Basically the open offer price of SG Mart was not 450; after a 1:20 share split, the acquisition price was approximately 22.50. Following the acquisition at 22.50, the stock surged to 12,000 before undergoing the share split.
Yes ,this stock used upper circuit daily I had invested 10k as gamble at 3,000 made good amount of money the mentioned website before used to show irrigation projects but not any further detail ,before by the name was kintech renewable even if you google Khushboo Singhal u find anything . Stay away from this company
yes,that's right in October 2023 this group acquired each share at 305 rs and later in Feb 2024 this stock went to stock split and bonus i.e 1 stock to 20 stocks, So what Shashank said about the acquired price might not be correct. Please correct if I am wrong @ShashankUdupa1
Max india is in spaces where margins are low (retail) or future of the businesses is bleak (oldage facilities) NPST is software play, can be easily replaced SG Mart is copy paste business, can't do well. Originals learn solutioning, copy pasters don't.
I brought this stock because Ashish Kacholia brought it at 440. There was no personal research involved. Blind trust if Kacholia invested, i should too. Then i digged deeper, and found out about their business. This video by you was a gods sign that I didnt make a mistake 😂😁
Great work Shashank, the only factor that needs to be taken into consideration is these platform service providers are dependent on steel providers like jsw steel and few others...so if raw material costs spike for these behemoths, the profitablity for these b2b providers may take a hit..but still futuristic long term vision...hope as an investor i too reap the benefits...
Nope, so this is the beauty, SG mart has no raw material price risk. They work on negative working capital, and their inventory days are 30-45 days. So whatever they pick up from tata and jsw is sold off in 30-45 days. Thus reducing risk of inventory by a huge way
@@ololo940 Good point but can't be seen as the only factor here. They are creating old age societies and the flats are sold out with safe gated environment. All west based ESG norms are well fulfilled by such companies. So they over a period attract a lot of big investors. One had to indeed hold for atleast a decade though but you are getting it for a good value as of now too.
Here is a link to read - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/355 In short - EV slowdown in the world, mainly from EU players. KPIT revenue was mainly from EU. So there have reduced their guidance which indicates a slowdown. Its a cycle.
NPST looks like a great bet but the PE is outrageously high. Unfortunately I thought same thing about KPIT but it kept growing with the high PE and I could never convice myself to buy, hence this time I'll take a bit of risk and start buying NPST.
Well NPST has a risk to it, its got a high pe because its growing at 100% yoy, and the guidance given for this year is also 100%. But 1 bad quarter and this stock will get punished. thats the problem with high PE stocks - Same thing happened with KPIT. But if you play the longer game 5-10y, then nothing matters much apart from fundamentals. PE is not relevant anymore
Do you think any large companies would also foray into reaching sme businesses directly..? Can you also talk about risks associated with these companies.. i understand the long term horizon.
Yes, there are 2-3 players in the space, i would say Apollo + Havells is the large player today, but youl never know, tomorrow tata jsw can do it directly nothing stopping them
I have invested in Indiamart. Recently crashed a little. What was the reason and I am holding it for 10 to 15 years. Should I worry about this? Please reply @@ShashankUdupa1
What about companies like Pennar Industries which manufacters entire building in their factory and transport it. Are such companies not going to do well as the country grows?
On Max india i have a slightly different view though ill be investing since its backed by Axis and Max healthcare...its another way of coining ' old age home '.. i suppose max india could be building these homes for premium segment of population and the future of this company could depend largely on family set up , independent private life , social stigma etc... Wait and watch approach here
So yes you are right,. How I saw it was - More nuclear families today, Next gen less willing to keep parents in their home, MAX dehradun property is luxurious and more coming up. Also there is a personal angle to it, my own grandmom is currently in an old age home and they charge 1L a month. Thats when i started researching the space. Btw they operate at full capacity, not maxindia but some local old age home
@@ShashankUdupa1parents itna sacrifice karte hai bacho ke bhavishya ke liye aur end mai result KYa dekhne ko mil raha hai jin bacho ke liye unhone itna kuch kiya uni ko Old age home bhej rahe ho, seriously! Mujhe yeh dekh ke daar lagta hai
Long term story is intact - you can read here good comments here - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289
Sure you can check out my verified PnL - console.zerodha.com/verified/5b5b6b8f With respect to the holdings will show it surely in the next video itself. You can check my max india holdings in another episode called my sons portfolio
@@KrishnaAhmed nature of business is based on wafer thin margins and the company does not hold any differential in the market. Low entry barrier to business. Anyone can do some part of what Delivery is doing.
Shubham has already created video on sg mart and npst stocks You have not created new things... Just copy and paste his thoughts in your video on financially free channel
Sorry bro i dont know who shubham is. I bought and found NPST now and not from shubham, Maybe he did find it earlier but thats a good thing i will follow him now.
@@ShashankUdupa1 no worries Sorry for being rude But I wonder how you have shared the same stocks which he has shared in his video 5 days back only Shubham sethi I am following you and him both and subscriber of both you so got confused Anyways Keep it up and please make videos on stocks which have low risk and have moat in their business and may have tailwind in sector so that we can analyse and start adding those now I have started investing in stylam industry, Raghav productivity enhancer, gujrat Themis and Titan bio If you want please analyse from your end for next 10-15 yrs and add it in your portfolio
Perks for members are the posts not the videos. The members get deep insightful posts almost 3-4 posts every week where we also talk about the next big sectors. We spoke about Pharma and Gold in advance playing out and it did
@@ShashankUdupa1 Agreed but some big information about your decision or portfolio or big changes should be informed early to members. Members and others are getting to know at the same time. One brief post should have been written 3 4 days earlier of the video release.
@@adanitrust But I am not running a front running operations that you can buy before everyone knows the name of stock. Thats not the reason of the community. Community is only for updates and any PF changes i do for example my Sons pf was changed I had updated in the community not in the videos. But I wont front run stock - Infact whenever i make videos i make it a point even i dont have stocks of that video and if i do i inform eveyrone i hold it
Reason why i said 3rd is because I have spoken about Bet 1 and 2 in the past. Now talking about my 3rd Biggest bet of 2024. Sorry if it came out differently
Best video made by you till Date. Thx for making such informative video. Kindly also share your watchlist of 8-10 companies in the next video. I am also invested in SG Mart from the last 3 months for long term. Kindly make a detailed video on NPST as I have this company in my watchlist but finding it difficult to invest on such PE. Let’s cover it in details with more Data & future potential. Also I am confused about DII decrease by 10% in recent time only. Thx 👍👍👍👍
Thanks boss! Yes NPST is a risky play. Their high PE is only because of their 100% yoy growth rate and guidance of another 100%, but 1 bad quarter we will sit it correct hard. So yes it is very very risky. I am taking a risk on that
![Retired & Travelling in Their 70s? [Living on Passive Income]](http://i.ytimg.com/vi/HxZ-6UQI6sg/mqdefault.jpg)
![ALLY - OH MY! [ REACTION ] 'Amarin Nitibhon' #ALLY_OHMY #ALLY #allynitibhon #แอลลี่](http://i.ytimg.com/vi/nX9qpHjVfbQ/mqdefault.jpg)
To Join my community for deep insights click here - th-cam.com/channels/dUEJABvX8XKu3HyDSczqhA.htmljoin
Basically the open offer price of SG Mart was not 450; after a 1:20 share split, the acquisition price was approximately 22.50. Following the acquisition at 22.50, the stock surged to 12,000 before undergoing the share split.
Yes ,this stock used upper circuit daily I had invested 10k as gamble at 3,000 made good amount of money the mentioned website before used to show irrigation projects but not any further detail ,before by the name was kintech renewable even if you google Khushboo Singhal u find anything . Stay away from this company
yes,that's right in October 2023 this group acquired each share at 305 rs and later in Feb 2024 this stock went to stock split and bonus i.e 1 stock to 20 stocks, So what Shashank said about the acquired price might not be correct. Please correct if I am wrong @ShashankUdupa1
We want this series to be continued once every quarter if possible 🥳
Max india is in spaces where margins are low (retail) or future of the businesses is bleak (oldage facilities)
NPST is software play, can be easily replaced
SG Mart is copy paste business, can't do well. Originals learn solutioning, copy pasters don't.
Copy paste nothing bro.. zomato was last but biggest them all… its execution that matters
Please share the list of all 15 companies (8 confirmed, 2 under considerations & 5 watch list)
Shashank, man your videos are spot on. And whatever you said is like digital gold.
A point to note is that the revenue per customer is more for SG mart compared to Ofbusiness
I believe SG mart hasnt started ops at a proper scale yet. They are still getting things ready. When it starts they will take off
Please analysis video on sun Pharma vs cipla vs torrent pharma vs mankind vs Dr. Reddy ? Which is best for portfolio as pharma share?
I brought this stock because Ashish Kacholia brought it at 440. There was no personal research involved. Blind trust if Kacholia invested, i should too. Then i digged deeper, and found out about their business. This video by you was a gods sign that I didnt make a mistake 😂😁
😂😂😂😂
Whch stock ur talking about
This stock? Which stock?
@@keshavabhargav1852 SG Mart
@@abhishekrao6075 Yes, the business is good + cash rich today + good management. Thats enough for me. now its only a game of execution
That Network People company is really good! Great find :)
Thanks for the research Shashank 👌🏻👌🏻
If Investment for 10+ years then Consider CDSL also & review…Any thoughts??
Great work Shashank, the only factor that needs to be taken into consideration is these platform service providers are dependent on steel providers like jsw steel and few others...so if raw material costs spike for these behemoths, the profitablity for these b2b providers may take a hit..but still futuristic long term vision...hope as an investor i too reap the benefits...
i didn't get it if jsw increases steel price for them they'll not pay from their own pocket they will also increase the price
Nope, so this is the beauty, SG mart has no raw material price risk. They work on negative working capital, and their inventory days are 30-45 days. So whatever they pick up from tata and jsw is sold off in 30-45 days. Thus reducing risk of inventory by a huge way
salute to your research shashank great man
Amazing insights Shashank , keep sharing your other bets as well 😁
Markets are falling daily what should we do right now if you have no money to avg
Thank you Shashank it will help..v.nice research ..done.
Add value to long-term wealth creation. Hat's Off!
Max india is not a good idea better invest in max healthcare
Why exactly? What's your rationale? Max India plans to encash on the old and rich of future and it seems to be quite a reasonable bet.
😂 Max India is a very good investment for the long term. I am already sitting on 50 percent profits and have been investing on dips
Max healthcare promoter holding is low
It's a hospitality business, never big. Hard to run.
@@ololo940 Good point but can't be seen as the only factor here. They are creating old age societies and the flats are sold out with safe gated environment. All west based ESG norms are well fulfilled by such companies. So they over a period attract a lot of big investors. One had to indeed hold for atleast a decade though but you are getting it for a good value as of now too.
Please also share your views on KPIT Tech, am sure lot of people are looking to hear from you on that
He had already shared about it in a video
@@rohitkhandelwal2894 oh
Can you share the video link pls?
Yeah same here
Here is a link to read - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/355
In short - EV slowdown in the world, mainly from EU players. KPIT revenue was mainly from EU. So there have reduced their guidance which indicates a slowdown. Its a cycle.
@@Mithu_ms07 aa
youre doing a great job man
SG Mart excellent find Sir. Gonna start investing in SG Mart right away
Love this kind of research.
NPST looks like a great bet but the PE is outrageously high. Unfortunately I thought same thing about KPIT but it kept growing with the high PE and I could never convice myself to buy, hence this time I'll take a bit of risk and start buying NPST.
Well NPST has a risk to it, its got a high pe because its growing at 100% yoy, and the guidance given for this year is also 100%. But 1 bad quarter and this stock will get punished. thats the problem with high PE stocks - Same thing happened with KPIT. But if you play the longer game 5-10y, then nothing matters much apart from fundamentals. PE is not relevant anymore
Ur reasearch is amazing 🎉
Fortis Malar Also Can Give 5-6 Times Return in Long Term Now its Market Cap is Around 100cr. Only..😊
Do you think any large companies would also foray into reaching sme businesses directly..? Can you also talk about risks associated with these companies.. i understand the long term horizon.
Yes, there are 2-3 players in the space, i would say Apollo + Havells is the large player today, but youl never know, tomorrow tata jsw can do it directly nothing stopping them
I will invest only in PP Waterballs, not these small companies like RIL, Adani etc. 😆
Tu Puri Zindagi PP Waterballs Ka Kaam Hi Karega 😂
I just have one concern regarding SG Mart, the Gupta duo gradually decreased their shareholding over the past few quarters
Great picks
Great research
thank you I am not investing yet but I get to learn something
Yes buddy, all this is for learning only. how i think of companies, how to do research and analysis
Great video! Learnt some ideas on how to think about smaller mkcp companies
Very insightful
What about happiestminds. I bought it when u recommended it @1450 now it is @762 . Should i keep it, buy more or sell it?
Shashank, man your videos are gem
SG Mart appears to have very exciting prospectd
Need more in depth analysis like this btw informative content of this video is class apart 👌
Thanks Sir
Shashank you are fantastic guy yaar....
Bro oxyzo charges 15% roi and 1% proc fee it is an nbfc and it is almost impossible for any nbfc to operate at 7/8/9% roi
Omg not SG MART, I DIDMT WANT ANYONE TALKING ABOUT THIS FOR IDK TILL NEXT YEAR OR SO.
Hehe
Isn't IndiaMart an already established player? how's this concept new
@@_Aarim India mart is like amazon just a marketplace, SG and OFbiz procure the material, handle shipping, inspection and provide loans
I have invested in Indiamart. Recently crashed a little. What was the reason and I am holding it for 10 to 15 years. Should I worry about this? Please reply @@ShashankUdupa1
What about companies like Pennar Industries which manufacters entire building in their factory and transport it. Are such companies not going to do well as the country grows?
Not sure Haven't done research on it yet
On Max india i have a slightly different view though ill be investing since its backed by Axis and Max healthcare...its another way of coining ' old age home '.. i suppose max india could be building these homes for premium segment of population and the future of this company could depend largely on family set up , independent private life , social stigma etc... Wait and watch approach here
So yes you are right,. How I saw it was - More nuclear families today, Next gen less willing to keep parents in their home, MAX dehradun property is luxurious and more coming up. Also there is a personal angle to it, my own grandmom is currently in an old age home and they charge 1L a month. Thats when i started researching the space. Btw they operate at full capacity, not maxindia but some local old age home
@@ShashankUdupa1parents itna sacrifice karte hai bacho ke bhavishya ke liye aur end mai result KYa dekhne ko mil raha hai jin bacho ke liye unhone itna kuch kiya uni ko Old age home bhej rahe ho, seriously! Mujhe yeh dekh ke daar lagta hai
Sir jsw steel also started online selling of steel .
thanks a lot for making this videos how to find a highly profitable multibagger stocks please bring next vidoen this sir
Hundreds of videos do exist in ytube
Thank you for update ❤
Some Commentary post about KPIT please
forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289
Crazy Analysis, love your video!
Thanks man
Thank you
"It's Softbank so of course they are overvalued" LOL
Any insights into Tata Motors?
Shashank... please let me know about Cochin Shipyard as a longer term investment
Thank you, Nice video
thank you so much
BAJEL?
What about this shashank?
Network People's PE is very high given its in I.T industry
Isn't IndiaMart an already established player? What's the difference b/w SG mart & India Mart
I think Indiamart is a portal like amazon and may not be directly involved in procuring materials like Ofbusiness and SG Mart. Kindly check.
Indiamart is more like an ecommerce player where you can list stuff, like olx. Ofbusiness and SG mart help in buying shipping lending etc
Great video Shashank! As always ur technical analysis is plumb. Wats ur take on parameters for when to exit an ipo following listing(if allotted😅)
Haha i dont play that game at all. I dont like it 1 bit.
Hi Shashank good evening
I have doubt
Are you betting
Max india Both in yours and your sons long term investment
Yes that is correct
@@ShashankUdupa1what is the-food based company that you invested in your son portrolio last time you mentioned in one video
@@niharcse Zomato bro. still have it, His PF has not changed much
You were bullish on Happiest mind once upon time but when the stock is consolidating for long time there is no commentary from your side.
shashank this is gold. thank you :)
Thanks man
you recommend KPIT, the results were good too but why has the stock fallen down?
Long term story is intact - you can read here good comments here - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289
not a great result
Bull market me bahut bolne wala athehai.
Bhai my long term picks are polycab kpit pricol redtape homefirst sbfc finance go fashion kindly analyse @@ShashankUdupa1
It was overvalued thats why it has fallen. It may bounce back at the current level or it will further drop to 1200.
Can Anyone know the first 2 bets please tell
Can u suggest a good longterm mutual funds sir
Quant Active fund - Direct is a good one.
Sg mart vs indiamart comparison please
Need more 6 bets please share we will wait for it
Would you make video if you change your mind about these stocks in journey ahead??
Yes I would be
@@ShashankUdupa1 Thanks and your views about kpit tech
What are your first two bets?
+1
Video to dekhlo Bhai
Komal Beedi & Harish Daaru
Pagal hai kya . Jhoot kyun bol raheho.. it was ..murgichap condoms.. and .. @@Goodman-wx4np
sir your view on Kpit plz😢
forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/355
Read this youll understand good knowledge here
Bataye hue koi bhi share buy karne layak nhhi haii abhi ..sab abhhi neeche ja Rhee haii wait perfect time to come buy.....😊😊😊
Show your holding genuinely. Just randomly talk is not worked
Sure you can check out my verified PnL - console.zerodha.com/verified/5b5b6b8f
With respect to the holdings will show it surely in the next video itself. You can check my max india holdings in another episode called my sons portfolio
but sg mart lacks user interface experience when compared to ofbusiness
Biz has not started yet on a full scale
Npst has a very high pe i guess wont be the right one
great video.
Sg mart great idea but risk
Summary pls
Pl share your view on hal
Thankamayil jewelery is going to fly
Yes all Gold stocks will fly for a year - Senco Thanga will have good growth
I want to work with you shasank
DELhIVERY 🚚🚚🚚??
Nope. Stay away from
@@ipsofactoraj whhhy really curious about this
@@KrishnaAhmed nature of business is based on wafer thin margins and the company does not hold any differential in the market. Low entry barrier to business. Anyone can do some part of what Delivery is doing.
Jyoti Structures Ltd
Do one video on how to pick and analyse the stock
1 ) What are point we consider while analysing a stock
2) Tools are analysing a stock
Shubham has already created video on sg mart and npst stocks
You have not created new things... Just copy and paste his thoughts in your video on financially free channel
Sorry bro i dont know who shubham is. I bought and found NPST now and not from shubham, Maybe he did find it earlier but thats a good thing i will follow him now.
@@ShashankUdupa1 no worries
Sorry for being rude
But I wonder how you have shared the same stocks which he has shared in his video 5 days back only
Shubham sethi
I am following you and him both and subscriber of both you so got confused
Anyways
Keep it up and please make videos on stocks which have low risk and have moat in their business and may have tailwind in sector so that we can analyse and start adding those now
I have started investing in stylam industry,
Raghav productivity enhancer, gujrat Themis and Titan bio
If you want please analyse from your end for next 10-15 yrs and add it in your portfolio
Shankar building similar business
Only npst is good
I am already invest 180 price 😅😅😅
already invested 😅😅
Great 👍
Hyundai
Damn bro how do u find companies like these
Lots and lots of time spent on screener
Super
What the 8 company
Max india ❌
Bet 1, Debt 59. I wont take this bet
This should be members only video. No extra perks for members. Disappointed
Perks for members are the posts not the videos. The members get deep insightful posts almost 3-4 posts every week where we also talk about the next big sectors. We spoke about Pharma and Gold in advance playing out and it did
@@ShashankUdupa1 This must be for all youtuber viewers, thanks for doing it😇
@@ShashankUdupa1 Agreed but some big information about your decision or portfolio or big changes should be informed early to members. Members and others are getting to know at the same time. One brief post should have been written 3 4 days earlier of the video release.
@@adanitrust But I am not running a front running operations that you can buy before everyone knows the name of stock. Thats not the reason of the community. Community is only for updates and any PF changes i do for example my Sons pf was changed I had updated in the community not in the videos. But I wont front run stock - Infact whenever i make videos i make it a point even i dont have stocks of that video and if i do i inform eveyrone i hold it
Tum invest Karo 😅
Hum hi kar rahe hai, wohi toh bata rahe the
@@ShashankUdupa1 Karo 🙏
What are the other 8 company stocks list you have shortlisted?
Slowly il reveal sir
@@ShashankUdupa1 Ok k thank you!
I thought you had released it
Give a like or reply if you plan on investing on the same stock after seeing Shashank invest in it!
Guys I guess he meant my 3 biggest bets in stock and not third biggest bet
Reason why i said 3rd is because I have spoken about Bet 1 and 2 in the past. Now talking about my 3rd Biggest bet of 2024. Sorry if it came out differently
No problem brother, love your content 💯🔥
@@ShashankUdupa1it did come out different tho
Best video made by you till Date.
Thx for making such informative video.
Kindly also share your watchlist of 8-10 companies in the next video.
I am also invested in SG Mart from the last 3 months for long term.
Kindly make a detailed video on NPST as I have this company in my watchlist but finding it difficult to invest on such PE. Let’s cover it in details with more Data & future potential. Also I am confused about DII decrease by 10% in recent time only.
Thx
👍👍👍👍
Thanks boss! Yes NPST is a risky play. Their high PE is only because of their 100% yoy growth rate and guidance of another 100%, but 1 bad quarter we will sit it correct hard. So yes it is very very risky. I am taking a risk on that
Why KPIT fell 13% today?
You can read it here - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/351
So that we can accumulate, Am I right @Shashank