00:00I am a
00:01puch
00:02a
00:03puch
00:04puch
00:04puch
00:04a
00:04puch
00:13foreign
00:22foreign
00:23I think that many people are going to buy stories.
00:30IRCTC at one time, I remember that it was very hard to see something like IT,
00:37or a platform business.
00:40I was listening to something.
00:42Although, in my childhood, it was not a bad thing.
00:44is not. But I also understand that the ticket-cutting system of your platform management
00:53is not going to be able to understand. Now, one thing is that you can get a monopoly
01:05monopoly-monopoly-monopoly. It's perfect. It's not a monopoly business. But you know that
01:13your money will be the most important part of the competition.
01:18In the monopoly business, there are many incentives that I have to grow and that too when I am on
01:25the government's job.
01:27What is the incentive for me? That I have to get the money.
01:30What do I get the bonus? I don't know if I get the bonus.
01:35In the private sector, if there is a growth incentive, I have to get the knowledge of how I grow.
01:41I will grow and grow.
01:43In the most important part of the monopoly business, it is a monopoly.
01:48I am telling you that if you have a telecom, it is not a monopoly.
01:54It is a kind of oligopoly.
01:57The monopoly business never excites me.
02:01The business excites me when you are a firebrand leader,
02:08it is a monopoly that the business will grow and grow for the company.
02:14It is a monopoly.
02:16In this place, there is a dividend.
02:18If you have a dividend, then you will be able to grow.
02:21But for that matter,
02:22you will see how the IRCTC is growing.
02:28No bad.
02:29There are no growth.
02:29There is a growth.
02:31There is a growth of volatility.
02:34There is a growth in the year.
02:35So, it is a growth of volatility.
02:43and the rate of growth is lower than year-on-year, so now we are growing up in 10%
02:51but if we are growing up in high ROE or high ROC business, then the second problem is
02:56in high ROE or ROC business, how will you scale this?
03:00It is a monopoly here, so you can do whatever you can do because there is no competition
03:05and there is no competition, there is no pricing power, so if we give it to 30 times
03:13then if we give it to 30 times, if we give it to 30 times, this is enough?
03:15I, R, C, T, C, Valuation is enough for this.
03:21So what should this price be?
03:24This is your price.
03:26This is your price.
03:28This is your price.
03:31I will say that if we grow up in 10% even if it is a higher ROE business,
03:3630 times is a big number for valuation.
03:41This is your price.
03:42This is your price.
03:43If you increase growth, then you increase your price.
03:45This is your price.
03:47This is my price.
03:47This is your price.
03:50This is your price.
03:52This is your price.
03:53This is your price.
03:55This is your price.
03:56This is my price.
03:57You can see it at a price.
04:01This is my price.
04:03Yes!
04:03You can see it like this.
04:04As I mentioned the price here, I can find it.
04:12You can see it as an ex-CAP.
04:15This is a price.
04:17You can see it as an ex-CAP.
04:20Now I have a price.
04:22I would let it go.
04:25Theoretically, you have a new low below the pattern. Respect this. Just respect this.
04:37Theoretically, you have a new low below the pattern.
04:50The neckline is slanting upward.
05:06You have a new low below the pattern.
05:10We should respect it.
05:11If you go down or not, everything is okay.
05:15But there is something we should not disrespect.
05:18Next.
05:18This is the one who has created its value, which is 62% retracement.
05:28IRCTC.
05:29Okay, IRCTC.
05:31I am a CTC.
05:33We are making it a bit hard.
05:39I have ignored this first one.
05:43Do you see a candle like this or it is an aberration?
05:49I am right.
05:51I feel like this.
05:52But then I will just take a sense check.
05:55I will take a look at it.
06:07I will not take a look at it.
06:09You don't need to take a look at it.
06:10Because you can use a candle candle,
06:13it makes sense that you should keep it.
06:16Because here it is very fast.
06:18It doesn't matter that the data is important.
06:23So if you take a look at it,
06:28let's see what happens.
06:3161.8% is gone.
06:4061.8% is gone.
06:4261.8% is gone.
06:4551.8% is gone.
06:47I will say that the bottom is gone.
06:52Because the data is not enough enough,
06:55that you can depend on one.
06:57But if you take a look at it,
06:59then you have 500 as your final and conclusive number.
07:06low is 492.
07:09That is the number.
07:11If there is no hope,
07:13then it is just that it is.
07:27That is the number.
07:41But don't be very optimistic.
07:43Very optimistic.
07:43Very optimistic is not.
07:46Valuation is not favorable.
07:49Now, what can it be?
07:51What can it be?
07:52If it is 500,
07:52then what can it be?
07:54What can it be expensive?
07:55If it is 10% of the growth rate,
07:57if it is 15-20% of the growth rate,
07:58if it is 15-20% of the growth rate,
08:01then what can it be?
08:05But that is how it is your price.
08:09How much do you think?
08:15The growth rate rate is defined.
08:17It is a growth rate rate.
08:19Yeah, I am happy.
08:21The growth rate rate was defined in the previous three.
08:23The second rate rate was the 10% of the growth rate rate.
08:28Then, the growth rate rate is now number three.
08:32The growth rate rate is number one.
08:32This rate comes from 60.
08:32And with the second rate it has been limited.
08:43foreign
08:51आपको बीटे बारा महीने कमजोर हैं तो क्या ये कोई किसी स्पेसिक रीजन से है जो आप देखना चाहते हैं
08:59क्योंगी सरकारी कंपनी ये पांच सल पहले भी थी आज भी है
09:07लोगों के काम करने का इंसेंटिव अगर उसी सरकारी सेटत में रहके इन्हों ने लगाता है तो आगे भी देंगे
09:16तो हम इतना ज्यादा क्यों निगाश हों इसको लेकर के
09:22मैं दो यह तो समझा रहा हूं यह नमबर मैंने देखा इसलिए तो मैंने बोला कि अगर यह 15 परसेंट
09:28के रेंज में ग्रोथ बढ़ाती है तो आपका वह 500 टू 650 का रेंज बन जाता है ना
09:34कि यह बॉटम इंड हो गया और अगर 15 परसेंट का ग्रोथ गया तो आप देखिए फिर नमबर आपके सामने
09:41आ जाएगा यह सब सिंपल है 15 परसेंट में आप इस तो बढ़ा ही है आपका सीधा यह चला जाएगा
09:4735 पी के उपर में रफ्टी के वो रेंज यही है मतलब मुझे लगता है कि यह 25 तो 35
09:56पी का रेंज इसका काफी है इस ग्रोथ के लिए अगर आप इसके प्राइस अर्निंग को भी देखें तो यह
10:04लोएस प्राइस अर्निंग पर अभी चल रहा है
10:07हां वो तो चल रहा है लेकिन आप इसमें न एक साल का 15 परसेंट मान लीजे एड कर दीजे
10:13तो कितना होता है 25 होता है न तो अगर वन यह और पर देखेंगे तो अल्रेडी मुझे लग रहे
10:18है यह 25 टाइम पर चल रहा है इसलिए 500 एक होप लेकर हम चल सकते हैं जे ओके तो
10:29क्
10:30चार सो की चक्कर में बैठेंगे चार सो आए तब वापस एवरेजिंग करेंगे अब तो वो उनका अपना एनालिसिस का
10:41तरीका है वो तो वह ही बताएंगे जी यानि आपके हिसाब से फेर पॉइंट 500 के आसपास आ जाता है
10:48नहीं तो कोई बड़ा खत्र है
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