • @manishranjanpersonalfinance
      @manishranjanpersonalfinance 19 часов назад

      @ sure will be waiting 😊

  • @Thevalueinvest
    @Thevalueinvest День назад

    problem ye he busniss expand fast nehi ho r ,, growth slower

  • @rickfool1452
    @rickfool1452 День назад

    saar plz do shemaroo & rushil decor saar

    • @EquitiesSamjho
      @EquitiesSamjho День назад

      yes i’m planning to cover rushil decor but don’t know when

  • @EquityWealthCreation
    @EquityWealthCreation День назад

    Very Good sir 🎉🎉🎉🎉

  • @farhanakhtar5923
    @farhanakhtar5923 День назад

    Good buddy ❤

  • @Itlumeegodarollaammayi
    @Itlumeegodarollaammayi День назад

    Hi Tushar, can you please share your in-depth analysis on Indusind bank. The MF loans percentage is 10% then why the provisions increased so much. I'm holding the stock with 25% loss. I wanted to understand the future perspectives. Hope you will soon share an analysis on indus ind bank

  • @manishranjanpersonalfinance
    @manishranjanpersonalfinance День назад

    He is the best example how people in India just run behind influencers with subs count and appreciate them on suggesting stocks with extemely poor growth Hdfc lelo and all

  • @abhishek-en7dj
    @abhishek-en7dj 2 дня назад

    Please do the correction. A company gets operating leverage due to fixed cost. With rising sales fixed cost doesn’t rise and hence the leverage.

  • @rickfool1452
    @rickfool1452 2 дня назад

    if he thinks you're well educated & rich he won't take your request. if he thinks you're a poor retail investor he'll take your request. 😅 a socialist disguised as a capitalist

  • @DR7dhanraj
    @DR7dhanraj 2 дня назад

    Arman ke result pr banao

    • @EquitiesSamjho
      @EquitiesSamjho 2 дня назад

      I will discuss some companies in the Micro Finance segment, please take cues from them and try to analyse Arman on your own.

  • @themssoni
    @themssoni 2 дня назад

    Tushar can you please cover Mas Financial Services too. Also raymond lifestyle

    • @rickfool1452
      @rickfool1452 2 дня назад

      basant maheshwari ko pucho.

    • @EquitiesSamjho
      @EquitiesSamjho 2 дня назад

      Hi, I will cover similar companies in the sector. You can take cues from them and analyse specific companies based on the analysis.

    • @themssoni
      @themssoni День назад

      @@rickfool1452 ok

  • @dklearning2247
    @dklearning2247 2 дня назад

    Hi Tushar, can you please make videos on how to do fundamental Analysis

    • @EquitiesSamjho
      @EquitiesSamjho 2 дня назад

      its really hard to make a video on that. but i will try and see how I can make something like this

    • @dklearning2247
      @dklearning2247 День назад

      @@EquitiesSamjho ok, Tank you.

  • @PAHADI_Staar22
    @PAHADI_Staar22 2 дня назад

    Sir aap bhout acha explain krte ho

  • @suresh-yw9lp
    @suresh-yw9lp 2 дня назад

    Hi bro. Share u r view on Electrosteel Casting. if time available please do the analysis.

  • @SparshSetiya-k3y
    @SparshSetiya-k3y 2 дня назад

    Nice

  • @ritveekgarg
    @ritveekgarg 2 дня назад

    Thank you so much for such an insightful video!

  • @rajnishkumar76
    @rajnishkumar76 2 дня назад

    Sir… what’s wrong with Supreme power. Is there a problem with management? Why is this stock not going in spite good sales number?

  • @shyamdeotewary1082
    @shyamdeotewary1082 2 дня назад

    Thanks

  • @Saju-dn2zi
    @Saju-dn2zi 2 дня назад

    Is it the right time to invest slowly after the quarter results around 400

    • @EquitiesSamjho
      @EquitiesSamjho 2 дня назад

      I’ve no idea boss

    • @Saju-dn2zi
      @Saju-dn2zi 2 дня назад

      @EquitiesSamjho ..if u can't even give an opinion, I've no idea what to say

    • @EquitiesSamjho
      @EquitiesSamjho 2 дня назад

      @@Saju-dn2zi please don’t say anything in that case. Plus I’m not your financial advisor, hire me and I’ll share my opinion with you. Free mai sab kuch nahi milega boss.

    • @Saju-dn2zi
      @Saju-dn2zi 2 дня назад

      So desperate, cheez ..thank you

  • @rishabhshetty3361
    @rishabhshetty3361 3 дня назад

    Great video!! Make a detailed video on Tracxn Tech

  • @akashchoudhary9657
    @akashchoudhary9657 3 дня назад

    Great video brother! Much awaited. Ek question hai: company ka ESOP cost kam ho rha hai and aagey jake aur bhi kam hoga. Plus, inka finance cost bhi neeche ja rha hai (hopefully aisa hi rahega agr ye aur debt raise nahu krte) Aap kitna EBITDA and PAT estimate kr rahe ho FY26 and FY27 ke liye? A guess if things go as expected. Just wanted to see if you’ve run these numbers. Thanks!

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      @@akashchoudhary9657 thank you Akash. I didn't run numbers because a lot of inventory will come live now and it's hard to predict the numbers. But I can tell you that their cost of funds is at 9.5% and debt is long term (10+) years. Finance costs might not escalate much from this point unless of course they take on more debt. No idea about how ESOPs will move but it should remain manageable. PAT should ideally grow from this point onwards.

    • @akashchoudhary9657
      @akashchoudhary9657 3 дня назад

      @@EquitiesSamjho Thanks so much, bhai! Really appreciate your input!

  • @nabhchoudhary7763
    @nabhchoudhary7763 3 дня назад

    I think, Holiday Inn manage karega ITPL Whitefield ki property

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      Not possible. Holiday Inn caters more to mid-scale. It has to be upscale.

    • @VikashKumar-gb1ed
      @VikashKumar-gb1ed 3 дня назад

      Correct , in October they acquired Inmar tourism with 142 rooms + surplus land for 200 rooms to upscale and this will be managed by Holiday Inn

    • @VikashKumar-gb1ed
      @VikashKumar-gb1ed 3 дня назад

      Tushar do they disclose how revenue split happen between samhi and brand operating there hotels like Hyatt,Sheraton,courtyard

    • @nabhchoudhary7763
      @nabhchoudhary7763 3 дня назад

      ​@@EquitiesSamjhoIn October's first week concall, they mentioned partner would be finalized in a week. I took a look at their website in list of hotels

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      @@VikashKumar-gb1ed no I don't think so, that's very strategic. At least I've not seen them share their revenue split

  • @vaibhav29991
    @vaibhav29991 3 дня назад

    Amazing video, Tushar! :) I'm already invested in Samhi (have been tracking it since last quarter), but I was thinking of topping up with a small amount. Do you think it’s better to wait for the Q3 numbers before doing so?

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      Hi Vaibhav, I seriously avoid suggesting what to do because I also go wrong at times. In my opinion, H2 should be better. It has historically been better. Rest, investing decision should only be yours.

  • @EquityWealthCreation
    @EquityWealthCreation 3 дня назад

    Yatharth hospital Concall ke upar video Sir

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      ayega… but please try to understand that there are so many businesses to cover for me. i will make a video on Narayana and Yatharth soon.

  • @sulabhsamaiya6331
    @sulabhsamaiya6331 3 дня назад

    Plz put ur comments on q2 results

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      I posted a community post about the results. Margins got severely impacted. I can only give any meaningful view once I listen to the earnings call.

  • @akashchoudhary9657
    @akashchoudhary9657 3 дня назад

    Hello Tushar bhai! Great video as always! Would love to see your take on BLS International. They’re one of the top players in the visa outsourcing space, operating in over 60 countries with 46+ government clients, and acquisitions bhi kaafi kr rahe left and right. The company posted good results in both Q1 and Q2. Valuations also look attractive right now. They’re expanding aggressively with multiple new contracts and maintaining high profitability in a largely cash-based, asset-light model. Broader e-governance services mein bhi expand kr rahe ye. I'm sure agr aap dekhoge isey toh apko acha hi lgega ye business, but no worries if you don't feel like tracking this space. Thank you! :)

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      Just checked BLS international. The business space is something that I don't really understand. Not my area of competence. I stick to my areas of competence, the margin for error is less that way. Sorry.

    • @akashchoudhary9657
      @akashchoudhary9657 3 дня назад

      @@EquitiesSamjho Totally understandable! Thanks for considering and looking into it :)

  • @TheAmitmsawant
    @TheAmitmsawant 3 дня назад

    Nice informative video on Transformer company. Could you please share your P2P view on the transformer companies. It would help us in a better understanding of the transformer business

  • @aheconometrics8663
    @aheconometrics8663 3 дня назад

    Well explained

  • @amitdhar8531
    @amitdhar8531 3 дня назад

    Silchar bht jaida bhag liya..

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      bhag to gaya… but still scope to grow because of its high sales growth.

  • @ayush2073
    @ayush2073 3 дня назад

    Hey would be nice if you added timestamps

    • @EquitiesSamjho
      @EquitiesSamjho 3 дня назад

      okay, will try adding it if the process is easy.

  • @deepaksonkusre4625
    @deepaksonkusre4625 3 дня назад

    Great sir, I am holding this stock from 2200.. thanks for your guidance

  • @nithyanandarshetty325
    @nithyanandarshetty325 4 дня назад

    great insights sir👌👌