Fair value still comes around only Rs 900-1000 which was coming as grey market price till today morning on most IPO websites, but this sudden jump from 950 levels to 1300-1400 astonished me because this was a pure display of FOMO from retail investors.
To learn from the great Rakesh jhunjhunwala as he said what happened with ACC. If you have got the IPO then be aware of the fundamentals now. Fundamental weakness should come with technical weakness too. It is tata. People (HNI, INSTITUTION) who have also got tata might hold on to their shares. Try to get a sense of the market now. Yes , now it is more expensive than peers but it is Tata so it might enjoy some premium valuation too. To remember Rakesh Jhunjhunwala, also wait for technical weakness.
Always remember price is what you pay & value is what you get,,never disregard at what price you are buying any stock & people who disregard this primary principal are always taught a lesson by Mr Market
Folks- if you like the format of Valuations under 10mins. Drop a hell yes in the comments!! FOMO:- Fear of missing out at 86x PE is something a retail investor must be careful of :) Link to register for valuations webinar Is here:pages.razorpay.com/pl_N6c00Tlc7gga0a/view
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Tata tech is more of an ER&D company which is design led whereas Kpit is an ER&D mostly for softwares. You can Cyient DLM for example. It is more of a desgin led ER&D like Tata tech.
@@kailash3dno bro. You'll never ever get tata tech for ipo price unless mkt crashes on account of some black swan event. it'd be wise to hold on for long term since it's Tata group
@@kailash3dvery wrong way of investing. You will never know when is the bottom. Hold what you have now since it’s already doubled. Later on add more if prices come down
Bhai meine tata technologies ka share ₹1,339 peh buy Kiya kal buy Kiya tha meine aur bhai Aaj 8% gir Gaya bhai . Abhi 1220 per hai mei abhi ₹2,348 ke loss mei hu . life mei first time invest Kiya hai stock market mei tata ka share tha isliye research nahi kiya nervous hu .hold Karu ki sell kar du mei . @soic
Persistent Systems under-performed and fell by >50% between 2015-2020. But ever since March 2020, it's has been going up persistently. Perhaps something similar will happen with Happiest Minds.
But the earnings can always catch-up to the valuations, given if there is a demand to meet and the vision is good! Of course it takes a while for that to happen!!
Important is to study well and buy or sell at fair valuation levels, one can never fish at the bottom or sell at the top. Waiting for future performance to justify the present high valuation is not respecting the NPV of the investment.
Luckily got the allotment Sir 🙌🏻 But while listing I saw that the share price suddenly jumped across 1300 levels so got bit confused to hold shares at these levels then mujhe aapki teaching yaad ayya chahe kitni bhi acchi company kyu nah hon .. valuation matters a lot 🙆 and took the decision firmly and sold all shares each at 1376 Sir .. Glad I took this decision Sir .. In future if this company trades at good valuation will add it in portfolio Sir 🐥
Sir, one humble request is that you please tell me how you calculate PE as 85.9 for Tata Technologies, can you elaborate it in a few lines ?? It will be great for me. Thanks again for sharing valuable information in time, sir.
Hello I really want to apply for soic membership, but my parents have few doubts about it can you please arrange a call so they can clear their questions.
Tbh the hype some companies are getting jumping into that bandwagon seems risky what if PE corrects. PE prevents capital erosion which isn't present rn
how are ypu saying P/E is 32. its not. the avg P/E for last 5 years earnings is around 90. at the current price of 1300 that makes around 15 pe. which is fair
Fair value still comes around only Rs 900-1000 which was coming as grey market price till today morning on most IPO websites, but this sudden jump from 950 levels to 1300-1400 astonished me because this was a pure display of FOMO from retail investors.
Thanks for making shorter video
😂
😅😅😅😅
Right
really
True
To learn from the great Rakesh jhunjhunwala as he said what happened with ACC. If you have got the IPO then be aware of the fundamentals now. Fundamental weakness should come with technical weakness too. It is tata. People (HNI, INSTITUTION) who have also got tata might hold on to their shares. Try to get a sense of the market now. Yes , now it is more expensive than peers but it is Tata so it might enjoy some premium valuation too. To remember Rakesh Jhunjhunwala, also wait for technical weakness.
So crystal ,clear, and focused
Thank You Sir
Always remember price is what you pay & value is what you get,,never disregard at what price you are buying any stock & people who disregard this primary principal are always taught a lesson by Mr Market
It will correct ...and retail investors should wait for right valuation.
Thank You Ishmohit ji...
You're simply great.....
Sir kindly revisit CAMS. There's a lot of interesting stuff happening in the company, would love to learn your views.
Yess. Also give us a understanding of valuations in such companies.
Will do soon
@@SOICfinance please do 🙏
Excellent session,surely this video help to retail imvestor
Folks- if you like the format of Valuations under 10mins. Drop a hell yes in the comments!!
FOMO:- Fear of missing out at 86x PE is something a retail investor must be careful of :)
Link to register for valuations webinar Is here:pages.razorpay.com/pl_N6c00Tlc7gga0a/view
Bro please also make an exit framework webinar .. its very imp to all .. thankyou
Hell yes
Ys
Hell yes
Yes
Thank you very much for this great advice bro. FOMO & JOMO superb explanation.
Thanks A Lot Sir 💕
Good great....keep it up... all the best wishes.
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Tata tech is more of an ER&D company which is design led whereas Kpit is an ER&D mostly for softwares. You can Cyient DLM for example. It is more of a desgin led ER&D like Tata tech.
Definitely we need such videos.
Thanks for knowledgeable Analysis ❤
Thanks Paji
Very useful details
Nicely explained.
Pranam sir 🙏
Thank you for follow up video
Big thank you
I got 1 lot in TAMO shareholders category, thinking of holding it and adding in correction
Bro, book profit on the the table, later add at lower levels
@@kailash3dno bro. You'll never ever get tata tech for ipo price unless mkt crashes on account of some black swan event. it'd be wise to hold on for long term since it's Tata group
@@kailash3dvery wrong way of investing. You will never know when is the bottom. Hold what you have now since it’s already doubled. Later on add more if prices come down
@@saravanakumarst8624 Totally agree with you
👍 Good Analysis
Thankyou for short video. I hope such short videos also come alongside all other analysis videos. This would make our soic family bigger ❤
We will try
@@SOICfinance 👏❤️
Thanks
Shukra huzur ❤
Hell Yes, without asking for it!
😊🙌
Valuable information
thanks for making this video
Bhai meine tata technologies ka share ₹1,339 peh buy Kiya kal buy Kiya tha meine aur bhai Aaj 8% gir Gaya bhai . Abhi 1220 per hai mei abhi ₹2,348 ke loss mei hu . life mei first time invest Kiya hai stock market mei tata ka share tha isliye research nahi kiya nervous hu .hold Karu ki sell kar du mei . @soic
Hold . Average out if it corrects more. If you need any help you can connect
@@harshalsingh1598 ok
RUclips shorts are for short videos...please make longer videos so that no intricate details' get missed...
Amazing
I was also ready to invest on listing. But by seeing price ahun the idea.
Great video! Eye opener! So much to learn! Thanks!
Jai Guru ji
Cyient should have been added to the list 😊
Persistent Systems under-performed and fell by >50% between 2015-2020. But ever since March 2020, it's has been going up persistently. Perhaps something similar will happen with Happiest Minds.
Kab bhagega happiest mind, am holding it.
@@AnilAVS Jab tak kamjor log bech ke bhag nahi jaate.
Not happening anytime soon entire Europe is slowing down. Most the happiest mind client are from Europe.
I think we are a few years away from a rally. already went from IPO price of 166 to 1580.
Happiest Minds Technologies is excellent for long term play ▶️
Sequent Scientific & Union Bank of India both rounding bottom with good volume minimum 100% return in 1 year from current price.
Good evening sir ji
Got 1 lot ...its more painful now to increase holding
🙏❤️
Hell Yes🎉🎉
It may come to 1000 in few weeks or atleast after first quarterly results
Plz discuss LTTS in light of ER&D space
But the earnings can always catch-up to the valuations, given if there is a demand to meet and the vision is good! Of course it takes a while for that to happen!!
Correct. Markets are about Risk/Reward at the end. One thing that last few years have taught us in the markets:
Valuations matter
Important is to study well and buy or sell at fair valuation levels, one can never fish at the bottom or sell at the top. Waiting for future performance to justify the present high valuation is not respecting the NPV of the investment.
Please share your portfolio 🥺
IREDA valuation comparing with PFC Please
Luckily got the allotment Sir 🙌🏻 But while listing I saw that the share price suddenly jumped across 1300 levels so got bit confused to hold shares at these levels then mujhe aapki teaching yaad ayya chahe kitni bhi acchi company kyu nah hon .. valuation matters a lot 🙆 and took the decision firmly and sold all shares each at 1376 Sir .. Glad I took this decision Sir .. In future if this company trades at good valuation will add it in portfolio Sir 🐥
Jahan 5 * ho jayega.Long term investing. Apko to sasta Mila tha
@@ThakurRaman08 Sizing bhi toh imp hai nah bro .. mere pass sirf 30 shares hin tey nah 🙆
But do anyone think LTTS valuation will go up becoz of this...around 50x PE in this greedy market.
Do SIP
Booked profit on my 30 shares at 1330 for the exact reason, PV is too damn high
PE*
Got 1 lot with 25000 profit
Sir, one humble request is that you please tell me how you calculate PE as 85.9 for Tata Technologies, can you elaborate it in a few lines ?? It will be great for me. Thanks again for sharing valuable information in time, sir.
Market cap / Net profit is PE
Hello I really want to apply for soic membership, but my parents have few doubts about it can you please arrange a call so they can clear their questions.
Next tata group ka ipo Tata capital please analysis
Thank u sir for this small video.
Lot of thanks for making not long video.
After becoming soic student I have overcome FOMO and JOMO,now I have become valuation minded and must p2p analysis investor
Sir got 30 share of tata technology. What to do now ? Plz suggest long term view
HOLD BRO
Tata Capital ka analysis
Hell Yes !
Kal lower circuit lagega
800 per aayega to le lunga otherwise Tata elxsi zindaabaad
Hell yes
Thank you making for short video😂😂
Apne analysis me Brand nai dekha😂😂
Must sell and wait for bad times or very small SIP, too much euphoria.
I didn't get alloted 😢😢😢😢
Should we buy or wait for dip?
Thanks for making short video
Aur kitna jayga price share ka?
Pls make short vdo abt EREDA also
No allotment pajji 😂😂😂😂😂😂
Tbh the hype some companies are getting jumping into that bandwagon seems risky what if PE corrects.
PE prevents capital erosion which isn't present rn
Correct- covered FOMO and JOMO in the video
Please please make such short video 🙏🙏
Fomo and jomo...take away😂
how are ypu saying P/E is 32. its not. the avg P/E for last 5 years earnings is around 90. at the current price of 1300 that makes around 15 pe. which is fair
First View
1st view
Jisko valuation guru ban na hai wo Ltts kharid le,PE dekhoge to kabi b Kpit ko b nahi kharid paoge
LTTS grows at much slower pace
Ye video pahle bhi bnaa skte the sir, abhi bnaa rhe ho to lag rhaa hai ki aapko lena hai to negative view faila rhe ho.
Are bhai- pehle banaye toh pre ipo!!
PE calculation of KPIT is wrong Bhai!!
Kpit Mcap 39000cr and profit 387 cr that means PE is 39000/387 means 100
Plz correct it
Took the current Pe, those numbers were of FY23 from Drhp. Current pe includes profits of Q1FY24 and Q2FY24
@@ishmohit1 then current pe of TATA Tech is 53000/715cr Ttm profit = 74 PE
This is ttm pe and not forward for Kpit. Tata tech have taken FY23 and not forward to be conservative
@@ishmohit1 to be fair in assessment Plz take either Ttm or FY23 number in both the cases🙏
🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
👍👍👍👍👍👍👍👍👍👍👍👍
Hell yes
Hell yes