IT Stocks down 20%-35% - Right time to add IT stocks in FY25? IT sector Analysis

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IT Stocks down 20%-35% - Right time to add IT stocks? IT sector Analysis
#sahilbhadviya #itsector #stockmarket #fundamentalanalysis

[@SahilBhadviya]

Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

[@venkatareddypappula6354]

BUYING IT BEES SIR

[@MKD11990]

Infosys and happiest mind bet for 10 years.. Infosys buying price 1376 and happiest mind 840..

[@Rraahhuull55]

Sahil most finfluencers say Indian IT is not that active in Gen Ai. If they are, then not getting business in short client not spending much as yet.. Your views??

[@1995mubeen]

what is the difference between 749/month package shown while clicking the join button and 4990/year package in the website?

[@RichardMoore-jg5tl]

is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?

[@RusuSilva]

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[@jamesmargarita3485]

His tg

[@jamesmargarita3485]

*@michaeltpin*

[@richardisaac8116]

Rather than attempting to predict future recessions and risking financial losses, a more effective strategy is to build a well-diversified portfolio that can withstand various market conditions. This approach has allowed some individuals to consistently generate substantial returns, averaging around 150K every quarter as reported by Bloomberg

[@ranjanpatil5168]

Thanks Sahil.....excellent analysis. Appreciated your effort....

[@golisanthoshkumar1319]

Thank You Sahil Excellent Analysis Appreciated your Efforts

[@pavankumar-qj5ql]

Finally ur video convinced my to invest in IT stocks in this period... excellent example of PSU banks defence stocks....

[@johnsondevasagayam9704]

Thank u sahil for making this video Very Informative ❤

[@chaocingdon7270]

Thanks Sahil. Adding Nifty IT BEES on every dip.

[@basantshrivastava7781]

Thank you Sahil Bhai for your efforts and information.

[@simplesheenu]

One idea is to start investing in an ETF that tracks IT companies. Eg: Nippon India ETF Nifty IT

[@pskarthic]

Nifty IT is tracking top 50, most of the stock he mentioned are not in index

[@Snesded]

14%down

[@AdityaSingh-iv9wz]

That part of excel sheet showing analysis of EPS growth and PE re rating was very good I learned something new ☺

[@krishnachagarlamudi9919]

Sir, your presentation is really excellent. We are grateful to you. Thanks a lot

[@ali_editz7]

Great informative and valuable video keep going sahil❤️🙏🏻

[@user-ux8hc5ch5j]

Thank you so much for valuable information

[@j.k.sjevus68]

Very insightful. Thank you. 60% of my folio constitutes IT

[@nishantsaini2715]

This video shows how much effort you have put it. Thank you Sahil for everything 💕

[@senthilkumar7287]

*Very insightful contents, Your efforts r highly appreciated Mr Perfect!!!*

[@sujeesh9203]

Value pick - Infosys Growth pick - KPIT

[@rakeshgupta4130]

Awesome videos...Pressed the bell 🔔 icon, the moment u showed that 20 stocks in Excel...that shows your hardwork ❤🎉 👍

[@vinod.k.maroodi5979]

Thank you.. Sahil 💐

[@jug-i5n]

Great analysis 👍👍👏👏

[@salmanreshamwala8783]

Great Analysis. More than that perfect timing to discuss about IT sectore and take the discussion. Definitely, it will help the retailers to take the discussion. Thank you Sahil.

[@meridhun5102]

Very detailed vedio bhaiya....you have put lot if effort...thank you so much for enriching videos which are very educative and very helpful..Pranam

[@nagarajms8932]

Analysis 👌🏻👌🏻👌🏻Thank you For Your Views 🙏🙏

[@tejasbiraris9077]

Nicely explained!

[@raviteja5021]

Hi Sahil, Thanks l liked this video, to be honest waiting for this kind of IT sector analysis

[@SatyamtheTruth999]

IT portfolio has ditched my profits by 40%. Now I will confine my IT portfolio to a maximum of 15% of my total investment.

[@rajandeepsinghbhullar4894]

Good that you have learnt lesson

[@dewanmohamed9167]

Any sector will have bad time and good time and it's all about cycles.. it's not easy to regularly capture the growing cycle upfront so better to diversify but after some years you may even feel bad that you didn't invest more in IT stocks and that's how market works

[@adinarayana5773]

Excellent analysis bro..pls do similar analysis for chemical sector also..Thank you..!!

[@manjunathn2111]

Very good analysis 👏 👏

[@abhijithnair6515]

Holding Infy, TCS, Wipro, Coforge, Mphasis, Mastek and Affle. Thinking about adding Bsoft & HCL. Not convinced by Zensar tech though due to its poor sales growth even though it’s available at mouth watering PE and Goldman Sachs are constantly adding this stock for a while now.

[@siddhantaeren2338]

Amazing information. Thanks

[@sudhirjadhav8766]

Very informative video,grt knowledge bro...keep it up

[@vaijayantimhalsekar735]

sahil great analisys

[@KrishnaSpiritual1]

Thanks Sahil. Your efforts are much appreciated. I have invested in Kpit, Newge, latent view, Happiest mind. I wonder like to add Kpit more.

[@piyushparekh5807]

Very much true 👍 good analysis of full It sector, thanks for giving right information 👍 👏👌👍

[@prasada1280]

It is nothing big. IT sector has fallen by 15%. So if u pick up now 20-30% returns are normal. This is usual swing trading. Now on can IT create consistent compounders? No. Why ? Because this correction is less economical and more fundamental and structural.

[@debabratasarkar7477]

Sir finally could I buy it company like Birla soft

[@govindjoshi8171]

Excellent explanation

[@maverickrahul104]

Excellent analysis!!

[@manasbanerjee7580]

Yes u r absolutely right... Few days agoAlready picked COFORGE, PERSISTENT, LTIM,LTTS, TATA TECHNOLOGIES AND INFOSYS.

[@mamidipaka5]

Thank you Sahil Bhai for your efforts and information. I request you, please do some detailed video and top list of stocks on Semiconductor theme. I can see it will be big wealth creator in near future.

[@pritamphalke8857]

Very nice analysis. Need same analysis for Bank and finance sector

[@karthiv984]

Advance congrats for 500k subscribers.. Keep up the good work...

[@funtimetamil3441]

TY

[@caterbilt]

Really liked your review of IT sector. Can you do such review of chemical sector as well. It would be really helpful

[@user-ip5gi2qf7m]

Thanks a lot, again a wonderful detailed explanation. Can you make similar comparison for other sectors like Chemical, Defence, renewable energy,🎉

[@MAHESHPICHA]

Thanks 👍

[@nileshpandya6421]

GREAT INFORMATION FOR A LAYMAN IN COMMON SENSE TO UNDERSTAND

[@anilpudota290]

Holding small qtys of infy, HCL Tech, Sonata, Cyient, persistent sys,Tata Tech, KPIT Tech,Rate gain,Zensar in profits

[@sbsmani2088]

superb dear sahil 👍

[@varunkharb5803]

Good video , newgen was great investment opportunity as was at 16 PE even though profits were growing

[@ramkrish2637]

Thanks to Sahil I added Newgen on watching his analysis and am sitting on handsome profit😊

[@munjaalraval]

Insightful

[@ganesannanjappan6460]

Thanks for your analysis 🎉

[@pavankumargadhamsetti4528]

Doing sip in it thematic fund for the past 2 yra

[@tusharkantiduttachoudhury1862]

Very good analysis. I am very optimistic about IT which will turn around soon and I am fully invested in it.

[@hemantbatra542]

Thanks Sahil

[@faneeshbansal637]

Nice explanation.. same strategy i used for banking sector.. today banking sector trading at all time low pe ratio .. and we know in this year we see a rate cut in interest rate by federal bank.. it push for more loan from bank.. and maybe soon rerating of pe will happen too.. Growth are there Valuation are low. Pe is low.. NPA is low.. Demand for loan increasing.. Capital expenditure by companies is increasing I’m full bullish on banking sector.. ❤️

[@chodagamsrinivas6345]

I'm purchasing ITETF currently to reduce the risk

[@mannanvora1637]

OFSS IS ALSO A GREAT BET BUT HAS NOT FALLEN MUCH TO

[@nileshpadsala3842]

I think Infosys is perfect to make position

[@nagarajbk753]

Plz make a same videos on FMCG and Financial Sector❤❤❤❤

[@berzerker3042]

I bought HCL stocks 3-4 days ago, i hope it'll go up lol

[@anilpenigalapati4463]

Could you please provide your current view on Newgen tech??

[@somenseal6925]

I am investing in IT thematic fund

[@ankitkishore77]

I sense Mr basant Maheshwari in your investing style. His book Inelligent investor is what you are summing umming uo sa when you talk about PE expansion and onctractionwith the example of the bull run.

[@Iamreal11xingping]

I am sure Mr BMW has not invented mathematical tools and lingo which are being used in markets....whatever info is provided is just one of the many tools ..... Whatever u say someone has already said esp in KZbin

[@dragonslayer9581]

Plss do make on chemicals stocks also

[@RaviKiran-us6gd]

Loved this installment of yours.. very informative.. esply picking up the sector that hasn't given a run up.. keep up the good job

[@sal197489]

Is Tracxn good to continue... Seems to be weaker from qtr to qtr ... Eats out the opportunity cost

[@MrVinodkumar92]

Great stuff of information and clear explanation bro. I have been following you since long. Can you please share the excel and also please do a dedicated video on how to create these sheets

[@RinishaWebServices]

Only ONE IMPORTANT question! Should we buy IT stocks now or wait till 4th June and act later? What's your take on this?

[@sukantabhattacharya4958]

And what about private banks ? HDFC, ICICI, Kotak all having PE around 18. Way way lower than their 5 year, 10 year median PE. Why not discuss this sector in next video bhaiya ?

[@SB-ux2ln]

Intellect Design is down lately for below exceptions results.

[@logeshwarans5537]

Pls analyse Space sector

[@parvinbaraiya7569]

Sahil sir top infrastructure road 🛣️ company par analysis video banaaiye ❤❤❤❤❤

[@Blues-Blue]

Great 👍

[@prajeeshka]

Newgen. Coforge only my PF. ITSector stocks.

[@thaibala2175]

Thankyou

[@mostfamousspeeches3352]

My picks for IT would be : 1. cyient 2. Nucleus 3. OFSS 4. Birlasoft 5. Newgen

[@s.m.mishra976]

I have added Hcl T cyient

[@panchayatirajsangathan1368]

Very deep and detailed analysis 👏

[@kirankumarbw]

I am betting more on HCL. Added good qty already. Will add more in further declines

[@ravimaxdigitals]

Please make same video on pvt banks too

[@chanderhanshans585]

Superb

[@logeshwarans5537]

Pls analyse Auto ancillary sector

[@kprasanth99]

@Sahil, I would like to join in weekly series. I have a question Will you tell when you are exiting from a stock as you are discussing when you are taking entry?

[@raju1950]

Pl discuss oracle fin

[@haris1328]

Lost 15 lacs in infy and tech mah in 2022, then left market only to miss massive rally

[@logeshwarans5537]

Pls analyse Pharma sector similarly

[@tutanpaul7050]

A video on banking sector

[@Stockmarketkibaate]

Information and analysis mast h sir g

[@Kumarvlog-]

Please can you make a similar video for consumer sector and finance sector

[@manojpande9802]

hi sahil sir what is markbury

[@venkateshbsrao3491]

Sir, I think you might have your own video about subex

[@IzaanRM]

Is AI improvement would affect indian IT sector?

[@arunmadala]

Can you please share tracxn Q4 result analysis

[@nikhilahuja2145]

Great video.. Have seen enough videos, but how we can look at the PE and EPS and then comparing them for chossing the stock, what a great explanation 👍 👏

[@gajendradeshmukh]

what about IT companies guidance and are these PE ok ?

[@user-sy8oz2gv5j]

What will be impact of bricks currency on IT

[@drmrahul]

i ll add hcltech

[@srinivasangkailasam8952]

Took some profit and will enter at a lower price.

[@KVR_VARAPRASAD2308]

Hi sahil. Can you explain about good luck and SKIPPER

[@riteshsingh-xi3hv]

According to me as a retail investor with not expertise in it very hard to time the market .. I will accumulate in every 5% down or keep investing in form of SIP. With this strategy we can average the price For sure over the 5 years time horizon it will give 20-25% CGAR That is good enough for me. Only you should invested in fundamentaly good company like KPIT, TATA ELXISI and Persistent etc.