00:00है सा अंतिम कोश्यन कर लेते हैं डिफेंस सेंगेंटम कोश्यन है हमारा कोचिंज से प्याट को लेकर कि आ वियू
00:05है क्योंकि सरकार ने 5.04% के
00:07foreign
00:15foreign
00:16foreign
00:26foreign
00:31foreign
00:33foreign
00:33foreign
00:33Yes, in the defense sector, there are some counters like ideaforge, parash defense,
00:39such as kuchkistan institute of defense, so these are some counters that are still running.
00:45But the defense counter, if I go to broad level,
00:48there is no more momentum here.
00:51Because the government's push was long term.
00:57And you can see that in India,
01:00I also can see that India is a very big defense exporter.
01:05And that is what we have seen.
01:07Recently, we have deal with Indonesia.
01:12Brahmos and Astra missile has been sent to us.
01:15And this deal, we have seen many countries approach us.
01:21And we have seen it before.
01:23But the stories and development are on the ground.
01:28Now, if you look at the chart, if you look at the defense industry,
01:31because in the defense industry, the buyer is a government.
01:36Private counter-sist will buy.
01:38Retailer will buy.
01:39The product of the product is a government.
01:43Now, when it comes to government,
01:45there is a big push.
01:45There is a big rally.
01:48Now, when the government is quiet,
01:50then you can see it in the consolidation.
01:53So, you can see it in 2021-2024.
01:56As much push from government,
01:58it is still running.
02:00It is still running.
02:00But the rest of the product,
02:02the good of the product,
02:03we have taken it so quickly.
02:06So, now, the defense consolidation is going on.
02:09As much as the rally was going on,
02:10it was very good.
02:12The mutual funds launched.
02:14The small funds launched.
02:16If you know it,
02:17the funds launched.
02:19And the defense industry has seen 8-5 returns.
02:22It has been seen in the defense industry.
02:23But it has been full of peace.
02:25So, the defense level,
02:27the broad level,
02:28it has been full of peace.
02:30If you want to invest here,
02:32you will have a lot of good counters.
02:34HAL, BEL,
02:35you will have a good name.
02:36So, you will have a lot of counters.
02:37You will have a lot of position.
02:38You will have a lot of patience.
02:41Because in the short term,
02:44I will not see much momentum.
02:46I will not see.
02:47I will not see.
02:50Cochin Shipt Yard,
02:51I will try to apprehend me.
02:54We will start the top push of the pool back.
02:55But I will look down the lower low.
02:58And I will guess that
02:59Cochin Shipt Yard,
03:01let the previous low approach was 1200,
03:05if it was about 1200,
03:05and 1500,
03:08UNPREADS depending on the speed.
03:10Fresh position will not be found.
03:12If you have another level,
03:13then you will hit a stop loss.
03:16You will hold it.
03:18The momentum will be here.
03:19we don't know. But when the counter is a short-term
03:26high, which is coming from 1545,
03:30when we cross, we don't want to sustain the weekly level.
03:33I don't see the possibility of a big momentum.
03:37And about BEL,
03:40BEL is such a counter,
03:41which is not just in defense.
03:42The semi-conductor thing is not working in India.
03:47And in the future,
03:50BEL is a counter,
03:51which is a platform business.
03:53HAL is a full airplane,
03:56fighter jet.
03:57And BEL is a supplier.
03:58The business is so diversified.
04:02BEL is the biggest difference in defense.
04:05And BEL is a consolidation,
04:09but the rest of the business is less.
04:12Because the business is diversified.
04:14I will say that
04:16I will say that
04:16the momentum is so fast.
04:20The BEL is high at 470,
04:23which will not sustain the weekly level.
04:26Until BEL has a big momentum.
04:36The momentum is not visible.
04:40I think the BEL has been the same.
04:50The momentum is not visible.
04:53Okay sir, what will the disclaimer be?
04:57Yes, look, the stocks we have discussed today.
05:01My portfolio is not a PhD capital.
05:04No conflict of interest.
05:05It is possible that there are many new channels and clients.
05:10The investment in security market is subject to market risk.
05:13Read all the deleted documents carefully before investing.
05:15And the registration granted by SEBI membership of BSN certification of NASM.
05:19No way guarantee any performance of return to the investors or provide any guarantee or assurance.
05:23of performance.
05:25Thank you sir, thank you sir.
Comments