@@Ishxwarxx I share the same view. However, I’m also interested in Ritco. The new initiative with the app looks particularly interesting and could completely transform their model from asset-heavy to asset-light. I’m looking forward to their Q3 updates.
Hi Akash, Your views on SJ Logistics please. It appears to have similar growth engine as Tiger Logistics.Growing at 80% plus. The forward PE is around 20-22 as against Tiger which is between 28-34. Wondering if this is already on your radar?
Bro, how do you screen companies before making a decision for further research. Do you generally research a large number of companies and then make video on a worthy one. If not how do you filter down to a small number. Because most of the time, the potential multibaggers dont have those good ratios and whatever checklist we follow and thats why they get missed. And till the time fundamental ratios get better, the stock already had given up a big run up.So how do you catch those before the run up. Thanks!!
Last 3-4 quarters se toh consistent growth aa rha h. Ritco ka toh wse last 3-years se consistent growth h 25% ka. Baki slowdown toh kisi b sector me aa skta h aur usi k liye hmko track krte rehna h.
@AJ.Aakashjha global macro events abhi recession bata raha hai upar se indian businesses bhi kuch acha nahi kar Rahe hai kya inke growth pe affect karega??
@@nareshchoudhary9065 macro ko ase direct relate ni kr skte individual businesses se. Generalization bahut bdi problem h hmari, isse jitna possible ho bacho. Phle har ek management ka suno ki wo kya bol rhe h, q ki ultimately business wo chla rhe h ye News media ya koi Fund Manager ni. Tiger, AVG, Ritco, Zinka, SJ, Premier inme se kisi k management ne ni bola ki koi slowdown h kisi b segment me. Kal ko aa skta h toh uske liye track krna h. Abi macro k basis pe koi thesis ni bnana vrna kbi psa ni bnega. People did the same with jewelry stocks when gold prices were rising substantially. Srf management ka sun k he decide krna h.
Blackbuck is just listed in it's entity name is Zinka logistics, further Ritco business looks good. But doesn't seem to be investable at this point as PE being at 28-30 with 25% growth guidance ahead.. I find premier Roadlines is better pick for investment as the growth guidance is 30-35 minimum with current PE is 17.4
@@sumeetthorat9517 Blackbuck is still loss-making and was founded in 2015. That’s the interesting part because Trucksup is expected to start contributing meaningfully to profits in the next 2-3 years. I can’t comment on Premier, as I’m not tracking it. Baki track krte h.
Bro, sky gold has been in lower circuit for few days. I hold very little positions, I'm confused if I should accumulate more now or wait for few more days. I can take another 20-30% downside.
@@indrajith1422 The first and most important thing is to think about why you bought the stock in the first place. There must have been a rationale or thesis behind it, focus on that. The stock price should be the last thing to consider. Has anything changed in the thesis that led you to take a position in the stock? If not, then why worry about a 10-20% fluctuation in prices? Because see, forward P/E is still just 51 and based on the business's execution the P/E drops to 25 on an FY26 basis. So, it’s definitely a great deal. A 10-20% price movement doesn’t matter right now because the tailwinds are so strong. If I had to take a position I would go all in and build a solid position, even at the stock's 52-week high. Rest depends on an individual’s risk appetite and understanding of the model’s potential.
@@venkatesh-bhat I think you’re referring to "Changes in Inventories" in the P&L statement. It’s just an accounting term. A negative number indicates the amount of inventory that wasn’t sold in a particular quarter or year, while a positive number shows the inventory was sold. However, this number alone doesn’t provide much insight. You’ll need to listen to the concall to understand the context behind these figures. Also, focus more on understanding the business itself, these line items won’t make much sense without that foundation.
Bhai views on Route Mobile ? Guidance for double revenue in 3-4 years. Can we expect PE expansion for this sector? Foreign promoter now holds 75%, hence it can now also become a heavy dividend paying stock as business is asset light ? Can stock get 3-4x on these parameters ?
I'm not closely following this space, so I can't comment on it. Wse 24-25 ka PE h toh agr 20-25% growth krta h toh PE re-rating ka chance toh definitely bnta h.
yr Buy Sell toh sbko khud he decide krna h. Baki business-wise toh dek he rhe ho kya chl rha h. PCB se bahut aggressively shift kr rhe h ye semiconductors pe. Aur management uss business k liye b bahut high growth guidance de rha h. Usika discounting mil rha h stock ko. Ab kya yha iss valuation se 5x ho skta h? Muje actually ni lgta. Matlab logically ni lgta ki next 2-3 years me 5x ya 4x ho jaye ye stock yha se. Of course mera assumption glat b ho skta h. Pr ye triple digit PE wle stocks me risk-reward unfavorable lgta h. Matlab yha se kya he re-rating expect kru mai. Muje pta h business bahut acha kr rha h aur aage ka outlook b strong b h pr kya yha se next 3-years tak 80% earnings compounding de skta h? Muje risk jyada lgta h. Isliye PG Electroplast aur Epack interesting bet lgte h iss space se.
@@gaurabpaul2544 Ha hua h pr forward PE abi b 98-100 ka h. Toh gap bahut bda lgta h in comparison with Kaynes. Q ki PGEL 50% earnings compounding bahut aaram se de skta h in FY26, toh uska PE abi b 65-70 ka bn rha h. Baki toh track krna he h.
Nice analysis 💯❤
App ki wajase accha lg raha hai business but At current time Tiger logistics is best deal i think 😊
@@Ishxwarxx I share the same view. However, I’m also interested in Ritco. The new initiative with the app looks particularly interesting and could completely transform their model from asset-heavy to asset-light. I’m looking forward to their Q3 updates.
Last two minutes analysis is superb sir.
thanks🙏
Sir SJ logistic is looking very interesting. Please try to make a video on the stock.
Please do review of shilchar technology.
🙏🙏🙏🙏🙏.
A geat stock
Bhaiya 2 din ka time apke pass apna Vada pura karne ke liye
Aapne bikaji PE vedio laane ko bola tha
thanks for the reminder bhai. 100% isi weekend pe discuss krege.
Hi Akash, Your views on SJ Logistics please. It appears to have similar growth engine as Tiger Logistics.Growing at 80% plus. The forward PE is around 20-22 as against Tiger which is between 28-34. Wondering if this is already on your radar?
Akash ji VRL LOGISTICS YE KESI LAGTI JAI AAPKO COMPANY?
Aapko Ritco , AVG ,TIGER AUR VRL LOGISTICS mai kon sabse sahi lagti hai investment krne k liye current time mai?
Allcargo se bhi compare kardo, as we have covered this industry
noted, ek short analysis iska b kr lege
Can you look at the data center space? Companies like anant raj
Ni bro, ye space complex h abi mere liye. In the future, of course, I'll look to cover it.
Bro, how do you screen companies before making a decision for further research. Do you generally research a large number of companies and then make video on a worthy one. If not how do you filter down to a small number. Because most of the time, the potential multibaggers dont have those good ratios and whatever checklist we follow and thats why they get missed. And till the time fundamental ratios get better, the stock already had given up a big run up.So how do you catch those before the run up.
Thanks!!
Please also cover shownman
@@bhupeohlan average growth h. Plus margins gir rhe h from 19-20% to 15% now. Baki sare bahut better perform kr rhe h.
Bhai operating leverage kya hota hai?
matlab PAT growth sales growth se jyada ho. Jse Ritco ka sales grow hua 19% pr PAT grow hua 22%.
Logistic company me consistent growth mil sakta hai???
Last 3-4 quarters se toh consistent growth aa rha h. Ritco ka toh wse last 3-years se consistent growth h 25% ka. Baki slowdown toh kisi b sector me aa skta h aur usi k liye hmko track krte rehna h.
@AJ.Aakashjha global macro events abhi recession bata raha hai upar se indian businesses bhi kuch acha nahi kar Rahe hai kya inke growth pe affect karega??
@@nareshchoudhary9065 macro ko ase direct relate ni kr skte individual businesses se. Generalization bahut bdi problem h hmari, isse jitna possible ho bacho. Phle har ek management ka suno ki wo kya bol rhe h, q ki ultimately business wo chla rhe h ye News media ya koi Fund Manager ni.
Tiger, AVG, Ritco, Zinka, SJ, Premier inme se kisi k management ne ni bola ki koi slowdown h kisi b segment me. Kal ko aa skta h toh uske liye track krna h. Abi macro k basis pe koi thesis ni bnana vrna kbi psa ni bnega. People did the same with jewelry stocks when gold prices were rising substantially. Srf management ka sun k he decide krna h.
Okay understood
Akash bhai viviana power transformer business hai company target to grow 2.5 to 3x please cover
Blackbuck is just listed in it's entity name is Zinka logistics, further Ritco business looks good. But doesn't seem to be investable at this point as PE being at 28-30 with 25% growth guidance ahead..
I find premier Roadlines is better pick for investment as the growth guidance is 30-35 minimum with current PE is 17.4
@@sumeetthorat9517 Blackbuck is still loss-making and was founded in 2015. That’s the interesting part because Trucksup is expected to start contributing meaningfully to profits in the next 2-3 years.
I can’t comment on Premier, as I’m not tracking it. Baki track krte h.
Bro, sky gold has been in lower circuit for few days. I hold very little positions, I'm confused if I should accumulate more now or wait for few more days. I can take another 20-30% downside.
@@indrajith1422 The first and most important thing is to think about why you bought the stock in the first place. There must have been a rationale or thesis behind it, focus on that. The stock price should be the last thing to consider.
Has anything changed in the thesis that led you to take a position in the stock? If not, then why worry about a 10-20% fluctuation in prices? Because see, forward P/E is still just 51 and based on the business's execution the P/E drops to 25 on an FY26 basis. So, it’s definitely a great deal. A 10-20% price movement doesn’t matter right now because the tailwinds are so strong.
If I had to take a position I would go all in and build a solid position, even at the stock's 52-week high. Rest depends on an individual’s risk appetite and understanding of the model’s potential.
@AJ.Aakashjha thanks for the detailed reply, it has brought a lot of clarity 🤘
@@indrajith1422 🙏🙏
Hi Aakash. Similarly, what do you think may be forward PE on FY26 basis for EFC?
Sir can you pls make a short video on inventory (positive number negative number analysis with the live example) and connect it to sales growth please
@@venkatesh-bhat I think you’re referring to "Changes in Inventories" in the P&L statement. It’s just an accounting term. A negative number indicates the amount of inventory that wasn’t sold in a particular quarter or year, while a positive number shows the inventory was sold.
However, this number alone doesn’t provide much insight. You’ll need to listen to the concall to understand the context behind these figures.
Also, focus more on understanding the business itself, these line items won’t make much sense without that foundation.
@AJ.Aakashjha Thank you for the reply. Learning from you
@venkatesh-bhat 👍👍
Aakash bro plz cover bikaji food
yes bro, I'll cover it by Sunday
@ thnx bro 🙏
Sir, please make video on SJ Logistics
@@deepaksonkusre4625 SME h, try karuga.
@AJ.Aakashjha please sir it's looking interesting
@@deepaksonkusre4625 Yes, that’s why I’ll look to cover it.
Bhai views on Route Mobile ? Guidance for double revenue in 3-4 years. Can we expect PE expansion for this sector? Foreign promoter now holds 75%, hence it can now also become a heavy dividend paying stock as business is asset light ? Can stock get 3-4x on these parameters ?
I'm not closely following this space, so I can't comment on it. Wse 24-25 ka PE h toh agr 20-25% growth krta h toh PE re-rating ka chance toh definitely bnta h.
Bhaiya TCI aur TCI exp ka ek video
@@dba9162 growth ni h yr. Ek ka negative growth h aur dusre ka average. Best players pe focus krna h.
@AJ.Aakashjha 👍
integrated industries ltd ko bhi cover kijiye
try karuga bhai. Inka koi concall vgera ni h
Bro jada kam nahi but at least try to cover video in 20-25 mins
try krta hu
Sir kya Kaynes technology abhi le skte hai forward pe iska kya hai abhi itni weak market mai bhi nahi gir rha hai kya yaha sai 5x ho skta hai
yr Buy Sell toh sbko khud he decide krna h. Baki business-wise toh dek he rhe ho kya chl rha h. PCB se bahut aggressively shift kr rhe h ye semiconductors pe. Aur management uss business k liye b bahut high growth guidance de rha h.
Usika discounting mil rha h stock ko. Ab kya yha iss valuation se 5x ho skta h? Muje actually ni lgta. Matlab logically ni lgta ki next 2-3 years me 5x ya 4x ho jaye ye stock yha se.
Of course mera assumption glat b ho skta h. Pr ye triple digit PE wle stocks me risk-reward unfavorable lgta h. Matlab yha se kya he re-rating expect kru mai. Muje pta h business bahut acha kr rha h aur aage ka outlook b strong b h pr kya yha se next 3-years tak 80% earnings compounding de skta h? Muje risk jyada lgta h. Isliye PG Electroplast aur Epack interesting bet lgte h iss space se.
@@AJ.Aakashjhabhai pg electroplast ka bhi to pe expansion ho chuka ha TUME KYA LAGTA HAI SHARE PRICE INCREASE HOGA KYA ISS LEVEL SE
@@gaurabpaul2544 Ha hua h pr forward PE abi b 98-100 ka h. Toh gap bahut bda lgta h in comparison with Kaynes. Q ki PGEL 50% earnings compounding bahut aaram se de skta h in FY26, toh uska PE abi b 65-70 ka bn rha h.
Baki toh track krna he h.
@@AJ.Aakashjha
Thanks
@deepaksonkusre4625 👍👍