00:41I will not say that two to two and a half times is fine.
00:45One way to understand that the valuation saturation will happen.
00:49Two and a half times, the valuation saturation will happen.
00:53I don't think that the capital will be a problem.
01:00But if you keep the scope closer to $250,
01:08then the valuation will be more comfortable.
01:11So if you keep the cost of $250,
01:15then you will start there.
01:18Accumulation zone, I think that $225-$250 will be good.
01:23Maybe I am talking a little bit more.
01:25But I think that the price is a lot of stretch.
01:29The share price is very low.
01:32In this year, the price is almost $200-$500-$300.
01:36That's a risk.
01:38The momentum is not gone.
01:40So I don't know why I can't go up here.
01:42I can't go up here.
01:45I have to focus on the price of $300.
01:48But the price of a safety rule is a correction.
01:50If we now go up, we have to keep the price of $200.
01:56If we keep the price of $250 $500,
01:58then we will just get a decent return.
02:01But in this year, we can keep the number of plans.
02:04However, I have not seen as much of them.
02:07Thank you very much.
02:37so I can see that this is 12,000-9,000.
02:42So, this is a story of the year.
02:45So, if we adjust the yearly growth,
02:50it has been very good.
02:54Two years ago, 30,000 crores was over.
02:57Now, 40,000 crores were over.
03:00If you look at that,
03:02I will tell you how the gross rate is of profit.
03:07It is fundamentally not a big choice.
03:13The problem is that we do not have to consolidate.
03:22foreign
03:52So, if it is a growth in the year, then it will be a cost.
03:55There are many factors in their businesses.
03:59If it is a growth in the year's year, then it will also not be a problem.
04:04I mean, you don't need to keep it.
04:06I think that you can maintain 15% growth in a long time.
04:10So, you should manage sales growth as much.
04:13But in March quarter, everyone will be working.
04:16Because after financial year, there are incentives.
04:19So, if it is not a target, then there will be more incentives in sales.
04:25So, it will be a lot of effort.
04:28I think that the valuation is in almost everything.
04:36Two-and-a-half times, I don't think it will be sustainable.
04:41So, I will see the range of two-and-a-half to two-and-a-half to book.
04:48It will be safe.
04:49Okay.
04:50So, if it is not a bad deal.
04:51It will be a good deal.
04:52It will be a good deal.
04:53It will be a good deal.
04:54It will be a good deal.
04:55So, when it is a good deal, this is not a bad deal.
04:58It will be a good deal.
04:59I think that was a good deal.
05:00और एक तरह से कहा जाए कि जब इन्हें लगा कि हां बॉटम बनने का कंफर्मिशन हो रहा है उसके बाद इन्होंने उठाया और फिर 238 पे अगर बेचा तो फिर 238 का भाव भी ठीक ठाकता पिछले टॉप के करीब जाने पे निकल गया तो एक तरह से smart काम किया इन्होंने ले
05:30तो फिर लालाच में क्यों पड़ेगा, that is the problem, right? तो पांच साल के साफ से मैं भी कह रहा हूँ, आपको कुछ तकलीफ नहीं होगी, ये segment में, आप क्या करेंगे, NVFC, Insurance, ASM सेक्टर में कोई नुकसान नहीं होगा, और पंदर पर से ग्रोथ आपको मिल जाएगा, मैं जो सम्झ
06:00अश्टोष जी ने वापस दुबारा भी जो एंट्री किया, वो 248 के लेवल पर की है, यानि correction पूरा हुआ और उसके बाद इन्होंने दुबारा उठाया है, तो ये जो 3-4 साल का view कह रहे है ना अश्टोष जी, आप ये trade अच्छे पकड़ रहे हैं, उस तरीके से करते रह
06:30और शुमिष जी ने जो 3-4 साल के नजरीय से बताया है, उसमें आप ध्यान रखे कि fundamentally अच्छा करती रहेगी, सब ठीक है, लेकिन अगर उस बड़े टाइम फ्रेम पर देखेंगे तो आपको यहीं देखेगा कि यहाँ 500 का 300 हो गया, तो इसके बाद फिर इसको कहीं जाकर के
07:00ट्रेड चुनने की बात है, फिर वो आईटी पर जो बारबारी कहते हैं उसको ध्यान दीजिए, उस पर सुनिए, वही आईटी इंवेस्मेंट ग्रेड नहीं है, लेकिन उसमें ट्रेड बनते रहेंगे, यहाँ पर इंवेस्मेंट ग्रेड होगा, लेकिन उमीदे सीमित र�
Be the first to comment