00:00First of all, we will talk about the stock market in the stock market, who are very excited about this stock.
00:11And when I talk about this IPO, it has 78% of the return of the stock market.
00:22Now, if you talk about the stock market, it has 10% of the return of the stock market.
00:29What do you think? When will this rally go?
00:33I think you will see that CDSL has a big rally in 2-3 years.
00:39The major difference is that this is an institutional business, CDSL is a retail business.
00:46Valuation-wise, it was a discount from IPOs.
00:50Plus, there was a huge demand in the subscription, which all of the people have got.
00:54For me, there are many clients who have put 1 crore to 1 crore to 1 crore to 1 crore to 1 crore to 1 crore to 1 crore.
00:59So, they have been hunting this stock after listing.
01:02So, I think that a long-term investment, many people have accumulated it after listing.
01:07So, there is a stock where they want to participate in an institutional business.
01:10Because the financial services portfolio, there is a major proxy for Indian markets.
01:16If it is 1,000,000,000,000 or 30,000,000,000,000,000,000.
01:21So, I think CDSL and NSDL will be very active.
01:26So, these two stocks are very aggressive.
01:29Now, when will it go? I think it will be a top.
01:32So, if there are some short-term investors or conservative investors, they should have a profit booking.
01:37And if there are long-term investors, obviously, there is no issue.
01:39There will be little dips coming.
01:41And you can wait for the next one year from the current levels.
01:43Okay.
01:44So, this stock is the same.
01:45I think that it should be in your portfolio.
01:49But if you are an investor, you can book the profit as well.
01:54Because if you have a profit on paper, it's not a good thing.
01:57But yes, before taking some steps,
02:00we will have a financial advisor to consult.
02:02Because the good returns here,
02:03we have discussed these stocks that we discuss about it.
02:05It's because they are in any case of news.
02:08So, you don't have good returns.
02:10We will not give good returns.
02:12We will analyze the stocks in front of you.
02:14We will analyze the analysis.
02:16If you look at the results of your analysis,
02:17that's your part.
02:18But before taking a decision,
02:19before taking some investment,
02:20we will consult your financial advisor to our financial advisor.
02:24We will definitely do a share.
02:25P.G.E.L.
02:55P.G.E.L.
02:57P.G.E.L.
02:59P.G.E.L.
03:01P.G.E.L.
03:03P.G.E.L.
03:05P.G.E.L.
03:07P.G.E.L.
03:09P.G.E.L.
03:11P.G.E.L.
03:13P.G.E.L.
03:15I don't have any comments from the management of the same day.
03:20They also have some concerns in short term.
03:23The tariff war is going to be the same as their business model.
03:28So I think one reason is that it was a bad thing.
03:31It was a bad thing.
03:33Second, if you look at Volta's numbers too bad.
03:36So this is a bad thing.
03:40So if you look at the same price,
03:45the price is something that you will need to be able to buy.
03:49If you look at the same price,
03:52if you look at the same price,
03:55it will be 50% down.
03:58So if you look at the same price,
04:01the price is much less than the price you have.
04:04I think the price is much less than the price.
04:07and the second share you have also named voltas and the profit of the year-on-year-base
04:13and the revenue of this share has also shown the pressure on this share. What would you like to do this share?
04:21I think that the pressure will continue to remain.
04:24As I am telling you, I am telling you that it is very difficult for any company to sustain.
04:30If they work in three margins, the growth and prosperity are very limited.
04:35But I am looking at the technical level that if you want to invest in this range,
04:40if you want to invest in long-term long-term, then you can enter here.
04:44Okay, I am sure you are sharing, but if you are interested,
04:48then you can see new investors here at the same time.
04:52It is about 1200-1230 level where you can enter.
04:56Then again, we don't have the investment.
04:59You are financial advisor.
05:01Because it is now the growth of the year-on-year-base and the demand has been reduced.
05:06That is why the company has either PGE or Electroplast or Voltas.
05:11Both have said that the demand has been reduced.
05:13What is the next quarter of the year-on-year-base for the year-on-year-base?
05:16What would you like to think about that?
05:18What would you like to think about that?
05:20So, overall, better than expected.
05:21If you are looking at the EBITDA margin, if you are looking at the EBITDA margin,
05:25if you are looking at the EBITDA margin,
05:27if you are looking at the EBITDA margin in Q2,
05:28then I think it will become the bottom of the year-on-year-base.
05:30And at least with a short-term trader, you can earn 5% of the year-on-year-base.
05:33So, overall, I am positive on the EBITDA earnings.
05:35H2 will be very much aggressive for this kind of business,
05:38because festivals start happening in H2.
05:40In Ganpati, it will be almost a month-end.
05:42Then, slowly slowly, Diwali will be coming in November and October.
05:46So, I think the whole festival season is huge in H2.
05:49And in Diwali season, there are great volumes and great growth in this kind of electronic companies.
05:54Okay, the electronic company is the demand.
05:56The demand is now in this quarter,
05:58but in the coming time, when the festival will be coming,
06:01there will be a demand.
06:03So, let's see.
06:04Let's see.
06:05Let's see.
