The BM Equity Report - क्या करे IKIO के IPO में?
Invest in our Smallcase :
Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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www.Thethoughtfulinvestor.In
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We discuss if the IKIO IPO makes for a good investment case. We also speak about how the US markets is shaping up by disproportionately rewarding the big tech. We also speak about Tesla and the other technology stocks in US.
Listen to know more.
0:00 Intro
0:11 IKIO IPO
0:30 Problems Of IKIO
0:50 ROE 50% ?
1:22 Invest in IKIO?
1:35 Financials Of IKIO
2:10 Business model analysis
2:25 PHILIPS
3:04 Dominant Buyer
3:25 Gross Margin of IKIO
3:52 DIXON TECH Vs IKIO
4:30 Capex Plan
4:40 Market Cap Of IKIO
5:32 ROE more than Growth?
5:45 Advantage Of Interest Rates Decline
6:37 Bull Market Participation
7:07 View On US Market
7:29 Technology stocks - Biggest Gainers?
8:02 Difficulties Of Commercial Real Estate
8:21 Marketing Strategy of American companies
9:30 How to improve your business?
10:17 Suit filing on KIA & Hyundai
10:52 TESLA 7500 Dollar EV Credit
11:46 COINBASE Insider News
12:22 Overall Market View
12:35 Position In Mid&Smallcap
12:52 Large Cap Stocks
13:06 Time For Small&Midcap Rally?
#ikio #smallcase #nasdaq #ipo #USgovernment #investmentstrategy #financialadvisor #passiveincome #tradingeducation #tradingpsychology #stockmarkettips #investmenttips #stockmarketinsights #stockmarketupdate #stockmarketanalysis
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Пікірлер: 211
Basalt ji , there is lots of question in mind but I learned that , watching you last 5 years, getting all answers by you but only with out miss we should watch you, I feel this
As always superb!
Sir Sugar and Ethanol story pe view share kijye please. Iss industry mein Acha EPS growth aur PE expansion kabhi ho sakta hai kya? Big Fan❤😊
Sir, beautifully explained. Thankyou so much, it is immensely helpful for a senior citizen like me, one more thing Sir I had asked your views on Sarada energy so many but I failed to get your views. But later on some day you told that some times your knowledge of the stock might be little and that's it , no problem Sir. I hear to all your videos everyday and I so happy for that. Thanks for the same to you once again ❤
Retail investors most of them were on losses have started gaining profit under your guidance. Thanks for being there for us.
thank u sir for sharing ur knowledge
Good Morning... Thank you sir for sharing very valuable information..
Basants’ videos are absolutely the best investment in time to learn & be entertained. No frills with all the thrills! I always look forward to your informative videos. Please keep them coming 😀🙏🏾
Was at Hilton SFO last month, the rooftop Cityscape has some amazing views!
Basant ji,your energy is contagious👌👌
Much thanks for the visleshan 💯🙏
Namaste Sir, Anupam Singh, School Sports Teacher,Varanasi. Shriram Finance, India Cements, JSW Energy, City Union Bank in my portfolio, kya strategy sahi 4 stocks k liye , Investment amount 50L.
Congratulations sir, 170k🎉
Namaskar Sir- I’m Himanshu, in your last live stream session while explaining the business model of BRK you shared the concept of float in an insurance firm and how it benefits the investment sustainability aspect. From Indian context perspective, why similar analogy can’t be derived in case of LIC as well. Please explain.
Good morning sir ,very good analysis.
IKIO ka 50pc business Signify se aata hai Signify ka 50pc IKIO nahin deta Due regards
Good morning sir😊 Thanks 🙏🏻 for the knowledge Big Fan of yours Saurabh Jai Hind 🇮🇳
Mera man karta hai 24 ghanta video dekhta hi rahu kye ki itna acha lagta hai
Hello Sir , I have 2 questions I have tata power and IEX for long term view . My thought behind choosing Tata power was as itis shifting towards renewable enery I think the Input cost like coal and other will reduce and Profit and margin will therefore expand . And as Energy is a sector which cannot be replaced so trading of energy will increase with time and development of the country so i bought IEX. Please guide me If i am wrong .
Great vedio🎉 Sir ..balance sheet kaise padhi jato hai ..ek vedio bna dijiyega...plz
Hi Basant Sir, watching u Ask Basant and BM Equity, absolutely insights of market and stock ... Please analyse Piramal Pharma for long term investing.
Sir, company named natural capsules looks very good interms of sales and future projections... kindly look into it and share analysis of the stock ?
Hello Sir, Thanks for educating us, your Take on IBM with 5-7 year vision?
Sir, actually yesterday and day before yesterday Russel 2000 has risen a lot and overperformed the big indices by a good margin.
😊 Thank you sir .
Hi Sir, i tried to ask this question in your live session but it did not got pick up please can you provide your view on small cap company when family own business got divided internally, how that effect business? also how to understand downturn in a sector or company is near to end and turnaround can start
Quite a few years back, Ciba used to get a large proportion of its medicines manufactured from Phar east laboratories and it stopped suddenly
7 Jun 23 Morning - 4th try I am Merchant Navy Officer from Bareilly, UP looking forward to host you on your road trip. Coromandel international ROE - 27% , ROCE - 31 %, Sales growth 21 %, PAT growth 29%, ROA 12% all the 5 yr average. Top class professional management, well know brand. I am confused why Coromandel not participating in the rally.
Real well designed nice content 🙏
Namaste! Sahi stock select karne ke baad ek aam niveshak kaise pata lagaaye ki kis level par khareedna hai..agar long term ka perspective hai to kahan entry karni chahiye? Should he wait ke kab CMP laal nishaan dikhaye ya laal hare ki parwaah kiye bina hi khareed lein..once u said not to time the market. Please guide sir
sir thanks a lot for taking my question 😀.I had asked what does it mean if net profit is 46cr & cfoa is 1cr. stock name is jyoti resins. sir can it be the next pidilite/ can it 10-15x in next 10 years. its roe is 55 and fundamentals look robust to my understanding. it is a small cap with market cap around 1600/1700 cr
Sir, main apne hometown mein ek two wheeler ki franchise (dealership) own krta hun. Last 2-3 saalo se Sales kafi impacted hai. Two wheeler industry aur specifically future point of view se hum jaise businessmen ko kya steps aur planning krni chahiye guide kijye please🙏
hello sir, What data you see in the Bond markets to predict about the Fed rate cut?
Its nice commentary 🎉🎉
I am a reader of the original thoughtful investor. Hello sir - I am a software engineer from Jamshedpur. This is my 4th attempt of asking you a question. Between KPIT Tech, Persistent, Happiest minds and Sonata software - which one do you think has a lot of potential? Sonata software has negative working capital (udhar me khareedo, cash me becho) - looks really enticing to me. Also, how to identify market leader in this space given we have elephants (TCS & Infosys) in this sector? Thanks.
Sir ji may miju mallick (c.g) raipur se hu. May sonar karigiri karta hu. sir ji company 100c sales 120c or Q&Q profit increase hora hai aisa stock me kya or dekhna hai. Plz bataiyega
Ask basant - please talk about jyoti resins and adhesive Cap 1700 cr Can it become multibagger Please pick my question
@jitendradarji1483
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Good company making profit continue and consistently
Sir Anti climax dialog was amazing ❤ Sir can you please take a session on HNI IPO invest and things to take of. Thank you Sir.
Trailing stop loss orders on delivery stock always failed.Yesterday I tried to put trailing stop loss for MAZDOCK at 1008 price but order went completed while it’s price on 1032.It’s weird.
Hello Basant ji, I see long queues at the embassies and Visa offices. Getting Visa appointment has become so difficult. What's your take on *BLS international* which manages these services.
Hi Sir, Number provided in your website does not pick up the call. Query- while subscribing small case why it ask for permission to buy and sell stocks and see the portfolio
PLease share your view on Force motors. Seems like a great candidate for a turnaround story. With rise in sales for passenger vehicles across the market. Stock already up 50 percent in last week.
Hello Sir- can you please create small case for dividend. Thanks!!
Thanks
NAMASKAR SIR WHAT MARKET CAP DO YOU CONSIDER AS LARGE,MID, &SMALLCAP.ACCORDING TO YOU WHAT IS ACTUAL MARKET CAP OF SMALLCAPS
Please tell about suzlon energy, is it on the way of next multibagger
Thanks🙏🙏🙏
Weekend lecture on cash flow without questions
Hello sir please consider my question Your view on Hemisphere properties ? The pe of the stock is negative and has not made any profits But it has a huge land reserve Please share your views on it.
your view on PEG ratio when buying stocks?
What will be the impact on Titan's business/margin as Aditya Birla group's entry into jewellery business?
your views on byjus and ed tech sector
About buying shares of companies which are yet to be listed. Is it possible? Is it sensible? I was thinking about bOAT which is start up and has a large presence through heavy advertisements. Can you please give your thoughts on this?
sells=top line and profit=Bottom line ....can be compare with the goods in the store on top of the table and ...cash counter at the bottom of the table....
Sir how& where to invest in etf pls reply
Basant ji, What's your view on Aditya Birla entering into jewellery sector with massive investments .. Asian Paints corrected massively post Grasims entry in paints. Do you see similar fate for Titan?
Sir your views on tata chemical, it is into high entry barrier Sector, has kind of monopoly on soda ash. Can it become multibagger?
Sir I am vishnu from bihar . I am your regular listener. I am a small shopkeeper. I have ikio lightning . I have bought on haigh price . Is it a good company . Should I average it.
Sir plz share view on CLEAN SCIENCE, GMBREW, MSTC,QUESS
Basant sir One time investment of 12 lac in bm vision and bm focused small cap is enough for 5 yrs or else with increase income need to put money in smallcase.
Sir, i want to know how i can invest in nasdaq via mutual fund available in india. Need to best mutual fund to invest in Nasdaq.
Basant Sir - Huge Fan, Sir Cash Flow statement mein cash from operating activity, cash from investing activity and cash from financing activity ka kya matlab hota hai?
Good morning sir I understand your investment strategy but sir do you do daily trading
Hello sir maine GICRE ME 15 lakha rupiya investment kiya hai mujhe 25% profit ho raha hai kya karu? Please reply
🙏sirji Please share your view on Medanta.
Sir how debt increases ROE
Basant Ji, What do you think about Clean science? Looks good fundamentally but is down about 55%
Sir out of syllabus question. My wife is curious to know whether you dry clean your everyday expensive T shirts or regular wash. Dry cleaning is too expensive
Sir Namaskar from Guwahati, Assam. Ghaneshyam MAGAR How is - Antony Waste Handling cell ??
Sir in USA large IT shares are moving does not it makes a case for our large IT shares instead of mid and small IT shares
Sir please kindly explain ex- right issue
sir about Jubilant food work and info edge stocks both are nearly 10% of my portfolio. I am losing patience since last 2 years both stocks are not performing. Can I exit and shift to small caps? My overall portfolio is 10 crores and nearly 90 Lakhes held up in 2 stocks.
धन्यवाद 😊
One full session on banking and nbfc
Sir pranam 🙏 Mera Phila question apne nahi liya ...ab sir ye to le lo Sir laximi organic ka oprateing cash flow 199 CR he & net profit 125 he.....lekin pe iska 59 he iska matlab kya he sir
@iitian-hp4vq
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Personal advice WhatsApp group Join karo 👆👆👆
Sir, kabhi toh mera question lijiye... Kindly suggest your view on Tata Motors - DVR till what price level we can hold the stock. Next question- I am holding Infosys and in minimal profit. Is it advisable to exit the stock and invest in KPIT Or Happiest minds. Mai bhi sir Salt Lake City se hu.
Good morning Sir Ji ❤
Vikas here. Liked your Hugo Boss T-Shirt. Really you are the boss. Question. I entered your Vision 2030 and now MV is 14.9L with a plus of 19.5%. Do you think I should book profit and move to BM focused small case. What would you do? or move to the conservative Nifty top 20. Kya lagta hai??
Sir I am your old subscriber watching your all videos, can you please take my question, Can you please talk about credit access Gramin share asking 3rd time
Lekin IPO ke baad debt khatam ho jayega Nahin?
Gm. Sir ji...any prediction for Oval test, starts from today
Guru Ji Pranam, You are doing fantastic work for us.....Video ko like Kiya channel ko subscribe Kiya... You r nt taking my question but still I am trying 37th times.... Car Trade 70% down 2% of Portfolio Thyrocare 60% Down - 2% of PF ABSL AMC 3% of PF & Jubilant Pharma 2% of PF 40% down each HDFC AMC 9% of PF & Krsnaa Diagnostic 1% of PF 30% Down each Sayad kabhi kabhi extra diversification loss reduce kar deta hai...but after watching your videos still Nifty ETF is better than this zoo... *YOUR VIEWS PLZ* ..... 20L PF 30 Stocks....
Hello sir, is water stocks can give 25 CAGR growth in next 3 to 5 years???
गुरुजी प्रणाम
Jai Shree Krishna
Good morning sir 🌞😊😊😊
Good morning sir😊🙏
Hello sir! What’s your view on IDFC first bank seeing it’s CEO as he has a very good track record in the banking industry. Lots of love from Assam ❤❤!
Sir, AGAR PHILIPS CHINA SE BUYING SHIFT KARE TO...??
Sir we all love u and wait for u every day Request to do next live 2hours program on News that effect shares Rebalancing by msci Buyback by owners Selling and buying by FII and DII Rebalnceing of index funds etc Qip News based Sudden drop or rise Slowing inching up or inching down if share prices National and international news World Maga picture Macro and micro And so on U are urself a university Pl sir😊
Hello Sir, LMW ka PE sector PE se Kam hai still it's share price is 11000.why?
Hello sir , now m not counting how many times I asked questions but u have not taken G8 work sir , I purchased the book from Amazon , later on returned n bought from ur link. I have subscribed to BM small cap n top 20. Please review RPSG , HFCL,
Good morning sir g
Dear Sir, You are not taking my question even I am giving like in every video. I have invested in below stock for 15 year 15% CAGR. Is possible with portfolio ? Please advise with your expert view 1. Abbot 2. Gujarat Gas 3. Bharti Airtel 4. Dmart 5. Rout mobile 6. Ratnamani Metal 7. Balkrishna industries 8. Tata Motor ( purchased at 74 Rs price) 9. United spirit 10. EID Perry 11. Sona BLW Please please take my question
Sir Heard Saudi and Opec have surprise cut oil production upto 4% of global oil demand. Can this cause big impact on India stock market or economy/inflation and rate hikes Capex growth, infra growth, exports etc. Where can oil prices go with this. How hard will this hit US economy and India Russia oil prices
Sir, bindaas talk about Thoughtful Investor and Your smallcase. Respect your hard work and insights you provide. My trading style and perception have changed drastically since started following You ❤
@Bmtthequitydesk..
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Wʜᴀᴛsᴀᴘᴘ ᴍᴇ🔝.
You say on one side that business can be done by taking loan to get profit in business like if there is a confectionary shop and if it is making profit then another shop takes loan then if interest payment is less than profit then it can grow well and On the other hand, if you say that the loan taken by this IPO shows the ROE, what is the correct understanding?
Please view on neogen chemical Ltd management and valuation for 10 years
Coffee konsi hai
Sir please review UTI AMC stock, Thanks again for all the learnings!
@iitian-hp4vq
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Hiii