00:00foreign
00:03but
00:04first we should understand
00:07which sector
00:08which is the one that we notice
00:09which counter-specific reactions
00:12which is also the one that we notice
00:12because this is the one that we need to understand
00:17which sector
00:18are very important
00:19that we will start with auto sector
00:21this week auto sector is
00:23quite strong
00:25하지만 if we talk about the last trading
00:28But if I will tell you all the data for the whole week, there is a 5-6% weekly
00:34gain in the auto sector.
00:36And this strength has got from the previous auto numbers, which came from the previous month.
00:41The data came from there, this rally started after the data, because it showed good numbers in the auto segment.
00:49And if we look at some major stocks, then Bajaj Auto is very focused here.
00:57Bajaj Auto was very focused.
00:59Bajaj Auto was strong results.
01:02Export and sales were very strong.
01:05And in the past week's data, if we look at this stock, there is a 6-6% weekly gain.
01:11Bajaj Auto is the radar of Bajaj Auto.
01:15Also, Bajaj Auto, Maruti Suzuki, Aishir Motors, Hero Motocop,
01:21all these stocks have positive momentum in the entire week.
01:24We look at these stocks.
01:25How do you look at auto stocks and value in auto sector?
01:31Look, if you look at auto sector, then you have very good value.
01:36The sales numbers are very aggressive.
01:38If you look at EVs, I have told you that they have got to look at EVs.
01:42We look at EVs 2-wheelers and EVs and SUVs.
01:54foreign
02:15the EVs can increase the demand here and we can see that there is a clear mention that EVs can
02:21increase the demand in which way.
02:23I think EVs can support the auto sector here, but definitely the auto sector will be very attractive for 1
02:29-2 years.
02:31It seems attractive to me sir, but just EVs can't afford the portfolios.
02:37Crude prices are also making pressure on these companies, where we go further from EVs.
02:43If we go further in the auto sector, then which of these specific stocks can be better?
02:52If you can see that the Bajaj Auto has a good momentum.
02:56We have seen a good rally in some days.
03:00In fact, if you talk about the weekly perspective,
03:02the momentum of the previous two weeks has 11-12% of the stock.
03:07In Bajaj Auto, there is a good rally.
03:09In Bajaj Auto has a great lead.
03:11In Bajaj Auto, there is more of a trend in Bajaj Auto-Digital.
03:17In Bajaj Auto is that each lead on Bajaj Auto stage is a high-trail.
03:18We see a good track of on Manitra.
03:19For example, Manitra is a good track of Manitra.
03:21It's about 9%-9% increase.
03:24It seems to be have both the gains,
03:27and that this should be a good level.
03:31I think there are two stocks here are a good move here, and if we talk about Aishar Motor,
03:37we also have a good attraction after 3-4 weeks of consolidation.
03:42This is about 3.5% of the gain.
03:46There is a little range bound market, but we need to try to get the stock up.
03:51I think there is a resistance between 7 or 420, and if there is a break,
03:56then 7 or 600 to the level can be seen.
03:58So, I think that if someone invests in these 3 stocks,
04:03we can see it in our portfolio.
04:05Sir, one more sector.
04:06This week, it has been very good performance.
04:11It will not be much in the view.
04:13But we need to highlight the capital goods index.
04:17The capital goods index, which is the capital goods index,
04:20it has been 4% of the gain.
04:23And if I talk specifically about one day,
04:26then the 7th May, the new high,
04:28has been closed by 2% of the gain.
04:31And if it is the last month,
04:34it has been 19% of the gain.
04:37In the capital goods index.
04:39We can focus on this index,
04:41because if there is a better index from the broader market,
04:43the better index is performing.
04:45In which we are looking at the data,
04:47we are looking at the data.
04:48In which we are looking at the index,
04:49it has been 80,000 to touch,
04:51which is the 52 week high.
04:54This week is looking at the broader market.
04:56Is it better performance in the broader market?
04:59Or in the real sector?
05:00Yes, definitely the numbers are looking at the numbers here.
05:05I think we should add in portfolio.
05:07I think there is some upside momentum
05:09that you can see in the capital goods sector.
05:12If you look at the momentum,
05:14there is a look at the momentum here.
05:15If you look at the infrastructure,
05:18machinery,
05:19industrial equipment,
05:20stock of industrial equipment.
05:21If you look at the defense sector,
05:23a stock market has done well all the way.
05:25A good product here.
05:27The stock market has been great as well.
05:29You can see L&T,
05:30as well if you look at the stock market,
05:33the stock market has gone well.
05:33If you look at the stock market,
05:34Either has been interest in capital goods,
05:35it has been a very attractive,
05:39but the stock market has more.
05:47Because Bank of America, Bofa, which we call in our own way,
05:53Valuations are very stressed in Bofa.
05:56What are the valuations for long term investors?
06:00Look, it's not that the valuation is very low.
06:04The valuation is very good.
06:05And the valuation is attractive for investors.
06:08The other thing is that the whole market is on the war.
06:12And because of war, there are many things that we import from outside.
06:16They are not coming.
06:17So, like this sort out,
06:18you will give a lot of attention to the capital goods.
06:22I think that if we make a long view,
06:26we can add a very good valuation to our portfolio.
06:29Short term, definitely,
06:31there is a little under value.
06:34But if we take a long term view,
06:36I think that you can see a good attention in capital goods.
06:39Because if we talk about simple example,
06:41all countries are very strong in the defense sector.
06:46We try to make the defense sector strong.
06:48Even India is here.
06:50So, if this is a very tight or very tight,
06:53you will see a good progress in the defense sector.
06:56You will see the metal sector.
06:58Also, you will see the infrastructure development.
07:00So, this is a sector that I think is a long term.
07:03You can see the long term projects.
07:07So, if you invest in the investment,
07:09you will see a long term view.
07:09then you will create a long term view.
07:11So, the selective buying will be a good time.
07:14Because the risk of correction is also looking at the same time.
07:17If we do selective buying,
07:18then we will do what we do, sir.
07:19Metals and the defense.
07:22Are there some counter-specific factors?
07:23Do we have some triggers?
07:26Yes, I think that if we talk about BEL,
07:28then there is a good connection in BEL.
07:31If we talk about it,
07:32then if we look at the weekly perspective,
07:35then we have seen a lot of momentum in 3,000 weeks.
07:38There is a little consolidation,
07:39but the recovery is also looking at it.
07:40This week is almost half a half percent.
07:43We will go to the next level in BEL.
07:46We believe that BEL is close to 4,60,4,70,
07:47and now we will see levels.
07:49Do we find a lot of numbers behind them?
07:53I think we are looking at the levels they are going for the same time.
07:54There will be 500 more than BEL.
07:57Which will be positive in the numbers.
07:58If we look at the above,
08:10We can see the levels in BHEL.
08:12Also, if we talk about HALP, we have seen a lot of attraction.
08:17This week, we have seen about 10% of the gear in this week.
08:21So, HALP is also looking aggressive.
08:24And we will test it quickly.
08:27Where do we see metals?
08:29If we talk about metals, there is GSW steel.
08:33We have seen a good attraction.
08:36In some days, we have seen a good value.
08:39In April, we have seen a recovery.
08:43If we talk about the monthly performance,
08:45we have reached about 12 to 13% of the stock.
08:48And we have seen a lot of life-high.
08:51We can see that GSW steel will be further attraction.
08:55And we can see the price of 1.320-1.330.
08:59If we talk about HALP,
09:02we have seen a good value in HALP.
09:06In fact, if we talk about 2 months,
09:08even if we talk about 2 months,
09:10even if we talk about 2 months,
09:12then we have moved up to 23% of the stock.
09:14If we talk about 15-20 study session,
09:17then we have seen a good jump.
09:18So, in HALP,
09:19you can see,
09:20last January,
09:21it was 707 high.
09:23The stock was corrected by 470.
09:25It was bounced back.
09:26It was clear.
09:26It's clear.
09:26It's clear.
09:31It's clear.
09:32It's clear.
09:32It's clear.
09:32It's clear.
09:32And it's clear.
09:33It's clear.
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