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**Contest Alert** Share One Stock - Winner Announced

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Deal Captain
azzuridd
Moderator

Hi All, it’s great to see the finance forum grow well and dimers help out each other.

We regularly see dimers asking questions about credit cards, insurance and the stock market and other dimers coming and helping each other out.

We thought why not make this into a small contest…

The contest is simple, all you need to do is - 

Share a stock that one can hold for the next 10 years to get maximum results.

Dimers need to share any one stock (it could be anyone listed on the NSE/BSE)and give a reasoning (fundamental) why you believe this would give great returns after 10 years.

We will choose one lucky dimer who shares a sound fundamental reasoning as the winner of the contest.


The winner of the contest gets 

  1. 2 shares of Tata Power – https://www.google.com/finance/quote/TATAPOW...SE (CMP – 244.35) as Gift From Desidime (via Zerodha).
  2. The winners Zerodha referral will be shared once on the Desidime telegram channel (referral terms- https://zerodha.com/tos/ref...ls)


Terms -

  1. One dimer can enter multiple times
  2. One stock can be mentioned by multiple dimers.
  3. Users can share multiple posts why one stock is good however – he needs to quote his previous post
  4. The contest is from – 29th January till 5th of Feb 2022. and winner will be announced on 7th Feb 2022

Kindly note – this is just a contest and for sharing knowledge, request all dimers to do their own research before investing.

Do let us know in case of any queries.

Expired
Disclaimer
We are not SEBI/IRDA registered. The information provided herein is for education purposes only. We will not be responsible for any of your profit/loss with this channel's suggestions. Consult your financial advisor before making any decisions.

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111 Comments  |  
86 Dimers
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Deal Cadet Deal Cadet
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edges wrote:

So is hdfc life

You’re comparing apples to oranges. HDFC Life is a life insurance provider while ICICI Lombard is a general insurance provider. HDFC Life could be aptly compared to ICICI Prudential and even there they edge out the former

Aristocrat Aristocrat
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I am bullish on yes bank… It will be a multibagger in future… Even 1000 shares will cost only 13000 but it may give you multifold return in future…. I am expecting this share will go in the same way satyam computers went after it was taken over by govt and sold to Tech mahindra…. Even in this 6000 point fall in market, this share was very strong and remain between 13.25 to 13.75… It’s my gut feeling…

Deal Cadet Deal Cadet
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Wardwizard Innovations & Mobility Ltd

This company is working on electric vehicle sector. As everyone knows that EV will be the future, so it can be a good pick.

Talking about fundamentals, the plus points of the company are:

  • Quarterly and YearlyRevenue is growing
  • Quarterly Yearly Net profit is growing
  • Total Asset is growing
  • Company is almost debt free
  • Cash flow is going positive
  • Promoter holding is above 70%
  • Sales is growing
  • Quick ratio and Current ratio is above 1
Blaze Blaze
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Sudarshan61 wrote:

My two picks and rational behind it 

1. RIL (This is essentially Dmart+ONGC+Airtel+etc etc etc). Mukesh wont do mistake of his father(leaving the companies undivided). Sooner or later company will be split and that’s when we will have proper unlocking of value 


2. Brightcom Group :- Small cap company. post covid their revenues are going up like crazy..


Disclaimer* Holding both the companies

Brigthcom group has bonker results, from Rs6 to Rs180 ,3000% my god , and i was searching for a digital marketing company last year flushed i knew this sector would grow ,but this company existed did not know.

Deal Newbie Deal Newbie
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ITC: Proven player for more than a decade, fair valuations, present across multiple verticals, excellent ROE and ROCE, no debt, decent dividend, value unlocking yet to happen.

HUL: Has monopoly in FMCG sector, awesome ROCE of 40, Effectively debt free, huge cash flows, Loyal customers.

Deal Subedar Deal Subedar
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In my opinion one stock selection is very difficult process. First question in my mind is how much risk you can take.

For high growth stock and best return always risk involve.

If you are ok and ready to risk AFFLE,NAUKRI,TATAPOWER,DMART, DEEPAKNTL,ASTRAL,DIXON can be next multibegger stock.

And if your risk profile is low and want to be a safe investment HDFCBANK,HDFCLTD,RELIANCE,HDFCLIFE,KOTAKBNK, HINDUNILVR,TCS will give consistent return

Deal Newbie Deal Newbie
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nobody mentioning Asian paints?

Deal Newbie Deal Newbie
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chota_chattri wrote:

Why no one is talking about paytm

@chota_chattri
Paytm business model in itself is a problem.
They say that they are payments company but how are they going to make money if MDR for UPI is zero. They say we have wallet and other txns methods through which they make money but the charges are minimal which will just cover the txn charges. Also volumes of UPI are increasing day by day so with zero revenue from that front they aren’t going to make any money.
The counter they give is that we offer free services but lateron we graduate those small sellers to our payment gateway by which we make money. But again the competition in this sector is high and margins are low.
The counter they give is that, this is the way we attract people to our platform ( customer acquisition)  later we sell them our financial products through which we make money .
So lets look at their financial products:
BNPL ( Buy now pay later)— Now they don’t want to lend on their books, so they have lending partners through who they will get 3% (roughly) commission. So, lets say their lending business becomes big and they are going to lend 10K cr per annum through their platform. How much money they make in commission 300Cr profit – by the time it comes to bottom line post taxes expenses – you will be left with 50% of that profit = 150cr -- company current market cap is around 60K crore = (P/E = 60000/150= 400 that also in future if their bnpl model becomes big hit ).
Now some people say that BNPL will be big hit if paytm does on its book. But Paytm payments banks is 51 % owned by VSS  and 49% by one97. So even if paytm payments bank get small finance bank license the majority of profit will be eaten by promoter also with alibaba, ant fin. ( chinese ownership) the chance of them getting SFB license is fringe. 
Stock Brokerage ,MF , NPS   They are not even 1% of AUM and with leaders in each space like zerodha for stock, Groww for MF, direct NPS ( NSDL, Kfintech) for NPS ( The future of one97 looks gloomy).
Rest of the services – you can get leaders of each space if you look at each place they operate like paytm insurance ( now only 1% insurance is sold online of which policy bazaar is market leader with 50% maket share. most of the remaining 50% online insurnace is sold directly by insurnace companies own portal. Paytmmall ( Flipkart owned by walmart, Amazon is leader)
So from where they are going to make profit is questionable. also at current cash burn rate of 3k Cr per annum ( I am taking cash burn rate of mar 2020 because pre ipo they intentionally got losses down) and at a valuation of 60 k cr they got to dilute 5% equity every year just to sustain ( But that is unlikely because who is going to keep valuation of one97 up at 60k cr if they remain loss making with no focus).
Last is management and leadership is a problem
look at vss interview to cnbc.
So, future looks gloomy until they correct things.

Deal Lieutenant Deal Lieutenant
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RIL
Ambani is everywhere.he is also investing high amounts in renewable energy, solar power and ev batteries,which will make him lock horns with Tesla sooner rather than later and considering that he didnt let Starlink in India he will win the Indian territory.

J.K. Ansell Ltd. and Mankind Pharma jab list huyi to jaroor kharidna kabhi ghate me nahi rahoge

Deal Newbie Deal Newbie
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KPIT
AndhrSugar
Tata Motors
Praj Ind
Tata Power
Bajaj Finance
Tata Chemicals
MTartech

Deal Subedar Deal Subedar
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Dixon technology. 

Reason-  Huge demand in electronic and govt have goal to export 300 billion dollar worth electronic. So it can get more incentives. The company is already taking multiple partnership. It will be India Foxconn.

Deal Colonel Deal Colonel
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CDSL – Safe

TCS – Trust

RIL- Fast Growth

Deal Newbie Deal Newbie
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smartysuraj9737 wrote:

Reason

Artificial intelligence

Machine learning

Cloud computing

Smart mobility

Virtual reality

3d printing 

And many more  ( all are future Bussiness) 

beating QoQ / YoY (RESULTS )

TATA -BRAND I THINK ITS ENOUGH 


CMP 7183 

IF YOU JUST HOLD IT FOR 2 YEAR IT WOULD BE 2X/3X 

FOR 10 YEAR MUST HOLD STOCK 😍



TATA ELXSI NOW 7575 🔥🔥🔥🔥

Deal Major Deal Major
Admin
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Reliance

I feel they are taking all the right steps to safeguard their future growth
They also have enough capital to experiment and find the right winners

Analyst Analyst
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anthrax.ut wrote:

Reliance

I feel they are taking all the right steps to safeguard their future growth
They also have enough capital to experiment and find the right winners

Not into share market much, but one query: How does the company gets impacted when the chairman (or ceo, whatever that is) gets retired (or is no more); Lets say tomorrow Mukesh Ambani or Ratan Tata retires (or God forbid, he is no more), then how does this impact that whole of Reliance or Tata share (and it’s subsidiaries) ?
@bikidas2060 @MrKool_JJ @malikcool

Pro Shopping Friend Pro Shopping Friend
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BlueFlash wrote:

Not into share market much, but one query: How does the company gets impacted when the chairman (or ceo, whatever that is) gets retired (or is no more); Lets say tomorrow Mukesh Ambani or Ratan Tata retires (or God forbid, he is no more), then how does this impact that whole of Reliance or Tata share (and it’s subsidiaries) ?
@bikidas2060 @MrKool_JJ @malikcool

Not a specific answer to this. It will mostly depend on the person who is going to takeover the position.

We have 2 Ambani’s Mukesh*(Mu-Cash)* & Anil (A-Nil) one is richest person of our country & the other one declared bankruptcy.

Deal Major Deal Major
Admin
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BlueFlash wrote:

Not into share market much, but one query: How does the company gets impacted when the chairman (or ceo, whatever that is) gets retired (or is no more); Lets say tomorrow Mukesh Ambani or Ratan Tata retires (or God forbid, he is no more), then how does this impact that whole of Reliance or Tata share (and it’s subsidiaries) ?
@bikidas2060 @MrKool_JJ @malikcool

i would assume that, most of these guys also create a strong executive strength

for eg tata sons in lead by Natarajan Chandrasekaran and itself shows they have a strong team to fall back on



Flame Flame
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Reliance industries, because of its reach in multiple sectors now not only limited to petroleum is becoming a super power in India

Deal Cadet Deal Cadet
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DMart

Deal Newbie Deal Newbie
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SBI and TCS

Deal Lieutenant Deal Lieutenant
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malikcool wrote:

Not a specific answer to this. It will mostly depend on the person who is going to takeover the position.

We have 2 Ambani’s Mukesh*(Mu-Cash)* & Anil (A-Nil) one is richest person of our country & the other one declared bankruptcy.

i remember I heard same question 20 years back. 

what will be  reliance future once dhirubhai retires or no more. 😂


after 20 years I heard same question. Just name changed in that question. 😂


Deal Cadet Deal Cadet
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Idfc first bank
Sigachi industry

Commentator Commentator
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  1. OLECTRA
  2. GREAVES COTTON
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