True sh*t. He is having Same view for ITC.and INFY also. But for INFOSYS his assumptions chucked .
@VmlucyBDaGV2aQ
7 ай бұрын
He is a good story teller for sure.
@madhav6831
7 ай бұрын
@@VmlucyBDaGV2aQ 😂😂
@globetrotter9212
6 ай бұрын
😂😂
@kprasannateen5404
6 ай бұрын
Super but TATA Na oru TRUST and SAFETY Pathee sollirkalam sir...
@venkatraghavan1177
7 ай бұрын
Wonderful contrarian view sir!if you have time' kindly start this as a series ( maybe your past contrarian view on any company)so that knowledge is shared! Thank you boss
@rajaa9979
6 ай бұрын
Tata motars ரொம்ப விலை உயர்ந்து விட்டது. இனி வாங்கி இலாபம் பார்க்க முடியாது என்பது யதார்த்தம். சீச்சீ.... இந்த பழம் புளிக்கும் என்று சொல்லிட்டு போவோம்....
@rajaa9979
6 ай бұрын
Tata motars ரொம்ப விலை உயர்ந்து விட்டது. இனி வாங்கி இலாபம் பார்க்க முடியாது என்பது யதார்த்தம். சீச்சீ.... இந்த பழம் புளிக்கும் என்று சொல்லிட்டு போவோம்....
@RAHAKUMAR
6 ай бұрын
முருகா...1000:ஷேர் வாங்கி குவிச்சிர லாமா அப்டின்னு ninaithen😥அப்போ மாத்தி யோசிக்கணுமா... நாளைக்கு tata motor multi bagger ஆயிட்டால் இவரை கேட்ட வார்த்தையில் திட்டாம இருக்க அண்டவா நல்ல புத்தி kuduppa 🤣🤣😆🤣🤣200 STOP😆
@loveyouself5389
6 ай бұрын
தொய்வு, கிரிக்கெட் வைத்து விளக்குவது என கலைநயமாக முதலீட்டை முதலீட்டைகற்க விரும்புவர்களுக்கு அளிப்பதற்கு நன்றி.
@sankaranganesan2144
7 ай бұрын
ஒருவேளை நாளைக்கு செத்துட்டா என்ன பண்றது
@muthurajarsm2q01t9
7 ай бұрын
Sir June month tatamotors 550 something irukkum pothu over price nu sonninga but now above 1000 with in 7,8 months gave more than 80 percent
Shows how media brainwashed people in the name of Tata... When drawdown begins, none of Tatas family or its management will help minority shareholders..
@bkperumal123
6 ай бұрын
I fully agree with you as I bought a Nexon diesel and year ago and using it.i considered Nexon EV also .
@jayanthihitdselvaraj2354
6 ай бұрын
Only for negative person 10:17
@benedictjeromeignatius5350
7 ай бұрын
Sir, JLR has most of its presence in developed countries, so valuation will be cheaper than Indian market valuation. how to identify the JLR's value.
@Chessmansmilingopl
6 ай бұрын
Bro They are TATA 😂 why are crying
@dhayalansv377
Ай бұрын
தெளிவான விளக்கம் 🎉🎉🎉❤❤❤
@nagarajang3950
7 ай бұрын
Then what do you think about RIL and JioFinance demerger. It’s also the same way.
Fully agree with your views. In fact i thought there will be negative pricing today but the share price has reached all time high. Similar demerger has happened in Reliance into RIL and Jio financial. Nobody discussed financial engineering at that time. In fact more such demerger into Jio telecom and Reliance Retail is in the waiting. your comments please.
@chari572
7 ай бұрын
வணக்கம் ... 🙏 பிரித்து மேயப்பட்டு விட்டது ... நன்றி ...
@vivekgunasekaran5743
7 ай бұрын
Global brands Tesla and BYD companies are planning to come to India..BYD Companies cars are High selling in Europe markets.. in EV space..lets wait and watch 🎉
@vinothsundararaj7195
7 ай бұрын
Once again, nice contrarian view. All KZitem channels said positive about demerger.
@thoufeekahamed4268
7 ай бұрын
Valuation still good compare other auto company
@baskarbaski4056
7 ай бұрын
அருமையான விளக்கம் sir....loss making company I didn't purchase அது எவவளவு பெரிய group aha இருந்தாலும்...
@greentamil5717
7 ай бұрын
Super sir your point of view different but very good carryon Thank you for your support in share market
@vivekgunasekaran5743
7 ай бұрын
Chinese EV maker BYD is planning to get 90% market share of the EV market in India by this year-end. Launched BYD Seal (premium car) today.
@TryPep
7 ай бұрын
None of the Japanese automakers are not venturing into EV of course they are having hybrid vehicles. EV for cars to grow need better battery technology. US is downgrading EV space.
@peeterlynch
7 ай бұрын
I agree with the quality of CV and PV (JLR + Domestic), but most of the contrarians suggested for financial engineering on ITC (demerge hotels, buy back to pave way for BAT to exit) seems like a biased view.
@vigneshd2076
5 ай бұрын
தெளிவான பார்வை 😮 நன்றிகள் பல .. குறிப்பாக லாஜிக் தான் வேலை செய்யும் ❤
@MrThiyagu
7 ай бұрын
taking contrarian view just because others are positive on this demerger?
@pmsn23
7 ай бұрын
Sir, Thanks for the video, very insightful.. Talk about Bajaj Auto, their buy back and Rahul Bajaj's estimate on the company price at 12k? What is your view? Share your thoughts..
@Doodle1847
7 ай бұрын
Good explanation Tata motors demerger is item song only,, 😂 Chandra doing lot of gimmick to push up the stock prices of not only tata motors but other group cos like tata tele,,as well,, may be nowadays CEOs are under pressure to justify their hefty package,, those buying them now at hefty valuations as investment are being penalised, traders are making hay out of this drama, tata investment hitting upper circuit daily based on some speculations and not fundamentals,,
@elayarajabr
7 ай бұрын
Still I have the option to sell CV stock after de merger. I strongly believe that JLR and Tata motors PV business will grow in future apart from that I agree with all your points. Thanks for the video to think in a different way.
@DINESHN03
7 ай бұрын
Last quarter revenue mainly comes from JLR around 75% .
@Sarathkumar_Sundaram
7 ай бұрын
You said right Shyam Sir. Markwt first over react later only the original value affect the particular stock or company. I will wait untill corporate action complete. Untill i will accumulate money for aquiring TATA Motors.
@hariramv7764
7 ай бұрын
Why you assume we will keep both share after split..other options available. Most importantly 18PE stock is way better than any hyped fancy stock.
@febfirst52
7 ай бұрын
What about Reliance from the perspective of financial engg?
@karthicksrinivasan3792
7 ай бұрын
Excellent comparison! Kindly post videos about position sizing in Tamil.
vera level of view to look future sir.. Learning lot from u Daily ..Inspiring lot
@gjayar
7 ай бұрын
Thank you… now I have decided to sell this stock
@ananthu05
7 ай бұрын
3:58
@Greentamilan
7 ай бұрын
Instead of one presentation now tata needs to prepare two presentation. No use to investors...
@mageshsai
6 ай бұрын
What about current P/E valuation of the stock?
@Greentamilan
7 ай бұрын
Maruti hybrid will eat all ev's
@Christopherjazzz
7 ай бұрын
You mean there is no First mover advantage for Tata motors
@sabaria8026
7 ай бұрын
HDFC and hdfc bank merger is a good thing or not that is also finance engineering?
@mithileshvarjayachandran3806
7 ай бұрын
Thanks sir last video la na comment panni irundan pesa solli crt ah ippo video came
@srinivasansridharan
7 ай бұрын
3:58 3:59 3:59 3:59 3:59 😂😂😂😂
@DhineshTamilzan
6 ай бұрын
இதனால் தான் இந்த தளத்தில் நான் இருக்கேன்
@JagB2627
7 ай бұрын
Item number analogy arumai thalaivarey !
@antanevanious
7 ай бұрын
Pure gem always class apart 😊
@karthikg8818
7 ай бұрын
Omg!! What a mind blowing Analysis Thank you
@devasanthosh966
7 ай бұрын
Great analysis please do more vedio
@KarthiKeyan-ft8uw
7 ай бұрын
வணக்கம் நல்ல யோசனை நன்றி
@sivakumarmarappan7432
7 ай бұрын
Cristal clear sir
@maskerraj8531
7 ай бұрын
Clear, He says dont buy
@ssakgplife
7 ай бұрын
The same thought process which I'm having. TATA is not going to survive with their current product portfolio. Their expenditure is at high risk on JLR. Tata will again go backwards till 250 in next 3-4 years even though the merger will happen or not. Theri only key selling point is ' Safety Ratings '. This can be achieved easily by the giants like MS. Once MS achieved this, tata sales will be drastically down. Tata is not having a solid engine lineup.
@srikanthram1539
7 ай бұрын
Initially I thought when I heard the news suddenly ITC came to my mind once hotel demerger announced ITC has become weak now where it's trading everyone knows.. I expect for Tata motors this might be exit point for many institutions as this demerger won't sounds good for their growth
@Poorani-o6q
7 ай бұрын
They can merge with merger benefits like tata steel and tata metalic etc It will also good for us
@srikanthram1539
7 ай бұрын
@@Poorani-o6q in what way Tata steel and metalicks merger good? They are doing because of Tata sons pressure
@sureshsumitha9143
7 ай бұрын
You are correct sir 🙏
@Rajsa27999
6 ай бұрын
உண்மை தன்மையை கூறுவது மிக சிறப்பு சார் நீங்கள்
@renganathan.k7443
6 ай бұрын
Sir Welcome Good experience depth video Thank you
@anandavenkatesan4811
7 ай бұрын
Nice info sir🎉🎉🎉
@prashanthgs5882
6 ай бұрын
🙏🙏🙏🙏🙏🙏🙏🙏
@luckyboysys3772
7 ай бұрын
Logical thinking first emotions are next, rightly said Shyam Bro. ❤❤❤🎉🎉🎉
@vinothsundararaj7195
7 ай бұрын
Superb review. I thought the same like you sir. No change in fundamentals.
@MarketTimes369
6 ай бұрын
🙌👍
@jag2741
7 ай бұрын
Excellent explanation Sir. Kudos to your logical thinking
@senthamarai_kannan.
7 ай бұрын
Good view.
@Seenivasan1992
7 ай бұрын
❤
@srivijay80
7 ай бұрын
Awesome analysis and presentation. Kudos
@dkkalai223
7 ай бұрын
Thank you sir 👍👍👍
@MSMANI-de5sp
6 ай бұрын
Porruttar boomi aalvar porruttu irundu parpom thk u sir
@raveendhranathp5758
6 ай бұрын
Superb!
@prajan5971
7 ай бұрын
Thank you
@ArunKumar-oi2qo
7 ай бұрын
Really nice sir 👌
@nafasm
7 ай бұрын
thanks shyam , very useful information
@gopinathsw
7 ай бұрын
Thanks for the valid info🎉
@trajramesh
7 ай бұрын
Intelligent explanation sir. Thanks
@kraja6112
7 ай бұрын
Sekar sir, Your analysing skill is in a different level on the higher side..and your contrarian view is justifiable ...and great one.. Also the way of presentation and the flow of words like a waterfalls,and in a crystal clear c Nice presentation sekar..Hatsoff..
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