Ask Basant - BEML & Other Stocks
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- เผยแพร่เมื่อ 27 ก.ย. 2024
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In this episode of Ask Basant, we discuss why BEML has given a 25% cagr over the past 10 years but is flat in return since 2006 . We also discuss other stocks and some portfolio construction strategies.
Listen to know all these
0.00 Intro
0.08 Market View
0.41 Mid Small Large Cap Discussion
1.04 BEMl Fundamental
1.37 Ten Year Earning Growth
2.11 Cyclical Stock & Secular Growth
2.46 BEML Buyers
3.04 India Infra Boom
3.11 P/E Ratio
3.29 BEML View
3.46 India Growth Misconceptions
4.01 This sector is less likely to make money
4.10 Earn Money From India
4.23 Big Headline News
4.38 Discussion on BEML
4.56 Discussion on Cummins
5.13 Service Provider Companies
5.18 LANCO Infratech
5.27 JP Associates
5.47 Discussion on ACE
6.03 Discussion on L&T
6.12 Infra Stock
6.41 Long Short AIF
7.05 Systematic Risk & Unsystematic risk
7.24 Long Short Fund
8.38 Huge Bull Market & Bear Market
8.52 Draw Down
9.25 Thoughtful Investor Translate in Hindi?
10.52 Innovation & Inflation
11.49 World Debt Crisis
11.56 American Economy
12.14 2008 Crisis
12.31 New Innovation In America
12.47 Debt Crisis
13.27 BM Vision 2023 Smallcase
14.56 US Debt Celling
16.30 DMART & Reliance Retail
17.45 Face Value & Stock Growth
18.20 Small Cap
19.35 Trade Deficit Data
20.04 India Domestic Production
20.12 GDP Growth
20.27 Low Import Export
20.45 What Must Be Done To Bring China Down?
21.10 BM View On China
21.37 China Foreign Exchange
21.47 Indian GDP
22.04 BM Smallcase
23.06 Risk Factor Of Share Market
23.14 When Share Bazaar Goes Down
23.40 How many shares in portfolio of 4 lakhs
24.26 Consistent Growth Stock
25.14 When is ROE negative?
25.39 EPS
25.58 Agro Chemical Stock & Fertilizer Stock
26.12 PI Industries
27.06 PE Investors Exit
28.14 Shift TCS To LTIMindtree
28.56 Well Commentary Political and Share Market
#muthootfinance #Manappuram #Behaviouralscience #insurancesector #BSE #BajajFinance #PUT #FAANG #HFCL #Adani #ROE #DuPont #Leverage #Dollar #BMVision2020 #NSDL #IPO #Microsoft #Apple #Amazon #Google #Salesforce #Tesla #Stripe #CoveredCall #StockMarketEducation #InvestingTips #TradingStrategies #FinancialLiteracy #InvestmentEducation #StockAnalysis #MarketInsights #InvestmentStrategy #StocksToWatch #MarketTrends #TradingEducation
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नमस्कार सर❤आप ज्ञान का भंडार हैं शेयर मार्केट के गूगल है आप इतना अमूल्य ज्ञान और अमूल्य समय हमारे साथ शेयर करने के लिए आपका कोटि-कोटि धन्यवाद
Sir nobody gives such honest advise. You are touching hearts of every indian.
Correction.. Every Indian involved in stock market..
"Hello sir...this is gaurav sanghvi ... I am a civil engineer ...from kutch , gujarat.....my question is very simple...CAMS kyu itna pit raha hey???"
Hi sir Please share your view cantabil stock PE is 25 ROE is 35% and 5 yr revenue CAGR is 23%
Sir please take my question......Jo log 2 lakh or 3 lakh invest karte share market me for long time so what startegy honi chahiye. Sir please reply
Attempt - 10
Question
Sir, As per UN report Indias population will stabilize in 2045. Until then it's going to increase. Lifestyle of Indians is improving. Causing increase in per day per head increase in waste generation. Hence what will be the future of waste management as a sector and its future.
I started my career in a construction company. BEML excavators were the best, but they had a very poor service and support. It seemed as if employees of BEML are doing us a favour by selling us spares of various HEMM. Soon Komatsu, Tata, Hyundai etc. overshadowed BEML and now no one wants to buy a BEML machine.
@bhavarlalparmar8895Fraud 😡
You are the best and most reliable advisor of Stock market in TH-cam.
BMJi actually I want to distribute to village because there also young guys are talented but language problems so kindly translate in Hindi THOUGHTFUL INVESTORS
Yes, you are 100% right on politicians regarding patriotism 👍👍
Sir last mei jo apne bataya apne desh k politicians aur voters ke bare mein....mere dil ki baat chura li ❤️u sir. .
@BasantMaheshwari10 Fraud 😡
Sir discuss about EKI energy
In my lifetime, i have never waited like i am waiting for you to upload your BM equity report and Ask Basant..Loved it ❤
CAs also interested in stock market. Interesting to know..
Very true am on the same bandwagon😊
Always consistent well designed expression of right opinions & that too unbiased.Real noble work by you.Regards..Parag
Hello Sir
Kindly explain how PE expand with some example and also explain GNA Axles company is PE expansion will happen
Don't know if any of you, including Basant Sir have noticed this. The thumbnail actually looks 3D.
Ask Basant and 17th May appear to be on the surface while Beml & other stocks appear as though at the bottom
Sir did something change in the fundamentals of ITC, price is going like rocket.
Sir ,Stovecraft - ttk prest -hawkings - sector analysis - which one you prefer - Parveen Bansal
Thanks to God , i came to know about one month before only .....now listen yr most of videos ....great learning
Even Punj Lloyd was termed as Next L&T at one point
What is the use of productivity-gains, wealth if it comes with rampant pollution, fear of climate disruptions, water shortages overall degradation of life.
Sir please give comparison view on VRL vs DELHIVERY
Excellent 👍👍👍
Hi sir,
You say that making big money is difficult for those stocks where many have already invested in. With this logic Tesla is not poised to make big money for its investors. What's making you bet big on tesla?
when a stock is held by many institution why the stock doesn't go up ; doesn't it contradict the supply and demand rule and also which book you have referred for learning graphology.
11th time ask data science is helpful in stock market ex:- Two Sigma hedge fund
Definitely Hindi viewer are more than English viewer today and not knowledgeable so I request sir please publish in Hindi
🎉appreciate your BINDAAS style,please continue 😊regards.please comment on NBCC
Sir Please share your views on Alkyl amines..🙏🙏🙏
Sir, is small case will come in Managed account category ??
My question is "when to sell any stock?"
प्रणाम गुरूजी
Sir thank you for giving such a great insight on stocks whats your view on kaveri seeds and nmdc
Sir apne dhoni ki baat ki bhut accha lga I am big fan of msd
Captivate ka ek meaning "vashibhoot" bhi hota hai.
Your comments are wrong. BEML is touching 2500.
You missed it
Touseef (NRI from UAE). If a company raised 1B usd through IPO at a price of USD 80 / share and after recent downturn if the stock falls to USD 12. How to quantify this advantage for a investor who is purchasing the stock at 12 USD.
Current valuation is 7B USD and the company still has the cash of 1 B USD . all the fundamentals are intact and company is turning profitable . Company UI PATH
Namaskar Sir thank you so much 🙏
Hi Basant, wonderful to hear from you. What do you think about Peter Lynch's philosophy?
Sir pls discuss exit point of stock
Vew on schnider electric infra and action construction
Sir why do u like kotak bank over icci bank for long term
Aisa kyu😢😢 hota hai Jo stock lete hai vo nhi chalta or Jo chote hai vo chal jata hai iska mtlb sabhi le le
Already subscribed
No question only listen as I sitting in a financial temple.
😳😎😌
@BasantMaheshwari2 Fraud 😡
Sir please discuss HAL ...... please
Great learning from your passionate teaching abilities 🙏🏻🙏🏻🌹🌹
Namakar sir,
I am Sagardeep.
Your videos are eye opening.
Kindly share your views on long term prospect of CDSL.
Sir namaskar, myself from Puri, Odisha currently staying in Rourkela aged 51yrs investing in MF schemes since 2005, should I invest through direct stocks with mfs or exit mfs or stick only with mfs.
Hello sir, it's 7th time plse take my question. Angle One Ltd
PE 12 , ROE 47% , Highest ever sale & Operating profit posted on March 2023 quarter , share price now available 37% down from All time high. Ur views sir
Sir, textile-readymade garments sector cycle mana jaayega kya
Sir what is your view on EKI Energy and avasfinancial
I am watching your both videos everyday for last 3 months. Although asking for the first time.
Coal India has mrk cap of 1.48 lakh crore
Cash reserve is 51k crore
Earning PAT of 15 -30k crore every year
Govt will take all this money sooner or later as dividend.
Then y it is trading at just a PE of 5.29.
Also FSA coal prices were increased last in 2017. They must also increase soon.
This will further improve earnings. Is it not giving valuation comfort and scope of PE expansion.
Sir will el nino have an effect on agri chemical stocks like rallis, upl in 2023
चायना की बात ही अलग है. वहा Democrecy नही है. इसलीये वो जो भी प्रोजेक्ट चालू करना है वो तुरंत करते है.
अपने यहा देखीये, Democrecy है. महाराष्ट्र मे कोंकण मे Refinery पाच सालसे खाली झगडा चल रहा है. कैसे चायना के आगे जा सकते है.
Basant ji,I am a chartered accountant and currently reading your book The Thoughtful investor and loving it.I am currently building my portfolio and rargeting stocks like Kotak bank, hdfc bank,srf, bajaj finance, varun beverages, titan ,kpit tech,clean science, coromondal. Please guide whether the portfolio can give cagr of 15% over next 5 years.
Sir question -
Please give your view on GNA axles, PE is 12.5, good earnings and fundamentals I think. Thanks
please analyse ADITYA BIRLA FASHION RETAIL
Thank you Basant Sir for taking my question on Agrochemical Industry and 1 more follow up question.
Request you to do quick commentary on PI Industry vs UPL vs Coromandel International
(Muruguppa group)
Curious to know why UPL stock never turned out to be huge multibagger even when it has presence in 200+ countries.
@BasantMaheshwarihelpline1Fraud 😡
Icici Prudential life insurance long term investment kaisa rha g sir ji
Sir aaj tesla ke top management ne pmo mai high level meeting Kari hai
Sir, please share view on consumer discretionary like voltas, blue star, havells. There has been meaningful correction here.
If i recall, you were investor in voltas at one time.
@BasantMaheshwari2 15:38
@BasantMaheshwari2Fraud 😡
Market Over Bought
Correction Expected
Bahana
ECL
Debt Ceiling
Good Stocks To Buy
Those Who miss Traine
Your Knowledge is Super
Sir can o sell existing 200 Reliance shares and move to BM VISION 2030
Sunny from Japan !! Sirji thanks for you interesting n informative Videos, they have become a important part of my Daily routine now. One thing I have observed is your Polo Shirt collection 👌🏽
BM Sir. Why don't you get 'The Thoughtful Investor' mastered a an audio book. Would be a boon fir people like me with low eyesight.
Further more, it could help you increase sales since a lot of knowledge nowadays gets consumed on the go.
धन्यवाद
Sir HDFC TCS AND BAJ FINANCE OK FOR 15% CAGR in 10 years
Attempt#15
Sir , I have 25 lakhs in savings account . I don't have any desires to buy a house or car but want to secure my kids higher education ( 9 months and 3 years age) ..till 10th/12th class I can manage their education with my salary..can investing 25 lakhs in bm small cap small case can take care of their higher education (time span nearly fifteen years), if not how much should I invest ? .
Pls do analysis of Crompton consumer, this is 52 week low.
U r doing great job.
My advise to u, always take one stock and do the analysis in details as u promised PI industries, we will wait
Jubliant Food vs Devyani International vs Sapphire Foods. Please analyze
Hello Sir, Thank you so much for sharing your knowledge. I daily watch your videos from Germany. My name is sharath and I am basically from Bangalore. My day will be incomplete without watching your videos. My question is You mentioned that it is difficult to make money in power stocks. Are you referring to Power Grid? What is your view on power trading companies like IEX?
Thank you
Basant ji your views on Aether Industries. Want to hold for 10 years
Sir please discuss Sumitomo chemical india.
Wrong hashtags in the description box of the video. There's no mention of TESLA, BSE, DUPONT, NSDL in the video and it says listen to know about all these. Same hashtags in the last few videos with no mention of TESLA.
HI Sir, Kindly shre your views on speciality chemical sector for long term. Can Indian goverment also put some restriction like China did due to environmental issues?
Sir,after the recent tax changes,is it advisable to invest in foreign etfs and mutual funds..like Mirae asset Nyse FANG etf
Greetings sir
Thankyou for making us understand the market in a simple language.
Kindly request you to clear your views on index etf investing as you once said that investing in ETF is waste of time . I'm fully invested there so wanna know your views by a detailed video
Thankyou thankyou thankyou sir
Sir, please share your views on BDL and Emudhra. THANKS in advance
Sir time stamp dala kijiye bhot usefull hota h
Hi Sir, I found this company Permanent Magnets Limited, which seems to have a large portfolio of products and have great potential. Wanted to know about your thoughts on PML?
Sir jubilant food or bikaji. Which one to buy
With increasing in per capita income which industry benifited from??
Aur Gautam Gambhir's signature analysis???
Please put some light on Fertilizer stocks. Thank you.
Sir good morning what should I do to become next Basant maheshwari please take my question
If chatgpt takeaway jobs ... Then how come share market will increases...
No jobs not purchases inturn it effect economy right...?
Sir I am asking 4th time ~ Whats your view on Dreamfolks and it's business model for 1-2 year view
Sir please view on Aptus value housing stock
Whirpool 2000 की average buy है। इस स्टॉक और इस सेक्टर का भविष्य कैसा है सर। अगले 5 वर्षो मे।
Sir Namaskar, Praveen from Haryana...
Thankyou for taking my question in advance.
Sir I am holding Dixon Technologies and CAMS since IPO and ready to hold for long-term. Kindly share your view on both.
Sir sona blw analysis plz
HOW ARE YOU SIR
WE ARE WAITING
Sir Is it a good idea to shift from HUL to Tata consumer? I have already 20%profit in HUL
View on IT company
Good morning sir, thanks for taking my last question. Sir who should opt for focussed small cap & who for BM vision, if one has 5 lacs
Sir pl best agrolife and paraj industries ke baare main batayen pl
कभी कभी लगता है की जिंदगी में खुशियों की हरियाली कम हो रही है
😂
बहुत दूर एक एक हरी बत्ती दिखाई देती है और सोचते हैं रुकोमत चलते रहो ,थकावट ही क्यों न हो ,एक आशा के साथ निराशा के गलियारों से गुजरती है जिंदगी
खुशी को तलाशने ,उतरे चेहरे के साथ भी चलते रहते हैं
लेकिन यकीन मानिए वो मंजर भी शानदार होगा
लेकिन आज को यादगार बनाने में कसर मत छोड़िए...जय हिंद जय भारत
जय लिवाली,जय विकबाली😂
Sir. What are future prospects of defence sector? Suggest good defence shares to invest .
Respected Sir, I want to invest in IDFC First Bank for 5 years, What is the future?
Sir,the best investment in Real estate