Zen Technologies Share Analysis | 50% CAGR Defence🔥 play?

Поділитися
Вставка
  • Опубліковано 19 жов 2024

КОМЕНТАРІ • 71

  • @Exmuslim_Anwar
    @Exmuslim_Anwar 3 місяці тому +2

    looking at its growth it's not expensive at all. RoCE and RoE will definitely increase and just see the amount it's spending on RnD. It will give benefits for long term. Today itself company launched four new products.

  • @mukutagrawal2080
    @mukutagrawal2080 3 місяці тому +1

    Indeed very useful information. Thanks for sharing. I am holding it from a low level and thinking to add more in SIP manner in very small quantities.

  • @RajeevSharma-fs2ms
    @RajeevSharma-fs2ms 3 місяці тому +3

    If a company has strong order book then ROCE ROE doesn’t matter . There are many stocks which have high valuations but making new highs

  • @rohitwalmiki271
    @rohitwalmiki271 2 місяці тому

    Thanks very educative

  • @divakarkamath4801
    @divakarkamath4801 3 місяці тому

    Very informative,nice,

  • @prateekkhare1
    @prateekkhare1 3 місяці тому +1

    Excellent video Varun.Please analyse SML ISUZU. Also a suggestion to include more of technical analysis in terms of patterns which are forming currently on the daily/weekly/monthly charts in your presentations.

  • @sandeeparneja7023
    @sandeeparneja7023 3 місяці тому

    Sir, Really a very good insight on the Company.
    Would request if possible to consider evaluation of KPI Technologies. Thanks

  • @sameer6356
    @sameer6356 3 місяці тому

    Viddo is Very low in coverage in terms of risks. What about competitors to Zen Tech ? And what are entry barriers not mentioned why? Anyone with tech can enter Drone manufacturing.

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому

      This is not a deep dive video. This is a short form. There is another video on Zen made earlier. You can check on our channel. Thank you

  • @mukeshborana7319
    @mukeshborana7319 3 місяці тому

    Now good price to buy 1250-1350. Fundamental is good

  • @harshsharma2535
    @harshsharma2535 3 місяці тому

    Thanks for the coverage Zen Tech. Could you pls have the same analysis for Tata Technologies.

  • @KVR_VARAPRASAD2308
    @KVR_VARAPRASAD2308 3 місяці тому

    Hi Varun ji, is cyient limited going to become multi bagger due to its entry into semi conductors. Pls your view on this.

  • @varshadoshi8691
    @varshadoshi8691 3 місяці тому

    Bought @15 as per your tip
    Zenith Steel I made top Sirji
    Became long term

  • @sivaramaprasadgoli6465
    @sivaramaprasadgoli6465 3 місяці тому

    Please explain the future of aerospace and defence multibagger stock dcx systems and BEL.

  • @Guiding100
    @Guiding100 2 місяці тому

    Can I buy this now?

  • @prathmeshg6188
    @prathmeshg6188 3 місяці тому

    Sir, pl make such informative video on Sona

  • @akk751
    @akk751 3 місяці тому

    Discuss company having MOS...

  • @manojm5747
    @manojm5747 3 місяці тому

    Can you please provide updated video on Heidelberg cements India

  • @GrandLandscape
    @GrandLandscape 3 місяці тому

    Dear Varun bhai, Can you plz make a Analysis on HSCL Himadri Speciality Chemical. Thanks :)

  • @tejaseva
    @tejaseva 3 місяці тому

    Sir please make a in depth analysis of Cyient limited

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому +1

      Just did

    • @tejaseva
      @tejaseva 3 місяці тому

      @@CAVarunAgarwal Great Analysis! Thank you Sir.

  • @Rohitbedi20
    @Rohitbedi20 3 місяці тому

    Good video.

  • @sameer6356
    @sameer6356 3 місяці тому

    Why no explanation given on price to book value?

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому

      Valuation part mentions that price to book is very expensive.

    • @sameer6356
      @sameer6356 3 місяці тому

      @@CAVarunAgarwal then why cover this stock ? instead cover cheaper valuation stocks? operators are active in Zen Tech.

  • @sameer6356
    @sameer6356 3 місяці тому

    Zen Tech p/e is 86 and from 200 levels its already up at 1400 so this is distribution level and not the time to buy

  • @adiraj5158
    @adiraj5158 3 місяці тому

    Please review Fineotex Chemical Limited

  • @varshadoshi8691
    @varshadoshi8691 3 місяці тому

    OnlyFunda
    Good co at a bad price Sirji
    Summet ind
    Quadrant Tele

  • @twinangels7060
    @twinangels7060 3 місяці тому

    Price to book is 24x. Not 50+ as explained in your video

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому

      Thank you for pointing out. PB Ratio is 24X as mentioned by you. We accept the typographical error and we will be more careful next time.

  • @masterofnone581
    @masterofnone581 3 місяці тому

    Please consider these stocks for next videos.
    ORIENTAL AROMATICS LTD
    STERLITE TECHNOLOGIES
    RUSHIL DECOR
    TARSON PRODUCTS LTD

  • @sameer6356
    @sameer6356 3 місяці тому +3

    He Seems to be misleading investors. What about ROCE and ROE of Zen Tech ? This is highly expensive and not at all investment worthy now.

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому +3

      The valuation part says that it is expensive. This is not a stock recommendation to mislead anyone.

    • @sameer6356
      @sameer6356 3 місяці тому +1

      @@CAVarunAgarwal if it is expensive then why to cover the stock? innocent investors may miss this part of video and buy and make huge losses.

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому +1

      The stock selection is done by the audience themselves. You can check our Telegram channel for the poll. I only share my view. Both of our views are the same that the valuations are expensive at the moment.

    • @chanakyaconsultantz7375
      @chanakyaconsultantz7375 3 місяці тому +2

      Clear cut disclaimer is given in Video as also valuation is opined. There arises no questions of misleading.

    • @sameer6356
      @sameer6356 3 місяці тому

      @@chanakyaconsultantz7375 all the best

  • @sameer6356
    @sameer6356 3 місяці тому

    Zen Technologies is operator play and very expensive for any investor to buy

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому +1

      No comments on the operator. Expensive Valuations are mentioned in the video

    • @sameer6356
      @sameer6356 3 місяці тому

      @@CAVarunAgarwal but who will buy this argument that it is expensive when you are painting rosy picture of Zen Tech? This has gone into lower circuit many times

  • @JitWankhedeOfficial
    @JitWankhedeOfficial 3 місяці тому

    Hindi bolo Bhai sahab UA-cam pe
    etni English aati to khud itna research nahi kr lete..
    Aam log 😂😂

    • @CAVarunAgarwal
      @CAVarunAgarwal  3 місяці тому +1

      Baat to sahi boli hai aap ne. Hindi me bhi banaunga kuch videos

    • @Guiding100
      @Guiding100 2 місяці тому

      English is better... Couldn't understand Hindi.. Thank you ​@@CAVarunAgarwal