ITC Hotel demerger - Worth investing? What is the right price to buy ITC hotel share?

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  • Опубліковано 4 січ 2025

КОМЕНТАРІ • 205

  • @SahilBhadviya
    @SahilBhadviya  2 дні тому +3

    -Link to explore my exclusive weekly video series: www.sahilbhadviya.in/ (Additional 15% off. Code: NY15 *Very few slots left)
    -Indian Hotel Sector: ua-cam.com/video/g2INLjK7C4I/v-deo.html

    • @None-cf5yp
      @None-cf5yp 2 дні тому +1

      Hi Sahil, could you advise on Tata Elxi

  • @mustafa6543
    @mustafa6543 2 дні тому +20

    Key learnings:
    1- EV/EBITDA is better matrix of valuation for the high debt companies.
    2- Demerger of any company from the company which is part of N50 or the other indices may lead to fall in the price of share because of selling pressure from the ETF's & Index funds because the demerged company is no longer the part of index!

  • @DeepakGowda777
    @DeepakGowda777 День тому +5

    You did not mention that BAT will sell ~15% (entire stake), once the demerged entity is listed. This will add further selling pressure.

  • @joshuasenthil1983
    @joshuasenthil1983 2 дні тому +8

    Love your analysis, presentation. You are highly educated and I never miss a single video from you. You are a blessing to all of us who are new to the stock market. You explain so well and your approach is very clean and transparent.

  • @khadeerpasha7090
    @khadeerpasha7090 2 дні тому +9

    Shail bor i like itc hotels business but the ratio is very bad

  • @ImWilanish
    @ImWilanish 2 дні тому +43

    Holding ITC for last 5 yrs

    • @harishhardikar4143
      @harishhardikar4143 2 дні тому +1

      Quantity??

    • @ImWilanish
      @ImWilanish 2 дні тому

      @harishhardikar4143 : Intent was that the dividends should cover my term insurance for me and Family. Around 15k annually at that time.

    • @ImWilanish
      @ImWilanish 2 дні тому

      @@harishhardikar4143 Goal was ITC divided to pay for my annual term insurance premium. 15k in 2020

    • @Jyyo
      @Jyyo 2 дні тому +25

      4500 @187

    • @Sigma-Male1986
      @Sigma-Male1986 2 дні тому

      ​@@Jyyowow

  • @BellaGurl-sg1ti
    @BellaGurl-sg1ti День тому +11

    *I'm glad you made this video* it reminds me of my transformation from a nobody to good home, $34k monthly and a good daughter full of love

    • @Jordabher
      @Jordabher День тому

      I can still remember the exact feeling on my biggest payday in the market. Imagine taking home $407k just from 12k initial deposit. For the newbies I'll encourage anyone to embrace copytrade as the best approach especially when you're a newbie

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      @GoodnessGrace-e6z День тому

      Huge! been trying to trade on my own for a while now but it isn't going well. Few weeks ago I lost about $10,000 in a particular trade. Can you at least advise me on what to do?

    • @GratfyMoore
      @GratfyMoore День тому

      🙏*12k to 407k is significant increase. My first copytrade wasn't profitable. Please share who you copytrade *

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      @LionelBerrymore День тому

      I'm highly inspired. Please spill some sugar about the bi-weekly stuff you mentioned

    • @BellaGurl-sg1ti
      @BellaGurl-sg1ti День тому

      I only copytrade one manager

  • @sanjaynatekar8186
    @sanjaynatekar8186 2 дні тому +6

    2 dangers for ITC Hotels ....1) Sell off due to index exclusion 2) BAT will sell its entire 15% stake in ITC HOTELS ...32 crore equity shares

    • @dhruvkadam99
      @dhruvkadam99 День тому

      BAT won't sell easily....and even if they do...we get a chance to buy ITC hotels at a great price

    • @DeepakGowda777
      @DeepakGowda777 День тому

      It will hit LC for 1 week. This would be a great opportunity to buy.

  • @sruthyakhil1734
    @sruthyakhil1734 15 годин тому

    What about your Globus spirits, Tanla platforms, Traxn, Prince pipes, Gujrat Fluro, Fine organics, Happiest minds, Equitas bank etc....

  • @Bharathkumar-fx3vr
    @Bharathkumar-fx3vr День тому

    Buying stocks in your portfolio which stock you suggest now to buy

  • @rojarani3593
    @rojarani3593 День тому

    Excellent information Sahil..thank you.

  • @imbharathi
    @imbharathi День тому

    Will the price of itc also get adjusted to itc hotels price. Like the bonus scenario??

  • @AnindyaPaul-fo6zp
    @AnindyaPaul-fo6zp 2 дні тому +1

    Itc hotel bear case value 150 and bull case value 225. Listing will be in the range 165-170.

  • @sanjaynatekar8186
    @sanjaynatekar8186 2 дні тому +11

    Best strategy is to wait for a month or two after hotel listing. Let the dust settle down and buy in the range of 100 to 125

  • @gajananr
    @gajananr 2 дні тому +3

    What will be ITC value post demerger. Did not get answer for this important question. This value is important to decide whether ITC should be bought for ITC hotels shares immediately.

    • @jrcsrc007
      @jrcsrc007 День тому

      6th Jan is record date.

    • @saratchandra4109
      @saratchandra4109 День тому +1

      Post demerger, ITC stock would be around Rs. 460 approx and ITC Hotels would be around Rs.160 . Price of ITC Hotels stock may vary , again on the listing day , which is in Feb 2025 . January 6 is not the date of listing for ITC.

    • @jrcsrc007
      @jrcsrc007 День тому

      @@saratchandra4109 yes it’s record date not demerger date

  • @ajaysriram2351
    @ajaysriram2351 2 дні тому

    Which one your are agreerisive itc hotel or samhi hotel?.

  • @g.srinivasg.srinivas7486
    @g.srinivasg.srinivas7486 День тому

    What will be the ITC share price after demerger ?

  • @sudeephota
    @sudeephota День тому

    Excellent analysis, thank you.. Very practical

  • @shefalidas4439
    @shefalidas4439 2 дні тому +3

    Hi Sahil sir... U r a great teacher

  • @imarobot6240
    @imarobot6240 14 годин тому

    rategain analysis plz

  • @None-cf5yp
    @None-cf5yp 2 дні тому

    Hi. Could you advise on Tata Elxi 😊

  • @oldhitsgroup8833
    @oldhitsgroup8833 22 години тому

    Super information sir

  • @vishwadhiri
    @vishwadhiri 2 дні тому

    Good analysis. Keep up the good work

  • @Blues-Blue
    @Blues-Blue 2 дні тому

    Great analysis 😊

  • @devendersingh4303
    @devendersingh4303 2 дні тому +6

    Itc hotel should list above 200

  • @Veeraswamy123
    @Veeraswamy123 День тому

    How much open itc share on monday?

  • @Gowthamle
    @Gowthamle 2 дні тому +5

    I have 6 ITC shares, how the demerger would be in my case. Is the share price adjusted accordingly. If I don't have 10 share, is that a loss for me??

    • @mj1_5676
      @mj1_5676 2 дні тому +3

      You can buy 4 shares so that you've 10 in total. And will get 1 share of ITC Hotel. Otherwise no share allotment for less than 10 shares.

    • @Vidyasagarbb
      @Vidyasagarbb 2 дні тому +2

      Unless you buy 4 more shares, you will get money equivalent than hotel shares😊

    • @muthusamythangam6506
      @muthusamythangam6506 2 дні тому +1

      Buy 4 or some money will be credited as compensation

  • @samadhanjadhav9232
    @samadhanjadhav9232 2 дні тому +11

    But I only hold 2 shares, what will happen to me 😢

    • @mj1_5676
      @mj1_5676 2 дні тому +6

      No allotment of ITC Hotel shares. Only if you hold 10 shares or in multiples of 10.

    • @samadhanjadhav9232
      @samadhanjadhav9232 2 дні тому

      @@mj1_5676 itc hotel ke share ke price ka 20% to milna chahiye na muze. Kya oh milega?

    • @Shashank_Rajshekhar
      @Shashank_Rajshekhar 2 дні тому +5

      You will get amount credited to your bank account

    • @vincen3924
      @vincen3924 2 дні тому

      You will cry soon !!

    • @rajraja4383
      @rajraja4383 2 дні тому

      You will get money equal to 20% of one ITC hotel share value in your linked bank account.

  • @hemendrananavatyheisgrands1353

    Good information Dear Sahil. I bought 970 shares in last March at avg price of 425. Only with this demerger in mind. Immediate aftermath of listing of hotel share I plan to buy some more as you rightly suggested

  • @Infinite_Traveler_HD
    @Infinite_Traveler_HD День тому +1

    What if someone have 99 ITC shares????

  • @CheersKGK
    @CheersKGK 2 дні тому +2

    How have you calculated Market cap without the EBITDA? You've conveniently said you don't have the net profit and not mentioned EBITDA anywhere in the presentation. Market cap is product of EV and EBITDA. If base case EV is 25. How did you get 30k cr market cap???

    • @somanathantv
      @somanathantv 2 дні тому

      Market cap is the product of number of share and share price. Total share we know. Market cap can be calculated by the expected price of itc hotel value.

  • @avatardamerla597
    @avatardamerla597 2 дні тому

    What about the ITC share price after demerger, not discussed.

  • @pnadatia1
    @pnadatia1 2 дні тому +1

    What will happen to ITC. Would it collapse.

    • @ahujajee
      @ahujajee 2 дні тому

      itc share value will get reduced between 16-24rs which will in turn give us value of itc hotel listing price

  • @sushantbhabal1993
    @sushantbhabal1993 День тому

    What if you are holding 9 shares of ITC 😢

  • @dr.sujannaik8774
    @dr.sujannaik8774 2 дні тому

    Buying opportunity gone? Even T+1?

  • @srikantamurthymr8078
    @srikantamurthymr8078 2 дні тому

    Good analysis!

  • @sharadpai9601
    @sharadpai9601 2 дні тому

    Very well presented

  • @BSSBLR
    @BSSBLR День тому

    Thanks❤

  • @NILESHSHAH-zr7ls
    @NILESHSHAH-zr7ls День тому

    Absolutely best to invest at any rate between 115 to 130

  • @karuturiratnaji8663
    @karuturiratnaji8663 2 дні тому

    very clear analysis

  • @ceo.of.curiosity
    @ceo.of.curiosity День тому +2

    Australian Premium Solar (India) Ltd next multibagger company

  • @pavankalyanappareddy
    @pavankalyanappareddy 2 дні тому

    Which has strong bullish growth potential in Future
    ITC /ITC HOTELS
    Which is best ??

    • @Prashar_Vibhaya
      @Prashar_Vibhaya День тому

      As per my analysis ITC Limited offers steady growth with diversified operations and has strong bullish growth potential in future.

  • @dhruvgarg7104
    @dhruvgarg7104 2 дні тому

    Pretty informative

  • @steee8320
    @steee8320 2 дні тому

    ITc and itc hotels..it takes time to grow.. you may get better FD return th n ItC

  • @ganeshreddy9073
    @ganeshreddy9073 2 дні тому

    Sir I have 27 share what will happens for 7 balance share may I get cash in my demat account or not....

  • @FiorenzeEffie
    @FiorenzeEffie День тому

    Thanks for the analysis! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @s.kagarwal4979
    @s.kagarwal4979 День тому

    Good buy @

  • @BNM057
    @BNM057 2 дні тому

    ITC is a great stock to have in one's portfolio

  • @MrAnup18
    @MrAnup18 День тому

    Bhaiya 200-230 tak jayega

  • @abhishekrathi6124
    @abhishekrathi6124 2 дні тому +1

    Rbl bank.. your pick

  • @tarundubey6216
    @tarundubey6216 День тому

    Last date 1st tha for benefit ...aapne bahut hibjaldi Bama diya .....

  • @jaik9321
    @jaik9321 2 дні тому

    Will ITC price reduce after demerger of hotels

    • @harmeets431
      @harmeets431 2 дні тому

      yes on ex date itc price will be adjusted similar to how its done for dividends

    • @sanjaynatekar8186
      @sanjaynatekar8186 2 дні тому

      Yes by roughly 20 to 23

  • @tarundubey6216
    @tarundubey6216 День тому

    Bahut jaldi video bana diye

  • @dipakjoshi5525
    @dipakjoshi5525 День тому

    Excellent

  • @tejasvaishnav4296
    @tejasvaishnav4296 2 дні тому +1

    What will be the last date to buy itc to become eligible for itc hotels.
    I meam last date to buy not a record date.

  • @RajeshYadav-vd6sw
    @RajeshYadav-vd6sw 2 дні тому +1

    I don't see some 1 who sell low idea content to me then premium.... Happy unlike and unsubscribe .... Have a great future 🙏

    • @Sigma-Male1986
      @Sigma-Male1986 2 дні тому

      What's this supposed to mean??. 😮

    • @capricornus993
      @capricornus993 2 дні тому +2

      @@Sigma-Male1986 That our education system failed him..

  • @SlapI-j9o
    @SlapI-j9o 9 годин тому

    If I had $360k, I would allocate $100k to tech stocks and $260k to dividend stocks with a proven track record-focusing on capital appreciation and year-over-year dividend growth.

    • @FerdLerd
      @FerdLerd 9 годин тому

      In my opinion, adding JEPI and JEPQ is a smart move. When it comes to higher-risk investments, the key is balancing risk tolerance with long-term goals.

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      @Toni__Michelle 9 годин тому

      The market isn’t necessarily a rollercoaster if you understand how to navigate it. There are numerous opportunities right now to generate good profits. If you’re not deeply familiar with the market, consider buying and holding strong companies with solid earnings, or consulting advisors for insights on ETFs and actively managed funds. That’s the strategy my spouse and I follow, and we've seen over 30% capital growth, not counting dividends.

    • @FrankJaaay
      @FrankJaaay 9 годин тому

      I wholeheartedly agree. As I approach my mid-40s and retirement looms closer, I have accumulated over $2 million in non-retirement assets. I am free of debt and have allocated a relatively small portion to my retirement accounts compared to my overall portfolio in the past three years. The importance of a seasoned financial advisor cannot be overstated-just remember to conduct thorough research to find a dependable fiduciary.

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      @Toni__Michelle 9 годин тому

      How can I find a trusted financial planner like yours?

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      @FrankJaaay 9 годин тому

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  • @Sahgalravii
    @Sahgalravii 2 дні тому

    100 @ 225 buy 4th Nov 2021

  • @Bikash2802
    @Bikash2802 2 дні тому +4

    My largest holding is ITC since last 3 years

  • @Vidyasagarbb
    @Vidyasagarbb 2 дні тому +18

    Disappointed that this Did not answer the question if it’s worth buying ITC shares for Demerger benefit.
    At least for VEDANTA, make such video if it’s worth buying shares now for demerger gains

    • @ProfessorJack_IIM
      @ProfessorJack_IIM 2 дні тому +4

      Do your own research and decide; Sahil can't make a buy-call for viewers. If something goes wrong, people like you would slam him, saying that you recommended the stock.

    • @vikasnarang83
      @vikasnarang83 2 дні тому +2

      Then why this thumbnail​@@ProfessorJack_IIM

    • @ProfessorJack_IIM
      @ProfessorJack_IIM День тому +1

      @@vikasnarang83 What is wrong wiht the thumbnail? He is asking a question - worth investing? The title is not "You can invest in ITC"

  • @TECHMADDIES
    @TECHMADDIES 2 дні тому

    I hold only 15 share.. May i buy 100 stocks for demerger

    • @Hhh93556
      @Hhh93556 2 дні тому

      Buy 5 more. For 10 you will get 1

  • @ShonaKavser
    @ShonaKavser 2 дні тому +2

    My greatest happiness🤗 is the over 50,000rs 24 hours profit I get consistently from my 2 lahks investment despite the economic fluctuation.

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      @Ritika-r7l5z 2 дні тому

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  • @prasadkandagadla268
    @prasadkandagadla268 День тому

    Nice

  • @samueljoseph2821
    @samueljoseph2821 2 дні тому

    Thanks for the outstanding analysis..as always 👌🙏

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    @arunsood9554 2 дні тому

    🎉🎉

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    @sunilperumbavoor358 2 дні тому

    🙏

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    @panwardeepak79 2 дні тому

    🤔👌

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    @ddd007ddd00 2 дні тому +1

    I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated!!!

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      @JoseLopez-lf9rw 2 дні тому

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      @jamiejohnson-d9i 2 дні тому

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      @JoseLopez-lf9rw 2 дні тому

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      @ddd007ddd00 2 дні тому

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    @DavidBryan-h4j 2 дні тому +11

    I always look up your videos for update! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve.
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      @EdwardScottkk 2 дні тому

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      @EdwardScottkk 2 дні тому

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      @SavageSon-g1p 2 дні тому

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      @SavageSon-g1p 2 дні тому

      Please is there any link or information about her, how can I reach her?

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      @RichardD.Clarke-h6w 2 дні тому

      SHE'S MOSTLY ON TELEGRAMS USING THE
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    @Davidsaint-n9x 2 дні тому +6

    I will be forever thankful 🙏 to miss( Asa) for his amazing performance and dedication, she is just too good in trading, she has proven to me her skills in trading
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      @appy-q8y 2 дні тому

      This must be trading with coach (Asa)

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      @appy-q8y 2 дні тому

      She’s a licensed broker in the state

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      @BriannaCharles-q6s 2 дні тому

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      Many people recommended her highly about her, I’m just starting with her from India living in Australia 🇦🇺

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      @deependrasigh 2 дні тому

      Trader (ASA) strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started

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      @deependrasigh 2 дні тому

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    @PrakshayThakkar 2 дні тому

    🍓

  • @ajjukefinancefunde7118
    @ajjukefinancefunde7118 День тому

    Hindi