Look at bed capacity, ARPOB, PEG, and pb ration, debt level....max will beat in all aspects....thats why market consistently giving better valuation for max
is it possible to make a video on how can hospital stocks be compared. I have been considering rainbow, apollo, max healthcare and NH. want to pick only 1.
can you make a video about upcoming ipos ireda , gangadhar oil, flair writing , fedbank financial please and please pls extremely neeeded ur thought about ireda and tata tech which one to buy
I am not sure about that speculation. But I believe that there is still immense potential left in the healthcare business itself. So capital allocation towards high competitive insurance business may not be the right decision.
Narayana Hrudayalaya is my 2nd top holding which accounts for 10% of my long-term portfolio. I started buying from 700. Should you advise increasing the holding to 15-20% from 10% as I believe it has a reasonable valuation with massive growth potential and honest promoter? I'm thinking of accumulating on the support level or may follow buy on dips strategy. Please suggest.
10% is a decent holding to have. Only if you are a high risk investor, you can consider adding more. The present price is not so lucrative to go beyond 10%.
@@CAVarunAgarwal Thank you.I completely agree with you on both weightage and price point. I think I shouldn't add more as I am not a full time investor, although I'm a young High risk investor. However, if price corrects around 20% from these level, I may increase my holding to 15%. Thanks again.
@@CAVarunAgarwal Now the stock is in quite reasonable rate below 1200. Should you suggest to start accumulating on every dips or let's the dust settle?
I'm holding , NH is posting all time high margins, I'm waiting for next couple of quarters
great
Look at bed capacity, ARPOB, PEG, and pb ration, debt level....max will beat in all aspects....thats why market consistently giving better valuation for max
Excellent video 👏👏👏
Crispy & indepth analysis.
Glad you liked it!
So stock price has been falling recently. Is it good to be added now. Till what level should we wait? also read they are going to do 1000cr more capex
Should wait more.
@@CAVarunAgarwal thanks.. will wait for more fall before adding
is it possible to make a video on how can hospital stocks be compared. I have been considering rainbow, apollo, max healthcare and NH. want to pick only 1.
Make a video for JP Power, NHPC. Dont ignore as it the price is in 2 digit.. :)
Sure
Tega industries. But seems little expensive as of now. Plz guide. If no video just through shorts 😅. Thank you.
Sure
can you make a video about upcoming ipos ireda , gangadhar oil, flair writing , fedbank financial please and please pls extremely neeeded ur thought about ireda and tata tech which one to buy
sure. i will share in the community soon.
PLEASE MORE VIDEO ANALYSIS ON ANOTHER .. EOGHTHE SMALL CAP OR MIDCAP ....?????????????????????
Excellent...NH is top 1 in my PF
Great
Pls make Surya Roshni & SH Kelkar
sure
WAITING FOR MORE VIDEO LIKE THIS
There is speculation that they will enter into health insurance .. is it right ? And ur view on that ?
I am not sure about that speculation. But I believe that there is still immense potential left in the healthcare business itself. So capital allocation towards high competitive insurance business may not be the right decision.
Resgen analysis please..! Thank you sir.
Sure
Which one is better narayana or max health
Pls suggest
I did not study max health deeply but Narayana is a great company
@@CAVarunAgarwal should I choose APL appollo Tubes over Narayana Health? I mean which one has the best potential for next 10 yrs?
Make a video on Tanla Plateforms Ltd.
Sure
Holding the stock since traded @ 750
great
how much qty
Please share your thoughts on HCG also
Sure
SBI Cards analysis please!
Ok
GREAT ANALYSIS ..... I AM YOUR GREAT FAN .....
Thank you
PLEASE DO THE ANALYSIS ON -[ MEDANTA GLOBAL HEALTH-] OR AND [- HCG - HEALTH CARE GLOBAL]
Okay
I am holding. Nice stock.
Good choice
Kalyan jewellers and Senco
Ok
Please review Kmc speciality hospital
Sure
Great analysis
Thanks
Sir make vidio supryalife and avantel
sure
Ok sir
GOOD ....
Good company
thanks
Narayana Hrudayalaya is my 2nd top holding which accounts for 10% of my long-term portfolio. I started buying from 700. Should you advise increasing the holding to 15-20% from 10% as I believe it has a reasonable valuation with massive growth potential and honest promoter? I'm thinking of accumulating on the support level or may follow buy on dips strategy. Please suggest.
10% is a decent holding to have. Only if you are a high risk investor, you can consider adding more. The present price is not so lucrative to go beyond 10%.
@@CAVarunAgarwal Thank you.I completely agree with you on both weightage and price point. I think I shouldn't add more as I am not a full time investor, although I'm a young High risk investor. However, if price corrects around 20% from these level, I may increase my holding to 15%. Thanks again.
@@CAVarunAgarwal Now the stock is in quite reasonable rate below 1200. Should you suggest to start accumulating on every dips or let's the dust settle?
Make video on astrazeneca
Sure
Satin credit
sure
Power sector ntpc stock sir
Sure
Oberoi Realty
Sure
Ntpc
Ok