00:04Okay, a stock is not a lot of stock specific technical discussion, but we have to talk about
00:11about renewable energy because we are talking about renewable energy, and on the other hand,
00:16this stock is a stock that is a good rally, but if I talk about overall performance,
00:24this stock is almost 0.5% down, but then global brokerages are bullish,
00:29JM financial has a good target, if I talk about Goldman Sachs,
00:34there is a bullish view here, but what should you do in Suzylon energy?
00:43You think it is a good stock, what should you do? Buy and sell recommendation,
00:49I am not a buy and sell recommendation, but I will give you my view.
00:56If you will see, we talk about simple parameters,
00:59all the power stocks are on all-time high, Suzylon's all-time high is 80,
01:0480% down, Suzylon's all-time high is 34% down.
01:08When all the power stocks are on all-time high, this is renewable.
01:12We talked about renewable as a double push,
01:14it is the power demand plus government support.
01:16This should have been trading at all-time high.
01:18So, what is my view?
01:20The market stock price itself gives me what it thinks about the stock.
01:24So, I think that Suzylon, again, when I am betting on the stock for me,
01:29it is very important that who is the jockey of the company.
01:32Who is the Jockey of the company?
01:33Who is the Jockey of the company?
01:33Who is the Jockey of the company?
01:34So, I feel that,
01:354 management P.J. Suzylon's all-time high is 400-400.
01:39It is the same management right now.
01:41So, I am not very bullish and not very comfortable on my personal space
01:45to enter into a stock like Suzylon,
01:47when I have 10 better options available in that sector.
01:51And again, the price is not speaking for itself.
01:54When the price is speaking for itself,
01:56when the price starts at all-time high,
01:57the price starts at all-time high,
01:58the sector starts at all-time high.
02:01But, if the sector is performing so well,
02:05and again, when you have a double boost,
02:07government support plus power demand,
02:09then you should be placing above your all-time high.
02:13Why can't ethanol stocks put on the stock?
02:16What?
02:16I feel that ethanol companies are looking for
02:18long-term investors to gain profit.
02:22With E20 Fuel,
02:24there are many automobile companies
02:27who have E20 Fuel affiliation
02:28and now they have started their vehicles.
02:33E20 ethanol.
02:35What do you do on the ethanol companies?
02:36I think, even the ethanol companies,
02:39ethanol is again a substitution to crude.
02:41At the end of the day,
02:42crude is trying to replace it.
02:44So, I think that it is a very good bet.
02:46Ethanol is again going high.
02:48But, what is the problem of ethanol?
02:49What is the problem of India's vehicles?
02:51I don't think that they are ready
02:52for blending so much ethanol into them.
02:55But, if you have heard it,
02:57the model of the vehicles that have been built in 2010,
03:00or 2014,
03:03those models are not very capable of supporting
03:06too much ethanol blended into them.
03:07The new models, of course,
03:09they are supporting.
03:09But, in India,
03:10there is a big population
03:11who is still driving those old cars.
03:14If you have to put ethanol into it,
03:17the engine is broken.
03:19So, I feel that ethanol story is a very promising story.
03:21And, you don't think that India's cars are ethanol
03:24so much ready.
03:25So, I think that, yes.
03:27Again, down the line,
03:28if you talk about 5-6 years,
03:29down the line from here.
03:30So, ethanol is again a very good story.
03:32But, again, I feel that,
03:33the liquid hydrogen,
03:35the green hydrogen story
03:36that is also building up.
03:37There is EV.
03:37So, crude to replace it,
03:40there are three things.
03:41One is EV,
03:42one is ethanol,
03:43and one is hydrogen.
03:45So, now,
03:46ithna percentage share ethanol
03:48le paata hai,
03:49this message.
03:50Who dominates?
03:51Because, dunya mein ethanol nahi hai.
03:53China mein ap dekhenge,
03:54toh EV has taken the charge.
03:55Now, in India mein,
03:56hydrogen, EV,
03:57ethanol korn charge le ke jata hai?
03:59I don't know.
04:00And, ethanol,
04:00is again,
04:01getting mixed into crude.
04:02So, ethanol,
04:03aapko crude se 100%,
04:04woh nahi de raha hai.
04:07Aapko chhod nahi raha hai,
04:08crude ko 100%.
04:09Aapko crude use karna paata hai.
04:10So, I think that,
04:11EV is a better option
04:12than ethanol story.
04:14Okay.
04:15Jab humna saare sectors
04:16discuss kari liye hai,
04:17Harshal, toh ek sector kyu chodhe,
04:19hum telecom kyu chodhe.
04:20Vodafone idea ka stock
04:22le ker ke,
04:22min generally telecom sector ke
04:24uper aungi.
04:25Vodafone idea ka,
04:26a target diya tha,
04:27city na 14 rupae ka.
04:28Or, jab ye target diya tha,
04:29tab Vodafone idea,
04:30lag bhaag 9 rupae ka aspaas
04:32trade kar raha tha.
04:33Or, sab ne kaha tha ki,
04:34over estimate,
04:35karke,
04:36yeh bataya jara hai,
04:37city ya,
04:38dousrore brokerages,
04:38joh hai,
04:39woh yeh keh raha hai,
04:40ki yeh 12 rupae,
04:4114 rupae pa,
04:42but ultimately,
04:43Vodafone idea,
04:44a gaya 14 rupae pa.
04:45Toh, joh log already,
04:47invested thay,
04:47Vodafone idea me,
04:48woh to,
04:49kahi na kahi profit booking,
04:51kar raha hai,
04:51lekin,
04:51kya aap company promising,
04:53lag raha hai,
04:53jab se AGI news ko,
04:54leker ke matter clear,
04:55ho gaya hai?
04:57Sure,
04:57agar aap dekhenge,
04:58Vodafone idea ko,
05:00or,
05:00AGI news ka,
05:01related matter khatam ho gaya hai,
05:02okay?
05:03Inga joh AGI news ka matter ta,
05:05yeh pichle 5 saal ke oopar se chal raha hai,
05:07correct?
05:07Jaisi ka agar yeh matter khatam ho jata,
05:09agar aap 5 saal ka Vodafone ka return dekhenge,
05:12toh close to nothing hai.
05:14Vodafone jaha pe 5 saal pehle tha,
05:16aaj bhi nahi me hai.
05:17So, I feel that,
05:18agar AGI ho itna bada news tha,
05:21toh aaj Vodafone ka share,
05:22kareevan 25-30 rupae ka aspaas ho na chahi hai na.
05:24But the bigger problem with Vodafone idea is that,
05:27ke,
05:27the fundamentals have deteriorated so much.
05:31Jio se itna strong competition a gaya,
05:33and the fundamentals have deteriorated so much,
05:35saamne there is another giant,
05:38which is Bharti Aetel.
05:39So, if you can see,
05:40Jio and Aetel have predominant,
05:42itna bada page bana liya hai,
05:43ke Vodafone,
05:44chaakke kul unke saath competition me,
05:46khaade rane ke liya,
05:47Vodafone is going to face a very tough time.
05:49Or agar aap dekhenge,
05:50aaj Vodafone 4 ke PE pe chal raha hai.
05:52Right now it's like around 2.6,
05:54saare 4 ke PE pe chal raha hai.
05:56Toh,
05:57is market me,
05:57jab dousare Bharti Aetel,
05:59agar aap dekhenge,
05:59they are commanding a very higher multiple.
06:02Because their business is strong enough to do that.
06:04Agar Vodafone,
06:05Mujhe personally aap puchhenge,
06:07toh I would personally want to stay away from Vodafone,
06:10because I have better EC sector,
06:12agar aap dekhenge,
06:13telecom sector me,
06:14I have better options to bet upon.
06:15Agar aap Bharti Aetel dekhenge,
06:17last 5 saal ka return,
06:19Bharti Aetel ka,
06:20aadai so percent.
06:21Aadai guna huwa hai,
06:22Bharti Aetel last 5 saal.
06:27So I feel that,
06:29look for industry leaders,
06:30this market is very choppy.
06:34It is a very choppy,
06:36but Vodafone idea
06:36has a good recovery in the last 2 months.
06:39Agree.
06:41But,
06:415 saal saap dekhenge,
06:42it is a very good recovery in the last 2 months.
06:53Agree.
06:53to break that long term consolidation phase,
06:56and then,
06:56technically,
06:58it is an interesting space to even locate.
Comments