00:00२२ ॱ्
00:02कौन से वो शेयर्स हूंगे जिन पर ज़ी एस्टी रिलीव का सबसे ज़्से जादा
00:05असर पड़ेगा और जहां अपर नजर रखनी है कि यहां पे न्युस्त कमा जा सकता है
00:11कि पेहली बắt तो जो passenger canowe or
00:14I know that 28% of the GST is running, two-wheeler companies, which were two-wheeler, motorbikes and scooters.
00:22I am going to say that the commercial vehicle is Ashok Leyland, Tata Motors.
00:26In the two-wheeler, Hero Motor Cop has seen the 7-8% of the EVSH.
00:31Typically, even electric vehicles, GST is positive.
00:36I think that the FMCG companies give about 28% of the GST,
00:43like Hindustan Lever, Dabber, Mariko, Godres Consumer,
00:47across the board, the consumption-related stocks.
00:50Today, Nestle has also been a great deal.
00:52But I will say that the consumption-related companies,
00:55it will be a good deal,
00:57because it will be 28% or 18%,
01:0018% will be 12%,
01:02because there will be 2-3 slabs.
01:04In my opinion, there are 2-3 immediate beneficial sectors,
01:07where you will see this immediate impact.
01:10Cement is also a sector,
01:11which I think is 28% or 18% GST.
01:14So, cement will definitely remain in focus.
01:16But overall, consumption space is a more important sector to watch,
01:20and automotive,
01:21which is a very heavy GST slap.
01:25So, these 2-3 sectors you will keep in watch,
01:27because this is the biggest benefit they will get.
01:30At this time,
01:31FMCC segment,
01:32auto sector,
01:33and cement shares,
01:35you will also look at these shares,
01:37which can be a good gain.
01:39And as I told you,
01:40as I told you,
01:41as I told you,
01:42that today,
01:43Maruti,
01:44Hero Motor Cup,
01:45M&M,
01:46has a good value,
01:47which is a good value.
01:48All shares are in the shares,
01:49but in the shares,
01:50they are at least 5% to 8% of the value.
01:53Happy Habitat.
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