00:00The first stock is BEL.
00:02There is always a stock that comes to work.
00:06It is a long-term position for long term.
00:10But today, we got a order from the Indian Army.
00:1430,000 crore rupiah, which is a surface-to-air missile,
00:19which is a service-to-air missile.
00:21We got a company, BDL.
00:24We got 2% of the shares.
00:27I know that this company has a lot of trust.
00:31But BEL will increase?
00:35How much faster will it be?
00:37I think that if you have a longer term,
00:42the order of this 30,000 crore rupiah,
00:45I think it will be at least 2 years of visibility.
00:49They already have 75,000 crore rupiah.
00:52I think that the company is a good price.
00:55All the cost.
00:57The most important thing about the use of aviation and electronics,
01:00the government BEL will be favor.
01:02There is a multi-year theme,
01:03if you consider short term that it will be a great loss.
01:08But if you look at medium term,
01:10if it is a positional view,
01:12in the current price thing,
01:15So, I think that in the next 12-15 months, it will be very good because the orders of the orders are
01:20and the orders of the revenue visibility, it feels like that in the next 12 months, there will be more orders of the orders.
01:25So, I think that here is 15-20% of the upside BEL stock can be possible.
01:30You have to keep some patience and patience because this stock is well-researched and is well-researched in institutions.
01:37So, all of this people know about it, but the positional view and wealth creation can definitely be a little bit.
01:44Can you see the rate of the rate that you can do or you need to wait for specific level?
01:53No, I think that if you have entered the current level, there will be no problem.
01:57When the company comes in good news, there is very rarely the stock.
02:02I think that here already there is stock specific buying.
02:06I think that if you want to buy 25% of the market, if you want to buy a correction mode,
02:12if you want to buy a correction mode, you will buy a correction mode, even if you want to buy a correction mode.
02:18You will buy a correction mode.
02:19Okay, so BEL has a great trust.
02:22But there will be good returns to you.
02:25If you want to invest, you want to buy a correction mode.
02:28So we need to consult with our financial advisor because we only need to give information
02:38for this show.
02:40The second stock is Hindustan Unilever.
02:44So we need to consult with our financial advisor.
03:03We need to consult with our financial advisor.
03:07We need to consult with our financial advisor.
03:14What will be your goal?
03:16My opinion is that management has been quite right.
03:21Normally, any FNCG company has time to reshuffle their new stocks.
03:27I think this is a normal process.
03:31The first stock is high GST stock and the new stock by September.
03:38The GST is cut out.
03:39The reshuffle is needed to take a little time.
03:41The full impact of GST is its volume growth and revenue.
03:45It should come to October to December.
03:48This company is December ending.
03:50The full impact of GST will come next year.
03:54December 26th.
03:56So there is no doubt about this.
03:58But the people who want to trade or short-term view,
04:01there will be a big increase.
04:03In my opinion, FNCG, this stock is good for longer term.
04:07So definitely, I mean, if you have 12-15 minutes,
04:10then you can invest.
04:11Otherwise, it is not advisable for short term.
04:13In short, if you think for trading,
04:16if you have a new stock for today or a month,
04:19then you can pay for this.
04:20This is not for you.
04:21Because the returns of the year,
04:23you will see 12-15 minutes in time frame.
04:26For the company,
04:27it is good for all.
04:29But the company is good for all.
04:30You need to wait for time.
04:31You need to wait for time.
04:33You need to see better results.
04:35Tata Motors, sir.
04:37Tata Motors,
04:38the demerger, NCLT,
04:401 October,
04:41the demerger,
04:42the demerger,
04:43the business,
04:44it will increase.
04:45One will be passenger vehicles,
04:47and the other will be commercial vehicles.
04:50Tata Motors,
04:51now tell us.
04:54No, I think Tata Motors,
04:56there will be a big trigger.
04:58Because,
04:59JLR will list separately,
05:01you will see a good appetite.
05:04Because,
05:05the domestic business,
05:06it will be a different company.
05:08JLR will be 75%
05:10of profitability.
05:12The total benefit of the company
05:16from the company.
05:18You should see,
05:19they will benefit between two shares.
05:20So,
05:22I think for the conséquent
05:23of this business,
05:24the elevated market is better.
05:25And also,
05:26that in terms of business,
05:27the the financial market
05:29will be good for the business,
05:30and from the philanthropic market.
05:32And there is a great consequence.
05:33But,
05:34even in the short term,
05:35the stock was fires,
05:36because,
05:37the cyber virus has been
05:39So when you start this, you will get a good look at it, but definitely if you want to add it in a portfolio, you will get a good return for a long time.
05:53Definitely the company, I mean Tata, we have prepared a report about how the company is being attacked by the cyber attack,
06:02because in September of the start of the production of JLR, it will be opened by October until October.
06:09So the company, which was the last financial year of the profit, was clear.
06:15I mean, there will be a fresh book, but when the company will come, there will be some facts.
06:23If you invest in a temporary phase, it will be a stable growth.
06:31If you invest in a stable growth, it will be a stable growth.
06:33So this is the same phase, but it will be a chance to invest in it.
06:37So you will see this stock longer term.
06:42Banking stocks, there are two stocks.
06:44First of all, HDFC Bank, Dubai branch, Dubai Financial Services Assets,
06:50the company bank, the new customers' onboarding.
06:55This has been a negative impact, but HDFC has no negative impact.
07:01And with this, I'm going to discuss this with Axis Bank,
07:05that in Axis Bank, there was 500 crore fraud.
07:09The bank of the bank had a great impact.
07:11But there was no big impact.
07:14It was a share of the bank.
07:16The bank of the bank was a share of the bank.
07:20It was a share of the bank.
07:22So I can understand what the bank shares were doing.
07:24I know, HDFC's account for the bank,
07:26but I do remember that it was a favorite last time you told me.
07:29Why did you get the value of the bank?
07:31And why did you get the value of the bank?
07:33Why did you get the value of the bank?
07:35Thank you very much.
08:05Thank you very much.
08:35Thank you very much.
11:43Here are you?
11:555,000-6,000 order book
11:56so
11:57in case of 2-3,000
11:58visibility
11:59is very good
12:00market
12:01companies
12:01give a big multiple
12:02and this is
12:03that the stock
12:04is not
12:05so much
12:05if you look at
12:06the valuation
12:06but my opinion
12:08is that
12:08in these companies
12:09there is no shortage
12:10of business
12:11management
12:12bandwidth
12:13is very strong
12:14so if you look
12:15at the 2,000
12:17over it
12:17then you can
12:18get a new
12:18market
12:19otherwise
12:20in short term
12:20the stock
12:21already
12:21so
12:22outlook
12:23positive
12:23but
12:24risk
12:24you will see
12:25when you have
12:262 years
12:26over here
12:27you will see
12:27you will see
12:27this
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