Undervalued Stocks to hold till Next Diwali?

[@ShashankUdupa1]

For a comprehensive understanding of each company, please review the full report. - Samvat 2081 (Diwali Picks): www.hdfcsec.com/hsl.docs/SKY_MoneyFest_Diwali%20Pick_2024_16102024%205-202410211350555208975.pdf?fbclid=PAZXh0bgNhZW0CMTEAAaYET1pM5Ww24rsQHts38KGBeGbNDl2zouuvB3ma_fT79TQQuX_2wItmRI8_aem_f9YlNzCTuBrUcc4UL7tV8A

[@Ramesh-x4h8j]

Reliance trading price has been halved they are not aware of this too how we can believe them

[@ShashankUdupa1]

@@Ramesh-x4h8j ofcourse they are aware but when you give picks you give on cmp not future bonus price. Its understood that the ratio is calculated accordingly

[@suhasgalaxy9653]

@@ShashankUdupa1 Reliance CMP is 1338 , not in 2000's

[@ShashankUdupa1]

@suhasgalaxy9653 reliance just did the bonus bro. This video was shot before bonus

[@manavjaison]

Good work Sashank! As a 20 year old who is earning but has no clue about all this at all, I always feel like I am learning a lot from you! Hoping to start my own journey soon.

[@vijayasakthivelvs9423]

What work are you doing

[@sudhirKumar-yw5lc]

You have given a good base, from here it is our job to research And make our list. Thanks

[@lionsinescanor405]

Reliance Industries stock price isn't correctly mentioned there

[@abhishekroy8754]

Instead my picks are: Bikaji Foods Varun Beverages Kalyan Jewellers Polycab KPIT Technologies Birlasoft Bajaj Finance

[@akashrawat5694]

Bikaji Foods Varun Beverages IDFC First Bank KPIT Tech Clean Science L&T Finance

[@abhishekroy8754]

@@akashrawat5694 All the best with IDFC First Bank 😅

[@pranav__05]

Who cares about your picks

[@blazekazama3270]

​@@akashrawat5694bajaj housing finance at a price range of 90-100

[@anubhavchanana9178]

Bajaj finance has negative returns in a year

[@TejraoNikam-d5x]

I Think Northen Arc is more diversified and have more room to growth than L&T Finance. With increasing QoQ results. Main problem with North Arc is that there is no information about promoters

[@vyashitesh5970]

very good work shashank. keep it up

[@NT24077]

HDFC securities picks are well known. What about your picks?

[@dharmiksanghvi6810]

he's gonna share his picks on diwali while muhurat trading

[@devikaSikdar-q4h]

Awesome insights...keep up the good work.

[@purnasandrapati4484]

Nice pics selection and good explanation

[@GianetanSekhon]

SBI is 'always on lunch' bank of India. They may have a huge customer base but with the increase in new products being launched and consequent competitiveness of Private Sector banks, growth will be tough for PSU banks including SBI.

[@ShashankUdupa1]

So the analyst spoke about this only. That once you get an APP and its internet based, then the customer service is all digital, when its digital there is less difference between hdfc app and sbi app. But yes ofcoures wont say that its the same but the gap reduces

[@VikasSingh-ju1cq]

Try idfc , kotak or Pvt bank and app of govt Bank , you can feel difference in those also, it's disappointing because govt Bank also has good IT budget

[@pntiwari4937]

Absolutely wrong. Poori sarkar peeche hai poori gramin janta poore retired person me se half ki FD in SBI. Out of Rs 1000 Cr FD 500 Cr Sr Citizen ki FD with SBI. Market do not reward and punish as per my gut feeling and it is hard data earning data which move

[@trohitkumarsai5484]

very good work shashank. keep it up

[@ShashankUdupa1]

Thanks

[@chakrisheepfarm7838]

Thank you so much Shashank

[@indianbestcubetutorial]

shashank what do you think about l&T finance i have very good opinion and price is more attractive

[@kpbinu]

Really amazing analysis. Great work Shashank.

[@pa1.1]

Wow boi is up 13 % in 1 week great

[@cdramaglory5775]

Shashank are we having your bets on diwali also?

[@ShashankUdupa1]

Yes il show during muhurat trading

[@GianetanSekhon]

@@ShashankUdupa1 Looking forward to it. 👍🏼

[@archanajagan]

Beautiful insights. Thx shashank

[@ShashankUdupa1]

Appreciate it!

[@mr.nurav_nifty]

Please give your opinion on Jyoti resins and Jindal steel and power

[@vvenkat6829]

Except BOI, other picks are reasonable and instead of BOI, we could go into idfcfirst bank

[@vhn-02]

😢 better see the results

[@LUXESTATEX]

@@vhn-02 results aregood apart from the MFI sector provisions

[@ashishthacker9783]

What about DCB bank? Just check out

[@ToonXTech]

​@@ashishthacker9783 I'm also thinking about dcb, south india, Karnataka banks.. because they have reasonable valuations. But sadly people only runs for growing stocks and they don't care about fundamentals.. I believe it take some long period like 2-5 years to get best performance or growth in dcb or other undervalued ones.. like to the moon 🌙 😅😂 .. hope. i already bought some shares . hope

[@HimanshuGupta_0707]

Natco pharma is also one of the most attractive stock going forward

[@dhanakravi1943]

Why it is very low!! All numbers are good. Bought natco around 1430rs .. waiting for up

[@arnabghosh4731]

Natco,linchon,Caplin point....best growth compan ies...pls have patience. Another are jbchem pharma,mankind....sufficient to make rich...buy heavily at 200 dma

[@ShashankUdupa1]

Actually its valid because their main revenue comes from a grevlimid drug, which is going off patent in 2026. That was their blockbuster drug, then the revenues will dip. THey have not applied for generic ozempic as well, but the low PE is mainly because of the fact their revenue might take a hit in next 2 year

[@vyomkesar417]

@shashank hi, yes true revlimid goes down the line but which also means high sales in last quarters Sep'25 Dec'25. They also settled litigation of ozempic semaglutide which will give them major sales in later year. Even if they do not boost their revenue so much the PE has to adjust itself closer to industry pe of 38 !! What's your views.

[@BiswajitMohanty-bp4ok]

A great session. Got some new insights.

[@dencilphanender8712]

Analysis regarding NALCO is really good. It gives a new perspective to see a company progress

[@ShashankUdupa1]

Thank you! yes its always good for us to hear from experts, we get a new view of everything, Learning at its finest

[@007deepful]

Nice shiny skin bro... 😮 Nice Recovery...

[@AmanTomar2494]

Are the "Highs of top ten" compared with "Highs of the index" ? Or it's CAGR for index and Highs for top 10

[@MrAkhilisgood]

Nalco is picked by multiple brokers as a diwali stock

[@chwinner5535]

@Shashank I think it would be nice to add the percentage of of gain along with the absolute rates.

[@ourvizagcity]

Hey.. Can we hold irfc and nhpc for longterm shashank?

[@Fauji-x9t]

Sir can we buy kpit at current level for 5 years

[@RamakrishnaPulipati-m4m]

Super good stocks selection ,thanks for sharing information thanks alot

[@ikbenghosh8607]

Why no sl is mentioned? Incase any of the menioned stocks underperform where to cut the loss?

[@ShashankUdupa1]

I think that risk is relative, everyones risk is different. Some people cut at 10% loss some at 20%.

[@ikbenghosh8607]

@@ShashankUdupa1 Thanks for the insight!🙏❤️

[@KaapiExpress]

Are these stocks for one year ? or can we hold longer?

[@aksman8563]

Hold can be decided next diwali

[@MegaAwesomeguys]

Hold for the target they mention

[@riteshkutwal9294]

What are your views on Trent and Praj ???

[@pavangorityala3824]

thanks shashank bro.

[@sanjay1208]

speaking of finance companies how will mannappuram perform

[@sampathkumarthattai8808]

What about losses due to HYDRA demolition in Hyderabad, housing finance suffers?

[@PriyanshuBhagatDII]

hmmm they did not consider HDFC bank

[@akashck2987]

Sir what's your view fiberweb india stock

[@gauravshenoy6085]

L&T finance LTP is 140. When was this video recorded?

[@karanchandra8684]

I am stuck in Tarsons Stock, from business wise I know that this is good stock, but due to average result this is falling again and again, what should I do in this situation sir?

[@ashutosht10]

Downward average

[@recap60]

how is he able to analyse stocks like this, I mean how did Devarsh Vakil learn how to do it or even get into these conclusion.

[@dhruvalprajapati5191]

Best stock to invest under 200 for long term

[@loganayagan]

Why most of the stocks has no holdings from analyst

[@You_are_what_u_love_13.]

Correct me if i am wrong….isnt the reliance industry listed at 1350s or smtg in the market rn??? Are they not talking abt reliance industry!?

[@ShashankUdupa1]

When we did this video reliance did not complete their bonus. So it was at 3000 levels. 2 days ago bonus adjustment happened. So what you see today is the bonus adjusted rate

[@Kuttypisaasu]

Awesome knowledge session❤ thank u

[@ShashankUdupa1]

Thanks!

[@dnyandeovarpe5604]

Excellent everything Sirji

[@makunahatata8700]

Anyway these are good stocks and if you buy know at this market condition you will get some returns, but i am just gonna sit and hold what i have, investing when market is up and when market is down both are traps, never over invest then you feel stress

[@ShashankUdupa1]

That is a good thought process, Wait and watch sometimes is the best approach. Let the market show direction then invest

[@shayakghosal7456]

Shashank, like NALCO does the same argument hold for SAIL as well?

[@chiragganurkar2852]

Recently I Invested In Poonawalla Fincorp before a Q2 Reult Company Is Trying to Expand therefore Companies Debt/equity went from 1.5 to 2.5+ Then What should i do Sir

[@pratiza339]

BFSI Dodega After 1-2 Quarters For 3-4 Years..😊

[@GianetanSekhon]

Arjun Tendulkar of stocks shall take time to get into form.

[@ghoshrajendra]

Correct me if I'm wrong RELIANCE is trading at 28 P/E similar to 2007-2008 Now if u see the price, it was around 600-700 in 2007-2008 and it took near about 10 years to reach that level. So is it correct to buy reliance at 28-30 P/E. I think reliance should be bought at 10-12 P/E.

[@realatulyadav]

during those times ,it was concentrated in just one major sector,but now reliance is doing multiple sectors and that too successfully.

[@ansh5944]

There are lot of oppurtunities within Reliance now. Reliance retail and jio are still part of reliance. There can be value unlocking on demergers. 28-30 PE for just oil business is surely overvalued but not for fast growth sectors like telecom and retail. So consider that aspect as well while valuing it.

[@ghoshrajendra]

Yes demergers can rerate the P/E

[@MrAkhilisgood]

They are also investing on data centers

[@ghoshrajendra]

From sep23 to sep24. Out of 100 --- 53%-55% is O2C business which is cyclical, 25%-26% is retail which has not grown, Near about 13%-14% is digital which has grown about 17%. So don't just consider fancy segments, see the results and the persentage of its share. Don't speculate blindly. Share price is nothing but reflection of earnings.

[@ab20037]

Can we hold these stocks for Long term like 3-5 years or it is just for short term 1 year target??

[@ShashankUdupa1]

The research they gave today was only for 1 year next diwali. Also please do your own research before investing

[@ab20037]

@@ShashankUdupa1 OK Thank you for the information 👍

[@harshavardhanreddy3466]

@ShashankUdupa1 whats your view on Idfc first bank , can we consider same analogy as of Bank of india , if recovery comes from NPA.

[@chinmaymarathe5]

so hdfc analyst will tell to buy these stocks, hdfc already holds these stock, retailers enter, stocks are then dumped on them, hdfc celebrates diwali, not us 😂

[@ShashankUdupa1]

@@chinmaymarathe5 you do know right hdfc doesnt hold stocks directly. Its only via mutual funds. And they don't dump stocks by putting out a report like this. When hdfc sells stocks they do it via Block deals because the qty and amount is in 400-500cr which happens in pre open session. Also if you think hdfc can take effort find good stocks give good returns and then sell and sebi won't do anything then I think something wrong in thinking and logic.

[@siddhantsinha8247]

Ya and they will not be selling the stocks tomorrow, if they are selling you wait buy at the dip

[@ppb234]

Man these stocks are already at the bottom... Dumping is generally done in those stocks which are way too overbought. If we buy these stocks, and HDFC also buys them, we have a higher probability of winning as HDFC is a Domestic Institutional Investor (DII)

[@ashishthacker9783]

You should do your own research & analysis also before blaming HDFC analyst guys🤷

[@cgvenkat]

negative thought

[@ram-hu6mm]

In your opinion? Which stock is too good,? Endurance or sansera

[@sandipkaggarwal]

Performance calculation on higher price but it is wrong method. Performance should be measured on specific date

[@goparajujayasivaramarao9187]

Nice video sir

[@prabhavicreations4779]

Reliance is trading way Below the buy range

[@ShashankUdupa1]

Not way below, slightly below. Reliance just did a bonus issue, so divide the buying range and target also by 50%

[@priyanshagarwal649]

Thanks Shashank, it helps us alot to gain knowledge how big players choose their allocation

[@ShashankUdupa1]

Amazing that is the goal

[@aestheticwhiz7612]

bought jyothy labs now in 26% down :(

[@siddharthshanbhag2692]

Why not jio finance ?

[@sudhakarsawant1984]

Jio finance needs more year like 3 year

[@ShashankUdupa1]

So almost all picks had Low PE and good entry points, I think JIO fin is a bit to high even for DIIs

[@Hello.Hindustan]

Risk Hai to Ishq Hai, I'm buying diwali pick Trucap Finance chota hai bada dhamaka hoga

[@shalinpatel8151]

I would avoid such company revenue grew by 40 cr yoy and debt increased by 240 cr Their business vertical is straight up trash profit down in muds Save your money elsewhere

[@Hello.Hindustan]

@shalinpatel8151 har badi company pahle chhoti thi

[@tapk1995]

Every one says India a vibrant economy. So is Malaysia, Vietnam, Mexico, Brazil, South Africa as these nations are under starved in terms of per capita . Amongst this India most vibrant because of large consumers and young age. Other than this no other reason why I should accept Indian economy vibrant. Nifty 2024 grew by 17_18% YTD

[@HariomKuntal-gf4qo]

What about suzlon

[@guneetharrar1526]

Yes all stocks are safer stocks

[@avinashreddy1362]

I wanted to buy tata power and KPIT? is it overvalued , what do u say?

[@bibhamishrapandey]

I want to know tatapower

[@ravindranvelrajan4693]

Nice presentation

[@vinayr2951]

Trent , m&m ?

[@bharathbhushan6807]

What is the point of talking the return on high since last year, but we should talk about absolute return as of today. Dint impress me and smart ways to make viewer fool.

[@Darshann01]

Why don't you take weighted average of the time it took to hit the target vs the nifty performance in that period, the results aren't bad. Stop criticising for basic marketing. Anyone would flaunt their highest, they have given target achieve date for a purpose

[@ShashankUdupa1]

@@Darshann01 Agreed

[@avid_learner_]

Can you please make video on idfc first bank for long term?​@@ShashankUdupa1

[@MrChandanc9]

@@Darshann01marketing is ok but can’t expect hard work to be done by viewer .. should give actual return as of today also along with the marketing

[@Logesh_A]

why not Tata Motors as it is trading at just around 7.5 P/E currently?

[@ShashankUdupa1]

Technically its not at 7.5PE, they got some exceptional income recently which shows their profit higher but operationally its not at 7.5PE

[@anushreesethiya491]

Please analyse Credit access grameen ..

[@deepankarpant4048]

+1

[@aparajeysingh7887]

The asset quality has massively deteriorated which has affected PAT.

[@ShashankUdupa1]

forum.valuepickr.com/t/creditaccess-grameen-traditional-mfi-model-efficiently-operating-at-scale/30007/51 Read this

[@deepankarpant4048]

@@ShashankUdupa1 Thanks a bunch dude...appreciate the gesture of taking the time to respond ❤

[@manaspatnaik2862]

Thanks

[@tanmay8759]

@2:40 equitas was disaster, he should have pointed out

[@lalrosiamahauzelvcp7748]

I Rather Choose your pick than the Old Man.... But lets remember its all probability!

[@srirammahadevan3707]

Very nice👍

[@suryanshraghuvanshi6439]

Instead of BOI it should be BOB

[@pathareprash]

Thank you

[@akhaleefa]

Thanks for your efforts. Please use your time very effectively to save time of yours and of your viewers by recommending very high quality stocks for long term investment. You will this way will help millions of retail investors. India can become rich and prosperous when 140 crore people take interest in its economy and aim to make it a most developed nation. Look how Dubai and Singapore, South Korea, Japan, Germany and China have done extremely well in the past. Now it is our turn so all of us have to think big and make India no.1. Unity, peace, progress, prosperity will come to every Indian when govts implement the best policies and slogans like Sabka Saath Sabka Vikas and world is a family. These are in fact great concepts which will make our country stand out in spreading unity, peace among people and nations. World is a family is what UNO should work hardest for. Regards.

[@VivekMehndi]

I think reliance is fairly valued as of now and safest bet ❤

[@ShashankUdupa1]

Yes agreed, Plus we can see him investing in growth like crazy

[@vamsivamsi853]

​@@ShashankUdupa1Hi , if satellite internet comes in India from Elon Musk company, profitability of reliance jio Airtel will come down ?? Please share ur view on this ??

[@vamsivamsi853]

@@ShashankUdupa1 sir my question is if we buy ril shared becoz of present fair valuation, if satellite internet comes in India by Tesla, then it will be a threat to jio business aswell as for ril ??

[@glue4life16]

Koi kuch bhi bolege…if it works then 10 videos will come or else no video on the topic.

[@ayanbansal7081]

The view on speciality chemical sector was quite insightful.

[@ShashankUdupa1]

Thank you Ayan!

[@rakeshm1535]

@@ShashankUdupa1 Hi shashank my this diwali pick from chemical sector is Epigral limited which was raised 333 crores in QIP at 2093 rupees per share and is currently trading at 1905 due to volatile market and i am expecting next 3 quarters are with solid numbers compared to YOY and expecting 3000+ price by this FY 2025 end. please do check and analysis if possible.

[@Vinay_Kotha]

I have invested in Motilal index, quant small cap and nippon as well. All these 3 are falling down since a week, shall i buy more dips here or remove funds ?

[@gulshanchoudhary1337]

Vinay bhai ye mutual fund kisi brokerage app se milte hsi kya but vha growth ka option hai … direct ka nhi…pls clarify which website Or app to useful for this

[@atulgupta9202]

Thanks🎉

[@karan6306]

Mark my suggestions 1) Reliance 2) Gravita 3) Sai Silk 4) Akums Smash the Like if you agreed🎉😊

[@shivask5543]

👌!! Thanks!!👍

[@BharatLalwani-k8l]

Very good analysis and very logical

[@dnyandeovarpe5604]

Wonderful

[@vishalraghuwanshi9407]

Bajaj Finance

[@shivamk898]

Bro please make one video about crypto , should we invest now since trump has won the election and he is big crypto supporter

[@vikramchauhan1831]

Shashank I need to meet you once.....Is it possible?

[@ShashankUdupa1]

Idk bro which city are you from

[@YogaWithSangeeta]

My pick rec,hyndayi motar,waaree renubal, NTPC

[@Ansh.999]

I can put 2 lakh with approx 10% in each stock every stock is good is it good Shashank for my father

[@Rashid-rizwan]

Your stocks are ????

[@Ansh.999]

@@Rashid-rizwan tata motors nalco tata power titagarh ireda ntpc and some more

[@Rashid-rizwan]

@@Ansh.999 Kalyan jewellers

[@NehaSharma-cw1oq]

BHAI IDFC KPIT, BIRLA SOFT,CHOLA, FEDERAL BANK,MAX HEALTHCARE

[@Rohan-cw3wp]

BUY THE DIPS NIFTY ❤

[@raviravikumar2581]

Tq

[@chetangk1370]

This is most underrated Channel. Guys i think we have to support Shashank, so that we get benefited back from him. Great work Shashank...👍🏻 Please keep doing such standard stuff.

[@finman_financemantra1356]

I was expecting jio finance to be added here

[@ShashankUdupa1]

So almost all picks had Low PE and good entry points, I think JIO fin is a bit to high even for DIIs

[@mayopan123]

From comments i can comfortably say that most of the people disagree with the stock picks. Hmm intresting

[@HarishKumar-zo5ew]

KPIT

[@shyamsingh6452]

Bro all bad picks

[@sreenathcivil]

😢😢😢🎉🎉🎉

[@RahulTiwari-tt2dc]

It was really shocking hearing shasgank calling the older guest by his name.......... This is a new culture by Gen G that was never in line with our culture.........Gen Z is learning this from west. Bad show

[@ashutosht10]

That's how it is in the corporate world.

[@ShashankUdupa1]

Sorry man but Devarsh is a good friend and he also insisted i dont call him Sir and call him by his name. Have to respect that. Also I really respect him for his knowledge and that is seen in the video

[@RahulTiwari-tt2dc]

@@ashutosht10 World is world............. You may further divide it n corporate, Games, Education, pharma, military, banking........etc....... It doesn't mean at all. Respect for elders remains same in all worlds.......

[@RahulTiwari-tt2dc]

@@ShashankUdupa1 It's great you attended it. Friendship is your personal relation with him, however, here you are presenting a conversation on social platform, and that's why it's important to show respect not only for his knowledge but for his age too. Respect for elders is our culture.......... A regular viewer's care for you.

[@sathyanarayanani5391]

Don't worry bro you nailed it​@@ShashankUdupa1the show was good. In corporate we all call everyone with their name it doesn't mean there is no respect. Your respect for his knowledge and his experience is clearly visible.