00:00Rajeev Verma Ji ka Bata India ko lekar ke 80 share hain 1180 ki bhao pe 1-2 saal ke
00:05hesaap se
00:05dekh rhae hain yaani Madhya Mahodhi ka nivesh inhohne kiya hai, kaisa rahe ga inke liye?
00:12Ye segment investment ka, 1-1 saal ka investment ka nahi hai bata, bata, bata, abhi bhi
00:23pachas time, but bhagwaan in ko sabudhi rehen ki yeh sao time wale 85, 80, 90, sao time wale
00:30valuations pachas time pe a chukye hain and against that, please look at this sales growth,
00:36itna badaya sales growth hai, quarter mein 2%, 3%, negativi rahta hai, aur saal ka bhi sales
00:46growth dhekha jaye toho 0%, 1% and still commanding evaluation of 50 times, koji match nahi hai,
00:56you should not hope against hope, mujhe toh nila, clear cut bata ka growth phase khatm ho
01:05chukai hai, bhoat saare competition a chukai hai, abh mujhe puchhenge ki baata kaha ho na chahiye,
01:14saat so,
01:18paachas,
01:21paachas percent,
01:23so,
01:24sida mein toh kaunga,
01:27saadhe 300 ke aas paas,
01:29valuation walesse ho na chaiye is,
01:32but abh jho bajar dhe raha hai, us mei mai ropne wala kaun ho ta ho, but mire liye
01:37ye candidate sochnye ka bhi nahi hai, jho candidate, jho company aapko saal ka 1% ka
01:43growth nini dhe paa rhei hai,
01:45wo 50 times price to earning wale trade ho rhei hai,
01:49ye aapne aap me eek apwadi kehli ji,
01:53so,
01:54yehi hai meira view,
01:55bhoat acha nini,
01:56aaraj se nahi mei toh,
01:57covid ke baad,
02:01pehna shurru kiya,
02:02juta pehna shurru kiya,
02:03tab bhi,
02:03mei nahi bholai,
02:05yeh sustain hoonne wala growth naihi hai,
02:07possible naihi hai,
02:08isme se,
02:09kya kia jasa sakta hai,
02:10isme koon sa innovation aapka bhi engi,
02:12mujhe toh nini ratta,
02:14so,
02:15yehaa pere,
02:16monthly chart laga hua hai,
02:18aur is monthly chart mei,
02:19aap dhekhiye,
02:19aasa laga raha hai,
02:20jyese waterfall ki tira se,
02:21yeh nini chai a raha hai,
02:23aap kaerein sari 300,
02:25yeh chal shurru hui thi,
02:27400 se ya 300,
02:29haa 400 ke aas paas se,
02:31toh kahi yeh udhar ki taraf bhaag,
02:34tab hua dhikha raha hai kiya,
02:37waterfall nii hai,
02:39kabhi hoa mandir jaiye ga,
02:40maatazhar bhaag,
02:41aasa mandir mei hai,
02:42eek topi se,
02:43aashiruvat dikta hai,
02:44oopar ki ganti pukad ke,
02:46ee pura bata ko aashiruvat mil raha hai,
02:49ee tum jau,
02:51pura niche ghoom ke jau,
02:53yeh pattern kiya hai,
02:55yeh pattern hoi bantai hai,
02:57joh aap ka business kaata hai,
02:58business kaata hai,
02:58nahi chalega,
02:59eek eek person,
03:00woha kaise chala raha raha hai,
03:01woha hi jane bakoan jane,
03:02kisi tari sustain kar raha hoonga,
03:05aap,
03:06toh,
03:06haa but merai manna hai ki,
03:10joh aap company aapka 200-300 crore ka profit bana ti thi,
03:14yaa bhi 300 crore ka profit bana ti thi,
03:17woh sales,
03:18aap saamjhe ki woha se almost 60-70 percent bada gaya hai,
03:23lekin profit woha hi raha raha hai,
03:25aap thudha picheh ja ke dhekhiye ga,
03:28almost 5,000 crore ka sales pe,
03:30yeh log 200 crore ka ufa gaya profit bana ti,
03:32aur abhi 30,000 crore ka sales pe bhi,
03:35200 crore ka profit nini bana pa raha hai,
03:37kehani simple hai,
03:38pricing power nai hai hai aapke paas,
03:41competition aapko kha raha hai,
03:43aapke paas koji aasta niche,
03:45naihi hai create ka nai kha,
03:46woh jouta me kya laga ke dha,
03:48yaa naihi pata,
03:49so, kitna value issue nini dhenge raha,
03:53business mein issue hai,
03:56ji,
03:57kun udang ti,еко
03:57vini pri, ka
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