ITC-ன் எதிர்கால திட்டங்கள் என்னென்ன?? |Anandsrinivasan| |Sashwathswaminathan|

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  • Опубликовано: 14 окт 2024
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    புத்தகங்களை வாங்க:
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    ஆனந்த் ஸ்ரீனிவாசன் அவர்கள் எழுதிய புத்தகங்களை அமேசான் கிண்டிலில் வாங்க.
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Комментарии • 344

  • @SureshKumar-pj1vv
    @SureshKumar-pj1vv Год назад +136

    Summary:
    1)Don't exit cipla now - as if blackstone buys returns may increase otherwise also it's a good company.
    2)consider ITC as its cheaper now comparatively and also its future market cap is going to increase
    3) pginvit is so cheap now so consider it also

    • @kthiru2036
      @kthiru2036 Год назад

      Thanks sir

    • @gdfashion1605
      @gdfashion1605 Год назад

      Thank you

    • @kaviarasan03
      @kaviarasan03 Год назад +6

      Hi, Kindly dont post summary. People might just read the summary and not understand why he said so.
      The video content was very informative.

    • @SureshKumar-pj1vv
      @SureshKumar-pj1vv Год назад +6

      @@kaviarasan03 got it.these are just highlights for tomorrow stock consideration.of course people needs to fully watch his videos for understanding markets and his wisdom

    • @kaviarasan03
      @kaviarasan03 Год назад +1

      @@SureshKumar-pj1vv yes bro I understand your good intentions but many people are taking it for granted : )

  • @வேலுநாச்சியார்வலையொலி

    ஆங்கிலம் கலக்காமல் பேசினால் நலமாக இருக்கும் எங்களுக்கு புரியவில்லை சற்று உதவிகரமாக சிறிய வேண்டுகோள் ஐயா 🙏

  • @வேலுநாச்சியார்வலையொலி

    மணி பேச்சு குழுவிற்கு வணக்கம் 🙏 தமிழ் பேசினால் மிகவும் உதவிகரமாக இருக்கும்

  • @poonacsaravanan5826
    @poonacsaravanan5826 Год назад +15

    Summary
    Cosider itc
    Dont exit immediately from cipla
    Consider pg invit
    ❤❤❤

    • @kalaiyarasan.k5952
      @kalaiyarasan.k5952 Год назад

      Pg invite mean broo 🙄

    • @RcsRam
      @RcsRam Год назад

      Power Grid Infrastructure Investment Trust.

  • @syedvnr
    @syedvnr Год назад

    I welcome your economic forecasts
    ஆனால் நீங்கள் பேசும் போது அதிகமாக ஆங்கிலம் use பண்றீங்க,பலருக்கு புரிந்து கொள்வதில் சிரமம் இருக்கின்றது, நன்றி

  • @BalajisSimpleYoga
    @BalajisSimpleYoga Год назад +16

    It was like a MBA session, lots of economic perspectives one could learn from this video. Thanks a lot Anand sir and Shashwat 🙏

  • @damodharanlic776
    @damodharanlic776 Год назад

    Thanks Anand sirfor itc, cipla update

  • @ananthanarayanannarasimhan4319
    @ananthanarayanannarasimhan4319 Год назад +6

    Good afternoon gentleman
    Listened to the video.
    I have very few shares if ITC which are in profit. I have good numbers of PG invit.
    Now I am having notional loss on the above but will accumulate.

  • @s.s.kannans.s.kannan5618
    @s.s.kannans.s.kannan5618 Год назад +3

    Need about Laurus Lab now trading at 390, but high was 600+ and low was Rs 300

  • @Balaji_Marutharaj
    @Balaji_Marutharaj Год назад

    நன்றி சார்🙏👍

  • @nandhakumar1419
    @nandhakumar1419 Год назад

    நன்றி ஐயா

  • @SaravananShanmughamportal
    @SaravananShanmughamportal 10 месяцев назад

    Thanks for the detailed updates on ITC. If you can publish your complete portfolio recommendations, it will help the new starters like me.

  • @mom_dad7874
    @mom_dad7874 Год назад +3

    Ok sir thankyou for your clarification regarding ITC 🙏

  • @karunankaruna2034
    @karunankaruna2034 Год назад

    Vanakkam sir 🙏
    Karunakaran

  • @edwinpaulpitchai354
    @edwinpaulpitchai354 Год назад

    நன்றி வணக்கம் சகோ!!!

  • @gexcellentsekar1903
    @gexcellentsekar1903 Год назад

    G Sekar, good, thanks

  • @natarajaniyer3658
    @natarajaniyer3658 Год назад

    Thank you

  • @nkr1935
    @nkr1935 Год назад +1

    Its such a pleasure to watch Sashwath and Anand sir discuss economics and macros. Looking forward to more such discussions.

  • @Rajasekarjewellery
    @Rajasekarjewellery Год назад +2

    Sir neenga than enoda role model

  • @sasigold1893
    @sasigold1893 Год назад

    Thank you 🙏 👍

  • @benedictsagayam
    @benedictsagayam Год назад +128

    நன்றி சார்.இந்த வீடியோல ஆங்கிலம் கொஞ்சம் அதிகம் சார். முடிஞ்சா குறைக்க பாருங்க.நன்றி சார்

  • @herbertrupert11
    @herbertrupert11 Год назад +5

    In general, volume is low in all money pechu videos, especially Anand sir's volume is low. MP team please take care

  • @savariraj3372
    @savariraj3372 Год назад

    நன்றி நன்றி நன்றி boss

  • @sankaranarayanan3286
    @sankaranarayanan3286 Год назад

    வாழ்க வளமுடன்

  • @sriramsaije3206
    @sriramsaije3206 Год назад

    Thank you so much guruji🎉

  • @karthickraja2436
    @karthickraja2436 Год назад

    Thanks for the valuable information sir

  • @anbuanbu2094
    @anbuanbu2094 Год назад +1

    Thanks to shed on more global market future, itc future and cipal..

  • @iamyou3697
    @iamyou3697 Год назад

    Digital marketing paththi oru video podunga please

  • @sankarveerappan5279
    @sankarveerappan5279 Год назад +1

    மிக மிக அதிகமான ஆங்கிலம்
    சுத்தமா புரியவில்லை

  • @subbiahmuthusamy6325
    @subbiahmuthusamy6325 Год назад

    Thanks a lot 🎉.

  • @sivaganeshm2978
    @sivaganeshm2978 Год назад

    Thank you Anand sir and Saswath

  • @kubendranbalamani1140
    @kubendranbalamani1140 Год назад

    வணக்கம் ஐயா

  • @yuvarajkrish1932
    @yuvarajkrish1932 Год назад

    Very useful session sir

  • @vjandh
    @vjandh Год назад +4

    Sir, PGinvit seems risky. The non escalable tariff as per offer document falls around 20% by 2024 for one of the SPV. And we don't have clarity on how it will fall for other SPVs. The inflation adjusted escalable tariff component seems to very less as compared to the fall. Also no escalable tariff for the other four spvs.
    Right now, they are dipping into investor funds to keep the dividends at 12 rs. The only way pginvit can keep current dividends is by acquiring additional properties. In the last call, management did not give any timeline, but it felt like it might take about 2 years for powergrid to get new assets setup and another one year to stabilze and acquired by pginit.
    So potentially no additons for next three years. - assuming pginvit is able to acquire after three years competing with other invits like indigrid who are growing aggressively.
    To me it looks like the price will fall further. Any price increase if at all, will only happen after 2-3 years assuming pginvit get these deals aganist other compettitors.

  • @jayaramanr1759
    @jayaramanr1759 Год назад

    It's a good session.

  • @rajeshkumarrajarathinam3881
    @rajeshkumarrajarathinam3881 Год назад +2

    Tvs supply chain ipo Pathi sollunga sir

  • @pandian101010
    @pandian101010 Год назад +5

    6:46 Anand speaks the point, Saswat make it simple to make our life easy

    • @dnarna7880
      @dnarna7880 Год назад

      avan relative ah nalla sombu adikara

  • @1account23
    @1account23 Год назад

    நிறுவனங்கள் வெளியிடும் NCD பற்றிய விரிவான காணொளி வெளியிடவும்.

  • @perumalannadurai277
    @perumalannadurai277 Год назад

    நன்றி! 🎉 நன்றிகள் 🙏

  • @DivyaKannan-i5o
    @DivyaKannan-i5o Год назад +1

    Dear Anand Sir,
    Can you please talk about the *UPL* share, that recently went to 20% down?

  • @marimuthuas4165
    @marimuthuas4165 Год назад +1

    Very useful information on itc

  • @OmsathyaMoorthy
    @OmsathyaMoorthy Год назад

    Thank you sir ❤

  • @gopibala4202
    @gopibala4202 Год назад

    சார் வணக்கம் நல்ல பதிவு நன்றி சின்ன விண்ணப்பம் தமிழ் அதிகம் சொல்லுங்கள்

  • @prasathprasath1392
    @prasathprasath1392 Год назад

    In my research ,please talk about this ....Most of the stocks and sip NAV price are low at every month of 23 ,some stocks abd sip NAV price low at 27 ........if any one have doubt check it

  • @purushchennai5253
    @purushchennai5253 Год назад

    Kindly talk about IOB, SOUTH INDIAN BANK AND BANK OF MAHARASHTRA.

  • @Snake_babu360
    @Snake_babu360 Год назад +8

    Already exited Cipla as per your advice in earlier videos and booked profit

  • @sriramulutharakaram6802
    @sriramulutharakaram6802 Год назад +2

    Thanks. What is PGE? Sometimes what you say is unclear so please would you kindly put it on screen in writing thanking you

  • @christopherjamescj1331
    @christopherjamescj1331 Год назад +1

    Educational purpose kaga oru demat account la knjm stocks tiffen coffe maaro vangi adha 1 year kalichi returns erirka erangurka average panalma idhelam demonstrate pana more people will be interested sir

  • @SekarSekar-wl2qd
    @SekarSekar-wl2qd Год назад

    Thanks sir

  • @saanthipadmavathy4906
    @saanthipadmavathy4906 Год назад

    Thank you sir

  • @saravananbalasubramanian3113
    @saravananbalasubramanian3113 Год назад

    Whether we can buy suzlon energy and south Indian Bank. Please share your views

  • @jagadeesh.mramanujam5418
    @jagadeesh.mramanujam5418 Год назад +1

    வணக்கம் நண்பரே 🙏🙏 நீங்க பேசறது தமிழர்கள் கேட்பார்கள்!!

  • @balasankar5285
    @balasankar5285 Год назад

    Super sir..

  • @sathiskumar3665
    @sathiskumar3665 Год назад +2

    Good conversation. Keep it up sir🙏🙏🙏

  • @bharanikumar6367
    @bharanikumar6367 Год назад

    Please talk about bank of Maharashtra

  • @ytchallenge03
    @ytchallenge03 Год назад +11

    Can you please explain about South Indian Bank to buy?

  • @sundaramramanujam5270
    @sundaramramanujam5270 Год назад

    Resu. Thank you sir

  • @vijayaperiyanayaki1149
    @vijayaperiyanayaki1149 Год назад

    Thank you sir. Pginvite ippo buy pannalaama sir

  • @manivannanmalaichamy6149
    @manivannanmalaichamy6149 Год назад

    Please improve audio quality.

  • @ds.manikandan
    @ds.manikandan Год назад +4

    Sir enniko neeya naana pathen athula nenga sonna matheri........... middle class family ellarum sonnga velai vasi ellame eripochiiii😢😢😢

  • @aruvismobilepiano9891
    @aruvismobilepiano9891 Год назад +3

    Tokyo la english la pesi pesina maximum ingaiyum continue panraru 😂 anyway Good information 👌

  • @anbarasanvenkat7619
    @anbarasanvenkat7619 Год назад

    Thank you sir 🙏

  • @SasiKumar-pt6sm
    @SasiKumar-pt6sm Год назад

    Nifty itc pathi sollunga sir ......

  • @karthikvijayakumar2302
    @karthikvijayakumar2302 Год назад +1

    I still don't understand how ITC's PE can be directly compared with HUL or other FMCG companies. If you calculate the PE ratio for the FMCG wing and say its cheaper then it makes sense. Without doing it then the company is fairly/overvalued when compared to peer as it still bears the cross of govt action on tobacco in future.

  • @MKFINBITE
    @MKFINBITE Год назад +1

    talk dhanalakshmi bank

  • @devakumar3676
    @devakumar3676 Год назад +1

    Sir... Last week Cipla exit aaga sonnaanga nnu cipla Ella stock um viththutten.. Ippo enna pandrathu sir...???

  • @gandhikumara4201
    @gandhikumara4201 Год назад

    Vanakkam Sir

  • @jagadishpalanivelu5889
    @jagadishpalanivelu5889 Год назад +1

    Hi Sir,
    What is Rate Cut?
    Could you please explain in detail?

  • @goodtimes8345
    @goodtimes8345 Год назад

    Sir, since India imports is more than export; China deflation will be good news than bad to India.

  • @chandernaicker1084
    @chandernaicker1084 Год назад

    Thanks

  • @VILLAGEFARMINGCHANNEL
    @VILLAGEFARMINGCHANNEL Год назад +1

    I guess u guys have to realign and understand that the channels purpose is people. The purpose is not to prove ur knowledge. Simpler the better. 😊

  • @garuldianadeepa8170
    @garuldianadeepa8170 Год назад

    talk something about bonds. Is it good to take loan and buy bonds or should i save the money which i am investing in shares to buy bonds or i wait for my retirement to get the benefits and invest .

  • @JP-ev6sz
    @JP-ev6sz Год назад +11

    Neenga soli than CIPLA exit aanom.ipo avasarapatu exit aagathinganu solringa

    • @pitchaimuthuk7013
      @pitchaimuthuk7013 Год назад

      Epdi irundhalum namaku profit than sir. Inum konjam profit increase agalam nu solla varrar avlo than.

    • @syedsuheil2349
      @syedsuheil2349 Год назад +2

      I was also thinking about this. Enada rendu naala pechu mathurare nu..

    • @behappy9498
      @behappy9498 Год назад

      I too exited after he told...😅

  • @KRISHNAMURTHY-ib6sg
    @KRISHNAMURTHY-ib6sg Год назад +1

    Whether power grid infrastructure investment trust andPgivit are one and the same? 13:37

  • @jameelnisha9229
    @jameelnisha9229 Год назад +1

    Sir, Crude oil remain only stable for a week not increased on Thursday day trading it was 87 dollars per barrel and on Friday trading day it has come down to 86 dollars per barrel, but we are not buying crude oil from middle East,we are buying only from Russia at a discount of 20 dollars per barrel against Yuan payments , however rupee breaches to 83 per dollar hence there is no worry for decline of rupee to falll

  • @venkats5078
    @venkats5078 Год назад +3

    he only asked to exit CIPLA, now saying not to exit.😮‍💨

  • @SARARAJA17
    @SARARAJA17 Год назад +3

    CIPLA, took profit based on recent previous video sir 😂

  • @rajendranb.e4389
    @rajendranb.e4389 Год назад +1

    Super thala❤

  • @senthilvijayaraghavan9709
    @senthilvijayaraghavan9709 Год назад

    can we exir Dr Reddy.?

  • @jameelnisha9229
    @jameelnisha9229 Год назад

    Yuan is not declining against USD as it's stable against dollar

  • @balajimr3086
    @balajimr3086 Год назад

    ❤❤❤

  • @thilagarajanv9706
    @thilagarajanv9706 Год назад

    Sir, stovekraft hold pannalama, illa sell pannidalama sir

  • @SBSiva-qi5tc
    @SBSiva-qi5tc Год назад +1

    ஐயா எப்போதும் தமிழில் சொன்னால் நன்றாக இருக்கும்

  • @dharnendars9018
    @dharnendars9018 Год назад

    சார் சுஸ்லான் எனர்ஜி பற்றி சொல்லவும்....

  • @1account23
    @1account23 Год назад

    Please explain NCD and tell the list for consider

  • @V_creation23
    @V_creation23 Год назад

    TVs IPO pathi pasunga sir

  • @quotesdose_off
    @quotesdose_off Год назад +2

    Force motors went up 19 percent in 2 days. Shall we buy it ??

  • @GnanaShankar
    @GnanaShankar Год назад

    ada intha intro va eduthu vidunga pa. ellarum epdiyum skip panna than poranga. please be precise!

  • @TheMoliya
    @TheMoliya Год назад +1

    Cipla can we enter now?

  • @prasannavenkateswaramoorth6376

    I bought 40 ITC yesterday sold holding SBI against this. Plan to buy further.

  • @rapra4024
    @rapra4024 Год назад +1

    Sir நீங்க சொன்னீங்க ன்னுதான் cipla போன வாரதுலயே exit பண்ணிட்டேன்.but no worries, I ve exited with 30% profit.இன்னும் உங்க கிட்ட இருந்து மீன் பிடிக்க கற்றுகொண்டுதான் இருக்கேன்.

  • @teenajoseph884
    @teenajoseph884 Год назад

    Hi sir
    Can we hold ITC shares for the present situation

  • @shankargopalakrishnan1478
    @shankargopalakrishnan1478 Год назад +6

    ITC PE is pulled down by sin tobacco sector profits. Do separate sum of each part

    • @Rana_2390
      @Rana_2390 Год назад +5

      Tamilnadu govt giving 1000 rs is also sin money from tasmac

    • @gayathrithanjaivanan5006
      @gayathrithanjaivanan5006 Год назад

      ​@@Rana_2390only source of income to vog so unable to eradicate it.
      They didn't bother about the citizens

    • @TAMSUN14
      @TAMSUN14 Год назад

      PE mean ?

    • @karthicksundaravel6089
      @karthicksundaravel6089 Год назад

      What we would get after the demerger ??? For ex, how many ITC hotels share I would get for holding 10 ITC shares ????

  • @sophiesri2985
    @sophiesri2985 Год назад +2

    Omg.. Cipla la exit panna solli, nan exit aagivittene😮

    • @KarthyTravelDiary
      @KarthyTravelDiary Год назад

      u made good return la...dont worry...wat if price drop now? friday there was a drop...so be happy that u made profit... after that dont check the price

  • @AK_Studioz
    @AK_Studioz Год назад

    Sir I have ₹2500 to invest now
    Where shall I invest? ITC or PGINVIT or any others?

  • @DominicBritto.I
    @DominicBritto.I Год назад +1

    Sir, is there any company stocks dealing with direct supply of Lithium (mining ?), except Exide and Amarajabat. Kindly advise sir.

  • @SankarSankar-vf3tt
    @SankarSankar-vf3tt Год назад

    🎉

  • @dulraghu
    @dulraghu Год назад +2

    You suggested to exit Cipla earlier

    • @Susan0723
      @Susan0723 Год назад

      Yes. His statement is contradictory today. He asked to sell last week already,

  • @kichivuk
    @kichivuk Год назад +3

    Every nice video after long. With proper economic view point

    • @suseelaramachandran6487
      @suseelaramachandran6487 Год назад

      😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

    • @suseelaramachandran6487
      @suseelaramachandran6487 Год назад

      😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

    • @suseelaramachandran6487
      @suseelaramachandran6487 Год назад

      😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

    • @suseelaramachandran6487
      @suseelaramachandran6487 Год назад

      😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

    • @suseelaramachandran6487
      @suseelaramachandran6487 Год назад

      😊😊😊😊😊😊😊😊😊😊😊

  • @sriraghav2680
    @sriraghav2680 Год назад

    0.25 speed la video paatha maathiri irunthathu😅