IT Stocks down 20%-35% - Right time to add IT stocks in FY25? IT sector Analysis
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- เผยแพร่เมื่อ 19 พ.ค. 2024
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IT Stocks down 20%-35% - Right time to add IT stocks? IT sector Analysis
#sahilbhadviya #itsector #stockmarket #fundamentalanalysis
Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
BUYING IT BEES SIR
Infosys and happiest mind bet for 10 years.. Infosys buying price 1376 and happiest mind 840..
Sahil most finfluencers say Indian IT is not that active in Gen Ai. If they are, then not getting business in short client not spending much as yet.. Your views??
what is the difference between 749/month package shown while clicking the join button and 4990/year package in the website?
is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
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Thanks Sahil.....excellent analysis. Appreciated your effort....
Thank You Sahil
Excellent Analysis Appreciated your Efforts
Thank u sahil for making this video
Very Informative ❤
Finally ur video convinced my to invest in IT stocks in this period... excellent example of PSU banks defence stocks....
Thank you Sahil Bhai for your efforts and information.
That part of excel sheet showing analysis of EPS growth and PE re rating was very good I learned something new ☺
Great informative and valuable video keep going sahil❤️🙏🏻
Thank you so much for valuable information
Thank you.. Sahil 💐
Awesome videos...Pressed the bell 🔔 icon, the moment u showed that 20 stocks in Excel...that shows your hardwork ❤🎉 👍
Thanks Sahil. Adding Nifty IT BEES on every dip.
*Very insightful contents, Your efforts r highly appreciated Mr Perfect!!!*
Sir, your presentation is really excellent. We are grateful to you.
Thanks a lot
Great analysis 👍👍👏👏
Nicely explained!
Very detailed vedio bhaiya....you have put lot if effort...thank you so much for enriching videos which are very educative and very helpful..Pranam
One idea is to start investing in an ETF that tracks IT companies. Eg: Nippon India ETF Nifty IT
Nifty IT is tracking top 50, most of the stock he mentioned are not in index
14%down
This video shows how much effort you have put it.
Thank you Sahil for everything 💕
Amazing information. Thanks
Excellent analysis bro..pls do similar analysis for chemical sector also..Thank you..!!
Great Analysis. More than that perfect timing to discuss about IT sectore and take the discussion. Definitely, it will help the retailers to take the discussion.
Thank you Sahil.
Very informative video,grt knowledge bro...keep it up
Very insightful. Thank you. 60% of my folio constitutes IT
Hi Sahil, Thanks l liked this video, to be honest waiting for this kind of IT sector analysis
Very good analysis 👏 👏
Advance congrats for 500k subscribers..
Keep up the good work...
TY
Excellent explanation
Thanks a lot, again a wonderful detailed explanation. Can you make similar comparison for other sectors like Chemical, Defence, renewable energy,🎉
Thanks 👍
Holding Infy, TCS, Wipro, Coforge, Mphasis, Mastek and Affle. Thinking about adding Bsoft & HCL. Not convinced by Zensar tech though due to its poor sales growth even though it’s available at mouth watering PE and Goldman Sachs are constantly adding this stock for a while now.
Thank you Sahil Bhai for your efforts and information.
I request you, please do some detailed video and top list of stocks on Semiconductor theme. I can see it will be big wealth creator in near future.
Excellent analysis!!
Very nice analysis.
Need same analysis for Bank and finance sector
It is nothing big. IT sector has fallen by 15%. So if u pick up now 20-30% returns are normal. This is usual swing trading. Now on can IT create consistent compounders? No.
Why ? Because this correction is less economical and more fundamental and structural.
Sir finally could I buy it company like Birla soft
sahil great analisys
Insightful
Analysis 👌🏻👌🏻👌🏻Thank you For Your Views 🙏🙏
Thanks Sahil. Your efforts are much appreciated. I have invested in Kpit, Newge, latent view, Happiest mind. I wonder like to add Kpit more.
Great stuff of information and clear explanation bro. I have been following you since long.
Can you please share the excel and also please do a dedicated video on how to create these sheets
Really liked your review of IT sector. Can you do such review of chemical sector as well. It would be really helpful
Value pick - Infosys
Growth pick - KPIT
Very much true 👍 good analysis of full It sector, thanks for giving right information 👍 👏👌👍
Thanks for your analysis 🎉
superb dear sahil 👍
Thanks Sahil
IT portfolio has ditched my profits by 40%. Now I will confine my IT portfolio to a maximum of 15% of my total investment.
Good that you have learnt lesson
Any sector will have bad time and good time and it's all about cycles.. it's not easy to regularly capture the growing cycle upfront so better to diversify but after some years you may even feel bad that you didn't invest more in IT stocks and that's how market works
Yes u r absolutely right... Few days agoAlready picked COFORGE, PERSISTENT, LTIM,LTTS, TATA TECHNOLOGIES AND INFOSYS.
Could you please provide your current view on Newgen tech??
GREAT INFORMATION FOR A LAYMAN IN COMMON SENSE TO UNDERSTAND
Is Tracxn good to continue... Seems to be weaker from qtr to qtr ... Eats out the opportunity cost
Loved this installment of yours.. very informative.. esply picking up the sector that hasn't given a run up.. keep up the good job
Great 👍
Superb
Good video , newgen was great investment opportunity as was at 16 PE even though profits were growing
Thanks to Sahil I added Newgen on watching his analysis and am sitting on handsome profit😊
@Sahil, I would like to join in weekly series. I have a question
Will you tell when you are exiting from a stock as you are discussing when you are taking entry?
Nice explanation.. same strategy i used for banking sector.. today banking sector trading at all time low pe ratio ..
and we know in this year we see a rate cut in interest rate by federal bank.. it push for more loan from bank.. and maybe soon rerating of pe will happen too..
Growth are there
Valuation are low.
Pe is low..
NPA is low..
Demand for loan increasing..
Capital expenditure by companies is increasing
I’m full bullish on banking sector.. ❤️
Plz make a same videos on FMCG and Financial Sector❤❤❤❤
Plss do make on chemicals stocks also
Thankyou
Holding small qtys of infy, HCL Tech, Sonata, Cyient, persistent sys,Tata Tech, KPIT Tech,Rate gain,Zensar in profits
Doing sip in it thematic fund for the past 2 yra
I sense Mr basant Maheshwari in your investing style. His book Inelligent investor is what you are summing umming uo sa when you talk about PE expansion and onctractionwith the example of the bull run.
I am sure Mr BMW has not invented mathematical tools and lingo which are being used in markets....whatever info is provided is just one of the many tools ..... Whatever u say someone has already said esp in TH-cam
And what about private banks ? HDFC, ICICI, Kotak all having PE around 18. Way way lower than their 5 year, 10 year median PE. Why not discuss this sector in next video bhaiya ?
Please can you make a similar video for consumer sector and finance sector
Pls analyse Space sector
Great
Please make same video on pvt banks too
Any view on QUESS corp which has a special situation of demerger which could be value accretive by unlocking ?
Great video.. Have seen enough videos, but how we can look at the PE and EPS and then comparing them for chossing the stock, what a great explanation 👍 👏
what about IT companies guidance and are these PE ok ?
Sir, I think you might have your own video about subex
Sahil sir top infrastructure road 🛣️ company par analysis video banaaiye ❤❤❤❤❤
Very good analysis. I am very optimistic about IT which will turn around soon and I am fully invested in it.
I'm purchasing ITETF currently to reduce the risk
Very deep and detailed analysis 👏
I bought HCL stocks 3-4 days ago, i hope it'll go up lol
Is AI improvement would affect indian IT sector?
Information and analysis mast h sir g
Only ONE IMPORTANT question! Should we buy IT stocks now or wait till 4th June and act later? What's your take on this?
Why Tanla platform not in your watch list ?
Ek time to khub bolta tha Tanla ke bare main.
Tanla business LL impact due to message system change.
Intellect Design is down lately for below exceptions results.
A video on banking sector
Expected a message whether etf or MFS in IT is good. If possible pls comment
I am investing in IT thematic fund
Pls analyse Auto ancillary sector
Pls analyse Pharma sector similarly
Can you please share tracxn Q4 result analysis
What will be impact of bricks currency on IT
What about investing in an active IT mutual fund along with an IT index fund.
hi sahil sir what is markbury
You should make separate video on Tcs, Wipro and infosys
I think Infosys is perfect to make position
Hi sahil. Can you explain about good luck and SKIPPER
Nice 👌 Bro.. can u share this EXLSHEET !🤝
Sir, can you please share the Excel file that you just showed please
Is it good time to accumulate ITBEES at this time
OFSS IS ALSO A GREAT BET BUT HAS NOT FALLEN MUCH TO