Budget 2024 | Semiconductor Stocks | PLI Schemes | CA Rachana Ranade

[@CARachanaRanade]

✔️ To Join Our Pro Investor Membership: link.rachanaranade.com/ProInvestor ✔️ Invest in Knowledge: link.rachanaranade.com/CourseStore ✔️Kickstart your Investment Journey: link.rachanaranade.com/Zerodha For any queries drop a WhatsApp message on [phone]

[@shivampandey7748]

Ma'am it's a true 30% tds on f&o or rumour

[@sarojpandaekamrabhubaneswa2114]

Amber makes room ACs for eight of the top ten AC companies, and its clients include Voltas, Panasonic, Blue Star, Daikin, and Hitachi. It has a 55 per cent share of the contract AC manufacturing and 19 per cent of the total room AC markets. It has 11 manufacturing facilities across India.

[@mertie-l2f]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

[@Daneilchirs]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@myrle-v4g]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@thuylamson-z7t]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@myrle-v4g]

Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@thuylamson-z7t]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@ashishbarua2009]

The main concern is PE ratios: Dixon....203.39 Kaynes..137.23 Amber enterprises...116.08

[@nilaypatel1971]

*Rachan Always Show Off like ,, "We Marathi are Best in Stock market & Business,,, Hahaha,,, Tell me 2 Names of Marathi in Top 15 Business men*

[@vanshgada5663]

@@nilaypatel1971 True brother😂

[@ronitraj8674]

When the bull market ends. The real value of these companies will show, valuation is no consideration in these videos

[@NikhilJSonawane]

​@@nilaypatel1971for ur information 1) *D. P. Dandekar* Camlin was established in 1931 by D. P. Dandekar and his brother G. P. Dandek 2)*Laxmanrao Kirloskar* - He build the First Industrial Township in India, founder of Kirloskar Group. Vikram Pandit - CEO Citi Group USA, previously Founded Old Lane Partners. 3)*Vivek Ranadive* - Founder & Chairman TIBCO Inc, USA (Silicon Valley) 4)*Dinesh Keskar* - Chairman Boeing India. You told give me 2 names ,I give 4. It only takes me 2 mins to Google it and check. First learn to use Google properly and then comment. There are thousands of successful marathis ,u only need to find them on Google. Jai Hind,Jai Maharashtra❤❤ Jai Shri Chatrapati Shivaji Maharaj❤❤ ~From A Proud Marathi

[@Rajjain_]

Pgel 75

[@Ashish-nd3xj]

Almost everything you cover is always after a huge ralley when the stocks are really expensive

[@kulwinderpalsingh1781]

😂😂😂😂😂

[@iammilan1963]

😂😂

[@PRINCEKUMAR-nv4ry]

Everyone does the same thing.

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢.

[@jerrycampbell-ut9yf]

The stock market rise is finished, but I'm not sure if stocks will immediately rebound, continue to fall or swing in a narrow range for a few weeks, or if things will drastically deteriorate. I'm feeling pressed to increase my $450k reserve.

[@Peterl4290]

It is more difficult to build a good financial portfolio, so I recommend that you seek professional assistance. You will then obtain methods that are tailored to your How does one go about finding a capable FA? I appreciate the notion of using their services, but it's too bad that stock market meltdowns have recently become commonplace.

[@larrypaul-cw9nk]

That is correct! You don't have to be a perfect investor; all you need to do is seek assistance from an expert. Despite having no prior investment experience, I began investing in 2016 and profited almost $900k that year.

[@sabastinenoah]

That is just amazing! Could you please tell me about your Certified Financial Planner (CFP)? This year, I'm considering some financial changes.

[@larrypaul-cw9nk]

Her name is “Annette Christine Conte” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

[@sabastinenoah]

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

[@palebiss1646]

We've basically stuffed 12 years of inflation into the past four years. Who's to say this sort of large spike won't happen at least a few more times over the next 40 or 50 plus years? Since this is the biggest financial challenge according to adults, what can you do to make sure inflation doesn't completely destroy your retirement savings?

[@OscarOwenn]

I'm sitting at $189,100 and up around 16.86% in the past year and this portfolio is heavily focused on high yield ETFs

[@collins.l454]

Do what you want... It's your money.. It's your investments.. you know your situation better than others

[@OscarOwenn]

if you are not getting regular raises at work to keep pace with some inflation, then it's time to make a change Sitting on the sidelines expecting someone to just hand you more money is a terrible way to increase your income. If you don't care about taking the initiative to improve your financial situation with a financial advisor people like *Leah* *Foster* *Alderman* you are missing out then you cannot expect someone else to care for you.

[@CoreyLloydo]

the re-iteration of having patience to wait for the trend to be up and 2. waiting for a break through point

[@palebiss1646]

it's probably not enough of a move up yet but i checked on the person you recommend great reveiw on her

[@patilre]

Khup sunder vid.❤❤❤

[@fernandisjude2870]

Kaynes Semicon is started building their office near to FOXCON office in hyderabad near my open plot. I recently went there and checked work is going so fast by 2026 they might start their production.

[@nagasundaramthillai7970]

Hi bro, is this plant for chip fabrication ??

[@raajram9427]

Thank you so much for the info.mam...

[@anuchugh31]

We’re in wave 5, correction night come after budget and next couple of months. Should enter after correction. Same with Amber and pg electroplast.

[@veereshchanagond1307]

How do you count wave number exactly

[@anuchugh31]

@@veereshchanagond1307 you’ll need to learn Elliot waves. However can invest in 2-3 instalments like now and next breakout. Markets have been rising higher on daily basis. There’s tiredness in charts and fall will come. No one can exactly time but better to invest in instalment. Also track the results to know if the projections are on track or not

[@anandjetin]

Very well researched and presented. Keep it up ! Great work !!

[@srikumar9963]

Sister, i'm a MS graduate who has come here and was working for 18 years till i got laid off coz of companies not able to retain employees. I'm sitting at home for past two years watching your videos, but beyond that not having any work !!!! Let's hope your suggestions about electronic sector is true !!!!! I came to India thinking I'll get into CDAC mohali as part of govt. only not even to get an opportunity. That wafer creation masters is what i did, but no one even got back to me to even get me an interview. This is not just the current govt. it's what all govts. are doing. I had to upskill myself to get into only the design section instead of chip creation in India. Now, design creating service companies are also closing down

[@TrendFollowingwithManoj]

Selling innocent Retailers Courses has been the prime motive of this Channel. Not one single you have shown people what stocks you bought.

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢

[@ayanghosh1453]

Kaynes Key customers are OLA, Siemens. Coming years Honeywell should become their major account. However please understand in this segment their value add is negligible and limited to only EMS activity. They are engaging in ODM model for few products where there will be better margin. Also they have acquired the India Operations of Slovenia based company called Iskraemeco. They will use this facility to manufacture 1 PH Smart Meters for GOI under the Smart Grid Program. While PCB is ok but OSAT is still far off

[@manojkumarpv5575]

Excellent coverage, mam. Quite informative. And 20 minutes brief really I like it rather than one hour...

[@praveendalal8133]

Extremely nice presentation Maa'm.

[@ShashidharYaranal]

along with stock market, you also taught semiconductors in detail today.

[@patilre]

Good information ❤❤❤

[@nileshchavan_23]

Me finding all stocks name in comments😢

[@yogeshgupta1956]

Ek CA ki analysis aisi hoti hai, deep in deep 🙌🙌🙌🙌🙌🙌

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢

[@avinashyashwant2887]

CG POWER

[@shekarkup]

Thanks a lot for the effort and sharing the details of this company. Very Useful and Helpful.

[@CARachanaRanade]

Glad it was helpful!

[@prijeshphilips7342]

​@@CARachanaRanadebought earlier and waited for a higher position to sell off🤣

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢

[@akashgarai404]

Interlocking system is the most important system used in Railways for traffic control.

[@siddheshnagwekar8371]

U should check out CG power as well, they have already done JV with a company for semiconductor. Work on ground already started.

[@rogerfede]

Yes

[@mem1001953]

It will take 4 years. Only in the final testing segment..not into mfg.

[@electronicsgeekbiradar]

All are at high , big players buy and spread positve news through various ways . I agree they are good companies but they are overpriced

[@DineshGawde09]

Diamonds never come with cheap value... I bought Dixon at ₹ 3500 that time it looked such a expensive stocks.. but it tripple from that price... If stock is good then current price dose not matter buy it whenever get dip...

[@lovishjain4957]

Knr construction pe analysis karo

[@lovishjain4957]

Ys

[@beawartaxation5250]

Recommendation kewal annual subscription m hi dete h

[@ashutoshgupta321]

All are at all time high🥱

[@ta36d]

all time low😎

[@ateasailo1110]

So true😊

[@jackiecooper9439]

Buy High Sell low!!

[@krishghelani21]

Bhai ye sab shares life time all time high pe hi rahenge 😂😂

[@ashutoshgupta321]

@@krishghelani21 ye to smay btaega apko..market jra niche Ane to dijiye 😅

[@sekhar6753]

Akka, all the 3 stocks are over valued right ? if we are investing means taking Risk ?

[@poojapareek02]

Akka kaho ya Amma , she won't reply until you buy membership 😂

[@vijays6048]

​@@poojapareek02😂😂

[@magihoney2]

​@@poojapareek02😂😂

[@Vttv83]

😂😂😂😂​@@poojapareek02

[@sekhar6753]

@@poojapareek02 😄

[@keeplearning5590]

Is there an Indian Technology only ETF available in NYSE to invest? I know there are Indian S&P500 equivalent ETFs in NYSE but I am looking for technology specific Indian Index funds in NYSE! Thanks!

[@vijaysingh879]

Thank you 👍

[@gmmenglish]

Hope this budget brings smiles for the common man.

[@jitendraraut2238]

Excellent analysis

[@brizeshhh]

Interlocking wo hai maam jiske fail hone pr recent train accident hua tha..😔 one of the most important part in railways, installed on tracks helps to change lanes for the train

[@abhi_anand7061]

Rvnl

[@omkarsawant7933]

I love your style Rachna😂😂😂

[@srinivasgujjari4543]

Thank you

[@safarn61]

I remembered once she shared detailed analysis of GNFC stock from that month , stock never makes new high still in consolidation period,................. do not buy her recommended or analysed stocks, if you dont trust see her older videos.

[@expmk3434]

PCB explanation with Calculator example...it's 110% effort I would say as an electronics enigineer.

[@prasannavenkateswaramoorth6376]

Small cap like Moschip is good when market rate comes down for considering

[@dishasrivastava7670]

Nice learning video

[@ParagD-l4k]

Madam, what are other pure play semiconductor companies

[@itsmebuddy4580]

Excellent as always.

[@CARachanaRanade]

Thank you!

[@divakarreddy1896]

Good 👍

[@RupeshNirmal]

Nice in-depth analysis, going beyond her domain knowledge 👍🏼

[@Vaibhavpimplepatil]

मध्ये मध्ये मराठी...❤ 9.40 आणि 13.11 डबी 14.06 पण माहिती खूप छान समजली आहे मराठी मध्ये पण करा असा व्हिडिओ

[@dibyendumaji715]

Wao Ma'am! You've done a great analysis for us. Amazing🎉. Became a fan ❤ day to day👌

[@CARachanaRanade]

Thank you!

[@nayanadwaith1010]

Ma'am, you're just amazing Thank you very much for this video. I gotta learnt so much from this ❤

[@CARachanaRanade]

Glad it was helpful!

[@Rashid-rizwan]

Please explain about the all sector stock which will boom after budget day

[@mem1001953]

When I bought Kaynes at 2900 it was expensive...now too...but pls note there is no company now in semiconductor segments now. May take 4 years more. Kaynes is A Pcb unit. Electronic design and mfg company.

[@MedMindsNetwork]

The public makes profit at the right time both FII and DII stuck at higher levels 😂😂😂😂 This time people are more knowledgeable they don't come under the trap by institutionals 😂😂

[@omkargaikwad5898]

Hello Ma'am I have some shares of RIR stock shall i buy more or sell

[@nidhingana]

Syrma SGS.. Competitor of Kaynes?

[@mem1001953]

Similar segment. Kaynes is miles ahead...

[@NatureWildernessBeyond]

Rachana Ji, I appreciate you investing your time and effort in sharing your wisdom in semicon space. I would only request if you could suggest a company as nascent stage which buyers like us can dare to buy. I can't even buy 1000 shares of Kaynes at CMP. Thank you

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢

[@rajanpushpangadan4886]

We want boost our membership holders

[@varunsharma2871]

iska advice sunke maine Adani 300 pe bech diya tha

[@Sparsh421]

What about the PSU sector in electronics Like Bharat electronics

[@saratchandra4109]

It is completely in to Defence.

[@mem1001953]

They assemble and finish.. Not in mfg sc.

[@thakurtimmy8624]

Yass rachana ji dahnyabad veryy informative jai hind ✌👍🙏

[@CARachanaRanade]

Thank you!

[@pavanvtayde]

Bahot der kar di mehrama aate aate.

[@mantruth6628]

What about BEL

[@pawangowda5699]

The Roce and Roe shown in vedio is not reflecting in screener. How to be sure while doing analysis

[@abhi_anand7061]

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢

[@mysmilehw]

What’s stock of the month for July

[@-RK2102]

SYRMA SGS technology is a better play and it is also into EMS

[@rahul20061985]

Madam ji, can you please cover Titagrah for long term

[@maheshwankhede8593]

Kaynes me promotors holding q Kam hui ye bhi batao

[@Nationatheart2023]

It should rename itself "rocket growth stock".

[@mohitn2952]

Like most others , suggesting us after massive rally

[@viveksaraf6920]

Syrma SGS...

[@TheLionKing2345]

Ultra overvalued stock ..

[@arjunansapre2005]

Stock name?

[@BaruchEitan]

I will forever appreciate this channel and Mrs Elizabeth Frankel, you've helped my family alot, your videos, advice, lessons and funny words are inspirational and helpful to us. My Wife and I have been able to be minimal, conscious in spending, saving and investing wisely, I now earn every week. You're such a blessing to this generation. we all love you😘

[@vasudevarao319]

GOOD

[@sadanandgote5544]

Why should Korean , Taiwanese companies enter into collaboration with Indian companies?.

[@felakawilam5747]

Wait for correction

[@nilaypatel1971]

Exact Recommendation in Paid Subscription might be in rachna video,

[@RajeshKumar-rl2dy]

What about CG Power

[@user-ok3cl6zl8n]

Excellent video. Very much informative. Thanks a lot

[@CARachanaRanade]

Glad it was helpful!

[@Vaishnavi_397]

Guys.. Don't listen to this women!!😂 She always suggests stocks after huge rally when there's no scope for momentum. Her motive is only to earn money through KZbin Instagram views & through selling classes😂 I used to follow her back in 2020-21 but then realised her content is not all helpful, she's just doing it for the sake of views.

[@mohitagrawal00]

Ma’am inter(IPCC) clear krte hi aapki firm mei articleship Ke Liye apply krunga 🚣🚣

[@hpatil22]

Madam me mebership ghetli ahe jully month chi pn video play hot nahi tyat bolat ahe suscribe kara mhnhn

[@anupamgovind3979]

2:57 Consumer durabled

[@Sacchh]

She has purchased in bulk, and now promoting it. Sahi business hai.. Pump and dump

[@HE_IS_HERE_TO_REDEEM_ALL]

I see her artistic skills while explaining. That's nice too, my sister.

[@deeppatil1376]

Thus stocks will run like crazy tomorrow 😂

[@phaneendraballa]

100k viewed though 5Mn subscribers there. but quantity traded is 159k where as traded quantity of yesterday was 26k. i.e., 5X need to monitor for 1 month, will get to know full details.

[@uttamx2016]

15 and 900 billions dollars , huge differnce between India & China Govt must boost private players

[@swapnilkayarkar5759]

Bhawa 🎉 😅

[@moneymindedguy]

buying at a PE of 147 will be a joke. wait for retracement is my opinion

[@pankajrawat752]

Kindly somebody provide the minutes of the video

[@chandrakantparmar1197]

Mem social media par aap ke naam se real page kon sa hai? Please batayiega

[@somayyahhashmi2538]

Don’t fall for that. It’s all fake I clicked on that link and it is all a scam.

[@apurva797]

Which to invest

[@bran702]

Better long for 3 quarters, and short the 4th. Substandard Indian electronic industries and an overpriced few quality premium items would meet a nose dive within the first year😮. India is experts in cowdung products. Gaumata has lot to contribute to our gdp.

[@natvarsinhzala9078]

You mind is full off toilet water.First take mental treatment then advise others 😅😅

[@pankajghosh8371]

pls mention 15 billions=?in cr.

[@jadagopi7258]

July 23 isthe same as june4

[@Man00777]

Mentioning Taiwan without background of one china policy and probable invasion can be little misleading.

[@anuchugh31]

This is India not China. Officially government has one China policy but we don’t require China visa to go to China.

[@Man00777]

@@anuchugh31 LoL. Misplaced nationalism may spell financial troubles. My point is totally from an investment opportunity perspective. Partnering with Taiwan based entities is a risky bet, hence USA has chips act, India has PLI schemes and other companies are building new fabs all over the world to have better control on supply chains. Investing in this space needs a good understanding of global geopolitics. Electronics 101 is not sufficient. No FOMO. follow a circle of competence.

[@anuchugh31]

@@Man00777 manufacturing from ete is what Kanye’s is also doing. Kaynes has opened a subsidiary to be listed in Taiwan similarly like Foxconn which is investing majorly in US but all the technicals aside, government has not restricted media to not call Taiwan as Taiwan. But as part of Prc. Whoever doesn’t know its current state as being led by a far right party and official stance is perhaps not into business. This is nothing to do with hyper nationalism or even nationalism

[@spamnyny9492]

WHAT ABOUT Garden reach ?

[@sumitpawar6788]

Can you please reduce the length of your videos?

[@31JUJHAR]

This content seems loaded - it would be better to have couple of more semiconductor comp review or SWOT

[@vaibhavsoni5620]

But this all company has share price of 4000+ and one is 12000+

[@jayasurya2668]

Mam i have a doubt with earning per share it is basically the profits of each share but why we the share holders don't get it where does the money go mam I am new to this field pls guide me

[@moneymultipliers1119]

CA Wale thumbnail nahi lagte