Mid-cap | Small-cap | GST | SEBI | IPO | PMI - Simplifying Key Updates | CA Rachana Ranade
Published: 2024-04-04
Status:
Available
|
Analyzed
Published: 2024-04-04
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
HDFC Bank's ADR performance is a strong indicator for its stock performance. If it sustains its current gains, it will positively impact the stock.
"if HDFC is able to sustain this this is the ADR that I'm talking about uh so for those who don't know ADR is like an American depository receipt means what in short any stock which is listed on the Indian Stock Exchange and if they want to get listed abroad"
Pending
Bharti Hexacom is showing consistent growth in revenue and customer market share in Rajasthan and Northeast India.
"overall if you ask the revenue market share has been going up from 32.7% to 40% in Rajasthan and also in the Northeast from 42% to 52% if you ask about the customer market share that has gone up from 33% to 35% Northeast May 43% to 49 9%"
Pending
The telecom industry is well-positioned, and Bharti Hexacom's expected revenue CAGR of 8.5-9.5% from 2023 to 2028 is promising.
"overall industry definitely has a good you know it's it's poised at at a very sweet spot I can say and plus if you see the revenue growth Revenue growth 14 to 23 cagr is 5.6% but 23 to 28 expected cagr is 8.5 to 99.5%"
Pending
While profits have been fluctuating, earning ratios for Bharti Hexacom are on an upward trend.
"earning ratios are going up their profits are a little bit you know Topsy turvy"
Pending
Bharti Hexacom's EBITDA is showing steady growth, increasing from 11,544 million to 29,000 million.
"IA is growing from 11,544 Millions to 19,000 million to 29,000 Millions steadily growing no problem"
Pending
Bharti Hexacom's Average Revenue Per User (ARPU) is increasing.
"average revenue per user arpu I'll talk about this in in a minute but is also going up"
Pending
Reliance Industries has broken out of a triangle/wedge formation, suggesting potential upward movement.
"this was a triangle formation or a wedge as what people say high a lower high a lower high but then finally today it has broken outside this and has closed outside this will be really interesting to watch how it moves outside this I I feel this is like exciting"
Pending
Tata Technologies is reportedly developing something with BMW, which is a positive development.
"tatat Tech has uh some interesting had some interesting news I think they are uh going to develop something with I read it in the news it may be BMW if I'm not mistaken it is in the news"
Pending
For further upside, Tata Technologies needs to break above its previous high.
"key point is to go above this this is the previous high right so it's as good as quickly if I were to draw this high low high low high low and now this is the current High okay so important is it should go above this"
Pending
PNB is in an interesting chart pattern, but fundamental analysis is recommended before investing.
"PNB is in a very interesting space right now I'll be absolutely honest and candid with you all I have not done the fundamental analysis of P&B but still I'll quickly share my screen have a look at this"
Pending
PNB's chart is compelling and warrants inclusion on a watchlist, with a strong recommendation for fundamental analysis.
"see I sometimes love buying at a little bit higher amount but that gives me more conviction okay so very interesting chart definitely must what add to your watch list but before you take your final decision please do fundamental analysis also"
Pending
Solar Industries, a commodity stock, may benefit from rising commodity prices and favorable interest rate cycles.
"it has been a stock of the month way back yes commodity prices are on the rise and yes commodity stocks so typically you know Commodities are also like a part of the interest rate Cycles"
Pending
Nifty has a possibility of reaching 23,000.
"is there a great chance that can Nifty actually touch the magic figure which it it which it has not touch till date which is 23,000 is that possible we're going to discuss on that"
Pending
Concerns raised about small caps seem to be resolving, indicating a potential positive market sentiment.
"closing easily above this if that be so entire pain which small caps saw because of the concerns that were raised uh that seems to be getting over right"
Pending
Small caps and midcaps are performing well and are expected to contribute positively to market performance.
"so are small caps and midcaps back on track absolutely yes with a back with a bang is what I can say so both are absolutely in uh a good mood and may be ready to cheer the markets further"
Pending
Nifty closed above the significant psychological level of 22,500 on April 4th.
"finally finally on fourth of April we have closed above 22,500 which is definitely a psychological level"
Pending
Nifty's RSI is at a healthy 62, indicating a strong position even near all-time highs.
"RSI where are we right now absolutely at a comfortable level of 61.99 no tension at all fantastic we are almost at an all-time high and and the RSI is just at 62 can't get better people it's it's amazing"
Pending
A strong opening for HDFC Bank tomorrow is likely to lead to positive openings for Bank Nifty and Nifty, suggesting a potential for a significant upward move.
"so if HDFC Bank gives a good opening tomorrow Bank Nifty will give a good opening Nifty will also give a good opening and then as I mentioned there are great chances that we may really be able to pull out a nice move"
Pending
The significant open interest at the 23,000 level suggests this is the next major resistance point for Nifty.
"it means that even the Bears feel that now the next big resistance is around 23,000 level"
Pending
Nifty's closure above 22,500, a key psychological level, is a positive development.
"I feel that based on whatever we discussed right now 22,500 this is the first time that we have closed go above that that key emotional level also psychological level is what we can say"
Pending
Record-breaking GST collections in April 2023 (1.87 trillion) and the second-highest in March 2024 (1.78 trillion) indicate strong economic health.
"GST collection number top five GST collections is what we are talking about starting from when GST came into picture GST came into picture in July 2017 and we are talking about the top five GST collection data April 2023 we saw for the highest GST collection which was 1.87 trillion"
Pending
The manufacturing PMI reaching a 16-year high of 59.1 in March indicates strong sentiment and growth in the manufacturing sector.
"if the PMI is above 50 where are we we are at 59.1 and this is a 16year high my God in February it was 56.9 anyways that is also over 50 happy with that as well but 59.1 that's a 16year high so you can imagine the sentiment in the manufacturing sector"
Pending
The Services PMI at 61.2, a 13.5-year high, further reinforces positive economic sentiment.
"even Services pmis is doing great and services Emi is also one of the strongest in over 13 and a half years at 61.2 I mean these numbers definitely speak volumes"
Pending
Historical data suggests a pre-election rally, and current market conditions align with this pattern, indicating a potential for similar performance in 2024.
"markets have behaved before the election and how markets have performed post election right so it's very very important to understand that yes markets do give a pre-election rally that has been observed in the past and if that be so then obviously there's a great chance that that could be a repeat telecast in this year as well in 2024 as well and right now we are in that sweet spot"
Pending
Falling interest rates are expected to boost loan disbursements and capex, potentially benefiting the entire commodity sector.
"Commodities are also like a part of the interest rate Cycles if interest rate cycle goes positive or favorable if the interest rates start cooling off then again you know the loan disbursement will be higher capex will be higher and ideally the entire commodity space can come in Limelight"
Pending
Gold, with a historical CAGR of 9.5-9.6% since 1995, is projected to reach 1 lakh per tola in the next four years if it maintains this pace.
"since 1995 why 95 96 because if I want to compare gold I'll have to compare it with something right uh gold if I were to compare with Nifty Nifty has given somewhere around 11.3 11.4% cagr since 95 and when I check gold gold has given some 9.5 or 99.6% cagr since the same time frame 95 96 now if gold were to go at the same pace of 9.6% kager gold should hit one lakh per TOA in the next four years"
Pending
Given its 14% return in the past year, gold could reach 1 lakh per tola in the next three years if this growth continues.
"but in the last one year itself it has given a 14% up move and if a similar up move were to continue it can hit one lakh in the next three years basic FV calculation basic future value calculation"
Pending
The increasing use of silver in solar panels presents a potential catalyst for silver's price to outperform gold.
"silver is used in making solar panels so this is interesting more and more solar in Limelight there are chances that even silver can pick up and can shine better than gold maybe you never know right"
Pending