I had bought SG Mart few months back at a price that is 17-18% higher than current levels. I will hold the stock for at least 3 quarters and will be watching how the mgmt performs and decide accordingly. If the steel prices remain stable or increase, they should do well. Only problem will be if the prices keep falling continuously or are very volatile. In an underdeveloped country like ours there's lots of steel required for development and prices cannot go down continuously. For me, it is a bet worth taking.
Hi Rajarshi. Wonderful content. The promoter holdings in SG mart has been decreased significantly in last 3 qtrs . Could you please tell us what is reason behind this.
Appreciate yr effort bro. 🙏 but steel prices vary alot due Chinese import - same as chemical, api etc. Maybe biggest consuming industry -real estate is surely slowing down. Very difficult to foresee prices or margin. & yes industry survival become difficult very frequently & possible in this sector😊
Hey what do you think of annapurna swadisht the company is growing at 50-60% and the ceo has told to reach 1000+crore revenue in 3-4 years the valuation is also good but the ceo has acquired a nbfc dhruv capital services that's a strange thing only what your thought on it
So Shankara Building Products will demerge its business into a slow growing one and a fast growing one. Doesn't that make SBP more attractive. If we get both businesses of SBP then we can just sell the slow growth one.
One question for SG Mart. When steel prices collapsed, didn't they buy steel more and then margins would then increase in this quarter. Because I read that they maintained their margin guidence for the year
What guarantee was there that if they bought steel at low prices, the prices wouldn't go down further this quarter? This is like buying a stock thinking that it has reached the bottom and it falls another 15-20% after that.
@les9876 Agree. But steel prices are not like stock prices to fall 20% + anytime. Management only said that this 15% fall is kind of a once in a decade event. Though I'm just asking, if this strategy is part of their business model or not since they've maintained their margin guidance. So having low margins in Q2 will affect their year guidance as well. So if they're guiding for 2-2.5% margins, they have to increase their margins in Q3 and q4. Someone should have asked that in concall
love you sir, hardworks pays off... love your analysis
Huge thanks for the constant flow of top-notch knowledge! #Grateful 🎉
Double effort ke liye thank you sir ji
I had bought SG Mart few months back at a price that is 17-18% higher than current levels. I will hold the stock for at least 3 quarters and will be watching how the mgmt performs and decide accordingly. If the steel prices remain stable or increase, they should do well. Only problem will be if the prices keep falling continuously or are very volatile. In an underdeveloped country like ours there's lots of steel required for development and prices cannot go down continuously. For me, it is a bet worth taking.
Hi Rajarshi. Wonderful content.
The promoter holdings in SG mart has been decreased significantly in last 3 qtrs . Could you please tell us what is reason behind this.
Really from heart loved your sincere hard wok .
If they achieve 20000 cr topline and maintenance 2.5% pat this will be great and the opportunity is very big.
Consistent….Quality…..genuine……informative…..Blissss
Appreciate the Hard-work Sir!
Appreciate your efforts 👏🏼
Voice quality is quite good without mic as well. If there is no background disturbance, you can continue without any setup 👍❤
Great work sir
Excellent video
Inventory kaise depreciate hoti hai?
Thanks sirji🎉❤
Problem ye hai k sg mart me jo last time protected Gross margin k baare me baat ki thi, esa dikha nahi hai last qtr mein. Main ti nikal gaya isi liye.
PAT increased Q2 VS Q2. You mentioned it went down!
It went down QOQ in Q2 not YOY
Appreciate yr effort bro. 🙏 but steel prices vary alot due Chinese import - same as chemical, api etc. Maybe biggest consuming industry -real estate is surely slowing down. Very difficult to foresee prices or margin. & yes industry survival become difficult very frequently & possible in this sector😊
Any insight on bajaj finchem after recent anayslist meet... Pl. share if possible
SG MÀRT me loss me hu to kya average down kre ya nahe abhe
Wo tumhara call hai
Brother ❤️
Can you please give a video on IRB is it good to hold for long time
Hey what do you think of annapurna swadisht the company is growing at 50-60% and the ceo has told to reach 1000+crore revenue in 3-4 years the valuation is also good but the ceo has acquired a nbfc dhruv capital services that's a strange thing only what your thought on it
Sir Pls make a video on JBM Auto and Olectra Greentech
Sir kya aap mujhe basic of stock market sikha sakte hai??
Bhai brightness over horahi hai
Video dekhne me prblm horahi hai
Bhai pls valuation pe bhi thoda apna views diya karo❤❤
Sir please cover Indiamart ur efforts fr us is commendable ❤
What about the demerger news of Shankara. Is it good for the investors
any website to track steel prices volatality.
When will your non financial workshop be available for non registered people?
Never. My products shall never be free.
🙏
🙌🏻👏🏻👏🏻
Jai shri krishna
@ SG MART profit to bahut hai lekin operational cash nahi nahi and cash equivalents bhi low hai . Debt kaise dega short time ka agar aisa raha to
1200 cr ka cash pada hai company pei
,👏👏👏👏🔥
👍🏼🙏🏼
So Shankara Building Products will demerge its business into a slow growing one and a fast growing one. Doesn't that make SBP more attractive. If we get both businesses of SBP then we can just sell the slow growth one.
Interarch building products
One question for SG Mart. When steel prices collapsed, didn't they buy steel more and then margins would then increase in this quarter. Because I read that they maintained their margin guidence for the year
What guarantee was there that if they bought steel at low prices, the prices wouldn't go down further this quarter? This is like buying a stock thinking that it has reached the bottom and it falls another 15-20% after that.
@les9876 Agree. But steel prices are not like stock prices to fall 20% + anytime. Management only said that this 15% fall is kind of a once in a decade event. Though I'm just asking, if this strategy is part of their business model or not since they've maintained their margin guidance. So having low margins in Q2 will affect their year guidance as well. So if they're guiding for 2-2.5% margins, they have to increase their margins in Q3 and q4. Someone should have asked that in concall
Bro give a summary of 1 minute at the end of your video
Itna karne ke baad bhi summary chahiye? Thoda khud ka dimaag lagalo 🙏
@@RAJARSHISHOME 😂😂😂 sedhi Baat no bakwas
Ur raw vedio is ok for us