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I also agreed with you for sector wise in FY25. I would add some stocks 1. Gensol good company with high potential growth and also high risk. Available at approx 40% discount. I would like to know your opinion on this 2.. Motilal owswal, I see in coming years more people attract with equity investment that will create good opportunities in AMC company. Along company is doing constantly growing YOY and it's available at 10-12% discount. I would suggest this stock from financial sector 3. From IT no doubt KPIT Technology is available at good prices. Appropriate 30% discount. Persistent is good but at high prices, so just wait for Q3 may be it goes down and then start accumulating Otherwise Tata Elexi is also not bad choice and it's available at 30-35% discount As USA economy do well then this company should also well 4. From pharma I would bet on Capline point, not so aggressive return but also risk is low 😊
Dont forget mazdock :p also gave 130% returns, its at 48% returns. new year 2025 PF is coming soon. Btw 2024 NY smallcase has beat nifty 50 and 500. Beat all indexes basically
@@ShashankUdupa1 Yeah beat the indexes by a huge margin. I have watchlisted the stocks mentioned in this video. Looks like most of the stocks mentioned here are fundamentally strong stocks which you had mentioned already like vbl, kpit, tata power and your 2021 bet: Laurus labs xD. Will keep watch of these and average up accordingly. And wait for the 2025 PF video as well.
@@vinayakjanardanan1256 I'm started investing in kpit now, it has risen up little, couldn't get at discount price. But confused which 3 stocks to choose for low salaried guy 😅 as most of it goes in either nifty 50, or pvt banks
My 10 picks - Reliance, jio financial services, dr reddy ,kpit technologies ,natco pharma , tata motors, IndusInd bank , south Indian bank, aarti industries, medi assist. I hope this portfolio will grow atleast 15 cagr and slightly defensive also
Natco and IndusInd are valuation plays, so that's a good way of balancing out KPIT, and JIO. South Indian Bank I am not quite sure. Perhaps you can study Bajaj Finance.
The energy sector is definitely looking strong! But with the market so volatile, can these stocks really continue to outperform or will they get hit by regulatory risks?
I feel Banking sector and NBFCs are way too undervalued specially pvt. banks, if the economy is stable they are bound to do good in the next 2 years. The Bank Nifty PE is back to 2014 levels
@@ajithnair3689 Let's see. I'm still bullish and convicted. 3 Months back there were people expecting nifty at 30K by Dec, same people are exiting and going back to FD now
Hey Shahank, great video & learnings! Is it possible to make a dummy smallcase for learning purpose or verifying theses -before actually investing the amount ?
Great video Sashank. Loved your pick of the thematic drivers for the medium term. But don't get why you wud exclude big IT completely from also winning in this boom time phase for AI driven IT services. Their clients have probably already mandated them.
I think in addition to your current 10 stocks you can consider Banking/Chemical/Automobile sectors as well. 2 stocks in each sector. It would be a basket of 15-20 stocks.
Cochin Shipyard Ltd. Defence might play out well for the coming year. Jupiter Wagons Ltd Transport and electric wagons+ backward integration . Seems like they will have a good year.
Hi Shashank, thank you for always providing all the important insights about the market. You really are doing a great job. So can you please let me know if you can do the stock analysis of Jupiter life line hospitals or post some analysis regarding this stock ?? It would really be helpful to know :)
Hi, Shashank I'm a student and I keep learning about businesses and stock market. Can you please suggest a few good websites/newsletters/people to follow who don't BS around and put out quality content. I want to learn more and in depth. Free content is preferred but I'm ready to invest small amounts for learning.
My 11 stocks are Kalyan jewellers Reliance industries Mahindra and Mahindra Tata motors Tata power Zomato Hindustan Unilever Titan Itc HDFC SBI life insurance
Shashank, nice picks , Would really appreciate if you can give your views on PG Electroplast. Its and ODM and OEM for RAC, Washing machine, LED tvs , recently ventured into Assembly of EVs and Lithium batteries. I am holding this.
As a Bikaji Distributor a assure you that there is more growth in Bikaji foods because now they have entered into south Indian market and has more opportunities.
Swiggy….coz in 1 year they will become profitable and might close valuation gap with zomato …can reach 1000 in 1 year….thats my understanding….management is also good…high risk bet
I purchased tata motors @ 780... Your view?...My thought process behind this was its attractive valuation compared to other players as it had fallen about 30% in past few months...
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio.... So my portfolio Now looks like... 1. Tata Motors 2. Swiggy 3. Maharashtra Bank 4. Praj Industries 5. KPIT 6. Monarch Networth Management I do appreciate insights on my decision and some advice...thanks
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio.... So my portfolio Now looks like... 1. Tata Motors 2. Swiggy 3. Maharashtra Bank 4. Praj Industries 5. KPIT 6. Monarch Networth Management I do appreciate insights on my decision and some advice...thanks
I am a pensioner from Kerala and I bought 3 or 5 stocks monthly watching your vedeos I dont know any analysis But I"ll watch your vedeos regularly❤ ❤❤❤
Dont do this. Pension is your hard earned money. If you want to invest in stock, you need to know analysis and when to get out. Its better if you just invest in parag parikh flexicap fund. Tc stay healthy
You are in a risk zone. Avoid doing that. Instead do monthly SIP in 3 or 4 Mutual funds. With Nifty 50 MF should be there (Mandatory) in your portfolio You can also consider a Balanced ETF ( Nifty 50) New investor Direct invest Cheyuthal market iyll paisa undakaan budhimutta anu. Considering you age.
Given the volatility of the stock market, it might be wiser to switch to fixed instruments like Fixed Deposits (FD) or debt funds. As a pensioner, directly investing in stocks can be quite risky.
pvr is something i am bullish on for this year, they have been able to reduce losses and this year might even turn profitable , with good movies launching this quarter , expect PVR to have a good year .
Opportunities as per me: Tata tech: 940-950 NH: 1200-1230 Tata elexi: 6-7K Latent view: 438 Power mech: 2720-2730 Reliance: 1260 Venus pipes: 1615 Walchandnagar: 245 Pleas update the list or let me know if i need updation among these
Tata tech still doesn't justify it's valuations. It's better if buy it after reversal. If we buy now then downside is low but will waste time for sure.
Hi, I am surprised you have not considered financial and banking sector in this smallcase. Whereas, it is almost certain that banks will be the biggest beneficiaries in 2025 due to rate cut.
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What about LT foods and ADF foods in consumption sector, speak about this
What about ireda
@@InvestorKiddd it'll consolidate for some more days, until valuation becomes comfortable
😊😊😊
I have bought KPIT Tech,UTI AMC,ABSL AMC and Cyient DLM last week
Sappu
Good stocks though KPIT is still under trouble
You can look into Nippon AMC too
perfect mix of soic type fundamental macro view + momentum/short term triggers. great video!
Glad you liked it!
KPIT is definitely a great stock. I further suggest Cyient DLM and EMS
I also agreed with you for sector wise in FY25.
I would add some stocks
1. Gensol good company with high potential growth and also high risk. Available at approx 40% discount. I would like to know your opinion on this
2.. Motilal owswal, I see in coming years more people attract with equity investment that will create good opportunities in AMC company. Along company is doing constantly growing YOY and it's available at 10-12% discount. I would suggest this stock from financial sector
3. From IT no doubt KPIT Technology is available at good prices. Appropriate 30% discount.
Persistent is good but at high prices, so just wait for Q3 may be it goes down and then start accumulating
Otherwise Tata Elexi is also not bad choice and it's available at 30-35% discount As USA economy do well then this company should also well
4. From pharma I would bet on Capline point, not so aggressive return but also risk is low
😊
Shashank..can you prepare a small case which would amount to 15,000 max, so that it will be helpful for first time investors who would turn 18 in 2025
Techno Electric can be a god bet especially in Data centres space.
Long term 🔥
Over valuation
How do I track what the mutual funds are buying
Update on my 2024 smallcase: 40% return. Mainly anchored by RVNL and Mazagon . Thanks bro .
Dont forget mazdock :p also gave 130% returns, its at 48% returns. new year 2025 PF is coming soon. Btw 2024 NY smallcase has beat nifty 50 and 500. Beat all indexes basically
@@ShashankUdupa1 Yeah beat the indexes by a huge margin. I have watchlisted the stocks mentioned in this video. Looks like most of the stocks mentioned here are fundamentally strong stocks which you had mentioned already like vbl, kpit, tata power and your 2021 bet: Laurus labs xD. Will keep watch of these and average up accordingly. And wait for the 2025 PF video as well.
@@vinayakjanardanan1256 I'm started investing in kpit now, it has risen up little, couldn't get at discount price. But confused which 3 stocks to choose for low salaried guy 😅 as most of it goes in either nifty 50, or pvt banks
My 10 picks - Reliance, jio financial services, dr reddy ,kpit technologies ,natco pharma , tata motors, IndusInd bank , south Indian bank, aarti industries, medi assist. I hope this portfolio will grow atleast 15 cagr and slightly defensive also
Remove kpit for now. Pe too Except that all good
@@srinivasanvaradhan2768 it is good yr...I am invested in KPIT, natco, tata motors too
For 15% cagr why not opt for mutual funds instead of direct stock investment?
Natco and IndusInd are valuation plays, so that's a good way of balancing out KPIT, and JIO. South Indian Bank I am not quite sure. Perhaps you can study Bajaj Finance.
I don't think SI bank is worth, I prefer Axis,SBI
The energy sector is definitely looking strong! But with the market so volatile, can these stocks really continue to outperform or will they get hit by regulatory risks?
What is your view on CYIENT DLM Ltd
Shashank what about pricol ??
Great stuff 👍
I do hold Motherson International and Premier Polyfilms.
Jsw emegery,tata power,varun beverage,,bikaji,persistent system,zaggle(high risk),kpit,laurus(march 2025), narayana hrudalaya,
Hi.. tks for your wonderful insights. Locking forward your 2025 small case.
what about EMS, dixon , kaynes ?
How about afcons, ion exchange and waree energies??
What is your opinion about Redington??
Shashank what is your views on AI and semi conductor sectors
I feel Banking sector and NBFCs are way too undervalued specially pvt. banks, if the economy is stable they are bound to do good in the next 2 years. The Bank Nifty PE is back to 2014 levels
Then forget about it, as economy is not going to improve with such negative government policies.
@@ajithnair3689 Let's see. I'm still bullish and convicted. 3 Months back there were people expecting nifty at 30K by Dec, same people are exiting and going back to FD now
Can you make a video on stock thatwont do well
Thank you for the video..looking out for 2025 portfolio
Hi Shashak..what is your opinion about REIT?
Can u do an analysis on Trident if possible?
Hey Shahank, great video & learnings!
Is it possible to make a dummy smallcase for learning purpose or verifying theses -before actually investing the amount ?
Laurus Lab is a good buy holding it from 516
Thanks for all your efforts
This is really helpful, thanks for making this video. Will surely keep these stocks in my watchlist.
What about Aster Hospital ?
I think TRF LTD is good bet for long term perspective. whats your thought ?
How about Zomato for a long term perspective?
Congrats on 300k subs
All stock good collections, new counters adding shoryl! Tku!
Hi Shashank, nice video, I want to join your community, but it shows billing will start from Jan-03-2025; why so? please clarify.
Is it good to buy Happiest Minds
I don't think so
Great video Sashank. Loved your pick of the thematic drivers for the medium term. But don't get why you wud exclude big IT completely from also winning in this boom time phase for AI driven IT services. Their clients have probably already mandated them.
What about the textile sector in India benefiting because of unrest in Bangladesh?
How about Waree Energies in Energy sector?
High pe
I followed you on Year beginning, it is now 22%❤❤
I think in addition to your current 10 stocks you can consider Banking/Chemical/Automobile sectors as well.
2 stocks in each sector. It would be a basket of 15-20 stocks.
Can you suggest some
Greatttt video ❤❤💕💕💕 waiting for long 1hr session
Hi sir, How about HBL power, Tips music, Dynacons solution?
Pi industries
Angelone
Protean
Cdsl
Ratnaveer precision
Nhpc
Varun beverages
Could u elaborate about nhpc
@kakashisenpai99 unvalued stock and several projects are recieved from govt .. good buy for long term for sure
How do stocks work? I am a beginner..when to buy and when to sell them to get maximum returns? Can anybody guide?
Cochin Shipyard Ltd. Defence might play out well for the coming year. Jupiter Wagons Ltd Transport and electric wagons+ backward integration . Seems like they will have a good year.
Good informative video.
Thank you
Sitting on 124% profit in KPIT.
Hi Shashank, thank you for always providing all the important insights about the market. You really are doing a great job. So can you please let me know if you can do the stock analysis of Jupiter life line hospitals or post some analysis regarding this stock ?? It would really be helpful to know :)
Can you tell about sw solar ??
Hi, Shashank I'm a student and I keep learning about businesses and stock market. Can you please suggest a few good websites/newsletters/people to follow who don't BS around and put out quality content. I want to learn more and in depth. Free content is preferred but I'm ready to invest small amounts for learning.
google Dr vijay malik, SOIC, read book by parag parikh
Hi Shashank,
Can we also add PI industries and Deepak nitrates in this list?
What about Auto Sector & SemiConductor Sector Companies?
Auto ancillary should do well
Semi conductor sector stocks can you please analyse in the next video.
What's your view on Ananth technologies as AI, n data centre technology will be in boom in the coming year.
Shashank never disappoints❤
My 11 stocks are
Kalyan jewellers
Reliance industries
Mahindra and Mahindra
Tata motors
Tata power
Zomato
Hindustan Unilever
Titan
Itc
HDFC
SBI life insurance
Avoid Tata and SBI
Rest of them are
Kalyan jewellers ka kalyan ho raha hai filhal
Shashank, nice picks , Would really appreciate if you can give your views on PG Electroplast. Its and ODM and OEM for RAC, Washing machine, LED tvs , recently ventured into Assembly of EVs and Lithium batteries. I am holding this.
Please do a research video on Laurus Labs
What about ireda
Hi Shashank…Regarding CDMO, what do you think about Aarti Pharmalab, and Syngene? Aaarti is at low PE.
What about sunpharma?
you view on ask auto , pricol and samvardhan motherson plz
what about chemical sector stocks like PCBL and Jubilant Ingrevia good time to invest in ?
Pcbl 👍
@@Sharathkumar0987 any other good low priced quality stocks to look in ?
Pls tell about tata motors
How about "KNR Constructions Ltd" and "Delhivery Ltd" for longterm perspective?
As a Bikaji Distributor a assure you that there is more growth in Bikaji foods because now they have entered into south Indian market and has more opportunities.
How is wabag stock
Swiggy….coz in 1 year they will become profitable and might close valuation gap with zomato …can reach 1000 in 1 year….thats my understanding….management is also good…high risk bet
excellent view..tnq
Hi shashank, what's your opinion on the new NFO, i.e., Shriram Multi sector rotational fund.
I purchased tata motors @ 780... Your view?...My thought process behind this was its attractive valuation compared to other players as it had fallen about 30% in past few months...
Natco pharma is even better bro
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio....
So my portfolio Now looks like...
1. Tata Motors
2. Swiggy
3. Maharashtra Bank
4. Praj Industries
5. KPIT
6. Monarch Networth Management
I do appreciate insights on my decision and some advice...thanks
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio....
So my portfolio Now looks like...
1. Tata Motors
2. Swiggy
3. Maharashtra Bank
4. Praj Industries
5. KPIT
6. Monarch Networth Management
I do appreciate insights on my decision and some advice...thanks
Tata Motors is facing short term inventory issue. In my opinion the market has overreacted. Tata Motors @ 780 is good.
790 me 33 shares😢
I am a pensioner from Kerala and I bought 3 or 5 stocks monthly watching your vedeos I dont know any analysis
But I"ll watch your vedeos regularly❤ ❤❤❤
Dont do this. Pension is your hard earned money. If you want to invest in stock, you need to know analysis and when to get out. Its better if you just invest in parag parikh flexicap fund. Tc stay healthy
You are in a risk zone. Avoid doing that.
Instead do monthly SIP in 3 or 4 Mutual funds. With Nifty 50 MF should be there (Mandatory) in your portfolio
You can also consider a Balanced ETF ( Nifty 50)
New investor Direct invest Cheyuthal market iyll paisa undakaan budhimutta anu. Considering you age.
Sir, u dont need to do this. 😢
Given the volatility of the stock market, it might be wiser to switch to fixed instruments like Fixed Deposits (FD) or debt funds. As a pensioner, directly investing in stocks can be quite risky.
Simply invest in nifty bees ,junior bees and gold bees
Can you please make a video about ITC. Does this company company have huge growth potential
pvr is something i am bullish on for this year, they have been able to reduce losses and this year might even turn profitable , with good movies launching this quarter , expect PVR to have a good year .
Thank you
Opportunities as per me:
Tata tech: 940-950
NH: 1200-1230
Tata elexi: 6-7K
Latent view: 438
Power mech: 2720-2730
Reliance: 1260
Venus pipes: 1615
Walchandnagar: 245
Pleas update the list or let me know if i need updation among these
Tata tech still doesn't justify it's valuations. It's better if buy it after reversal. If we buy now then downside is low but will waste time for sure.
As per Me astral is better than Venus. But if you want to take contra bet then go ahead.
@@jaiminmaurya1121 true bhai.. thank you for input. Will remember this
@@jaiminmaurya1121 okay bhai gg
Will you share the smallcase name of 2025?
Yes il make a public video on it
Holding 7 stocks in small qtys in my portfolio.
Can you please advise us on semi conductor stocks. Which has long term potential to perform in the long run.
moschip, kayness, cg power, tata electronics , ami organics and lot more
Ola electric review please
When will smallcase 2025 come out?
in 2025 :p Mostly towards the end
Supreme power, Jyotistruc, concordbio, emslimited, natcopharma, techno eletric
Reliance, jio financial, bikaji, adani enterprises, zomato, kpit tech, IOC, samvardhan, waaree renewable, Bharat dynamic, ACC, tata power, tata elxsi added
What about L T foods
Nice video ❤
Where is defence sector
How come no finance and banking
I am having jio financial and Zomato with me. Shall i hold or exit?
sellllllllll
Hold it
Zomato will do well. Hip is very long term wala
Indraprastha medical corporation looks like a great pick to me for 2025.
Anant Raj kaisa rhega sir??
Hi, I am surprised you have not considered financial and banking sector in this smallcase. Whereas, it is almost certain that banks will be the biggest beneficiaries in 2025 due to rate cut.
Correct
Banks n NBFC rally is the only one which I see is pending ...
IndusInd can be a valuation play. But I will have to go old and gold with the top performer, I think it will be HDFC Bank, beating ICICI next year.
Hello, Can you please check and suggest Astra DM in Hospital chain as this hospital is currently associate with Care hospitals.
Very very expensive, it had other income that's why showing cheap
Shashank bhaiya can you share your view in rtnindia ❤ love your videos
IDFC fest bank ✔️✔️✔️✔️
Bro how do you know about so many stocks. That too thoroughly about each of the stocks you speak about
I read a lot bro, research everyday, spend a lot of time analysing stocks
@@ShashankUdupa1 Yeah is very evident the time and efforts you put into this. Will try to do the same and expand my knowledge as well.
E2E will playout well due to AI boom
Titagarh railway system
Anant raj
Cg power
Indian Overseas bank
SMS pharma
Kpi green energy
BEL
BDL
For 2 years
Thank u sir
Hi can u plz suggest a good defense stock to buy
ntpc green?