--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
*sir ethos watches, bought at 900, now at 1600* *kei bought at 700 2 years ago, now at 2500* *also bought apl apollo, astral, pi industries, navin fl, apollo tyres, Schaeffler, balaji amines, Pidilite, Timken, bse, etc..... all at 2-4x profits* *sir shall i add/remove/hold any stock from the above???????*
Sir koi kuchh bee kahe please aap BM meet band mat kar na. Aap to sir ham j se logo k liye masiya ho ham ko himat de te ho aap ham j se log to aap k idea se hi stock market me investment kar ne k liye layak bane he.
Sir ji namaste, Icici bank,kotak bank,sbi,bob me financing profit to negative hai, aur other income badhti ja Rahi hai aur uski vajah se net profit jyada dikhta hai to use kaise samajhana chahiye? Sir, please iske bare me bataye Kya operating profit se other income jyada ho to voh company ke liye plus point hota hai Kise jyada mahatv de operating profit ko ya net profit ko?
Thanks sir Can you teach some day about Cash flow reading 1. Cash from operating profit 2. Cash from investing activity 3. Cash from financing activity Net cash flow Please guide on this both considering + and -
Dear sir मैं एक रिटेल इन्वेस्टर हूं, आपका हर वीडियो हमारी नॉलेज बढ़ाता है शेयर मार्केट के जंगल में जंगली जानवरों से बचाता है यहां गलती की सजा जरूर मिलती है। आपसे request है कि आप ये videos continue रखिए। लोग तो अच्छा और बुरा लिखते रहेंगे। हम जैसों को आपकी जरुरत है अभी तो इंडिया की १०% population bhi participate नहीं कर रही है स्टॉक मार्केट में। लोगों को हेल्प होगी आपके videos से। Thanks a lot from the core of my heart ❤😊
Hello Sir, I am Rahul Das from Tamluk, East Medinipur, please take my question. If a mutual funds company receives dividends from their stock holdings. Then how does it benefit the MF holder? Thank you sir.
Sir Namaskar, Is it negative and we should exist from stock if its going from ASM list 1 to 4 I am asking about K-Solve I have decent returns in this should I hold or exist for entertainments only Thank yoy
Sir what a great wisdom you are providing consistantly hats off to you BM sir, i followed your advised to pour more money in BM focused smallcap small case on launch day it paid of great sir thanks i am luckty to have master philosopher like you sir.
Pranam guruji. Charan sparsh. For learning purposes I want to ask about your Cupid investment. 1. Do you used to concentrate in 4 to 5 stocks at that time? at what amount to be diversified for protecting capital? 2. What red flags you missed when you invested as it was also a sector leader? I always keep 3 to 4 stocks max and mostly in micro or small caps.
Namaste Sir, I am very impressed by you knowledge. Sometimes I feel I should show your videos to my kids to show them what mastery means. I am planning to invest in below 6 stocks for 5 years. Your advise on REFEX, SKM EGG, MAN INFRA, MOFS, H G INFRA ENGG and D P WIRES plzzzzzzzzzzz..... 😊Love you Basantji❤
After following you, I stop following FII & DII activity falana dhimkana, not traded F&O from 16 Aug. Only focusing on growth stock and Sitting on stock like bare land Rock. Thanks fo guiding!
Sir I watched your video from the first day you have started. But today you have delivered the best dialogue " apko bolta kon ho korneko " seeing your expressio i am laughing and watching. Sir but we are saying dayakore fundamental class kobe suru korben. From bongaon. Plz sir . Don't pick my question but plzzzz start sir.
Sir the knowledge you are sharing with us is priceless. Aap har baar kuchh naya sikhaate hain. Isliye aapki har video pure dhyaan se dekhta hun. Thanks for clearing my doubt on Chemicals (Cyclical, not to invest for the long term). Wishing you happiness and very long life, and many many compounding years ahead❤🙏
No one till date has been able to judge 100% the way market is going to move. It's understandable that people can go wrong but the main issue here is avoiding mistakes silly enough for you to lose money. That's what basant sir does... He tell us what it is... Then it's up to us. With disclaimer... From raghu uth to Mota haathi and lakhi halwai 😂.
Sir, TITAN sales increase seems to be over exaggerated due to increase in Gold prices rise in last few years, does it mean the amount of gold sales increase is comparitevly not so high. If gold prices don't increase and go down for some time will it lead to profit/EPS and sales growth reduction for TITAN. What's your view.
Titan's Sales Growth is much more than the Rise of Price of Gold. Significant portion of the sales is of diamond jewellery which has higher margin. Company is increasing outlets and aggressively focussing on increasing share of other verticals like eyewear , watches, ethnic wear etc. बाकी विस्तार में तो चाचाजी @bmtheequitydesk ही बात पाएंगे
@@BasantJi_Ka_Mooh_Bola_BhatiJa yes you maybe right. But except jewellery baki sab ka sales/profit main contribution is very less. Sales growth 10 years ki 15-18% hai. 10 years ki Gold cost growth bhi 7-8% hai. So Gold amount main growth 9-10% hi hui which is simmilar to many other Mota hathi 😋. I am not aware about diamonds though, with caretlane this could be growth opportunity for them.
Au small finance Abbott India,apl appollo tubes,schaefler India balkrishna industries,tata elaxi, mphasis,solar industries, persistent sys, mazagon dock please your views for long term
Good Evening Basant Sir , Your Business model analysis is the best ❤ , I enjoy a lot watching your videos and learning a lot One Question - What is the significance of F&O in share market , why does it exist . Please share your thoughts. I am from Odisha Thanks
Hello , Basant sir. I am Bhavesh Patel following your RUclips channel since November 2022. You're fundamental analysis working for me. I have Viru & Pathan stocks. Please, analyze. (1) V-Mart (2) Paisalo digital
Sir, I can understand the negative sentiments of PPL. I did not want say it but being religious want to share do not stop, God has blessed u with such a heart with knowledge, u are really doing great deeds by being true & honest , this God Loves. Hope u got my point. Regds Sandeep
Sir, please tell us what should be the TARGET SIZE OF PORTFOLIO BY AGE for a job normal doing person. For eg. Age 25, Age 30, Age 35... so on. It's good to have a Goal in place. Thank you. 🙏
Maine RUclips premium Liya hai 123 par month par kohi add ka tension Nahi or mobile battery bhi save hoti screen off kar sakate or download kar ke bhi sun sakate hai kohi bhi video very good option to choose RUclips premium ❤
गुरुजी प्रणाम। प्लीज नाम नहीं लीजिएगा । मैं 42 वर्ष का हूं।पापा शेयर बाजार में इन्वेस्टिंग को अच्छा नहीं मानते हैं लेकिन लड़ झगड़ कर₹500000 लिए हैं उन्होंने कहा है अगर इसका 50% जिस दिन ऊपर बना लोगे तो और ज्यादा पैसे दे दूंगा कशमकश में हूं कि आपका कौन सा स्मॉल केस सब्सक्राइब करू? या किसी एक, दो या तीन स्टॉक में डाल दूं?प्लीज सुझाव दीजिए।
Sir today i invest 5 lakh in VBL for 15 year, Suggest me that it is good investment for long term. And ye bhi bataye ki kahi campa cola Competition to nahi dega Pepsi ko? Please Guide
नमस्कार बसंतजी... कई बार प्रश्न रिपीट होते है, मोस्टली नए सब्सक्राइबर्स की और से. मेरा छोटा सा सुझाव है कि पुराने प्रश्नों का उत्तर आपके पुराने छात्र दे दे ताकि आपको नए प्रश्नों का उत्तर देने के लिए ज्यादा समय मिल पाए... 😊😊
Good evening. In a renowned app, you can skip name [ET markets, pe of kitex is shown as pe ratio (x) 47.46 in key matrix , while in financial ratios, it is shown 15.86. Why so huge difference? Which should be be considered? You haven't taken my single question so far. Pl discuss.
Hello sir, mei ek wildlife photographer & traveller hu. Ap hamesha kehte h ki stock pe profit ho to nagraj bn jao. Bt sir kbhi profit bhi to book Kia jayega. Aur non- economic background hone ki wajah se bahut se log technical k base pe profit book krte h to wo big profit kaise banaye q ki technical kisi point pe aa k sell signal de hi deta h pr fundamentals nhi
Hello sir I have BSE ltd = 6 times return Fiem industry = 3.5 times Ion exchange = 2.5 times Dalmia bharat sugar = 2.6 times Should I hold this or buy more or sell all. what should I do please guide me.
I’m certain you won’t read this or engage with this comment but I hope you do - I believe Reliance is on the cusp of atleast tripling it’s value in next three years. The point of 150 billion investment that you mentioned is exactly the reason why it will triple value. Reliance isn’t income stream stock but a wealth stream stock (like gold), it’s value over time unlocks. As a stock holder of reliance, I like Reliance keeps investing into different business and wherever it lands it turns it to Monopoly or Duopoly or nicely put - leader. I can explain this in 100 more ways but Reliance is massively undervalued at the moment, slightly on stock price but massively on potential. The synergy effect it is creating by entering into every possible sector and tying it together will spin minds.
Namaste sir 1 lac per month salary 25000 per month mutual fund me sip krte hain. 15 lac ka portfolio bhi hai Hdfc bank Icici bank IndusInd bank Idfc first bank Ujjivan small bank. Equitas small bank UTKARSH SMALL BANK IRFC LUX INDUSTRY Finolex industry KPIT HAPPIEST MIND TATA MOTORS DIVIS lab AP agar hote meri jga toh isme me se kaun kaun sa stock delete marte Or kisme kisme allocation increase krte?
I have been explaining a friend about the emergency fund he has 3L ( his 2 salaries ) in emergency ... He has a credit card...of 10L limit He told me ok....if I get an emergency ..i swipe the card...and what if I loose the job at that time and am not able to reply.... Height of pessimism I did a namsakar to him and changed the topic...
Hello Basant sir! Thanks indeed for all what you are doing for know nothing investors like us! I just want to know your view on Air conditioning companies as a consumer discretionary like Voltas , blue star etc for longer term. Thanks
Hello sir, you never elaborate on insurance industry 😊 please share your views on ICICI Lombard and HDFC Life, I have 25% of my 20lacs portfolio in both. Shall I sell and exit?
6:00 It is not possible for manufacturers to sell to each and every retailer Directly. They prefer to pay 2-5% margin to the people as they also pay money early
Hello sir, You mentioned that we look for 15% or above ROE but stocks like Ultratech cement has fluctuating ROE that hardly crosses 15%. Even Escorts has 10% ROE since last two years but these companies are giving handsome returns. Do you also suggest adding some other theory when ROE is around 10-12% like above companies?
Hello Sir, UNO Minda ek auto parts maker consumer discretionary company hai. Book value 72, EPS 11, PE ratio 53, PB ratio 8 aur ROE 15 hai. Revenue growth 20% , net profit growth 16% , Share price 610 hai. Kya yah share over priced hai. Just for education purpose.
Hello Sir, Manish from UK(India) You say PE firm in the shareholding looking for exit will not allow share price to go higher, but isn't that why they invested in the first place? Price go high then they should sell happily?
@@siddharthbirdi but It doesn't seem like they exit soon, not even block deals happen soon. What is the term limit generally? I am confused as some good stock should be a great opportunity for long term but Basant sir says it will not grow too much because of PE promoters.
I'm a very penny investor not a penny stock inverter . I have VBL FROM 226 TRENT FROM 630 TITAN FROM 1288 TATA MOTORS FROM 175 SONACOMS FROM 291 RAILTEL FROM 94 NAVIN FLOUR FROM 2005 MAZDOCK FROM 265 IRCTC FROM 276 ICICI BANK FROM 471 DIXON FROM 3740 BDL FROM 400 BAJAJ FINANCE FROM 3448 BAJAJ FINSV FROM 613 AXIS BANK FROM 429 ALKYLAMINE FROM 1588. PLEASE TELL ME UNTILL HOW HOLD THEM. I CAN HANDEL UP TO 10 YEARS. Tell me when I should book profit.
Good evening Sir. Some are very miser, not liking even 10%. Viewers should know a gift of Rs. 2-3000 is nothing for NW of more than Rs 2500 Crores gentleman. His knowledge is free. Pl. refrain from falsely charging and stop watching. 🙏
As always BasantSir you are the grate, onset opponent of market Sir you are doing finance guide relief working of people grate Keep healthy & wealthy 🙏🙏
*sir ethos watches, bought at 900, now at 1600* *kei bought at 700 2 years ago, now at 2500* *also bought apl apollo, astral, pi industries, navin fl, apollo tyres, Schaeffler, balaji amines, Pidilite, Timken, bse, etc..... all at 2-4x profits* *sir shall i add/remove/hold any stock from the above???????*
Sir what's your views on a monthly SIP portfolio with stocks Federal Bank, Jio Financials, Tata Motors DVR, MapMyIndia, Zomato, BSE, Sambardhama Motherson lnternational, Motherson Sumi Wiring, Uno Minda, KPIT, GMR Airports and Coforge. I want to built this fund for my retirement which is 18 years from now. I also have a core portfolio with Infosys, HdFC, ITC, Titan for our children's and grand children's (our son is only 16 and daughter 8 years only
Hello Sir, You suggested to keep an consumer discretionary stock in portfolio for long term and liquor stock for that matter , but all liquor stocks are expensive right now. Can you suggest what can be done in this case ?
Hlo sir, High PE is good time to invest in cyclical stock, so is it time to invest in metal stock with high pe and also sir is rate cut going to benifit metal stock like tata steel and Jsw. 🙏🙏🙏🙏🙏 Also please share your view on Borosil renewables 🙏🙏🙏🙏🙏🙏🙏
Rakesh Gupta ..if you don't have idea or do not want to read pls just mera naam bol dijiye will get my answer as holding hindware home innovation from 136 level now it is above 600 and came down due to last qtr weak result ..should hold or add ?
Today where every Fin-influencer is turning out to be fraud, you are like a ray of hope. I closed my DMAT account and opened a new one at a new broker where i have not activated the F&O segment and now working in cash segment only and holding my shares for long term now. Thank you 😊❤
3 years se 5 years vision pe 1 cr invest kare. Lekin uski risk ko hedge bhi karna hai.. Aise stocks jo 3 to 5 years mein 3X ho jaaye. Usme 0.25 X Agar hedging cost lage toh kya dikkat hai?
Sir , I am Arun Negi from , Gauchar,Uttarakhand. sir kya long term investing ek marketing gimmick hai. kyonki ye Gore log khud toh din bhar buy sell karte rehte Hain aur bechare retail investors ko bola jata hai ki long term ke liye Paisa lagao..taaki Gore log jab bhi sell karein toh market jyda na gire. Agar long term investing ka Funda na ho toh nifty 2000-20k ek hi din mein fluctuate krta rahega vice versa
Pranaam Sirjee! This recent Brightcom saga has again shattered my faith in the markets. I want to take precautions going forward with all my investments. Is there any financial ratio or some numerical metric that can act as a red-flag while reading the balance sheet that will be hard for the company to fudge? Humble request for your opinion.
Basant Sir, few sectors wont get higher valuation (in spite of good numbers), one such example is "Paper Sector". All paper sector companies have single digit PE even though they have 20-35 ROE. Why so, please explain.
@@BasantJi_Ka_Mooh_Bola_BhatiJa If possible send that link, one point, the entire paper sector is always in single digit PE. In cyclical companies get good valuation in boom time but some sector never get good valuation. Is it because paper sector is sunset sector? I mean a Yesterday's business?
@@tinguzz paper can be slow growth but not sunset sector, most paper mills are diversifying into packaging, writing and printing paper demand has also not reduced too much despite the fears of digitalization in education. Printed books and notebooks are here to stay for much more than most people anticipated, Education sector has seen digitalization fail during COVID
@@BasantJi_Ka_Mooh_Bola_BhatiJa, Thanks giving insights like "From Paper to packaging shift of Paper industries". JK Paper is looking under valued (also good history with parenthood of JK Group). Thanks for comment
Kitex garments, net cash flow from operating activities is 590 cr, but, net cash flow is negative..604 cr as 1067 cr are used in investing activities. किसको तवज्जो दे? Pl discuss. Seriously..no recommendation
Sir, what is the point in knowing EPS, if we know PE? Even though pe is calculated from eps, why to bother by no of figures? Pl discuss वर्धमान textiles. Serious discussion, no recommendation.
Hi sir ,samiran Dey from Kolkata, viewer from 1 day infact apko 1st dekha equity gurukul main.. bohot inspiration Mila ..apse jurne ki moka hain bt utna capital Nehi tha ..bt 6 th lacks se starting hain last week BM focus main subscribe Kiya ..bohot Shanti hain mon main apse jurni ki.. profit or charges utna matter Nehi hain. Bt ak cheez monthly 20k sip kaise Dale same weightage main . Pls guide ,pranam sir
15 th time😢. .company can have higher EPS than BV ?? If yes than what does it mean ? In what kind of sector or company show this kind parameters..is it good or bad?? Sir kindly take this question plz..i have little high position in stock...so kindly review it plz..plz....
Sir, I wanted to enter goldiam international two years back. But price was too high. Now it has corrected signaficantly. It had shown phenomenal top line and bottom line growth. But sales are declining for last two quarters. Should I invest now? It's pe ratio come down to 17. Roe 15.3. market cap 1359 crore. Sales decline may be due to slow down in America. As most of its revenue comes from that country.
Sir, aapke stock in personal portfolio, pms and smallcases..How is the stock selection different. Is the difference on basis of risks( riskiest one in personal), most conviction, liquidity or something else.
Dear Sir, I have recently subscribed to BM Nifty Top 20. I have a lump sum that I want to invest in this. I have the following questions. 1. Should I invest lump sum or over a period of time? 2. If lump sum then what should be the ratio for each of the 20 stocks? 3. If over a period of time, then what should be the investing amount and frequency? Further, what should be the ratio for each of the 20 stocks? Please advise. Thanks & Regards
Sir, Respect from Kolkata. If PE or 'Price to Book Value' is at all time low but the stock price is trading near All Time High & the company is growing steadily, should we use for the Stock price to come down (for some external event) or buy at current price?
Aadrneeya Basant ji , I purchased 1 lot of Cholamandlam investment &fin on 25th aug for the expiry of 28th september but without our order it was squared off with remark system generated order resulting in loss of rs- 17000. It was ICCI securities and our account is corporate account which have good amount of balance . Also Tata motors is not sqared off despite bigger loss than chola. Pl advise as other investers may also be facing such problem. Pl pl do reply as your words will be final for us.
Sir i want to calculate ROE of my business. I have a trading business of tin sheets. I have my own factory so i dont have to pay rent. I generally keep a margin of 7-8 percent on any item for eg. If i purchased something for 100rs my selling price would be 107-110rs. This does not include any expenses. How will i calculate ROE of business as a whole. Thanks
Sir i am asking 13 time question please take my question. Promoters ka holdings kitna percentage hona chahiye company me & company growth kaise track karna chahiye
महोदय नमस्कार मैंने आपकी किताब द थॉटफुल इन्वेस्टर खरीद रखी है परंतु कई बार खोल दी कई बार पढ़ने की कोशिश की अंग्रेजी कुछ काम समझ आती है हिंदी में कोई अच्छी किताब है जिसको मैं पढ़ सकता हूं इन्वेस्टिंग के लिए ज्ञान बढ़ाने के लिए शेयर बाजार का
Basant ji namaste,I am house wife from kanpur,mai aapko RUclips shuru hone ke pahle se follow kerti hoon jahan aapka interview mil jata tha,sir @@Q - Business news chanals main aajkal BEL,BEML JAISI COMPANYKO BAHUT PROMISING BATATE HAIN KYa invest kerna chahiye ?? Pls suggest
Sir please please please please please take my question. Why is Alkyl Amines PE at 60 so much higher than that of Balaji Amines at only 21 even though they both are a duopoly????
Sir aap jab Gift dikhate ho toh jo gift le ke aaya hai usko bahut zada acha lagta hai He feels like Dekho Basant sir ne mera Gift dikhaya And he will save the video forever
--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Sir company ka debt zero promoter holding 28,% promoter pledge 3% kya e stock fundamentaly thik hai
*sir ethos watches, bought at 900, now at 1600*
*kei bought at 700 2 years ago, now at 2500*
*also bought apl apollo, astral, pi industries, navin fl, apollo tyres, Schaeffler, balaji amines, Pidilite, Timken, bse, etc..... all at 2-4x profits*
*sir shall i add/remove/hold any stock from the above???????*
Sir koi kuchh bee kahe please aap BM meet band mat kar na.
Aap to sir ham j se logo k liye masiya ho ham ko himat de te ho aap ham j se log to aap k idea se hi stock market me investment kar ne k liye layak bane he.
Sir ji namaste,
Icici bank,kotak bank,sbi,bob me financing profit to negative hai, aur other income badhti ja Rahi hai aur uski vajah se net profit jyada dikhta hai to use kaise samajhana chahiye? Sir, please iske bare me bataye
Kya operating profit se other income jyada ho to voh company ke liye plus point hota hai
Kise jyada mahatv de operating profit ko ya net profit ko?
any book /course/ you tube where layman can help to learn to analysis the fundamental of स्टॉक & market
Sir you are a rich person sir gift aapko isliye dete hai ki aapko apna samjte hai aap se pyar karte hai
Thanks sir
Can you teach some day about
Cash flow reading
1. Cash from operating profit
2. Cash from investing activity
3. Cash from financing activity
Net cash flow
Please guide on this both considering + and -
Dear sir मैं एक रिटेल इन्वेस्टर हूं, आपका हर वीडियो हमारी नॉलेज बढ़ाता है शेयर मार्केट के जंगल में जंगली जानवरों से बचाता है यहां गलती की सजा जरूर मिलती है। आपसे request है कि आप ये videos continue रखिए। लोग तो अच्छा और बुरा लिखते रहेंगे। हम जैसों को आपकी जरुरत है अभी तो इंडिया की १०% population bhi participate नहीं कर रही है स्टॉक मार्केट में। लोगों को हेल्प होगी आपके videos से।
Thanks a lot from the core of my heart ❤😊
Hello Sir, I am Rahul Das from Tamluk, East Medinipur, please take my question. If a mutual funds company receives dividends from their stock holdings. Then how does it benefit the MF holder?
Thank you sir.
I believe NAV will adjust equivalent of the dividend amount
Sir, jai hind and namaste sada vatsale matrubhumi.
Sir Namaskar,
Is it negative and we should exist from stock if its going from ASM list 1 to 4 I am asking about K-Solve
I have decent returns in this should I hold or exist for entertainments only
Thank yoy
Sir what a great wisdom you are providing consistantly hats off to you BM sir, i followed your advised to pour more money in BM focused smallcap small case on launch day it paid of great sir thanks i am luckty to have master philosopher like you sir.
Pranam guruji. Charan sparsh. For learning purposes I want to ask about your Cupid investment.
1. Do you used to concentrate in 4 to 5 stocks at that time? at what amount to be diversified for protecting capital?
2. What red flags you missed when you invested as it was also a sector leader?
I always keep 3 to 4 stocks max and mostly in micro or small caps.
Namaste Sir, I am very impressed by you knowledge. Sometimes I feel I should show your videos to my kids to show them what mastery means. I am planning to invest in below 6 stocks for 5 years. Your advise on REFEX, SKM EGG, MAN INFRA, MOFS, H G INFRA ENGG and D P WIRES plzzzzzzzzzzz..... 😊Love you Basantji❤
SIR JI, DONT REFUSE THE GIFTS, THEY R FROM THE HEART.
After following you,
I stop following FII & DII activity falana dhimkana, not traded F&O from 16 Aug.
Only focusing on growth stock and Sitting on stock like bare land Rock.
Thanks fo guiding!
Sir I watched your video from the first day you have started. But today you have delivered the best dialogue " apko bolta kon ho korneko " seeing your expressio i am laughing and watching. Sir but we are saying dayakore fundamental class kobe suru korben. From bongaon. Plz sir . Don't pick my question but plzzzz start sir.
Sir the knowledge you are sharing with us is priceless. Aap har baar kuchh naya sikhaate hain. Isliye aapki har video pure dhyaan se dekhta hun.
Thanks for clearing my doubt on Chemicals (Cyclical, not to invest for the long term).
Wishing you happiness and very long life, and many many compounding years ahead❤🙏
No one till date has been able to judge 100% the way market is going to move. It's understandable that people can go wrong but the main issue here is avoiding mistakes silly enough for you to lose money. That's what basant sir does... He tell us what it is... Then it's up to us. With disclaimer... From raghu uth to Mota haathi and lakhi halwai 😂.
Sir, TITAN sales increase seems to be over exaggerated due to increase in Gold prices rise in last few years, does it mean the amount of gold sales increase is comparitevly not so high. If gold prices don't increase and go down for some time will it lead to profit/EPS and sales growth reduction for TITAN.
What's your view.
Titan's Sales Growth is much more than the Rise of Price of Gold. Significant portion of the sales is of diamond jewellery which has higher margin. Company is increasing outlets and aggressively focussing on increasing share of other verticals like eyewear , watches, ethnic wear etc. बाकी विस्तार में तो चाचाजी @bmtheequitydesk ही बात पाएंगे
@@BasantJi_Ka_Mooh_Bola_BhatiJa yes you maybe right. But except jewellery baki sab ka sales/profit main contribution is very less.
Sales growth 10 years ki 15-18% hai. 10 years ki Gold cost growth bhi 7-8% hai. So Gold amount main growth 9-10% hi hui which is simmilar to many other Mota hathi 😋.
I am not aware about diamonds though, with caretlane this could be growth opportunity for them.
@@BasantJi_Ka_Mooh_Bola_BhatiJawhat are ur views on ethos if u know when gdp rise luxury items tends to grow faster is it good buy thanks
Awesome ❤
Au small finance Abbott India,apl appollo tubes,schaefler India balkrishna industries,tata elaxi, mphasis,solar industries, persistent sys, mazagon dock please your views for long term
Good Evening Basant Sir , Your Business model analysis is the best ❤ , I enjoy a lot watching your videos and learning a lot
One Question - What is the significance of F&O in share market , why does it exist . Please share your thoughts.
I am from Odisha
Thanks
Hello , Basant sir. I am Bhavesh Patel following your RUclips channel since November 2022.
You're fundamental analysis working for me. I have Viru & Pathan stocks. Please, analyze. (1) V-Mart (2) Paisalo digital
Thank you sir🩷❤
sir i feel guilty when i forget to like ur video. great job on your part. cannot thank you enough. parnam
EXXARO TILES
making W pattern
After reaching 160 will create CUP there.
Sir, I can understand the negative sentiments of PPL. I did not want say it but being religious want to share do not stop, God has blessed u with such a heart with knowledge, u are really doing great deeds by being true & honest , this God Loves. Hope u got my point. Regds Sandeep
सर नमस्ते
आपने उज्जैन का नाम लिया बहुत अच्छा लगा।❤❤❤❤❤
Sir apni sab somay valo thakben sustha thakben
Sir, please tell us what should be the TARGET SIZE OF PORTFOLIO BY AGE for a job normal doing person. For eg. Age 25, Age 30, Age 35... so on. It's good to have a Goal in place. Thank you. 🙏
Maine RUclips premium Liya hai 123 par month par kohi add ka tension Nahi or mobile battery bhi save hoti screen off kar sakate or download kar ke bhi sun sakate hai kohi bhi video very good option to choose RUclips premium ❤
Pranam Guru Ji…🙏 Aap Ke Videos Me Roj Dekhta Hu Aur Mujhe Bahut Fayada Bhi Hota Hai Aap Ke Gyan Se Share Bazaar Me…🙏
गुरुजी प्रणाम। प्लीज नाम नहीं लीजिएगा । मैं 42 वर्ष का हूं।पापा शेयर बाजार में इन्वेस्टिंग को अच्छा नहीं मानते हैं लेकिन लड़ झगड़ कर₹500000 लिए हैं उन्होंने कहा है अगर इसका 50% जिस दिन ऊपर बना लोगे तो और ज्यादा पैसे दे दूंगा कशमकश में हूं कि आपका कौन सा स्मॉल केस सब्सक्राइब करू? या किसी एक, दो या तीन स्टॉक में डाल दूं?प्लीज सुझाव दीजिए।
Ksolves India Ltd,Sir ji company continue growing ,above 100% ROE and related to AI and machine learning
Please check fundamentals give your view
@bmtheequitydesk
Sir today i invest 5 lakh in VBL for 15 year, Suggest me that it is good investment for long term. And ye bhi bataye ki kahi campa cola Competition to nahi dega Pepsi ko? Please Guide
in this age, so much dedication, passion... even after achieving so much in life.. i take a bow !🙇♀
नमस्कार बसंतजी... कई बार प्रश्न रिपीट होते है, मोस्टली नए सब्सक्राइबर्स की और से. मेरा छोटा सा सुझाव है कि पुराने प्रश्नों का उत्तर आपके पुराने छात्र दे दे ताकि आपको नए प्रश्नों का उत्तर देने के लिए ज्यादा समय मिल पाए... 😊😊
guruji every gift is token of love. it fills us viewers with pride to see these gifts. they are always priceless. thanks and lots of love sir.
Good evening. In a renowned app, you can skip name [ET markets, pe of kitex is shown as pe ratio (x) 47.46 in key matrix , while in financial ratios, it is shown 15.86. Why so huge difference? Which should be be considered? You haven't taken my single question so far. Pl discuss.
Sir
You are showing the gifts because you want to share the joy with you tube community.
Hello sir, mei ek wildlife photographer & traveller hu. Ap hamesha kehte h ki stock pe profit ho to nagraj bn jao. Bt sir kbhi profit bhi to book Kia jayega. Aur non- economic background hone ki wajah se bahut se log technical k base pe profit book krte h to wo big profit kaise banaye q ki technical kisi point pe aa k sell signal de hi deta h pr fundamentals nhi
Hello sir
I have
BSE ltd = 6 times return
Fiem industry = 3.5 times
Ion exchange = 2.5 times
Dalmia bharat sugar = 2.6 times
Should I hold this or buy more or sell all.
what should I do please guide me.
I’m certain you won’t read this or engage with this comment but I hope you do - I believe Reliance is on the cusp of atleast tripling it’s value in next three years. The point of 150 billion investment that you mentioned is exactly the reason why it will triple value. Reliance isn’t income stream stock but a wealth stream stock (like gold), it’s value over time unlocks. As a stock holder of reliance, I like Reliance keeps investing into different business and wherever it lands it turns it to Monopoly or Duopoly or nicely put - leader. I can explain this in 100 more ways but Reliance is massively undervalued at the moment, slightly on stock price but massively on potential. The synergy effect it is creating by entering into every possible sector and tying it together will spin minds.
What a bulletin ❤, thanks as always 🙏
धन्यवाद 😊
Namaste sir
1 lac per month salary
25000 per month mutual fund me sip krte hain.
15 lac ka portfolio bhi hai
Hdfc bank
Icici bank
IndusInd bank
Idfc first bank
Ujjivan small bank.
Equitas small bank
UTKARSH SMALL BANK
IRFC
LUX INDUSTRY
Finolex industry
KPIT
HAPPIEST MIND
TATA MOTORS
DIVIS lab
AP agar hote meri jga toh isme me se kaun kaun sa stock delete marte Or kisme kisme allocation increase krte?
Apki wajah se maine 77 stock k portfolio ko abhi 30 stock tak kiya h
Bhai kaise kiya.. please share information,it will be helpful
I have been explaining a friend about the emergency fund
he has 3L ( his 2 salaries ) in emergency ... He has a credit card...of 10L limit
He told me ok....if I get an emergency ..i swipe the card...and what if I loose the job at that time and am not able to reply....
Height of pessimism
I did a namsakar to him and changed the topic...
Hello Basant sir! Thanks indeed for all what you are doing for know nothing investors like us! I just want to know your view on Air conditioning companies as a consumer discretionary like Voltas , blue star etc for longer term. Thanks
Hello sir, you never elaborate on insurance industry 😊 please share your views on ICICI Lombard and HDFC Life, I have 25% of my 20lacs portfolio in both. Shall I sell and exit?
Both are good. But hdfclife is tooooo much expensive. Icici Lombard is good bet, it's just entertainment no advice of buy or sell do it own research.
6:00 It is not possible for manufacturers to sell to each and every retailer Directly. They prefer to pay 2-5% margin to the people as they also pay money early
Hello sir,
You mentioned that we look for 15% or above ROE but stocks like Ultratech cement has fluctuating ROE that hardly crosses 15%.
Even Escorts has 10% ROE since last two years but these companies are giving handsome returns.
Do you also suggest adding some other theory when ROE is around 10-12% like above companies?
Hello Sir,
UNO Minda ek auto parts maker consumer discretionary company hai. Book value 72, EPS 11, PE ratio 53, PB ratio 8 aur ROE 15 hai. Revenue growth 20% , net profit growth 16% , Share price 610 hai. Kya yah share over priced hai. Just for education purpose.
Relaxo is doing capex, so Low roe. Sooner roe will improve. PE wl eventually come down soon.
Sir please reply JSW steel ka ROE is around 6%! Then why to chose it? please answer sir.
@bmtheequitydesk
Hello Sir, Manish from UK(India)
You say PE firm in the shareholding looking for exit will not allow share price to go higher, but isn't that why they invested in the first place? Price go high then they should sell happily?
@@siddharthbirdi but It doesn't seem like they exit soon, not even block deals happen soon. What is the term limit generally? I am confused as some good stock should be a great opportunity for long term but Basant sir says it will not grow too much because of PE promoters.
I'm a very penny investor not a penny stock inverter .
I have
VBL FROM 226
TRENT FROM 630
TITAN FROM 1288
TATA MOTORS FROM 175
SONACOMS FROM 291
RAILTEL FROM 94
NAVIN FLOUR FROM 2005
MAZDOCK FROM 265
IRCTC FROM 276
ICICI BANK FROM 471
DIXON FROM 3740
BDL FROM 400
BAJAJ FINANCE FROM 3448
BAJAJ FINSV FROM 613
AXIS BANK FROM 429
ALKYLAMINE FROM 1588.
PLEASE TELL ME UNTILL HOW HOLD THEM. I CAN HANDEL UP TO 10 YEARS.
Tell me when I should book profit.
Good evening Sir. Some are very miser, not liking even 10%. Viewers should know a gift of Rs. 2-3000 is nothing for NW of more than Rs 2500 Crores gentleman. His knowledge is free. Pl. refrain from falsely charging and stop watching. 🙏
Dear Basant sir, Can You pls take look on insurance sector Like SBI, Max Financial, HDFC, ICICi whats your view on growth and Future Of these Stocks
Sir Market cap 30cr seems to be an OEM in making. Evans Electric. Plz share your view. Getting lot of Market wisdom from you. Stay blessed.
Basant jee,Agar koi aaj Chota hain to sirf apni chotti soch ke Karan.
Sir, in chote logon ki soch par dhyan Dena nahi hain.
Thanks
You are asking to buy stock but which one all mid caps are 3 -4 times now and seems overvalued . It does not look good deal to invest
As always BasantSir you are the grate, onset opponent of market
Sir you are doing finance guide relief working of people grate
Keep healthy & wealthy 🙏🙏
*sir ethos watches, bought at 900, now at 1600*
*kei bought at 700 2 years ago, now at 2500*
*also bought apl apollo, astral, pi industries, navin fl, apollo tyres, Schaeffler, balaji amines, Pidilite, Timken, bse, etc..... all at 2-4x profits*
*sir shall i add/remove/hold any stock from the above???????*
@bmtheequitydesk
sirjee rajshree polypack ka analysis keriyega
Sir what's your views on a monthly SIP portfolio with stocks Federal Bank, Jio Financials, Tata Motors DVR, MapMyIndia, Zomato, BSE, Sambardhama Motherson lnternational, Motherson Sumi Wiring, Uno Minda, KPIT, GMR Airports and Coforge. I want to built this fund for my retirement which is 18 years from now. I also have a core portfolio with Infosys, HdFC, ITC, Titan for our children's and grand children's (our son is only 16 and daughter 8 years only
Hello Sir,
You suggested to keep an consumer discretionary stock in portfolio for long term and liquor stock for that matter , but all liquor stocks are expensive right now. Can you suggest what can be done in this case ?
@bmtheequitydesk wait for the right time to enter. buy when everyone is selling
Hlo sir, High PE is good time to invest in cyclical stock, so is it time to invest in metal stock with high pe and also sir is rate cut going to benifit metal stock like tata steel and Jsw. 🙏🙏🙏🙏🙏
Also please share your view on Borosil renewables 🙏🙏🙏🙏🙏🙏🙏
Rakesh Gupta ..if you don't have idea or do not want to read pls just mera naam bol dijiye will get my answer as holding hindware home innovation from 136 level now it is above 600 and came down due to last qtr weak result ..should hold or add ?
Today where every Fin-influencer is turning out to be fraud, you are like a ray of hope. I closed my DMAT account and opened a new one at a new broker where i have not activated the F&O segment and now working in cash segment only and holding my shares for long term now. Thank you 😊❤
Sir kindly view on olectra green
3 years se 5 years vision pe 1 cr invest kare.
Lekin uski risk ko hedge bhi karna hai..
Aise stocks jo 3 to 5 years mein 3X ho jaaye. Usme 0.25 X Agar hedging cost lage toh kya dikkat hai?
Sir , I am Arun Negi from , Gauchar,Uttarakhand. sir kya long term investing ek marketing gimmick hai. kyonki ye Gore log khud toh din bhar buy sell karte rehte Hain aur bechare retail investors ko bola jata hai ki long term ke liye Paisa lagao..taaki Gore log jab bhi sell karein toh market jyda na gire. Agar long term investing ka Funda na ho toh nifty 2000-20k ek hi din mein fluctuate krta rahega vice versa
Pranaam Sirjee!
This recent Brightcom saga has again shattered my faith in the markets. I want to take precautions going forward with all my investments. Is there any financial ratio or some numerical metric that can act as a red-flag while reading the balance sheet that will be hard for the company to fudge? Humble request for your opinion.
Basant Sir, few sectors wont get higher valuation (in spite of good numbers), one such example is "Paper Sector". All paper sector companies have single digit PE even though they have 20-35 ROE. Why so, please explain.
cyclical, he has answered this in of his recent videos
@@BasantJi_Ka_Mooh_Bola_BhatiJa If possible send that link, one point, the entire paper sector is always in single digit PE. In cyclical companies get good valuation in boom time but some sector never get good valuation. Is it because paper sector is sunset sector? I mean a Yesterday's business?
@@tinguzz paper can be slow growth but not sunset sector, most paper mills are diversifying into packaging, writing and printing paper demand has also not reduced too much despite the fears of digitalization in education. Printed books and notebooks are here to stay for much more than most people anticipated, Education sector has seen digitalization fail during COVID
@@BasantJi_Ka_Mooh_Bola_BhatiJa, Thanks giving insights like "From Paper to packaging shift of Paper industries". JK Paper is looking under valued (also good history with parenthood of JK Group). Thanks for comment
@@tinguzz u might want to research satia paper also. JK is mota hathi of paper industry
Kitex garments, net cash flow from operating activities is 590 cr, but, net cash flow is negative..604 cr as 1067 cr are used in investing activities. किसको तवज्जो दे? Pl discuss. Seriously..no recommendation
Sir, what is the point in knowing EPS, if we know PE? Even though pe is calculated from eps, why to bother by no of figures? Pl discuss वर्धमान textiles. Serious discussion, no recommendation.
Need One live recording not for verification but for entrainment 🎉🎉❤
Hi sir ,samiran Dey from Kolkata, viewer from 1 day infact apko 1st dekha equity gurukul main.. bohot inspiration Mila ..apse jurne ki moka hain bt utna capital Nehi tha ..bt 6 th lacks se starting hain last week BM focus main subscribe Kiya ..bohot Shanti hain mon main apse jurni ki.. profit or charges utna matter Nehi hain. Bt ak cheez monthly 20k sip kaise Dale same weightage main . Pls guide ,pranam sir
15 th time😢. .company can have higher EPS than BV ?? If yes than what does it mean ? In what kind of sector or company show this kind parameters..is it good or bad?? Sir kindly take this question plz..i have little high position in stock...so kindly review it plz..plz....
Sir, I wanted to enter goldiam international two years back. But price was too high. Now it has corrected signaficantly. It had shown phenomenal top line and bottom line growth. But sales are declining for last two quarters. Should I invest now? It's pe ratio come down to 17. Roe 15.3. market cap 1359 crore. Sales decline may be due to slow down in America. As most of its revenue comes from that country.
Namaskar Sir ! My prayers for your good health ! You are trying hard to save retail investors..
Basant Sir , please share which are the good AI stocks in USA . Is google and Amazon are also Ai stock ? What is future of celcsius stock
Sir, very well explained consumer staples vs consumer discretionary stocks - thank you 🙏
Lage raho...sir maine sab kuch laga diya mkt me apna...god bless...
When should one buy a CAR when they start earning.....or just stay frugal and invest in the STOCK MARKET?
Sir, aapke stock in personal portfolio, pms and smallcases..How is the stock selection different. Is the difference on basis of risks( riskiest one in personal), most conviction, liquidity or something else.
Dear Sir,
I have recently subscribed to BM Nifty Top 20.
I have a lump sum that I want to invest in this.
I have the following questions.
1. Should I invest lump sum or over a period of time?
2. If lump sum then what should be the ratio for each of the 20 stocks?
3. If over a period of time, then what should be the investing amount and frequency? Further, what should be the ratio for each of the 20 stocks?
Please advise.
Thanks & Regards
Sir, Respect from Kolkata. If PE or 'Price to Book Value' is at all time low but the stock price is trading near All Time High & the company is growing steadily, should we use for the Stock price to come down (for some external event) or buy at current price?
Aadrneeya Basant ji , I purchased 1 lot of Cholamandlam investment &fin on 25th aug for the expiry of 28th september but without our order it was squared off with remark system generated order resulting in loss of rs- 17000. It was ICCI securities and our account is corporate account which have good amount of balance . Also Tata motors is not sqared off despite bigger loss than chola. Pl advise as other investers may also be facing such problem. Pl pl do reply as your words will be final for us.
Sir i want to calculate ROE of my business. I have a trading business of tin sheets. I have my own factory so i dont have to pay rent. I generally keep a margin of 7-8 percent on any item for eg. If i purchased something for 100rs my selling price would be 107-110rs. This does not include any expenses. How will i calculate ROE of business as a whole. Thanks
Sir i am asking 13 time question please take my question. Promoters ka holdings kitna percentage hona chahiye company me & company growth kaise track karna chahiye
Sir namaste 🙏🙏 sir I want to buy10 years some stocks Bajaj finance,tata elexi,bel, Dixon,polycab lpz review ❤❤
महोदय नमस्कार मैंने आपकी किताब द थॉटफुल इन्वेस्टर खरीद रखी है परंतु कई बार खोल दी कई बार पढ़ने की कोशिश की अंग्रेजी कुछ काम समझ आती है हिंदी में कोई अच्छी किताब है जिसको मैं पढ़ सकता हूं इन्वेस्टिंग के लिए ज्ञान बढ़ाने के लिए शेयर बाजार का
Dealers are backbone for a company ..company cannot market or sell on its own
Basant ji namaste,I am house wife from kanpur,mai aapko RUclips shuru hone ke pahle se follow kerti hoon jahan aapka interview mil jata tha,sir @@Q - Business news chanals main aajkal BEL,BEML JAISI COMPANYKO BAHUT PROMISING BATATE HAIN KYa invest kerna chahiye ?? Pls suggest
Taking gift 🎁 is not bad , it's good few people r lucky to get it
hats off to your views.. you are a blessing for us .. keep shining .. good evening.
Sir please please please please please take my question. Why is Alkyl Amines PE at 60 so much higher than that of Balaji Amines at only 21 even though they both are a duopoly????
सर, Alembic Limited मे Profit After Tax ये Profit Before Tax se बहुत ज्यादा है, ऐसा क्यू?
Thanks a lot sir for wonderful wisdom 😊😊😊😊😊
Sir aap jab Gift dikhate ho toh jo gift le ke aaya hai usko bahut zada acha lagta hai
He feels like Dekho Basant sir ne mera Gift dikhaya
And he will save the video forever