Apex frozen foods Ltd Heranba ltd Supriya Life science ltd
@equityresearch1995.6 күн бұрын
Already have this stocks in my portfolio 😮
@rajendranene5406 күн бұрын
Holding Heramba Supriya Nice analysis Thanks for sharing ❤❤
@eqtmonline5 күн бұрын
You are welcome
@jk_1jk5582 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.
@rajagopalareddy24086 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
@eqtmonline6 күн бұрын
Great 👍
@sridharkb13916 күн бұрын
Happy Diwali!! Thank you for your insightful video.
@eqtmonline6 күн бұрын
Happy Diwali
@siddharthkaul26896 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.
@eqtmonline5 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.
@anandkarkada16675 күн бұрын
Tnq Sir Happy Deepawali to you and your family 🎉
@eqtmonline5 күн бұрын
Happy Diwali
@hirankantihaldar8726 күн бұрын
Thanks for this video. Happy Diwali.
@eqtmonline5 күн бұрын
Happy Diwali
@akathuria10006 күн бұрын
Nicely explained but current prices of these stocks defy the valuations
@axt67606 күн бұрын
Thank you Rahul. There is always something to learn from you. 👍
@eqtmonline6 күн бұрын
Thank you for the kind words
@rakeshmehta576 күн бұрын
I always look forward to your amazing analysis explained in a lucid manner
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.
@viliyanurvancheeshwar77246 күн бұрын
thanks for this wonderful info
@jk_1jk5582 күн бұрын
Ocf is negative...
@ppmmbb9996 күн бұрын
Thank you. Happy Diwali 🎉
@eqtmonline6 күн бұрын
Happy Diwali
@vijaykumarmenon58916 күн бұрын
Wishing you a happy and prosperous Diwali
@eqtmonline5 күн бұрын
Happy Diwali
@satyaprakashchoudhary72646 күн бұрын
Happy diwali sir!! Thanks for ideas🎉🎉🎉😊
@eqtmonline6 күн бұрын
Most welcome 😊 Happy Diwali
@srinivasyamsani-bt3oz6 күн бұрын
Happy diwali sir. Thanks for the analysis
@eqtmonline6 күн бұрын
Happy Diwali.
@varinderkumar11336 күн бұрын
Happy deepawali sir🎉🎉
@eqtmonline6 күн бұрын
Happy Deepawali
@nishantmurab73656 күн бұрын
Tremendous presentation , Thanks
@eqtmonline6 күн бұрын
Glad you liked it!
@donaldephraim6 күн бұрын
Excellent analysis! Thank you very much.
@eqtmonline6 күн бұрын
Glad you liked it!
@khushbusingh6626 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
@navsenjoy6 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
@eqtmonline5 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.
@karunasrigouru11926 күн бұрын
. VERY VERY NICE RAHUL JEE. THANK YOU VERY MUCH.
@eqtmonline6 күн бұрын
You r welcome sir
@mahidervutturi65126 күн бұрын
Thank you happy diwali 🪔 sir
@eqtmonline6 күн бұрын
Same to you
@MoneyMultiX6 күн бұрын
Price action is a key parameter to identify the stocks to invest or short term trade. Waise nice information
@eqtmonline6 күн бұрын
Thank you
@sunilbidvai44436 күн бұрын
Good Rahulji. But all are high valued.
@eqtmonline5 күн бұрын
Thank you. The valuations are reasonable in our view.
@swarupjain12216 күн бұрын
Wish you a Very Happy Diwali 🎉
@eqtmonline6 күн бұрын
You too!!
@KodothDamodaranNair6 күн бұрын
HAPPY AND PROSPEROUS DEEPAVALI TO YOU AND FAMILY,AND EVERYONE AND THEIR FAMILES AT EQUITY MASTER FETERNITY
@eqtmonline5 күн бұрын
Thank you
@tumatisureshkumar526 күн бұрын
With additional duties from US, shrimp exporters may suffer further.
@kesavaraobayana44296 күн бұрын
Thank you
@eqtmonline6 күн бұрын
You r welcome
@Samanad746 күн бұрын
I am bullish on oil india and hpcl
@saasmienterprises6 күн бұрын
The approach will be like taking a bet as fluke..
@eqtmonline6 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.
@johnsonp45726 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.
@umarg97636 күн бұрын
Right bro. And Supriya has already peaked. It's price to book ratio is almost 6 times
@eqtmonline6 күн бұрын
Our view is that these stocks can go back to their long term average ROEs
@jaiprakashsharma94176 күн бұрын
very insightful.Shubh Deepawali
@eqtmonline6 күн бұрын
Very Happy Diwali to you as well
@oqp50676 күн бұрын
BETTER PLAY @1.25x
@praveenkumar8466 күн бұрын
very nice
@eqtmonline5 күн бұрын
Thank you
@atulratilalshah13575 күн бұрын
Being a Gujarati ,you shall avoid advice for companies engaged in non veg products
@SK-gs6xb5 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.
@gokulsundaravel99906 күн бұрын
Play @ 1.25speed
@nageswararaoravella6325 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.
@eqtmonline5 күн бұрын
yes, a perfect scenario but it is very difficult to carry out in practice.
@singlaankush7776 күн бұрын
watch at 1.5x . thank me later
@arunsrivastava78046 күн бұрын
This is a PAID PROMOTION VIDEO. Viewers may ignore it.
@thebeautyofnature88206 күн бұрын
Nice represent ❤❤❤❤❤
@eqtmonline6 күн бұрын
Glad you liked it
@aDroid_2476 күн бұрын
1.5x
@neetakamble63116 күн бұрын
👍👍
@hussainhussain-kz9hz6 күн бұрын
❤ Shukra ❤huzur ❤
@eqtmonline6 күн бұрын
You r welcome
@alikghosh7823 күн бұрын
Nonsense Video
@eqtmonline3 күн бұрын
Hmm....it will help if u can tell us why do u think so ..