Dear Sahil, On this auspicious occasion of Guru Purnima, I express my deepest gratitude to you for all the guidance and education on stock market. Wishing you a very Happy Guru Purnima!
Potential stock। But I am also with your views that is it prudent to purchase at this moment। My observation is to be kept in your book, but should but if there is a good corrections।
Thank you so much Sahil for this in depth analysis. This is extremely helpful in making good decisions for our investments. I am glad to see that 4 out of 6 companies you mentioned are also in my portfolio :) I will explore the remaining 2 (may be all 4) and see if I need to reallocate. I currently have around 70 stocks in my portfolio, which is a very high number. But since I consider Largecap, Midcap, Smallcap and Microcap as separate categories, so its around 10-20 stocks each depending on the category (though allocation is highest for largecap). I believe having more stocks in midcap and smallcap category reduces the risk, and increases the chances of finding multibaggers, though I would like to know what is a good number of stocks to have in the portfolio. I have also divided my allocations by sector. I would really appreciate if we can have a video on sector wise allocation for a long term investor. I have highest allocation (20%) to NBFCs/Banks, followeed by another 20% for FMCG/Retail, 15% Infra, 15% Green Energy and EVs, 15% IT, Electronics and telecom, and the rest is divided among Pharma, Chemicals, Hospitality and Misc. I would really appreciate a video covering the Portfolio management aspects like right number of stocks, sector allocation, reshuffling duration and rebalancing. There are wayy too many good stocks out there, and leaving them out of the folio and see them multiply becomes really painful :) Though my folio is beating Nifty so far, but I am sure I could do much better. Its just been few years since I started my investment journey, and I am trying to keep improving with each year. Glad to have come across your channel. All the Best :)
Excellent video, Sahil! PG Electroplast is another undervalued company in this space. We have VOEPL (Virtuosa Opto Elec) in the SME category, which seems promising.
Bro., I had seen 1st part but forgotten, I am waiting for part-2(Indian Electronics Sector). My suggession is release both parts at once. Good learing videos from your channel, But If possible make videos on OI(Price,Volume&open Interest), It helps a short term(15days to 1month) profit of 5to10% .Thanking Brother. All the best
Excellent explanation as usual. You are great brother. I request you take technical anylasis session so that we are able to find the best share to invest for long term 🙏💐
Thanks Sahil for the wonderful video about EMS Sector. As a retail investor i found your videos very informative. Please keep contributing to retail investors. Thanks once again
Sahil, I found this video very useful due to in-depth analysis of financial and business. Thank you for enlightening the viewers. Can I know if you would consider Optiemus infracom in this space considering the subsidiary that's operating in EMS
Friends pls tell Which are best stock to buy for long term wealth Creation for my childrens..... I lnow very little level of English only so that asking which are best to invest on sip method.....
Great analysis! I really appreciated your in-depth research and clear presentation. The way you explained the market trends and analyzed the company's financials was insightful. If possible, kindly provide fundamental analysis of paper industry ( stock JK Paper ltd)
1) Dixon
2) Amber
3) Kaynes Technologies
4) Avalon
5) Syrma SGS
6)Cyient DLM
Thank me.later ❤
Dixon king 👑 h baki sab to risky kyu ek hi sector me h
He missed another great company
Thank you Manoj
@@CosmicKey-dj3gx what is it my friend
Very Nice
1. Dixon, 2. Amber, 3.kaynes, 4.Avalon , 5.Syema SGS, 6. Cyient DLM , 7. Centum
Thank you
@@shivim3929 he said about these only
Thank you sir😢😢
I’m a doctor by profession but I regard you as one of my Guru in investment journey. May your tribe grow ❤
Thanks a lot 🙏🏼
Investment doctor ji Mubarak ho
Complete course on money management: www.sahilbhadviya.in/
Additional 10% off : Code: GP10 (Limited period offer)
This channel is more professional than other marwari channel which talks about everything except stocks.
You deserve a big thank you, Sahil for your analysis of ems companies.
Dear Sahil,
On this auspicious occasion of Guru Purnima, I express my deepest gratitude to you for all the guidance and education on stock market. Wishing you a very Happy Guru Purnima!
Your effort to make us understand every small little thing of analysis needs an applaud... Thank You Sahil for such a nice effort.. God bless you. :)
One common thing among these stocks is High PE , which means already it is factored.those who already bought can hold, but what about fresh buy?
Potential stock। But I am also with your views that is it prudent to purchase at this moment।
My observation is to be kept in your book, but should but if there is a good corrections।
Thank you so much Sahil for this in depth analysis. This is extremely helpful in making good decisions for our investments. I am glad to see that 4 out of 6 companies you mentioned are also in my portfolio :) I will explore the remaining 2 (may be all 4) and see if I need to reallocate.
I currently have around 70 stocks in my portfolio, which is a very high number. But since I consider Largecap, Midcap, Smallcap and Microcap as separate categories, so its around 10-20 stocks each depending on the category (though allocation is highest for largecap). I believe having more stocks in midcap and smallcap category reduces the risk, and increases the chances of finding multibaggers, though I would like to know what is a good number of stocks to have in the portfolio.
I have also divided my allocations by sector. I would really appreciate if we can have a video on sector wise allocation for a long term investor. I have highest allocation (20%) to NBFCs/Banks, followeed by another 20% for FMCG/Retail, 15% Infra, 15% Green Energy and EVs, 15% IT, Electronics and telecom, and the rest is divided among Pharma, Chemicals, Hospitality and Misc.
I would really appreciate a video covering the Portfolio management aspects like right number of stocks, sector allocation, reshuffling duration and rebalancing. There are wayy too many good stocks out there, and leaving them out of the folio and see them multiply becomes really painful :) Though my folio is beating Nifty so far, but I am sure I could do much better. Its just been few years since I started my investment journey, and I am trying to keep improving with each year. Glad to have come across your channel. All the Best :)
Use ful information, thank you very much 🎉🎉
Sahil you haven’t covered PG Electroplast ltd. It is an ems manufacturer with OEM & ODM capabilities
You are my Guru in financial world …. Thank you so much for your guidance
Sahil is having high exposure in amber enterprises
How do u know?
@@x_man007 I’m premium customer
Dooba degi
I am having working experience in amber enterprises
@@Gujjustockifypremium user as in wht is the difference
Excellent video, Sahil! PG Electroplast is another undervalued company in this space. We have VOEPL (Virtuosa Opto Elec) in the SME category, which seems promising.
Happy Guru Purnima. I learnt a lot from you. God Bless
Discussed companies
1. Dixon technology
2. Amber enterprise
3. Kaynes technology
4. Avalon technology
5. Syrma SGS
6. Cyient DLM
Extremely happy to hear your analysis... very useful contrnt Mr Honest, THANK YOU.
Dear Sahil, Thanks for the detailed analysis video. It's really exceptional content and very useful video.
Gurus blessing is sought on this auspicious day. Thanks for your support.
I think company like EMS companies which manufacture sensitive equipment in Aerospace Defence clean Energy and ADAS are going to benefit more
Happy Guru Purnima Shahil, you are also a good Guru serving for this society to educate us in finance.
Bharat FIH IPO also worth considering! just a thought. Its a Foxconn Subsidiary. Manufacture of xiaomi and other products.
Sir I am 17 and you are my guru.
Happy guru purnima sir
Happy Gurupurnima Sahil ....excellent n detailed analysis of EMS sector by you .Thnx❤
Thank you very much Sahil. Looking forward to know your view on PG electroplast
Bro., I had seen 1st part but forgotten, I am waiting for part-2(Indian Electronics Sector). My suggession is release both parts at once. Good learing videos from your channel, But If possible make videos on OI(Price,Volume&open Interest), It helps a short term(15days to 1month) profit of 5to10% .Thanking Brother. All the best
i think dixon ,kayens ,cyient dlm have bright future
Thank you for your valuable information sir 🙏
I like your comparison of the stocks it helps to differentiate
Excellent effort put in ❤
Thank-you Sahil for your Excellent video, detailed information of it small investors like me it is very helpful
Please make a video about Railway sector...
Excellent explanation as usual. You are great brother. I request you take technical anylasis session so that we are able to find the best share to invest for long term 🙏💐
Both the episodes are super analysis of the sector and really useful to make a informed decision to choose 👌😊👍
Very good information.. Guruji
Thanks 🙏
You are great analyzer and advisor in various sectors and industries.
Like to hear you.
Thank you Brother for all your Efforts ., Very knowledgeable content ..
All the stocks as you deliberated in this video , ofcourse are very good but presently are overvalued
Thank you sahil. Very nice. Please make a vedio on defence sector
Great insights Sahil, many thanks
Optiemus Infracom is missing from your analysis, may I know your views on this company
Thanks Sahil for the wonderful video about EMS Sector. As a retail investor i found your videos very informative. Please keep contributing to retail investors. Thanks once again
Thanks for sharing priceless knowledge
Sir, may I request you for analysis video for Avalon?
Beautifully analysis..thanks bro..
Thanks
Your vedio is extremely impressive with true fundamental. I waite every your vedio.
Dear sir, Excellent analysis. Many Many thanks for your sincere hard work. It is more informative and helpful.
Thank you for the detailed review!!
Now the valuation of all these stocks skyrocketed 😂😂😂
Nice Analysis. Thankyou
Hi Sahil, very useful video. Could you tell us what negative cash from operation means?
Sahil, I found this video very useful due to in-depth analysis of financial and business. Thank you for enlightening the viewers. Can I know if you would consider Optiemus infracom in this space considering the subsidiary that's operating in EMS
Nice research work and good explanation ❤
Hi Sahil ,great going,keep the good work
Thank you for the derailed analysis. Much appreciated bro
Happy Guru poornami to u as u r educating so many
Sir
same to you sir 🎉you are doing great work 🙏👍
Happy Guru Pornima Sir,
Best guidence from u always.
Happy Gurupurnima to sahil sir 🙏
Hello Sir,
Can you pls make detailed video on disruptive sectors.
I am greatful to you for such an important vedio.
Video
Thanku sir it was excellent information
Can u please make a vedio comparing these stocks
More of indepth analysis
Please make video on Under Valued stocks that are trading now having potential for Long Term, Start new series of Under Valued stocks every month
finally found perfect details.
God bless you sahil sir.
Dixon
Amber
Kaynes tech
Avalon tech
Syrma sgs
Cyient
Centrum. Elin
Great content sahil bro, you are phenomenal.
Hi Sahil, please share your opinion on Gujarat fluorochemicals
Happy Guru Purnima Sir
I have one of these stock in my portfolio and glad that you also suggest them
Great analysis sir. Expect same guidance regarding this sector in future also. ❤ U.
Can you please advice me whether to buy or sell Olectra Green tech and JBM Auto.
Happy Guru purnima .
Happy Guri Purnima Sahil Ji.
Happy Guru Purnima Sir.
Amazing detailed information Sahil 👏👏👏👏. I am waiting for Dixon correction and have only less quantity in my portfolio.
Friends pls tell Which are best stock to buy for long term wealth Creation for my childrens..... I lnow very little level of English only so that asking which are best to invest on sip method.....
Pls make video on gold finance co and future potential all co.
Hats off to your greatest effort.
Nice, understand EMS industry. 👍
Page industries ke bareme ek details video banaiye
Happy guru purnima Sahil sir
Great Analysis.
you are great! understand amount hardwork and time invested in this research!!
WONDERFUL explanation bro💯❤
Very Happy Guru poornima sir🎉❤
Nice analysis sahil
It will help many to decide and pick better stock s
Put the text in upper part of video. That way it wont block the subtitles.
Great analysis! I really appreciated your in-depth research and clear presentation. The way you explained the market trends and analyzed the company's financials was insightful. If possible, kindly provide fundamental analysis of paper industry ( stock JK Paper ltd)
Simple and detailed
Hat's off sir. U r too good. sir kindly make a video on Senco Gold ipo.
Sir please explain what will the impact of govt recently reduced GST on electronic items?
Hats off for your deep core analysis❤
Thank you Sahil
Hello sir.....Thank you 🙏 very much
Jay Sita Ram 🙏
Happy guru purnima brother
Great explanation