00:00The question is about Allen T. Do your fundamental analysis and give your opinion on long term investment.
00:06It can be kept in the core portfolio. If you want to buy it at what price, then this is from Dharmendra Rupadya ji.
00:12The question is Lakhana Uti, let me ask about this, that...
00:16This is half, he has come alone, where is Ugadal, now he told that no, this is not him, this is Dharmil
00:23Rupad is very welcome you are ok so Larsne Topro code whether to stay in Portoli or not and buy
00:31So at what price should you buy it?
00:44And then take your own decision after understanding and thinking carefully, this is the way forward for all of you.
00:53This is anrod from everyone, now tell me how is Lenti looking fundamentally, especially take a look at the fundamentals of Lenti right now.
01:03This is not the right time to analyze because
01:07An important factor in Larsen is that they have many projects in the Middle East and if there
01:16But if there is unrest, it will certainly affect their work and sentiment. The first thing we should do is establish that
01:24Let's do that Larson you have a portfolio stock large cap stock portfolio stock the second thing is that
01:33If there is a problem in the Middle East
01:34So project overrun, cost escalation, all these things come up which will damage your ROI, your return on capital.
01:46It will damage everything, so according to me this time will not be right if we do not understand its fundamentals.
01:54Push when external factors are acting on it
01:58But once you accept it as a correction, either there should be peace there again or its
02:07Some deep correction should be done
02:08How deep can the correction be, you may ask, for example, let's assume that right now it is almost at 3800.
02:15So you can keep a minimum correction of 10% in it, then anything below 3500 will be 33, 3500, all these ranges.
02:26It will be fine, a good bottom was formed there last time also.
02:30It is possible that we may not go there because as discussed a little while ago, it is possible
02:36that this turn the intensity of crude may not be that bad the intensity of the fight may not be that bad and rather
02:41Move away from blockades etc.
02:43But still the situation is saying that the situation there is uncertain and this is for L&T.
02:50It will impact projects, but it should also be recognized that this situation is not permanent.
02:58This is only as long as this madness lasts, so when this madness ends then again
03:03The projects will also be revived and their input benefit will also be there.
03:06You will get this which effectively makes you a kind of patient investor in L&T for long term. That's it for now.
03:13We should understand this fundamentally
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