Though i don’t know his reply, yet i have some input for you. Pharma- low RnD expenses and negligible innovation, export dependence and US FDA observation. Too many moving parts make the sector bit hard to understand and comprehend the growth. Chemical: too much cyclicality and dumping by China. Auto ancillary: cyclicality element of auto industry and low Pricing power being B2B. Diagnostics: No moat and increased competition as hospital chains themselves opening inhouse centres. Hospital: good growth, he has made videos on it in past as i can recall.
@ jokes for new-bees in the market, for mature ones, its reality. Better learn about sectors, you will be able to comprehend what is joke and what is reality. Bye to you too. And for clear recommendations, you have great option of coffee can wala bhayiya, you will get your lovely sector companies in that open profile.
I don't like the buisness model because companies have to depends on corporates. 1 bad year will make so much destruction. As you say money is limited,there is a time value of money so i dont think it is a good sector to Invest
Thanks for your efforts ❤
Sir one video apka portfolio ke bare mein konsi konsi sector ka stock hai stock name nahi lena but keisa keisa Stock lete ho aap please one video
Agreed, don't see it quite scalable and little risky.
Dont you think , monsoon mein Cab rentals ka sales peak hona chahiye ...?
Refex industries one arm also doing cab services...just fyi...
Can you please analyse chemical sector ..
Thank you
Yr selection of sector make om think... Any inherent negative bias towards pharma, chemical, auto ancillary, hospital, diagnostic etc etc..???
Though i don’t know his reply, yet i have some input for you.
Pharma- low RnD expenses and negligible innovation, export dependence and US FDA observation. Too many moving parts make the sector bit hard to understand and comprehend the growth.
Chemical: too much cyclicality and dumping by China.
Auto ancillary: cyclicality element of auto industry and low Pricing power being B2B.
Diagnostics: No moat and increased competition as hospital chains themselves opening inhouse centres.
Hospital: good growth, he has made videos on it in past as i can recall.
@@tajji4u 😊 pl keep it close to yr heart
@@navsenjoy I will better keep those sectors where money can be made.😎
@@tajji4u your jokes are real good. Bye. 😂
@ jokes for new-bees in the market, for mature ones, its reality. Better learn about sectors, you will be able to comprehend what is joke and what is reality. Bye to you too. And for clear recommendations, you have great option of coffee can wala bhayiya, you will get your lovely sector companies in that open profile.
I don't like the buisness model because companies have to depends on corporates. 1 bad year will make so much destruction.
As you say money is limited,there is a time value of money so i dont think it is a good sector to Invest