IT Stocks down 20%-35% - Right time to add IT stocks in FY25? IT sector Analysis

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IT Stocks down 20%-35% - Right time to add IT stocks? IT sector Analysis
#sahilbhadviya #itsector #stockmarket #fundamentalanalysis

Опубликовано:

19 май 2024

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Комментарии : 358

@SahilBhadviya Месяц назад

Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

@venkatareddypappula6354 Месяц назад

BUYING IT BEES SIR

@MKD11990 Месяц назад

Infosys and happiest mind bet for 10 years.. Infosys buying price 1376 and happiest mind 840..

@Rraahhuull55 Месяц назад

Sahil most finfluencers say Indian IT is not that active in Gen Ai. If they are, then not getting business in short client not spending much as yet.. Your views??

@1995mubeen Месяц назад

what is the difference between 749/month package shown while clicking the join button and 4990/year package in the website?

@isoranickerson1317 Месяц назад

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@jamesmargarita3485 Месяц назад

His tg

@jamesmargarita3485 Месяц назад

*@michaeltpin*

@richardisaac8116 Месяц назад

Rather than attempting to predict future recessions and risking financial losses, a more effective strategy is to build a well-diversified portfolio that can withstand various market conditions. This approach has allowed some individuals to consistently generate substantial returns, averaging around 150K every quarter as reported by Bloomberg

@RichardMoore-jg5tl Месяц назад

is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?

@RusuSilva Месяц назад

It may be a good idea to speak with a financial advisor who can help you develop a portfolio based on your individual goals and risk tolerance.

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Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.

@RossiPopa Месяц назад

Your advisor seems competent. Could you share how I can reach out to them? I've recently sold some property and am interested in investing in stocks, and I'm seeking guidance.

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@RossiPopa Месяц назад

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

@ranjanpatil5168 Месяц назад

Thanks Sahil.....excellent analysis. Appreciated your effort....

@pavankumar-qj5ql Месяц назад

Finally ur video convinced my to invest in IT stocks in this period... excellent example of PSU banks defence stocks....

@golisanthoshkumar1319 Месяц назад

Thank You Sahil Excellent Analysis Appreciated your Efforts

@basantshrivastava7781 Месяц назад

Thank you Sahil Bhai for your efforts and information.

@johnsondevasagayam9704 Месяц назад

Thank u sahil for making this video Very Informative ❤

@chaocingdon7270 Месяц назад

Thanks Sahil. Adding Nifty IT BEES on every dip.

@AdityaSingh-iv9wz Месяц назад

That part of excel sheet showing analysis of EPS growth and PE re rating was very good I learned something new ☺

@vinod.k.maroodi5979 Месяц назад

Thank you.. Sahil 💐

@user-ux8hc5ch5j Месяц назад

Thank you so much for valuable information

@ali_editz7 Месяц назад

Great informative and valuable video keep going sahil❤️🙏🏻

@krishnachagarlamudi9919 Месяц назад

Sir, your presentation is really excellent. We are grateful to you. Thanks a lot

@simplesheenu Месяц назад

One idea is to start investing in an ETF that tracks IT companies. Eg: Nippon India ETF Nifty IT

@pskarthic Месяц назад

Nifty IT is tracking top 50, most of the stock he mentioned are not in index

@Snesded Месяц назад

14%down

@senthilkumar7287 Месяц назад

*Very insightful contents, Your efforts r highly appreciated Mr Perfect!!!*

@tejasbiraris9077 Месяц назад

Nicely explained!

@rakeshgupta4130 Месяц назад

Awesome videos...Pressed the bell 🔔 icon, the moment u showed that 20 stocks in Excel...that shows your hardwork ❤🎉 👍

@nishantsaini2715 Месяц назад

This video shows how much effort you have put it. Thank you Sahil for everything 💕

@jug-i5n Месяц назад

Great analysis 👍👍👏👏

@j.k.sjevus68 Месяц назад

Very insightful. Thank you. 60% of my folio constitutes IT

@siddhantaeren2338 Месяц назад

Amazing information. Thanks

@meridhun5102 Месяц назад

Very detailed vedio bhaiya....you have put lot if effort...thank you so much for enriching videos which are very educative and very helpful..Pranam

@abhijithnair6515 Месяц назад

Holding Infy, TCS, Wipro, Coforge, Mphasis, Mastek and Affle. Thinking about adding Bsoft & HCL. Not convinced by Zensar tech though due to its poor sales growth even though it’s available at mouth watering PE and Goldman Sachs are constantly adding this stock for a while now.

@sudhirjadhav8766 24 дня назад

Very informative video,grt knowledge bro...keep it up

@maverickrahul104 12 дней назад

Excellent analysis!!

@govindjoshi8171 Месяц назад

Excellent explanation

@manasbanerjee7580 Месяц назад

Yes u r absolutely right... Few days agoAlready picked COFORGE, PERSISTENT, LTIM,LTTS, TATA TECHNOLOGIES AND INFOSYS.

@salmanreshamwala8783 Месяц назад

Great Analysis. More than that perfect timing to discuss about IT sectore and take the discussion. Definitely, it will help the retailers to take the discussion. Thank you Sahil.

@raviteja5021 Месяц назад

Hi Sahil, Thanks l liked this video, to be honest waiting for this kind of IT sector analysis

@manjunathn2111 Месяц назад

Very good analysis 👏 👏

@sujeesh9203 Месяц назад

Value pick - Infosys Growth pick - KPIT

@MAHESHPICHA Месяц назад

Thanks 👍

@adinarayana5773 Месяц назад

Excellent analysis bro..pls do similar analysis for chemical sector also..Thank you..!!

@ganesannanjappan6460 Месяц назад

Thanks for your analysis 🎉

@vaijayantimhalsekar735 Месяц назад

sahil great analisys

@munjaalraval Месяц назад

Insightful

@hemantbatra542 Месяц назад

Thanks Sahil

@nagarajms8932 Месяц назад

Analysis 👌🏻👌🏻👌🏻Thank you For Your Views 🙏🙏

@piyushparekh5807 Месяц назад

Very much true 👍 good analysis of full It sector, thanks for giving right information 👍 👏👌👍

@SatyamtheTruth999 Месяц назад

IT portfolio has ditched my profits by 40%. Now I will confine my IT portfolio to a maximum of 15% of my total investment.

@rajandeepsinghbhullar4894 Месяц назад

Good that you have learnt lesson

@dewanmohamed9167 Месяц назад

Any sector will have bad time and good time and it's all about cycles.. it's not easy to regularly capture the growing cycle upfront so better to diversify but after some years you may even feel bad that you didn't invest more in IT stocks and that's how market works

@KrishnaSpiritual1 Месяц назад

Thanks Sahil. Your efforts are much appreciated. I have invested in Kpit, Newge, latent view, Happiest mind. I wonder like to add Kpit more.

@sbsmani2088 Месяц назад

superb dear sahil 👍

@karthiv984 Месяц назад

Advance congrats for 500k subscribers.. Keep up the good work...

@funtimetamil3441 Месяц назад

@prasada1280 Месяц назад

It is nothing big. IT sector has fallen by 15%. So if u pick up now 20-30% returns are normal. This is usual swing trading. Now on can IT create consistent compounders? No. Why ? Because this correction is less economical and more fundamental and structural.

@debabratasarkar7477 Месяц назад

Sir finally could I buy it company like Birla soft

@faneeshbansal637 Месяц назад

Nice explanation.. same strategy i used for banking sector.. today banking sector trading at all time low pe ratio .. and we know in this year we see a rate cut in interest rate by federal bank.. it push for more loan from bank.. and maybe soon rerating of pe will happen too.. Growth are there Valuation are low. Pe is low.. NPA is low.. Demand for loan increasing.. Capital expenditure by companies is increasing I’m full bullish on banking sector.. ❤️

@mamidipaka5 Месяц назад

Thank you Sahil Bhai for your efforts and information. I request you, please do some detailed video and top list of stocks on Semiconductor theme. I can see it will be big wealth creator in near future.

@pritamphalke8857 Месяц назад

Very nice analysis. Need same analysis for Bank and finance sector

@nileshpandya6421 26 дней назад

GREAT INFORMATION FOR A LAYMAN IN COMMON SENSE TO UNDERSTAND

@anilpenigalapati4463 Месяц назад

Could you please provide your current view on Newgen tech??

@user-ip5gi2qf7m Месяц назад

Thanks a lot, again a wonderful detailed explanation. Can you make similar comparison for other sectors like Chemical, Defence, renewable energy,🎉

@caterbilt Месяц назад

Really liked your review of IT sector. Can you do such review of chemical sector as well. It would be really helpful

@anilpudota290 Месяц назад

Holding small qtys of infy, HCL Tech, Sonata, Cyient, persistent sys,Tata Tech, KPIT Tech,Rate gain,Zensar in profits

@sal197489 Месяц назад

Is Tracxn good to continue... Seems to be weaker from qtr to qtr ... Eats out the opportunity cost

@Blues-Blue Месяц назад

Great 👍

@harishannaldas7844 Месяц назад

Sir, can you please share the Excel file that you just showed please

@rajivehanda7300 Месяц назад

Any view on QUESS corp which has a special situation of demerger which could be value accretive by unlocking ?

@pavankumargadhamsetti4528 Месяц назад

Doing sip in it thematic fund for the past 2 yra

@gajendradeshmukh Месяц назад

what about IT companies guidance and are these PE ok ?

@manojpande9802 Месяц назад

hi sahil sir what is markbury

@thaibala2175 Месяц назад

Thankyou

@RaviKiran-us6gd Месяц назад

Loved this installment of yours.. very informative.. esply picking up the sector that hasn't given a run up.. keep up the good job

@MrVinodkumar92 Месяц назад

Great stuff of information and clear explanation bro. I have been following you since long. Can you please share the excel and also please do a dedicated video on how to create these sheets

@chanderhanshans585 Месяц назад

Superb

@chodagamsrinivas6345 Месяц назад

I'm purchasing ITETF currently to reduce the risk

@RinishaWebServices Месяц назад

Only ONE IMPORTANT question! Should we buy IT stocks now or wait till 4th June and act later? What's your take on this?

@arunmadala Месяц назад

Can you please share tracxn Q4 result analysis

@berzerker3042 Месяц назад

I bought HCL stocks 3-4 days ago, i hope it'll go up lol

@nagarajbk753 Месяц назад

Plz make a same videos on FMCG and Financial Sector❤❤❤❤

@kamleshbhagat9978 Месяц назад

Tracxn technology what to do now

@varunkharb5803 Месяц назад

Good video , newgen was great investment opportunity as was at 16 PE even though profits were growing

@ramkrish2637 Месяц назад

Thanks to Sahil I added Newgen on watching his analysis and am sitting on handsome profit😊

@tusharkantiduttachoudhury1862 Месяц назад

Very good analysis. I am very optimistic about IT which will turn around soon and I am fully invested in it.

@venkat7964 Месяц назад

Expected a message whether etf or MFS in IT is good. If possible pls comment

@sukantabhattacharya4958 Месяц назад

And what about private banks ? HDFC, ICICI, Kotak all having PE around 18. Way way lower than their 5 year, 10 year median PE. Why not discuss this sector in next video bhaiya ?

@mostfamousspeeches3352 Месяц назад

My picks for IT would be : 1. cyient 2. Nucleus 3. OFSS 4. Birlasoft 5. Newgen

@panchayatirajsangathan1368 Месяц назад

Very deep and detailed analysis 👏

@maharnabtalukdar332 Месяц назад

What about investing in an active IT mutual fund along with an IT index fund.

@user-sy8oz2gv5j Месяц назад

What will be impact of bricks currency on IT

@SB-ux2ln Месяц назад

Intellect Design is down lately for below exceptions results.

@somenseal6925 Месяц назад

I am investing in IT thematic fund

@mannanvora1637 Месяц назад

OFSS IS ALSO A GREAT BET BUT HAS NOT FALLEN MUCH TO

@praveenkumar-nh1eo Месяц назад

Kindly share the Excel link

@nileshpadsala3842 Месяц назад

I think Infosys is perfect to make position

@kirankumarbw Месяц назад

I am betting more on HCL. Added good qty already. Will add more in further declines

@nikhilahuja2145 16 дней назад

Great video.. Have seen enough videos, but how we can look at the PE and EPS and then comparing them for chossing the stock, what a great explanation 👍 👏

@dragonslayer9581 Месяц назад

Plss do make on chemicals stocks also

@logeshwarans5537 Месяц назад

Pls analyse Space sector

@Stockmarketkibaate Месяц назад

Information and analysis mast h sir g

@venkateshbsrao3491 Месяц назад

Sir, I think you might have your own video about subex

@IzaanRM Месяц назад

Is AI improvement would affect indian IT sector?

@svig1990 Месяц назад

How to access this excel sheet?

@kprasanth99 Месяц назад

@Sahil, I would like to join in weekly series. I have a question Will you tell when you are exiting from a stock as you are discussing when you are taking entry?

@logeshwarans5537 Месяц назад

Pls analyse Auto ancillary sector

@ankitkishore77 Месяц назад

I sense Mr basant Maheshwari in your investing style. His book Inelligent investor is what you are summing umming uo sa when you talk about PE expansion and onctractionwith the example of the bull run.

@Iamreal11xingping Месяц назад

I am sure Mr BMW has not invented mathematical tools and lingo which are being used in markets....whatever info is provided is just one of the many tools ..... Whatever u say someone has already said esp in RU-vid