Retake ( SG Mart and Shankara BuildPro)

[@arthav123]

One of the best detailing video ever brother...Ive been looking for this kind of video on sg mart ..thanks a lot for explaining in detail ❤

[@Xavierpng]

love you sir, hardworks pays off... love your analysis

[@les9876]

I had bought SG Mart few months back at a price that is 17-18% higher than current levels. I will hold the stock for at least 3 quarters and will be watching how the mgmt performs and decide accordingly. If the steel prices remain stable or increase, they should do well. Only problem will be if the prices keep falling continuously or are very volatile. In an underdeveloped country like ours there's lots of steel required for development and prices cannot go down continuously. For me, it is a bet worth taking.

[@sourabh9agrawal]

Consistent….Quality…..genuine……informative…..Blissss

[@hareshchaudhary3113]

Huge thanks for the constant flow of top-notch knowledge! #Grateful 🎉

[@manohar9004]

Double effort ke liye thank you sir ji

[@vasanpk3404]

Really from heart loved your sincere hard wok .

[@abhasdua3774]

Appreciate the Hard-work Sir!

[@hermanirascible3310]

Excellent video

[@srinivasareddy2344]

Appreciate

[@sunilrupala429]

Great work sir

[@ashutoshtiwari2522]

Appreciate your efforts 👏🏼

[@kashikb]

What is ur opinion on SG Mart 1) Hold 2) Avg up with dips 3) Sell . Note 10% RED portfolio as of now.

[@dineshjaiswal-cr8tc]

Hi Rajarshi. Wonderful content. The promoter holdings in SG mart has been decreased significantly in last 3 qtrs . Could you please tell us what is reason behind this.

[@bidyutboruah9827]

If they achieve 20000 cr topline and maintenance 2.5% pat this will be great and the opportunity is very big.

[@pateldhaval3890]

Voice quality is quite good without mic as well. If there is no background disturbance, you can continue without any setup 👍❤

[@tajji4u]

Problem ye hai k sg mart me jo last time protected Gross margin k baare me baat ki thi, esa dikha nahi hai last qtr mein. Main ti nikal gaya isi liye.

[@abhishek-en7dj]

PAT increased Q2 VS Q2. You mentioned it went down!

[@RAJARSHISHOME]

It went down QOQ in Q2 not YOY

[@dhruvpateldsp3208]

🙌🏻👏🏻👏🏻

[@anilkumarsukumaran8937]

What about the demerger news of Shankara. Is it good for the investors

[@mrshriharee]

Jai shri krishna

[@amitsinghpal5445]

Inventory kaise depreciate hoti hai?

[@aaryansukhyani6354]

Hey what do you think of annapurna swadisht the company is growing at 50-60% and the ceo has told to reach 1000+crore revenue in 3-4 years the valuation is also good but the ceo has acquired a nbfc dhruv capital services that's a strange thing only what your thought on it

[@manojkumarsahoo1163]

Brother ❤️

[@factindiatv6304]

Bhai pls valuation pe bhi thoda apna views diya karo❤❤

[@RaviKamboj2021]

When will your non financial workshop be available for non registered people?

[@RAJARSHISHOME]

Never. My products shall never be free.

[@sandipauti1986]

Thanks sirji🎉❤

[@JangamLaxman-b3k]

🙏

[@ReyanshKhushi]

Can you please give a video on IRB is it good to hold for long time

[@navsenjoy]

Appreciate yr effort bro. 🙏 but steel prices vary alot due Chinese import - same as chemical, api etc. Maybe biggest consuming industry -real estate is surely slowing down. Very difficult to foresee prices or margin. & yes industry survival become difficult very frequently & possible in this sector😊

[@navsenjoy]

Any insight on bajaj finchem after recent anayslist meet... Pl. share if possible

[@keerthiraj3498]

Sir please cover Indiamart ur efforts fr us is commendable ❤

[@madayush1]

Your view on Sky gold please

[@nareshchoudhary9065]

any website to track steel prices volatality.

[@kalyansrirangam6725]

Sir Pls make a video on JBM Auto and Olectra Greentech

[@ahmedmoinuddin8487]

thx bro, fantastic

[@RaviKamboj2021]

,👏👏👏👏🔥

[@rupeshovhal8390]

👍🏼🙏🏼

[@hiteshtalesara2575]

SG MÀRT me loss me hu to kya average down kre ya nahe abhe

[@RAJARSHISHOME]

Wo tumhara call hai

[@dhananjaykumar149]

@ SG MART profit to bahut hai lekin operational cash nahi nahi and cash equivalents bhi low hai . Debt kaise dega short time ka agar aisa raha to

[@SAMEERANSARI-qw9qw]

1200 cr ka cash pada hai company pei

[@krishnasaha427]

Sir kya aap mujhe basic of stock market sikha sakte hai??

[@VivekGupta-3]

Bhai brightness over horahi hai Video dekhne me prblm horahi hai

[@fahad9739]

So Shankara Building Products will demerge its business into a slow growing one and a fast growing one. Doesn't that make SBP more attractive. If we get both businesses of SBP then we can just sell the slow growth one.

[@ameybhirange4627]

One question for SG Mart. When steel prices collapsed, didn't they buy steel more and then margins would then increase in this quarter. Because I read that they maintained their margin guidence for the year

[@les9876]

What guarantee was there that if they bought steel at low prices, the prices wouldn't go down further this quarter? This is like buying a stock thinking that it has reached the bottom and it falls another 15-20% after that.

[@ameybhirange4627]

@les9876 Agree. But steel prices are not like stock prices to fall 20% + anytime. Management only said that this 15% fall is kind of a once in a decade event. Though I'm just asking, if this strategy is part of their business model or not since they've maintained their margin guidance. So having low margins in Q2 will affect their year guidance as well. So if they're guiding for 2-2.5% margins, they have to increase their margins in Q3 and q4. Someone should have asked that in concall

[@theunknown395]

Bro give a summary of 1 minute at the end of your video

[@RAJARSHISHOME]

Itna karne ke baad bhi summary chahiye? Thoda khud ka dimaag lagalo 🙏

[@aaryansukhyani6354]

​@@RAJARSHISHOME 😂😂😂 sedhi Baat no bakwas

[@mrshriharee]

Ur raw vedio is ok for us

[@learnwithveerr]

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