Sir, after merger or demerger how to calculate companies future revenue, profit,Ebita, market cap of company, eps etc. example sequent scientific, velarise.
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@hitesh2710 sir, would like to have your view on the current evolving situation in the world. as crude oil price rise and indian markets are showing significant weakness compared to other markets, we would like to hear some words of advice from you
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We have had similar wars since past few years. Ukraine Russia, India Pak, Iran Israel ( earlier) etc. The slight difference that is seen in current war is the spike in crude prices due to the issue of strait of Hormuz.
First order effect of war is panic and pandemonium. This can be followed by a rebound as ferocity of war reduces. Then second order effects start showing up with countries most affected by wars taking long time to make a comeback. There will be some countries not directly involved with the wars, but still have corrected due to the initial panic. They will have lesser second order impacts. Say India is not directly involved in the war but there will be marginal impact due to crude impact and hence higher import bill. But once war subsides, and oil cools down and settles down in a range, things quickly attain equilibrium, and markets start taking things normally.
Each moderate to severe correction will throw up opportunities for next leg of rally. The sectors and stocks that will outperform will change each time. Our focus should be to figure out which stocks will be the winners of the next leg of market rally whenever that happens. Idea should be to observe stocks that are holding strong, or better still, stocks that are the first to start making 52 week highs, or break out of trading ranges, or something similar. Then study the fundamentals, and try to figure out reason why these should outperform going ahead. If the technical and fundamental picture are in sync, it makes sense to start buying in lots as uncertainties related to such situation can persist for longer than we expect.
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Thanks for sharing your insights sir… how do you see the impact of LNG supply issues.. in my view this could pose bigger challenge for industries as we saw the effects in Europe when Ukraine war started…