Excellent analysis bro! Just one point, if I remember correctly Kalyan and Senco also mentioned that there will be an impact of custom duty cut in Q3 as well as they have higher priced inventory as you also mentioned in Q2. That will probably impact their margins in Q3 as well. Please correct me if I am wrong.
Very nicely explained. Thanks a lot. But I have hardly seen any customers inside Kalyan Jewelers shop in Kerala and even in Gulf. I wonder how they show such profits.
@RAJARSHISHOME I have been noticing 3 in kerala for 10 years. 1 in Qatar for 7 years. Malabar jewellery is always full , mostly located next to Kalyan in most places.
Do you think there will be more correction in pn gadgil as the promotor will reduce stake to 75% so the supply of the stock will increase so that stock price may reduce, so it would be better to buy large quantity at lesser price
I really appreciate your analysis, not just in this video but consistently across all your content. One thing I feel could enhance your discussions is the inclusion of valuation aspects, as most of your focus tends to be on growth. Just a friendly suggestion-hope you don’t mind!
Bro pn gadhgil company bhut bdiya h lekin share kyu gir rha h 🤔 Ek baat aur bta do jb ap share buy krte ho jb tk gtowth acch h to ap hold kr ke rkhte ho
@@nimeshshroti5327 Is it low now? This is a way to kick retailer. PNG is growing faster than Titan, Kalyan and PC Jewelers and valuations from that perspective is actually low.
@@charispatel yaar agle se seedhe seedhe recommendation mangne se achcha hai micro finance par banaye video dekh lo. Agar aap lagatar kharaab hoti asset quality wale stock k is liye chiple rahoge k mera bhav aayega to bechunga, to paisa banne se raha.
Png ke baare mein itna aacha bataaya..... Then why share has fallen from 760 to 614.... You r missing something or not disclosing hidden point.... andar ki baat.. Plz reply
As per concall PN GADGIL 8000 cr sales to 9500 cr sales Only less then 20% sales growth Is it the reason that share price is going down to match the sales and margin in future Reply
but they will probably overdeliver. it is hard to do just 20 percent with the kind of expansion they are planning. could be a underpromise and overdeliver which could make good money if they do indeed overdeliver.
Monitor the volume closely. Given that it’s in Maharashtra, the price-to-earnings (PE) ratio is expected to be higher than Senco’s. With the next quarter anticipated to have higher margins and growth, a reversal seems imminent.
If pngadgil is really great, why it touched all time low market price ? There is something cooking or missing in the data pr analysis.
Maybe Equity dilution going on
It's a new issue. Earnings might have been bumped pre ipo. So investors might be factoring in that.
Because anchor investor can sell their stake after 1 month
Sirji, best video, I was searching for that..
Love you ❤
Thanks for your efforts and love ❤
Nice presentation 👌
Invested in senco.
Excellent analysis bro! Just one point, if I remember correctly Kalyan and Senco also mentioned that there will be an impact of custom duty cut in Q3 as well as they have higher priced inventory as you also mentioned in Q2. That will probably impact their margins in Q3 as well. Please correct me if I am wrong.
First class analysis, i enjoy and look forward to your videos
Very nicely explained. Thanks a lot. But I have hardly seen any customers inside Kalyan Jewelers shop in Kerala and even in Gulf. I wonder how they show such profits.
There are 252 stores across India. You have seen 2 at a certain time. I am sure you cannot take your observation as a sample.
@RAJARSHISHOME I have been noticing 3 in kerala for 10 years. 1 in Qatar for 7 years. Malabar jewellery is always full , mostly located next to Kalyan in most places.
The pe expansion is making kalyan costlier now in comparison of others.
Please come to Bangalore and see their Jaynagar store.Its like a fish market
@@masakuttan nice to know that
You put in a lot of hard work
Kudos
Do you think there will be more correction in pn gadgil as the promotor will reduce stake to 75% so the supply of the stock will increase so that stock price may reduce, so it would be better to buy large quantity at lesser price
Excellent information!!!
Excellent details analysis..
P n gadgil ne custom duty cutt ke loss isilye nahi liya kyuki inki inventory un hedged thi
What is your view on RBZ Jwellers or Sky Gold?
that's a nice watch. which one is it?
I really appreciate your analysis, not just in this video but consistently across all your content. One thing I feel could enhance your discussions is the inclusion of valuation aspects, as most of your focus tends to be on growth. Just a friendly suggestion-hope you don’t mind!
sir, please make a video on skygold
As u said
Madhusudan masala and Srivari spices
Vedio kab aayega sir
Sir December mein jwellery section ka workshop kijiye
Bro pn gadhgil company bhut bdiya h lekin share kyu gir rha h 🤔
Ek baat aur bta do jb ap share buy krte ho jb tk gtowth acch h to ap hold kr ke rkhte ho
Giraya ja raha hoga.. taki ek bar me bada maal utha len..
Valuations were too high. it was trading at 80-85 PE sometime back.
@@nimeshshroti5327Growth is there so it will remain high.
@@nimeshshroti5327 Is it low now? This is a way to kick retailer. PNG is growing faster than Titan, Kalyan and PC Jewelers and valuations from that perspective is actually low.
Bro should I buy png jwellers as share is falling continuously .what is the support
❤❤❤❤❤ very good Sar ji
My question is , why rbz didn't grow well in 10-15 years. What was the issue
Pl review SKY GOLD excellent results......i think best in the sector
Bhai Fusion Micro finance recover ho payega ya fir company bankrupt ho jayegi? Mere buy price se -62% down hai..loss book kar lu ya hold karu?
@@charispatel yaar agle se seedhe seedhe recommendation mangne se achcha hai micro finance par banaye video dekh lo. Agar aap lagatar kharaab hoti asset quality wale stock k is liye chiple rahoge k mera bhav aayega to bechunga, to paisa banne se raha.
Sir please make video on RBZ jewellers
Pn gadgil didn't got inventory loss because most products were not hedged.
All companies who got hedged with gold bank loan got inventory loss
Png ke baare mein itna aacha bataaya..... Then why share has fallen from 760 to 614....
You r missing something or not disclosing hidden point.... andar ki baat.. Plz reply
Yes I am hiding things there is huge conspiracy that I do not want to talk about 🤣
As per concall PN GADGIL
8000 cr sales to 9500 cr sales
Only less then 20% sales growth
Is it the reason that share price is going down to match the sales and margin in future
Reply
but they will probably overdeliver. it is hard to do just 20 percent with the kind of expansion they are planning. could be a underpromise and overdeliver which could make good money if they do indeed overdeliver.
Sir pn gadgil ka investor presentation kahi ni mil raha hai
Jwellery companies except Titan and Kalyan will not get lime lights but growth will be steady.
ଭଲ
Great bro 👍
Very nice
You have left sky gold 😢
Sky gold is into b2b business while the ones in this video are predominately into b2c
Kalyan jewellers ❤
PN Gadgil has been falling since IPO. What price would be right for entry according to you?
I feel sooner Sky Gold will take over
Monitor the volume closely. Given that it’s in Maharashtra, the price-to-earnings (PE) ratio is expected to be higher than Senco’s. With the next quarter anticipated to have higher margins and growth, a reversal seems imminent.
skygold concall discuss
❤❤❤❤❤❤❤🎉🎉🎉🎉🎉
Any miss in growth...heavy correction
applies to any stock in the world anxious hone ka kuch nei hai.