Vehicle number comparison is useless, Compare two wheelers...half baked analysis is dangerous. From past few years government has spent heavily on roads, many of them got damaged too. Poor quality roads and infra is one reason for less cars. Even if you own a car, you will use bike. If number of vehicles grew by 50%, we need our roads expansion as well. No real growth is happening in country, most of it fueled by money printing, debt and inflation. In upcoming years, middle class wi be wiped out and 90% wealth will be controlled by top 93-94%. Most of them pay lowest tax considring the income. They find sneaky ways to avoid.
I hold Manappuram finance since 2010. That is 14 year time period only because of thr fact that there is veryblow default risk, lower valuation and a bouquet of subsidiaries with in like vehicle finance, microfinance and home finance..... would like a video on it. Thank you so much for the good work you do. I'm a keen and regular follower.😊
Hi Sahil, Appreciate the hard work gone into the video! Great job identifying some very good companies in each sub sector But in Housing Finance sector you have only covered Affordable housing companies. It would have been better if you added affordable finance as a seperate subsector and discussed a few housing finance companies as well
Once again Great efforts sir. For keep us UP to date from nbfc sector. Personnaly micro finance n Housing finance sector looks attractive. .Hv aavas n credit access in my holdings.
I am already invested in Bajaj finance. But it is not growing due to multiple issues whether RBI policy or competition fromJio finance .Should I switch to Arman, Cholamandlam investment or Poonawalla finance crop?
good one Sahil...just a small point to make. US & UK are perhaps not the best benchmarks (as of now atleast)...we should look at countires who are our per-capita range to double our per capita range. That i believe is the space where our spending power will increase significantly from current level...again to start with. Lets get there first and then look at US/UK affordability/spend levels. humble opinion 🙏
Hai bro where is POONAWAALA, is this good stock or not, make short vedio on POONAWALA please do it bro, and recently i booked 100% profit in POONAWALA, i try to reenter in this stock when it is corrected
Please made video on AB Capital. Looks promising since listing but stock price is struggling like anything. Silver lining is that it belongs to Aditya Birla Group.
Sahilji Just I am telling you Persons aged about 60years or more they will never like grow by taking loans i.e. Senior citizens Secondly they will motivate their children not to go for loan. They will say if u require I will spare some funds from my lifetime savings as a seed capital n will advise them do some good business practice n generate the wealth n live happily n not greedy for money.
Hi Sahil, great to see your evaluation & deliberations which is quite vivid & Candid. Like it always. May I request you to cover L & T Finance please ASAP.
I hold Bajaj Finance. I have statrted accumulating it since last 15 days. It is falling continuously since .it's Q1 results were good. But why the stock is falling?Please cover Bajaj finance in detail with an emphasis on it's future growth prospect. Also what is your opinion about Poonawala fincorp?
Please make a vedio on insurance sector I invested on HDFC and SBI life but no return in last 2 years plz let me know weather to continue or not with those insurance companies I can hold for 10-15 years
Link to explore my weekly series and stock analysis course: www.sahilbhadviya.in/
You missed Piramal finance
CAPRI GLOBAL CAPITAL LTD-ANALYSIS.
No mention about Poonawala
@@indianstockstories8163bahut ad dekh rhe ho iska is liye bol rhe na
Vehicle number comparison is useless, Compare two wheelers...half baked analysis is dangerous.
From past few years government has spent heavily on roads, many of them got damaged too. Poor quality roads and infra is one reason for less cars.
Even if you own a car, you will use bike. If number of vehicles grew by 50%, we need our roads expansion as well.
No real growth is happening in country, most of it fueled by money printing, debt and inflation.
In upcoming years, middle class wi be wiped out and 90% wealth will be controlled by top 93-94%.
Most of them pay lowest tax considring the income. They find sneaky ways to avoid.
HOUSING FINANCE
1. Aavas Financiers
2. CanFin Homes
3. Home First Finance
4. Aptus Valuue Housing
VEHICLE FINANCE
1. Cholamandalam
2. M&M Finance
3. Shriram Finance
CONSUMER FINANCE
1. Bajaj Finance
GOLD FINANCE
1. Muthoot Finance
2. Mannapuram
MICRO FINANCE
1. Creditaccess Grameen
2, Spandana
MIX
1. L&T Finance
Thanks
Where are Arman finance & iifl finance ?
FIVE STAR BUSINESS FINANACE LTD CO MARKET CAP=25000 CR BEST COMPANY
Thank you for saving our time😊
What about poonawala finance. Looking really good in consumer finance space.
Banks(pub,pvt,small fin), Insurnce Sector(Life,Health,General), Wealth Management(Broker, PortfolioMgmt), AMC Sector, NBFC(Home,Vehicle,Consumer,Gold,Micro fin)
I'm following you for 2 years now, your analysis is top notch
I have earned more than 100% returns from Newgen and Tanla. Thank you
Hi
Are you holding Newgen stock for long term
I am with 60% profit
Newgen 80%
Newgen 89%
@@hiteshgandhi1017a
@@hiteshgandhi1017àa
I hold Manappuram finance since 2010. That is 14 year time period only because of thr fact that there is veryblow default risk, lower valuation and a bouquet of subsidiaries with in like vehicle finance, microfinance and home finance..... would like a video on it. Thank you so much for the good work you do. I'm a keen and regular follower.😊
L&t fin and Shriram fin has immense potential for growth
साहिल भाई बहुत ही अच्छा वीडियो बनाया 👍👏👏 ... मेरे पास Bajaj Finance के स्टॉक है और five star business Finance स्टॉक कैसा है ?
I am waiting for NBFC sector video. Thank you. I am holding Chola Invt Fin, Shriram fin, M&M fin right now. I am very bullish on these
Superb analysis. Holding 24100 L&T Finance along with Bajaj Finance, Chola Investment, M & M Finance and Manappuram Finance.
what is 24100 ????
Hi Sahil,
Appreciate the hard work gone into the video!
Great job identifying some very good companies in each sub sector
But in Housing Finance sector you have only covered Affordable housing companies. It would have been better if you added affordable finance as a seperate subsector and discussed a few housing finance companies as well
Sahil ji pls make a video on manapuram Gold loan company...
I have L&t finance, Bajaj finance, Aptus Shriram finance... Good coverage and depth of nbfc space
Once again Great efforts sir. For keep us UP to date from nbfc sector.
Personnaly micro finance n Housing finance sector looks attractive. .Hv aavas n credit access in my holdings.
I am already invested in Bajaj finance. But it is not growing due to multiple issues whether RBI policy or competition fromJio finance .Should I switch to Arman, Cholamandlam investment or Poonawalla finance crop?
Also if you compare Bajaj Finance and Chola finance, it will be of great help. Thank you.
good one Sahil...just a small point to make. US & UK are perhaps not the best benchmarks (as of now atleast)...we should look at countires who are our per-capita range to double our per capita range. That i believe is the space where our spending power will increase significantly from current level...again to start with. Lets get there first and then look at US/UK affordability/spend levels. humble opinion 🙏
Best analysis sir. You are great sir🙏🙏🙏🙏.
Best finance TH-camr... 🎉 you change my investing journey ...
Holding Bajaj finance and Aptus.
Planning to buy credit access .
Which nbfc are you holding in your portfolio?
Dynamic Cable your view for long term hold
Thank you for sharing valuable information on NBFC
Sahil, as usual, is very informative and easy to understand. Keep up the good work and Looking forward to ❤
Wonderful information & comparison about NBFC companies. I hold Aavas Financiers, Can Fin Homes, Shriram Finance and L&T Finance for now. Thanks Sahil
Excellent beta valuable information. God bless you
Your analysis superb. I am gaining avash finance,praj industry as per your analysis.
Exelent brother your detail analysis happy to see ur Chanel thanks alot and I am follow ur videos
Holding Bajaj fin and chola from long time. Recently added home first after selling Muthoot fin
Home First Fonance. Aavas Finance. Aptus Finance. Canfin Homes.Cholmandalam Investment&Finance. Mahindra Finance. Shriram Finance. Bajaj Finance. Muthoot Finance. മണപ്പുറം ഫിനാൻസ്. Credit Access Gramin. Spandana. L&T Finance
Can you pls cover Fusion Microfinance, Bajaj Finserve, Poonawala Fincorp and L&T Finance?
Thanks Sir for informative video
I have Bajaj finance, Muthoot and Aavas
But with small quantity
Fantastic analysis, great efforts, thank you Mr Honest for yr spreading knowledge thats redefined....
Poonawala fincorp seems to be best but not seen in your complete presentation. I have 1900 qty.
Thanks for providing independent knowledge for a particular share
Nice analysis as always!! Keep up the good work!! 👍
always valuable video and educational videos for your viewers
Excellent analysis sahil.... I am planning to o create a smallcase with most of these stocks...
Sahil you missed Arman Financial from the list, its scilent multi bagger..
Very good coverage on nbfcs I have Bajaj finance and muthut finance as of now
Aavas Finance 3 shares with avg. Price 1610
Yes i started accumulating aptus value , and waiting for correction in l&t finance
Yes holding Bajaj finance, aptus & home first
Hai bro where is POONAWAALA, is this good stock or not, make short vedio on POONAWALA please do it bro, and recently i booked 100% profit in POONAWALA, i try to reenter in this stock when it is corrected
It's a great share . With huge money in hand. It will be a bank in 10 years time
Before it was magma infotech
Nice video .. How about Poonawala Fincorp?
Hello, Sahil!
Can you do an analysis of HDFC bank VS Kotak Bank VC ICICI Bank?
Thank-you!
Chola finance and after listing jio finance services we need your analysis
Good informative video 👌👌Appreciate 👏👏
Nice video with quality information ❤
In microfinance companies like fusion ;choice international & MK Ventures needs more impetus.
I'm holding L&T FINANCE SHARES.
Chola finance is good and belong to a reputed group. Can you do an indepth analysis. I see it as next Bajaj Finance
I’m sitting at 3x with chola - great stock
Hey, Sahil 👋 what's you thought on PM Narendra Modi who is bullish on PSU sect...
Indepth analysis on nbfc sector. Thank you...
Nicely explanation.
Thank you sir for valuable information.
VERY GOOD AND USEFUL ANALLYSIS.
With your opinion kvb, tmb, and cub share. sir this stok hold or sell please explain
Bandhan bank in microfinance having small braches like nbfc and being a bank having low credit cost
JUST LIKE YOUR VIDEO ON [ MSCI SMALLCAP ] MAKE MORE LIKE THIS Eg. [ MSCI MIDCAP ] IF ANY OR SOMETHING LIKE THAT .... VERY USEFULL VIDEO ...
Great commentary and summary of NBFC
❤ the way of explaination
Excellent subject given by u tq sir
What is going with Avalon technology.... After such poor quarterly results???
Great video as usual. Please cover L&T Finance in detail.
hi sahil, you are the best in analysis. allways a superb n knowledgeable vdeo.God Bless you bro.
I m।having Aavas, Bajaj Fin and L&T Fin. Please make video on L&T Fin.
Thanks for।such informative commentary on NBFC.
I have Bajaj finance in my portfolio... Plss make a video on Deepak nitrate current situation and its growth in future
Please made video on AB Capital. Looks promising since listing but stock price is struggling like anything. Silver lining is that it belongs to Aditya Birla Group.
Very informative video, pls make video on value buying small banks
Currently which have to buy
जय श्रीराम गुरूवर 🚩🚩🚩Vandana , credit access nd canfin... please discuss it in details 🙏🏻 😀 😊
Very Good analysis Sahil Bro 🙂
Sir
What's the need of analysing Subex share 2 years back...when there are 100s of good companies pleazs
Very good anylisis of NBFC sector.
Hi Sahil,,, continue to make us rich with your richest knowledge n amazing way of explaining ❤❤
Sahilji
Just I am telling you
Persons aged about 60years or more they will never like grow by taking loans i.e. Senior citizens
Secondly they will motivate their children not to go for loan.
They will say if u require I will spare some funds from my lifetime savings as a seed capital n will advise them do some good business practice n generate the wealth n live happily n not greedy for money.
Excellent analysis Sahil.
I have Cholamandalam, L&T Finance and M&M finance
Great learning 👍
According to you which one will give best returns in five years
Hi Sahil, great to see your evaluation & deliberations which is quite vivid & Candid. Like it always. May I request you to cover L & T Finance please ASAP.
Details on Cholamandalm plz...wanna increase my holding...is the level of 1050 is okay...??
Hello sahil ,
Life insurance company OPM 0%to 1% rakhati hai fir bhi unke surplus,resurve increase hote hai कैसे?
Very nice analysis, please cover Home First Chola and creditaccess grameen in future separate series. Thankyou
Chola Finance... Please do video on in depth analysis for chola
What is target of Kitex Garments Ltd? How long should you hold for double return?
I Hold Bajaj Finance, Aavas Finance, House First,
I hold Bajaj Finance. I have statrted accumulating it since last 15 days. It is falling continuously since .it's Q1 results were good. But why the stock is falling?Please cover Bajaj finance in detail with an emphasis on it's future growth prospect.
Also what is your opinion about Poonawala fincorp?
Please make a vedio on insurance sector I invested on HDFC and SBI life but no return in last 2 years plz let me know weather to continue or not with those insurance companies I can hold for 10-15 years
Sir please Make detailed video on Spanadhana Spoorty vs Fusion Micro Finance 🙏
Nice analysis
I invested in 5 star finance
One question : Does Poonawala Fincorp figure into this matrix anywhere on the aggressive growth factor ?
Have you ever analysed IIFL Finance?
Pl discuss your portfolio whenever you add new stock🎉🎉
Interesting and insightful video
Hi Sahil. I like your all vedios. Congratulations
Thanks. Spandana Sphoorty, please review. Regards.
Can I buy KOTAK MAHINDRA BANK Current level for short term
Comment on Credit Access Grameen bank please.