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Akshat, thanks for the video, was looking forward to you analysis in this sector, I would say it’s better late than never. Would appreciate if you could pick some more good stocks in this sector which is the hardest thing I believe as of now as the entire sector is on a bull run. I would think little big of technical analysis should be included while selecting since this is a trending sector and most probably will not go down soon. So, sometimes in this case of trending sector I would call rather than sentimental sector price action along with fundamental and order books plays a role in rally. Looking forward to some more stock analysis in this space from your side
Rocking those NVDA, PALANTIR, TSLA, and APPL shares. Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000.
For the average Joe, the short-term profit tactics are fairly demanding. In actuality, professionals with extensive knowledge and skill sets are able to execute these deals with the majority of success.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
My CFA Annette Christine Conte a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Akshat doesn't disappoint. it's obvious that things are not improving. I'm looking at high-yield dividend stocks. Selling 200k worth of stocks is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
@@Angelavaldess I also think everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
@@Jaymilnere The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $480k into 33,000 in quarterly dividends using one, a major milestone.
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
2 or 3 reasons for you to make this video 1) Promote your course-offerings & membership in your Hatch 2) You are stuck with your investments in the Defence Stock at high-levels and are looking to liquidate by finding greater fools who will buy now & help you exit. 3) You are paid by someone to take leverage your 'influencer' status as of now to affect stock-price tp help some others exit. Tell me if I am wrong.
I’d be interested to see the performance by dividend income for all of these players vs the S&P 500. Considering the soaring inflation, how can I possibly safeguard and grow $350k cash reserve into a 7 figure ballpark for the next 2 years?
Considering diversification is excellent. Now might be a good time to consult a financial advis0r for expert advice and seize opportunities in this volatile market.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
I made 200% total returns from zomato, paytm, hdfcbank, hdfc Amc from his advice, profit alone is 3.5L in a year. It's funny to see people who dont do investing and criticize others🤣
@@DhrumilShahDOTin but my friend, what is the time value of money you are getting here?? HDFC Bank hasn't moved in last 4 yrs almost, this means that the money invested has not given you any return in last 4 yrs, while the inflation grown at 7-8% every yrs...now think about it.
Akshat Ji , Incidentally Honourable Prime Minister touched upon this subject in his today’s Independence Day speech. He mentioned that over the past years India has started exporting defence items. There used to be a time when India used to import weapons and artilleries a lot. But now the situation is changing. I think the government is going to increase their expenditure in defence sector in order to boost the exports.
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
Cutting the long story short, Akshat's hedge fund has bought positions on Apollo micro systems. Now he wants you to buy it and take it up by another 5-10% ❤😂
Defence as a sector is now fully discovered, the train has left the station. The research is sound, but a tad late, the same in 2022 would have been a game changer. The long term gestation period, broken supply chains, geopolitics, and far right or nationalist policies will give this sector a long runway. Those who are invested hold on and average up, and anchor this to the portfolio. Fresh investments are suggested on IPO route. Earnings of defence stocks are extremly complicated, and diclosures on order inflow are opaque sighting national security. The volatility in prices is also very high, and only those who can stomach big moves, hold through will make money. Been in defence for the past 10 years, and pivoted to overweight over last 3 years.
Now watching this video I can 100% guarantee there will be people commenting that Akshat is late to the party as the defence sector has already exploded (pun intended) Now the thing is Akshat and a lot of sensible investors only invest in fundamentally strong companies with decent valuations which includes me as well. We dig up too much into the fundamentals which is good to a certain point. But right now as we enter a different era altogether, I personally believe that the above investing style has to change a bit. Everybody is online now, too much data available, everything is technology driven, sentiments changing frequently. A portfolio should have a segment for "sentiment driven " companies in which one should just overlook the fundamentals. Imagine having 3 lakhs in fundamentally strong stock with decent valuation and waiting for 2 years to finally get a 10% return while a purely sentiment driven stock can double or triple your mere 15,000 /- investment (which you can afford to lose) and your investment can turn 2x, 3x in the same span of time. It is important to follow the sentiments as well as a fundamental investor. This bull market taught me to change the investing style as I have also missed the infra & defence rally because I was too busy studying the financial statements and was too much concerned about the valuations.
Great point brother. Will surely look into this style. All the points are valid. But it's also about the STCG vs LTCG sentiments could be washed out short term if I am not wrong.
Not only delayed investing in defence stocks, made blunders investing in Manali petro, Amruthanjan, HDFC etc etc...still in kindergarten in stock market. Please don't mislead your followers
This is the time to invest in finance sectors like banks and NBFC. Now PE of Nifty bank near to all time low. And From sept 2024 chances of rate cut starts in USA and India. It will help for NBFC more cpmared to banks becouse of NBFC dont have CASA issues......
Dear Investors, please be very cautious in your investment decisions. Capital Protection is more important than to get trapped in such shares with losses and hoping to turn green one day.. apollo microsystems is currently trading at 85 PE. Highly unlikely it can get 2x from here in 1 to 2 years. Better to take position when it comes to 80 Rs level as it is too pricy to enter now. Further it is micro cap stock and it can fall 10% per day on bear market and in volatile market conditions.
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
@@Mahindrank-w6k I dont see this a good business at fair price rather I see it as fair business at high price. I see better opportunities than this script available today in indian equity.
This was really informative tysm ! loved how you explained how to do fundamental analysis of defence stocks. We can analyse so many other stocks like this 👍
Another point is spending on defence it must not only valued percentage of GDP but also we should consider the territory area to compare with other countries
The fact that neighboring countries are facing turmoil as a reason for investing in defense companies is not a good strategy, indias defense equipment in many areas are outdated and the spending needed is to refresh our equipment.
I noticed that a few people don’t entirely agree with Akshat, and that’s perfectly fine. I believe Akshat is doing a great job by sharing his own perspectives. However, if you have specific disagreements with his points, please provide constructive feedback rather than comments like 'you’re flipping every week.' For example, I personally didn’t invest in Zomato because I don’t see it as a profitable business over the next 10 years, and I also don’t prefer Swiggy. Instead, I chose to invest in HDFC Bank, Kotak Bank, and Bajaj Finserv, as I believe these are undervalued and profitable businesses. Everyone should have their own perspective in the stock market-if you don’t, it’s better to stay out. Otherwise, you risk losing money in the long run and might end up blaming others instead of yourself.
To the people who is shouting negatively. To be frank this guy is not recommending you to buy defense stocks rather he teaches you how to understand the industry. Before this video, do you know about foreign risk, trade receivables or anything about apollo microsystems? His moto is not to make you rich rather he guides to how to understand stock market. Being contrary to his idea is different. But you guys just spreading hate here.
market is full of regret and new opportunities. yeah we missed rally in defence, railways , enrgy and psu . but i will learn new perspective from akshat sir
NSE::Apollo Working capital intensive (Inventory days + Receivable days) is of 564.74 days Though the company is reporting repeated profits, it is not paying out dividend The Stock is trading at P:BV of 5.65 times, above its 5 years average of 2.83 The Stock is trading at PE of 85.21 times, above its 5 years median of 37.86 The Stock is trading at EV:EBITDA of 35.53 times, above its 5 years average of 22.00 The Company has low ROE of 5.80% The Company has low ROCE of 10.78%
Hey SIR i had been watching your videos since 2021, i am not as much experienced as you. But In some point i totally agree with you and in some case i am not. I earned a good money in HDFC ZOMATO ANGEL ONE CDSL KPIT UJJIVAN VENUS and lose in stock like ADANI GOVT BANKS SBIcard. And my point is that for my profit or lose i am not praise or blaming anyone. All i want to say Dont make these types of video many viewer respect you as well as your advice.So why you are playing such bet like this. just read your comment section how your viewer reacting. Are you want PUMP-AND-DUMP. This is what i felt. 😐😐
When Defence Sector has started showing sign of weakness after a insane bull run for 2 years, now Mr. Akshat is giving us recommendation. No wonder these guys sell their soul for money.
The research on defence stocks and defence sector should have been done by you four years back. Its too late to cover defence stocks now. The defence spending in India had already started going up right after the Balakot Air strike in Pakistan.
DCX looks pretty good in this space only the quarterly result was a bit of a damp squib. Slightly better but higher PE Dynamatic looks good. Both serve defense aero and auto space Wonder who the encryption companies are Cant wait LT Defence will get listed- if ever
Great ! Many of us already setting the strategies for handeling market wrt sentiments & their candle chart patterns. If along with fundamentals & technicals if we add that, it will be better. I already *added more & increasesed* my inputs in MO Def. MF today afternoon. (your opinion seconded it👍, will add more at another appropriate levels) Big *BUT* though - (As I mentioned in my earlier comment,) HAL & Mazgaon Dock SY are ahowing abnormal spikes that are *BEFORE their Q1 RESULTS* (Current currections would have brought its value at an *appropriate levels* (2667 & 3049 resp.) ? Or may be lets just wait & watch. Average inputs are already given. (30% reserves may help further)
NON SEQUITUR YEAH yesterday upcoming crash, today defence bet , tomorrow bullish about financial stocks, some how have to move the channel 😂, just a jest, have learnt from you regarding stocks and financial,,
@Akshat Srivastava the defence stocks have risen majorly because of order book and not just on sentiments so your analysis to shift your investment thesis based on sentiments is not a good way just to invest basis what is trending
I am not in favor of stopping pension as Govt doesn't pay same as Private sector, they pay considering pension liability so ultimately it's like PF portion employer deduct and deposit it for future expenses so the stopping pension is not correct
What about mazgaon dock. Cochin ship and others. Analyse them early . Else u will say after 2yrs that u nissed these. U always relied more on hdfc bank only. And actuall missed tge big rally of different sectors. Defence auto railways other psu which r running crazy sinnce 2 years. Only speaking English speaking like micro and macro environment doesn't work in stock mkt mr akshat
Mere bet hae DCX ka upar company is just started to do business. Thought DCX has only one major client Israel but long run par muje lagta hae uar upar jana wala hae. Moreover it got order of 1200cr from L&T. So i guess its good
After watching his earlier videos i got impressed, though nevee followed him for stock purchase (fortunately😂). As per him earning money is like baya hat ka khel. After sometime, i realised hinglish main bahot jadya bakawas karata hai. And now people also realised the same thing.
You are. Never late, it is just beginning of defence export, both domestic and export will go 10 times, just problem is very large money chasing few stocks out of which most are PSU will are not performing much, indian will be in top 5 exporter in world
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
HAL is building AMCA, a 5th Generation Fighter Jet. Why dont you consider ongoing R&D. 5th gen fighter is no joke. If HAL builds it, it will be King. And india is increasing its inventory in Warships and other NAVY empowerment strategies. And Cochin shipyard is the main base in india for ship building. How come you missed these details ?
I had initially planned to invest in Apollo Hospitals' stock, encouraged by its strong performance. However, due to a recent family medical emergency, I have spent considerable time at Apollo Hospitals and observed the following: 1. The hospital is overcrowded with excess staff. 2. Staff members often engage in conversations with coworkers rather than attending to patients. 3. There is a noticeable lack of supervisory oversight. 4. The overall ambiance of the hospital has deteriorated. 5. Staff are not well-trained and lack full knowledge of their tasks. Given these observations, I have decided to pause my investment in Apollo Hospitals, as I now have concerns about their future performance. I believe this decision is reasonable considering the potential impact these operational issues might have on the company's long-term success. What is your opinion?
Due to multiple global conflicts and movement towards multipolar world, I already invested in defense stocks a few months ago and got good returns. Right now investing in defense stocks would not be much beneficial.
U studying defence stocks now after they ran up 150-400%. Ex. Hal, Bharat Dynamics, BEL, Mazagoan , Garden Reach Shipbuilders, Cochin Shipyard……. INSEAD 😂😂😂😂😂
@AkshatShrivastava have you used our defence equipments , or you have taken an opinion , so aap directly mat bolo ki low quality and all , stick to the point of defence companies
Just to give u perspective how late Akshat is considering defensive sector. Hdfc defence MF haa stopped accepting lumsum and its only 3000 cr AUM. There are limited options 20 stocks i think and all all overvalued zone. I just excited defence stocks last week and akshat posted this today.
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
I'm not as successful as you Akshat. One thing is tru for everyone, when you make a mistake accepting it as you did is something really not everyone can do, only people will guts do that. Secondly people with smaller brains will get started with demotivating comments, to overcome these is again a greater thing that not everyone can do. Like you work. You are a good teacher.
That ship has already sailed .. but proxy play is more sensible.. companies like TII is good proxy play ... They have track record with reliable management
The most undervalued sector is pump sector Why? If there is another pandemic or whatnot, clean drinking water is essential Pump companies moving to defence as well especially in ships Solar pumps is now a new trend Please look at all the stocks under pump sector, crazy prices and most of them have split now like roto pump ksb wpil
I can see a lot of negative reviews in the comments section. I think as an investor your goal should be to learn and understand your risk profile and investing strategy. Akshat as an investor will make mistakes, even Warren Buffet does, till date. Don’t try to demean him to being too late for investing. Take it as an opportunity to invest at the right time. Market fluctuates, you will get chances during unjustified pessimism, these videos will be applicable then. It’s a long term game.
He is late to party because of his disdain to Modi and BJP. He made democracy in danger during election time with very similar script to Dhruv Tattee. I know his disdain to Modi , stringent regulations on crypto purchase and tax, stringent regulations on Foreign Remittance to purchase assets outside, removal of Tax benefit from Mauritius FDI which was used by many wealth managers and HNIs like him for Tax Evasion
Hello Akshat, a very nice video. Really appreciate it. Had a quick question, need to know why has HDFC Defence stopped taking more clients when the defence sector was doing very good and they were the only company with the defence sector fund? Please let us know when you get a chance. Thanks.
@@Heman11-2 Every individual has a right to make his own investment decision as long as there is some thought process put behind buying and selling decision. I can't tell any individual get into or get out of stock market. It is his money and not anybody else money he is investing
Defense, infrastructure and manufacturing are politically moticated stocks and should only be acquired in small quantities for a very long term investent like 15 to 18 years. Dont buy Defense, infrastructure and manufacturing if you cannot hold it for atleast 15 years.
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have some dignity, just yesterday you mentioned of a 20 percent correction
Sahi baat hai bhai
Akshat, thanks for the video, was looking forward to you analysis in this sector, I would say it’s better late than never.
Would appreciate if you could pick some more good stocks in this sector which is the hardest thing I believe as of now as the entire sector is on a bull run. I would think little big of technical analysis should be included while selecting since this is a trending sector and most probably will not go down soon.
So, sometimes in this case of trending sector I would call rather than sentimental sector price action along with fundamental and order books plays a role in rally.
Looking forward to some more stock analysis in this space from your side
I appreciate you reaised it.
Akshatji,
Your analysis is more politically motivated.
And in between the jargons you use is far from actual facts.
Please don't do linear analysis.
Rocking those NVDA, PALANTIR, TSLA, and APPL shares. Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000.
For the average Joe, the short-term profit tactics are fairly demanding. In actuality, professionals with extensive knowledge and skill sets are able to execute these deals with the majority of success.
Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advsor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
My CFA Annette Christine Conte a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
pls how can I reach this expert, I need someone to help me manage my portfolio
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thanks, i did a quick web search and i found Sharon, i hope she responds to my mail.
Akshat doesn't disappoint. it's obvious that things are not improving. I'm looking at high-yield dividend stocks. Selling 200k worth of stocks is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
The economy and stocks are two different things these days.
@@Angelavaldess I also think everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
@@Jaymilnere The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $480k into 33,000 in quarterly dividends using one, a major milestone.
@@Higuannn I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
@@Higuannn I curiouslyy looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
HAL, Appollo Micro Systems, BEL
Yes, all good & are at their *higher valuations yet* Need to wait.
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
@@Mahindrank-w6k yeh bhaisahab har comment pe yahi copy paste kar raha hai .. bro grow up
@@Mahindrank-w6k are you a personal assistant of this content creator? you are doing a good job. keep it up.
Thank you for saving time. I am not investing in these anyway, but saved time watching the video nonetheless.
2 or 3 reasons for you to make this video
1) Promote your course-offerings & membership in your Hatch
2) You are stuck with your investments in the Defence Stock at high-levels and are looking to liquidate by finding greater fools who will buy now & help you exit.
3) You are paid by someone to take leverage your 'influencer' status as of now to affect stock-price tp help some others exit.
Tell me if I am wrong.
apollo micro systems is being promoted by lot of youtuber nowadays
@@sunny7875-q6n You're Right Bro! Akshat told about bank stocks now and then. the same story here
He did the same with Cerebraint and Delta Corp
You 1000,% correct.he is thinking all of us fools
@@chakabcd dude used to only bullshit about defence stocks and ab this
I’d be interested to see the performance by dividend income for all of these players vs the S&P 500. Considering the soaring inflation, how can I possibly safeguard and grow $350k cash reserve into a 7 figure ballpark for the next 2 years?
Considering diversification is excellent. Now might be a good time to consult a financial advis0r for expert advice and seize opportunities in this volatile market.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Personally, I get guidance from *Marissa Lynn Babula* and most likely, the internet should have her basic info
Curiously copied and pasted her name on the web, her site came up at once, she seems highly professional and well matched for the job.. thanks for putting this out
@@benitabussell5053Maria Angelina Alexander I really appreciate her efforts and transparency.
how many youtubers accept their mistakes so openly. Love you Akshat!
prof has woken up..just 2 years late🎉
😂
Atleast he have the knowledge to understand. So tell me how many crorees you made in stock market.
Paisa doobane ka correct time.. abhi kitna correct hoga ye Baba hi bata sakte hain
Ghanta professor…completely dependent on you tube views for dal roti
It's ok, he has made tons of money in other stocks as well
One thing I have to appreciate is that you openly accept your mistakes...it needs guts and correct attitude to do that...kudos to you Akshat...
You are too late for the defence sector rally.. don't make videos just for the sake of views
Exactly 😅
Paisa doobane aa gaye ye.. as usual.. Kch din pahle tak ye pani pee pee ke kosh rahe the.
Right 😅
Don’t watch
@@dhruvalpatel2856 then don’t post on social media!
If you start studying something then it’s time to exit these stocks 😂
I made 200% total returns from zomato, paytm, hdfcbank, hdfc Amc from his advice, profit alone is 3.5L in a year. It's funny to see people who dont do investing and criticize others🤣
True 😂😂
True
Then why are you watching?
I agree ! Check out his analysis on Vedanta , getting into defence now , is insanity
Akshat got money and promoted Remedium lifecare share at 70 Rs but the share is down to 9 Rs
So, finally you found something better than HDFC Bank to invest😂😂😂
😂😂😂
@@chetantiwari3764 awesome comment 😂
Also better than Rajesh exports😂
HDFC still better tha this over valued stocks - matter of time when FII will start buying HDFC like stock going to rally
@@DhrumilShahDOTin but my friend, what is the time value of money you are getting here?? HDFC Bank hasn't moved in last 4 yrs almost, this means that the money invested has not given you any return in last 4 yrs, while the inflation grown at 7-8% every yrs...now think about it.
Akshat Ji , Incidentally Honourable Prime Minister touched upon this subject in his today’s Independence Day speech. He mentioned that over the past years India has started exporting defence items.
There used to be a time when India used to import weapons and artilleries a lot. But now the situation is changing. I think the government is going to increase their expenditure in defence sector in order to boost the exports.
Vauld is gone. WazirX is gone. Next what?
Vested
Adani enterprises is gone..
@@bikermustafa90nhi woh toh abhi bhi hai😂
You forget LAXMI NFT
Sbi
0:32 Thank goodness you accepted! Better late than never !!!
Wow, I need to sell my defense stocks now. Every time he recommends something, the exact opposite happens. He is the exact opposite of Nostradamus.
😂
😂
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
@Mahindrank-w6k are you a personal assistant of this content creator? you are doing a good job. keep it up.
Cutting the long story short, Akshat's hedge fund has bought positions on Apollo micro systems. Now he wants you to buy it and take it up by another 5-10% ❤😂
I had invested in BEL and Data Pattern 2 years ago. Made a lot of returns, but my amount was less and I regret it.
Defence as a sector is now fully discovered, the train has left the station.
The research is sound, but a tad late, the same in 2022 would have been a game changer.
The long term gestation period, broken supply chains, geopolitics, and far right or nationalist policies will give this sector a long runway.
Those who are invested hold on and average up, and anchor this to the portfolio. Fresh investments are suggested on IPO route. Earnings of defence stocks are extremly complicated, and diclosures on order inflow are opaque sighting national security.
The volatility in prices is also very high, and only those who can stomach big moves, hold through will make money.
Been in defence for the past 10 years, and pivoted to overweight over last 3 years.
Now watching this video I can 100% guarantee there will be people commenting that Akshat is late to the party as the defence sector has already exploded (pun intended)
Now the thing is Akshat and a lot of sensible investors only invest in fundamentally strong companies with decent valuations which includes me as well. We dig up too much into the fundamentals which is good to a certain point.
But right now as we enter a different era altogether, I personally believe that the above investing style has to change a bit. Everybody is online now, too much data available, everything is technology driven, sentiments changing frequently. A portfolio should have a segment for "sentiment driven " companies in which one should just overlook the fundamentals.
Imagine having 3 lakhs in fundamentally strong stock with decent valuation and waiting for 2 years to finally get a 10% return while a purely sentiment driven stock can double or triple your mere 15,000 /- investment (which you can afford to lose) and your investment can turn 2x, 3x in the same span of time. It is important to follow the sentiments as well as a fundamental investor.
This bull market taught me to change the investing style as I have also missed the infra & defence rally because I was too busy studying the financial statements and was too much concerned about the valuations.
Very very well said
Balance is key! Whether it’s fundamentals vs sentiment based stocks or troll vs rationale folks like you!
Great point!
Great point brother. Will surely look into this style. All the points are valid. But it's also about the STCG vs LTCG sentiments could be washed out short term if I am not wrong.
This is realisation...😂😂
@@prithviraj_Equitywala You have learnt a lot but still following the wrong influencer
Not only delayed investing in defence stocks, made blunders investing in Manali petro, Amruthanjan, HDFC etc etc...still in kindergarten in stock market. Please don't mislead your followers
ye page,hul,HDFC...sab ko chipka diya
Add Asian paint
HDFC bech de bhai main kharid lunga
True
Let's come back to you when HDFC really starts moving
The best play to participate in defense sector is via defence index investing the future of defence in next 5 years is intact
He criticised Paras and the next day it hits upper circuit😂
Iit has now been on steady decline
This is the time to invest in finance sectors like banks and NBFC. Now PE of Nifty bank near to all time low. And From sept 2024 chances of rate cut starts in USA and India. It will help for NBFC more cpmared to banks becouse of NBFC dont have CASA issues......
Dear Investors, please be very cautious in your investment decisions. Capital Protection is more important than to get trapped in such shares with losses and hoping to turn green one day.. apollo microsystems is currently trading at 85 PE. Highly unlikely it can get 2x from here in 1 to 2 years. Better to take position when it comes to 80 Rs level as it is too pricy to enter now. Further it is micro cap stock and it can fall 10% per day on bear market and in volatile market conditions.
Rightly said. Let it come *at least to June low supports. (actual trend supports are still below it)
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
@@Mahindrank-w6k I dont see this a good business at fair price rather I see it as fair business at high price. I see better opportunities than this script available today in indian equity.
@@Mahindrank-w6k are you invested much in this company?. I can see your frustation :)
This was really informative tysm ! loved how you explained how to do fundamental analysis of defence stocks. We can analyse so many other stocks like this 👍
I already have all 3 stocks you discussed
But thanks for boosting confidence
Another point is spending on defence it must not only valued percentage of GDP but also we should consider the territory area to compare with other countries
The fact that neighboring countries are facing turmoil as a reason for investing in defense companies is not a good strategy, indias defense equipment in many areas are outdated and the spending needed is to refresh our equipment.
I noticed that a few people don’t entirely agree with Akshat, and that’s perfectly fine. I believe Akshat is doing a great job by sharing his own perspectives. However, if you have specific disagreements with his points, please provide constructive feedback rather than comments like 'you’re flipping every week.' For example, I personally didn’t invest in Zomato because I don’t see it as a profitable business over the next 10 years, and I also don’t prefer Swiggy. Instead, I chose to invest in HDFC Bank, Kotak Bank, and Bajaj Finserv, as I believe these are undervalued and profitable businesses. Everyone should have their own perspective in the stock market-if you don’t, it’s better to stay out. Otherwise, you risk losing money in the long run and might end up blaming others instead of yourself.
It is not just crisis. Hindus are being targeted in Bangladesh. Please quote that point with out any fear.
Thanks for making the video just 15 mins. Ideally must not exceed 10-12 mins. As always content was gold.
Thank You for detailed Analysis
To the people who is shouting negatively. To be frank this guy is not recommending you to buy defense stocks rather he teaches you how to understand the industry. Before this video, do you know about foreign risk, trade receivables or anything about apollo microsystems? His moto is not to make you rich rather he guides to how to understand stock market. Being contrary to his idea is different. But you guys just spreading hate here.
@@bharathdeva8849 nahin bhai hum log to unpadh they is video se pehle .. sare gyaan ki prapti isi ekmatr video se ho gayi hai
I have HAL , Mazgaon , Premium explosive and going to hold next 3-5 year .
Now that he has put up a video it's time to exit
@@kannans7558 , yes you are correct .
Book krle Bhai I booked ta 110%
market is full of regret and new opportunities. yeah we missed rally in defence, railways , enrgy and psu .
but i will learn new perspective from akshat sir
NSE::Apollo
Working capital intensive (Inventory days + Receivable days) is of 564.74 days
Though the company is reporting repeated profits, it is not paying out dividend
The Stock is trading at P:BV of 5.65 times, above its 5 years average of 2.83
The Stock is trading at PE of 85.21 times, above its 5 years median of 37.86
The Stock is trading at EV:EBITDA of 35.53 times, above its 5 years average of 22.00
The Company has low ROE of 5.80%
The Company has low ROCE of 10.78%
Apollo Microsystems have gone up more than 10 times since COVID. It has undergone split too
Thank God i am not holding any one of the three stocks he has discussed. Exit Folks. Whenever he discusses a stock it means that its time to exit.
You are too late on this man.
Hey SIR i had been watching your videos since 2021, i am not as much experienced as you. But In some point i totally agree with you and in some case i am not. I earned a good money in HDFC ZOMATO ANGEL ONE CDSL KPIT UJJIVAN VENUS and lose in stock like ADANI GOVT BANKS SBIcard. And my point is that for my profit or lose i am not praise or blaming anyone. All i want to say Dont make these types of video many viewer respect you as well as your advice.So why you are playing such bet like this. just read your comment section how your viewer reacting. Are you want PUMP-AND-DUMP. This is what i felt. 😐😐
Video's objective is not investor education.. But viewership revenue for the channel 👌👌👌😂
Very superficial.
When Defence Sector has started showing sign of weakness after a insane bull run for 2 years, now Mr. Akshat is giving us recommendation. No wonder these guys sell their soul for money.
Mazdock revised target price ICICI securities on 17/08/24 : 1165 😂
77.0 % discount to CMP : 4965
The research on defence stocks and defence sector should have been done by you four years back. Its too late to cover defence stocks now.
The defence spending in India had already started going up right after the Balakot Air strike in Pakistan.
DCX looks pretty good in this space only the quarterly result was a bit of a damp squib. Slightly better but higher PE Dynamatic looks good. Both serve defense aero and auto space
Wonder who the encryption companies are
Cant wait LT Defence will get listed- if ever
Great !
Many of us already setting the strategies for handeling market wrt sentiments & their candle chart patterns.
If along with fundamentals & technicals if we add that, it will be better.
I already *added more & increasesed* my inputs in MO Def. MF today afternoon. (your opinion seconded it👍, will add more at another appropriate levels)
Big *BUT* though - (As I mentioned in my earlier comment,) HAL & Mazgaon Dock SY are ahowing abnormal spikes that are *BEFORE their Q1 RESULTS*
(Current currections would have brought its value at an *appropriate levels* (2667 & 3049 resp.) ?
Or may be lets just wait & watch.
Average inputs are already given. (30% reserves may help further)
Please let us know once you start buying on Defence ...
Buy Recommendation of stock means time to sell.
Good analysis
Your videos are always very informative and in depth analysed
I invested in Paras defence a year back after chandrayaan launch. It nearly gave me 100% return in a year.
Indian defence ministry has ordered 21000 crore Sukhoi engines from Russia and HAL will manufacture them
NON SEQUITUR YEAH
yesterday upcoming crash, today defence bet , tomorrow bullish about financial stocks, some how have to move the channel 😂, just a jest, have learnt from you regarding stocks and financial,,
yes akshat exactly indian govt will have spend on defence bcoz we are surrounded by countries like china and pakistan
@Akshat Srivastava the defence stocks have risen majorly because of order book and not just on sentiments so your analysis to shift your investment thesis based on sentiments is not a good way just to invest basis what is trending
I am not in favor of stopping pension as Govt doesn't pay same as Private sector, they pay considering pension liability so ultimately it's like PF portion employer deduct and deposit it for future expenses so the stopping pension is not correct
Yeah it’s good to only study this sector now. The cycle has completed.
Coalition ki sarkaar for funds needs to be given to Bihar, what rhyming, shayaari side of Akshat.
defence smallcase is something I had taken one and half years... its a multi bagger now
What about mazgaon dock. Cochin ship and others. Analyse them early . Else u will say after 2yrs that u nissed these. U always relied more on hdfc bank only. And actuall missed tge big rally of different sectors. Defence auto railways other psu which r running crazy sinnce 2 years. Only speaking English speaking like micro and macro environment doesn't work in stock mkt mr akshat
Mere bet hae DCX ka upar company is just started to do business. Thought DCX has only one major client Israel but long run par muje lagta hae uar upar jana wala hae. Moreover it got order of 1200cr from L&T. So i guess its good
After watching his earlier videos i got impressed, though nevee followed him for stock purchase (fortunately😂).
As per him earning money is like baya hat ka khel.
After sometime, i realised hinglish main bahot jadya bakawas karata hai.
And now people also realised the same thing.
You are. Never late, it is just beginning of defence export, both domestic and export will go 10 times, just problem is very large money chasing few stocks out of which most are PSU will are not performing much, indian will be in top 5 exporter in world
Dekh raha hai Vinod.... kaise English bol bol k courses sell.kiye Jaa rahe hai....😅😅
Thanks for the guidance. I would also like to know about the exit points of the stocks. Are there any videos?
That's appreciable he admitted that he missed rally and adapted to new investing style. Now I am interested 🤓✨
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
HAL is building AMCA, a 5th Generation Fighter Jet.
Why dont you consider ongoing R&D. 5th gen fighter is no joke. If HAL builds it, it will be King.
And india is increasing its inventory in Warships and other NAVY empowerment strategies. And Cochin shipyard is the main base in india for ship building. How come you missed these details ?
He might be late but still the stock seems to be a good bet!!!
Thank you Akshat!
FOMO to Akshat, mazagon is still undervalued, will reach 2 lakh crores valuation soon
I don't understand whatever he was suggesting lately.....hezzz not confident enough. At least for me it seems half baked
Whatever he says do the opposite
You will make money 💰
You can buy Apollo but don't do that blindly. Better wait and go for BEL if it comes to it's reasonable value.
great comparison
I had initially planned to invest in Apollo Hospitals' stock, encouraged by its strong performance. However, due to a recent family medical emergency, I have spent considerable time at Apollo Hospitals and observed the following:
1. The hospital is overcrowded with excess staff.
2. Staff members often engage in conversations with coworkers rather than attending to patients.
3. There is a noticeable lack of supervisory oversight.
4. The overall ambiance of the hospital has deteriorated.
5. Staff are not well-trained and lack full knowledge of their tasks.
Given these observations, I have decided to pause my investment in Apollo Hospitals, as I now have concerns about their future performance.
I believe this decision is reasonable considering the potential impact these operational issues might have on the company's long-term success.
What is your opinion?
Due to multiple global conflicts and movement towards multipolar world, I already invested in defense stocks a few months ago and got good returns. Right now investing in defense stocks would not be much beneficial.
U studying defence stocks now after they ran up 150-400%. Ex. Hal, Bharat Dynamics, BEL, Mazagoan , Garden Reach Shipbuilders, Cochin Shipyard…….
INSEAD 😂😂😂😂😂
@AkshatShrivastava have you used our defence equipments , or you have taken an opinion , so aap directly mat bolo ki low quality and all , stick to the point of defence companies
He bought Apollo Microsystems and just creating buzz for it...😂😂😂
If the course he sells is of same standard..then god bless PPL who bought it
Anyone after a month here, when HAL had already gone below 4450
Just to give u perspective how late Akshat is considering defensive sector. Hdfc defence MF haa stopped accepting lumsum and its only 3000 cr AUM. There are limited options 20 stocks i think and all all overvalued zone. I just excited defence stocks last week and akshat posted this today.
Solar industries , premier , data patterns , latent view were some
Bhai sahi kiya overvalued bech ke hi paisa banega
His research 🤣 time to be cautious from the stocks discussed 🙏
Arent you not matured enough to make your own educated and research based conviction from self analysis? or you just buy stocks based on finfluencers?. Then you are not matured enough to invest in stocks.
I'm not as successful as you Akshat. One thing is tru for everyone, when you make a mistake accepting it as you did is something really not everyone can do, only people will guts do that.
Secondly people with smaller brains will get started with demotivating comments, to overcome these is again a greater thing that not everyone can do.
Like you work. You are a good teacher.
That ship has already sailed .. but proxy play is more sensible.. companies like TII is good proxy play ... They have track record with reliable management
Interesting comments : SAB TERI SIRF LE RAHE HAIN
IIs your STOCK MARKET LIVE RECODED . WHICH WE CAN BUY?
The most undervalued sector is pump sector
Why?
If there is another pandemic or whatnot, clean drinking water is essential
Pump companies moving to defence as well especially in ships
Solar pumps is now a new trend
Please look at all the stocks under pump sector, crazy prices and most of them have split now like roto pump ksb wpil
I can see a lot of negative reviews in the comments section. I think as an investor your goal should be to learn and understand your risk profile and investing strategy. Akshat as an investor will make mistakes, even Warren Buffet does, till date. Don’t try to demean him to being too late for investing. Take it as an opportunity to invest at the right time. Market fluctuates, you will get chances during unjustified pessimism, these videos will be applicable then. It’s a long term game.
Akshat ne keh diya bhailog ..sach kehra duur rehna ab in stocks se ..his sucess rate is 100%
Lord Akshant has finally woken up !
He is late to party because of his disdain to Modi and BJP. He made democracy in danger during election time with very similar script to Dhruv Tattee.
I know his disdain to Modi , stringent regulations on crypto purchase and tax, stringent regulations on Foreign Remittance to purchase assets outside,
removal of Tax benefit from Mauritius FDI which was used by many wealth managers and HNIs like him for Tax Evasion
Hello Akshat, a very nice video. Really appreciate it.
Had a quick question, need to know why has HDFC Defence stopped taking more clients when the defence sector was doing very good and they were the only company with the defence sector fund? Please let us know when you get a chance. Thanks.
Hey Akshat,Thanks for this video. We are still due a video on Tata Motors
Exited from BEL yesterday. Absurd valuations. Even if we spend like US still those prices don't justify
If u are in market for money go with flow and.see future growth.
If u put too much short term logic then stay out of market.
Bel Will still be a multibagger in future
@@Heman11-2 Every individual has a right to make his own investment decision as long as there is some thought process put behind buying and selling decision. I can't tell any individual get into or get out of stock market. It is his money and not anybody else money he is investing
you are genius man
Defense, infrastructure and manufacturing are politically moticated stocks and should only be acquired in small quantities for a very long term investent like 15 to 18 years. Dont buy Defense, infrastructure and manufacturing if you cannot hold it for atleast 15 years.