ilmscore | Q3 Results QnA Special | CA Rachana Ranade

Q3 Results QnA Special | CA Rachana Ranade

Published: 2025-02-13
Status: Available | Analyzed

Predictions from this Video

Total: 10
Correct: 0
Incorrect: 0
Pending: 10
Unrated: 0
Prediction
Topic
Status
Historical market downturns like the 2008 financial crisis and the Russia-Ukraine war suggest that market bottoms could take approximately 8-10 months to form. The current situation, being in the fifth month of the downturn, suggests a potential bottom around July 2025.
"based on two analysis rash from 2010 to 2013 markets remained at the same level ... 8 to 10 months"
Stock Market Correction Duration
Pending
Despite a lack of explicit mention in the recent budget, the defense sector remains a focus area for the government and is likely to continue being a significant investment theme.
"defense is still not down and outright it's it's just that there was no mention a loud and clear mention about defense or Railways in this budget that doesn't mean that government is going to just royally ignore uh these these sectors no that's not happen because we have made it very clear that defense is going to be something which is going to be uh at our Focus point"
Defense Sector Investment
Pending
Companies involved in funding renewable energy projects, such as PFC and REC, are well-positioned to benefit due to the government's budgetary allocation of 40,000 crore rupees towards power and renewable energy, indicating a sustained focus on this sector.
"companies like PFC RCA whatever so if if a person feels if an investor feels that I am of the opinion that renewable energy is nowhere going to go renew renewable energy is the theme which is here to stay the story is intact"
Renewable Energy Sector Funding
Pending
The average quarterly sales growth for Nifty 50 companies in Q3 FY25 compared to Q3 FY24 was 8.5%, while the average quarterly profit growth was only 6.5%, indicating muted performance across the index.
"average sales growth has been 8 and a half% and average quarterly profit growth profit variance okay Q3 F525 profit versus Q3 f524 profit 6 and a half% it's like nothing absolutely nothing"
Nifty 50 Quarterly Performance
Pending
Investors should avoid averaging down on fundamentally weak stocks and instead focus on themes with strong long-term potential (3-5 years).
"don't average bad stocks don't average fundamentally bad stocks try and focus on some theme which you feel can do well in the coming three to five years"
Stock Averaging Strategy
Pending
The consumables sector presents a promising investment theme with various sub-sectors like hotels, quick commerce, clothing, and FMCG offering potential growth opportunities.
"some people may think may say consumables can be a good theme in consumables we will have a lot of sub themes so consumables May uh we will have something like hotels we may have something uh like even quick Commerce related things so multiple things in cons you can have clothes related companies in consumables you can have fmcg in consumables"
Investment Theme: Consumables
Pending
A time-wise correction occurs when a stock trades sideways for an extended period, leading to a loss in the time value of money and a lack of capital appreciation, even without a price decline.
"time wise correction means the time value of money is lost so if the stock goes in sideways for a long time 8 months 10 months 12 months whatever are you losing out on Capital no so there is no price-wise correction but you are losing out on time value of money you're not gaining any returns per say right so that is why it's called as a time wise correction"
Time vs. Price Correction
Pending
When the market tests key support levels and shows signs of bouncing back, it may be an opportune time to consider adding to holdings in fundamentally strong stocks within one's portfolio.
"Markets have bounced back from that same level so maybe one may consider at least adding some chunk into you know into uh such whatever fundamentally strong stocks you have in your portfolio"
Investment Strategy in Market Downturns
Pending
Market bottoms are often formed during periods of extreme pessimism and when all hope seems lost, indicating a potential turning point.
"market bottoms are made when life seems to have stopped time when when you feel that just down and out it's just not possible"
Stock Market Bottom Formation
Pending
There is a significant possibility that the stock market could enter a period of sideways consolidation rather than a sharp directional move.
"there's a great possibility that markets could remain in a sideways Trend also"
Future Market Trend
Pending