Venus Pipes, PVR-Inox, Karur Vysya Bank, Devyani-Speciality Restaurants

Venus Pipes, PVR-Inox, Karur Vysya Bank, Devyani-Speciality Restaurants

[@jigneshkumardevani3727]

Nice analysis

[@lijukh]

Thank you.

[@PankajGupta-lg7xn]

Rajarshi ji, u r doing superb analysis. Thanks for all. Can u pls compare between Venus pipes and HariOm pipes ... which one is better. Thanks in advance 😊

[@anuragshukla9214]

Result of PVR Inox is actually good considering no major hit movie in this quarter. Plenty high profile movies are lined up after election plus they are launching 120 new screens. They have also tied up with Devyani International to sell KFC/Pizza Hut fast food to cinema goers.

[@Friendof_retailinvestors]

Rightly said

[@pankajkori5818]

❤❤

[@Ram_kalayan1234]

Sir ksolves it company par video banayiye plese

[@omkarpatil310]

Mutual fund increase stake in devyani international 5% in March quarter. What is your view on this.

[@RAJARSHISHOME]

I do not care who is doing what

[@mrsaurabhkumar3771]

Clearity ka wait karoge to clarity ke baho dene honge , Inflation to yesa to nahi ki High rahega, rate cuts honge Income badega , ovious hai ki Growth aaegi , ek Time pe Auto and Auto Ancillary ko bhi Bekar bolte the , its all about market cycle, yese socho na Dabur and Nestle jaesa business bhi 9-10% topline 15% bottom line growth kea hai 10 years me jo market ko Us me pe bhi saturate kar lea tha , QSR me SSSG 10-11 % se gyada nahi kar sakta aur store expansion scope hai 10 years me store double bhi karte hai 7% ka growth hai jo Overall (11+7)% ka growth aur Oprating leverage milega to 20% EPS growth aur Niche buy karte ho to . Bat rahi compitition ki wo kaha nahi hai bhi ,aur agar ye sochte ho Street vendor and cloud kitchen restaurant growth me rukawat karenge yesa kabhi nahi hoga keuki Brand as a moat consider kea jata hai

[@mrsaurabhkumar3771]

I respect shome Unka comfort Management guidence and pace of growth chage kar ke aata hai its okk , Warren Buffett aur Peter Lynch and Bil Achman ka investing style shame nahi hai . More of the story tum wahi karo tumhe Samgh aata hai

[@TradeWithRavi123]

😂😂 ​@@RAJARSHISHOME

[@Friendof_retailinvestors]

5% is liye badaaa….kyuki yum ne becha…. But nonetheless good company.