Budget 2024 | Semiconductor Stocks | PLI Schemes | CA Rachana Ranade

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I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

Amber makes room ACs for eight of the top ten AC companies, and its clients include Voltas, Panasonic, Blue Star, Daikin, and Hitachi. It has a 55 per cent share of the contract AC manufacturing and 19 per cent of the total room AC markets. It has 11 manufacturing facilities across India.

The main concern is PE ratios: Dixon....203.39 Kaynes..137.23 Amber enterprises...116.08

Almost everything you cover is always after a huge ralley when the stocks are really expensive

Excellent coverage, mam. Quite informative. And 20 minutes brief really I like it rather than one hour...

We've basically stuffed 12 years of inflation into the past four years. Who's to say this sort of large spike won't happen at least a few more times over the next 40 or 50 plus years? Since this is the biggest financial challenge according to adults, what can you do to make sure inflation doesn't completely destroy your retirement savings?

Kaynes Key customers are OLA, Siemens. Coming years Honeywell should become their major account. However please understand in this segment their value add is negligible and limited to only EMS activity. They are engaging in ODM model for few products where there will be better margin. Also they have acquired the India Operations of Slovenia based company called Iskraemeco. They will use this facility to manufacture 1 PH Smart Meters for GOI under the Smart Grid Program. While PCB is ok but OSAT is still far off

Selling innocent Retailers Courses has been the prime motive of this Channel. Not one single you have shown people what stocks you bought.

Recommendation kewal annual subscription m hi dete h

We’re in wave 5, correction night come after budget and next couple of months. Should enter after correction. Same with Amber and pg electroplast.

Is there an Indian Technology only ETF available in NYSE to invest? I know there are Indian S&P500 equivalent ETFs in NYSE but I am looking for technology specific Indian Index funds in NYSE! Thanks!

Me finding all stocks name in comments😢

Interlocking wo hai maam jiske fail hone pr recent train accident hua tha..😔 one of the most important part in railways, installed on tracks helps to change lanes for the train

Excellent analysis

along with stock market, you also taught semiconductors in detail today.

Thank you 👍

Thanks a lot for the effort and sharing the details of this company. Very Useful and Helpful.

Excellent as always.

PCB explanation with Calculator example...it's 110% effort I would say as an electronics enigineer.