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@akashak666Ай бұрын
What about LT foods and ADF foods in consumption sector, speak about this
@InvestorKidddАй бұрын
What about ireda
@akashak666Ай бұрын
@@InvestorKiddd it'll consolidate for some more days, until valuation becomes comfortable
@anisshjayaraj367Ай бұрын
😊😊😊
@driyagonАй бұрын
perfect mix of soic type fundamental macro view + momentum/short term triggers. great video!
@ShashankUdupa1Ай бұрын
Glad you liked it!
@pankajgandhi2388Ай бұрын
I have bought KPIT Tech,UTI AMC,ABSL AMC and Cyient DLM last week
@gokulvenkatesan5798Ай бұрын
Sappu
@AdityaSingh-fx6wh16 күн бұрын
Good stocks though KPIT is still under trouble You can look into Nippon AMC too
@BharatLalwani-k8lАй бұрын
KPIT is definitely a great stock. I further suggest Cyient DLM and EMS
@riteshsingh-xi3hvАй бұрын
I also agreed with you for sector wise in FY25. I would add some stocks 1. Gensol good company with high potential growth and also high risk. Available at approx 40% discount. I would like to know your opinion on this 2.. Motilal owswal, I see in coming years more people attract with equity investment that will create good opportunities in AMC company. Along company is doing constantly growing YOY and it's available at 10-12% discount. I would suggest this stock from financial sector 3. From IT no doubt KPIT Technology is available at good prices. Appropriate 30% discount. Persistent is good but at high prices, so just wait for Q3 may be it goes down and then start accumulating Otherwise Tata Elexi is also not bad choice and it's available at 30-35% discount As USA economy do well then this company should also well 4. From pharma I would bet on Capline point, not so aggressive return but also risk is low 😊
@anandradhakrishnan134027 күн бұрын
Hi.. tks for your wonderful insights. Locking forward your 2025 small case.
@malbalaji21 күн бұрын
I followed you on Year beginning, it is now 22%❤❤
@SagarPawar-cz7itАй бұрын
Great stuff 👍 I do hold Motherson International and Premier Polyfilms.
@ashwinigurung7716Ай бұрын
This is really helpful, thanks for making this video. Will surely keep these stocks in my watchlist.
@WealthyChronicle3 күн бұрын
The energy sector is definitely looking strong! But with the market so volatile, can these stocks really continue to outperform or will they get hit by regulatory risks?
@piyushmishra4405Ай бұрын
Greatttt video ❤❤💕💕💕 waiting for long 1hr session
@Rashid-rizwan29 күн бұрын
My 11 stocks are Kalyan jewellers Reliance industries Mahindra and Mahindra Tata motors Tata power Zomato Hindustan Unilever Titan Itc HDFC SBI life insurance
@Bijuleela-d5fКүн бұрын
Avoid Tata and SBI Rest of them are
@praveenbisariya3413Ай бұрын
Techno Electric can be a god bet especially in Data centres space.
@Sharathkumar0987Ай бұрын
Long term 🔥
@grow.in96Ай бұрын
Over valuation
@tanujamalipeddi881112 күн бұрын
Thank you for the video..looking out for 2025 portfolio
@deepankarpant4048Ай бұрын
I feel Banking sector and NBFCs are way too undervalued specially pvt. banks, if the economy is stable they are bound to do good in the next 2 years. The Bank Nifty PE is back to 2014 levels
@vinayakjanardanan125627 күн бұрын
Update on my 2024 smallcase: 40% return. Mainly anchored by RVNL and Mazagon . Thanks bro .
@ShashankUdupa127 күн бұрын
Dont forget mazdock :p also gave 130% returns, its at 48% returns. new year 2025 PF is coming soon. Btw 2024 NY smallcase has beat nifty 50 and 500. Beat all indexes basically
@vinayakjanardanan125627 күн бұрын
@@ShashankUdupa1 Yeah beat the indexes by a huge margin. I have watchlisted the stocks mentioned in this video. Looks like most of the stocks mentioned here are fundamentally strong stocks which you had mentioned already like vbl, kpit, tata power and your 2021 bet: Laurus labs xD. Will keep watch of these and average up accordingly. And wait for the 2025 PF video as well.
@thanviHimanshu27 күн бұрын
@@vinayakjanardanan1256 I'm started investing in kpit now, it has risen up little, couldn't get at discount price. But confused which 3 stocks to choose for low salaried guy 😅 as most of it goes in either nifty 50, or pvt banks
@PanneerSelvam-nz5xj26 күн бұрын
All stock good collections, new counters adding shoryl! Tku!
@srinivasanvaradhan2768Ай бұрын
My 10 picks - Reliance, jio financial services, dr reddy ,kpit technologies ,natco pharma , tata motors, IndusInd bank , south Indian bank, aarti industries, medi assist. I hope this portfolio will grow atleast 15 cagr and slightly defensive also
@aksman8563Ай бұрын
Remove kpit for now. Pe too Except that all good
@shivammorankar3171Ай бұрын
@@srinivasanvaradhan2768 it is good yr...I am invested in KPIT, natco, tata motors too
@saikumarkadarlaАй бұрын
For 15% cagr why not opt for mutual funds instead of direct stock investment?
@shivamsingh7389Ай бұрын
Natco and IndusInd are valuation plays, so that's a good way of balancing out KPIT, and JIO. South Indian Bank I am not quite sure. Perhaps you can study Bajaj Finance.
@anilpudota290Ай бұрын
I don't think SI bank is worth, I prefer Axis,SBI
@rishinarang396111 күн бұрын
Can you make a video on stock thatwont do well
@shivamkumarsingh9190Ай бұрын
Laurus Lab is a good buy holding it from 516
@avikota6089Ай бұрын
Thanks for all your efforts
@Mahalaxmi-n3xАй бұрын
Hi Shashank, thank you for always providing all the important insights about the market. You really are doing a great job. So can you please let me know if you can do the stock analysis of Jupiter life line hospitals or post some analysis regarding this stock ?? It would really be helpful to know :)
@adithyaswaminathan4705Ай бұрын
Shashank..can you prepare a small case which would amount to 15,000 max, so that it will be helpful for first time investors who would turn 18 in 2025
@anjumkhan2608Ай бұрын
Good informative video. Thank you
@benjaminphilip5411 күн бұрын
I think TRF LTD is good bet for long term perspective. whats your thought ?
@nikhilg.s1819Ай бұрын
Cochin Shipyard Ltd. Defence might play out well for the coming year. Jupiter Wagons Ltd Transport and electric wagons+ backward integration . Seems like they will have a good year.
@sreekar_sАй бұрын
Congrats on 300k subs
@jalajasreekumar6329Ай бұрын
I am a pensioner from Kerala and I bought 3 or 5 stocks monthly watching your vedeos I dont know any analysis But I"ll watch your vedeos regularly❤ ❤❤❤
@mayopan123Ай бұрын
Dont do this. Pension is your hard earned money. If you want to invest in stock, you need to know analysis and when to get out. Its better if you just invest in parag parikh flexicap fund. Tc stay healthy
@ajayn7292Ай бұрын
You are in a risk zone. Avoid doing that. Instead do monthly SIP in 3 or 4 Mutual funds. With Nifty 50 MF should be there (Mandatory) in your portfolio You can also consider a Balanced ETF ( Nifty 50) New investor Direct invest Cheyuthal market iyll paisa undakaan budhimutta anu. Considering you age.
@kshitijofthejuneАй бұрын
Sir, u dont need to do this. 😢
@sivam8889Ай бұрын
Given the volatility of the stock market, it might be wiser to switch to fixed instruments like Fixed Deposits (FD) or debt funds. As a pensioner, directly investing in stocks can be quite risky.
@poornimarvs191428 күн бұрын
Simply invest in nifty bees ,junior bees and gold bees
@stocksandbooksАй бұрын
Swiggy….coz in 1 year they will become profitable and might close valuation gap with zomato …can reach 1000 in 1 year….thats my understanding….management is also good…high risk bet
@srivasu8060Ай бұрын
Hi Shashak..what is your opinion about REIT?
@gauravattri1250Ай бұрын
Opportunities as per me: Tata tech: 940-950 NH: 1200-1230 Tata elexi: 6-7K Latent view: 438 Power mech: 2720-2730 Reliance: 1260 Venus pipes: 1615 Walchandnagar: 245 Pleas update the list or let me know if i need updation among these
@jaiminmaurya1121Ай бұрын
Tata tech still doesn't justify it's valuations. It's better if buy it after reversal. If we buy now then downside is low but will waste time for sure.
@jaiminmaurya1121Ай бұрын
As per Me astral is better than Venus. But if you want to take contra bet then go ahead.
@gauravattri1250Ай бұрын
@@jaiminmaurya1121 true bhai.. thank you for input. Will remember this
@gauravattri1250Ай бұрын
@@jaiminmaurya1121 okay bhai gg
@slamcan2kАй бұрын
Great video Sashank. Loved your pick of the thematic drivers for the medium term. But don't get why you wud exclude big IT completely from also winning in this boom time phase for AI driven IT services. Their clients have probably already mandated them.
@pragatianant5724Ай бұрын
Shashank never disappoints❤
@chadasyam2969Ай бұрын
excellent view..tnq
@hemsagarpatel8992Ай бұрын
what about EMS, dixon , kaynes ?
@sanketmogarnekarАй бұрын
Shashank, nice picks , Would really appreciate if you can give your views on PG Electroplast. Its and ODM and OEM for RAC, Washing machine, LED tvs , recently ventured into Assembly of EVs and Lithium batteries. I am holding this.
@purnasandrapati4484Ай бұрын
Nice video ❤
@dazai8575Ай бұрын
How do I track what the mutual funds are buying
@ramkrishnaborse2768Ай бұрын
I think in addition to your current 10 stocks you can consider Banking/Chemical/Automobile sectors as well. 2 stocks in each sector. It would be a basket of 15-20 stocks.
@abhishekranjan548Ай бұрын
Can you suggest some
@AmanSingh-fm1liАй бұрын
Shashank what about pricol ??
@sandhyaramesh6240Ай бұрын
Can u do an analysis on Trident if possible?
@kesavaraobayana4429Ай бұрын
Thank you
@amitpaul7940Ай бұрын
Sitting on 124% profit in KPIT.
@amitgandhi230828 күн бұрын
What is your opinion about Redington??
@mohitmirchandani7819Ай бұрын
you view on ask auto , pricol and samvardhan motherson plz
@nivashnivash7356Ай бұрын
What is your view on CYIENT DLM Ltd
@finvestor-v6mАй бұрын
Hi Shashank…Regarding CDMO, what do you think about Aarti Pharmalab, and Syngene? Aaarti is at low PE.
@josephfernandes6934Ай бұрын
Hi Shashank, nice video, I want to join your community, but it shows billing will start from Jan-03-2025; why so? please clarify.
@SomanadhamАй бұрын
What's your view on Ananth technologies as AI, n data centre technology will be in boom in the coming year.
@unnikrishnan3934Ай бұрын
Shashank what is your views on AI and semi conductor sectors
@anuragmadan26 күн бұрын
coming from 24 video, ofc i have hopes!!!
@Ghontushona12 күн бұрын
How do stocks work? I am a beginner..when to buy and when to sell them to get maximum returns? Can anybody guide?
@shahinashaikh2528Ай бұрын
Hi sir, How about HBL power, Tips music, Dynacons solution?
@prachivijayvergiya949629 күн бұрын
Thank u sir
@rajshekarreddy07Ай бұрын
Hi shashank, what's your opinion on the new NFO, i.e., Shriram Multi sector rotational fund.
@anupborker63638 күн бұрын
Can you tell about sw solar ??
@sneheeldash4288Ай бұрын
How about Zomato for a long term perspective?
@yashsinghvi2990Ай бұрын
Pi industries Angelone Protean Cdsl Ratnaveer precision Nhpc Varun beverages
@kakashisenpai99Ай бұрын
Could u elaborate about nhpc
@yashsinghvi2990Ай бұрын
@kakashisenpai99 unvalued stock and several projects are recieved from govt .. good buy for long term for sure
@harikrishnang33Ай бұрын
How about Waree Energies in Energy sector?
@dan_d_lasner13454 күн бұрын
High pe
@DhruvGTАй бұрын
Hi, Shashank I'm a student and I keep learning about businesses and stock market. Can you please suggest a few good websites/newsletters/people to follow who don't BS around and put out quality content. I want to learn more and in depth. Free content is preferred but I'm ready to invest small amounts for learning.
@menezeslАй бұрын
google Dr vijay malik, SOIC, read book by parag parikh
@BABUGOWDA16Ай бұрын
IDFC fest bank ✔️✔️✔️✔️
@akshatjain2837Ай бұрын
Hi Shashank, Can we also add PI industries and Deepak nitrates in this list?
pvr is something i am bullish on for this year, they have been able to reduce losses and this year might even turn profitable , with good movies launching this quarter , expect PVR to have a good year .
@sathwikgupta1231Ай бұрын
As a Bikaji Distributor a assure you that there is more growth in Bikaji foods because now they have entered into south Indian market and has more opportunities.
@vatsalbhallaАй бұрын
what about chemical sector stocks like PCBL and Jubilant Ingrevia good time to invest in ?
@Sharathkumar0987Ай бұрын
Pcbl 👍
@vatsalbhallaАй бұрын
@@Sharathkumar0987 any other good low priced quality stocks to look in ?
@crumblecookee20 күн бұрын
Indraprastha medical corporation looks like a great pick to me for 2025.
@poojabansal979817 күн бұрын
Pls tell about tata motors
@naresh6400Ай бұрын
Please do a research video on Laurus Labs
@sahilsaini1891Ай бұрын
What about Auto Sector & SemiConductor Sector Companies?
@ShashankUdupa1Ай бұрын
Auto ancillary should do well
@SomanadhamАй бұрын
Semi conductor sector stocks can you please analyse in the next video.
@anilpudota290Ай бұрын
Holding 7 stocks in small qtys in my portfolio.
@vikkivlogs13755 күн бұрын
Health care Fortis is good doing good
@srinivasmanoj4133Ай бұрын
Can you please make a video about ITC. Does this company company have huge growth potential
@anandkrishnaraju6479Ай бұрын
How about "KNR Constructions Ltd" and "Delhivery Ltd" for longterm perspective?
@ullaskaranthАй бұрын
Can you please advise us on semi conductor stocks. Which has long term potential to perform in the long run.
@ahababu22428 күн бұрын
moschip, kayness, cg power, tata electronics , ami organics and lot more
@sreepadamalekarАй бұрын
Titagarh railway system Anant raj Cg power Indian Overseas bank SMS pharma Kpi green energy BEL BDL For 2 years
@anoopai814127 күн бұрын
What about the textile sector in India benefiting because of unrest in Bangladesh?
@SachinStockTalk23 күн бұрын
The unrest in bangladesh has eased.
@MadhavfutreyАй бұрын
Shashank bhaiya can you share your view in rtnindia ❤ love your videos
Hello, Can you please check and suggest Astra DM in Hospital chain as this hospital is currently associate with Care hospitals.
@anilpudota290Ай бұрын
Very very expensive, it had other income that's why showing cheap
@haardikkhannaАй бұрын
What about sunpharma?
@theboss5589Ай бұрын
My pick for 2025 is campus
@HowitsPossible69Ай бұрын
vls finanance, heavily undervalued..
@shivammorankar3171Ай бұрын
I purchased tata motors @ 780... Your view?...My thought process behind this was its attractive valuation compared to other players as it had fallen about 30% in past few months...
@priyadharshan9375Ай бұрын
Natco pharma is even better bro
@shivammorankar3171Ай бұрын
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio.... So my portfolio Now looks like... 1. Tata Motors 2. Swiggy 3. Maharashtra Bank 4. Praj Industries 5. KPIT 6. Monarch Networth Management I do appreciate insights on my decision and some advice...thanks
@shivammorankar3171Ай бұрын
@priyadharshan9375 I had it in my portfolio....It is a good stock..and was defensive during the fall....Since I wanted to take advantage of the fall and buy good stocks for cheap....I cut off my Position on Natco and purchased Tata Motors and KPIT Tech... Recently I added swiggy in my portfolio.... So my portfolio Now looks like... 1. Tata Motors 2. Swiggy 3. Maharashtra Bank 4. Praj Industries 5. KPIT 6. Monarch Networth Management I do appreciate insights on my decision and some advice...thanks
@shivamsingh7389Ай бұрын
Tata Motors is facing short term inventory issue. In my opinion the market has overreacted. Tata Motors @ 780 is good.
@PunStar-gx4ujАй бұрын
790 me 33 shares😢
@siddharthmantri1164Ай бұрын
How is wabag stock
@pranjalsingh7683Ай бұрын
When will smallcase 2025 come out?
@ShashankUdupa1Ай бұрын
in 2025 :p Mostly towards the end
@anjali429023 күн бұрын
Hi can u plz suggest a good defense stock to buy
@dinabandhumudi46Ай бұрын
KRN Heat exchanger
@UNEXPECTED_077Ай бұрын
For 3 years straight, where the lumpsum of 1.5 lac should be invested???🙏🙏🙏
@yusufhaider1893Ай бұрын
Yatharth with High risk
@DaltonDataАй бұрын
Hi Shashank, Based on my Custom Screener Query : Lloyds Metals Ganesh Housing Angel One KPIT Yatharth Hospital KPI Green Energy Please review these stocks for once.
@ManasaS-m4p18 күн бұрын
@@DaltonDataif you dont mind, could you please share screener query? I think they are all good stocks
@HeroicScriptShortsАй бұрын
What about L T foods
@kakashisenpai99Ай бұрын
My pick has to be bajaj finance. Hoping for the best in that stock