Apki teaching ki vajah se acche stock me bhi agar giravat aa jaye to dar nahi lagta aur mind stable rahta hai...keep doing" man ki baat vivek ke sath" ओम नमः शिवाय! जय शिवराय!!! महाराष्ट्र,नवी मुंबई.
Congratulations Vivekji. To- days analysis is very good. U have changed our perception for share market. I listen to ur free class knowledge journey. First time in my life understand the share market very easily. U give us knowledge easily in lusid lenguage.
Vivek bhai changed the perception towards stock market a lot. He has done phenomenal job of educating all retail traders / investors by combining technical and fundamental knowledge to great extent.
Probably there is one more reason i.e increase in crude prices, this can affect their margins in negative way. Thank you for the detailed analysis, as always very helpful.
Yes, but remember, ASIAN and BERGER are leaders and have pricing power. Indigo Paint deals with luxury painting, in that segment little price increments do not affect much. Besides, crude will fall again but not the paint prices.
Sir I highly appreciate your teaching. I am after all your student and I have a doubt, you have ignored the rise in Crude oil prices which is the main raw material for paint industry. The paint stocks has fallen due to that reason and not that you mentioned in your video. Please forgive me if I am wrong. I am still indebted to you as you are my GURU. ❤❤❤🙏🙏🙏🙏
Hi Thanks for raising this point, But the price of crude was around 140 in 2008, this company has survived many up and down and has a very strong management. Also the products are good Last time I used there paint it lasted for 7 years in external walls.
@@thetruthseeker6340 I agree to your point but you need to understand the margin pressure. In 2008 there would have few competitors now in 2023 the things are different.
@@Sadanand4 Guru needs to cleatr the doubts of his student. I am not opposing VIVEK sir. I want to clear my doubts. I can only be convinced if Vivek sir answers not by any other. I believe he is the only most knowledgeable person.
Stock Price of Bereger paint is down bcoz of the News that Kotak Institutional Equities downgrades co to "sell", and that is said by Vivek sir in this video, as far as Crude oil prices are concern so check its trading at the same level from past two weeks, Do you think if Crude oil is the reason than it would fall two week earlier. It's not sometimes a single reason for the stock price to come down, As Reason were created for the Stock Price to come down and to go up as well. 😀
Thanks Sir...I was waiting for this video from your side ..and I was sure you would explain. Your knowledge helps us to remain confident..thanks very much for all your efforts.
great explanation vivek bhai. i have joined your channel about 6 months ago and have been actively following. thank you very much for your efforts. i have gained immense knowledge from you and feel very confident now on my decisions. jab thoda doubt aata hai, toh apka koi bhi positive video dekh leta hoon aur wapas field mein. thank you very much for what you are doing. Now coming to Berger, is 1.5 yrs mein jab grasim plants setup kar rahe hai, us samay kya berger baitha rahega? nahi... woh try karenge ki grasim ka market mein utarne ke pehle bacha market tap karna aur berger aur bhi aggressive ho jayega in this next 1.5 yrs with their distribution and supply chain. aj ki company thodi hi hai. its just that they need to speed up on their actions.
i do visit rajasthan every year and generally do a night stay in gurgaon. i will surely try to meet you when i am next in gurgaon just to let you know my connection with your thoughts.
Guru Ji Thanks al lot For This Learning bonus 1:5 on 22 sept. will allso adjucted the price by 20 % also may be the reson also for this fall May God Bless You With Your Family
*important question sir* i love you sir *sir ethos watches, bought at 900, now at 1850* *sula vine bought at 400, now at 470* *also bought apl apollo, astral, pi industries, navin fl, apollo tyres, KEI, balaji amines, Timken, bse, etc..... all at 2-4x profits* *sir shall i add/remove/hold any stock from the above???????*
i was holding L&T at 1600 levels which i shuffled to berger during market high at 865 range, now L&T has doubled almost and berger is still under loss. I hate myself for the decision and living with it!
Vivek bhai, Please share your updated portfolio. A lot of changes have happened in the market since you last shared it. It would be of help to small investors like us to learn how you rotated the capital in the current scenario or are there any new entrants or deletions from the last portfolio you shared.
For all those talking about crude prices, crude has been in similar range for past 15 days around $93-94. Why sudden drop only for last 4 days and not 15 days back when the stock was going up? This is planted convenient news
Entire paint industry trades at P/E exceeding 50x. These are very expensive valuations for a new investor and a small miss by the company or within the industry can depress returns for long time periods. This is a point you should highlight in your videos.
Good analysis, i am not sure if someone has noticed error in berger spelling in title.. this may be an issue for someone who search this video on youtube using title.
Berger paints break out is bcz of bonus... Bergers futures not went up.. Before bonus 50 rupees difference between stock and future price of same month... Operater played game on bonus... Bcz of crude came back to normal after bonus
Vivek bhai can you please cover algo trading with Streak in one of your sessions? Your approach to simplifying complex things will be really helpful to us in understanding it.
Hello Vivek bhai, Jai Shri Krishna! For some companies, I have observed that in CWIP they have only 2-3cr, and next year suddenly their fixed assets gets increased by 2x or 3x wrt previous year fixed assets, how to interpret this thing, e.g. JTL industries, this company has nothing in CWIP but their fixed assed is growing 2x every years, and in Concalls also they have mentioned about their capacity expansion plan, but It seems like these expansion activities are not getting reflected in CWIP Thank you!
Thanks again Sir for this awakening video. It would be great if you can help us with a video on POONAWALA FINCORP. The company's sale of HF is completed in Jul'23 which will increase Networth in Q2'23.Should we hold the shares for a rise in price
Hello Vivek Sir, What abt Adani Wilmar, Adani Ports and Adani Total gas... still trading at low level after your video. Please sir suggest whether we can hold or exit from Adani stocks?
Vivek ji , Demand will remain string but new entrants will spoil selling prices & reduce margins. So valuation are getting affected. What so you think.
