Congratulations to ISRO team for the historic success of Chandrayaan3 mission. Also congratulations to the companies behind the mission: 🚀 MTAR Technologies: Made core parts of the Rocket engines and core pumps of Cryogenic engines required for take-off. 🚀 Larsen & Toubro: Made critical booster segments, did system integration and proof pressure testing for the Chandrayaan at its facility in Powai. 🚀Godrej Aerospace: Supplied hardware liquid propulsion engines and satellite thrusters 🚀 Tata Advanced Systems: Core manufacturer of Chandrayan 3’s Lander 🚀 Hindustan Aeronautics: Worked on development of lander and key mechanical support equipments 🚀 Bharat Electronics - Chandryaan3’s payloads 🚀 BHEL - Supplied 100th battery pack to ISRO for Chandrayaan 3 🚀 Mishra Dhatu Nigam (Midhani): Critical materials such as Cobalt and Nickel base alloys and special steel for various components. 🚀 Centum Electronics: Large component supplier - makes 300-500 electronics parts for each mission 🚀 Walchandnagar Industries: Supplied components for all 48 launches by ISRO till now 🚀Taneja Aerospace: Builds important structural assemblies for HAL and ISRO for their booster rockets. 🚀Electrosteel Castings: Supplied DI Pipes to the Satish Dhawan Space Centre, Sriharikota Additional material: www.indiatimes.com/worth/news/companies-behind-chandrayaan-3-successfull-launch-609360.html?
The best Guru dakshina is in the form of learning outcomes. Kunal has proven himself to be a true chhaatra to an enlightened Guruji. Kudos, both of you, and the team that works for you. Top quality output... As always
I hope you are taking a stab at that little homework I gave in this video at 11:00 To add a dash of motivation, the folks at Fisdom will be awarding a prize 🎁 (non-monetary) to the top 3 submissions You can email me your revenue analysis at hello@beginnersbuck.com latest by 13th of August and your responses will be evaluated by the research team at Fisdom for the process you’ve followed, the estimates made, the workings, the assumptions used and ofcourse, your final estimate of HAL's revenues for FY25 and FY26. This need not be long but please ensure your responses are organized & easy to understand .. and feel free to use text and a worksheet to make your point. I am also enclosing some additional material & research reports that can help you with your analysis: ‣ Defence Report by Fisdom Research: www.fisdom.com/research/defen... ‣ Latest concall transcript notes by ICICI Direct (May 2023): www.icicidirect.com/mailimage... ‣ HAL Analyst meet PPT (May 2023) : www.bseindia.com/xml-data/cor... ‣ Research Report by Way2Wealth (Jun 2023): www.way2wealth.com/Reports/RR... Wishing you the very best!
Namaskar ... 🙏 Good one ... Timely required one ... Pubic contribution to defence sector ... Deposit in our country Defence sector is very big satisfaction for patriot ... and also wealth creation for our country and secondly to us also ... Jal Hind .... 🙏 Bharath Maatha Ki Jai ...🙏
Hi Shankar, Subject: 1. "Understanding Mutual Fund AUM: Initial Investment vs. Total Value" 2. "Exploring Arbitrage Funds as Potential Liquid and Low-Risk Emergency Funds" 1. When we look at the AUM (Assets Under Management) for a fund, does it represent the total money invested by everyone, or is it the current value of all investments? For example, if a fund's AUM is 1 Crore and it grows to 2 Crore next year without new investments, is the AUM the initial 1 crore invested or the total value of 2 Crore? 2. Can arbitrage funds be used as new liquid/emergency funds due to their low risk and equity tax benefits, if we keep the money there for the lock-in period/exit load period, typically 1 year? Thanks for helping me understand! Best regards.
Hello: 1) 2 crores is the AUM of that fund now 2) Apologies, I don't have an opinion on this. Personally, I don't look at taxes or returns when tagging an "emergency fund". For me, immediate pullout of money is most important as waiting for 2 days for redemption in times of emergency is not an ideal scenario Hope this helps.
Hi Shankar, the content as usual is fabulous and with each video the quality of your content is increasing....kudos for that. I also read through the fisdom report which again is an insightful one. I'm now planning to enroll for one of the programmes of fisdom. Meanwhile I was intrigued by the order book and backlogs of BEL, is there a website or platform where we can source such info...im sure it is a game changing info for any serious investor. Thanks once again for the effort you are taking in bringing this video to us. All the best!
Thank you for your kind words and appreciation, Santhosh. The order book and backlog information is gathered from two sources: a) the earnings transcript that's published every quarter and b) research reports from brokerages (where the analyst typically does a read out of the previous transcripts and the financial statements). You are right, as an investor this is very good information. I have half-a-mind to start a membership program that can compile a lot of this information that's floating around, analysing it and to present it (in text format) for the keen investor. I'm not sure though, how many people will want it in this format? Most might be interested in the sought after format - "tell me what to invest in?"
Hi Shankar.. thumbnail, your presentation and your video contents are great !!! Please make video on effect of central elections on stock market in India..
I follow lot of channels for my edu, no one explains like Shankar, hence I look Forword for upcoming videos. Also i am surprised to observe low subscription compared to the quality.
@@shankarnath How can I invest thru you or "with your stock ideas " for long term. Risk mine, but do you provide any advice service or any other way I can benefit from your vast knowledge on stock ideas?/ or review of my portfolio for a fee?
@@sreekumar86 I don't do either of these, Sreekumar. I am focussed on education & thats where I am at peace (not exactly as my current occupation is a stressful one). Yeah, and that's that - I don't want to take in additional stress with fund management and incidental activities for now. There is still a lot to do in the teaching framework.
Great insights, informative research. Can we have a more analysis on Paper industry, fmcg industry, AGROCHEMICALS OR FERTILISER INDUSTRY, textile industry.❤
@@shankarnath Done! Content also equally good. Btw .. out of curiosity who provides the idea for the thumbnail and intro? is it own or your creative team ?
Cool. Thanks for the Super Thanks! So far, it's been me in terms of topic selection, research, script and thumbnails. Even when it comes to editing, I have to give a PPT to the freelance editor with every frame decided (generally this comes to 90-110 slide PPT; can't help it as the editor doesn't understand finance or wont know how I want the end product to come out) .. so it's really hard work. Thanks to the association with Fisdom, I have started to use the services of a freelance researcher who can help me with the material for some of the videos. This video was a 1st in that direction.
@@shankarnath I have been following you from ET Money times and happy to see the growth in your channel, hope to see you soon in 1M subscriber Finfluencers group! Also one suggestion - increase the drama bit more :) to speed up subscriptions! We Indians love theatrics a bit more than others :)
You're not entirely right about HALs Tejas orderbook and revenue recognition. Out of 40 mk1, over 25 have been delivered. Rest in progress Rest of 43 mk1a will start delivery from Feb-24. Mk 2 order has not yet been placed and it is still in development. So the revenue recognition has started as of early 2022.
Hello, I went with what the HAL management said in the latest earning call. The delivery schedule was explained in page 7 of the PDF -- hal-india.co.in/Common/Uploads/DMS/TRANSCRIPT_17052023_new.pdf .. by the CFO, Mr. CB Ananthakrishnan. Maybe I misunderstood him; thank you for sharing your insights.
I like your way of presentation. But an in depth analysis of the stocks like that in Indian Investor channel will take your subscriber count a long way. I know I’m giving a free advice.
![CAMPปลิ้น | EP.83[1/2] เปิดแคมป์หลอนต้อนรับ 2 ตัวพ่อแห่งวงการผี!](http://i.ytimg.com/vi/2uPuHYHgwiI/mqdefault.jpg)
Congratulations to ISRO team for the historic success of Chandrayaan3 mission. Also congratulations to the companies behind the mission:
🚀 MTAR Technologies: Made core parts of the Rocket engines and core pumps of Cryogenic engines required for take-off.
🚀 Larsen & Toubro: Made critical booster segments, did system integration and proof pressure testing for the Chandrayaan at its facility in Powai.
🚀Godrej Aerospace: Supplied hardware liquid propulsion engines and satellite thrusters
🚀 Tata Advanced Systems: Core manufacturer of Chandrayan 3’s Lander
🚀 Hindustan Aeronautics: Worked on development of lander and key mechanical support equipments
🚀 Bharat Electronics - Chandryaan3’s payloads
🚀 BHEL - Supplied 100th battery pack to ISRO for Chandrayaan 3
🚀 Mishra Dhatu Nigam (Midhani): Critical materials such as Cobalt and Nickel base alloys and special steel for various components.
🚀 Centum Electronics: Large component supplier - makes 300-500 electronics parts for each mission
🚀 Walchandnagar Industries: Supplied components for all 48 launches by ISRO till now
🚀Taneja Aerospace: Builds important structural assemblies for HAL and ISRO for their booster rockets.
🚀Electrosteel Castings: Supplied DI Pipes to the Satish Dhawan Space Centre, Sriharikota
Additional material: www.indiatimes.com/worth/news/companies-behind-chandrayaan-3-successfull-launch-609360.html?
The best Guru dakshina is in the form of learning outcomes. Kunal has proven himself to be a true chhaatra to an enlightened Guruji. Kudos, both of you, and the team that works for you. Top quality output... As always
Thank you! Glad you liked it
I hope you are taking a stab at that little homework I gave in this video at 11:00
To add a dash of motivation, the folks at Fisdom will be awarding a prize 🎁 (non-monetary) to the top 3 submissions
You can email me your revenue analysis at hello@beginnersbuck.com latest by 13th of August and your responses will be evaluated by the research team at Fisdom for the process you’ve followed, the estimates made, the workings, the assumptions used and ofcourse, your final estimate of HAL's revenues for FY25 and FY26.
This need not be long but please ensure your responses are organized & easy to understand .. and feel free to use text and a worksheet to make your point.
I am also enclosing some additional material & research reports that can help you with your analysis:
‣ Defence Report by Fisdom Research: www.fisdom.com/research/defen...
‣ Latest concall transcript notes by ICICI Direct (May 2023): www.icicidirect.com/mailimage...
‣ HAL Analyst meet PPT (May 2023) : www.bseindia.com/xml-data/cor...
‣ Research Report by Way2Wealth (Jun 2023): www.way2wealth.com/Reports/RR...
Wishing you the very best!
Namaskar ... 🙏
Good one ...
Timely required one ...
Pubic contribution to defence sector ...
Deposit in our country Defence sector is very big satisfaction for patriot ... and also wealth creation for our country and secondly to us also ...
Jal Hind .... 🙏
Bharath Maatha Ki Jai ...🙏
Glad you found it useful 🙌
Hi Shankar,
Subject:
1. "Understanding Mutual Fund AUM: Initial Investment vs. Total Value"
2. "Exploring Arbitrage Funds as Potential Liquid and Low-Risk Emergency Funds"
1. When we look at the AUM (Assets Under Management) for a fund, does it represent the total money invested by everyone, or is it the current value of all investments? For example, if a fund's AUM is 1 Crore and it grows to 2 Crore next year without new investments, is the AUM the initial 1 crore invested or the total value of 2 Crore?
2. Can arbitrage funds be used as new liquid/emergency funds due to their low risk and equity tax benefits, if we keep the money there for the lock-in period/exit load period, typically 1 year?
Thanks for helping me understand!
Best regards.
Hello:
1) 2 crores is the AUM of that fund now
2) Apologies, I don't have an opinion on this. Personally, I don't look at taxes or returns when tagging an "emergency fund". For me, immediate pullout of money is most important as waiting for 2 days for redemption in times of emergency is not an ideal scenario
Hope this helps.
हमे आज़ादी मिली खडग बिना ढाल ये पिछे रखा ये बहुत खूब
Awesome content Shankar, I'm your fan. This content deserves lot more views and likes.
Thanks a ton. Glad you like it
The thumbnail and top gun part is 🔥🔥🔥
Thank you!
Your thumbnails are amazing ❤
Thank you!
Shankar Sir Your Editing Skills are 🔥 Content is even Better!❤
Thank you so much 😁
🙏🙏
Sir aapne to Firing he kar diya ..fnatastic knowledge.
Thank you!
Whoa! What a scream of an entry Shankar ❤
Thank you! 🙌
Hello Shankar , I really like your work.. thanks for enlightening our knowledge 😊
It's my pleasure. Thank you very much for your kind words & appreciation
Superb content
Thanks!
Great video .. keep u p the great work ...Thanks
Thanks for watching!
Very well explained..thanks
Glad it was helpful! 🙌
Hi Shankar, the content as usual is fabulous and with each video the quality of your content is increasing....kudos for that. I also read through the fisdom report which again is an insightful one. I'm now planning to enroll for one of the programmes of fisdom.
Meanwhile I was intrigued by the order book and backlogs of BEL, is there a website or platform where we can source such info...im sure it is a game changing info for any serious investor.
Thanks once again for the effort you are taking in bringing this video to us.
All the best!
Thank you for your kind words and appreciation, Santhosh. The order book and backlog information is gathered from two sources: a) the earnings transcript that's published every quarter and b) research reports from brokerages (where the analyst typically does a read out of the previous transcripts and the financial statements).
You are right, as an investor this is very good information. I have half-a-mind to start a membership program that can compile a lot of this information that's floating around, analysing it and to present it (in text format) for the keen investor. I'm not sure though, how many people will want it in this format? Most might be interested in the sought after format - "tell me what to invest in?"
That will be great, if you can compile such valuable info. It will be a herculean task though...I'm in already as a member 😀@@shankarnath
The first visual itself needs a 👍
TO AI
Thank you!
Hi Shankar.. thumbnail, your presentation and your video contents are great !!!
Please make video on effect of central elections on stock market in India..
Thank you for the appreciation and for the suggestion. I'll add it to my content queue
I have Hal and bel both... should I hold it for long ... Please reply..
Thumbnail is Zordaar.. looks like Tom Cruise..👏👏
True❤😂
Video sound is low from your side. Although, content is fantastic!
We need a follow-up video and introduce a new area of investment
I follow lot of channels for my edu, no one explains like Shankar, hence I look Forword for upcoming videos.
Also i am surprised to observe low subscription compared to the quality.
Glad you are finding good use of my videos and the content. Thank you!
@@shankarnath How can I invest thru you or "with your stock ideas " for long term.
Risk mine, but do you provide any advice service or any other way I can benefit from your vast knowledge on stock ideas?/ or review of my portfolio for a fee?
@@sreekumar86 I don't do either of these, Sreekumar. I am focussed on education & thats where I am at peace (not exactly as my current occupation is a stressful one). Yeah, and that's that - I don't want to take in additional stress with fund management and incidental activities for now. There is still a lot to do in the teaching framework.
Thanks
Thank you Deepesh for this kind gratuity and for your appreciation!
Great insights, informative research. Can we have a more analysis on Paper industry, fmcg industry, AGROCHEMICALS OR FERTILISER INDUSTRY, textile industry.❤
Thanks for the suggestion
Thank u sir🎉🎉🎉, Sir please do follow up videos on defence sector stock.
Most welcome
Shankar ji, You have got very good acting skills and screen prrsence is top notch. 😂
So nice of you. Thank you very much :)
Lovely intro and even 100x better than that content. Kudos
Thank you very much!
Gratitude:-)
What about Zen technology Sir?
Hey Sankar.. time to give hike to your Thumbnail creator.. 😊
He creates his own thumbnails😅
Hi Deepesh, pls use the "Super Thanks" button for expressing your gratitude. I can assure you the entire amount will go to the thumbnail creator
@@shankarnath Done! Content also equally good. Btw .. out of curiosity who provides the idea for the thumbnail and intro? is it own or your creative team ?
Cool. Thanks for the Super Thanks!
So far, it's been me in terms of topic selection, research, script and thumbnails. Even when it comes to editing, I have to give a PPT to the freelance editor with every frame decided (generally this comes to 90-110 slide PPT; can't help it as the editor doesn't understand finance or wont know how I want the end product to come out) .. so it's really hard work. Thanks to the association with Fisdom, I have started to use the services of a freelance researcher who can help me with the material for some of the videos. This video was a 1st in that direction.
@@shankarnath I have been following you from ET Money times and happy to see the growth in your channel, hope to see you soon in 1M subscriber Finfluencers group! Also one suggestion - increase the drama bit more :) to speed up subscriptions! We Indians love theatrics a bit more than others :)
Jai Hind 🇮🇳
Jai Hind 🙌
A big question is, what will happen if there is a change of government in 2024?
You're not entirely right about HALs Tejas orderbook and revenue recognition.
Out of 40 mk1, over 25 have been delivered. Rest in progress
Rest of 43 mk1a will start delivery from Feb-24.
Mk 2 order has not yet been placed and it is still in development.
So the revenue recognition has started as of early 2022.
Hello, I went with what the HAL management said in the latest earning call. The delivery schedule was explained in page 7 of the PDF -- hal-india.co.in/Common/Uploads/DMS/TRANSCRIPT_17052023_new.pdf .. by the CFO, Mr. CB Ananthakrishnan. Maybe I misunderstood him; thank you for sharing your insights.
All credit goes to modi
I like your way of presentation. But an in depth analysis of the stocks like that in Indian Investor channel will take your subscriber count a long way. I know I’m giving a free advice.
Thanks for the suggestion