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Sauda Khara Khara: 15 अगस्त को प्रधानमंत्री मोदी के ऐलान से कई सेक्टर्स में जश्न का माहौल है...उम्मीद की जा रही है GST रेट में कटौती के बाद इन कंपनियों की बिक्री बढ़ेगी. ऐसे में शेयर मार्केट में भी उनकी परफार्मेंस पर असर पड़ना लाजमी है. ऐसे में कौन से वो Stocks, Sectors हैं जिन पर दांव लगाना चाहिए? क्या कहते हैं एक्सपर्ट जानने के लिए देखें ये वीडियो-

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Transcript
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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