Loved the video Rajarshi! Going forward if you could deep dive into the hedging concept of jewellers and its impact on financials then that’ll be really helpful as well!
PN GADGIL has opened 9 stores in Navratri, means Dec quater will be bumper quarter! Share liquidity also low, if revenue will grow then share price will blast!
Hi, I watch most of your videos and like your thought process. However, I would like to know how you ensure corporate governance is not an issue with these small companies that are yet to mature. This is because, over the long term, more indian companies have destroyed the wealth of share holders than they created.
Titan had a unique model of hedging against fluctuations of Gold price, where they would keep Gold on rent and pay the price of gold on the day of sale. This would make no profit/loss effect due gold price change between buying & selling. Does Kalyan & other jwellery buisness also have so? I don't know actually, can you tell
If the sales of gold jewellery, etc has been preponed due to GST impact.. Don't you think that SSG will decline for upcoming quarters.. It can't be that just because prices have fallen they will keep on buying gold every qtr..
Awesome
Awesome Content
Thanks Sir
Sir please try to cover Venus pipe. Company has guided 25 percent sales growth and 35% pat growth for next 7 year. And at good valuation also.
Loved the video Rajarshi! Going forward if you could deep dive into the hedging concept of jewellers and its impact on financials then that’ll be really helpful as well!
Great analysis👍, but Please include sky gold and rbz jewellers
Yes sir please cover Venus pipes they are also doing large capex...
Great analysis ❤
Kalyan jewellers management id dynamic and their concall and their corporate governance is very good.
PN GADGIL has opened 9 stores in Navratri, means Dec quater will be bumper quarter!
Share liquidity also low, if revenue will grow then share price will blast!
Sir."your video is 22 karat gold".
Sir. Sky gold or kalyan which is better besness model. Your first choice...
Pngl best🎉
Hi, I watch most of your videos and like your thought process. However, I would like to know how you ensure corporate governance is not an issue with these small companies that are yet to mature. This is because, over the long term, more indian companies have destroyed the wealth of share holders than they created.
Titan had a unique model of hedging against fluctuations of Gold price, where they would keep Gold on rent and pay the price of gold on the day of sale.
This would make no profit/loss effect due gold price change between buying & selling.
Does Kalyan & other jwellery buisness also have so?
I don't know actually, can you tell
Despite of the good results expected why gold stocks are falling from past 3 days?
Sir plz cover gravita & dssl
Is it rite time to invest in Kalyan jewellers
Wo tumhara decision hai apna paisa leke kya karoge mera kaam hai dhandhe me jo ho raha uspe updates dete jana.
@@RAJARSHISHOME thanks for your reply... As it has grown in 6months , I was thinking should we wait for correction or we can buy new at this level
If the sales of gold jewellery, etc has been preponed due to GST impact.. Don't you think that SSG will decline for upcoming quarters.. It can't be that just because prices have fallen they will keep on buying gold every qtr..
If Kalyan growing at 37% is investable at 114 PE
Does titan also justify its 92 PE, at 26% growth?
Forward PE of both seems slightly overpriced.
Sector m tailwind h isliye... Overpriced h... US election h November m tb usually gold k price increase hota h... Inka price correction hoga
any idea why Kalyan and Titan have high debt? or is it just accounting practice?
Capex krne ke lie debt to lena pdega bhai
@@thakur4145 for kalyan yes, but Titan is around for a long time. anyway, as long there is tailwind stay invested
@thakur4145 Gadgil having very less debt < 1 any idea why
Brother what is the watch you wear??
My guess, seiko.
Ye Citizen hai
@@RAJARSHISHOME Japanese, seiko bhi bahot jabardast hai. I have one.
Idfc first bank ???
already kar diya check my channel