Top stocks from Indian Electronics Sector | Indian EMS Sector

[@hanumansai0123]

1. Dixon, 2. Amber, 3.kaynes, 4.Avalon , 5.Syema SGS, 6. Cyient DLM , 7. Centum

[@durgaprasad-bu6gk]

Thank you

[@hanumansai0123]

@@shivim3929 he said about these only

[@kamals6624]

Thank you sir😢😢

[@manojp8328]

1) Dixon 2) Amber 3) Kaynes Technologies 4) Avalon 5) Syrma SGS 6)Cyient DLM Thank me.later ❤

[@ZaikaBiharka29]

Dixon king 👑 h baki sab to risky kyu ek hi sector me h

[@CosmicKey-dj3gx]

He missed another great company

[@naveenkumarkatragadda815]

Thank you Manoj

[@naveenkumarkatragadda815]

@@CosmicKey-dj3gx what is it my friend

[@gadharir3832]

Very Nice

[@SahilBhadviya]

Complete course on money management: www.sahilbhadviya.in/ Additional 10% off : Code: GP10 (Limited period offer)

[@tirthapratimpurkait8961]

I’m a doctor by profession but I regard you as one of my Guru in investment journey. May your tribe grow ❤

[@SahilBhadviya]

Thanks a lot 🙏🏼

[@madhusudhank4033]

Investment doctor ji Mubarak ho

[@kunalnichani1]

Thank you so much Sahil for this in depth analysis. This is extremely helpful in making good decisions for our investments. I am glad to see that 4 out of 6 companies you mentioned are also in my portfolio :) I will explore the remaining 2 (may be all 4) and see if I need to reallocate. I currently have around 70 stocks in my portfolio, which is a very high number. But since I consider Largecap, Midcap, Smallcap and Microcap as separate categories, so its around 10-20 stocks each depending on the category (though allocation is highest for largecap). I believe having more stocks in midcap and smallcap category reduces the risk, and increases the chances of finding multibaggers, though I would like to know what is a good number of stocks to have in the portfolio. I have also divided my allocations by sector. I would really appreciate if we can have a video on sector wise allocation for a long term investor. I have highest allocation (20%) to NBFCs/Banks, followeed by another 20% for FMCG/Retail, 15% Infra, 15% Green Energy and EVs, 15% IT, Electronics and telecom, and the rest is divided among Pharma, Chemicals, Hospitality and Misc. I would really appreciate a video covering the Portfolio management aspects like right number of stocks, sector allocation, reshuffling duration and rebalancing. There are wayy too many good stocks out there, and leaving them out of the folio and see them multiply becomes really painful :) Though my folio is beating Nifty so far, but I am sure I could do much better. Its just been few years since I started my investment journey, and I am trying to keep improving with each year. Glad to have come across your channel. All the Best :)

[@venkataramanaattada1079]

Use ful information, thank you very much 🎉🎉

[@siddharthahaldar985]

Your effort to make us understand every small little thing of analysis needs an applaud... Thank You Sahil for such a nice effort.. God bless you. :)

[@r1ckmav]

Dear Sahil, On this auspicious occasion of Guru Purnima, I express my deepest gratitude to you for all the guidance and education on stock market. Wishing you a very Happy Guru Purnima!

[@jaiassociates590]

One common thing among these stocks is High PE , which means already it is factored.those who already bought can hold, but what about fresh buy?

[@kalyandas5010]

Potential stock। But I am also with your views that is it prudent to purchase at this moment। My observation is to be kept in your book, but should but if there is a good corrections।

[@AnandPareek-bt1jp]

High pe😂😂😂

[@manojswaminathan1981]

Excellent video, Sahil! PG Electroplast is another undervalued company in this space. We have VOEPL (Virtuosa Opto Elec) in the SME category, which seems promising.

[@indianstockstories8163]

Sahil you haven’t covered PG Electroplast ltd. It is an ems manufacturer with OEM & ODM capabilities

[@kailashchandragupta1351]

You deserve a big thank you, Sahil for your analysis of ems companies.

[@rajendrasahu5242]

You are my Guru in financial world …. Thank you so much for your guidance

[@rameshbabu6234]

Happy Guru Purnima. I learnt a lot from you. God Bless

[@Gujjustockify]

Sahil is having high exposure in amber enterprises

[@x_man007]

How do u know?

[@Gujjustockify]

@@x_man007 I’m premium customer

[@MahendraPatil-fr4sp]

Dooba degi

[@MahendraPatil-fr4sp]

I am having working experience in amber enterprises

[@payal19067]

​@@Gujjustockifypremium user as in wht is the difference

[@chetanraysam2153]

Dear Sahil, Thanks for the detailed analysis video. It's really exceptional content and very useful video.

[@TradingJourney777]

Bro., I had seen 1st part but forgotten, I am waiting for part-2(Indian Electronics Sector). My suggession is release both parts at once. Good learing videos from your channel, But If possible make videos on OI(Price,Volume&open Interest), It helps a short term(15days to 1month) profit of 5to10% .Thanking Brother. All the best

[@luckyboysys3772]

Happy Guru Purnima Shahil, you are also a good Guru serving for this society to educate us in finance.

[@navneetverma9583]

I think company like EMS companies which manufacture sensitive equipment in Aerospace Defence clean Energy and ADAS are going to benefit more

[@senthilkumar7287]

Extremely happy to hear your analysis... very useful contrnt Mr Honest, THANK YOU.

[@debahasbhowmik2490]

Thank you very much Sahil. Looking forward to know your view on PG electroplast

[@dr.maheshpareek3464]

Happy Gurupurnima Sahil ....excellent n detailed analysis of EMS sector by you .Thnx❤

[@bharathkunder1518]

Bharat FIH IPO also worth considering! just a thought. Its a Foxconn Subsidiary. Manufacture of xiaomi and other products.

[@chandrasekhararaju3705]

Optiemus Infracom is missing from your analysis, may I know your views on this company

[@DamodarBadhwar]

Hi Sahil, very useful video. Could you tell us what negative cash from operation means?

[@mem1001953]

This channel is more professional than other marwari channel which talks about everything except stocks.

[@Milind323]

Excellent explanation as usual. You are great brother. I request you take technical anylasis session so that we are able to find the best share to invest for long term 🙏💐

[@UpenderKothiyal-h5g]

Hi Sahil ,great going,keep the good work

[@jmmendes4463]

Can you please advice me whether to buy or sell Olectra Green tech and JBM Auto.

[@muraliaiyer7762]

Sahil, I found this video very useful due to in-depth analysis of financial and business. Thank you for enlightening the viewers. Can I know if you would consider Optiemus infracom in this space considering the subsidiary that's operating in EMS

[@nimmalapudivamsi7431]

i think dixon ,kayens ,cyient dlm have bright future

[@razianwar9390]

I like your comparison of the stocks it helps to differentiate

[@Everything028]

Discussed companies 1. Dixon technology 2. Amber enterprise 3. Kaynes technology 4. Avalon technology 5. Syrma SGS 6. Cyient DLM

[@shivasudhith4562]

Thank you Brother for all your Efforts ., Very knowledgeable content ..

[@baluvardhineedi9266]

Thank you sahil. Very nice. Please make a vedio on defence sector

[@dhamodharanmanickam1373]

Amazing detailed information Sahil 👏👏👏👏. I am waiting for Dixon correction and have only less quantity in my portfolio.

[@msuvedangan3018]

Thank-you Sahil for your Excellent video, detailed information of it small investors like me it is very helpful

[@meenakshiprusty5892]

Both the episodes are super analysis of the sector and really useful to make a informed decision to choose 👌😊👍

[@prasannavenkatesan2375]

Very good information.. Guruji Thanks 🙏

[@ramaiahg3495]

Dear sir, Excellent analysis. Many Many thanks for your sincere hard work. It is more informative and helpful.

[@rajeshshanmugam7679]

Excellent effort put in ❤

[@ComputerTricksSecurity]

finally found perfect details.

[@pal5395]

Gurus blessing is sought on this auspicious day. Thanks for your support.

[@kannadanewwhatsappstatus6288]

Thank you for your valuable information sir 🙏

[@guruji_550]

Sir I am 17 and you are my guru. Happy guru purnima sir

[@adinarayana5773]

Beautifully analysis..thanks bro..

[@Irfan1937K]

Thanks Sahil for the wonderful video about EMS Sector. As a retail investor i found your videos very informative. Please keep contributing to retail investors. Thanks once again

[@kannadanewwhatsappstatus6288]

Please make a video about Railway sector...

[@purnasandrapati4484]

Nice research work and good explanation ❤

[@tonyfernandes7312]

Great insights Sahil, many thanks

[@22aswinkumar]

Friends pls tell Which are best stock to buy for long term wealth Creation for my childrens..... I lnow very little level of English only so that asking which are best to invest on sip method.....

[@samirparekh6984]

You are great analyzer and advisor in various sectors and industries. Like to hear you.

[@ஆயிழை]

Thank you for the derailed analysis. Much appreciated bro

[@thirupalc]

Happy Gurupurnima to sahil sir 🙏

[@kaustubh_hajare]

Thank you for the detailed review!!

[@Forevery1isforall]

Sir Is Elin Electronic Good Fundamentals and future Or Not ?

[@AlokSingh-if1uh]

Your vedio is extremely impressive with true fundamental. I waite every your vedio.

[@dineshrote5860]

Happy Guru Pornima Sir, Best guidence from u always.

[@ashokanb1870]

Nice Analysis. Thankyou

[@RD-vu1dz]

God bless you sahil sir.

[@ankitagrawal402]

Hey Sahil, have been following you for a long time and really liked this comparative analysis of the different stocks using Excel. It would be really great if you could share the same as it will help us keep track of the same as the financials evolve over time.

[@speedgateways384]

I have one of these stock in my portfolio and glad that you also suggest them

[@vijaykiran6638]

Great content sahil bro, you are phenomenal.

[@GoutamDas-fx4zl]

Happy Guru Purnima Sir

[@castertroy8850]

Happy Guri Purnima Sahil Ji.

[@Maybajpa]

Just an observation - PE calculations are wrong (Even Big Analysts do not observe these, so it's not your mistake). Please take it as feedback. :) Amber Enterprises' PE ratio is not 48, it is 67. MCap = 7500 FY23 PAT = 164 Net PAT = PAT-Other Income = 164-53 =111 PE = MCap/NetPAT = 7500/111 = 67 (Expensive at the current level) Kaynes Technology - PE of 111 (Expensive at the current level) Avalon Technologies Ltd - (Expensive at the current level) Syrma SGS Technology Ltd (Expensive at the current level) Cyient DLM Ltd- PE 122 (Expensive at the current level) Retail investors need to do an in-depth fundamental analysis before investing. Please do not stuck at the high valuation. Let these show the earning and PE will come down.

[@SahilBhadviya]

Any reason for excluding other income?

[@Maybajpa]

@@SahilBhadviya other Income is not from main business, it could be from other investing activities like keeping the money in FD, money market fund, to sum it up, it is not from the main business. Thus it is shown as other Income. Let me know if you have any questions.

[@Maybajpa]

@@SahilBhadviya I can teach you many things based on my experience in the wall street, and being CFA. :)

[@kaustubh8165]

@@Maybajpa do you have any undervalued stocks in radar for buying?

[@Forevery1isforall]

​​​@@MaybajpaIf You Know All The Things So Why You Came Here To Watch You Should Have To Start KZbin Channel Don't Mind It's Just A Feedback😂

[@raghushriguru]

Nice, understand EMS industry. 👍

[@kishormalaviya7935]

Thanks for sharing priceless knowledge

[@shaileshpatel8398]

Sir, may I request you for analysis video for Avalon?

[@jaikimulchandani5585]

Hello Sir, Can you pls make detailed video on disruptive sectors.

[@ankursinghal2696]

Thanku sir it was excellent information

[@MukeshJain-uw3hm]

Happy guru purnima Sahil sir

[@keepGoing612]

Sir please explain what will the impact of govt recently reduced GST on electronic items?

[@seshus3899]

Happy Guru Purnima Sir.

[@deepakbkalra1792]

Nice analysis sahil It will help many to decide and pick better stock s

[@jigarmutualpr7714]

Great analysis! I really appreciated your in-depth research and clear presentation. The way you explained the market trends and analyzed the company's financials was insightful. If possible, kindly provide fundamental analysis of paper industry ( stock JK Paper ltd)

[@diamondsrforever-musicalbo5013]

sir r u having holding in any of these companies .. if so can u give us details ... thnx in advance

[@ksharma161]

same to you sir 🎉you are doing great work 🙏👍

[@raju1950]

Dixon Amber Kaynes tech Avalon tech Syrma sgs Cyient Centrum. Elin

[@KK0369]

I told you before invest in IDFC LTD better than IDFCFIRST BANK

[@shareenprasathelangovan9580]

you are great! understand amount hardwork and time invested in this research!!

[@susantamondal2791]

Hat's off sir. U r too good. sir kindly make a video on Senco Gold ipo.

[@gopalpaine6530]

I am greatful to you for such an important vedio.

[@SHEKHER345]

Video

[@missiontopray]

Thankyou for this fast paced data driven video. It looks like EMS as a sector will continue to grow at this staggering pace and end with 50 to 110 PEs. Will they be able to continue to maintain this growth? As the base and competition increases will not growth also be impacted? Will EMS continue at this levels of PE, if yes for how long?

[@ZaikaBiharka29]

High pe iska mtlb aage bhi growth h low pe ka matlab hota h ki growth kam h company ka hdfc bank 100 ke pe pe chalta tha 90's me 😅

[@PrakashThube-v1m]

Great Analysis.

[@PK-Nalanda]

Very Happy Guru poornima sir🎉❤

[@ramasamynatarajan6169]

Hats off to your greatest effort.

[@madhavthakare196]

Great analysis sir. Expect same guidance regarding this sector in future also. ❤ U.

[@pavanampolu5205]

Hi Sahil, please share your opinion on Gujarat fluorochemicals

[@subh-ce4eq]

Happy Guru purnima .

[@thejeshk3944]

Can u please make a vedio comparing these stocks

[@thejeshk3944]

More of indepth analysis

[@srinivasyadav3790]

Happy Guru poornami to u as u r educating so many

[@srinivasyadav3790]

Sir

[@jeetsharma106]

Hats off for your deep core analysis❤

[@sauravsingh9338]

Happy guru purnima brother

[@govindagrawal5500]

Pls make video on gold finance co and future potential all co.

[@narendrakumar3342]

All the stocks as you deliberated in this video , ofcourse are very good but presently are overvalued

[@yashjain1550]

WONDERFUL explanation bro💯❤

[@kesava90]

Please make video on Under Valued stocks that are trading now having potential for Long Term, Start new series of Under Valued stocks every month

[@karickpaul1934]

Sir which is your own choice among this 6?

[@indiancitizen8297]

Hello sir.....Thank you 🙏 very much

[@nazeemummer1]

Simple and detailed