ilmscore | Prediction Details
"Market is collectively all of us so sentiments Prevail in the short run but in the long run only fundamentals will prevail only the stronger Ones Will Survive right so give yourself time so have loads of patients if you're buying individual stocks you should have loads of patient you should be okay with stock going down you know 10 20 30% not doing anything for few years as long as your thesis that Top Line is growing earnings are growing margins are expanding I think these are three big filters so revenue is growing profit is growing and the profit percentage is also growing margin is very very important because margin reflects the value addition companies doing coming back to the unoo example maruti if you remember used to sell hot cakes you know wagon R Swift Breza you know all all those models it had cracked that 1.3 l engine that four five lak segment and then then it made various models started with Alto went up to 10 11 lakhs XV 700 Mahindra cracked the diesel engine which was that 1.7 L and then the market started moving towards SUVs you know as cities became more flooded and and all of that so sometimes you just crack a particular model and maruti did not move to SUV so maruti's margin fell from 18% to 11% from 18% it went to 11% it actually went down to eight because they didn't move to SUVs and the sedan sales were not really catching up so because they did not innovate the profitability went down"
By Finance With Sharan | January 6, 2025 | Pending
From video
How to Identify Multi-bagger Stocks in 2025 | Ep. 48 00:27:59 - 00:30:23
Interpreted Prediction
The defense sector is currently experiencing a market frenzy, and while sentiments might prevail in the short term, long-term survival depends on fundamentals. Companies with growing revenue, earnings, and expanding margins are key, similar to how Maruti's profitability declined when they failed to adapt to the SUV trend.

Prediction Details

Topic
Defense Manufacturing

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