कल शाम हमारे खास Market Outlook Show में जुड़िए Sharad Awasthi के साथ।
इस विशेष चर्चा में जानिए:
✅ अगले हफ्ते Nifty और Bank Nifty का Outlook
✅ कौन से Stocks रहेंगे फोकस में
✅ Market के लिए महत्वपूर्ण Levels
✅ Buy, Hold या Profit Booking की Strategy
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#SharadAwasthi #StockMarket #NiftyPrediction #BankNifty #StockPicks #MarketOutlook #ShareMarket #NiveshManthan
Create a hyper-realistic YouTube thumbnail in 16:9 ratio for an Indian stock market upcoming show. Feature Sharad Awasthi in a confident pose wearing a formal suit, standing in front of a giant digital stock market screen. Background shows Nifty and Bank Nifty charts with explosive green breakout arrows, glowing candlesticks, and dynamic trading data. Add a large calendar icon with "TOMORROW" highlighted.
इस विशेष चर्चा में जानिए:
✅ अगले हफ्ते Nifty और Bank Nifty का Outlook
✅ कौन से Stocks रहेंगे फोकस में
✅ Market के लिए महत्वपूर्ण Levels
✅ Buy, Hold या Profit Booking की Strategy
✅ दर्शकों के सवालों के जवाब
अगर आप निवेशक हैं या Trading करते हैं, तो यह शो आपके लिए बेहद उपयोगी रहेगा।
📅 कल जरूर जुड़ें और अपने सवाल तैयार रखें।
#SharadAwasthi #StockMarket #NiftyPrediction #BankNifty #StockPicks #MarketOutlook #ShareMarket #NiveshManthan
Create a hyper-realistic YouTube thumbnail in 16:9 ratio for an Indian stock market upcoming show. Feature Sharad Awasthi in a confident pose wearing a formal suit, standing in front of a giant digital stock market screen. Background shows Nifty and Bank Nifty charts with explosive green breakout arrows, glowing candlesticks, and dynamic trading data. Add a large calendar icon with "TOMORROW" highlighted.
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NewsTranscript
00:13Hello, I am Rajim and Sharad Abastee is associated with me. If you look here in the market today, suddenly the day
00:24can directly connect the two parts of
00:26At the same time, before 12 o'clock, when there was Mayusi in the market, there was a little redness and at the same time, at 12 o'clock
00:31After this, the market suddenly woke up, don't ask, did it get energy, did it get a new injection, what happened?
00:38Pishtar, you tell me this thing which suddenly came out
00:56It is a little difficult to sustain it for the side now and tomorrow whatever nerves we see on standalone basis
01:01The maximum delay was due to the monsoon which could be quite delayed but today there was a little bit
01:06News has come from there that monsoon
01:23The hope that talks between the US and Iran are moving towards a truce is that crude oil
01:31Due to the softness in me or along with it, some new confidence is being formed regarding the monsoon.
01:36Or make some sense out of the predictions of monsoon.
01:43That all this keeps happening, now it does not make much difference to us but tomorrow it will make a lot of difference.
01:51There was a doubt whether inflation will be imported or not, but according to me both these things are ours.
01:57Plenty of power for the market
02:12Generally, a synchronization is almost complete which gives maximum concentration in these stocks.
02:20Sometimes he has become alarmed, so now he has the ability to lead the rally in the stock, this is our own.
02:25There is an increase from and if you are looking for those places then volume
02:41Who lives in the market like Van who is bigger than copy Teji I think he and performance
02:46It will end from there, Grizzly, now it's a broader picture, time will tell how accurate it is.
02:52This is wrong and on the side of domestic and war
03:07So I think right now it is also true that it will not be sustainable for long and if war
03:13It does not sustain, the oil pressure increases. We have already seen that there are 5-7-8 people on every news.
03:19If percent gets soaked then I feel like oil 75 etc.
03:36The power trajectory is not increasing, maybe talk to him a little, that is his compulsion because Bagar is
03:42He is typed but I think he is also conditioned to have this hormone for a long time.
03:48The situation is like hormonal situation
04:10The primary pick should be that boost from urban consumption, there should be more negative play there if
04:18Even if there is a two to four percent less rainfall, you should not read too much impact.
04:27Yes, of course, but today IT stocks did wonders and it was said that all over the world
04:35IT stocks are doing well, but till now the situation was going in the opposite direction, meaning the story of AI.
04:40India was being separated from the rest to see whether AI is there here or not.
04:54Because of being Agra, it moves very fast, so what is happening now is that everyone is doing their own thing.
05:00Let's form an opinion, the retail HNEE segment here has also grown a lot.
05:05Wahla that you talk to any institution
05:22Now if you look at it, you will hear about such collabs related to most of the IT companies.
05:28There is a related product here, Cyber Secure is a detailed product, so I think this is something that is already there.
05:34�
05:35But since the numbers are not that subscribed and I was a little nervous, I overreacted a bit.
05:42But right now, at the valuations you are getting across the board, whether it is in Medcaps or
05:49Front L
06:07The subscription has been corrected, which may not have a very direct impact, but we believe that
06:13If implementation happens at the initial level, tech stocks will benefit the most as typical prices will increase.
06:31The IT company has already prepared for this, so we are unlikely to have any negative impact.
06:38Yes, of course, so do you like something here in IT or is it still in the avoid list?
06:46It has been put in our preference.
07:06If you subscribe, then in this, if you achieve your target of one year in some division stocks,
07:28Discuss what kind of goals you have right now.
07:30It should work and that means every company has its own preparations, according to that what is the strength of the division company
07:38You are liking it if you can tell him in a little detail now from the previous number
07:46Expected as per that
07:52Subscribe Now we think that things are going to turn for the better and in the coming three-four
08:17in the quarters
08:17You should consistently see outperformance and improvement in site numbers, with all segments likely to do better.
08:24It should be beneficial
08:31In the next two-three years, we expect their margins to increase by something like 300 basis points.
08:40If you perform 18-19 in the next five years, it should be beneficial. If you want to avoid global exposure, then go there.
08:59We also feel that in the coming time, three to six months, two to three quarters will come.
09:04Quarter Avenue
09:05It seems you should get improvement in numbers, yes absolutely, this is about the IT sector and
09:13Today, banking has also shown a very good recovery from the bottom, well, first he should do one in IT.
09:20The question is who our audience is.
09:29We are asking whether we will get the debate in this, we have a look at their T from their own, their own
09:49Purchase price not disclosed
09:52And the earnings expectations have been significantly subdued across the board in the next one or two years.
09:56And we are hopeful that the way big orders are being won
10:00There is a high probability that you will see a significant improvement in your numbers in the coming time.
10:06Around fifteen times trading one year forward
10:09So according to me one should at least trade 20-20, so now I trade 20-20.
10:15So you can assume that from here on
10:17If you have to worry about at least 30% upset then you should take less than 3000 units.
10:24less than at all right now
10:27Back then it is down, we can hope to reach 3000, now let's talk about the banking sector, it is down today
10:34There has been a lot of recovery in the banking sector as well, so the whole game there is oil and
10:39There I will be very happy with the beach rice which is called Swaraj India or Semi-America India which is grown in the fields.
11:03he says
11:07Because of that, he is a little negative towards banking, especially, you know, PSU banking, microfinance, MSNB, etc.
11:14Are.
11:15Frontline private sector banks are not affected by this, but it may be affected to some extent.
11:24So I think, largely yes, there is improvement related to monsoon, because of that, and also generally if you
11:30See,
11:30So according to me, HDFC bank is at very depressed valuations, there is a lot of bullishness there, and we are at 1100-1100.
11:38Moving with a goal,
11:39According to me, access is also not expensive valuation wise.
11:43How this new Gen Z focus at Kotak plays out will be in the next 2-3 years.
11:47In the quarters we would like to see,
11:49But we believe that improvements there should be seen quite rapidly,
11:52But among private sector banks, I think the valuations at which HDFC bank is available are our top bet.
11:56And in public sector banks, you have SBI and front line names, stay away from PNB, Canada bank, BOP.
12:04can,
12:04I don't think there is much downside, there may not be much material upside either in a year and a quarter.
12:10Because they're already trading at probably 0.7.8 times the price to book,
12:15But you can expect a 21% improvement in all these stocks across the bond,
12:20But I am quite bullish on HDFC Bank and have a long term view, so I think the way SBI
12:26We are revamping the entire process and are being aggressive, and monetization is also an angle to be played out.
12:31Needed,
12:31So if you want to look for SBI, then here especially you like private sector banks more.
12:39You have mentioned your goals for SBC bank but what kind of goals are you having for Access bank and PN Kotak
12:45Heading to Talwar
12:48Look at Axis, valuation wise it is cheap but generally it has been cheap, so I think there are some issues.
12:53Sometimes, in between, corporate governance of Agra,
12:55But I think there's a high probability that access valuations will catch up and play up a little bit.
13:00So you may see some improvement there.
13:03Typically, in terms of targets, we can take targets up to 1475 in Axis Bank.
13:19And in Kotak?
13:22Kotak doesn't generally have valuation comfort, but it has always been the best bank in terms of asset quality.
13:28I think this is what
13:29trying to rechristen himself in Janji Bagra,
13:35In retail Bagra, I think they should get the benefit of it in the future.
13:39So there was 25% growth in next year's Hajni as well, so the Lakshan would be around Rs. 425 to Rs. 450.
13:47I'm thinking it might be here for you too.
13:51Yes, so overall, as of today, if you create a model portfolio for any investor, then its composition will be
13:58What will you keep, what kind will you keep and the way in which
14:14It is becoming very difficult in this because everyone is in the habit of doing linear analysis and whatever has happened is the same.
14:21It may be true, but if the market moves a little differently, then what has happened will not happen again and this is not the case.
14:28If something happens to me then I think
14:30Valuation comfort is quite high right now across the market and allocation wise right now, if you are looking at sectors, then according to me
14:37IT should be on your list. That is one sector where I think the valuation comfort is quite high.
14:43Is
14:45As per contra bet, I think those who have been hit by higher oil and gas like Omsi
14:50There is a smarter, sometimes even a little bit of a contrast diversified play that connects to the same segment.
14:57Reliance may be there.
15:12A little slow in approach, the names related to defense are looking quite attractive, long term valuation is quite high.
15:18Strong rahni chiye to hai log gaya vi hamel ho gaya choti company me mess gahan ho agar yeh bada
15:24Wall and Convert
15:42So if you build a portfolio by bringing in a little bit of banking, insurance, IT and defence segments, then I
15:49It seems one should remain quite decent and based on how the last one or two years have gone, one should assume that
15:55next one or two
16:12Somewhere along the way, they are now reaching a point where they might be able to generate even higher returns.
16:17It will be difficult to see that segment peaking out.
16:22Yes, I do not feel like this at all because in the last four-five cycles when we have used the concentrator bats of the tip
16:29When we went and analyzed him, you would generally see that he was 40-45 percent
16:36around
16:51Maybe you get five to ten percent more upset in one corpse leg, but you can do it comparatively here.
16:57There is more correction, you are giving, I don't know whether you are directly giving foreign shares
17:18You can also buy or invest
17:43If you subscribe, you will not be able to exit because when the momentum is strong, investors will find it difficult to exit any story.
17:50quite a lot of
17:57But if you're looking at valuations and broader metrics, I think you should step away from this.
18:03It is needed because there is a huge heat which is quite
18:06With quite a few it is believed that the AI which is rallying is largely overvalued they are overvalued
18:11So there is a lot of scope for correction there, so will we have to leave this longing that brother, right now we have to move 10 from here?
18:19% should go up further and 15% 20% should go up further or not
18:24If you go out once and the price keeps going up after that, then it becomes very difficult.
18:36So it is okay to be sad after making profit, but it is okay to be sad after keeping it, so you will be sad after keeping it with my permission.
18:43And can't get out
18:44Because at night there will be a 10% correction in the US market, then you will not be able to see it otherwise
18:49It is better to book profit and exit only when the tide is in your favor.
18:52Because if you have taken it even a little earlier then you would be earning decent money of Lalaj, then no one
18:59There is no responsibility at all. So, at this time in the domestic market, you have told the themes and segments, where you are seeing more interest.
19:08good conversation
19:22I called simple Reliance, I think the SOTP valuation of Jio comes around 1850
19:29The issue is going to arise as the uncertainty related to oil ends. In my opinion, refining margins should be normalized.
19:35go
19:51Rationalization of retail capacities has also happened, so I think there should be an impact there as well.
19:57So outside on the alliance we are carrying many bulletins with the target of eighty five to fifty thousand.
20:02in HT C Bank
20:17I don't see the reserve immediately in one corner, whatever it is, but over the next two-three corners it seems to be the same.
20:22If you want to see the effect then Grazuli should play it out, again the valuation is comfortable, we are very happy.
20:30These and
20:45Etc. and behind this time, there is a constant fear that there will be this problem, that problem, some or the other.
20:50We are not much ahead of such media play and I think the growth rate which is targeted
20:55doing margin
21:15She has gone back, there are a lot of problems, I am not able to see from Mahan, so I think there
21:20You can expect a very solid recovery and the valuation comfort is quite high, so those things are sold
21:26Chheso tab ke targets leke
21:45And as the shame-related problems are resolved, they should benefit greatly from it.
21:50We are on the front lines
22:00Hello, we think it is a very good bat for the long term. Hindustan Aerotex is very good for the long term.
22:06The bat should prove to be the type of bat we think should bring a fresh flow to the defence in the future.
22:13especially in
22:14In complex aerospace engineering, Hale has a first mover advantage, with numerous technical developments in the engine area.
22:21It is also there as the playout happens and I think it has quite attractive valuations.
22:40This is the case and in a sector where we are quite bullish, it seems there is a lot of improvement that should happen.
22:46In the coming times, if it is real estate, then one stock we will advertise is Godrej Properties, I think it is very
23:07large acid bank
23:07For Godrej Properties, we are taking a niche target of up to 32, and beyond that, more.
23:13Review, but we think this should be a very strong returning candidate. Continued improvement in your GDI.
23:37I think it has increased a lot and earnings related means it is now like before by making a new income.
23:43The advantage is not simple earnings growth and the way their GDV is increasing, I think you
24:02Very aggressive tags
24:03If they are there then their interest increases where you feel that they are not in your range or widening
24:10If you want, you can leave that question in there.
24:12No, here the question is about Bector. Roshan ji has suffered huge losses in Bector Food.
24:20There are thousands of shares at dice prices, so what should we do from here?
24:28I think if you are a long term player then the way Baker Foods has its hold in bakery etc.
24:33And the products of the body etc. which have been launched are still available in many places pan India.
24:38You can increase your presence
24:53In the next two years, it is expected that the ANM should increase to around Rs 25
24:59If the growth is like 8% then you can assume that you will get 30 times the growth.
25:07It is easy then
25:07Keep the initial target at 240, there is no need to rush into the match even there, I think it
25:13Could be a good bet for longevity Brand has a strong national presence Pockets still to be built
25:19I am present
25:19But according to me, their growth path should be quite aggressive, quasi FMCG, you can also call it FMCG.
25:27Yes, you will also have product baskets, it is not a very big market cap, it has a market cap of Rs 100 crore.
25:33So I think
25:4614-15% top line growth and 20-25% bottom line growth in a company like FMCG
25:51And because of this, the anti-military pressure that has been there in the last few times should be lifted.
25:56And if you also get the benefit of national expansion then hold
26:01According to me, keep the initial tag at two forty-four, but even beyond that, you should keep it at that point.
26:06You can review and hold beyond that, but look here from above, meaning less than half remain.
26:14Went to where this top was made.
26:15From Mahan and even now if you see its P multiple then rice is looking around it, how much growth is yours
26:23There is a difference of fifteen to ten percent in between, so is the PG formula correct according to that?
26:30He sits on this much growth, we get so much
26:33Even after so much cheating, if you spend more, if you spend more, you get a slightly expensive valuation because your
26:41You are evaluated based on the value of the brand and if you have been with Vector for some time
26:47Of
26:49There has been a rapid deceleration in the numbers from last year, which earlier you could buy for Rs 9.
26:56You were ending around Rs. Now you are ending around Rs. So this deceleration
27:01When it comes back to normality then you
27:17Then add two rupees to it, since we are talking about small numbers, this is growth.
27:21It may look more aggressive, so if it doesn't come to nine, I think it will probably be around eight.
27:26I will report it and it will be difficult for 30-40 rupees.
27:28It won't be that difficult to achieve because then the bottom line growth you'll be talking about will be forty, not thirty.
27:33If it looks like percent then it will be forty percent according to PG, I will get forty percent exactly and here
27:42You have just now
28:00I haven't seen it in your tracker, but from what I've seen, this is the developer with the injury.
28:10The same thing happens in all tea signatures that the growth in the next two years is going to be explosive.
28:15If half a cavity gets delayed then it becomes nervous.
28:28what are you expecting for the next two years what are you expecting for the next two years
28:32If the CGR of top line and bottom line is 50%, then in the next two years it will be around Rs 10. 13-14
28:38It is on the temple of Rs. 20-25, due to me the temple of Rs. 20-25 has not gone anywhere and if Rs. 10-11
28:45Let's do it, which is already subdued, compared to earlier when fifteen rupees were expected, I think it will be eleven rupees.
28:51If you report around 20, you get a multiple of 25, you should get targets up to 200-300.
28:57Hole in my opinion
29:13You should do it very well, right now, the question I asked you earlier about Vector is completely the opposite.
29:20Here if we look at its P multiple, it is also around 28-30 and if we look at its gross, it is 60.
29:27If it is running over then here
29:31Meaning, the markets are not even ready to give it a price or on top of that the correction has become too much.
29:35Is
29:36Generally, in real estate, in the last 6-8 months, you will see correction across the board, be it front line or
29:42Whether it is the second line or initially with the aggression, we were thinking that there will be execution and sale in between.
29:49I was that way
30:04There are estimates right now that if there is a major collapse in the market or if any macro effect occurs, then even the front
30:09The expectation rating of online companies tells how much confidence you or the online community has.
30:29No one would want to stick their neck out and take on a big target, so I think he's the one
30:33The scenario is playing out but if you look at the valuation then we should take time one year forward to fifteen
30:40Time P Unish Time To M
30:56The market gets confidence from me only, the same confidence is displayed in your P multiple.
31:01So our viewers have bought Vanitynine at 1899, right now they are in loss.
31:09Their dye will be
31:26If you want it, you will have to be patient and you will get the price as well as the profit, this is what Sharat ji is saying next.
31:35The question here is from Roshan ji, it is about Kalyan Jewellers, he has kept it on your tracker.
31:43It is very expensive for chess
31:49But I think generally the trend from here on out should be less towards premium jewellery.
31:56The focus will remain on them. Kalyan is focusing more on daily wear jewellery.
32:02How big is the focus, I mean
32:06There the growth will be quite robust, there is a lot of growth here, if you look at jewellery then many times
32:12It also gets masked by the gold price, which is the top line growth we see, but also in Kalyan.
32:18What are we expat 20-
32:34Sentiment around gold has been quite negative due to announcements and the structuring of duty limits.
32:41There is also impact, so a lot of supremise valuation gives one and a half full back, four and a half fours then
32:47Along with the market, push there and go out that your strategy here should be of unity only.
32:55I think you will not be interested in keeping it tied up in a turban for shame and premium jewellery.
33:02One Initial One Hall
33:14It remains to be done, like ten years before IT Yaj, people used to give multiples of forty, no one believed it.
33:20Was not prepared for Grajuli to decelerate. Today, front-end stocks are available at multiples of ten Pundras.
33:25So when in the industry g
33:44Question about Jaidesh Commercial Jaidesh Commercial Vehicle Someone is asking about Koshik Gatak today
34:05What could be the long term perspective on this right now if someone is looking at it for the long term?
34:10Has Investor Millay ever been watching?
34:14Yes, but don't expect very abnormal retention. I think the way they have done the capex etc. and the way
34:19They have premium properties, so you feel that they should be billed and it is not very expensive either.
34:26If
34:30There has been a slight slowdown in the last few times. Initially, there was a lot of abnormal growth but we saw these times of
34:37If we look at the abnormal price movement, then right now you are getting approximately 18 times the EV bit rate.
34:43I think the photo
34:45Now you should treat the seed at what time EV Bita, then you can expect that but
34:53There is not much out performance in hotels, we have Sami Hotels, a stock that has a lot of bullishness, so if
35:00You have to take it to hotels
35:13Look at all his acquisitions, he has converted them very beautifully and we think here
35:19The goat you get will be comparatively better and there is also volume comfort in it, so I think it
35:27Great spa
35:51The next question here is from Ranjesh regarding Air CT C but he has not given his time frame.
35:56If it is written then Ranjesh quickly add your time along with it, then we will take your question till then
36:01Let us take another question.
36:05And here is a question about Relaxo, Surendra ji's Relaxo footwear has 455 shares at the price of Rs 351.
36:13But he wants to be more stubborn, will it be okay?
36:19Whatever correction we have given to the footwear, whether it is relaxed or Bata, I find it quite unforgettable.
36:26And we have not seen any kind of relief rally in Instax, this is probably the first among the relaxes.
36:33The bar is like the last one
36:39But it seems to me that it is still running at 45 and if you look at the two boards across, everything
36:44He has done a lot of planning but the writing related to it is correct, it is a positive thing that
36:49Our oil view is that if
36:56So they should also benefit from it because then the prices at all the other petchem chains are also the same.
37:01If we come down, and generally, related to India, we do not believe that in urban and rural areas also
37:08I think the pickup should remain
37:26If you should subscribe, I think even if you don't invest here, it will still be fine, according to me.
37:39If you have it and have taken the above then hold it and go, according to me Mart Ling Detons will help you.
37:45Generates should be available here too
37:48Yes, right now Sharat is not very excited about relaxing but whatever is there, keep doing it.
37:57I am also not facing any problem. Now the next question is the same as the one I asked on IRCTIC.
38:04Spend some time with your family
38:23Subscribe if you think you can make a profit from this. I am very bullish on IRISH CITY.
38:34It could not happen because there were many stories above and also such stories keep coming here that
38:39This will happen, the scale will come and
38:44If you eat food in the rail then you don't have much confidence in their services and I think
38:51Yes, this is fine, it means it will grow at a level, nothing abnormal is going to happen and which
38:57How to setup a network of airports etc.
39:14So it will increase a little bit but still give me twenty five times a year, I am already trading on Forvert.
39:19Growth of 12% is expected in the next two to three years, unless Arundil brings some magic.
39:25And this is Ri Ri
39:44And how its market has been moving because of that can be seen in this chart that
39:50It had become Dashguna by increasing the meaning of many of the same words but whatever was added to it later
39:56For those who are stuck on the top, this Valeo Distro
40:13Now I never understand, sometimes the elders go up in arms, then you go and say something.
40:18I can't, then people say you don't understand, so I keep quiet.
40:24One last question here is from Roshan ji, he is our regular viewer, thank you, this is Raman
40:31They are asking about lifestyle, they are incurring losses, are they still taking it on the advice of the fours?
40:36Live the Ramen Lifestyle
40:52So this should be a good bet from me. A very good improvement in earnings is expected in the next two years.
40:59And generally, we think textile and cash based retailing segments should do well in India.
41:05They usually have big brands and whatever they said about increasing their organization and personal income, it is because of that.
41:12They should also benefit from this. The growth rate should be very rapid in the next two years. It is a strong brand.
41:36Yes, that means if they keep some shares then the loss they are currently incurring on every share will be reduced to Rs. 400.
41:41Whatever is there can be completed, we may even benefit in the future, but still there is so much beating.
41:46Why has this happened in the last few times? One is that the consumption
42:04If so, then urban site consumption is their trigger, we have seen that much improvement there in the last some time.
42:09No, but in Gradual it seems that finally in urban consumption, there have been just cuts etc. All these tax cuts etc.
42:16his
42:29For example, in the next one or two years, we expect that the traction should remain very strong, especially the bottom line.
42:33Next year, we are expecting it to be almost double the level of Rs. 10000.
42:38There should be growth of 37-40 percent
42:40So I think when this cycle plays out, the company can easily make a profit in the 30s in that period.
42:44If you find nearby malls then you can go much further with the aim of starting from 1516, Sharat, thank you very much.
42:54You have expressed your opinion and
43:00I would like to tell you from my side that I do not have any personal information but it may be related to our clients or our company.
43:07Thank you very much and if you do not have your own holding then where do you invest your money, we are not allowed to do so.
43:16No sir, now the jib is going to be held
43:30Thank you very much and I hope to hear from you again soon.
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