Q1FY25: Macfos Ltd and Garware Hi Tech Films Ltd

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  • Опубліковано 11 лис 2024

КОМЕНТАРІ • 28

  • @afjalurrahman2157
    @afjalurrahman2157 Місяць тому +2

    The dog must be hungry😢

  • @sahajjamoal2974
    @sahajjamoal2974 29 днів тому

    What is your rough estimate of the TAM of garware hitech

  • @ajayforever
    @ajayforever Місяць тому

    👍👌

  • @SivaPrakash-bq6wf
    @SivaPrakash-bq6wf Місяць тому

    Hi, good.

  • @pankajinf
    @pankajinf Місяць тому +1

    Operating leverage will result into increase in margin and not other way round

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому

      Explain me how co gets OL in the first place?

  • @apoorvwanikar5843
    @apoorvwanikar5843 Місяць тому +1

    Please please cover semiconductor quantity stocks to invest in

  • @mrd1313
    @mrd1313 Місяць тому

    Plz do analysis of Unique organics and Yash optics

  • @shaurabhmittal3165
    @shaurabhmittal3165 Місяць тому

    Hi Prerana.. I hope you are doing
    Your videos are always so useful and informative.. Long back you made one video on cellecor.. After that there are a lot of developments in the company and company share has shown a good run..Waiting for your new video on this...

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому +1

      Yes, now they have a plan of achieving 500 Cr. I will do this after H1 results :)

    • @shaurabhmittal3165
      @shaurabhmittal3165 Місяць тому

      @@PreranaNAmanna they have already achieved 500 cr in FY 24..are you talking 500 cr in H1

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому +1

      Sorry, my bad. They achieved 500 Cr in FY24 which was the guidance given. Now they have guided for 1000 Cr. Only thing they haven’t mentioned what is the time frame to achieve this.
      Other than that, if you look at the latest update everything seems good. They launched new products (refrigerator)

    • @shaurabhmittal3165
      @shaurabhmittal3165 Місяць тому

      @@PreranaNAmanna In H1 they have already crossed 400 cr... Not only refrigerator but gyser AC and many more.. Do you have any other story like this, please share on your you tube channel

  • @bhanuvohra4681
    @bhanuvohra4681 Місяць тому

    Can you please explain how u were evaluating operating leverage just by seeing pat margin? It’ll be a great learningfor me

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому

      Explained it in the video. Please rewatch it

    • @bhanuvohra4681
      @bhanuvohra4681 Місяць тому

      I saw it again and i am sorry if its such a basic concept to understand. Do you mean if the PAT margin stays at 11% even with increasing revenue then that means there is no operating efficiency as a result even with increasing sales nothing is getting translated at bottom line. Only if PAT is greater than 11% then only it signifies that the company has achieved operating efficiency

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому

      @@bhanuvohra4681 No need to be sorry. No question is big or small. Drop me a message on X, I will send a VM. It will be hard to make sense of things over text.

  • @darcsoul5087
    @darcsoul5087 Місяць тому

    How can we contact you for your suggestions on stock picks???

  • @somorendrooinam6526
    @somorendrooinam6526 Місяць тому

    Pliz analyse Baazar style retail

  • @gaurishsrivastava3493
    @gaurishsrivastava3493 Місяць тому

    @PNA could you please help how you scan companies and what you do to identify companies in the initial phase ?
    What i am interested in how you found v2 retail / shakti pumps / yatharth so early ?
    Please reply or make a video about it

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому

      Earnings growth. A company should have good earnings growth to catch my attention.

    • @gaurishsrivastava3493
      @gaurishsrivastava3493 Місяць тому

      @@PreranaNAmanna so every quarter you go through the results of the companies and whenever you see huge earning growth you jump on the analysis part to see what's going on right ....hmm that make sense

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому +1

      @@gaurishsrivastava3493 yes, I track more than 200 companies every quarter.

  • @swapnachavan326
    @swapnachavan326 Місяць тому +1

    Madam it's गरवारे not गारवेअर.....it's surname

    • @PreranaNAmanna
      @PreranaNAmanna  Місяць тому

      Tomato/ tomato 😂 point samaj mei aa gaya toh bad wahi kaafi hai 🙌

  • @alakbera2604
    @alakbera2604 Місяць тому +1

    Hindi ma video bolia