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Capitalmind Research LLP is a subsidiary of Capitalmind Financial Services Private Limited (formerly known as Wizemarkets Analytics Private Limited), registered with the Securities and Exchange Board of India (SEBI) as a Research Analyst (INH000014003). We have provided DIY services to over 15,000+ investors and growing. We offer strong data-driven investment strategies that will assist in your long-term wealth creation journey.

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  • @venkyh
    @venkyhКүн бұрын

    Useful analysis. Thanks

  • @CapitalmindPremium
    @CapitalmindPremium16 сағат бұрын

    Thank you, Venky.

  • @HarjeevSChadha
    @HarjeevSChadhaКүн бұрын

    Awesome Video Always a pleasure to watch your videos. Learn so much. Thanks

  • @KrishnaAppala
    @KrishnaAppalaКүн бұрын

    Thank you Harjeev Ji, for your constant support 😊

  • @Ram-js4dj
    @Ram-js4dj9 күн бұрын

    Compare it with CreditAccess Gramin!

  • @subharanshurath9607
    @subharanshurath960710 күн бұрын

    Well explained ❤

  • @CapitalmindPremium
    @CapitalmindPremium8 күн бұрын

    Thank you 🙏

  • @subharanshurath9607
    @subharanshurath960714 күн бұрын

    Please make videos on your all smallcap companies holding in your model portfolios ❤

  • @subharanshurath9607
    @subharanshurath960714 күн бұрын

    This is a very good initiatives. Please make videos on your all smallcap companies holding in your model portfolios ❤

  • @subharanshurath9607
    @subharanshurath960714 күн бұрын

    ❤Thank you so much for such educational videos 🎉

  • @peeterlynch
    @peeterlynch18 күн бұрын

    Nice presentation krishna, Hoping you will cover QSR/logistics/matrimony/Reits in the upcoming videos.

  • @peeterlynch
    @peeterlynch19 күн бұрын

    Nice explanation and walk through Krishna. Hope you'll cover any QSR / logistics sector in upcoming videos.

  • @Ram-js4dj
    @Ram-js4dj23 күн бұрын

    What would be the near term growth in EPS if it is not being saturated??

  • @suneetkalra3128
    @suneetkalra3128Ай бұрын

    👌

  • @HimanshuGhadigaonkar
    @HimanshuGhadigaonkarАй бұрын

    Good Video.. Thanks for sharing..

  • @tanmaygupta8288
    @tanmaygupta8288Ай бұрын

    Thanks for this❤

  • @tushargaur8528
    @tushargaur8528Ай бұрын

    Good😊❤

  • @KrishnaAppala
    @KrishnaAppalaАй бұрын

    Thank you.

  • @peeterlynch
    @peeterlynchАй бұрын

    Again a good storytelling Krishna👍🏼

  • @KrishnaAppala
    @KrishnaAppalaАй бұрын

    Thank you

  • @nikitagarud9168
    @nikitagarud9168Ай бұрын

    Sir now mere pass 100 shares hai is stock ke so abhi lower ckt chl raha hain.. can I hold ??

  • @ArunRamakrishnan
    @ArunRamakrishnanАй бұрын

    Nice to see you Krishna. Keep up the good work.

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, Arun.

  • @pranav9814339844
    @pranav9814339844Ай бұрын

    Very good analysis. Could you please discuss PB Fintech? Thank you!

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, Pranav. Sure, will pick up PB Fintech to analyze.

  • @rishisingh5919
    @rishisingh5919Ай бұрын

    Good stock...good sector...good deep analysis ❤

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, Rishi.

  • @HD-17
    @HD-17Ай бұрын

    What about Avalon tech

  • @dp-ln1wi
    @dp-ln1wiАй бұрын

    EXCELLENT ANALYSIS. CONGRATULATIONS FOR THIS ANALYSIS.

  • @SmokeyDimsums
    @SmokeyDimsumsАй бұрын

    Enjoyed the data backed analysis. Thanks

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, so much. Glad that you liked it.

  • @rishisingh5919
    @rishisingh5919Ай бұрын

    Very nice analysis with data base keep it up ❤.

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, Rishi.

  • @Rav33ndra
    @Rav33ndraАй бұрын

    Super Krishna appala (KK) ❤

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4eАй бұрын

    Thank you, Raveendra garu.

  • @deviprasad1986
    @deviprasad19862 ай бұрын

    I'm holding kotak at 1617 and want to exit when will it bounce back

  • @ankit_rawal
    @ankit_rawal2 ай бұрын

    Bluestar & Voltas

  • @themavist
    @themavist2 ай бұрын

    421st subscriber!! Us se pehle chaar sau beesi ho rahi thi

  • @stu9970
    @stu99702 ай бұрын

    😄 Promo SM

  • @KishorePai
    @KishorePai2 ай бұрын

    can you analyse ZFC India which I believe is also in the same sector as Craftsman auto

  • @msrmaddymech
    @msrmaddymech2 ай бұрын

    Good content, good work in informing the audience

  • @ketanshah3015
    @ketanshah30152 ай бұрын

    Confidence of speaker is missing. Same was the case with CG Power video.

  • @KrishnaAppala
    @KrishnaAppala2 ай бұрын

    Thank you for your feedback. Will work on it 👍

  • @helloworld20202
    @helloworld202022 ай бұрын

    Great presentation. Pls analyse Craftsman Automation in the upcoming videos.

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4e2 ай бұрын

    Thank you. Sure, will cover Craftsman Automation in next video.

  • @CapitalmindPremium
    @CapitalmindPremium2 ай бұрын

    Hi @helloworld20202: Here is our video on Craftsman Automation: kzread.info/dash/bejne/gayKw6-CaLHbnps.html

  • @user-tq2wk9mv8o
    @user-tq2wk9mv8o2 ай бұрын

    I thank you Krishna ji for giving detailed presentation on CG Power. It is a very informative article and thanks for starting new series for discussing one company every week. I request you to kindly give us a detailed presentation on Repco Home Fiancé company in the next week. Thanks again for your expert presentation.

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4e2 ай бұрын

    Thank you 🙏

  • @ankitamanweb
    @ankitamanweb3 ай бұрын

    Hi Krishna, Have been following you CM premium from long ago. Can be slightly dumb to ask but What's the meaning of Turn-around story and Growth story? Thanks for helping us grow... cheers!

  • @KrishnaAppala
    @KrishnaAppala3 ай бұрын

    Hi Ankit, On the turnaround & growth story part: Initially when Poonawalla took over Magma Fincorp three years back, they had to clean up the balance sheet, replace the core team, introduced new product segments etc. This clean-up process can be broadly termed as a Turnaround. Once the turnaround is completed, the NBFC had identified a few areas to focus on (MSME & Retail). Now they are looking to grow aggressively in these segments, which is a growth story for the next 3-5 years.

  • @ankitamanweb
    @ankitamanweb3 ай бұрын

    Got it@@KrishnaAppala... Thanks for the help.

  • @desomusicnft9178
    @desomusicnft91783 ай бұрын

    Please do a study on antony waste handling cell

  • @darshansudhakar2659
    @darshansudhakar26593 ай бұрын

    1. Was surprised to see Norges Bank ready to participate in delisting. There was a time when Norges bank used to be a champion for fighting for minority shareholders. 2. May be RBI should have done some background analysis on how bank would misuse the guidelines 3. Is this a cockroach in the kitchen event?

  • @HarjeevSChadha
    @HarjeevSChadha3 ай бұрын

    Awesome video. Loving this new format of deep diving of stocks in videos. ❤

  • @anandvaidya67
    @anandvaidya673 ай бұрын

    Zudio, Misbu, Utsa - why such strange names? or do they make sense in Parsi?

  • @tubsingh
    @tubsingh3 ай бұрын

    Too slow conversation

  • @vineethrajoori3090
    @vineethrajoori30903 ай бұрын

    Nice explanation

  • @user-ji8cl4ss4e
    @user-ji8cl4ss4e3 ай бұрын

    Thank you Vineet.

  • @vinit1893
    @vinit18934 ай бұрын

    Great insights. It's rare to find such companies with high cash reserves and low debt levels with the main customer being PSUs or the government. One little suggestion Krishna, try looking at the camera. It will help take your amazing delivery skills to the next level.

  • @CapitalmindPremium
    @CapitalmindPremium4 ай бұрын

    Thank you, Vinit. Will surely incorporate it.

  • @samyakjain7814
    @samyakjain78144 ай бұрын

    Great analysis anazing insights. Which city you are from ??

  • @krishnaappala2797
    @krishnaappala27974 ай бұрын

    Thank you. We are based out of Bangalore.

  • @devbulchandani2451
    @devbulchandani24514 ай бұрын

    Super video thanks keep them coming

  • @CapitalmindPremium
    @CapitalmindPremium4 ай бұрын

    Thank you.

  • @AkshayShenoy
    @AkshayShenoy4 ай бұрын

    The company is an asset owner, but the analysis is done for a hotel operator. I would expect the focus to be on revenue per room and not things like daily room rent and revenue per available room which is more of operational metrics. ROA and ROCE would have been helpful too. When it comes to tailwinds, I would expect that a lowering of interest rates would be beneficial to a company of this nature. Execution and Financial Leverage risks are really table stakes for any business. You could've called out the risk of the revenge tourism ramping down once household savings returned to pre-pandemic levels putting pressure on lease renewals. If they have 40 properties, the average google maps rating across those properties could be a good metric to see and track.

  • @CapitalmindPremium
    @CapitalmindPremium4 ай бұрын

    Very valid points. This is a video summary of our blog post on the same. Hence couldn't able to cover all the points. Here is the complete write-up if you are interested: www.capitalmind.in/2024/02/samhi-hotels-analysis/

  • @nithinlakshmanan328
    @nithinlakshmanan3284 ай бұрын

    loved it!

  • @CapitalmindPremium
    @CapitalmindPremium4 ай бұрын

    Glad that you liked it Nithin.