Budget 2024 | Semiconductor Stocks | PLI Schemes

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

Рет қаралды 185,723

Күн бұрын

Dive into the red-hot semiconductor market! This video explores the explosive growth of chip companies and the trends shaping their future.
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What is covered?
00:00 - Introduction
03:51 - Why India wants to become Global Hub of EMS?
04:54 - Problems with this sector
06:01 - Macro view of this Industry
07:10 - Company and its business
09:27 - OSAT Manufacturing Process
14:50 - Company's JV update
16:04 - Company's business plan
18:20 - Company's Financials
20:50 - Technical Analysis
#CARachanaRanade #ShareMarket #Budget2024

Пікірлер: 203

@CARachanaRanade 17 күн бұрын

✔️ To Join Our Pro Investor Membership: link.rachanaranade.com/ProInvestor ✔️ Invest in Knowledge: link.rachanaranade.com/CourseStore For any queries drop a WhatsApp message on +919022196678

@shivampandey7748 17 күн бұрын

Ma'am it's a true 30% tds on f&o or rumour

@mertie-l2f 16 күн бұрын

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

@Daneilchirs 16 күн бұрын

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

@myrle-v4g 16 күн бұрын

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

@thuylamson-z7t 16 күн бұрын

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

@myrle-v4g 16 күн бұрын

Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@thuylamson-z7t 16 күн бұрын

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

@sarojpandaekamrabhubaneswa2114 17 күн бұрын

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.

@ashishbarua2009 16 күн бұрын

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

@nilaypatel1971 16 күн бұрын

*Rachan Always Show Off like ,, "We Marathi are Best in Stock market & Business,,, Hahaha,,, Tell me 2 Names of Marathi in Top 15 Business men*

@vanshgada5663 16 күн бұрын

@@nilaypatel1971 True brother😂

@ronitraj8674 16 күн бұрын

When the bull market ends. The real value of these companies will show, valuation is no consideration in these videos

@NikhilJSonawane 15 күн бұрын

@@nilaypatel1971for ur information 1) *D. P. Dandekar* Camlin was established in 1931 by D. P. Dandekar and his brother G. P. Dandek 2)*Laxmanrao Kirloskar* - He build the First Industrial Township in India, founder of Kirloskar Group. Vikram Pandit - CEO Citi Group USA, previously Founded Old Lane Partners. 3)*Vivek Ranadive* - Founder & Chairman TIBCO Inc, USA (Silicon Valley) 4)*Dinesh Keskar* - Chairman Boeing India. You told give me 2 names ,I give 4. It only takes me 2 mins to Google it and check. First learn to use Google properly and then comment. There are thousands of successful marathis ,u only need to find them on Google. Jai Hind,Jai Maharashtra❤❤ Jai Shri Chatrapati Shivaji Maharaj❤❤ ~From A Proud Marathi

@Rajjain_ 15 күн бұрын

Pgel 75

@Ashish-nd3xj 17 күн бұрын

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

@kulwinderpalsingh1781 16 күн бұрын

😂😂😂😂😂

@iammilan1963 15 күн бұрын

😂😂

@PRINCEKUMAR-nv4ry 14 күн бұрын

Everyone does the same thing.

@abhi_anand7061 5 күн бұрын

She show wrong data , check in sceener roc is only 10% but she show 22.8 % , And roce is only 14.6% but she show 22%. She is doing fraud.. what shamefull scammer she is 😡. Do check own , otherwuse you lose money. She is this totally monster 🤮🤢.

@manojkumarpv5575 16 күн бұрын

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

@palebiss1646 16 күн бұрын

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?

@OscarOwenn 16 күн бұрын

I'm sitting at $189,100 and up around 16.86% in the past year and this portfolio is heavily focused on high yield ETFs

@collins.l454 16 күн бұрын

Do what you want... It's your money.. It's your investments.. you know your situation better than others

@OscarOwenn 16 күн бұрын

if you are not getting regular raises at work to keep pace with some inflation, then it's time to make a change Sitting on the sidelines expecting someone to just hand you more money is a terrible way to increase your income. If you don't care about taking the initiative to improve your financial situation with a financial advisor people like *Leah* *Foster* *Alderman* you are missing out then you cannot expect someone else to care for you.

@CoreyLloydo 16 күн бұрын

the re-iteration of having patience to wait for the trend to be up and 2. waiting for a break through point

@palebiss1646 16 күн бұрын

it's probably not enough of a move up yet but i checked on the person you recommend great reveiw on her

@TrendFollowingwithManoj 13 күн бұрын

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

@abhi_anand7061 5 күн бұрын

@anuchugh31 17 күн бұрын

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.

@veereshchanagond1307 9 күн бұрын

How do you count wave number exactly

@anuchugh31 9 күн бұрын

@@veereshchanagond1307 you’ll need to learn Elliot waves. However can invest in 2-3 instalments like now and next breakout. Markets have been rising higher on daily basis. There’s tiredness in charts and fall will come. No one can exactly time but better to invest in instalment. Also track the results to know if the projections are on track or not

@ayanghosh1453 16 күн бұрын

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

@beawartaxation5250 17 күн бұрын

Recommendation kewal annual subscription m hi dete h

@creativenc6269 16 күн бұрын

Me finding all stocks name in comments😢

@shekarkup 17 күн бұрын

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

@CARachanaRanade 16 күн бұрын

Glad it was helpful!

@prijeshphilips7342 9 күн бұрын

@@CARachanaRanadebought earlier and waited for a higher position to sell off🤣

@abhi_anand7061 5 күн бұрын

@brizeshhh 17 күн бұрын

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

@abhi_anand7061 5 күн бұрын

Rvnl

@vijaysingh879 17 күн бұрын

Thank you 👍

@itsmebuddy4580 17 күн бұрын

Excellent as always.

@CARachanaRanade 16 күн бұрын

Thank you!

@fernandisjude2870 15 күн бұрын

Kaynes Semicon is started building their office near to FOXCON office in hyderabad near my open plot. I recently went there and checked work is going so fast by 2026 they might start their production.

@nagasundaramthillai7970 9 күн бұрын

Hi bro, is this plant for chip fabrication ??

@avinashyashwant2887 17 күн бұрын

CG POWER

@keeplearning5590 13 күн бұрын

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!

@pawangowda5699 17 күн бұрын

The Roce and Roe shown in vedio is not reflecting in screener. How to be sure while doing analysis

@abhi_anand7061 5 күн бұрын

@jitendraraut2238 16 күн бұрын

Excellent analysis

@Sparsh421 17 күн бұрын

What about the PSU sector in electronics Like Bharat electronics

@saratchandra4109 16 күн бұрын

It is completely in to Defence.

@mem1001953 15 күн бұрын

They assemble and finish.. Not in mfg sc.

@nayanadwaith1010 17 күн бұрын

Ma'am, you're just amazing Thank you very much for this video. I gotta learnt so much from this ❤

@CARachanaRanade 16 күн бұрын

Glad it was helpful!

@siddheshnagwekar8371 17 күн бұрын

U should check out CG power as well, they have already done JV with a company for semiconductor. Work on ground already started.

@rogerfede 17 күн бұрын

Yes

@mem1001953 15 күн бұрын

It will take 4 years. Only in the final testing segment..not into mfg.

@ShashidharYaranal 9 күн бұрын

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

@srinivasgujjari4543 16 күн бұрын

Thank you

@NatureWildernessBeyond 17 күн бұрын

Rachana Ji, I appreciate you investing your time and effort in sharing your wisdom in semicon space. I would only request if you could suggest a company as nascent stage which buyers like us can dare to buy. I can't even buy 1000 shares of Kaynes at CMP. Thank you

@abhi_anand7061 5 күн бұрын

@electronicsgeekbiradar 17 күн бұрын

All are at high , big players buy and spread positve news through various ways . I agree they are good companies but they are overpriced

@DineshGawde09 17 күн бұрын

Diamonds never come with cheap value... I bought Dixon at ₹ 3500 that time it looked such a expensive stocks.. but it tripple from that price... If stock is good then current price dose not matter buy it whenever get dip...

@expmk3434 16 күн бұрын

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

@prasannavenkateswaramoorth6376 15 күн бұрын

Small cap like Moschip is good when market rate comes down for considering

@sekhar6753 17 күн бұрын

Akka, all the 3 stocks are over valued right ? if we are investing means taking Risk ?

@poojapareek02 17 күн бұрын

Akka kaho ya Amma , she won't reply until you buy membership 😂

@SGT7799 17 күн бұрын

@@poojapareek02😂😂😂😂 right

@vijays6048 17 күн бұрын

@@poojapareek02😂😂

@magihoney2 16 күн бұрын

@@poojapareek02😂😂

@Vttv83 16 күн бұрын

😂😂😂😂@@poojapareek02

@pavanvtayde 17 күн бұрын

Bahot der kar di mehrama aate aate.

@chandrakantparmar1197 17 күн бұрын

Mem social media par aap ke naam se real page kon sa hai? Please batayiega

@somayyahhashmi2538 17 күн бұрын

Don’t fall for that. It’s all fake I clicked on that link and it is all a scam.

@safarn61 13 күн бұрын

I remembered once she shared detailed analysis of GNFC stock from that month , stock never makes new high still in consolidation period,................. do not buy her recommended or analysed stocks, if you dont trust see her older videos.

@akashgarai404 8 күн бұрын

Interlocking system is the most important system used in Railways for traffic control.

@mriaksultan 15 күн бұрын

Please explain about the all sector stock which will boom after budget day

@dibyendumaji715 16 күн бұрын

Wao Ma'am! You've done a great analysis for us. Amazing🎉. Became a fan ❤ day to day👌

@CARachanaRanade 16 күн бұрын

Thank you!

@RupeshNirmal 17 күн бұрын

Nice in-depth analysis, going beyond her domain knowledge 👍🏼

@MedMindsNetwork 17 күн бұрын

The public makes profit at the right time both FII and DII stuck at higher levels 😂😂😂😂 This time people are more knowledgeable they don't come under the trap by institutionals 😂😂

@mohitagrawal00 17 күн бұрын

Ma’am inter(IPCC) clear krte hi aapki firm mei articleship Ke Liye apply krunga 🚣🚣

@arjunansapre2005 17 күн бұрын

Stock name?

@vasudevarao319 17 күн бұрын

GOOD

@Vaibhavpimplepatil 17 күн бұрын

मध्ये मध्ये मराठी...❤ 9.40 आणि 13.11 डबी 14.06 पण माहिती खूप छान समजली आहे मराठी मध्ये पण करा असा व्हिडिओ

@ahusainhusain8767 17 күн бұрын

Hi mam

@gmmenglish 13 күн бұрын

Hope this budget brings smiles for the common man.

@thakurtimmy8624 17 күн бұрын

Yass rachana ji dahnyabad veryy informative jai hind ✌👍🙏

@CARachanaRanade 16 күн бұрын

Thank you!

@RajeshKumar-rl2dy 17 күн бұрын

What about CG Power

@apurva797 17 күн бұрын

Which to invest

@rajanpushpangadan4886 17 күн бұрын

We want boost our membership holders

@yogeshgupta1956 14 күн бұрын

Ek CA ki analysis aisi hoti hai, deep in deep 🙌🙌🙌🙌🙌🙌

@abhi_anand7061 5 күн бұрын

@maheshwankhede8593 16 күн бұрын

Kaynes me promotors holding q Kam hui ye bhi batao

@nilaypatel1971 16 күн бұрын

Exact Recommendation in Paid Subscription might be in rachna video,

@spamnyny9492 16 күн бұрын

WHAT ABOUT Garden reach ?

@anandjetin 6 күн бұрын

Very well researched and presented. Keep it up ! Great work !!

@mysmilehw 14 күн бұрын

What’s stock of the month for July

@felakawilam5747 17 күн бұрын

Wait for correction

@mantruth6628 15 күн бұрын

What about BEL

@user-ok3cl6zl8n 17 күн бұрын

Excellent video. Very much informative. Thanks a lot

@CARachanaRanade 16 күн бұрын

Glad it was helpful!

@omkarsawant7933 13 күн бұрын

I love your style Rachna😂😂😂

@dishasrivastava7670 11 күн бұрын

Nice learning video

@deeppatil1376 17 күн бұрын

Thus stocks will run like crazy tomorrow 😂

@phaneendraballa 15 күн бұрын

100k viewed though 5Mn subscribers there. but quantity traded is 159k where as traded quantity of yesterday was 26k. i.e., 5X need to monitor for 1 month, will get to know full details.

@viveksaraf6920 17 күн бұрын

Syrma SGS...

@TheLionKing2345 16 күн бұрын

Ultra overvalued stock ..

@bogdanoff3636 8 күн бұрын

Mam aapka pc hai toh usme processor laga hoga example ke liye dekh lo

@Nationatheart2023 13 күн бұрын

It should rename itself "rocket growth stock".

@sadanandgote5544 15 күн бұрын

Why should Korean , Taiwanese companies enter into collaboration with Indian companies?.

@mem1001953 15 күн бұрын

When I bought Kaynes at 2900 it was expensive...now too...but pls note there is no company now in semiconductor segments now. May take 4 years more. Kaynes is A Pcb unit. Electronic design and mfg company.

@pankajrawat752 14 күн бұрын

Kindly somebody provide the minutes of the video

@-RK2102 16 күн бұрын

SYRMA SGS technology is a better play and it is also into EMS

@vaibhavsoni5620 17 күн бұрын

But this all company has share price of 4000+ and one is 12000+

@31JUJHAR 17 күн бұрын

This content seems loaded - it would be better to have couple of more semiconductor comp review or SWOT

@nidhingana 15 күн бұрын

Syrma SGS.. Competitor of Kaynes?

@mem1001953 15 күн бұрын

Similar segment. Kaynes is miles ahead...

@pankajghosh8371 14 күн бұрын

pls mention 15 billions=?in cr.

@ssrathore4390 17 күн бұрын

What does. AKKA means

@deepakchavare8283 17 күн бұрын

Sister

@nileshnanaware9429 8 күн бұрын

Tai

@divakarreddy1896 11 күн бұрын

Good 👍

@moneymindedguy 16 күн бұрын

buying at a PE of 147 will be a joke. wait for retracement is my opinion

@hpatil22 15 күн бұрын

Madam me mebership ghetli ahe jully month chi pn video play hot nahi tyat bolat ahe suscribe kara mhnhn

@meeshi58 6 күн бұрын

What about mic electronics...its a semiconductor company

@ashutoshgupta321 17 күн бұрын

All are at all time high🥱

@ta36d 17 күн бұрын

all time low😎

@ateasailo1110 17 күн бұрын

So true😊

@jackiecooper9439 17 күн бұрын

Buy High Sell low!!

@krishghelani21 17 күн бұрын

Bhai ye sab shares life time all time high pe hi rahenge 😂😂

@ashutoshgupta321 17 күн бұрын

@@krishghelani21 ye to smay btaega apko..market jra niche Ane to dijiye 😅

@Man00777 17 күн бұрын

Mentioning Taiwan without background of one china policy and probable invasion can be little misleading.

@anuchugh31 17 күн бұрын

This is India not China. Officially government has one China policy but we don’t require China visa to go to China.

@Man00777 17 күн бұрын

@@anuchugh31 LoL. Misplaced nationalism may spell financial troubles. My point is totally from an investment opportunity perspective. Partnering with Taiwan based entities is a risky bet, hence USA has chips act, India has PLI schemes and other companies are building new fabs all over the world to have better control on supply chains. Investing in this space needs a good understanding of global geopolitics. Electronics 101 is not sufficient. No FOMO. follow a circle of competence.

@anuchugh31 17 күн бұрын

@@Man00777 manufacturing from ete is what Kanye’s is also doing. Kaynes has opened a subsidiary to be listed in Taiwan similarly like Foxconn which is investing majorly in US but all the technicals aside, government has not restricted media to not call Taiwan as Taiwan. But as part of Prc. Whoever doesn’t know its current state as being led by a far right party and official stance is perhaps not into business. This is nothing to do with hyper nationalism or even nationalism

@sayyedjunaid6392 17 күн бұрын

Shukria mam

@uttamthakur2016 15 күн бұрын

15 and 900 billions dollars , huge differnce between India & China Govt must boost private players

@mohitn2952 6 күн бұрын

Like most others , suggesting us after massive rally

@BaruchEitan 13 күн бұрын

I will forever appreciate this channel and Mrs Elizabeth Frankel, you've helped my family alot, your videos, advice, lessons and funny words are inspirational and helpful to us. My Wife and I have been able to be minimal, conscious in spending, saving and investing wisely, I now earn every week. You're such a blessing to this generation. we all love you😘

@anupamgovind3979 17 күн бұрын

2:57 Consumer durabled

@swapnilkayarkar5759 17 күн бұрын

Bhawa 🎉 😅

@DhumalExpress 17 күн бұрын

Angel one scam can you please explain

@prameyprabhudesai864 17 күн бұрын

What is the scam with Angel one??

@user-almighty_is_here_now 15 күн бұрын

What's it ? Can you please elaborate...

@Sacchh 15 күн бұрын

She has purchased in bulk, and now promoting it. Sahi business hai.. Pump and dump

@bran702 17 күн бұрын

Better long for 3 quarters, and short the 4th. Substandard Indian electronic industries and an overpriced few quality premium items would meet a nose dive within the first year😮. India is experts in cowdung products. Gaumata has lot to contribute to our gdp.

@natvarsinhzala9078 15 күн бұрын

You mind is full off toilet water.First take mental treatment then advise others 😅😅

@user-almighty_is_here_now 15 күн бұрын

I see her artistic skills while explaining. That's nice too, my sister.

@wastedreams8291 17 күн бұрын

KAYNES

@moneymultipliers1119 14 күн бұрын

CA Wale thumbnail nahi lagte

@jadagopi7258 9 күн бұрын

July 23 isthe same as june4

@GirishKallihal 17 күн бұрын

1st view ❤

@dino2396 17 күн бұрын

Your fumble on kaunes technology show that there was a need of homework.

@a.b134 5 күн бұрын

80% cash in hand 🎉

@rampathak1 13 күн бұрын

Don't get trapped in costly stocks. If you truly believe in technical analysis, wait for a reversal chart pattern after filling the window at ₹1015.55, or wait for another opportunity. These so-called qualified KZfaqrs can lead you to bankruptcy rather than guide you to the right entry price.