Gen Z Valuation: Natco Pharma's Valuation Ratios Suggest Greater Undervaluation Than Dr. Reddy's

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  • Опубліковано 13 січ 2025

КОМЕНТАРІ • 76

  • @sugumarbellan1059
    @sugumarbellan1059 3 дні тому +10

    Great sir, not only giving us ideas about stock market but also educating your subordinates well in english language, keep it up🙏

  • @rajkumara3436
    @rajkumara3436 3 дні тому +2

    His English improved compare to previous videos 🎉🎉🎉🎉

  • @SivaKumar-pg1cw
    @SivaKumar-pg1cw 3 дні тому +1

    Today very clear video sir❤❤❤❤ nice clear presentation comparison

  • @TIFFINCOFFEELEVELINVESTING
    @TIFFINCOFFEELEVELINVESTING 3 дні тому +6

    Excellent analysis guys,
    Vinod sir opinion is correct, I aslo though like dhana before buying amar Raja vs Exide.
    I focus on most under valued, than looking at the business, market cap & future plans or the reason for low PE valuation
    My opinion would be if possible consider both equally. So that you won't feel the turbulence in your portfolio & even if one becomes a multi bagger and one performs well, you will have the satisfaction for participating in the race.

  • @sudhanram6710
    @sudhanram6710 2 дні тому

    Learning lot from ur channel thanku @berich vinod sir ur awesome!!! your explains are so good to watch !!! u resembles this generation @anand srinivasan sir !!! Dhana u too doing good job

  • @dkkalai223
    @dkkalai223 3 дні тому +1

    Thank you and keep doing deep drivings of companie and businesses 😊

  • @iamramu111992
    @iamramu111992 3 дні тому +38

    No offence still lot of admiration for Anand Sir, but off late i found Be rich is better than Money pechu....

  • @v.sasikumarrishi3735
    @v.sasikumarrishi3735 3 дні тому +5

    Yes right as you said I invested 15k in natco and 40k in reddy but natco growth is more than dr.reddy

  • @prakashth
    @prakashth 3 дні тому +1

    Good analysis Dhana

  • @mohanmohan-hb6ub
    @mohanmohan-hb6ub 3 дні тому

    ALWAYS HAPPY TO LISTEN YOU SIR 🙂THANK YOU

  • @RaviKumar-ty6kp
    @RaviKumar-ty6kp 3 дні тому

    Good conversation Sir.....
    Thanks you....

  • @iamnawin
    @iamnawin 3 дні тому

    Thank you very much guys,

  • @bsasikumar2856
    @bsasikumar2856 3 дні тому

    Thank you both Vinod Sir and Dhana for learning.

  • @anandharajbalu9055
    @anandharajbalu9055 3 дні тому

    Very good 👍

  • @v.sasikumarrishi3735
    @v.sasikumarrishi3735 3 дні тому

    Good work Dhana ❤

  • @narasimmamurthyr2534
    @narasimmamurthyr2534 3 дні тому

    Dhana’s English has ratcheted up 👍

  • @sathyac6158
    @sathyac6158 3 дні тому

    Rocking Dhana, Keep it up.

  • @sureshsathiyamoorthy6419
    @sureshsathiyamoorthy6419 3 дні тому

    Nice video convo ❤❤❤

  • @Vishnu-i1n6l
    @Vishnu-i1n6l 3 дні тому +4

    Dhana s analysis on both the pharma stock was very insightful.very informative.

  • @senthilnathan9950
    @senthilnathan9950 3 дні тому

    Nice 👍

  • @luravel
    @luravel 3 дні тому +5

    Recently last week (end of December), promoters selling in NATCO pharma, Is it a negative sign? Promoters selling is an indication that they feel the stock is highly priced and get cash out?
    I feel better to buy Dr.Reddy rather than NATCO

  • @Poadcasttamil
    @Poadcasttamil 3 дні тому

    good information

  • @thearunprasadh
    @thearunprasadh 3 дні тому +1

    Dhana is a hero in making ❤❤❤

  • @1968luckyboy
    @1968luckyboy 3 дні тому

    Comparison made eye opener to land cash safely

  • @ravisrinivasan6866
    @ravisrinivasan6866 3 дні тому +5

    Difficult to read fonts, please fix it next time

  • @adisankar007
    @adisankar007 3 дні тому +1

    Business models of both the companies are different....natco aggressively depends on Para iv filings of new drugs ...

  • @Ruraldogs88
    @Ruraldogs88 3 дні тому

    Excellent conversation 👍. Vinoth sir is a star war fan?

  • @ilavarasipooja7309
    @ilavarasipooja7309 3 дні тому

    Thanks,pls discuss same topic in tamil also

  • @mkumaran586
    @mkumaran586 2 дні тому

    ❤❤🎉

  • @narasimmamurthyr2534
    @narasimmamurthyr2534 3 дні тому

    Short term comparison by TA : October 1 onwards Natco down by 10% while Dr Reddy’s is holding steady. In market correction share falling less is considered good. So Dr Reddy’s for short term

  • @sathish2868
    @sathish2868 3 дні тому

    One of the good quality samll cap stock is NCC ltd. I request you to discuss about this.

  • @mukeshkannans952
    @mukeshkannans952 3 дні тому +5

    Shall we consider karnataka bank now. Karnataka bank is in 197

  • @srinivasanvenugopal6405
    @srinivasanvenugopal6405 3 дні тому

    Sir Could you please compare Aurobindo vs Natco. Which is better to buy.

  • @krishnajonnalagadda8375
    @krishnajonnalagadda8375 3 дні тому

    Focus on quality of molecules which company having and it's potential.

  • @riteshk9879
    @riteshk9879 3 дні тому

    Sir ... Please compare natco with marksons

  • @senthilvelkumarappan835
    @senthilvelkumarappan835 3 дні тому

    Please speak about PN Gadgil gold retail stock ji

  • @MuthuKrishnan-fr4uv
    @MuthuKrishnan-fr4uv 3 дні тому +1

    NATCO need to sell off their Agri Business to scale the stock prices heights of other pharma companies. Their Agri business is doing very badly and will continue to do so, keeping the stock price range bound. Just by going on p/e and not considering their business in its entirety and growth potential , would, in my opinion, be a big mistake. For eg from 2017 they have been range bound.

  • @mohamedsoori1357
    @mohamedsoori1357 3 дні тому +1

    Please advise me, I accumulate natco pharma slowly last years, but my total portfolio more than 10 percent, still can I accumulate

  • @gauravbhoopalrajbeybladevideos

    I love anand sirs talks but Mr Vinod keeps the conversation live and witty I am fan of Mr vinod no offense pl happy pongal

  • @marudhamrajaorganic3998
    @marudhamrajaorganic3998 3 дні тому

    Can i consider caplin point laborateries share

  • @vimalrajk6576
    @vimalrajk6576 3 дні тому

    Hai sir what about Shriram finance ltd after stock price was split?? It can buying opportunity??

  • @sithysulaikal4690
    @sithysulaikal4690 3 дні тому

    If I buy a stock at certain price but the stock doesn't reach that price, so I modify that previous price to a new price, will I be charged for modifying the price of a stock ?

  • @anandh1967
    @anandh1967 3 дні тому

    Zomato has gone down can I buy?

  • @sanvikavino1712
    @sanvikavino1712 3 дні тому

    Natco pharma ❤

  • @muthaiahayyavu
    @muthaiahayyavu 3 дні тому

    🌹🙏🌹❤️

  • @ajithkumara7995
    @ajithkumara7995 День тому

    Unaware I bought natco in Mtf with avg 1440 in huge quantity in sept 2024😢 now at a loss of 35000 with interest standing at 10000... don't know what to do... pls someone help with you valuable advise..

    • @sourceanalysis8120
      @sourceanalysis8120 День тому

      I hav 1071 natco stock at 1525 ,bro any problem with stock?

    • @ajithkumara7995
      @ajithkumara7995 День тому

      @sourceanalysis8120 no problem with stock.. I bought natco in mtf eith small investment.. avg price 1440.. since then stock fell to 1200... i am at a loss of 40000 + 10000 Interest for mtf borrowed.. still the market is going downwards broke all support levels... this is worrying me..

  • @annaprassanna4015
    @annaprassanna4015 3 дні тому +1

    Bajaj housing 😊finance

  • @RolexRocky-d9x
    @RolexRocky-d9x 3 дні тому

    Finally investment journey is not 100 or 200 meters of sprints instead it's a long hundred kilometres of marathon 😂

  • @sureshkumar-mj8zl
    @sureshkumar-mj8zl 3 дні тому

    Sir Any IT share to consider, because Anand Sir says, TCS, infy, Wipro all diamond needle??

  • @VmlucyBDaGV2aQ
    @VmlucyBDaGV2aQ 3 дні тому

    Is Natco really focusing on generics and similar stuff other pharma giants are focused on ? Their expertise is on para 4. High risk high reward game. But I don't see a potential to grow like the other pharma giants. Do they even aspire to become one such ? If they don't have any concrete strategy and plan, isn't just a wishful thinking from our side to assume that they will become a large cap in 15 years?

  • @ardhanarisubramanian9417
    @ardhanarisubramanian9417 3 дні тому

    NATCO exports to South American countries.

  • @MuthuKrishnan-fr4uv
    @MuthuKrishnan-fr4uv 3 дні тому

    Natco’s poor Agri business results have not been discussed

  • @mohammedthariq2632
    @mohammedthariq2632 3 дні тому

    Amaraja looks coming cheaper

  • @chidambaram.r1651
    @chidambaram.r1651 3 дні тому

    Sir intha video tamil podunga natco pharma

  • @Iniyan419
    @Iniyan419 2 дні тому

    Kindly speak tamil

  • @manibommayan1270
    @manibommayan1270 3 дні тому +1

    Say Tamil