00:00We were talking about Paris Defence and you have talked about the first time that the defence stocks
00:06we saw that when the scene of Pakistan and Pakistan has been in the first place, there was a lot of rally.
00:11In fact, in the first place, NATO has been talking about 25% of the defence budget.
00:17Then there was a rally in this segment, because of the government's way of 1.05 lakh crore procurement order.
00:29Therefore, if I talk about all shares, like Bharat Electronics Limited, Apollo Microsystems, Hindustan Aeronautics, BEML, Data Patterns
00:38These are all defence stocks.
00:41If you want to buy the whole segment, obviously no one can buy.
00:45Which shares would you like to buy?
00:48Who would you like to buy the investors?
00:51No, I think that all shares are different.
00:56But Bharat Electronics and Hindustan Aeronautics are a big company.
01:01Hindustan Aeronautics has about 60-65,000 crore order book.
01:05They are also a big company.
01:06They are also a big company.
01:07They are also a big company.
01:08They are also a big company.
01:10If you have a small share of those shares, you can make a position.
01:11If you have a small share of the company, you can make a position.
01:12I think that both companies have a lot of better returns in the next few years.
01:14If you have a small share of defense stocks, not all, but in Bharat Electronics and Hindustan Aeronautics Limited,
01:22I think that both companies have a lot of better returns in the next few years.
01:27If you have a small share of defense stocks, not all,
01:31but in Bharat Electronics and Hindustan Aeronautics Limited,
01:34you can do a little bit.
01:36If you have a small share in your budget,
01:39you can do a little bit.
01:40Because their value is a big deal.
01:42Sir, this is our share of shares today.
01:45We talked about the shares.
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