Diwali Picks: 3 Unique Stocks to Watch

  Рет қаралды 35,698

Equitymaster

Equitymaster

Күн бұрын

Пікірлер: 90
@srinivasmadabushi1526
@srinivasmadabushi1526 6 күн бұрын
1 APEX FROZEN FOODS exports shrimps 3decade can ROE 20% Interesting ROE 2 HERANBA roe crash 8% avg ROR 26% 4 SUPRIYA LIFE SCIENCE
@abd3350
@abd3350 6 күн бұрын
Apex frozen foods Ltd Heranba ltd Supriya Life science ltd
@equityresearch1995.
@equityresearch1995. 6 күн бұрын
Already have this stocks in my portfolio 😮
@rajendranene540
@rajendranene540 6 күн бұрын
Holding Heramba Supriya Nice analysis Thanks for sharing ❤❤
@eqtmonline
@eqtmonline 5 күн бұрын
You are welcome
@jk_1jk558
@jk_1jk558 2 күн бұрын
Apex frozen food caters mainly to us markets( more than 60%)....The shrimp demand is subdued and to add to the agony, there have been so many sanctions from US. Did you happen to factor this thing into your analysis? Will wait for Q2 concall on what management has to say about this... Thanyou for the analysis.
@rajagopalareddy2408
@rajagopalareddy2408 6 күн бұрын
Thanks a lot I made good money Rs 2.5 lakhs based on your advice and bought IRCON at Rs 65 and exited at more than Rs 200
@eqtmonline
@eqtmonline 6 күн бұрын
Great 👍
@sridharkb1391
@sridharkb1391 6 күн бұрын
Happy Diwali!! Thank you for your insightful video.
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Diwali
@siddharthkaul2689
@siddharthkaul2689 6 күн бұрын
Hi with respect to Apex Frozen Foods you said the company has very little debt however short term borrowings have increased from Rs 91 crores in FY 22-23 to Rs 107 Crores in FY 23-24. You have also mentioned that expansion with respect to capex have been made majorly through internal cash accruals however if we see the cash position on a YOY basis the it has been the same ie Rs 10 Crores in FY 22-23 & FY 23-24. Seems there is some misunderstanding here from your side.
@eqtmonline
@eqtmonline 5 күн бұрын
Sir, I analysed it from a big picture perspective. The details should be skipped in my view if the business is fundamentally strong and valuations attractive.
@anandkarkada1667
@anandkarkada1667 5 күн бұрын
Tnq Sir Happy Deepawali to you and your family 🎉
@eqtmonline
@eqtmonline 5 күн бұрын
Happy Diwali
@hirankantihaldar872
@hirankantihaldar872 6 күн бұрын
Thanks for this video. Happy Diwali.
@eqtmonline
@eqtmonline 5 күн бұрын
Happy Diwali
@akathuria1000
@akathuria1000 6 күн бұрын
Nicely explained but current prices of these stocks defy the valuations
@axt6760
@axt6760 6 күн бұрын
Thank you Rahul. There is always something to learn from you. 👍
@eqtmonline
@eqtmonline 6 күн бұрын
Thank you for the kind words
@rakeshmehta57
@rakeshmehta57 6 күн бұрын
I always look forward to your amazing analysis explained in a lucid manner
@eqtmonline
@eqtmonline 6 күн бұрын
Thank you for the kind words
@pradipdani5483
@pradipdani5483 6 күн бұрын
Very convincing explanation about roe Thank you 👍
@eqtmonline
@eqtmonline 6 күн бұрын
You are most welcome
@mukutagrawal2080
@mukutagrawal2080 6 күн бұрын
Thanks for sharing. Gave new vision 😊
@eqtmonline
@eqtmonline 6 күн бұрын
Welcome!
@anantkadam4259
@anantkadam4259 6 күн бұрын
Thanks sir and Happy Diwali ❤
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Diwali
@dr.maheshpareek3464
@dr.maheshpareek3464 6 күн бұрын
Happy Dipawali Rahul sir. Today's stocks 100% potential❤❤
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Deepawali
@naveenthomas1979
@naveenthomas1979 6 күн бұрын
Investors of Aqua Frozen Foods can also consider King's infra ventures limited to the same aquaculture business with an average of 16% roc for the last 3 years. The interesting part is that management has decided to monetize their real estate assets, which is more than the current market capitalization of 350 crs. and recently they have started Kings Frigo - freshly frozen, Kings Bento - Ready to eat, Kings Martitech eco parks - 100 Eco Mariculture Units (EMU), and Kings Healthcare products - Antibiotic free.
@viliyanurvancheeshwar7724
@viliyanurvancheeshwar7724 6 күн бұрын
thanks for this wonderful info
@jk_1jk558
@jk_1jk558 2 күн бұрын
Ocf is negative...
@ppmmbb999
@ppmmbb999 6 күн бұрын
Thank you. Happy Diwali 🎉
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Diwali
@vijaykumarmenon5891
@vijaykumarmenon5891 6 күн бұрын
Wishing you a happy and prosperous Diwali
@eqtmonline
@eqtmonline 5 күн бұрын
Happy Diwali
@satyaprakashchoudhary7264
@satyaprakashchoudhary7264 6 күн бұрын
Happy diwali sir!! Thanks for ideas🎉🎉🎉😊
@eqtmonline
@eqtmonline 6 күн бұрын
Most welcome 😊 Happy Diwali
@srinivasyamsani-bt3oz
@srinivasyamsani-bt3oz 6 күн бұрын
Happy diwali sir. Thanks for the analysis
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Diwali.
@varinderkumar1133
@varinderkumar1133 6 күн бұрын
Happy deepawali sir🎉🎉
@eqtmonline
@eqtmonline 6 күн бұрын
Happy Deepawali
@nishantmurab7365
@nishantmurab7365 6 күн бұрын
Tremendous presentation , Thanks
@eqtmonline
@eqtmonline 6 күн бұрын
Glad you liked it!
@donaldephraim
@donaldephraim 6 күн бұрын
Excellent analysis! Thank you very much.
@eqtmonline
@eqtmonline 6 күн бұрын
Glad you liked it!
@khushbusingh662
@khushbusingh662 6 күн бұрын
Arkade,Nuvoco,Novaagri, Tatatech,Emil,Rushil,Filatex, Hathway,Apex Fully subscribed ipo and others now at discount price. Fii dii also increase their stake.can enter pls suggest
@navsenjoy
@navsenjoy 6 күн бұрын
Not covered future potential, reason for roe crash and reason for being optimistic in detail. Bty, holding position in avanti feeds for long terms. Wish you have covered business/product niche for heranba as there are much better players in same segment
@eqtmonline
@eqtmonline 5 күн бұрын
Although there could be better players but it is also about risk-reward. A silver at the price of bronze is a better option than gold at the price of gold.
@karunasrigouru1192
@karunasrigouru1192 6 күн бұрын
. VERY VERY NICE RAHUL JEE. THANK YOU VERY MUCH.
@eqtmonline
@eqtmonline 6 күн бұрын
You r welcome sir
@mahidervutturi6512
@mahidervutturi6512 6 күн бұрын
Thank you happy diwali 🪔 sir
@eqtmonline
@eqtmonline 6 күн бұрын
Same to you
@MoneyMultiX
@MoneyMultiX 6 күн бұрын
Price action is a key parameter to identify the stocks to invest or short term trade. Waise nice information
@eqtmonline
@eqtmonline 6 күн бұрын
Thank you
@sunilbidvai4443
@sunilbidvai4443 6 күн бұрын
Good Rahulji. But all are high valued.
@eqtmonline
@eqtmonline 5 күн бұрын
Thank you. The valuations are reasonable in our view.
@swarupjain1221
@swarupjain1221 6 күн бұрын
Wish you a Very Happy Diwali 🎉
@eqtmonline
@eqtmonline 6 күн бұрын
You too!!
@KodothDamodaranNair
@KodothDamodaranNair 6 күн бұрын
HAPPY AND PROSPEROUS DEEPAVALI TO YOU AND FAMILY,AND EVERYONE AND THEIR FAMILES AT EQUITY MASTER FETERNITY
@eqtmonline
@eqtmonline 5 күн бұрын
Thank you
@tumatisureshkumar52
@tumatisureshkumar52 6 күн бұрын
With additional duties from US, shrimp exporters may suffer further.
@kesavaraobayana4429
@kesavaraobayana4429 6 күн бұрын
Thank you
@eqtmonline
@eqtmonline 6 күн бұрын
You r welcome
@Samanad74
@Samanad74 6 күн бұрын
I am bullish on oil india and hpcl
@saasmienterprises
@saasmienterprises 6 күн бұрын
The approach will be like taking a bet as fluke..
@eqtmonline
@eqtmonline 6 күн бұрын
There is a thin line between a calculated bet and fluke and by ensuring that the stocks have strong fundamentals as well as balance sheets, we think we r taking a calculated bet.
@johnsonp4572
@johnsonp4572 6 күн бұрын
All the recommendations defies the logic put forward in the first full half of the video, as all of them have a falling roe as per you and where convergence will take place nobody knows, may be at zero or even below.
@umarg9763
@umarg9763 6 күн бұрын
Right bro. And Supriya has already peaked. It's price to book ratio is almost 6 times
@eqtmonline
@eqtmonline 6 күн бұрын
Our view is that these stocks can go back to their long term average ROEs
@jaiprakashsharma9417
@jaiprakashsharma9417 6 күн бұрын
very insightful.Shubh Deepawali
@eqtmonline
@eqtmonline 6 күн бұрын
Very Happy Diwali to you as well
@oqp5067
@oqp5067 6 күн бұрын
BETTER PLAY @1.25x
@praveenkumar846
@praveenkumar846 6 күн бұрын
very nice
@eqtmonline
@eqtmonline 5 күн бұрын
Thank you
@atulratilalshah1357
@atulratilalshah1357 5 күн бұрын
Being a Gujarati ,you shall avoid advice for companies engaged in non veg products
@SK-gs6xb
@SK-gs6xb 5 күн бұрын
Also Alcohol stocks, cigarette Stocks, Weapons-Defence Stocks, Pesticides which cause cancer, Petroleum stocks which cause pollution, AI sticks which cause loss of jobs, eCommerce which hurt small businesses.
@gokulsundaravel9990
@gokulsundaravel9990 6 күн бұрын
Play @ 1.25speed
@nageswararaoravella632
@nageswararaoravella632 5 күн бұрын
Better be in high ROE for some time then move to fair ROE stock.You can eat the cake and have it too.
@eqtmonline
@eqtmonline 5 күн бұрын
yes, a perfect scenario but it is very difficult to carry out in practice.
@singlaankush777
@singlaankush777 6 күн бұрын
watch at 1.5x . thank me later
@arunsrivastava7804
@arunsrivastava7804 6 күн бұрын
This is a PAID PROMOTION VIDEO. Viewers may ignore it.
@thebeautyofnature8820
@thebeautyofnature8820 6 күн бұрын
Nice represent ❤❤❤❤❤
@eqtmonline
@eqtmonline 6 күн бұрын
Glad you liked it
@aDroid_247
@aDroid_247 6 күн бұрын
1.5x
@neetakamble6311
@neetakamble6311 6 күн бұрын
👍👍
@hussainhussain-kz9hz
@hussainhussain-kz9hz 6 күн бұрын
❤ Shukra ❤huzur ❤
@eqtmonline
@eqtmonline 6 күн бұрын
You r welcome
@alikghosh782
@alikghosh782 3 күн бұрын
Nonsense Video
@eqtmonline
@eqtmonline 3 күн бұрын
Hmm....it will help if u can tell us why do u think so ..
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