Budget 2024 | Semiconductor Stocks | PLI Schemes | CA Rachana Ranade

Подписаться 5 млн

Просмотров 188 тыс.

50% 1

Dive into the red-hot semiconductor market! This video explores the explosive growth of chip companies and the trends shaping their future.
✔️ To Join Our Pro Investor Membership: link.rachanaranade.com/ProInv...
✔️ Invest in Knowledge: link.rachanaranade.com/Course...
For any queries drop a WhatsApp message on +919022196678
------------------------------------------------------------------------------------------------------------
✔️To open a free demat account click here: link.rachanaranade.com/Zerodha
✔️ All Social Media Handles: linktr.ee/RachanaRanade
---------------------------------------------------------------------------------------------------------------
Secure your life and health
✔️Ditto► Book a free consultation call with Ditto Insurance now: bit.ly/3xuAcBS
____________________________________________________________________
What is covered?
00:00 - Introduction
03:51 - Why India wants to become Global Hub of EMS?
04:54 - Problems with this sector
06:01 - Macro view of this Industry
07:10 - Company and its business
09:27 - OSAT Manufacturing Process
14:50 - Company's JV update
16:04 - Company's business plan
18:20 - Company's Financials
20:50 - Technical Analysis
#CARachanaRanade #ShareMarket #Budget2024

Опубликовано:

2 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 210

@CARachanaRanade 24 дня назад

✔️ To Join Our Pro Investor Membership: link.rachanaranade.com/ProInvestor ✔️ Invest in Knowledge: link.rachanaranade.com/CourseStore ✔️Kickstart your Investment Journey: link.rachanaranade.com/Zerodha For any queries drop a WhatsApp message on +919022196678

@shivampandey7748 24 дня назад

Ma'am it's a true 30% tds on f&o or rumour

@mertie-l2f 23 дня назад

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

@Daneilchirs 23 дня назад

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

@myrle-v4g 23 дня назад

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

@thuylamson-z7t 23 дня назад

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

@myrle-v4g 23 дня назад

Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@thuylamson-z7t 23 дня назад

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

@sarojpandaekamrabhubaneswa2114 24 дня назад

Amber makes room ACs for eight of the top ten AC companies, and its clients include Voltas, Panasonic, Blue Star, Daikin, and Hitachi. It has a 55 per cent share of the contract AC manufacturing and 19 per cent of the total room AC markets. It has 11 manufacturing facilities across India.

@ashishbarua2009 24 дня назад

The main concern is PE ratios: Dixon....203.39 Kaynes..137.23 Amber enterprises...116.08

@nilaypatel1971 23 дня назад

*Rachan Always Show Off like ,, "We Marathi are Best in Stock market & Business,,, Hahaha,,, Tell me 2 Names of Marathi in Top 15 Business men*

@vanshgada5663 23 дня назад

@@nilaypatel1971 True brother😂

@ronitraj8674 23 дня назад

When the bull market ends. The real value of these companies will show, valuation is no consideration in these videos

@NikhilJSonawane 22 дня назад

@@nilaypatel1971for ur information 1) *D. P. Dandekar* Camlin was established in 1931 by D. P. Dandekar and his brother G. P. Dandek 2)*Laxmanrao Kirloskar* - He build the First Industrial Township in India, founder of Kirloskar Group. Vikram Pandit - CEO Citi Group USA, previously Founded Old Lane Partners. 3)*Vivek Ranadive* - Founder & Chairman TIBCO Inc, USA (Silicon Valley) 4)*Dinesh Keskar* - Chairman Boeing India. You told give me 2 names ,I give 4. It only takes me 2 mins to Google it and check. First learn to use Google properly and then comment. There are thousands of successful marathis ,u only need to find them on Google. Jai Hind,Jai Maharashtra❤❤ Jai Shri Chatrapati Shivaji Maharaj❤❤ ~From A Proud Marathi

@Rajjain_ 22 дня назад

Pgel 75

@manojkumarpv5575 23 дня назад

Excellent coverage, mam. Quite informative. And 20 minutes brief really I like it rather than one hour...

@Ashish-nd3xj 24 дня назад

Almost everything you cover is always after a huge ralley when the stocks are really expensive

@kulwinderpalsingh1781 23 дня назад

😂😂😂😂😂

@iammilan1963 22 дня назад

😂😂

@PRINCEKUMAR-nv4ry 21 день назад

Everyone does the same thing.

@abhi_anand7061 12 дней назад

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢.

@palebiss1646 23 дня назад

We've basically stuffed 12 years of inflation into the past four years. Who's to say this sort of large spike won't happen at least a few more times over the next 40 or 50 plus years? Since this is the biggest financial challenge according to adults, what can you do to make sure inflation doesn't completely destroy your retirement savings?

@OscarOwenn 23 дня назад

I'm sitting at $189,100 and up around 16.86% in the past year and this portfolio is heavily focused on high yield ETFs

@collins.l454 23 дня назад

Do what you want... It's your money.. It's your investments.. you know your situation better than others

@OscarOwenn 23 дня назад

if you are not getting regular raises at work to keep pace with some inflation, then it's time to make a change Sitting on the sidelines expecting someone to just hand you more money is a terrible way to increase your income. If you don't care about taking the initiative to improve your financial situation with a financial advisor people like *Leah* *Foster* *Alderman* you are missing out then you cannot expect someone else to care for you.

@CoreyLloydo 23 дня назад

the re-iteration of having patience to wait for the trend to be up and 2. waiting for a break through point

@palebiss1646 23 дня назад

it's probably not enough of a move up yet but i checked on the person you recommend great reveiw on her

@ayanghosh1453 23 дня назад

Kaynes Key customers are OLA, Siemens. Coming years Honeywell should become their major account. However please understand in this segment their value add is negligible and limited to only EMS activity. They are engaging in ODM model for few products where there will be better margin. Also they have acquired the India Operations of Slovenia based company called Iskraemeco. They will use this facility to manufacture 1 PH Smart Meters for GOI under the Smart Grid Program. While PCB is ok but OSAT is still far off

@anuchugh31 24 дня назад

We’re in wave 5, correction night come after budget and next couple of months. Should enter after correction. Same with Amber and pg electroplast.

@veereshchanagond1307 16 дней назад

How do you count wave number exactly

@anuchugh31 16 дней назад

@@veereshchanagond1307 you’ll need to learn Elliot waves. However can invest in 2-3 instalments like now and next breakout. Markets have been rising higher on daily basis. There’s tiredness in charts and fall will come. No one can exactly time but better to invest in instalment. Also track the results to know if the projections are on track or not

@TrendFollowingwithManoj 20 дней назад

Selling innocent Retailers Courses has been the prime motive of this Channel. Not one single you have shown people what stocks you bought.

@abhi_anand7061 12 дней назад

@shekarkup 24 дня назад

Thanks a lot for the effort and sharing the details of this company. Very Useful and Helpful.

@CARachanaRanade 24 дня назад

Glad it was helpful!

@prijeshphilips7342 16 дней назад

@@CARachanaRanadebought earlier and waited for a higher position to sell off🤣

@abhi_anand7061 12 дней назад

@itsmebuddy4580 24 дня назад

Excellent as always.

@CARachanaRanade 24 дня назад

Thank you!

@nayanadwaith1010 24 дня назад

Ma'am, you're just amazing Thank you very much for this video. I gotta learnt so much from this ❤

@CARachanaRanade 24 дня назад

Glad it was helpful!

@jitendraraut2238 24 дня назад

Excellent analysis

@beawartaxation5250 24 дня назад

Recommendation kewal annual subscription m hi dete h

@brizeshhh 24 дня назад

Interlocking wo hai maam jiske fail hone pr recent train accident hua tha..😔 one of the most important part in railways, installed on tracks helps to change lanes for the train

@abhi_anand7061 12 дней назад

Rvnl

@vijaysingh879 24 дня назад

Thank you 👍

@NatureWildernessBeyond 24 дня назад

Rachana Ji, I appreciate you investing your time and effort in sharing your wisdom in semicon space. I would only request if you could suggest a company as nascent stage which buyers like us can dare to buy. I can't even buy 1000 shares of Kaynes at CMP. Thank you

@abhi_anand7061 12 дней назад

@ShashidharYaranal 17 дней назад

along with stock market, you also taught semiconductors in detail today.

@fernandisjude2870 22 дня назад

Kaynes Semicon is started building their office near to FOXCON office in hyderabad near my open plot. I recently went there and checked work is going so fast by 2026 they might start their production.

@nagasundaramthillai7970 16 дней назад

Hi bro, is this plant for chip fabrication ??

@dibyendumaji715 24 дня назад

Wao Ma'am! You've done a great analysis for us. Amazing🎉. Became a fan ❤ day to day👌

@CARachanaRanade 24 дня назад

Thank you!

@anandjetin 13 дней назад

Very well researched and presented. Keep it up ! Great work !!

@RupeshNirmal 24 дня назад

Nice in-depth analysis, going beyond her domain knowledge 👍🏼

@siddheshnagwekar8371 24 дня назад

U should check out CG power as well, they have already done JV with a company for semiconductor. Work on ground already started.

@rogerfede 24 дня назад

Yes

@mem1001953 23 дня назад

It will take 4 years. Only in the final testing segment..not into mfg.

@keeplearning5590 20 дней назад

Is there an Indian Technology only ETF available in NYSE to invest? I know there are Indian S&P500 equivalent ETFs in NYSE but I am looking for technology specific Indian Index funds in NYSE! Thanks!

@srinivasgujjari4543 23 дня назад

Thank you

@avinashyashwant2887 24 дня назад

CG POWER

@expmk3434 23 дня назад

PCB explanation with Calculator example...it's 110% effort I would say as an electronics enigineer.

@prasannavenkateswaramoorth6376 23 дня назад

Small cap like Moschip is good when market rate comes down for considering

@mriaksultan 22 дня назад

Please explain about the all sector stock which will boom after budget day

@creativenc6269 24 дня назад

Me finding all stocks name in comments😢

@electronicsgeekbiradar 24 дня назад

All are at high , big players buy and spread positve news through various ways . I agree they are good companies but they are overpriced

@DineshGawde09 24 дня назад

Diamonds never come with cheap value... I bought Dixon at ₹ 3500 that time it looked such a expensive stocks.. but it tripple from that price... If stock is good then current price dose not matter buy it whenever get dip...

@thakurtimmy8624 24 дня назад

Yass rachana ji dahnyabad veryy informative jai hind ✌👍🙏

@CARachanaRanade 24 дня назад

Thank you!

@akashgarai404 15 дней назад

Interlocking system is the most important system used in Railways for traffic control.

@mohitagrawal00 24 дня назад

Ma’am inter(IPCC) clear krte hi aapki firm mei articleship Ke Liye apply krunga 🚣🚣

@pawangowda5699 24 дня назад

The Roce and Roe shown in vedio is not reflecting in screener. How to be sure while doing analysis

@abhi_anand7061 12 дней назад

@Sparsh421 24 дня назад

What about the PSU sector in electronics Like Bharat electronics

@saratchandra4109 24 дня назад

It is completely in to Defence.

@mem1001953 23 дня назад

They assemble and finish.. Not in mfg sc.

@MedMindsNetwork 24 дня назад

The public makes profit at the right time both FII and DII stuck at higher levels 😂😂😂😂 This time people are more knowledgeable they don't come under the trap by institutionals 😂😂

@vasudevarao319 24 дня назад

GOOD

@sekhar6753 24 дня назад

Akka, all the 3 stocks are over valued right ? if we are investing means taking Risk ?

@poojapareek02 24 дня назад

Akka kaho ya Amma , she won't reply until you buy membership 😂

@SGT7799 24 дня назад

@@poojapareek02😂😂😂😂 right

@vijays6048 24 дня назад

@@poojapareek02😂😂

@magihoney2 24 дня назад

@@poojapareek02😂😂

@Vttv83 23 дня назад

😂😂😂😂@@poojapareek02

@safarn61 20 дней назад

I remembered once she shared detailed analysis of GNFC stock from that month , stock never makes new high still in consolidation period,................. do not buy her recommended or analysed stocks, if you dont trust see her older videos.

@nilaypatel1971 23 дня назад

Exact Recommendation in Paid Subscription might be in rachna video,

@dishasrivastava7670 18 дней назад

Nice learning video

@gmmenglish 20 дней назад

Hope this budget brings smiles for the common man.

@mem1001953 23 дня назад

When I bought Kaynes at 2900 it was expensive...now too...but pls note there is no company now in semiconductor segments now. May take 4 years more. Kaynes is A Pcb unit. Electronic design and mfg company.

@user-ok3cl6zl8n 24 дня назад

Excellent video. Very much informative. Thanks a lot

@CARachanaRanade 24 дня назад

Glad it was helpful!

@pavanvtayde 24 дня назад

Bahot der kar di mehrama aate aate.

@Vaibhavpimplepatil 24 дня назад

मध्ये मध्ये मराठी...❤ 9.40 आणि 13.11 डबी 14.06 पण माहिती खूप छान समजली आहे मराठी मध्ये पण करा असा व्हिडिओ

@chandrakantparmar1197 24 дня назад

Mem social media par aap ke naam se real page kon sa hai? Please batayiega

@somayyahhashmi2538 24 дня назад

Don’t fall for that. It’s all fake I clicked on that link and it is all a scam.

@rajanpushpangadan4886 24 дня назад

We want boost our membership holders

@arjunansapre2005 24 дня назад

Stock name?

@apurva797 24 дня назад

Which to invest

@ahusainhusain8767 24 дня назад

Hi mam

@RajeshKumar-rl2dy 24 дня назад

What about CG Power

@mysmilehw 22 дня назад

What’s stock of the month for July

@omkarsawant7933 20 дней назад

I love your style Rachna😂😂😂

@divakarreddy1896 18 дней назад

Good 👍

@maheshwankhede8593 23 дня назад

Kaynes me promotors holding q Kam hui ye bhi batao

@31JUJHAR 24 дня назад

This content seems loaded - it would be better to have couple of more semiconductor comp review or SWOT

@yogeshgupta1956 21 день назад

Ek CA ki analysis aisi hoti hai, deep in deep 🙌🙌🙌🙌🙌🙌

@abhi_anand7061 12 дней назад

@felakawilam5747 24 дня назад

Wait for correction

@user-almighty_is_here_now 23 дня назад

I see her artistic skills while explaining. That's nice too, my sister.

@BaruchEitan 20 дней назад

I will forever appreciate this channel and Mrs Elizabeth Frankel, you've helped my family alot, your videos, advice, lessons and funny words are inspirational and helpful to us. My Wife and I have been able to be minimal, conscious in spending, saving and investing wisely, I now earn every week. You're such a blessing to this generation. we all love you😘

@viveksaraf6920 24 дня назад

Syrma SGS...

@-RK2102 23 дня назад

SYRMA SGS technology is a better play and it is also into EMS

@mantruth6628 22 дня назад

What about BEL

@sadanandgote5544 22 дня назад

Why should Korean , Taiwanese companies enter into collaboration with Indian companies?.

@moneymindedguy 24 дня назад

buying at a PE of 147 will be a joke. wait for retracement is my opinion

@spamnyny9492 23 дня назад

WHAT ABOUT Garden reach ?

@bogdanoff3636 15 дней назад

Mam aapka pc hai toh usme processor laga hoga example ke liye dekh lo

@ashutoshgupta321 24 дня назад

All are at all time high🥱

@ta36d 24 дня назад

all time low😎

@ateasailo1110 24 дня назад

So true😊

@jackiecooper9439 24 дня назад

Buy High Sell low!!

@krishghelani21 24 дня назад

Bhai ye sab shares life time all time high pe hi rahenge 😂😂

@ashutoshgupta321 24 дня назад

@@krishghelani21 ye to smay btaega apko..market jra niche Ane to dijiye 😅

@deeppatil1376 24 дня назад

Thus stocks will run like crazy tomorrow 😂

@phaneendraballa 23 дня назад

100k viewed though 5Mn subscribers there. but quantity traded is 159k where as traded quantity of yesterday was 26k. i.e., 5X need to monitor for 1 month, will get to know full details.

@vaibhavsoni5620 24 дня назад

But this all company has share price of 4000+ and one is 12000+

@TheLionKing2345 23 дня назад

Ultra overvalued stock ..

@jayasurya2668 3 дня назад

Mam i have a doubt with earning per share it is basically the profits of each share but why we the share holders don't get it where does the money go mam I am new to this field pls guide me

@Nationatheart2023 21 день назад

It should rename itself "rocket growth stock".

@swapnilkayarkar5759 24 дня назад

Bhawa 🎉 😅

@sayyedjunaid6392 24 дня назад

Shukria mam

@ShivendraNegi8 13 дней назад

What about mic electronics...its a semiconductor company

@Man00777 24 дня назад

Mentioning Taiwan without background of one china policy and probable invasion can be little misleading.

@anuchugh31 24 дня назад

This is India not China. Officially government has one China policy but we don’t require China visa to go to China.

@Man00777 24 дня назад

@@anuchugh31 LoL. Misplaced nationalism may spell financial troubles. My point is totally from an investment opportunity perspective. Partnering with Taiwan based entities is a risky bet, hence USA has chips act, India has PLI schemes and other companies are building new fabs all over the world to have better control on supply chains. Investing in this space needs a good understanding of global geopolitics. Electronics 101 is not sufficient. No FOMO. follow a circle of competence.

@anuchugh31 24 дня назад

@@Man00777 manufacturing from ete is what Kanye’s is also doing. Kaynes has opened a subsidiary to be listed in Taiwan similarly like Foxconn which is investing majorly in US but all the technicals aside, government has not restricted media to not call Taiwan as Taiwan. But as part of Prc. Whoever doesn’t know its current state as being led by a far right party and official stance is perhaps not into business. This is nothing to do with hyper nationalism or even nationalism

@Sacchh 22 дня назад

She has purchased in bulk, and now promoting it. Sahi business hai.. Pump and dump

@mohitn2952 13 дней назад

Like most others , suggesting us after massive rally

@nidhingana 23 дня назад

Syrma SGS.. Competitor of Kaynes?

@mem1001953 23 дня назад

Similar segment. Kaynes is miles ahead...

@uttamthakur2016 22 дня назад

15 and 900 billions dollars , huge differnce between India & China Govt must boost private players

@bran702 24 дня назад

Better long for 3 quarters, and short the 4th. Substandard Indian electronic industries and an overpriced few quality premium items would meet a nose dive within the first year😮. India is experts in cowdung products. Gaumata has lot to contribute to our gdp.

@natvarsinhzala9078 22 дня назад

You mind is full off toilet water.First take mental treatment then advise others 😅😅

@pankajghosh8371 22 дня назад

pls mention 15 billions=?in cr.

@hpatil22 22 дня назад

Madam me mebership ghetli ahe jully month chi pn video play hot nahi tyat bolat ahe suscribe kara mhnhn

@jerrycampbell-ut9yf 4 дня назад

The stock market rise is finished, but I'm not sure if stocks will immediately rebound, continue to fall or swing in a narrow range for a few weeks, or if things will drastically deteriorate. I'm feeling pressed to increase my $450k reserve.

@Peterl4290 4 дня назад

It is more difficult to build a good financial portfolio, so I recommend that you seek professional assistance. You will then obtain methods that are tailored to your How does one go about finding a capable FA? I appreciate the notion of using their services, but it's too bad that stock market meltdowns have recently become commonplace.

@larrypaul-cw9nk 4 дня назад

That is correct! You don't have to be a perfect investor; all you need to do is seek assistance from an expert. Despite having no prior investment experience, I began investing in 2016 and profited almost $900k that year.

@sabastinenoah 4 дня назад

That is just amazing! Could you please tell me about your Certified Financial Planner (CFP)? This year, I'm considering some financial changes.

@larrypaul-cw9nk 4 дня назад

Her name is “Annette Christine Conte” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

@sabastinenoah 4 дня назад

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

@a.b134 13 дней назад

80% cash in hand 🎉

@jadagopi7258 16 дней назад

July 23 isthe same as june4

@wastedreams8291 24 дня назад

KAYNES

@pankajrawat752 21 день назад

Kindly somebody provide the minutes of the video

@gauravtyagi3214 21 день назад

₹MOSCHIPS₹

@bala6586 20 дней назад

It's too late. Followers might have benefited a lot if you would have analyzed it a couple of months ago

@dino2396 24 дня назад

Your fumble on kaunes technology show that there was a need of homework.

@anupamgovind3979 24 дня назад

2:57 Consumer durabled

@ssrathore4390 24 дня назад

What does. AKKA means

@deepakchavare8283 24 дня назад

Sister

@nileshnanaware9429 15 дней назад

Tai

@DhumalExpress 24 дня назад

Angel one scam can you please explain

@prameyprabhudesai864 24 дня назад

What is the scam with Angel one??

@user-almighty_is_here_now 23 дня назад

What's it ? Can you please elaborate...

@rampathak1 21 день назад

Don't get trapped in costly stocks. If you truly believe in technical analysis, wait for a reversal chart pattern after filling the window at ₹1015.55, or wait for another opportunity. These so-called qualified RU-vidrs can lead you to bankruptcy rather than guide you to the right entry price.