4 stock ideas by experts! | Ab India Karega Groww
Published: 2024-07-14
Status:
Available
|
Analyzed
Published: 2024-07-14
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Blue Star is expected to begin exporting commercial AC units within 9-12 months.
"9 to 12 months down the line he should start exporting commercial AC"
Pending
Blue Star holds one-third of the Indian commercial AC market and is a leader in this segment.
"every one-third commercial AC put is by Blue Star blue star is a leader in Indian commercial space"
Pending
Blue Star achieved strong sales performance in Tier 2 and Tier 3 cities during the fourth quarter.
"in the fourth quarter blue star did amazingly well in terms of getting his products sold at tier 2 Ander three cities"
Pending
Blue Star's strategy of capacity expansion based on anticipated demand aims to prevent overcapacity and reduce depreciation, positively impacting their P&L.
"blue star has not expanded as aggressively as a voltas or a hav blue star says I will anticipate the demand and I will increase my capacity as per the demand so this ensures that they do not have over capacities and therefore lesser depreciation on their pnl"
Pending
Blue Star stock is projected to have a 35-40% upside over a medium to longer-term perspective.
"from here on if you hold on to a medium to longer term perspective there is an easy 35 to 40% upside here"
Pending
Hindustan Aeronautics is projected to achieve 12-13% revenue growth annually for the next 8 years.
"for next 8 years they can easily grow at 12 to 13% Revenue growth"
Pending
Hindustan Aeronautics has a pipeline of 1.75 lakh crore in addition to its 95,000 crore existing order book.
"at least 1 lakh 75,000 CR of pipeline is there apart from the 95,000 orders which they have already won"
Pending
Hindustan Aeronautics saw an improvement of 200 basis points in operating margins for FY24, reaching almost 27%.
"the operating margins for FY 24 improving by2 200 bips almost 27% margins"
Pending
Hindustan Aeronautics' revenue is expected to grow at over 12-13% long-term, driven by LCA deliveries starting in FY26 and increasing in FY27.
"Revenue as I said going forward we are expecting there would be manufacturing contribution they'll start delivering the lca's as I said 16 in numbers in f52 6 and then 24 in numbers from FY 27 so the revenue can actually grow for a very long term at 12 13% plus"
Pending
Connected TV (CTV) is emerging as a significant advertising avenue as consumers cut the cord from linear TV, providing opportunities for companies like Apple to monetize.
"we see the linear TV which is $165 billion and there is lot of content lot of consumer which are now in the cord cutting phase so when they do the cord cutting eventually they move to a TV called connected TV and that becomes another Avenue for player like Apple to monetize on the strength side"
Pending
Apple's ad model focuses on a cost-per-converted-user basis, where clients pay only when specific actions like app downloads, form submissions, or purchases occur.
"what Apple does is something special they only get paid by their clients when they do some conversion and what could be the conversion conversion could be getting an app downloaded getting a form filled getting an let's say a visit to a real estate project getting a test drive fixed for an automobile car or adding a product to the cart liking a particular page"
Pending
The adtech space is expected to see significant growth driven by solutions tailored for regional languages.
"the biggest thing that would happen in the adtech space uh every adtech company is trying to create more and more solution in the regional languages and that is where the bigger strength will come"
Pending
Affle, with its 50% CAGR and 16% EBIT margin, could warrant a multiple of 1.5 to 2.5 times its growth rate.
"so even affle in India is growing at 50% cagr with close to 16% ibit margin and with that kind of a business the right multiple could be anywhere between 1.5 to 2.5 times their growth"
Pending
The fair valuation for adtech businesses with high growth potential is estimated to be between 40x to 60x.
"we think the fair valuation for such a business could be anywhere between 40 to 60x"
Pending
Godrej Consumer Products' management has projected high single-digit volume growth and mid-teen EBITDA growth for the upcoming years.
"the management has guided for high single digit volume growth as well as mid te ABA growth for the next few years"
Pending
Long-term investment in FMCG companies like Godrej Consumer Products can yield staggering returns of 17-18%.
"if you are investing in any fmcg company you have to remain invested you will be rewarded and the returns would be staggering in terms of 18% 177%"
Pending
Godrej Consumer Products has a history of successfully scaling acquired brands, exemplified by the 'Goodnight' brand, which grew from a 100 crore acquisition to contributing significantly to overall revenues.
"the Raymond's consumer care business for almost 2,800 CR... the that brand when they had acquired for 100 crores now it is turning out them for the it is contributing their overall revenues as high as 30,000 CR"
Pending
Godrej Consumer Products sees significant growth potential in categories like Goodnight liquid vaporizers, with low penetration in India (25%) and even lower in international markets (1-2%).
"the penetration of for the for one of their category goodnight liquid vaporizer the this particular category only has penetration of 25% in India and if I talk about the other geographies Indonesia and uh other African region the penetration is as low as 1 to 2%"
Pending