Dear All, Here is the Link for the Concall Attached, www.kalyanjewellers.net/images/investors-new/pdf/shareholder-information/other-calls/earnings-call-to-discuss-general-matters/2024-2025/10028973.mp3
Manoj small help ......having huge position in sw solar.....not understanding why it is falling even after outstanding result.....it is not your recommended stock but a guidance on reason of such behaviour and should I still hold or book the losses....
It has positive result but with a PE of 400. No epc company can trade at such high valuation. All this time pe was not there since it was on loss now since the pe is rated the company will go down to adjust for PE... Answering this since I have been following this company for a long time Also another reason for sell off is recent exit of Shapoorji Pallonji... Adding on the results were not outstanding compared to competitiors, margin was just 4% with even lower profit margin....
Agreed....but fail to understand why market gave valuation of 800 plus to a loss making company but not valuing even 450 after posting profit..... Outstanding not compared to its peers but its own past record....from loss making to profit.....though promoter sold fii and dii increased stake.....even after current sell off....reliance stake.....healthy order book....entered the counter for turn around story like suzlon....still reason for this price action not clear .
@@1986bohemiantheir guidance of 8000cr by fy 25 they promised they changed to 6000crThey had huge nos promising, they are making profits but not to the estimates.
Dear All,
Here is the Link for the Concall Attached,
www.kalyanjewellers.net/images/investors-new/pdf/shareholder-information/other-calls/earnings-call-to-discuss-general-matters/2024-2025/10028973.mp3
❤ How to differentiate between "Market knows everything" & "Operator game" in such situation ?
Please suggest few stocks to invest at this levels please.
Pls use white background in charts
Manoj Sir can u please provide stocks that could be invested in the current market situation
Hi Manoj there was a huge selling with high volumes on Friday in B N Rathi . should we be concerned ?
Exit
Hi Sir, if you use the charts in white background it may look better and clear.
Noted
Hi good morning
Why Yatharth is falling.
Hii bhai
Could you please make a video on KPI GREEN AND WAAREE RENEWABLE ???
Lovely coverage thanks Guruji ❤🎉🎉🎉🎉
As usual excellent analysis without any prejudice. Very informative ❤🙏
Can I average BN Rathi Securities at this point ?
bhai, link toh bhej concall ka
added in the comments
Please make background color be white
Sure
So many may be waiting for this video..
Good morning bro
Morning
Manoj small help ......having huge position in sw solar.....not understanding why it is falling even after outstanding result.....it is not your recommended stock but a guidance on reason of such behaviour and should I still hold or book the losses....
will check
It has positive result but with a PE of 400. No epc company can trade at such high valuation.
All this time pe was not there since it was on loss now since the pe is rated the company will go down to adjust for PE...
Answering this since I have been following this company for a long time
Also another reason for sell off is recent exit of Shapoorji Pallonji...
Adding on the results were not outstanding compared to competitiors, margin was just 4% with even lower profit margin....
Agreed....but fail to understand why market gave valuation of 800 plus to a loss making company but not valuing even 450 after posting profit.....
Outstanding not compared to its peers but its own past record....from loss making to profit.....though promoter sold fii and dii increased stake.....even after current sell off....reliance stake.....healthy order book....entered the counter for turn around story like suzlon....still reason for this price action not clear
.
@@1986bohemiantheir guidance of 8000cr by fy 25 they promised they changed to 6000crThey had huge nos promising, they are making profits but not to the estimates.
I bought shares at 590 already in loss. Should i exit in loss?
Hi Manoj, i could see virgin CPR on last year.. so hope it touches that CPR.. 300 -310.. let's see and wait...
❤❤
Anuh pharma u make a video befor 11 months ago. U mentioned its a multibagger pic. But it will go down
So what is your current view on it.
One Year low is 155 - CMP is 205
when did it go down ?
@@TrendFollowingwithManoj after you make the video
Brother whether stock options trade make double, triples, 10 times in a month
Brother mail id pls