Top 7 Sectors for 2024 🔥🏆
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- Опубликовано: 7 сен 2024
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03:01 2024 might not be a great year for small cap and mid cap index based on historical data.
06:02 The gold jewelry sector in India is experiencing rapid growth and a shift from unorganized to organized players.
09:03 Banking and finance sector and reasonably valued companies are key sectors for 2024
12:04 Large cap banks and NBFCs and smaller banks and NBFCs are sectors to watch out for in 2024.
15:05 Three acid-heavy sectors for 2024: hospitals, hotels, and real estate
18:06 Real estate and capital goods sectors are showing promising growth potential.
21:07 Wealth management and financialization in India is a key sector for 2024.
24:01 Chemical sector and consumer discretionary sector show potential for growth in 2024.
Will also be good to callout probable stocks discussed in this for our screening
Asset heavy
Thanks for timeline, it’s asset heavy not acid heavy
Thoda wrong hai. Anyways thanks
Nice concentration of the video with correct timings👌👌👌
Hi Ishmohit Singh Arora...
Satsriakal....
I am highly impressed with your research, analysis and knowledge regarding business and stocks u discuss...I like the passion and hardwork you put...hope and wish success and happiness to you...👍
SRF has been consolidating since a long time with consistent margins
My expectations are only to beat inflation, this expectation can surprise me positivily.Always go for low expectations with hard work.
100%
Textile sector is also consolidating for some time now. Cotton prices have also come down and stabilised as per Siyaram's latest Concall. Learning more. Thank you for your video. It is always very informative.
Vision of 2024 laid out in a masterful way. The sectors are clearly described and moreover, some examples are given to work deeper before taking the final call. This channel is a boon for a retail investors and the my prediction that SOIC channel will be the fastest growing channel in 2024 as well in terms of spreading good words, knowledge and wisdom of investing for retail investors. Jai hind. 🎉🎉🎉
Hi, expectations are very high on chemicals ❤
Let's look at recent years.2020 and 2021 - 2 consecutive years with amazing returns. 2022 was not that bad given the returns in 2020 and 2021 and then 2023 of course has been amazing. SIPs, number of DEMAT accounts, growing economy, general bullishness of FIIs on India, US interest rates expected to come down, etc. all these are pointing to another good year. As long as we are invested in fundamentally good stocks, I'd stay invested because these small/mid caps could easily turn out to be multi bagger!
my picks for 2024 are Aavas financiers and HDFC bank. Both are undervalued right now. I am expecting them to outperform the market in mid term. Even in the long term these high quality financiers should do well.
Aavas has PE overhang, promoter funds are ready to sell.
Akshat's Analysis
Akshat's analysis 🤣
Avaas roe is less then 15% ...
Bhai HDFC to acha undervalue kra diya 😂😂😂
Down by 10% in two days
Hi Sir, Please clarify this. Generally we consider High FII holding and Low public Holding as stability. On the other hand, we say that major price actions happen due to FII inflow/outflow. So, isn’t high FII holdings pose a risk of sudden crash of stock. Why high retail holding considered risky instead of high FII holding? For Example - Fivestar Business Finance Ltd.
as far my understanding high fii holding is not to look for. We should look where fii holding is increasing recently. These stocks tend to grow in the near term. We believe fii, dii has far more info and strategy than us. Si its wise if u can copy them as early as possible.
We get the details of fii and dii holding in next quarter only by the time price already spike 😂
@@ub1685 yes, that's what I used to look i.e. increasing FII holding. But, just look for Five-star Business Fin Ltd, FII holding is almost 55%. So, should we take it as positive or negative, because it may trigger a sudden fall in share price if they try to trim a little bit.
Surya roshni
Electrosteel casting
Maiden Forging
Tarachand
universal cable
Lykis
Bizotec
Bajaj consumer
snowman logistic
Ajmera
Agarwal industries
all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers - even in some case promoter is buying heavily
Which one promoters are buying..I have a small amount of surya roshni
Thanks for this awaited video !!
I'd love to see an analysis on :
1. Avanti Feeds
2. Nitin Spinners
Some stocks to watch
Mining equipment... eminco elecon
Airlines....spicejet
Banking...ujjavin sfb
IT...cieinsys
Auto...force motors
Pharma...caplin labs,lincoln and marksans
Power...cesc,sjvn
Capital goods machinary..sangvi movers Estate...prestige
Cons...itd cem,ncc
I am watching this video in 2024aug and this is a good year for small caps nd mid caps
But apart from this point every point seems to be true...
After all ishmohit sir is a gem
As same thing happened in Usha martine 3-4 years back. They sold steel business and focus on nish steel wiring business.
Studying
emudhra, HLE glascoat, Zomato, Equitas, SRF, Narayana and Apl Apollo
Sustainable growth can be seen in wealth management companies.
This can be a good bet.😊
Which are wealth management companies
Happpy lohri... Thnks for sharing the knowledge.....
I agree with you. However my problem is with people who have been cautious since NIFTY was 7500
We were investing everything that we had at 7500 😂.
thanks for your inputs Ishomith. Your information is genuine and backed with sound tecnical research. Regards
Chemical sector is currently undervalued. Jai Hind
Cinema sector like PVR Inox is doing well with multiple releases and people watching in theaters.
Can you please capture Auto and Infra and PSU sectors please....
I am also trying to read but when I saw your video I thought you are the best Guru of Fundamentals, so I need your support and want to grow my knowledge also.
Thanks Ish Mohit ji... Continuing existing companies like power, auto anc, etc
first of all we should always think like we are investing in company not in share market.
do proper reaseach before investing u vl get good returns
Sumito chemical ,Fine organics, SRF, Piramal Pharma,Muthoot micro fin
Excellent.doing great job of educating retail investors. Superb
Very good content...u were very good at start but at the end u gave many sectors.....but good information
VERY VERY USEFULL VIDEO, BUT UNFORTUNATLY I HAVE SEEN TODAY, AFTER 6 MONTHS, MAY GOD BLESS YOU 🙏
Textile is gonno do well, as cotton price gone down..
Cotton proces went all time High during 2022, 2023 but in last 6 months they have gone done by half...
Thanks for this video and enriching our knowledge. Please bring out a special detailed video on CDMO and Chemical sector. Thanks.
Hii i work in hdfc bank
There not just hdfc and hdfc bank merger but also hdb financial's some division also bank is aggressive pushing for third party insurance as well as casa as well
Be bullish on it
Sirji , this year no much expectations from small & mid caps except banking & finance stocks. But I'm looking for long term. Please, make video on capital goods stocks where loss making joint ventures are closing, there earnings may multifold.
Please make video on gas sector
Logistics sector's growth could be an interesting theme to analyse without which the India growth story will not be possible.
Precious metals ,banking and FMCG are what I am watching out for in 2024
Expectations are fantastic 🎉
Paaji, please make a detailed analysis on ER&D business booming in India and the key players doing that business across various vertical. I will enjoy it very much if you make a video or blog about it. However also today's video is super important as it has to be analysed from time to time to do a temperature check across various sectors.
Hey Ismohit, very informative video. Can you do a detailed analysis on Ugro Capital? It look like an unique play in the financial space. Thanks
Sioc started new saga, in stock market
Expectations are correct
HP adhesive, Vishnu chemical,SRF looking good for 2024.
-sectors discussed
Jewellery
Large banks and NBfcs
Small banks and NBfcs
Hospital
Hotel
Real estate
Good to see you back with a bang.
Can we have a follow up analysis video based on new political climate?
Thank you for choosing option 1 for discussion
🤝😃
how is rain indsutries stock . Is it a good stock to hold if in loss of 30% plus
I have this too at approx 180. Valuation is cheap but have to see how the results come . Not sure how to see if demand will increase. If you have ideas let me know.
Please analyze ADF foods - it targets the great Indian Diaspora which is ever growing in numbers.
Expectations are right.
Expectations are correct
Vishnu chemical,HP adhesive SRF &HLE glass coat in chemical sector
Expectations are correct.!!
Thank you for your excellent knowledge sharing
I expect that Jio finanacial will do extremely well in next 5-6 years.....
Whats ur view
Mukesh baba is the key of india
Hi
As usual great analysis.
What's your view on the Indian IT Sector in 2024?
Windsor machine. Ratnaveer precision. 2024. Hidden Gem
hello sir ,this is Akshat .
Sir please try to make a video on detailed analysis of Gujarat Themis Biosyn (GUJTHEMIS),which comes under the Pharma sector.Key points :this company is having the business of manufacturing & making of Fermentation based medicines .
Also this stock has given nearly a 70% RUNUP in the last 1 month .
I hope You find my suggestion helpful .
expectation are Right
Today episode is very very very very very knowledgeable 👍 👌 🙏
Reading Housing Finance Bullish On IT
PLEASE DO ANALYSIS ON HOTELS SECTOR
Real state sector is one of the best for next 5 years
Intresting sector n valuable one thank you
Expectations are Correct.
Expectations are low and correct.
Banking, Vaidyanathan is the person to admire
Sharda energy, coal india,tega
and
Radhika jwel
Sir, thank you so much for such an informative video. ❤❤
Hi Ismohit... Happy New Year 🎉🎉
Is multicap Fund one stop solution for mutual fund investment..it has 25 % small mid and large each...
Happy pongal soic
EXPECTATIONS are Correct
Expectations are correct
Building materials sector analysis proxy
Rail Vikas Nigam , it's a really bullish concall , anyone can guide pe 30
Banking sector my favourite
Average PE of my portfolio is 21
Happy lohri paaji, sat shri akaal.
Hope u are fine, you look little tired, plz take care of yourself.
Please do a complete pharma sector review
what's that Hyderabad based Capital good company? Can anyone knows the of that?
SRF?
💯 Expectations 💯 are 💯 correct 💯
Hii Sir, your fundamentals are very strong, but missing some data for all companies like ratios, ROCE, PE, SECTORAL DISCISSION,
Exceptation are correct
Banking and financing sector and IT sector.
Expectation is correct
excellent sector analysis ...
Expectations are 200% correct .
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Expections are correct
Expectations r correct
Please make video on pharma mnc sector , & Hospital sector
make a video infrastructure theme , like types of infrastructure. futur growth of which type of infrastructure
Done- soon
Hi
Hie about ireda?
Shall we buy at this rate for the long term ?
Please guide
Mining, Media, Metals could do relatively well as per my personal analysis.
nifty media
Expections are correct
Thanks sir ji 😊❤ gnpa and npa in small finance banks have decreased will they get benefit after fed rate cut?
Very well explained.
Please make a detailed video on Trent at this valuation
expectations are correct...
Chemical sector might be good for 2024-25
Awesome. Loved it ❤
Eagerly wait for your every video