00:00This is the trending stock which is Diction Technologies
00:07This is 16,563 per trade
00:11Intraday share has 3% high
00:16Revenue is 95%
00:20The net profit is 280 crore
00:25The result is good because it gets a good moment
00:30I won't say this because everyone knows that this share is good
00:33If you have this much of capacity for a heavy ticket
00:37Then you can buy it
00:38But I want to know what the next target will be
00:44Our internal target is around 20,500 to 21,000
00:50Which is an investment target
00:52So it is likely that it can come within one year also
00:55And how do we have to wait for this target?
01:00One year
01:02One year
01:04Or one year
01:06If you have a fresh entry
01:09If you have a fresh entry
01:10Then this share in 16,563
01:12You can see within a year
01:14From 20,500 to 21,000
01:18I assume that you have a buy option for this
01:23Since when the stock is right
01:24So I think this stock was right
01:25I don't think this stock is good
01:26But actually third share is Lodha Developers
01:28Lodha Developers
01:29The share that is currently ڑ recently
01:30The share of 1349
01:31She has taken in 16,56 per trade
01:32The share of 3,56 per trade
01:33The share of Rs.6 per trade
01:34The share of 6,56 per trade
01:35The share of 6%
01:36Because they did not make good
01:38The share of 5%
01:39The share of 5%
01:40And the share of 4%
01:41The share of 4%
01:42Also they did not make good
01:43And then the share of 5%
01:44Block deal came from the stock
01:45Which is 375 crore
01:46Which this deal
01:47After the market
01:48The market had a low response
01:49The share of 1,000
01:50low response dya or share me gira wat hui is share ko leker ke aap ki rai kya hoogi
01:58ah madam hama ra view on uh the loda developer is is positive ah humko aisa
02:03lagta hai ke real estate mein abhi bhi tajji banhi rahegi plus ah ah jo ultra hni
02:10or hni investors hai ya jo final consumers hai they will continue to buy good residential
02:17properties where loda is situated plus loda ne jo issan ki jo guidance dhi hai that is even above
02:24fyi 25 which was one of their best years so agar ah ah me ra aisa maana hai ki aise gira wat ka
02:32investor ko a a a opportunity mili hai aur unko aisa share accumulate karna chahi hai
02:38so agar loda developers mein aai hui share jo gira wat hai usse parišan honi ki zharurat
02:45nahi hai niveshko ko isse eek opportunity eek mokke ki tari dhekna chahi agar aap fresh entry
02:50lena chahi tab bhi lese sakti hai aur agar aap isme invested hai to aapko hold rakhna hai ki
02:57ki company company badhiya hai real state mein joh hai teizhi ke aasar nazara hai hai
03:01agar bhi teizhi hai joh hai chalti rahegi sir ye to hui loda developers ki baat bajaj finance
03:08bajaj finance ke share mein bhoat zyada nahi maamooli se gira wat dhekhi gai reason iska
03:13yeh ki joh inke md hai anoop sahaha unho ne stifa dee diya joh moota mooti baat saamne
03:18dikht rahi hai is share par filahal ke liye grober brokerage joh firm hai jefferies unho
03:24ne top nbfc pick ka isko option bataya hai aapki ki kiya rai hooghi wiesse hemne
03:29pehle hi baat karhi to aapne ka hai banking stocks ko lekar ke aap kaafi bullish hai
03:33aapko lag raha ki wahaan per paisa bannega to bazaaz finance ko lekar ke kiya rai hai
03:38sir bajaj finance ko humara view is neutral to positive this is the only nbfc bank or this is
03:47the only nbfc which has continuously seen growth rate of more than 15 to 20 percent year on year
03:54it is like an htfc bank you agar aap htfc bank ka agar past performance compare karte ho
04:00which has always grown by 18 to 20 percent on a net profit basis year after year
04:06bajaj finance bhi or gohi franchisee mein aayega it also continues to gain market share plus it
04:14it continuously grows above 18 to 20 percent or humko aisa lagta hai ki in the second half we will see a big
04:22beneficiary of all this interest rate cut in the nbfc space so bajaj finance is a good bet
04:28or humara isme do stock per aaccha positive view hai one is shri ram finance and other is chowla
04:34financial investment okay to bajaj finance sir case level per khari daari kani chai like
04:39aaj hi log entry kar sakte hai yaa phir kisi particular level ka inntazaar karna chahiye
04:48ah agar longer term investor hai toh abhi bhi entry kar sakte hai iske indir kyunki
04:52isme growth rate kaafi aachha hai ga compared to other nbfc's toh agar aap isme fresh entry lena
04:59chahate hai toh aap le saktay hai stock me dam hai bhale aaj girawatt dhik rahe hai lekin
05:04ye temporary hai news base par girawatt hai ar aisa nahi ki company ke fundamentals me koi problem
05:10hai toh aap fresh entry lese saktay hai akar aaj chahe tab bhi lese saktay hai long term investors
05:14ke liye ye hai ar dousra finance sector me nandish ji ne joh hai shri ram finance
05:20or chola mandalam ko bhi apni aachhi rai di hai ki agar aap iisa lagana chahate hai
05:25toh un stocks ko bhi eek bhar consider kar sakte hai sir paytium hum results ki baat kar
05:30righethe aur paytium ne istimaahi me badehia waapsi ki hai paytium ne joh hai apna jib result
05:36diya hai toh us me unho ne bata ya ki unko shuddh munaafah joh hai lagbag 122 crore ka hua
05:42hai aur revenue me bhi 28% ki badhotri hoi hai pichlè sasal joh taray ke halat thay
05:49jis se company uber ke aai hai aapko kya lagta hai paytium ne joh is taray ke natiijay
05:54pash kye hai ki aapko lagra hai ki in par paisa lagana chahe ye company ke halat sudhar
05:58gaya hai ya phir ye sirf is chamak ko dhek karke bhi duri banane ki zharurat hai
06:04uh post result paytium par hamar abhi positive hai is me jitni bhi khara bhi honi thi ho
06:10chukhi hai plus unho ne first time uh on a net level they have reported profit plus unka jo
06:18contribution margin hai which is sales minus their post has come to almost 60 percent now which is one of
06:25their best return ratios so ptm par agar aap invested hai to aapko is me banai rakhna
06:31hai aur agar aapko fresh entry leheni hai to aap lehe sakte ho sir kis level tuk aap dhek
06:37sakti hai agar mai sirf tien mahine ka short term ka nazariya jahanna chauh
06:40kya ki q1 mei aaj ki rate mei joh hai lagbagh 1,063 per share trade kar raha tha
06:48ah madam humara investment target on paytium is around 1300
06:53yaa se 30 percent of mei dhik sakti hai ah tien mahine mei 1300 dhik sakti hai madam
06:59three months is very short period of time we are a fundamental analyst so we cannot comment of
07:04what can happen in three months okay aap long term ki hi baat kar rahe hai
07:08long term mei long term mei long term mei long term mei long term mei paytium
07:13mei agar paysa lagaya jata hai to 1300 ka level yeh dhek sakti hai aur rahe baat ki paytium
07:18pichle sasal jis tari ki khabar hai thii aur joh company ke halat huyate hai share ko
07:22humne 4-500 ke level per bhi aate dikha woh sabhi cheezo se aap company waapsi
07:27kar chukhi hai toh joh tni kharabi hoonni chukhi hoonni thi woh ho chukhi hai abhi
07:31yeh thik condition mei haur is per aap paysa laga sakti hai eternal limited
07:36is share ke baare mei tumhye matlab definitely jana chahati hoon ki
07:41perso jab iske natiizhe aaye toh ekdam se inho ne natiizhe
07:47mei jis tari ki baat kahi usse dikha ki company ka joh profit hai usmei 90 percent ki
07:51girawat huyi thi aur joh company ki main jisseh shuruwaat huyi thi zomato zomato
07:57zomato ki bhi joh hai zomato blanket se pichhe ho chuka tha
08:01natiizhe bhoat achse nahi thi ki ki aap jab baat kerti ho ki 90 percent aapka profit
08:06gir jaya toh logoon ko chintah honi chahi hai lekin hem ne dekha ki result
08:10aane ke baad ussi dhin share me sasadhe sasad percent tuk ki teizhi expect ki
08:16madabh dekhi gai thi toh is wajahe se mein jana chahati ho ki zomato ko lekar ki long term
08:21mei aapka kya view hai kya uh is stock ke liye rand niti banayi zomato per humara
08:29eek saal aur plus uske alawa bhi overall view is very positive on zomato we have an internal
08:35price target of around 330 zomato mei aagr aap dhekhte ho toh aapko net profit abhi track
08:42nahi karna hai sko aapko compare kar karna hai ki ye business joh alag joh joh inke dhu
08:49joh dhu bade business hai one is food delivery and other is blinkit which is the quick commerce
08:54space both are growing uh what you say especially quick commerce space is growing by almost 150 to 200
09:02percent year on year and also about 50 percent quarter on quarter plus aap agar iska food delivery
09:08business dekhte ho toh that is also growing at a consistent rate of 15 to 18 percent unhoney
09:13pehle guidance diya ta ki food delivery business will grow by more than 20 percent or 20 percent plus
09:19but post jabhi inke joon ke numbers aya tabhi unhoney bola ke bish take se jadha growth ya bish taka
09:24growth nahi aya but even 15 percent is a good growth looking at the macro situation in our country
09:31so uh so inka food delivery business has turned profitable about one year back
09:36or inka blinkit ka bhi aisa lakta hai ki jitni bhi losses in ko lene de unhoney le chukke hai
09:41yaha se blinkit will turn around and fy 26 and fy 27 there is an expectation that they will report
09:49uh what is a profit at a net level so uh zomato and swigi we both have a positive view and zomato is a topic
09:57amongst the uh amongst this space okay sir kya target hongi eternal ke agar ham baat kare
10:04in a
10:32If you are an investor, you can hold it because the company is very good.
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