1. Getting a hunch that NPA numbers could be understated. What was the need to come out with a specific communication on NPA other than to support the stock price so that Mr Bhutada could sell high number of shares. 2. Management team is competent no doubt. After a couple of quarters of results and commentary stock may start recovering. The P/B multiples have corrected already.
Sir, really appreciate your views on this. i almost existed near 340-345, but this video gave me confidence and now portfolio is in positive. Thanks again.
Hello Sir, I want to join tomorrow's session at Pune but Not able to book. Unfortunately I was late to Book my seat. I am calling to your customer support no. but no one answering call. Please suggest how to join tomorrow's session..
Thank you for the clear explanation of Poonawalla Fincorp! The company’s strong performance, coupled with your timely videos, reinforces its financial stability. After watching your video, my conviction in Poonawala has doubled.
I am holding it from below 200 levels. Never thought that I will get chance to add at these levels. Adding on all dips. The stock may consolidate max for 6 months. Then it will take off and easily cross all time highs. Lovely analysis as always.
For any long term stock which has a growth visibility any correction should be taken as an opportunity. If people are looking at ten years then this correction should be welcome. And as market behaves in excesses, the stock can go down further and become more attractive for long term investors
हो सर एफ आय आणि डी आय दोघांची होल्डिंग वाढलेली आहे पब्लिक आणि प्रमोटर यांची कमी झाली आहे स्टॉक हा एवढा कमी किमतीला मिळणे हे खूप मोठी संधी आहे ₹500 स्टॉक असताना मी वॉच करत होतो आता तर खूप चांगलं व्हॅल्युएशन मध्ये मिळत आहे
Just to add Co is lkg good and long term compounder, it seems price were going high due to exception growth QtoQ now both growth and price both are trying to settle down for long term, in future this stock may give stable return of 15 to 20% for next 5 years at least, rest qtrly results need to be keep following thanks
Dear Parimal Sir, All Banks & NBFC are under profit taking and looking weak - Bajaj Finance the leader in NBFC is 20% of its 52 week high and not able to cross 7,000 in spite of good results & getting their app back from RBI restrictions. Poonawala currently commands a high PE of more than 25 & may come down further. L&T Finance is available at better valuation at current level.
Agree! The whole video, is more like poonawalla’s spokes person… rather than being neutral , why every reason is being taken as “it happens “ instead of accepting it all. Retail doesn’t impact the price much but investors do, and they do not follow this channel or model portfolio.
At the end of the day - BHAV BHAGWAN CHE .... when the all NBFC stocks are coming down - Poonawala will also come down, Mumbaiwala will also come down - Once this phase is over high quality stocks will definitely bounce back.
Earning remain good with asset quality. Stock price is down that’s why negativity. Even Bajaj finance hasn’t done anything despite good numbers over last 3 years. Banks and NBFC haven’t participated in this rally. Good returns are made only when one is able to see long term and take advantage of such periods. Live example is zomato when everyone wants to have it today and no one wanted to have this loss making company 2 years back.
The best part about some commenters on youtube universe is that they offer zero solution, zero knowledge, zero help but when it comes to ridicule someone they are full on! Truly Modiji needs to look into unemployment 😂😂😂😂
Just calculated SEBI data on F&O loss.. 78 lakhs traders lost 52000 cr in 2023-24 in F&O. It come out Rs 66,666/- per trader. Ie 5500 per month loss, or 300 per day loss ( if taken 20 day tradings day pm) us ke liye itna ho halla.. 2 min koi yeh moti calculation kar leta, Ab jo satta karne aaya hei uske liye 300/- per day ka loss ke liye itna hungama...
why are you justifying the downward trend of stock price the new management has proven track record and results are solid pls dont try to justify and loose your credibility
Now i can confirm, this company sucks. Q2 results are not just disappointment, they are betrayals. The provisions were in out of nowhere, no information, no disclosures, no gradual, sudden. Purely a lowballing decision, pro CEO , Anti investors.
Sir I'm holding 400 stocks at 470/- price. I invested my whole amount nearly 1.9 lakh. But now I'm in loss of 44k. This is the biggest mistake I did. But I don't know what to do. When to average if average how much quantity. But I'm from Andhara pradesh. I love watching your videos sir. Please reply sir. Thankyou so much for your contribution.
Don't worry. Hold it and avg on every 50 Rs fall. My summary is below Poonawala QOQ PAT is flat (after removing Q4 additional 41 cr income). Yoy pat growth 46% Opex to aum reducing. Its great that controlling cost. Gnpa 0.67% Roa 4.6 % Roe 14. Getting improved. Arvind kapil new md and ceo. Company achieved growth 35 to 40 % till fy 25 as per guidance. They target to grow aum 5 to 6x in next 5 years. They established models/ technology. Now they wants to scale it.
See the volumes from last breakdown.... all qty is picked up by operator in single spike in a day and then fall with low volumes... this shows weak hands dropping and operator galloping .... after all selling , stock will take u turn... this has been happening time ND again in all good quality companies... fear mongering and sudden fall and then spike
It will go down at the level of 200. High risk low profit. Is stock me risk lene ki jagah Zomato me risk lo. Maine sare sale kr diye around 45 k ka loss pr.
You r doing exactly like common retail investor who keeps hopping from one stock to other in order to make quick money.... zomato is sitting on ticking time bomb... it is volume business Game and stock is priced more than perfection... any slight disappointment in results from any angle and stock will free fall... any stock which is falling is not bad and any stock which is rising is not always good😊
@rajesh you did the right thing. What a thug. Out of blue, without any warnings or previous discussions, they added a provisions of 900 crores of npa. What a low balling to show that ceo turned company from loss to profit at a later stage. Pure thugs. No information to inv2stors at all.
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Waiting for the video on Poonawala Fincorp after result in 24th October 2024.
Curious to know about your views and path forward now.
Sir, please Can we expect video for poonawala fincorp Ltd about Q2 24 result.
disaster, fraud company
Very well explained about Poonawalla Fincorp. Now my mind is clear.
This is straight forward game of kicking out individual investors.
Poonawala fincorp is falling as I have brought it. 😅
Tho Bech de bhai ;-)
1. Getting a hunch that NPA numbers could be understated. What was the need to come out with a specific communication on NPA other than to support the stock price so that Mr Bhutada could sell high number of shares.
2. Management team is competent no doubt. After a couple of quarters of results and commentary stock may start recovering. The P/B multiples have corrected already.
Things changed after Q2
Very nicely explained...and very timely ....i m buying the dips in poonawalla and i m hopeful for growth in this stock from a long term. perspective.
Are you invested?
Addey ji is bar video ni banai apne😊
What is the holding pattern in Poonawala ??? This was not covered any reason.
Good analysis.......and it justifies a 👍
Thank you for all your videos, ppl may say a lot of things to you when market falls, keep your calm and keep doing the work you are doing.
Tysm sir for giving such detailed reasons
Jai shree krishna 🙏
Thank you
Sir, really appreciate your views on this. i almost existed near 340-345, but this video gave me confidence and now portfolio is in positive. Thanks again.
Again in red huh? I exited today with big loss
@@fvs1 added more yesterday at 290
Management has changed completely so it will take time to settle and progress.
Hello Sir,
I want to join tomorrow's session at Pune but Not able to book. Unfortunately I was late to Book my seat. I am calling to your customer support no. but no one answering call.
Please suggest how to join tomorrow's session..
Please give your views on Birlasoft
Sir I had 130 shares @RS. 405 What shall I do
Thanks for follow up video....
Thank u sir
Thank you very much for this video.
Thanks dada
Thanks for such detail analysis sir. Now i am comfortable😊
Thank you parimal Sir
Which is better Jio financial or Ponawala fin corp
Jio Finance from medium to long term perspective.
Jio like RPL
Thank you for the clear explanation of Poonawalla Fincorp! The company’s strong performance, coupled with your timely videos, reinforces its financial stability. After watching your video, my conviction in Poonawala has doubled.
He he he ....
Respected Parimal sir Today episode is very very very very very very very knowledgeable
Thank you 👍👍👍👍
Very knowledgeable ❤
Why are all banking stocks increasing their provisions by a huge percentage?
Credit access, ugro , sbfc , five star, poonawala etc ek comparison video banao please ❤u
Sir please make video on SBI cards
Very effective ❤
Sir upl ki video bna doo plzzz
Sir poonawalla fincorp ko loan book 10 lac cr, kaha se late ho eisa data, ya Hawa mai,
Wo HDFC ka baat kr rhe h... Dhyan se sun pehle.. Jisne kiya wo ab poonawala m aa gya h
@@burberry7353 bhag
Excellent👍
Thanks Sir.
I am holding it from below 200 levels. Never thought that I will get chance to add at these levels. Adding on all dips. The stock may consolidate max for 6 months. Then it will take off and easily cross all time highs. Lovely analysis as always.
Don't worry it will go below your buying levels as well ....then add....ok
I was paid memeber for more than 3 years. Stopped the subscription after some disappointment.
Thanks Parimalji for the update on Poonawala FinCorp.. I bought at very high Price so was worried 😟 after q1 results.
Kitne pe 500 ,500 ke bhav pe
It will go down below 100
Sir mere paas poonawala ke 500 share hai
Kya inko sale kar du
3 sal hold rakho
@@healyou4243 ok thanks
Hold minimum 2 year, mere pass bhi h 570 share 400 pe
Bhage te chor ki langot bhi mil gayi toh badi baat hai 😂
For any long term stock which has a growth visibility any correction should be taken as an opportunity. If people are looking at ten years then this correction should be welcome. And as market behaves in excesses, the stock can go down further and become more attractive for long term investors
हो सर एफ आय आणि डी आय दोघांची होल्डिंग वाढलेली आहे पब्लिक आणि प्रमोटर यांची कमी झाली आहे स्टॉक हा एवढा कमी किमतीला मिळणे हे खूप मोठी संधी आहे ₹500 स्टॉक असताना मी वॉच करत होतो आता तर खूप चांगलं व्हॅल्युएशन मध्ये मिळत आहे
Ho barobar
Just to add Co is lkg good and long term compounder, it seems price were going high due to exception growth QtoQ now both growth and price both are trying to settle down for long term, in future this stock may give stable return of 15 to 20% for next 5 years at least, rest qtrly results need to be keep following thanks
Psu stocks will give more returns in 3 months
Tata motors par video banao sir aaj results aaye hai
Good stock
Eagerly waiting for this video, thanks 👍
Jai sevalal 🙏
Dear Parimal Sir, All Banks & NBFC are under profit taking and looking weak - Bajaj Finance the leader in NBFC is 20% of its 52 week high and not able to cross 7,000 in spite of good results & getting their app back from RBI restrictions. Poonawala currently commands a high PE of more than 25 & may come down further. L&T Finance is available at better valuation at current level.
Sir, financial company ka P/B ratio dekhtein hai, not P/E
Just because this was your top 5 stocks you don’t need to be defensive - it’s ok we are all human - mistakes happen!
🤦♂️🤦♂️
@@ParimalAdesir plz ignore....😅😅
Agree! The whole video, is more like poonawalla’s spokes person… rather than being neutral , why every reason is being taken as “it happens “ instead of accepting it all. Retail doesn’t impact the price much but investors do, and they do not follow this channel or model portfolio.
At the end of the day - BHAV BHAGWAN CHE .... when the all NBFC stocks are coming down - Poonawala will also come down, Mumbaiwala will also come down - Once this phase is over high quality stocks will definitely bounce back.
@ParimalAde will the stock bounce back ?
Coast of borrowing is high so that NIM s affected highly
Sir, i believe whoever comes to your channel looks at stocks from 3 to 5 year view. So, all good.
please make a vedio on olectra green
one of the best pick for 5+ years holding
Definitely
What about now?
@@harshshah4916 even better pick for 5 yr time range
I am holding from 468
425 पे 1300 शेअर लिया है क्या करू
Hold for long term. Will break all time high
Earning remain good with asset quality. Stock price is down that’s why negativity. Even Bajaj finance hasn’t done anything despite good numbers over last 3 years. Banks and NBFC haven’t participated in this rally. Good returns are made only when one is able to see long term and take advantage of such periods.
Live example is zomato when everyone wants to have it today and no one wanted to have this loss making company 2 years back.
Ab ye choonawala fincorp ban gaya
Poonawala wont be bajaj finance.. they dont have that kind of morality...
NIM ka contraction har NBFC me hua due to High cost of borrowing
261 share by Kiya hai 382 rs kya karu
Aaj to 360 pe hai
Hold it atleast for 3 months
Hold for 4 years - it may touch 1,000
I bought @364.5 will hold for long term.
@@YogishMallya-t9wsirf double karne ke liye 4 saal kon rukega
The best part about some commenters on youtube universe is that they offer zero solution, zero knowledge, zero help but when it comes to ridicule someone they are full on! Truly Modiji needs to look into unemployment 😂😂😂😂
Equitas small finance kyu gir rha hai??
Bas result
@@rajendrachoudhary6923 till how much still go down??
What abt long term?
NPA provisioning
@@rajendrachoudhary6923 till which price still going down ??
@@PlasticSquare till which price still it will be go down??
Good for long term??
Just calculated SEBI data on F&O loss.. 78 lakhs traders lost 52000 cr in 2023-24 in F&O. It come out Rs 66,666/- per trader. Ie 5500 per month loss, or 300 per day loss ( if taken 20 day tradings day pm) us ke liye itna ho halla.. 2 min koi yeh moti calculation kar leta, Ab jo satta karne aaya hei uske liye 300/- per day ka loss ke liye itna hungama...
Sir SBI cards me kya kare??
SBI card mar chuka hai....
Kyuki aapne isko charcha me laa diya tha !!!
Tata motors result review
why are you justifying the downward trend of stock price
the new management has proven track record and results are solid
pls dont try to justify and loose your credibility
Now i can confirm, this company sucks. Q2 results are not just disappointment, they are betrayals. The provisions were in out of nowhere, no information, no disclosures, no gradual, sudden. Purely a lowballing decision, pro CEO , Anti investors.
Yahase upar jayega Poonawala fincorp......
Sir I'm holding 400 stocks at 470/- price. I invested my whole amount nearly 1.9 lakh. But now I'm in loss of 44k. This is the biggest mistake I did. But I don't know what to do. When to average if average how much quantity. But I'm from Andhara pradesh. I love watching your videos sir. Please reply sir. Thankyou so much for your contribution.
I hope you wont need this money in emergency situations. Dont worry, all will be well.
It will not go down at 337. If it reach 337 to 345 u can average it out. Quality stock
@@devanshawasthi973 Yes brother. I can hold 1 year
Don't worry. Hold it and avg on every 50 Rs fall. My summary is below
Poonawala
QOQ PAT is flat (after removing Q4 additional 41 cr income).
Yoy pat growth 46%
Opex to aum reducing. Its great that controlling cost.
Gnpa 0.67%
Roa 4.6 %
Roe 14. Getting improved.
Arvind kapil new md and ceo.
Company achieved growth 35 to 40 % till fy 25 as per guidance. They target to grow aum 5 to 6x in next 5 years.
They established models/ technology. Now they wants to scale it.
@@jigneshkumardevani3727 Thankyou so much bro. Very good analysis. So it's for long term.
500 ki purchase hai yaar
100 ke niche jayega
Magma fin. Vali bimari Poonavala mei bhi jaari hai. NPA gaDbad rahega.
Technically this stock is going to make ATH very soon
900 tak jaye ga 2025 me
Accha? 😂
Too long
The negative news will come after some time.
The price action don't lie
See the volumes from last breakdown.... all qty is picked up by operator in single spike in a day and then fall with low volumes... this shows weak hands dropping and operator galloping .... after all selling , stock will take u turn... this has been happening time ND again in all good quality companies... fear mongering and sudden fall and then spike
@@chetanmalhotra26 thanks for information....
Ye bhav vapis nahi ayega. CMP 360...
Likh lo....mal utha lo
It will go down at the level of 200. High risk low profit.
Is stock me risk lene ki jagah Zomato me risk lo. Maine sare sale kr diye around 45 k ka loss pr.
You r doing exactly like common retail investor who keeps hopping from one stock to other in order to make quick money.... zomato is sitting on ticking time bomb... it is volume business Game and stock is priced more than perfection... any slight disappointment in results from any angle and stock will free fall... any stock which is falling is not bad and any stock which is rising is not always good😊
@@chetanmalhotra26 Rajesh was right. Seems a fraud company after today's result
@rajesh you did the right thing. What a thug. Out of blue, without any warnings or previous discussions, they added a provisions of 900 crores of npa. What a low balling to show that ceo turned company from loss to profit at a later stage. Pure thugs. No information to inv2stors at all.
First like, first comment, subscribe
So far i have accumulated 21000 shrs...avg price arround 380....will buy more 9k on every 20 fall ....for next 5 to 6 years...😅😅
Lagey raho 👍🏻
Disappointed with this video, felt like a spokesperson from the company and not very neutral
Co band hone wali he bohat bada problm he
where tf u got they disburse 7000 cr this latest quarter? anything u blabbering
Thank you
Very knowledgeable ❤