Tracxn Technologies Ltd Price to book value 15.8(very very high). Stock P/E 34.6 .Industry PE 36.5 . Book Value ₹ 6.26 very less.........Mar 2023 net profit 24.50 cores to, Dec 2023 2.22 cores 90% profits gone Promoter holding 34.9 %
@@AkshayChandel-tc2sv new gen still rs 732 it is Stock P/E 48.2 Industry PE 36.6 ,but tcs at Stock P/E 33.2,infosys Stock P/E 28.5 you can think how overprice the newgen
Not only DIIs, even FIIs have reduced stake. Also, two major holders in public shareholders have sold almost 13% stake in last quarter. Not an encouraging sign at all. Promoter shareholding in 30s is too not very comforting. Present PE is also not very encouraging. May be I will consider if things improve or price falls significantly from here. Looks ok around Rs. 60 under present circumstances. However, micro cap risk remains a major factor.
You can't find a micro cap with all good parameters. U can track the company and increase your holdings with yearly performance of company as 1 or 2 qtr is not enough when sector has headwinds like chemical, nbfc, banking etc
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Exactly....never jump into a stock immediately after analysis....set a gtt biy order below 10 to 15% after the analysis by Sahil..... Analysis after results is too risky as analysis happens much after the qtly results are declared...too late, by the time you enter, people are booking profits.....you have no choice, either wait or exit...dark horses is all you get after entering....pathetic...
Dark horse stocks are NOT stocks that used to look like a horse or ones that are dark. The accompanying Analysis data is NOT a clarion call to jump in blindfolded right away either. You need to take a call, try and understand the business outlook and finally enter if convinced. No use blaming Sahil or any other person who shares such information
@@venbas2 not blaming Sahil or any other youtuber...Sahil is a genuine person no doubt about it...all I want to say is these analysis are oo late.... just sharing my experience..colour of the horses don't matter...lots of love and blessings...
@@nileshjain6648 sahil is doing wonderful work and he is a genuine person....just sharing my experience.....a late entry is advisable but a right entry matters a lot....lots of love and blessings...may all beings be happy...
Don't follow big investors.. they would have got the stocks at very low cost... I am in IT sector that low cost period is over.. i see USA employees Bill at avg 100 USD per hour but in India it's 50 USD.. 4 years ago it was 1/4 now it reaches 1/2..
Moat is not that so strong .. if big players plan to invest on these kind of business then there will be price war and lot of competition . Especially after generative AI it has become so easy to build solutions for a free of cost .. data is crucial here .. whoever gets hold of that data are the winners .. I would say it’s better to wait a few more quarters for sale progress .. I m wondering how they collect data from private companies? Do they buys or have a close network of partners?
I see one risk- other global companies in similar space like S&P, D&B can easily replicate the business. S&P has CRISIL to do it on behalf of them. Am I missing any moat of Traxcn?
There is a red flag which might not be impacting right now but in future might impact in a huge way like Byjus is ‘Employee reviews’ are really bad in every recruitment platform which shows the internal working culture is not good as of now.
I have invested heavily in renewable sector since 2021 5345 shares of tata power @120 4500 shares of IREDA @53 2500 shares of KPI Green Energy @455 3200 shares of waaree renewable @490 1000 shares of gensole engineering @350 Holding all these for the next 10-15 years. Renewable, EV, AI are my fav sectors for next 10-15 years.
IT company running at OPM of 4 to 6%.... its a disaster....slight head winds will kill this company.....even cash flow was negative.....plsss keep some integrity and don't encourage ppl to jump into these type of companies.....unsubscribing you for these type of analysis.....don't try to do front running....SEBI will track u down....
dude.. it is a SAAS tech company that was building the product since quite a while. also, their fixed cost are going to stay relatively consistent for the rest of their operations. if the fixed cost remains similar, and revenues keep rising, which they will, then margins would shoot up! this is the exact kind of fundamental analysis that can be found on this channel. and people like you think he's doing front running. besides he isn't giving any buy or sell call, he just presents his analysis. it is your choice to invest or not.
Promoter stakes are low because of early IPO before generating enough revenue. So basically they traded time with their own stakes. When I compared, I found tgeir charges to be on higher side compared to competitors. I dont know if it is for superior services or what but as they scale up their customer base, to keep competition at bay, they need to reduce price a little. Also, it will be good if we can inow how much are their services used around the world.
I don't able to understand how they'll make money by providing just financial information to VC. And how they'll earn revenue consistently. Does they have any source of revenue from which they can earn revenue even if they don't provide information to any VC.
Tracxn Technologies Ltd Tracxn Technologies Ltd Price to book value 15.8(very very high). Stock P/E 34.6 .Industry PE 36.5 . Book Value ₹ 6.26 very less.........Mar 2023 net profit 24.50 cores to, Dec 2023 2.22 cores 90% profits gone Promoter holding 34.9 %
Sahil: one word of advice. Ace investors like Mr. Ramdeo Agarwal and others always insist on checking who is the pilot of the aircraft, captain of the ship etc. in the case of Traxcn even the the founders have great academic degrees, their employee reviews speak not so great about work culture. Would that be a point of concern?
The market size is not taken into consideration in this analysis - one of the biggest reasons for any business to do well is the size of the market you operate in - Tracxn is operating in a really low size of market as people looking for private investments are very few
Sir - Your Veiws on Essar Shipping @29.65/- @ Low PE & High Volume’s. As Well On Asian Tiles - Strong Management Commentry - As Well Infra Boom Way Forward- Can We Venture @ CMP
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
@sahil - why Newgen is hitting lower circuit? Is it higher valuation and expensive stock hence seeing correction? Beaten down by 15% from its all time highs.
Hi sahil...Iam a strict follower of your content...Last week here in Goa ENERGY WEEK 2024 happened and that inaugrated and lead by Our PM .. Please do a video regarding Energy related companies which are getting benefit from this... Thank You
Sahil bro pls share your thoughts on polyplex now it tanked around 60 percent from high . I bought it for 1200 . Can I avereg now . What problem is happening in polyplex .
Sahil, I'm your great fan. Could you please cover on Olectra Greentech. This stock has given up 3X returns in 1 year. Yet again their quarterly results looks decent growth. Would like to know is a right time to take a new positions now ?
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Thanks for nice video. I had purchased some 400+ shares although at expansive. Valuation average Rs.111/ but not worried about some 4800+ negative and planning to increase holdings to 1000 gradually. I feel and trust your analysis and hope good returns in the long term. Thanks for this video.
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Sahil bro, please cover Ikio Lighting. After q3 result stock falling heavily. Please make video on ikio q3 result & company future guidance. Only Your analysis easy to understand. Please
It is observed that Elevation Capital, KP Global Fund and Seabright Ltd dumped nearly 17% of their holdings in the 4th Calendar qtr of 2023. Buyers are none other than common Retailers😢😢. That's why the stock rallied!!!There is nothing exciting, I think more HNIs and PEs will dump. And poor retailers will get trapped. Request Sahil for more inputs
Some how idon't know whenever I buy a stock major of investment in that particular stocks it doesn't have good return , for eg , 3 yrs before I had major investment on Sterlite @ rs 270 5 g boom holding as a investor , captial deployed with major losss , now again this tracxen , had a chunk investments again going like Sterlite , don't want book loss , but need to wait for a year , captial deployed with no returns .... Since don't have time to analyse ,having subscription every month to your Chanel , But i like ur reasearch and analysis , somehow not working for me
Please do your own research and study the stock and market situation. Never trust anybody's words blindly. Dont trust advisors like akshat stivatsa also.
I have 1700 shares of the company at cost of 83.30 and seen the price till120 + but now anxiety is High should I hold or sell .I need ur advice I understand the business of the company and faith in management but .. still I am little bit panicked
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
Sir kindly make video on polyplex promoter pledging..we will be pleased
Tracxn Technologies Ltd
Price to book value 15.8(very very high). Stock P/E 34.6 .Industry PE 36.5 . Book Value ₹ 6.26 very less.........Mar 2023 net profit 24.50 cores to, Dec 2023 2.22 cores 90% profits gone Promoter holding 34.9 %
Bhai newgen software analysis pls can I buy more ????
@@AkshayChandel-tc2sv new gen still rs 732 it is Stock P/E 48.2 Industry PE 36.6 ,but tcs at Stock P/E 33.2,infosys Stock P/E 28.5 you can think how overprice the newgen
@@luckkyuday what about kpit technologies and laurus labs is it good time to invest??
Not only DIIs, even FIIs have reduced stake. Also, two major holders in public shareholders have sold almost 13% stake in last quarter. Not an encouraging sign at all. Promoter shareholding in 30s is too not very comforting. Present PE is also not very encouraging. May be I will consider if things improve or price falls significantly from here. Looks ok around Rs. 60 under present circumstances. However, micro cap risk remains a major factor.
You can't find a micro cap with all good parameters. U can track the company and increase your holdings with yearly performance of company as 1 or 2 qtr is not enough when sector has headwinds like chemical, nbfc, banking etc
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Exactly....never jump into a stock immediately after analysis....set a gtt biy order below 10 to 15% after the analysis by Sahil..... Analysis after results is too risky as analysis happens much after the qtly results are declared...too late, by the time you enter, people are booking profits.....you have no choice, either wait or exit...dark horses is all you get after entering....pathetic...
Dark horse stocks are NOT stocks that used to look like a horse or ones that are dark. The accompanying Analysis data is NOT a clarion call to jump in blindfolded right away either. You need to take a call, try and understand the business outlook and finally enter if convinced. No use blaming Sahil or any other person who shares such information
Interesting suggestion bro
Thanks
@@venbas2 not blaming Sahil or any other youtuber...Sahil is a genuine person no doubt about it...all I want to say is these analysis are oo late.... just sharing my experience..colour of the horses don't matter...lots of love and blessings...
@@nileshjain6648 sahil is doing wonderful work and he is a genuine person....just sharing my experience.....a late entry is advisable but a right entry matters a lot....lots of love and blessings...may all beings be happy...
Don't follow big investors.. they would have got the stocks at very low cost... I am in IT sector that low cost period is over.. i see USA employees Bill at avg 100 USD per hour but in India it's 50 USD.. 4 years ago it was 1/4 now it reaches 1/2..
Sir please make a vedio on IKIO LIGHTING stock starts falling down....its break 300 support level ....what to do???
Traxcn Technology ❤. Better to purchase in 2025.
I think business is looking good and has growth potential adding little portion and increase it with quaterly results bases...
Yes, i am also waiting for correction, since I understood the business model of tracxn technology it's a asset light business model.
Waiting for FY25
Traxcn is highly expensive... overvalued
Moat is not that so strong .. if big players plan to invest on these kind of business then there will be price war and lot of competition .
Especially after generative AI it has become so easy to build solutions for a free of cost .. data is crucial here .. whoever gets hold of that data are the winners ..
I would say it’s better to wait a few more quarters for sale progress ..
I m wondering how they collect data from private companies? Do they buys or have a close network of partners?
I see one risk- other global companies in similar space like S&P, D&B can easily replicate the business. S&P has CRISIL to do it on behalf of them. Am I missing any moat of Traxcn?
There is a red flag which might not be impacting right now but in future might impact in a huge way like Byjus is ‘Employee reviews’ are really bad in every recruitment platform which shows the internal working culture is not good as of now.
I have invested heavily in renewable sector since 2021
5345 shares of tata power @120
4500 shares of IREDA @53
2500 shares of KPI Green Energy @455
3200 shares of waaree renewable @490
1000 shares of gensole engineering @350 Holding all these for the next 10-15 years.
Renewable, EV, AI are my fav sectors for next 10-15 years.
Karodpati
Bohut paisa yaar thumarabpaas😂
Tuchiya.. If le liya hota itta to comment krke TH-cam pr nai ata😅
You are next Basant Maheshwari
How about your ai ev stocks names list
Public holding is increasing and No operating cash flow except last year
Very Very good information about the company thanks 🎉🎉🎉🎉
Best analysis . Impressed. I’m going to accumulate slowly in SIP
Need a video on asian paints ,
Hi sahil, please cover Aeroflex industry
IT company running at OPM of 4 to 6%.... its a disaster....slight head winds will kill this company.....even cash flow was negative.....plsss keep some integrity and don't encourage ppl to jump into these type of companies.....unsubscribing you for these type of analysis.....don't try to do front running....SEBI will track u down....
He has lost his ethics 😅😅😅😅
dude.. it is a SAAS tech company that was building the product since quite a while. also, their fixed cost are going to stay relatively consistent for the rest of their operations. if the fixed cost remains similar, and revenues keep rising, which they will, then margins would shoot up!
this is the exact kind of fundamental analysis that can be found on this channel. and people like you think he's doing front running. besides he isn't giving any buy or sell call, he just presents his analysis. it is your choice to invest or not.
Promoter stakes are low because of early IPO before generating enough revenue. So basically they traded time with their own stakes. When I compared, I found tgeir charges to be on higher side compared to competitors. I dont know if it is for superior services or what but as they scale up their customer base, to keep competition at bay, they need to reduce price a little. Also, it will be good if we can inow how much are their services used around the world.
I don't able to understand how they'll make money by providing just financial information to VC. And how they'll earn revenue consistently.
Does they have any source of revenue from which they can earn revenue even if they don't provide information to any VC.
Tracxn Technologies Ltd
Tracxn Technologies Ltd
Price to book value 15.8(very very high). Stock P/E 34.6 .Industry PE 36.5 . Book Value ₹ 6.26 very less.........Mar 2023 net profit 24.50 cores to, Dec 2023 2.22 cores 90% profits gone Promoter holding 34.9 %
Is tracxan is AI sector stock ????
Incoming of AI is good for tracxan technology or not ????
Sahil: one word of advice. Ace investors like Mr. Ramdeo Agarwal and others always insist on checking who is the pilot of the aircraft, captain of the ship etc. in the case of Traxcn even the the founders have great academic degrees, their employee reviews speak not so great about work culture. Would that be a point of concern?
Please be cautious.. Gen AI will be a strong competition for these tasks..
Thank you for the inputs bayya
Very nice analysis.Can buy on dips to stay invested for longtime.🎉
The market size is not taken into consideration in this analysis - one of the biggest reasons for any business to do well is the size of the market you operate in - Tracxn is operating in a really low size of market as people looking for private investments are very few
@sahil bhadviya
Please post on NHPC
Please analyse polyplex and share ur views for long-term
Sir - Your Veiws on Essar Shipping @29.65/- @ Low PE & High Volume’s.
As Well On Asian Tiles - Strong Management Commentry - As Well Infra Boom Way Forward- Can We Venture @ CMP
FII are also selling, the data you have showed.
Tracxn has some serious competition from many companies like crunchbase. I don't this has been considered properly.
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Please make the video of TATA POWER
Rbi otp ko biometric se change karneka soch raha hai kya ye tanla ko impact karega plz reply
@sahil - why Newgen is hitting lower circuit? Is it higher valuation and expensive stock hence seeing correction? Beaten down by 15% from its all time highs.
Polyplex, ikio , campus manyavar alkyl Globus spirit pe video banao please ❤ please like guys
He already made on Polyplex Ikio n Globus Spirits. Check
Mein bhi kafi Time Se Campus,Globus Spirit mein Fasa hua hu
@@puneetgarg5798 Globus Spirit Started Moving Post FY Results. It was Up 8% on Friday. Hold
Please share your present view on Subex , which was analysed by you in previous
Thanks for the update bro..
Dear Sahil, Thanks for the video. Very useful analysis video.
Hi sahil.. what happen to our dark horse subex
It would be great if you can cover Aavas as well.
Please share the reason for IKIO falling..is something wrong with the company fundamentals?
Hi sahil sir
I kindly request you to throw some light on Globus spirits future after there below par performance in q3.
Sir,Newgen software down now why?
Thank you.. Sahil
Hi sahil...Iam a strict follower of your content...Last week here in Goa ENERGY WEEK 2024 happened and that inaugrated and lead by Our PM .. Please do a video regarding Energy related companies which are getting benefit from this... Thank You
Hi sahil Bhai .if possible pls make a video on Ikio lighting
He already made on IKIO. Check
@@kamaldeepbatra7499 after the results stock is down by 11 % .uske baad aaya hai kya video?
Please share your latest view on IKIO, why stock tanks, please help
Sahil bro pls share your thoughts on polyplex now it tanked around 60 percent from high . I bought it for 1200 . Can I avereg now . What problem is happening in polyplex .
Can i add CMP for longterm 🤔
Sahil, I'm your great fan. Could you please cover on Olectra Greentech. This stock has given up 3X returns in 1 year. Yet again their quarterly results looks decent growth. Would like to know is a right time to take a new positions now ?
Iam adding slowly..hope it will give good returns in longterm
Very nice analysis as usual..pl keep it up
18 PB.
70-75 might be a good entry price
Is PB ratio a good metric to use to evaluate technology companies?
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Any idea when tata metallic will reflect as tata steel in portfolio
Sir is there any video editor or web developer position available at your company.
Please let me know.
Please discuss about Tide Water Oil
Thanks for nice video. I had purchased some 400+ shares although at expansive. Valuation average Rs.111/ but not worried about some 4800+ negative and planning to increase holdings to 1000 gradually. I feel and trust your analysis and hope good returns in the long term. Thanks for this video.
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Can you pls throw some light on IKIO lighting as well?
Nice explanation sir about Trxcn.
Also timely. Thanks for your update.
Why promoters share reducing stake ..pls share your views
Sir kindly make video on polyplex promoter pledging 99% reason witb details
Sahil bro, please cover Ikio Lighting. After q3 result stock falling heavily. Please make video on ikio q3 result & company future guidance. Only Your analysis easy to understand. Please
Newgen falling can I add
Aap bhi Friday ko position le liye kya sir 😉
Sir pls details analysis websolar
AI may be a threat to business model. What is your opinion ?
Please explain about polyplex
Sir Please discuss polyplex..🙏🙏
Halved the price and nearish.. should have exit when Anil Singhvi said do
Sansera engineering lastest developments in company please do a video
Hi shahil, why ru not sharing IPO reviews..we are awaiting
Sir i am your follower I invested the newgen soft and 2.5X return and idfc first is 50% return Sir why falling the IDFC fist bank ,
Please give details of upl
White horse
How to find exported good from India and and popular chemical , Some one help me I am just beginner .
after your last video i bought at 120 .hope it will rebounce early.
It has posted another poor results and has gone to 85. Do you feel they have a future. My purchase is @110/ Shuld we buy more or exit@ loss.
Its corrected with 25% you can buy now and wait for March 25
They are with undisclosed debt
which is the company like Tracxn in US
It is observed that Elevation Capital, KP Global Fund and Seabright Ltd dumped nearly 17% of their holdings in the 4th Calendar qtr of 2023. Buyers are none other than common Retailers😢😢. That's why the stock rallied!!!There is nothing exciting, I think more HNIs and PEs will dump. And poor retailers will get trapped. Request Sahil for more inputs
The promoter holding have reduced from 50% after IPO to 35% at present.
No significant sales growth also post ipo.
Clean science, Sula are also good companies recommended by you
Tvs supply chain review analysis sir
Anil singhvi recommended
There is typo in Title
Plz make another video on Ikio lighting... Plzzz
Thanks I will track this
Brother, What about Max India
company spelling in title is wrong
Tracxn
Can you plz make video on Quantum AI?
Should make a similar video on ikio it has collapsed
This is a very good company - would be @ 4 digits by 2027
😂
Nice Sahil !
Some how idon't know whenever I buy a stock major of investment in that particular stocks it doesn't have good return , for eg , 3 yrs before I had major investment on Sterlite @ rs 270 5 g boom holding as a investor , captial deployed with major losss , now again this tracxen , had a chunk investments again going like Sterlite , don't want book loss , but need to wait for a year , captial deployed with no returns ....
Since don't have time to analyse ,having subscription every month to your Chanel ,
But i like ur reasearch and analysis , somehow not working for me
Please do your own research and study the stock and market situation. Never trust anybody's words blindly. Dont trust advisors like akshat stivatsa also.
I have 1700 shares of the company at cost of 83.30 and seen the price till120 + but now anxiety is High should I hold or sell .I need ur advice I understand the business of the company and faith in management but .. still I am little bit panicked
me too bro.. my avg is 108rs..🥲
Need to video on patanjali foods
Good stock, time to accumulate...
Hi sir, i have tracxn shares with the avg of 108rs, What should i do now. I bought this stock only for long term... in pov ! !! comming days is better to buy this stock for averaging or wait until come my avg price ? ??? kindly reply me sir?
Typo in the title it's Tracxn Technologies
thank yu❤
Please analyze varanium cloud
Kindly analyse protean e gov
Love you sir ❤
It can be good buy between 60 to 70. Till then wait.
Bro.. I have 100 quantity with avg of 115..😢😢 when it will reach my avg?
No issues, If it comes at 70 buy more 100
@@sachinbhandari4912 hahha ok
Please analyse HFCL