Premiumisation - A mega theme with multibagger potential!

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Disclaimer: I am a SEBI certified research analyst (INH000018391). The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented.

#sahilbhadviya #stockmarket #investing

[sumukhr]

Category 1 Travel and tourism
1 Indian Hotels
2 EIH Hotels
3 Chalet Hotels
4 Lemon tree
5 Samhi hotels
6 Interglobe avaitation (Indigo)
7 Rate gain
8 Imagicaa
9 Wonderla
10 Dreamfolks

Category 2 Retail consumption
1 Titan
2 Kalyan Jewellary
3 Senco gold
4 Trent
5 Arvind Fashion
6 Aditya birla fashion
7 Raymond
8 Vedant Lifestyle
9 Landmark cars
10 Ethos watches
11 Nyka
12 Zomato
13 Stanley

Category 3 Eating and drinking
1 Nestley
2 Mrs Bector foods
3 Bikai foods
4 United spirits
5 Radico kaithan
6 Piccadily
7 Sula Wineyard
8 Devyani International
9 Jubliant foods
10 Saphire foods

Category 4 Vehicles
1 Mahindra and mahindra
2 Tata motors
3 Either motors
4 Voltas
5 Amber enterprise
6 Dixon

Category 5 Wealth management
1 HDFC AMC
2 Nippon AMC
3 Nuvama
4 360one
5 Anandrathi
6 Mothilal oswal
7 CDSL
8 CAMS
9 Kfintech
10 Angelone

[RoseBalerus]

Premiumization is indeed transforming the Indian market; consumers are seeking quality and exclusivity.

[VirenPatil]

Top Picks for this theme across sector will be great Sahil
Do consider making an exclusive video

[arunverma]

First of all
Congrts sir
U hv positive vibes still after 4 yrs
Many fin influencers don't hv
Wthout seen vdeo

[suvarnan]

Kudos 🎉 to your efforts to make a video on growing industry..you always give us an different perspective to grow along with you..tq sahil highly appreciable!!

[dhanrajbhure]

Premiumization theme
Samhi hotel business travel stay
Rait gain
Theme park emagica and wonder land
Gold retail chain like Sanco gold, Titan, Kalyan jewelers, PN gadgil etc
Trent, Aravind fashion, Aditya Birla fashion, Raymond
Landmark cars Ltd
Ethos Ltd luxery watches
Nykaa
Food delivery and quick commerce
Zomato, Stanley lifestyle
Eating and drinking:
Nestlé, Mrs bector foods
Alcohol sector: United spirits, Radico khaitan, Piccadilly agro, Sula wine
Devyani international, suffire foods.
Two wheeler, 4 wheelers
Mahindra and Mahindra
Tata motor, eicher
ACs fans
Voltas, amber enterprise, Dixon etc
Wealth management:*
HDFC AMC, Nippon AMC, Nuvama, 360one, aanand Rathi, CDSL, mutual funds like Cams and Kfintech
Angel one
Premium real estate developers
Like prestige, Sobha, DLF, Godrej properties etc

[manishrakundla]

Yes would like to have exclusive videos for some companies.

[vimalshrivastava]

Yes, plz make a video on top pics from these stocks.

[kiranasawale]

सर जी बहोत बढिया explain कर रहे है आपका knowledge जबरदस्त 🙏🙏🙏👌👍

[smartkish]

Premiumisation could include specific Media consumption companies : Music subscriptions from Jio, Saregama and VFX companies like Phantom, Digikore etc...

[SandeepKumar-nvwz]

great one, sahil
request you to make a detailed video on your picks.
thanks

[investwithinterest]

In order to fuel premiumisation, semiconductors are necessary, best players in this field can be identified, do something on this sahil ji.😊😊

[sureshkumar-hdls]

Your videos are highly informative and provides real value for the time! keep it up

[janardanmohanty]

Excellent analysis.
One interesting premiumisation theme is beauty segment and with increasing affluence of young people there is a surge in demand in this segment as we see mushrooming of beauty parlours and spas. An interesting beneficiary in this segment is SH Kelkar & Co which is suddenly seeing its fortunes on the upheaval.

[gurpreetsohal]

Sir, You explained about each sector, thanks very much for making us aware of these sector

[mrmaroof]

Top Picks for this theme across sector will be great Sahil

[deepdhar]

Please do a video on the top picks from this theme. That will be very helpful

[SumitKumar-nijk]

Grt video sahil... Very informative... Please make more such type of videos...

[perumalgopalakrishnan]

Hi Sahil bro

I personally feel Tata Motors, CDSL, Angel one and some more companies would be good pick

Kindly make top 10 companies in this theme.

[viral]

Video on Natural Resources exploration companies.. for becoming self reliant on resources like finding lithium and extracting it.. Second Cyber Security and Artificial intelligence