IT Stocks down 20%-35% - Right time to add IT stocks in FY25? IT sector Analysis

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IT Stocks down 20%-35% - Right time to add IT stocks in FY25? IT sector Analysis

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2 ай бұрын

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IT Stocks down 20%-35% - Right time to add IT stocks? IT sector Analysis
#sahilbhadviya #itsector #stockmarket #fundamentalanalysis

Пікірлер: 364

@SahilBhadviya 2 ай бұрын

Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

@venkatareddypappula6354 2 ай бұрын

BUYING IT BEES SIR

@ARINDAMR2002 2 ай бұрын

Infosys and happiest mind bet for 10 years.. Infosys buying price 1376 and happiest mind 840..

@Rraahhuull55 2 ай бұрын

Sahil most finfluencers say Indian IT is not that active in Gen Ai. If they are, then not getting business in short client not spending much as yet.. Your views??

@1995mubeen 2 ай бұрын

what is the difference between 749/month package shown while clicking the join button and 4990/year package in the website?

@RichardMoore-jg5tl 2 ай бұрын

is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?

@RusuSilva 2 ай бұрын

It may be a good idea to speak with a financial advisor who can help you develop a portfolio based on your individual goals and risk tolerance.

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Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@RossiPopa 2 ай бұрын

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

@simplesheenu 2 ай бұрын

One idea is to start investing in an ETF that tracks IT companies. Eg: Nippon India ETF Nifty IT

@pskarthic 2 ай бұрын

Nifty IT is tracking top 50, most of the stock he mentioned are not in index

@Snesded 2 ай бұрын

14%down

@isoranickerson1317 2 ай бұрын

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@jamesmargarita3485 2 ай бұрын

His tg

@jamesmargarita3485 2 ай бұрын

*@michaeltpin*

@richardisaac8116 2 ай бұрын

Rather than attempting to predict future recessions and risking financial losses, a more effective strategy is to build a well-diversified portfolio that can withstand various market conditions. This approach has allowed some individuals to consistently generate substantial returns, averaging around 150K every quarter as reported by Bloomberg

@prasada1280 2 ай бұрын

It is nothing big. IT sector has fallen by 15%. So if u pick up now 20-30% returns are normal. This is usual swing trading. Now on can IT create consistent compounders? No. Why ? Because this correction is less economical and more fundamental and structural.

@debabratasarkar7477 2 ай бұрын

Sir finally could I buy it company like Birla soft

@mav633 13 күн бұрын

What's the reason for the said fundamental/structural correction?

@prasada1280 13 күн бұрын

@@mav633The need for traditonal IT services is going to reduce and not increase. India's IT Companies are all either big or small fish in a shrinking pond fiercely competing against each other with little or no advantage over others and no barriers to entry. IT Industry can compound at US growth rate.

@pavankumar-qj5ql 2 ай бұрын

Finally ur video convinced my to invest in IT stocks in this period... excellent example of PSU banks defence stocks....

@SatyamtheTruth999 2 ай бұрын

IT portfolio has ditched my profits by 40%. Now I will confine my IT portfolio to a maximum of 15% of my total investment.

@rajandeepsinghbhullar4894 2 ай бұрын

Good that you have learnt lesson

@dewanmohamed9167 2 ай бұрын

Any sector will have bad time and good time and it's all about cycles.. it's not easy to regularly capture the growing cycle upfront so better to diversify but after some years you may even feel bad that you didn't invest more in IT stocks and that's how market works

@chaocingdon7270 2 ай бұрын

Thanks Sahil. Adding Nifty IT BEES on every dip.

@ranjanpatil5168 2 ай бұрын

Thanks Sahil.....excellent analysis. Appreciated your effort....

@sujeesh9203 2 ай бұрын

Value pick - Infosys Growth pick - KPIT

@RinishaWebServices 2 ай бұрын

Only ONE IMPORTANT question! Should we buy IT stocks now or wait till 4th June and act later? What's your take on this?

@faneeshbansal637 2 ай бұрын

Nice explanation.. same strategy i used for banking sector.. today banking sector trading at all time low pe ratio .. and we know in this year we see a rate cut in interest rate by federal bank.. it push for more loan from bank.. and maybe soon rerating of pe will happen too.. Growth are there Valuation are low. Pe is low.. NPA is low.. Demand for loan increasing.. Capital expenditure by companies is increasing I’m full bullish on banking sector.. ❤️

@abhijithnair6515 2 ай бұрын

Holding Infy, TCS, Wipro, Coforge, Mphasis, Mastek and Affle. Thinking about adding Bsoft & HCL. Not convinced by Zensar tech though due to its poor sales growth even though it’s available at mouth watering PE and Goldman Sachs are constantly adding this stock for a while now.

@sukantabhattacharya4958 2 ай бұрын

And what about private banks ? HDFC, ICICI, Kotak all having PE around 18. Way way lower than their 5 year, 10 year median PE. Why not discuss this sector in next video bhaiya ?

@rakeshgupta4130 2 ай бұрын

Awesome videos...Pressed the bell 🔔 icon, the moment u showed that 20 stocks in Excel...that shows your hardwork ❤🎉 👍

@golisanthoshkumar1319 2 ай бұрын

Thank You Sahil Excellent Analysis Appreciated your Efforts

@nileshpadsala3842 2 ай бұрын

I think Infosys is perfect to make position

@salmanreshamwala8783 2 ай бұрын

Great Analysis. More than that perfect timing to discuss about IT sectore and take the discussion. Definitely, it will help the retailers to take the discussion. Thank you Sahil.

@chodagamsrinivas6345 2 ай бұрын

I'm purchasing ITETF currently to reduce the risk

@AdityaSingh-iv9wz 2 ай бұрын

That part of excel sheet showing analysis of EPS growth and PE re rating was very good I learned something new ☺

@j.k.sjevus68 2 ай бұрын

Very insightful. Thank you. 60% of my folio constitutes IT

@rameshwarsable2125 2 ай бұрын

You did not cover TANLA PLATFORMS.. please cover talnla platforms and datamatics ltd

@ajaybaronia4452 2 ай бұрын

as I already said I sold most of my Nifty 50 stocks last year and invested in defence,railway, semiconductor, wire and cable tourism and 70 percentage of my portfolio is defence and railway and reaping good profit and if Modi govt repeat than it will be a big blast in my portfolio

@rahulbansal5794 2 ай бұрын

Some of your best railway stock?

@ajaybaronia4452 2 ай бұрын

@@rahulbansal5794 RVNL, IRCON, IRFC, IRCTC, HAL, BEL, COCHIN SHIPYARD, BDL

@manasbanerjee7580 2 ай бұрын

Yes u r absolutely right... Few days agoAlready picked COFORGE, PERSISTENT, LTIM,LTTS, TATA TECHNOLOGIES AND INFOSYS.

@johnsondevasagayam9704 2 ай бұрын

Thank u sahil for making this video Very Informative ❤

@mostfamousspeeches3352 2 ай бұрын

My picks for IT would be : 1. cyient 2. Nucleus 3. OFSS 4. Birlasoft 5. Newgen

@KrishnaSpiritual1 2 ай бұрын

Thanks Sahil. Your efforts are much appreciated. I have invested in Kpit, Newge, latent view, Happiest mind. I wonder like to add Kpit more.

@kprasanth99 2 ай бұрын

@Sahil, I would like to join in weekly series. I have a question Will you tell when you are exiting from a stock as you are discussing when you are taking entry?

@davekross 2 ай бұрын

My experience as an investor has been rough lately, having to bear significant losses while struggling to trade by myself.

@Morgan_wasch 2 ай бұрын

I will advise that you shouldn’t trad on your own if you keep losing due to lack of experience or knowledge about ROI.

@Morgan_wasch 2 ай бұрын

If you can, then get a professional to trade for you I think that way your assets are more secure.

@rahulverma-lz1hi 2 ай бұрын

Investing or trading ?

@Josramage 2 ай бұрын

Please how can I get in touch with her?

@James_vskii 2 ай бұрын

What I like about her is her logic behind every undertaking, and her ability to make good profit regardless of the starting investment amount.

@basantshrivastava7781 2 ай бұрын

Thank you Sahil Bhai for your efforts and information.

@KUMARkumar-nm5qp 2 ай бұрын

Why Tanla platform not in your watch list ?

@its.partha.. 2 ай бұрын

Ek time to khub bolta tha Tanla ke bare main.

@devinderchauhan7314 2 ай бұрын

Tanla business LL impact due to message system change.

@anilpudota290 2 ай бұрын

Holding small qtys of infy, HCL Tech, Sonata, Cyient, persistent sys,Tata Tech, KPIT Tech,Rate gain,Zensar in profits

@adinarayana5773 2 ай бұрын

Excellent analysis bro..pls do similar analysis for chemical sector also..Thank you..!!

@ankitkishore77 2 ай бұрын

I sense Mr basant Maheshwari in your investing style. His book Inelligent investor is what you are summing umming uo sa when you talk about PE expansion and onctractionwith the example of the bull run.

@Iamreal11xingping 2 ай бұрын

I am sure Mr BMW has not invented mathematical tools and lingo which are being used in markets....whatever info is provided is just one of the many tools ..... Whatever u say someone has already said esp in KZfaq

@sal197489 2 ай бұрын

Is Tracxn good to continue... Seems to be weaker from qtr to qtr ... Eats out the opportunity cost

@mamidipaka5 2 ай бұрын

Thank you Sahil Bhai for your efforts and information. I request you, please do some detailed video and top list of stocks on Semiconductor theme. I can see it will be big wealth creator in near future.

@haris1328 2 ай бұрын

Lost 15 lacs in infy and tech mah in 2022, then left market only to miss massive rally

@ali_edittz7 2 ай бұрын

Great informative and valuable video keep going sahil❤️🙏🏻

@somenseal6925 2 ай бұрын

I am investing in IT thematic fund

@karthiv984 2 ай бұрын

Advance congrats for 500k subscribers.. Keep up the good work...

@funtimetamil3441 2 ай бұрын

@user-ux8hc5ch5j 2 ай бұрын

Thank you so much for valuable information

@senthilkumar7287 2 ай бұрын

*Very insightful contents, Your efforts r highly appreciated Mr Perfect!!!*

@vinod.k.maroodi5979 2 ай бұрын

Thank you.. Sahil 💐

@caterbilt 2 ай бұрын

Really liked your review of IT sector. Can you do such review of chemical sector as well. It would be really helpful

@sudhirjadhav8766 2 ай бұрын

Very informative video,grt knowledge bro...keep it up

@nishantsaini2715 2 ай бұрын

This video shows how much effort you have put it. Thank you Sahil for everything 💕

@krishnachagarlamudi9919 2 ай бұрын

Sir, your presentation is really excellent. We are grateful to you. Thanks a lot

@ramamoorthypakala9949 Ай бұрын

I AM ACCUMULATING IT BEES AND MY CURRENT AVERAGE HOLDING PRICE IS 38. I AM EXPECTING THE PRICE TO TO GO ABOVE 41.50 IN A VERY SHORT TERM. I WILL BOOK MY PROFIT AT 41.50 AND HOLD THE BALANCE UNIS @ ZERO COST FOR LT. I PREFER IT BEES AS THE INDIVIDUAL STOCKS ARE VERY VOLATILE AND LEAN TOWARDS DOWNWARDS. THE CURRENT UPWARD MOVEMENT IS PURELY BECAUSE OF DOLLAR FLUCTUATION DUE TO US FRAGILE ECONOMY AND NOT THAT INDIAN IT COMPANIES ARE PERFORMING WELL.

@RaviKiran-us6gd 2 ай бұрын

Loved this installment of yours.. very informative.. esply picking up the sector that hasn't given a run up.. keep up the good job

@nikhilahuja2145 Ай бұрын

Great video.. Have seen enough videos, but how we can look at the PE and EPS and then comparing them for chossing the stock, what a great explanation 👍 👏

@piyushparekh5807 2 ай бұрын

Very much true 👍 good analysis of full It sector, thanks for giving right information 👍 👏👌👍

@mithunghosh9069 2 ай бұрын

Sir please make video in hindi 🙏 because lot of views r do no understand English..because your content is high value for common man..

@riteshsingh-xi3hv 2 ай бұрын

According to me as a retail investor with not expertise in it very hard to time the market .. I will accumulate in every 5% down or keep investing in form of SIP. With this strategy we can average the price For sure over the 5 years time horizon it will give 20-25% CGAR That is good enough for me. Only you should invested in fundamentaly good company like KPIT, TATA ELXISI and Persistent etc.

@ramannanaik4702 Ай бұрын

I hold tata elaxi LTTS lTIm Tata tech cyient Thankyou for analysis and a review

@meridhun5102 2 ай бұрын

Very detailed vedio bhaiya....you have put lot if effort...thank you so much for enriching videos which are very educative and very helpful..Pranam

@maverickrahul104 Ай бұрын

Excellent analysis!!

@user-ip5gi2qf7m 2 ай бұрын

Thanks a lot, again a wonderful detailed explanation. Can you make similar comparison for other sectors like Chemical, Defence, renewable energy,🎉

@nileshpandya6421 2 ай бұрын

GREAT INFORMATION FOR A LAYMAN IN COMMON SENSE TO UNDERSTAND

@pradeeppanwar62 2 ай бұрын

If you would have been bullish 1 year ago, I would have agreed its a contra bet. But now everyone knows fed rate cut is coming soon, so we are aware that once it starts may be post June any time, let's see, IT sector is going to see big rally. So this is not at all your contra bet, trust me.

@raviteja5021 2 ай бұрын

Hi Sahil, Thanks l liked this video, to be honest waiting for this kind of IT sector analysis

@jug-i5n 2 ай бұрын

Great analysis 👍👍👏👏

@kirankumarbw 2 ай бұрын

I am betting more on HCL. Added good qty already. Will add more in further declines

@MrVinodkumar92 2 ай бұрын

Great stuff of information and clear explanation bro. I have been following you since long. Can you please share the excel and also please do a dedicated video on how to create these sheets

@BLRsanket 2 ай бұрын

Any IT sector Mutual Fund that I check has a portfolio P/E of 32-35 times. Why do you think that IT sector has valuation comfort? Are you factoring in major upmove in IT sector earnings?

@dragonslayer9581 2 ай бұрын

Plss do make on chemicals stocks also

@berzerker3042 2 ай бұрын

I bought HCL stocks 3-4 days ago, i hope it'll go up lol

@tejasbiraris9077 2 ай бұрын

Nicely explained!

@pavankumargadhamsetti4528 2 ай бұрын

Doing sip in it thematic fund for the past 2 yra

@sameersanghvi524 2 ай бұрын

HELLO SIR Please Make Video In SPARC (SUN PHARMA ADVANCED)

@varunkharb5803 2 ай бұрын

Good video , newgen was great investment opportunity as was at 16 PE even though profits were growing

@ramkrish2637 2 ай бұрын

Thanks to Sahil I added Newgen on watching his analysis and am sitting on handsome profit😊

@nagarajbk753 2 ай бұрын

Plz make a same videos on FMCG and Financial Sector❤❤❤❤

@ramanajaneyareddy9944 2 ай бұрын

What a about Affle and Avalon technology?

@aryanyadav3690 2 ай бұрын

Avalon Tech is not an IT company 😂

@anilpenigalapati4463 2 ай бұрын

Could you please provide your current view on Newgen tech??

@susmitsircar 2 ай бұрын

You missed Tanla mate, the best and te most attractive at current valuations

@saffanvohra3436 2 ай бұрын

i like HAPPIEST MINDS but due to PLEDGE SHARE HOLDING i hold myself back to invest in it

@pritamphalke8857 2 ай бұрын

Very nice analysis. Need same analysis for Bank and finance sector

@tusharkantiduttachoudhury1862 2 ай бұрын

Very good analysis. I am very optimistic about IT which will turn around soon and I am fully invested in it.

@ajeetsaxena5860 2 ай бұрын

You should make separate video on Tcs, Wipro and infosys

@rajivehanda7300 2 ай бұрын

Any view on QUESS corp which has a special situation of demerger which could be value accretive by unlocking ?

@vishnutkvalanchery9539 2 ай бұрын

I have itbees and a it mutual fund, safeno tension

@gajendradeshmukh 2 ай бұрын

what about IT companies guidance and are these PE ok ?

@govindjoshi8171 2 ай бұрын

Excellent explanation

@gc3647 2 ай бұрын

Jab chalna shuru hoga tabh lenge. Abhi jo sector chal raha hai usme invest kiya jaye. I t abhi orr niche aa saktaa hai.

@charlesantony3224 Ай бұрын

Today IT .. just wow 👌

@bharatg9825 2 ай бұрын

Now only air flowing is psu stocks .

@maharnabtalukdar332 2 ай бұрын

What about investing in an active IT mutual fund along with an IT index fund.

@pratikdungarwal4788 2 ай бұрын

Hi Sahil, Could you help me please with the excel sheet formula for the discussed. I am interested to find 5 year median PE through Google formula syntax.

@user-ui2uy6yb5r Ай бұрын

I think he took it from screener