On 1st September, Lakshmishree Investment hosted an insightful session with Mr. Shailesh Saraf, Managing Director of Dynamic Equities (Value Stocks) and a respected fund manager. During his talk, Mr. Saraf shared his expert views on fund management and how to select the best stocks for long-term growth.
Mr. Saraf opened his session with the question, “Bazar me teezi hai..?” (Is the market booming?), highlighting the current market trends. He emphasised that a company’s earnings are crucial for its stock price growth. As earnings increase, so do stock prices, making it essential for investors to focus on companies with strong earning potential.
He also discussed how the rising GST collections each year reflect a strengthening economy, which positively impacts the stock market. At Value Stock, the focus is on selecting stocks based on earnings and sales growth, which helps investors identify promising companies early.
Mr. Saraf pointed out key dates like 15th-20th March, June, September, and December, which are important for predicting market trends based on advance tax declarations. He also advised paying attention to government policies, especially when the government reduces taxes in certain sectors. These sectors often present good investment opportunities due to the expected profit increase from lower taxes.
Moreover, he shared his analysis on future growth sectors, encouraging investors to consider stocks of companies that are likely to receive ongoing government orders. These companies are positioned in sectors with stable growth and strong government backing.
Mr. Saraf introduced the “30-30-30 model” for stock selection, suggesting that investors look for companies with 30% sales growth, 30% profit growth, and a price-to-earnings (PE) ratio of less than 30. For companies with a year-over-year earnings growth of 100%, even a PE ratio of 1 can be justified, indicating a solid investment choice.
He also highlighted eight sectors with significant growth potential: Infrastructure, Electric Vehicles (EV), Digital Public Infrastructure, Defence, Green Energy, Semiconductors, PSU Banks, and Hotels and Resorts.
To wrap up his talk, Mr. Saraf shared a key insight: “Good stocks don’t mean good investment.” He used examples from the Nifty 50 index, showing that even strong companies, like some banks and PSUs, may not always yield high returns, as seen in their performance over the past three years.
For investors interested in exploring opportunities with Value Stock, Lakshmishree Investment offers a convenient way to invest. By opening a Demat account with Lakshmishree, investors can easily access a range of value stocks and start building a strong portfolio.
The event was a great success, providing valuable knowledge and investment strategies for all who attended and highlighting how Lakshmishree Investment can be a trusted partner in your investment journey.
Investors can gain insights into effective investment strategies and discover top stock picks, including the best ETFs and highest-paying dividends, through Lakshmishree’s blog.
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