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

Dive into the red-hot semiconductor market! This video explores the explosive growth of chip companies and the trends shaping their future.
For any queries drop a WhatsApp message on [phone]
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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

[CARachanaRanade]

For any queries drop a WhatsApp message on [phone]

[mertie-lf]

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

[jerrycampbell-utyf]

The stock market rise is finished, but I'm not sure if stocks will immediately rebound, continue to fall or swing in a narrow range for a few weeks, or if things will drastically deteriorate. I'm feeling pressed to increase my $450k reserve.

[sarojpandaekamrabhubaneswa]

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.

[ashishbarua]

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

[Ashish-ndxj]

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

[palebiss]

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?

[fernandisjude]

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.

[anuchugh]

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.

[TrendFollowingwithManoj]

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

[manojkumarpv]

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

[beawartaxation]

Recommendation kewal annual subscription m hi dete h

[siddheshnagwekar]

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

[creativenc]

Me finding all stocks name in comments😢

[sekhar]

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

[electronicsgeekbiradar]

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

[ayanghosh]

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

[keeplearning]

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!

[mem]

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.

[ParagD-lk]

Madam, what are other pure play semiconductor companies