Share Analysis Mei RoE Dekhe ya RoCE?

Share Analysis Mei RoE Dekhe ya RoCE?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Covered in This Video
0:00 Intro
0:21 Capital Employed mei Land Value aati hai ki nahi?
6:01 Long Term walo ko kya milega Budget mei?
8:56 Kya 7 Crore mei retire ho sakte hai?
10:08 Germany mei Post Grad course
13:08 IT ka Raghu uth gaya!
15:27 Con-calls mei kya dekhe?
16:15 Elephants can also dance
17:15 Received your Autograph Book in Doha
19:20 Your Book should be in the Oman National Library
19:58 COVID mein aap Nagaraj bane the?
21:41 Demerger stock ki eligibility
22:06 Is the Stock Market a Regret Machine?
22:38 Payment methods for Book Purchase
22:58 Kya aap Tesla ka Stock time kare sakte hai?
24:11 Tesla Shares lene ka badhiya bhaav kya hoga?
24:48 Kya hame Market Cycle fear karna chahiye?
25:44 Stock market mein liquidity kaha se aati hai?
26:45 Buying Flat Vs Stocks
27:42 Barish mei nahane ka maja
#returnonequity #roce #sharemarketincome #budget2024 #budget #bjpgovernment #smallcapstocks #largecapstocks #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
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DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.

[@bmtheequitydesk]

Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail] ---

[@hyperretail]

Expected FED cut rate benefit .. is it priced in Indian equity now . Vivek

[@user-yc4vy6rs7d]

@@hyperretail When did FED cut rates ??

[@As-zc3kt]

ROE no. Heavily impacted by the leverage (loan) of the company. Company can show very high ROE no by taking loan in that case denominator reduces significantly. Which misleads investor who doesn't have finance knowledge. So ROCE no will give better understanding of financial well being of company. Which include all capital employed from debt & equity.

[@rahulbagretha172]

Great example ... Adani power

[@mriduljoshi8705]

One thing, the denominator isn't reduced in ROE, which is shareholder's equity when you take leverage, just the amount of net income generated increase because you use extra capital to generate such income

[@anilgracias]

Taking leverage is not bad. You can look set debt to equity to see how much has been taken. ROE covers the whole picture for the investor. ROCE is good for the operator to see efficiency

[@mriduljoshi8705]

@@anilgracias absolutely, reasonable leverage is always welcome. It increases income, reduces tax, & even on a personal level can create a lot of wealth.

[@ramajeesingh4276]

Both are equally important in separation. These are to be analysed with debt and minus debt.

[@shermanvohra6096]

deposit crunch in banks.Currently standing at 80%, the credit-deposit ratio is at its highest since 2015. This is scary sir . Share market mei jo aa rahe hai abi bull run mei . Inka kya haal hoga pta nhi sir . Love you sir ji ♥️♥️♥️♥️

[@angbib2008]

Sir, Good day!! Thanks for enlightening us. Have been watching all your videos. Could you pls help with this query? What does -ve price/cash flow ratio signify?

[@iamsajalchakraborty]

As usual beautiful video Basant ji. Please take my question- 1. Difference between Cash conversion cycle and working capital days. 2. In Nestle, HUL why both the above are negative. 3. In ZEN technology why both the above are positive and big numbers. Thank you in advance. Sajal Chakraborty

[@kamrannazeer4218]

Should we include swing trading profit in CAGR calculation using XIRR formula or do we only need to factor in the monthly SIP amount...what would be the correct approach....thanks

[@KumarRoshan12]

Hello sir good afternoon evening. As I understand for financial services ROA more than 3 is good, I compare this with other parameter like ROE and EPS for AAVAS, Aadhar finance and AAPTUS finance but having little doubt as ROA of all three is good but EPS is different so can we go with high EPS?

[@Rakesh_Dadhich]

sir jaise aapne ROE or ROCE achche se samjhaya waise hee XIRR aur CAGR ka difference bhi bataye pls

[@mriduljoshi8705]

Sir i would like to massively thank you. You've really helped solidify our fundamental concepts. What you do on this channel is invaluable

[@janardanswaruptyagi4129]

बसंत जी मैं तो सोच रहा था आप आज एंडरसन का जरूर जिक्र करेंगे 704 test विकेट लेकर जो आज रिटायर हुआ है हमने तो वेस्ट इंडीज के स्पिनर first spiner to take more than 300 wkts LANCE GIBBS के 301 टेस्ट विकेट लेने पर भी सेलिब्रेट किया था जनार्दन त्यागी हैदराबाद

[@bhanuvohra4681]

This is the best explanation on ROE vs ROCE. Thank u thank u thank u… 🙏

[@zvhajbsckahljkchkal]

Sir when interest rates are lowered does it increase stock prices ( of FMCG goods) because of valuation increase or increase in sales of companies ( due to higher discretionary income in hands of consumer).

[@snehashisbasak23]

Sir, if India starts fractional share investing what will be the advantages and disadvantages? Will it slowly replace retail liquidity from mutual funds to direct stocks?

[@utpalsaikia9520]

Hello sir .. Sir ,what is the most worried facor to look at while investing in Small Finance bank and Tell me about auto ancillearies companies weakness

[@akshaygp7789]

Sir for Conservative investor which ETF is better: Nifty or Nifty Next 50. Pls take my question. Thank you

[@RatanDas-zd1eh]

Yes sir for calculating capital employed non trading assets should be exclude

[@ajaygvaswaniify]

Thx sir for explanation of roe and roce luv ur explanation with lot of detailing

[@HimanshuSharma-ec6hy]

Namaste Sir- You highly rate psychology, what’s view on Maslow’s ‘Hierarchy of Needs’ from investor & trader POV? Do you think we can directly jump to higher level without achieving lower ones?

[@rdpant6761]

Sir Some stock that someone buys @ future valuations but today's valuations have stretched. What should one do, should sell today and wait for a corrections to re enter or should become a NAGRAAJ

[@khullarparvesh]

Sir kindly take my question Sir, Good Morning As you say-" Bada paisa concentration se Banta hai" So can we buy 2-3 stocks from NBFC/ Consumer space which are still underperforming in Vision 2030 smallcase.

[@lavepritsingh55]

Like your explanation in simple terms👍

[@sauravchina]

Sir i wanted to know, election was a big event or the upcoming Budget for our share market?

[@ASHANARENDRA872]

Jai jinendra sir What a gesture…..sir Here is a man ….Not easy to be ….. Regards

[@Vipin_malhotra]

Basant ji namaskar 🙏🙏 Aap ki book The Thoughtful investor equity market ka granth hai . Salute to you Sir Mera question hai :--- AAP ne ek baar video me bola tha ki Tata motors ab mehenga ho gaya hai but Tata motors ka PE to sirf 11 ka hai ROE bhi 35 se upar hai . Phir mehenga kaise hai .

[@rajeshlohia9349]

Got very good understanding of ROE and ROCE. Please clear more complex things in this way. Please write another book ,so that common people can understand complex things in simplified manner

[@aloksuresh]

VERY NICE ❤❤

[@jafarali-ln4px]

Chaurasta....new word in my vocabulary...thank you sir...

[@ishitabandyopadhyay8809]

Sir, Is it a better option for a retail jewellary company to procure gold and silver on an outright basis from bullion suppliers?

[@shanisrivastav3620]

Sir last financial year me bank's me bahut km deposits hue indian banks me deposit Crunch hai ,,, isse banks par kya Asar padega...

[@ramajeesingh4276]

Sir, jai Hind and namaste sada vatsale matrubhumi . Please keep making 2 videos daily.

[@JoyKarmakar-zo7im]

Sir what demand account should we used for the margin

[@ayushpandey1215]

Basant Ji - What's us view on US AI or semiconductor funds ? Pls share

[@yashasvi24]

Sir apne ek baar bataya tha ki 1 rs kharch karte samay aap sochte the ki compounding laga ke wo 2700 ho jaenge 30 saal mein (ball park number)... Agar apke pass 8 lakh crore hote to kya aap bete ki shadi mein 5000 crore kharch karte??? Kyn or kyn nahin??? (Just want to know your view)

[@SindrelaSinu-eu3ei]

8th August ko mera Marketing Study 90% complete hoga . Baki 10% samajhne ke liye toh life pari hai agay.

[@nikhilpatil4877]

Good morning Sir, thank you for all the teachings /lessons🙏🏻 what are your thoughts on Baidu’s driverless taxi? Thank you

[@janardanswaruptyagi4129]

मुझे तो गंग नहर में जो हरिद्वार से हमारे गांव के पास होती हुई जा रही है के पेड़ पर चढ़कर नहर में कूद कर नहाने में आता था we learn swimming like this वहां तो swim or sink no other choice and we learnt swimming जनार्दन त्यागी🎉

[@Ranjan621]

Hello Sir, I have a question related to Income Tax. In Zeroda & AngleOne Tax P&Lis showing profit/Loss will be a Taxable about but It should be net profit/Loss right? Suppose: Profile after selling a stock: 200 Total charges(STT + Others): 5 Net profit : 195 So I should pay tax on 195 rather 200 right? But in Zeroda & Angleone is showing 200 will be a taxable amount. Sir, Please share your view. Thank you.

[@SindrelaSinu-eu3ei]

Sir Fixed asset mai company zayda invest kare toh kay iska hisab ebitda se katega ya fir pbit se katega ,aur company zayda invest kare kisi fy mai to kay long term mai sahi hai hai ,agar sahi hai toh kitne time sahi rahega ?

[@KhalidB-hp2lr]

Sir what is your view on today's information overload. Do you think for someone in this digital era it is easy to learn investing

[@kismatbussinesswala]

wow thanks

[@tempt9342]

Sirjee how to value a stock that has split from parent company for income tax purpose. Please answer this is for Grasim demerger into abcapital and abfrl. PLEASE take my question. Thanks.

[@sanketnayak7298]

Sir, can you please explain significance of working capital number? Should we look at companies where working capital decreases with time as it increases ROCE? Lakhi Halwai example would help sir..

[@PrabhjotSingh-ku5nv]

Basant sir .. Trust me jo knowledge aapke channel se milti hai 1 lakh lagaa ke kisi course me bhi nhi milegi.... Best best best.. Ever...

[@ajaymallik7414]

Sir, explained Company's Revenue Growth, Sales growth and profit growth. Which one is more important for investing???

[@harjotgurudatta]

BASANT MAHESHWARI SIR. WHAT are the business avenues that one can do as side job or side business that has better returns than stock market

[@veenabahadurdesai9026]

Namaste sir, please guide. What would be better, To take a loan or liquidate the stocks to buy a plot of land. My returns on investment is 34% , and my portfolio will be reduced almost 30% if I sell . My husband is a salaried without any loan as of now and EMI of loan will not be the problem. Iwe are considering to go for loan.. please guide us

[@lijomathew7641]

Sir in ur book u said in PEG ratio is more than 1 then its an overvalued company. So how to see this. Bcuz we have some stocks in our smallcase with PEG ratio more than 1. Plz explain , thankyou.

[@pankaj74684]

Sir namaste sir cash flow ko kaise check krte hai like Peter Lynch said a$20 stock with $2 per share in annual cash flow has a 10to 1 ratio is standard $20stock with sustainable $10 per share cash flow l, mortgage your house and buy all the shares please guide how to calculate ❤❤❤❤❤❤

[@sushrutmehta9571]

Sir have been asking since a month pls share your insights on Cathie wood and her ark innovation etf. Given a hypothetical situation will you ever invest in her fund? I have invested 50L in her fund and my investment hypothesis are: small caps to large cap ratio is at all time lows(profits wise and share price wise)in the US and mean reversion is bound to happen from here, companies in her portfolio like Tesla,palantir,Roku,ui path are on the path of bringing truly disruptive innovation, interest rate cuts would enable funds to flow in US small caps and emerging markets so even if her philosophy would be wrong this will act as a tactical call.

[@shankarrawat4512]

Good morning sir, Today I got shocked , When Big name of FNO Trader namely Subhashi Pani, make video on investing . It seems that end of FNO Trading in India. It may be now they will start courses on Investing. Hence no trader ,no investor, only money lover. Kindly share your views sir.

[@rounakmandal948]

Sir, banks see worst deposit crunch in 20 years, In FY2024 deposits grew @ 13.5 % while non food credit grew @20.2 % .At 80% the credit deposit ratio is highest since 2005, lots of investors are preferring mutual funds, stocks instead of Fd, Rds . If banks don't get enough money how will our economy grow ?

[@sumeetgoel2432]

Hello Sir, great fan and a regular viewer of your videos. My question to you is how does new acquisitions impact companies ratios like P/E and ROE? Sumeet (Delhi)

[@shivamkapoor453]

Sir g very thankful and i pay my gratitude what you are doing for the general public my question is sir g roce and roe mein cash component ko kase dekhein please shed some light on it

[@adnanzafarsadique6353]

All the stocks in hospital sector are trading at a P/E of 60-70 but why Narayana Hrudayalaya is trading at a P/E of 32 ? When can we expect the PE to expand till it's industry average

[@shirishkanekar]

Sir, please explain the difference between normalized EBITDA and adjusted EBITDA with example 🙏

[@shaikhafsar0-yn2ht]

Hello Basant Sir, I am a great admirer of your work. Cathy wood ne Tesla ka target 2029 ka target $2600 diya hai. Is par aapka kya view hai.

[@Amnjot1]

Hello Sir, I am seeking guidance on evaluating business models for potential profitability as I contemplate transitioning from employment to entrepreneurship. Specifically, I am interested in understanding what constitutes a reasonable return on investment (ROI) and annual return that would justify the risks and efforts associated with starting a new business. Your insights would be greatly appreciated. Thank you,

[@rajb5787]

Sir, Please guide on SLB of shares i.e. lending and borrowing. How can We earn from our holding of shares through SLB...

[@flash20z27]

Sir company accumulated depreciation ka kya krti he...if accumulated depreciation is more than debt then is it good sign?

[@cocchamp1473]

Sir deposit crunch in banks will ultimately lead to bear run??

[@user-yc4vy6rs7d]

Basant Sir, Pranam - I am Yogish a big fan of your videos. To mobilize funding to NANI - FM will target the creamy layer of society - STOCK MARKET. In the Budget LTCG profit tax @ 20% STCG profit @ 25% and F&O profit @ 30% at flat rate + no set off of F&O losses. If this happens same people who are now in FOMO of missing the rally will be desperate to get out of stocks. You will wonder where has all the liquidity investors were talking so far, suddenly vanished. Banks, NBFC and brokers who gave unsecured loans will be in deep trouble.

[@mv2552]

Sir Why need reserve money in company for issuing bonus share

[@manojchoudhary8042]

Separate entity process jo bhi assets business ke naam p registered hongi vo balance sheet me asset side hogi besides personal property

[@kishan_Patel_17]

Dear sir Stock Market is legal Robary hai is par apka kya view hai Regards Kishan Patel

[@deveshmaheshwari6598]

Sir... one query on ROE...we take this on the value of the equity (matched by book value of assets). Good companies would show RoE in excess of 20% . But if we convert the book value of assets into market value , the RoE will fall. This is what you suggest all business owners to match their returns with market value of assets - factories, shops etc . Should we not do this for all listed companies ?

[@anshuman5331]

Short term tading ke liye stocks ko promote karna chahiye STT and other taxes on buying shares ko kum karna chahiye. No need to change capital gains tax Then People will trade in stocks more and not buy options. They could hold their position if stock is good and not book loss immediately.

[@chhatrapalparganiha3013]

Sir tractor autoparts buisness karna aacha hoga seasonal buisness hai plzz batyega is par .....

[@sandeepsharma-dy5ff]

Sir your videos r very good. Sir can you give your all cases past 3 years annual returns for undemanding , in this sebi will also not come into picture .

[@thehungrybird3797]

Hello sir Antariksh here, I have invested 5 lakhs in 2022 as a trial run, and now it has grown into 7+ lakhs means 40% returns, by investing In ETFs only. Now as a full-time investment strategy, I want to invest 25 lakhs more, and strategy is 70% in ETFs and 20% in Midcaps, and out of remaining 10% , 5% in Smallcaps and 5% in Fundamentally strong Penny stocks. Is this a good strategy? Please analyse and tell.

[@abeshghosh1063]

Can you please share your analysis on Manappuram finnace share. Thanks.

[@AmanKumar-tn2dg]

Hlw sir kisi bhi financial app ke lumsum calculator me agar 10000000(1 crore) invested for 30 years and rate of return is 12% agar dalte ha to future amount 30 crore show krta ha is it achievable

[@sureshmakode4975]

Pranam Guruji ❤

[@vikassrivastava8065]

Sir ek baat puchna chahta hu ...ek chote shopkeeper ka balance sheet koi chota CA uske hisaab se bana deta hai to badi company ka Auditor bhi company ke hisaab se uski balance sheet banata hoga ...fir kyu fundamental analysis karna...

[@dipkundu8162]

No update of book on video form, waiting with your book. Will start together.

[@krishnadasbhattacharjee7832]

Very well explained Sir, difference between ROE & ROCE 👍

[@sanjeev2802]

Sir, Today i was trying to subscribe to small case. Payment option is restricted to net banking only & list of Banks doesn’t have AXIS Bank. Nobody picked up call at helpline number.

[@ronjamaity8005]

Respected sir, I have a question for the sake of my own conviction. Why Mukesh Ambani doesn't invest in stock market instead of doing a low roe business like petrochem?

[@LuckySora-bn6ky]

Sir apne kha tha apne cupid bech Kiya, it gives multi bagger return ,why u not consider it

[@Agriachiever]

Asset valuation true hona chahiye, land value jo factory ke liye lagi hai book value se 100/200 guna hoti hai. Appreciation of land equity share ka part hota hai! jo common equity share value ko milna chahiye.

[@bobbypatni297]

Gentleman Sir Good Evening Sir Normal Se Question ka Answer Aap Bedhat khoobsurati Se Dete Hai Love And Regards ❤❤❤

[@user-lj8ts5xs6l]

Among few , Your Kolkata background too is a matter of proud for kollkatans ... Anand kothari. MATARANI KI KRIPA AAP PAR BANNI RAHEĪ

[@parveenbeniwal1181]

Sir suppose m aapke smallcase me 20,000 per month dalu to share kaise kis proportion me buy honge because jaruri nahi h itne paise me sare share kharide jayenge? Please explain

[@NPCIL.nikhilgupta]

Good evening sir, I am a regular viewer of your video. Please take a two minute analysis of Tide Water Oil Company. Regards.

[@kbsharma4773]

Guruji, pranam Raymond me kya hua, Please explain

[@goodviews5357]

Unke smallcase me hai shayad isliye wo abhi kuch nahi bolenge

[@vijaykanth335]

Sir please take my question zomato PE ratio is 559% ROE and ROCE in Negative how can it grow 170% in a year...

[@ratheeprashant]

Namaste Sir Aap ek motivator Hain. Abhi Market thoda high lag rha h toh Mutual Fund SIP continue rakhte hue thoda cash in hand accumulate krna theek strategy hogi??

[@aparesh_chowdhury28]

Sir how to sell the state govt bonds? It seems there is no liquidity to sell the state govt bonds.

[@alokjhunjhunwala7118]

Any views on Recycling industry or waste management. Thanks

[@vickyveer2596]

Sir, क्या आपने मोनिका हेलन की की बुक लेट'एस टॉक म्युचुअल फंड्स पड़ी है

[@nain1710]

Sir agar Nagraj bahana hai phir rebalance kyo ?

[@digvijayChandrakar06]

Sir con call our investors meet ki 2 mitues alalisiys kasie kare

[@vinayakshiralkar9467]

Guruji Namaste.

[@prashant_wagh]

Sir plz suggest a book to understand basic concepts of fundamental analysis and business.

[@SindrelaSinu-eu3ei]

Sir Return on common equity kab check karna chaheye ?

[@sumanbhowmick9964]

Sir book mein land ka rate old/recent price rehta hain?

[@kavitasoni7454]

Economy Question Sir kavita Housewife from Jaipur... Why a normal people can avail GST number from his PAN card and take GST Input credit from day to day item purchased ??

[@mrsaurabhkumar3771]

Namste sir mera ek sawal hai , mughe pata hai ki nahi lea jaeg mera question quki mai apna sawal pucha ja raha hu jab se apka channel pe dail content aana suru hua hai but anay way Sir Finance company apne ROE se gyada gyada growth ka guidence kaese de sakti hai ROE 20% and loan book growth 30% over a longer period of time , ek bajaj finance ka example dekar bataye 40% loan book growth pe kitne ka ROE hua karta tha

[@saptarshiraul8938]

Explain Why Market Depth (Bid-Ask) of Same Stock Showing Different Data in Holding Section & Watch-List Section ❓❓❓❓❓

[@syedsuhail6800]

Sir, Every day a new high... I am getting worried, because I know the Music Will Stop.. But I am also worried if it won't stop and I will miss the game.. I am already invested in Vision but still holding cash too.. Your thoughts on what to do plz..

[@sanjaytawde656]

Sir please bataye LIQUID FUND me paise rakhane thik hai , kya future hai