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@SadhanStocksمنذ 3 سنوات |Auto : A Brand but Cyclical Sector
|What led to Semiconductor Shortage in auto?
|Is this shortage Temporary?
|Impact on auto manufacturers- &M
| Second Order impact on other sectors
| Impact on Top 15 auto stocks ....وسعت 1
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@manindersingh-qk5ekمنذ 3 سنوات I am blessed to have a teacher like you. Happy Teacher’s day! 4
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@avijitdutta5369منذ 3 سنوات Amazing video sir. Got to know a lot of facts 1
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@sunilbhojwani4110منذ 3 سنوات great insights on auto sector.keep up the good work! 1
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@mokshrankaمنذ 3 سنوات I have exposure to lot of auto ancilliaries, nice video will consider reducing allocation 4
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@aashishisamanta04منذ 3 سنوات Sir please discuss all about EV sectors . EV related stock like battery , battery compartment making company, battery recycling company, car manufacturer , charging, battery components (like aluminium, copper) etc ..
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@harshawardhantalegaonkar9162منذ 3 سنوات Interesting detailed video,
Also US class 8 truck sales has been going good ,but again was hit by semiconductor shortage, indian axle and forging id="hidden3" class="buttons"> companies are fit in this case,for ancillaries to US truck companies
one may check their one year returns, so high uncertainties when it will solve.also it is consider that cv cycle in US for class 8 trucks has begin,may lasts for two odd years
It will be interesting how it goes. ....وسعت 1
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@Arjun.Trivediمنذ 3 سنوات Nice video as always! Need to review portfolio as per this video now 1
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@anishlohiya7779منذ 3 سنوات Hi Amitabh
Would surely like to know the impact on BEPL
Have been holding a good amount of shares of bepl from 4 years
Should I id="hidden4" class="buttons"> be holding it for long term or exit currently and then look out for lower levels.
It’s in a duopoly market and also a debt free company.
Looking forward for ur response ....وسعت
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@user-bh6xl4le5eمنذ 3 سنوات Amithab, do you think it would be a good opportunity to accumulate post the quarter rest for positional investors? I know you the challenges, however, id="hidden5" class="buttons"> Im sure the auto companies would push the additional financial burden on the consumers. Edited : I meant auto ancillary. ....وسعت
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@ankainternationaal797منذ 3 سنوات Very nice Sir.. Look forward to your next video.
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@mranujcمنذ 3 سنوات Thanks. What do you think of the impact on minda industries!
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@sujit37منذ 3 سنوات I am guessing
Olectra green/Bajaj Auto - moat
sonacom - tire 2
Greavescot - EV 2
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@raghavgoel3420منذ 3 سنوات Hey Amitabh! Please make a video on Endurance Technologies. Good company to hold in my opinion. Please make a detailed video on it if possible.
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@splendidmمنذ 3 سنوات Sona comstar — Stock having special moat
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@aloksaboo8623منذ 3 سنوات Very nice video. But it would be helpful if u end this video with concluding remarks. Currently ur ending is more like a news (this is happening.that id="hidden6" class="buttons"> is happening) but not concluding .like so what an investor should do? Shld we stay away from autos for sometime, shld we short auto stocks etc.
Thanks for the news though ....وسعت
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@saikumar-ix3ngمنذ 3 سنوات 1. I am having BEPL ( bhansali engineering and polymers and limited ) supplies ABS(acrylio butadiene styrene) to auto and consumer goods it has vast application id="hidden7" class="buttons">
2. Fiem ind sole supplier of lighting system to ola electric
3. Sona comstar for ev
I am holding these three auto ancillary companies please share you are view on fiem should I add more or reduce the allocation ? ....وسعت 1
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@Manish-kk5chمنذ 3 سنوات Please change channel name Sadhan stocks
So that people can find you.
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@SadhanStocksمنذ 3 سنوات |Auto : A Brand but Cyclical Sector
|What led to Semiconductor Shortage in auto?
|Is this shortage Temporary?
|Impact on auto manufacturers- &M
| Second Order impact on other sectors
| Impact on Top 15 auto stocks ....وسعت 1
@

@harshawardhantalegaonkar9162منذ 3 سنوات Interesting detailed video,
Also US class 8 truck sales has been going good ,but again was hit by semiconductor shortage, indian axle and forging id="hidden14" class="buttons"> companies are fit in this case,for ancillaries to US truck companies
one may check their one year returns, so high uncertainties when it will solve.also it is consider that cv cycle in US for class 8 trucks has begin,may lasts for two odd years
It will be interesting how it goes. ....وسعت 1
@

@anishlohiya7779منذ 3 سنوات Hi Amitabh
Would surely like to know the impact on BEPL
Have been holding a good amount of shares of bepl from 4 years
Should I id="hidden15" class="buttons"> be holding it for long term or exit currently and then look out for lower levels.
It’s in a duopoly market and also a debt free company.
Looking forward for ur response ....وسعت
@

@user-bh6xl4le5eمنذ 3 سنوات Amithab, do you think it would be a good opportunity to accumulate post the quarter rest for positional investors? I know you the challenges, however, id="hidden16" class="buttons"> Im sure the auto companies would push the additional financial burden on the consumers. Edited : I meant auto ancillary. ....وسعت
@

@aloksaboo8623منذ 3 سنوات Very nice video. But it would be helpful if u end this video with concluding remarks. Currently ur ending is more like a news (this is happening.that id="hidden17" class="buttons"> is happening) but not concluding .like so what an investor should do? Shld we stay away from autos for sometime, shld we short auto stocks etc.
Thanks for the news though ....وسعت
@

@saikumar-ix3ngمنذ 3 سنوات 1. I am having BEPL ( bhansali engineering and polymers and limited ) supplies ABS(acrylio butadiene styrene) to auto and consumer goods it has vast application id="hidden18" class="buttons">
2. Fiem ind sole supplier of lighting system to ola electric
3. Sona comstar for ev
I am holding these three auto ancillary companies please share you are view on fiem should I add more or reduce the allocation ? ....وسعت 1