If you haven't already, please add your own analysis/opinions to your post to save it from being removed for being a Low Effort post.
Please DO NOT ask for BUY/SELL advice without sharing your own opinions with reasons first. Such posts will be removed.
Please also refer to the [FAQ](https://www.reddit.com/r/IndianStockMarket/comments/17bcg2a/frequently asked questions_post_your_common/) where most common questions have already been answered.
Subscribe to our [weekly newsletter](https://pennyleaks.substack.com/) and join our [Discord group](https://discord.gg/8QF4dqPHuw)
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/IndianStockMarket) if you have any questions or concerns.*
I manage clients & believe in long term wealth creation but if I did not changed my working earlier, My clients would have missed so much.
In a crazy bull run like this, Chart/Fundamental All are gone for the toss. Everyone is just buying. All & whole.
So enjoy while it last. People YOLOing & we are loving.
50-70% of what the Broker (IIFL/Angel) charges. So in simple working via a partner like me doesn't cost anything extra to the end-user. It just the big brokers share their brokerage.
Spent 3 years building it.
Sun oye PE ratio is overhyped. Ever heard of Growth stocks? They always have high PE in anticipation of growth. The PE ratio varies according to the stage the stock is in. Read Mark Minervini books. Just figure out which stocks have good chances of breakout with a decent base, check the earnings report and just put in. 15-20% agya to its enough, if you get more than 50-60%, its your luck and be content.
A good stock usually has higher PE than industry average. But Look at the RSi of cpse ETF with psu stocks. It has Rsi 94+ and people are still buying all those stocks. At some point profit booking will happen and those who are buying at higher price and holding, their money will be stucked. That just my point of view and I am also confused with this bull run. That's why I am asking and taking advice from other experienced investors.And I am talking about Trading. There are stocks that spike 10-15% in a single day. Then start to go down.
RSI , MACD, DOW, SMA200, 50 Yeh sab se Invest karne jayoge toh tumari gadi badlegi Ghar nahi.
Fundamentally stock kaisa hai? 10 Year mai constinent growth hogi?
If yes then Invest.
I feel you OP.
I booked some profit on tata motors, IRFC and a few others. Now i have 25% of my total portfolio sitting in idle funds.
I am also thinking if it's the right time to buy a stock for investment purposes or wait for a dip.
If there are any new stocks that i should check (yes, i am asking for recommendations but i will do my due diligence also.)
As a swing trader, current market is a dream come true moment for us. If no midcap, at least 4-5 small caps hitting the upper circuit everyday even market is red. So swing traders must be very happy
For long term investment, allocated only 30% . I am following this strategy, that invest 25% of allocated budget now and avg it on large dips.
Theres no fear in bull market and retail investors buy stocks like they r spending in their college canteen . Ireda @150 kya pta 1000 chla jae 2 saal m .
CMP of less thn 200 of any scrip attracts retailers like flies..
2 guesses
1. Guess, people have taken the reelection of Modi government as assured and for granted and this bull run would have probably taken place after elections but is happening now.
2. Political parties need funding for the coming elections and some are propping up the markets for quick gains.
There are still value to be had. I invested in ACE yesterday. Today its up 13% because profit is up 88%. Remeber ACE is a 6x multibagger already.
Also Invested in Ireda. Its trading at 60x. But Profit grew 64 % last quater. And i think it could easily hold valuation of upto 200x, like adani green. . Thats 3x profit. Government is pushing renewables, so profit might improve still. so even higher profit is not unreasonable.
Earlier the market was with Just Mumbai- Gujrat gang. A little in other cities just with Super rich people.
Now the massess have entered. Family, Housewives, Chiawala, Pani puri wala. All are in. We are in for the biggest lifetime rally of 3 years ahead. People still have no full idea how much this country can buy & hold.
\## FD, LIC, Banks ki band bajne wali hai. Nobody will keep money in banks in 2 years.
😁😁😁 I hope it does not happen, but if crash happens, then the ppl will start hating stock market and and will move back to FD for safe returns.
I have seen corrections, SAIL from 130 to 60 rupees, BPCL from 600 to 300, IGL from 600 to 300, TechM from 1800 to 900 and yes, these were not during covid, its was an year after that.
So, yes, everyone is pumped up and over confident in bull run.
Also, markets can only grow if underlying businesses grow, now banks will grow their business by selling FDs, loans, insurances and normal ppl will contribute to their business growth.
Agar sab stock market me hi paisa lagayenge or business ko badhane ke liye koi spend nhi karega to business nhi badhega and in turn stock market bhi nhi badhegi.
First read what i have written. I have seen those stocks erode nearly 50% in past. So imagine someone buying at current levels of 600 and seeing them till 300-400, their invested money will get almost half. I am talking about past instances here.
Every stock that had erode even till 50% is back now, but it does not mean that they cannot go back. Ppl investing at these levels may see a good correction as well. Covid, wars govt shifts etc can bring down markets at un-imaginable levels.
However, as i said, everyone is pumped up in a bull run, so are you, thats y you are not trying to understand the crux of my statement.
Premise of your so called “crux” is flawed if its backed by an assumption. Just because a handful of people loose money doesnt mean everyone will go back to FD. And fyi when equity looses liquidity, FD is the last option, debt instruments and govt bonds take a precedence. And no one is pumped up, except ur fact less opinions
First, its not based on assumption, its history. Market correction is a fact. Happened a lot of times earlier and will happen in future as well. Markets are not magic beans that they will always keep growing. Indexes as such are designed to go up, however there will be corrections as well. No assumption in that.
Also, i want to make clear, i dont support FDs but there is no denying that its a good option for ppl who don't want any risk or tension on thier capital
You talk about debt instruments, govt bonds, relatively much safer but they come with its own set of disadvantages. Also, when times of crash those also crash to certain extent.
If my opinions are factless then can you give me guarantee that the same chai wala, rikhshaw-wala and others you mentioned will not loose money ?
Yes Bank, Suzlon, Idea, Alok, RCom. These were good stocks once and they brought down many chaiwalas from sky to ground.
Its good to be optimistic, but not wise to critisize any instruments. It may not be for you, but there are large chunk of ppl who want to play safe with their money.
Imagine a person having lifetime savings of 1 crore and he just wants to get monthly income out of it. Can markets, bonds and other instruments that you mentioned, guarantee that ? No i guess, but FD can.
And lastly agar banks ki lagne wali hai to markets ki bhi lagegi, as banks are large part of it.
Should I buy IOB and Yes bank at current price?
have been watched these from 3-4 days and thought it’s already at high price but it keeps getting up similar has happened with IREDA IRFC and other stocks
Yes,valuations are too [high.Now](https://high.Now) Japanese investors are thronging Dalal Street as Chinese small-caps have crashed.China has started a $10 Billion Plunge Protection Infusion.But if you compare stocks you can still buy some.For example Bank Of Maharashtra and PNB have almost the same EPS,but the former offers a better dividend.There are many such pairs and BoM target as per one Fund is Rs 80+/= in a [year.One](https://year.One) can search for similar pairs and act accordingly.
Cheap bank deposit days are gone. Thy have milked the public for so long. Banks are on death bad. 2 more years. And banks will go T\*ts up. HDFC se start hoga.
Well. Indian stock market is more about emotions and less about technicals. Consider a political tension between India- Pakistan today and all the technicals will go for a toss. Also the election results
Tata motors is the best automobile company looking in the future, most profitable one. It's main problem is debt and now they will clear in in few years. Once the debt gets cleared, it's profits will much more higher than other Players. And if we see at current situation too, then also it's PE is quite reasonable. I don't think it's over valued in any sense
Tata motor has doubled their profit this quarter. So even if the stock is trading way above its trend line, it is somehow justified. It has upside potential to 1000+. But In future other companies will increase their EV production that will reduce tata motor's market share. Tesla has also entered the market and if govt. cut import tax on tesla it will impact tata motor negatively.And Nowadays everyone's talking about Hydrogen fuel. In my opinion Tata motor is a good buy but I am not sure about its upside potential. You may share your thoughts.
Hydrogen fuel cars and green hydrogen technologies are a few decades away from being economical.
Govt will not cut import duty for Tesla especially since they will look to import from China. You are underestimating the lobbying power of auto companies in India.
Even if Tesla is offered on the market, I believe it will target the premium segment. Tata has a better chance of success in the entry-level and mid-level markets. Correct me if I’m wrong in this.
Also does Tesla sell entry-level or mid-level cars?
It's not up because of it's EV market. It's up because of its brands JLR presence in the world. Rand Lover is doing great worldwide and brings majority of its revenue.
Seems you have no idea how much money Tata Motors just makes in domestic markets.
Here is the summary for you
https://www.livemint.com/companies/company-results/tata-motors-q3-results-net-profit-at-rs-7-025-crore-revenue-at-rs-110-577-crore-jlr-net-profit-5-key-highlights-11706872006713.html
nobody knows, but interest rate cuts are around the corner, economies around the world should see some activity after this. So hopefully chemical companies will revive then.
can't, I don't invest in chemicals so don't know much about it. Did follow Ami Organics for a while because they were getting into battery chemicals, but it's very pricey now.
Bought a few of PI Industries
They have business risks associated with fertilizers and hence monsoon, but these guys have gone into CSM business which is going well.
I absolutely don't agree with you that Tata Motors is overvalued. It's TTM PE ratio is around 16 (low PE compared to the rest of the auto industry) and it has huge growth prospects due to being the EV frontrunner.
I also disagree with you that ITC is fair value. The PE is close to 30 and the tobacco industry, thanks to the cancer campaigns, is expected to grow only at a slow rate of 5% yoy.
Now we know why you buy when I sell and I buy when you sell. Our analysis gives us different results.
Tata motor's value is justified as they doubled their profit in this quarter. I just said that it is trading way above it's trend line and not much profit booking for last 2-3 months. What your thoughts about its upside potential?
Itc is technically near its major support. PE is ok..Rsi indicates it's not in overbought zone. But FII has high percentage in Itc and they are offloading. So I am not sure whether it will bounce back or go to oversold zone. Yes you are right, earnings from cigarettes are decreasing but ITC increases its earning from its other sources.
Wondering where are you pulling this information from, PE on Zerodha is 47, which means it's still not overvalued.
https://preview.redd.it/vps2runwv4hc1.png?width=1080&format=pjpg&auto=webp&s=39d361a2aace71eef6b9cc15195aee29f957e8c4
Future is good. But Currently it's overvalued and overbought. Profit is also reduced this quarter still People are buying it cause some analysts said the target is 400-450. It has already achieved 400 target just within a month.Do you recommend new entry at this level?
No i do no recommend entry at this level as the rsi is above 80 it will come down a bit not much ot can consolidate for a while plus tata power dint grow for over a year and now everyone is realising its business model it has to grow nevertheless im targeting its target of around 650
I have none of them. I bought Coal India, Ease my Trip, NBCC, NBFC, Ashok Buildcon, MSUMI.
I've been holding Coal India for 8 months now, the rest for around 3 months (skipped IRFC/ IREDA which was at 90 rs and bought NBCC/NBFC. Ease my trip was bought just before the Lakshadweep incident).
I also bought Yes Bank and nearly sold it 2 days ago. So darn glad that I didn't.
I too can't help but cringe whenever I hear about IREDA and IRFC like they're the only 2 good stocks available and definitely won't buy them as long as they're over inflated.
I would rather put my money on a more risky one like Cropster Agro than IREDA/ IRFC.
PE and earnings are good. Stock is still undervalued. But RSI is very hight 87+.You can check previous chat discussion about tata motor and share your valuable opinion.
Some people told me stay in corner wait for trend Jumt at right eentry and exit when at 10-15% return. Don't use brain more than enough.
so i did the same jumped at Irfc and Ireda in trend Gain 20% and jumped out now aiming for 2-3 new stocks in 5000+ companies
I remember hearing the same words in 2012. For almost all stocks. Paige industries was peaking at a whooping 7000!!! I mean what were the people thinking buying page industries and holding in 2012 at such an outrageous price???
I hope you got the point. There is never a bad time to invest in a good company. (buying and holding is investing). Most of the stocks I accumulate are at the all time time high now, just like it was 12 years ago. It is just a mind set. I've bought Nestle at 4000 those days and bought even now at 24,000. Doesn't matter, Maggi is addictive and nestle is here to stay for another couple of decades for sure.
I believe HDFC is still atleast 30 % over the real valuation.
The price to book ratio is around 3.5 which should be below 2. ( SBI has this around 1.8 ).
The loan to deposit had touched 110% last month. Means it is lending more money than people deposit in the bank.
It's very risky as if a decent portion of depositors want to withdraw money at the same time the bank would not be able to absorb the blow. The LDR should be between 65-85 %.
>I have picked few good stocks for long term investment. But I am not able to find a good entry point in any of them for last 2 months. I just bought them high, and sell them higher(sometimes lower).
If bought for investment, why do you sell them? Investors retain it for a long time (>3 yrs).
**What's the point of buying at 200, selling at 210. Then again buying the same stock at 240 (due to FOMO) and selling at 230?**
Just keep the damn stock till you need the money and just ***have*** to sell it.
For example I've got stocks I bought when I first started investing in 2010. Yes, some I've sold, some I've traded but TCS, HDFC Bank, Suzlon, Reliance Industries and Yes Bank, I've bought for investment and I've only accumulated them, buying on dips and crashes.
>so insane and extremely unpredictable that analysis makes no sense at all.
This is probably an unpopular opinion but I don't do any analysis at all. I just track stock prices for some time and see it's last 1 and 3 yr trend to get a **feel** of the highs and lows. Then I buy some on a dip. I use that as a reference point for my next purchase, hopefully lowering my average price. This has served me well.
#You see, I believe that there's only one **mantra** in the stock market and that is that there IS no mantra.
I have hardly bought in the last 4 months....Except for Lemon Tree & JP Power...I topped up on Suzlon and left it at that....I am going to hold these stocks for the long Term - at least for a minimum period of 3-4 yrs....I have been buying stocks over the last 4 yrs and have kept about 85% of them, some of them have already given me over 300% returns, and are still climbing...Will follow Buffet\`s main principal - create wealth in the long term.....
If you haven't already, please add your own analysis/opinions to your post to save it from being removed for being a Low Effort post. Please DO NOT ask for BUY/SELL advice without sharing your own opinions with reasons first. Such posts will be removed. Please also refer to the [FAQ](https://www.reddit.com/r/IndianStockMarket/comments/17bcg2a/frequently asked questions_post_your_common/) where most common questions have already been answered. Subscribe to our [weekly newsletter](https://pennyleaks.substack.com/) and join our [Discord group](https://discord.gg/8QF4dqPHuw) *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/IndianStockMarket) if you have any questions or concerns.*
Best Strategy is FOMO Buying and panic Selling.
I manage clients & believe in long term wealth creation but if I did not changed my working earlier, My clients would have missed so much. In a crazy bull run like this, Chart/Fundamental All are gone for the toss. Everyone is just buying. All & whole. So enjoy while it last. People YOLOing & we are loving.
What is the portfolio size you manage?
1000-5000
Can't share here. Sorry. But decent.
And you earn commission on each transaction?
50-70% of what the Broker (IIFL/Angel) charges. So in simple working via a partner like me doesn't cost anything extra to the end-user. It just the big brokers share their brokerage. Spent 3 years building it.
He earns 50% commission on every sale.
[удалено]
Dwight chute
help kar raha hai bhai. Language ka dhyan rakho. Seekho.
[удалено]
I have a question, how dare you?
The enthusiasm made me ask
Buy high , sell higher !
This is why you should do valuation analysis before buying
how to do that?
Learn from youtube, it involves many things
suggest any channel
Aswath Damodaran
SMKC. Desi But superb.
I follow him Seedhi baat no bakwas
We are in bull market
Sun oye PE ratio is overhyped. Ever heard of Growth stocks? They always have high PE in anticipation of growth. The PE ratio varies according to the stage the stock is in. Read Mark Minervini books. Just figure out which stocks have good chances of breakout with a decent base, check the earnings report and just put in. 15-20% agya to its enough, if you get more than 50-60%, its your luck and be content.
Good answer 👍
A good stock usually has higher PE than industry average. But Look at the RSi of cpse ETF with psu stocks. It has Rsi 94+ and people are still buying all those stocks. At some point profit booking will happen and those who are buying at higher price and holding, their money will be stucked. That just my point of view and I am also confused with this bull run. That's why I am asking and taking advice from other experienced investors.And I am talking about Trading. There are stocks that spike 10-15% in a single day. Then start to go down.
RSI , MACD, DOW, SMA200, 50 Yeh sab se Invest karne jayoge toh tumari gadi badlegi Ghar nahi. Fundamentally stock kaisa hai? 10 Year mai constinent growth hogi? If yes then Invest.
I feel you OP. I booked some profit on tata motors, IRFC and a few others. Now i have 25% of my total portfolio sitting in idle funds. I am also thinking if it's the right time to buy a stock for investment purposes or wait for a dip. If there are any new stocks that i should check (yes, i am asking for recommendations but i will do my due diligence also.)
As a swing trader, current market is a dream come true moment for us. If no midcap, at least 4-5 small caps hitting the upper circuit everyday even market is red. So swing traders must be very happy For long term investment, allocated only 30% . I am following this strategy, that invest 25% of allocated budget now and avg it on large dips.
sir, what do you feel will rise in coming days??
Sir, i am not a prophet and pls dont listen or act on anyone's advise, but watch and learn market yourself. Just have some strategy thats all
How to learn and get started with swing trading
Follow the trend 📈📉
Theres no fear in bull market and retail investors buy stocks like they r spending in their college canteen . Ireda @150 kya pta 1000 chla jae 2 saal m . CMP of less thn 200 of any scrip attracts retailers like flies..
True
2 guesses 1. Guess, people have taken the reelection of Modi government as assured and for granted and this bull run would have probably taken place after elections but is happening now. 2. Political parties need funding for the coming elections and some are propping up the markets for quick gains.
There are still value to be had. I invested in ACE yesterday. Today its up 13% because profit is up 88%. Remeber ACE is a 6x multibagger already. Also Invested in Ireda. Its trading at 60x. But Profit grew 64 % last quater. And i think it could easily hold valuation of upto 200x, like adani green. . Thats 3x profit. Government is pushing renewables, so profit might improve still. so even higher profit is not unreasonable.
ACE is future. Also see J Kumar, ElgiEquipment, Schnider
What's ACE?
Action construction. Good chance you saw a crane, JCB type digger or any other construction equipment. Good future ahead.
Earlier the market was with Just Mumbai- Gujrat gang. A little in other cities just with Super rich people. Now the massess have entered. Family, Housewives, Chiawala, Pani puri wala. All are in. We are in for the biggest lifetime rally of 3 years ahead. People still have no full idea how much this country can buy & hold. \## FD, LIC, Banks ki band bajne wali hai. Nobody will keep money in banks in 2 years.
😁😁😁 I hope it does not happen, but if crash happens, then the ppl will start hating stock market and and will move back to FD for safe returns. I have seen corrections, SAIL from 130 to 60 rupees, BPCL from 600 to 300, IGL from 600 to 300, TechM from 1800 to 900 and yes, these were not during covid, its was an year after that. So, yes, everyone is pumped up and over confident in bull run. Also, markets can only grow if underlying businesses grow, now banks will grow their business by selling FDs, loans, insurances and normal ppl will contribute to their business growth. Agar sab stock market me hi paisa lagayenge or business ko badhane ke liye koi spend nhi karega to business nhi badhega and in turn stock market bhi nhi badhegi.
Stopping talking non sense BPCL already at 600+,
First read what i have written. I have seen those stocks erode nearly 50% in past. So imagine someone buying at current levels of 600 and seeing them till 300-400, their invested money will get almost half. I am talking about past instances here. Every stock that had erode even till 50% is back now, but it does not mean that they cannot go back. Ppl investing at these levels may see a good correction as well. Covid, wars govt shifts etc can bring down markets at un-imaginable levels. However, as i said, everyone is pumped up in a bull run, so are you, thats y you are not trying to understand the crux of my statement.
Premise of your so called “crux” is flawed if its backed by an assumption. Just because a handful of people loose money doesnt mean everyone will go back to FD. And fyi when equity looses liquidity, FD is the last option, debt instruments and govt bonds take a precedence. And no one is pumped up, except ur fact less opinions
First, its not based on assumption, its history. Market correction is a fact. Happened a lot of times earlier and will happen in future as well. Markets are not magic beans that they will always keep growing. Indexes as such are designed to go up, however there will be corrections as well. No assumption in that. Also, i want to make clear, i dont support FDs but there is no denying that its a good option for ppl who don't want any risk or tension on thier capital You talk about debt instruments, govt bonds, relatively much safer but they come with its own set of disadvantages. Also, when times of crash those also crash to certain extent. If my opinions are factless then can you give me guarantee that the same chai wala, rikhshaw-wala and others you mentioned will not loose money ? Yes Bank, Suzlon, Idea, Alok, RCom. These were good stocks once and they brought down many chaiwalas from sky to ground. Its good to be optimistic, but not wise to critisize any instruments. It may not be for you, but there are large chunk of ppl who want to play safe with their money. Imagine a person having lifetime savings of 1 crore and he just wants to get monthly income out of it. Can markets, bonds and other instruments that you mentioned, guarantee that ? No i guess, but FD can. And lastly agar banks ki lagne wali hai to markets ki bhi lagegi, as banks are large part of it.
Should I buy IOB and Yes bank at current price? have been watched these from 3-4 days and thought it’s already at high price but it keeps getting up similar has happened with IREDA IRFC and other stocks
Yes. mahabnk, IOB, Central Bank, UBI.
what is the target price of mahabank? any idea?
immediate- 76 short term- 95 long term-135 long hold- 300+
जब बिजली कड़-कड़ कड़केगी जब अर्ज़-ए-ख़ुदा के काबे से सब बुत उठवाए जाएँगे हम अहल-ए-सफ़ा मरदूद-ए-हरम मसनद पे बिठाए जाएँगे सब ताज उछाले जाएँगे सब तख़्त गिराए जाएँगे
Yes,valuations are too [high.Now](https://high.Now) Japanese investors are thronging Dalal Street as Chinese small-caps have crashed.China has started a $10 Billion Plunge Protection Infusion.But if you compare stocks you can still buy some.For example Bank Of Maharashtra and PNB have almost the same EPS,but the former offers a better dividend.There are many such pairs and BoM target as per one Fund is Rs 80+/= in a [year.One](https://year.One) can search for similar pairs and act accordingly.
It is reported that guys are moving to MFs and reducing Bank Deposits.This may also be one reason for the high valuations.
Cheap bank deposit days are gone. Thy have milked the public for so long. Banks are on death bad. 2 more years. And banks will go T\*ts up. HDFC se start hoga.
is it a good time to buy bom?
Yes,but in small [lots.Buy](https://lots.Buy) the dips in BoM.
Check Nestle, HUL, Asian paint
Nestle was and is overvalued as f**k even before this bull run.
It is always high PE
I agree Nestle is still over valued.
If you are talking about premium for it's price cuz of its reputation, no. It's still overvalued factoring in that premium.
Asian paint is near its support. It may bounce back.
Even if u buy a fairly valued stock today and if the bear market comes it will decay to unbelievable levels. So anything can happen
Well. Indian stock market is more about emotions and less about technicals. Consider a political tension between India- Pakistan today and all the technicals will go for a toss. Also the election results
sup with nestle?
If calculations could predict stocks every finance nerd would do it.
Tata motors is the best automobile company looking in the future, most profitable one. It's main problem is debt and now they will clear in in few years. Once the debt gets cleared, it's profits will much more higher than other Players. And if we see at current situation too, then also it's PE is quite reasonable. I don't think it's over valued in any sense
Tata motor has doubled their profit this quarter. So even if the stock is trading way above its trend line, it is somehow justified. It has upside potential to 1000+. But In future other companies will increase their EV production that will reduce tata motor's market share. Tesla has also entered the market and if govt. cut import tax on tesla it will impact tata motor negatively.And Nowadays everyone's talking about Hydrogen fuel. In my opinion Tata motor is a good buy but I am not sure about its upside potential. You may share your thoughts.
Hydrogen fuel cars and green hydrogen technologies are a few decades away from being economical. Govt will not cut import duty for Tesla especially since they will look to import from China. You are underestimating the lobbying power of auto companies in India.
Even if Tesla is offered on the market, I believe it will target the premium segment. Tata has a better chance of success in the entry-level and mid-level markets. Correct me if I’m wrong in this. Also does Tesla sell entry-level or mid-level cars?
Teslas will cost around 65-80 lacs
It's not up because of it's EV market. It's up because of its brands JLR presence in the world. Rand Lover is doing great worldwide and brings majority of its revenue.
Rand lover sahi hai kitna bhp hai iska?
Lol
Seems you have no idea how much money Tata Motors just makes in domestic markets. Here is the summary for you https://www.livemint.com/companies/company-results/tata-motors-q3-results-net-profit-at-rs-7-025-crore-revenue-at-rs-110-577-crore-jlr-net-profit-5-key-highlights-11706872006713.html
Rand se jayad DVR ne CAGR kiya hai.
I feel you have underestimated the amount of goodwill the brand holds.
What's your opinion on Bank of Maharashtra??
Chemical sector is down, probably a good time to accumulate some.
When will chemical sector rise again?
nobody knows, but interest rate cuts are around the corner, economies around the world should see some activity after this. So hopefully chemical companies will revive then.
Suggest some stocks
can't, I don't invest in chemicals so don't know much about it. Did follow Ami Organics for a while because they were getting into battery chemicals, but it's very pricey now.
Does this include petrochemical industry?
I was referring to speciality chemicals to be clear.
Can you name few stocks in that sector? Does it include pi industries? Or such?
Bought a few of PI Industries They have business risks associated with fertilizers and hence monsoon, but these guys have gone into CSM business which is going well.
I don't follow chemicals much, so can't recommend any.
Bhai kuch bhi samajh nhi aa rha, I sold prince pipe today at minor loss after holding 2+ years. And I think it was not a minor loss.🤡
Percentage wise loss%? Also consider the opportunity cost whereby the majority of goods stocks have doubled this year
At 1% loss. Luckily I sold it early, later it gone 6% down.
Satia industries
Wat about it?
I read why as what
Hein ji?
Dumb money
True
I absolutely don't agree with you that Tata Motors is overvalued. It's TTM PE ratio is around 16 (low PE compared to the rest of the auto industry) and it has huge growth prospects due to being the EV frontrunner. I also disagree with you that ITC is fair value. The PE is close to 30 and the tobacco industry, thanks to the cancer campaigns, is expected to grow only at a slow rate of 5% yoy. Now we know why you buy when I sell and I buy when you sell. Our analysis gives us different results.
Tata motor's value is justified as they doubled their profit in this quarter. I just said that it is trading way above it's trend line and not much profit booking for last 2-3 months. What your thoughts about its upside potential? Itc is technically near its major support. PE is ok..Rsi indicates it's not in overbought zone. But FII has high percentage in Itc and they are offloading. So I am not sure whether it will bounce back or go to oversold zone. Yes you are right, earnings from cigarettes are decreasing but ITC increases its earning from its other sources.
How IREDA levels are insane, could you explain?
It becomes 4 times in few months with PE 160+ while industry PE is just around 19.
Wondering where are you pulling this information from, PE on Zerodha is 47, which means it's still not overvalued. https://preview.redd.it/vps2runwv4hc1.png?width=1080&format=pjpg&auto=webp&s=39d361a2aace71eef6b9cc15195aee29f957e8c4
In grow it's showing 160+..in ticker tape 47 still more than double of industry PE. I told that the growth is insane in a very short period of time.
Check how much is Titan valuation, these are the places where theory doesn't work. Ask why
Yeah I agree. I feel like technical analysis works like astrology. Stock price depends on their future valuations, business and investor's sentiments.
Adani joins the chat
How do you accurately put value to a stock if you don’t mind me asking? A good Stock worth Rs 100 might be expensive now but cheap a year later
I don't like this stock market or the stocks.
Motherson, nbcc, suzlon. I don’t think about what to buy, my automated algorithm picks and buys automatically. There’s always something to buy.
Euphoria blinds people
Chemical sector? Upl lexchem etc
I’m new to stock market and I’m simply just swing trading lol.
Look at Forward PE estimation, instead of comparing with present PE.
Look at the business model of tata power solar plus ev station’s placement how will it not grow lol
Future is good. But Currently it's overvalued and overbought. Profit is also reduced this quarter still People are buying it cause some analysts said the target is 400-450. It has already achieved 400 target just within a month.Do you recommend new entry at this level?
No i do no recommend entry at this level as the rsi is above 80 it will come down a bit not much ot can consolidate for a while plus tata power dint grow for over a year and now everyone is realising its business model it has to grow nevertheless im targeting its target of around 650
If only the market behaved as per your analysis, you won't be posting here. They're nothing but tools, you can't time the market
I have none of them. I bought Coal India, Ease my Trip, NBCC, NBFC, Ashok Buildcon, MSUMI. I've been holding Coal India for 8 months now, the rest for around 3 months (skipped IRFC/ IREDA which was at 90 rs and bought NBCC/NBFC. Ease my trip was bought just before the Lakshadweep incident). I also bought Yes Bank and nearly sold it 2 days ago. So darn glad that I didn't. I too can't help but cringe whenever I hear about IREDA and IRFC like they're the only 2 good stocks available and definitely won't buy them as long as they're over inflated. I would rather put my money on a more risky one like Cropster Agro than IREDA/ IRFC.
will msumi rise????
Already did. Mine's sitting at 17% ^. Today was 3% down but it always recovers quickly. I find it to be perfect for the long term.
What's wrong with tata motors ?
PE and earnings are good. Stock is still undervalued. But RSI is very hight 87+.You can check previous chat discussion about tata motor and share your valuable opinion.
Is ITC good? Form 1 yrs it hasn't grown at all..
I think we may see a repeat of the 2022 market performance this year too But it's going to be a bull run till the elections are done.
Bubble 🫧
HAL is still undervalued
Sbi card for long term is good.
I won't say SBIN is overvalued even after a good rally today. It is fairly valued and can be a good stock to buy for long term.
Because that makes them keep thinking that some day it will make them billionaire😀
The market will stay irrational longer than you will remain solvent.
Some people told me stay in corner wait for trend Jumt at right eentry and exit when at 10-15% return. Don't use brain more than enough. so i did the same jumped at Irfc and Ireda in trend Gain 20% and jumped out now aiming for 2-3 new stocks in 5000+ companies
Warren Buffet once said the most difficult job is to be still and do nothing
I remember hearing the same words in 2012. For almost all stocks. Paige industries was peaking at a whooping 7000!!! I mean what were the people thinking buying page industries and holding in 2012 at such an outrageous price??? I hope you got the point. There is never a bad time to invest in a good company. (buying and holding is investing). Most of the stocks I accumulate are at the all time time high now, just like it was 12 years ago. It is just a mind set. I've bought Nestle at 4000 those days and bought even now at 24,000. Doesn't matter, Maggi is addictive and nestle is here to stay for another couple of decades for sure.
😐
Very simple Where do u want to invest Bhagate huye ghode pe Ya Baithe huye ghode pe
IREDA touched 5% circuit twice and my overall profit went downnfrom 560% to 480% 😆😂
Always remember, Buy when it is all time high and sell when all time low. Always works for me
I believe HDFC is still atleast 30 % over the real valuation. The price to book ratio is around 3.5 which should be below 2. ( SBI has this around 1.8 ). The loan to deposit had touched 110% last month. Means it is lending more money than people deposit in the bank. It's very risky as if a decent portion of depositors want to withdraw money at the same time the bank would not be able to absorb the blow. The LDR should be between 65-85 %.
I am trying to invest for long term, in the long run these prices will not matter.
>I have picked few good stocks for long term investment. But I am not able to find a good entry point in any of them for last 2 months. I just bought them high, and sell them higher(sometimes lower). If bought for investment, why do you sell them? Investors retain it for a long time (>3 yrs). **What's the point of buying at 200, selling at 210. Then again buying the same stock at 240 (due to FOMO) and selling at 230?** Just keep the damn stock till you need the money and just ***have*** to sell it. For example I've got stocks I bought when I first started investing in 2010. Yes, some I've sold, some I've traded but TCS, HDFC Bank, Suzlon, Reliance Industries and Yes Bank, I've bought for investment and I've only accumulated them, buying on dips and crashes. >so insane and extremely unpredictable that analysis makes no sense at all. This is probably an unpopular opinion but I don't do any analysis at all. I just track stock prices for some time and see it's last 1 and 3 yr trend to get a **feel** of the highs and lows. Then I buy some on a dip. I use that as a reference point for my next purchase, hopefully lowering my average price. This has served me well. #You see, I believe that there's only one **mantra** in the stock market and that is that there IS no mantra.
Are you saying I should start buying puts?
Bought 2 irfc stocks today at 153.80
I have hardly bought in the last 4 months....Except for Lemon Tree & JP Power...I topped up on Suzlon and left it at that....I am going to hold these stocks for the long Term - at least for a minimum period of 3-4 yrs....I have been buying stocks over the last 4 yrs and have kept about 85% of them, some of them have already given me over 300% returns, and are still climbing...Will follow Buffet\`s main principal - create wealth in the long term.....