Very late introduction to EMS sector. Many you tubers start talking when the stocks have already up too much. Seems they want someone to buy so that they can exit.
@@rameshram1057 yes.. better switch to Syrma..by selling dixon .. dixon PE is high .. Syrma is lowest in EMS sector.. As per motilal oswal .. syrma will shine in 2025 ( one of the new year by motilal oswal)
Syrma SGS technology fundamentally strong..yet to show it's really .. 2.5 times profit margin than Dixon .. Syrma SGS in EMS sector can be a next Dixon
Thank you, Mr Dipen Mehta I keenly watch your video they are knowledgeable which improves our understanding of co. I would like you make video on The Raymond Ltd because co splitting in to realty , aerospace and Defense, automobile. I think there's lot of value in co .
Thank you so much for your kind words and for watching the videos regularly! 🙏 We'll definitely consider making a detailed video on it. Stay tuned for more updates
The video discusses the following six companies in the Electronic Manufacturing Services (EMS) sector: * Dixon Technologies * Kaynes Technologies * Syrma SGS * DCX Technologies * Cyient DLM * Elant Technologies
Please inform the profit of export of dixon products comes to Dixon or to parent company which prepared the design of specifically of mobile phones and oblige.
All EMS stocks are trading at very expensive valuations by discounting future growth. Entered very early exited Amber ,Kaynes,Avalon,Syrma. Holding Cyient DLM, PG electro, Epack in small qtys
All companies - Extraordinary valuation. Promoters are periodically reducing their stakes. In other words the promoters are capitalizing the extraordinary valuation by booking profits.
Sir Top sae almost 30% down hai Tejas , high potential n growth stock aur kitna gir sakta hai ? Agar results acchae hai , jo lagta hai TCS ki BSNL ki commentry sae , tow EPS TTM basis pae almost 45 Rs ki ho jayaegee aur FY25 ki Rs 60 ! Kya bhav hona chahiyae ?
Thank you so much for your support, Devendra Kumar ji! We're glad you're enjoying the videos. We'll definitely consider making a video on sodium-ion storage batteries if we find the topic useful or see potential in the sector. Stay tuned!
Printed Circuit Board (PCB) एक इलेक्ट्रॉनिक उपकरण का एक प्रमुख हिस्सा है, जो विभिन्न इलेक्ट्रॉनिक घटकों (components) को एक साथ जोड़ने के लिए उपयोग किया जाता है
Paisa smart weltha Re- alance need based kro... zomato ludak chuka hai .. use rakhana hai ya bechana hai... 20 tarikh tak market mai kya hoga .. kya pata...
Thank you for your suggestion! We’ve noted the interest in PG Electroplast and EPACK. We'll definitely consider making an analysis on these companies in a future video. Stay tuned!
Even if these companies grow at 50% CARG, then. at 100+ PE, market has already discounted 2 YEARS of growth. Hence, no positives on upside. If growth slows downs below 40%, then they will be punished. Verdict- NO ALPHA in this sector.
Thank you for your suggestion, Parag ji! We've already covered defense companies in a previous video. Please check it out here: th-cam.com/video/NB-x8E4aQq8/w-d-xo.html. Let us know your thoughts!
The cos discussed by you are excellent but their PE are very high and growth is vulnerable.They may fall to great extent in cases of poor results. Therefore please throw light on the cos whose PEs are not very high and poses little risk where common investors can think of buying.
Thank you for your feedback, Mosaheb Singh ji! We have discussed the associated risks, including high PE ratios and potential vulnerabilities, starting from the 22:50 timestamp in the video. We encourage viewers to watch the full video for a comprehensive understanding and to always do their own research before investing. Your support is greatly appreciated!
Thank you for your support! 🙏👍 Great suggestion, we’ll definitely consider making a video on ETFs and index fund investments in India and the U.S. Stay tuned!
Thank you for your feedback, Ram Reddy ji! 😊 We’ve addressed the valuation concerns in the video. Please watch the full analysis for a balanced perspective, and as always, do your own research before investing!
All stocks have very very high valuations. All your argumentd are right but real money has been made by smart investors. New entrants Will end up holding the babies.
Very late introduction to EMS sector. Many you tubers start talking when the stocks have already up too much. Seems they want someone to buy so that they can exit.
You mistaken.. syrma was 705 , 1 year before .. corrected already
@@prajeesharu2445 agreed. Iam holding syrma. But dixon, is dangerous to invest now.
😂😂😂😅😅😅😅😅
@@rameshram1057 yes.. better switch to Syrma..by selling dixon .. dixon PE is high .. Syrma is lowest in EMS sector.. As per motilal oswal .. syrma will shine in 2025 ( one of the new year by motilal oswal)
@@rameshram1057 Dixon is enjoying a monopoly in manufacturing capacity....!
It has done whatever was possible - अब फ़सने वाली बात होगी
Sir, Excellent Analysis.
Many many thanks
Thanks for analysis
Thank you for watching satyen ji 👍
Syrma sgs ❤❤❤❤❤
PG electroplast.....one of the better companies...but it has run up a lot ...now in a correction mode
EXCELLENT Analysis, Thanks
Thank you so much, Devendra ji! Glad you appreciated the analysis. Your support means a lot!
Thank you
Thank you, Ramkrishna Ji! Glad you liked it!
Thanks sir for helping small investors 🎉
Thank you for your kind words! 🎉 Happy to help. Your support keeps us motivated!
This new background rocks🎉
Thank you! Glad you love the new background! 🎉
Thanks sir 🙏
Thank you so much! 🙏
Superb analysis.
Thank you so much, Krishnamurthy Ji ! Glad you enjoyed the analysis. Your support means a lot!
Thanks
Welcome
Very informative as always
Thank you, Sujay! Glad you find the content informative as always. Appreciate your support!
Thanks sir
Thank you, Nirbhai Ji! Glad you liked it!
Very nice analysis. Thank you very much sir.
Thank you so much for your support! Glad you enjoyed the analysis!
Very nicely explained by you.
Great efforts by you.
Thank you sir
Jay Hind
Thank you so much, Kamal ji, for your kind words and support! Glad you liked the explanation. Jai Hind!
Syrma SGS technology fundamentally strong..yet to show it's really .. 2.5 times profit margin than Dixon .. Syrma SGS in EMS sector can be a next Dixon
Wow! How did you discover this hidden gem?
@@sayanguha4974 by using his brain
Kitna paisa dala hai
Is sector me jitna order hoga utna hi profit margins niche jata h
🙏Thank you so much for your sincere kind Analysis...
Dhanyavaadh
Thank you so much, Raju Ji! 🙏 Glad you found the analysis helpful. Dhanyavaad for your support!
Thank you, Mr Dipen Mehta I keenly watch your video they are knowledgeable which improves our understanding of co. I would like you make video on The Raymond Ltd because co splitting in to realty , aerospace and Defense, automobile. I think there's lot of value in co .
Thank you so much for your kind words and for watching the videos regularly! 🙏
We'll definitely consider making a detailed video on it. Stay tuned for more updates
Syrma interesting
The video discusses the following six companies in the Electronic Manufacturing Services (EMS) sector:
* Dixon Technologies
* Kaynes Technologies
* Syrma SGS
* DCX Technologies
* Cyient DLM
* Elant Technologies
Syrma PE is 90 only
. Undervalued compared to peers
Please inform the profit of export of dixon products comes to Dixon or to parent company which prepared the design of specifically of mobile phones and oblige.
Dixon is still not getting pli incentive from govt
Very nice sir
Ram Ram Ram sir
Thanks | Ram Ram 🙏
દીપેન ભાઈ, જય જીનેન્દ્ર
જય જીનેન્દ્ર, વરુણભાઈ! 🙏
All EMS stocks are trading at very expensive valuations by discounting future growth. Entered very early exited Amber ,Kaynes,Avalon,Syrma. Holding Cyient DLM, PG electro, Epack in small qtys
Syrma SGS is undervalued.. u should have holded
Your analysis is excellent. But what investors expect from you is comfortable price at which new investors can buy. That helps. Please consider
Bahut hi upyogi video hai yah
Dhanyavaad, Birendra ji! 🙏 Khushi hai ki aapko video upyogi laga. Aapka support hamesha prerna deta hai!
Amber & PG electro not included
And both are doing well.
@@pankajtiwari7085 no doubt
PGEL missed
All companies - Extraordinary valuation. Promoters are periodically reducing their stakes. In other words the promoters are capitalizing the extraordinary valuation by booking profits.
Good sir Jai shree ram 🎉🎉🎉
Thank you! Jai Shree Ram 🎉🎉🎉
Not dependable
BPL , Mix can be included
Sir
Top sae almost 30% down hai Tejas , high potential n growth stock aur kitna gir sakta hai ? Agar results acchae hai , jo lagta hai TCS ki BSNL ki commentry sae , tow EPS TTM basis pae almost 45 Rs ki ho jayaegee aur FY25 ki Rs 60 ! Kya bhav hona chahiyae ?
That’s y there a negative reaction in Dixon after reaching a peak of about 18000
Sir, I a real fan of your videos. Please mKe a vedio on sodium ion strage battery the next gen tech.
Thank you so much for your support, Devendra Kumar ji! We're glad you're enjoying the videos. We'll definitely consider making a video on sodium-ion storage batteries if we find the topic useful or see potential in the sector. Stay tuned!
Ye printed circuit board kya chiz hai?
Printed Circuit Board (PCB) एक इलेक्ट्रॉनिक उपकरण का एक प्रमुख हिस्सा है, जो विभिन्न इलेक्ट्रॉनिक घटकों (components) को एक साथ जोड़ने के लिए उपयोग किया जाता है
Pgel?
Paisa smart weltha Re- alance need based kro... zomato ludak chuka hai .. use rakhana hai ya bechana hai... 20 tarikh tak market mai kya hoga .. kya pata...
Reliance view
Sir you have talk only big cap shares I am only with small caps because of fund making. Better do some kind of small caps of expected.
Pg electroplast jisne dixon ke barbar return diya haiwo discuss nhi kiya
Good morning sir. Kaynes technology ltd has doubled in my portfolio.
Good morning, Tapan ji! Good to hear that 👍
So many comments on missing PG Electroplast. But what about EPACK? Pl make an analysis on this scrip
Thank you for your suggestion! We’ve noted the interest in PG Electroplast and EPACK. We'll definitely consider making an analysis on these companies in a future video. Stay tuned!
No sector ka rajkumar?
P G electroplat
amber electronics for AC?
All ready stocks upside
All these companies already boom chacha😂😂😂, 💥 🙄
You left one stock Amber
A single quarter poor result will result in collapse of the stock.
Ab kuj naya dekho jo 3-4 saal se sust pada hai😅😅
Paisa smart wealth small case riveiw and rebalance not monthly its do need basis... pl pl pl pl please.....
Even if these companies grow at 50% CARG, then. at 100+ PE, market has already discounted 2 YEARS of growth. Hence, no positives on upside. If growth slows downs below 40%, then they will be punished. Verdict- NO ALPHA in this sector.
Dixon very good company but chances are high to fall 40% from all time high,
❤
Thank you, Sainudheen ji! ❤ Your support means a lot!
Please make another vedio on data centers and green energy
Thank you for the feedback, We'll definitely consider this
Please do sir as early as possible new theme ,ems theme already given every people
Sir
U r genius and honest
Jai 🇮🇳🇮🇳hind
Thank you so much for your kind words! Jai Hind!
Sir, please cover defence companies too as govt consider 2025 as year of defence
Thank you for your suggestion, Parag ji! We've already covered defense companies in a previous video. Please check it out here: th-cam.com/video/NB-x8E4aQq8/w-d-xo.html.
Let us know your thoughts!
It's too late Sir
This is not expected from you.
Pl come early
YOU MISSED THE PG-ELECTROPLAST? Probably it is the Raja.
The cos discussed by you are excellent but their PE are very high and growth is vulnerable.They may fall to great extent in cases of poor results. Therefore please throw light on the cos whose PEs are not very high and poses little risk where common investors can think of buying.
Thank you for your feedback, Mosaheb Singh ji! We have discussed the associated risks, including high PE ratios and potential vulnerabilities, starting from the 22:50 timestamp in the video.
We encourage viewers to watch the full video for a comprehensive understanding and to always do their own research before investing.
Your support is greatly appreciated!
Basant maheshwari has stopped his video on you tube
You can gain subscribers from his channel for your small case
Timely video on this sector.
Thank you, Prasad ji! Glad you found the video timely and relevant. Your support is much appreciated!
🙏🙏👍👍MAKE VIDEO ON ETF, INDEX FUND INVESTMENT, BOTH IN INDIA AND U.S.
FOR BETTER PROFITS🙏🙏👍👍
Thank you for your support! 🙏👍 Great suggestion, we’ll definitely consider making a video on ETFs and index fund investments in India and the U.S. Stay tuned!
Dixon : I want to buy @10,000/-
U can on 7000
@@anilagr5749 here you dropped this 🧠
Good luck!
So you don't have any plans to buy DIXON
I bought on 18100
hello sir kaise hein aap..👍👍
Hello! Main bilkul thik hoon, aap kaise hain? 👍
Raj kumar kaun sa stock h
Ab to sab gud gobar ho gya😂😂
Epack durables also review pls
Best for long term
Thank you for your suggestion, Techie Kanth ji! We'll definitely consider reviewing Epack Durables in an upcoming video. Stay tuned!
Sir don't you think that many stocks from this sector are over ran😊
Thank you for your feedback, Ram Reddy ji! 😊 We’ve addressed the valuation concerns in the video. Please watch the full analysis for a balanced perspective, and as always, do your own research before investing!
Dont stop your sector stock analysis once you gain small case subscriber
Arrogance of fund managers
Too late😂😂😂
Stop befooling
The same way you are fooling people. great.
Ist view❤
Thank you for being the first to watch! ❤ Your support means a lot!
All stocks have very very high valuations.
All your argumentd are right but real money has been made by smart investors. New entrants Will end up holding the babies.
Thanks for analysis
Thank you for watching 👍
Thank You
You're welcome
Thank you sir
Thank you for your support jeewan verma ji!
Thank you sir
Welcome
Thank you
You're welcome