OPINION ON POST COVID-19 COMPANIES WHICH WILL B...

OPINION ON POST COVID-19 COMPANIES WHICH WILL BE IMPACTED - IMPACT ON SHARE MARKET

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POST COVID-19

FACTOR DETERMINING SUPPLY SIDESUPPLY OF PRODUCTS AND SERVICES

1. RAW MATERIAL
2. LABOUR
3. GEO GRAPHICAL LOCATION
4. TRANSPORTATION OF GOODS
5. OTHER FACTORS

FACTORS DETERMINING DEMAND SIDE- DEMAND OF PRODUCTS AND SERVICES

1. PRICE
2. INCOME AND CAPACITY OF BUYER
3. WILLINGNESS TO BUY OR POSTPONE THE PURCHASE DUE TO LACK OF LIQUIDITY IN NEAR TERM (SHORT TERM)
4. OTHER FACTORS

RAW MATERIAL
GENERALLY POST COVID-19, I SEE RAW MATERIAL MAY NOT BE AVAILABLE FOR MANY PRODUCTS DUE TO LACK OF WORKERS BEING MOBILISATION, LETS SAY READY MADE GARMENT WE ARE TALKING ABOUT, BUT SINCE COTTON PRODUCTION ON FARM. IT IS ALSO NOTED THAT PRESENT STOCK OF CLOTH MAY BE THERE AND MAY BE UTILISED IN FIRST 2 MONTH (AS PER CYCLE OR THEY MAY HOARD FOR BETTER PRICE).

LABOUR
LOCAL LABOUR MAY COME TO WORK BUT MIGRANT LABOUR MAY NOT COME TO WORK THAT EASILY. EVEN LOCAL LABOUR MAY LOOK TO OTHER COMPANIES WHO ARE OFFERING THEM BETTER WAGES SO THERE MIGHT BE DISRUPTION.

GEO GRAPHICAL LOCATION
AN INDUSTRY OR A COMPANY HAVING NEARNESS TO THEIR SUPPLIERS WILL HAVE MORE BENEFICIAL AS THEY WILL MORE FREQUENTLY ABLE TO VISIT THEIR SUPPLIERS AND THEY WILL ABLE TO ACCESS THEM AND SITUATIONS AND TAKE DECISIONS.
AN INDUSTRY OR COMPANY NEAR TO THEIR CUSTOMS WILL HAVE MORE DEMAND ACCESS AND WILL ABLE TO TAKE TIMELY DECISION ON SUPPLY.
SO COMPANIES HAVING ONE OFFICE NEAR TO THEIR SALES AND FACTORY NEAR TO THEIR RESOURCES WILL BENEFIT.

TRANSPORT OF GOODS
IF COVID 19 HAS RESULTED INTO LIFTING OF LOCKDOWN IN PHASED MANNER, IT WILL RESULT INTO MORE TRANSPORTATION COST FOR COVID-19 AFFECTED AREAS AND STABILISING AFTER REDUCTION IN CASES OR AFTER CERTAIN TIME PASSES ON.

DEMAND SIDE
PRICE
PRICE OF CERTAIN GOODS/SERVICES WILL SOAR AND PRICE OF CERTAIN GOODS/SERVICES WILL DECLINE BASED ON THEIR ESSENTIALITY. PEOPLE WILL ALSO SPARE SOME MORE MONEY TOWARDS INSURANCE.

INCOME/CAPACITY OF BUYER
PEOPLE INCOME BEING BADLY AFFECTED THEIR PURCHASING POWER WILL BE AFFECTED AND WILL RESULT INTO LOWER CONSUMPTION OF NON ESSENTIAL GOODS.

REALTY SECTORS AND FINANCE SECTORS WILL BE WORSELY AFFECTED AND MANY OF BUILDERS MAY TURN BANK KRUPT. THERE WILL BE NEW OPPORTUNITIES AS WELL, LIKE CERTAIN NEW START UP IS USING THIS OPPORTUNITY AND SUPPLYING FOOD DOOR TO DOOR, IF THEY SUPPLY QUALITY (THOUGH AT HIGHER PRICE) AS OF NOW AND AFTER SITUATIONS NORMALISE, THEY MAY STILL REMAIN IN PLAY OR ELSE THEY WILL BE OUT.

AGRICULTURAL SECTOR, AGRICULTURAL SECTOR WHERE THERE IS AVAILABILITY OF LABOURERS AND RESOURCES WILL FLOURISH AND MAY FETCH HIGHER RETURNS

DESPITE ALL ABOVE , SOME POSITIVE OUTLOOK, CERTAIN COUNTRIES LIKE JAPAN MAY START REMOVING THEIR CERTAIN BASIC SECTORS LIKE MEDICAL FROM CHINA TO THEIR COUNTRY AND SOME OTHER COUNTRIES IF THIS WORK OUT THIS MAY BE USED AS OPPORTUNITY ( THOUGH CERTAIN COUNTRIES LIKE BANGLADESH AND OTHER AFRICAN COUNTRIES PROVIDE CHEAPER LABOUR AND TAX FREE ZONES MAY GAIN MORE IMPORTANCE).

CERTAIN COUNTRIES NOW REQUIRE THEIR COMPANIES TO DIVERSIFY THEIR MANUFACURING PORTFOLIO ACCROSS THE GLOBE AND THIS MAY BE TAKEN POSITIVE OR NEGATIVE.

I REQUEST FOR OPINION OF DIMERS AND SOME SHARE MARKET COMPANIES HAVING WORKERS AND RESOURCES NEARNESS TO THEIR FACTORY AND MAY LEAD AFTER LOCKDOWN IN BSE OR NSE.

21 Comments  |  
8 Dimers
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Blogger
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If you typed all of that, next time please be kind enough to turn off caps lock.

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Deal Cadet
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rsai01 wrote:

If you typed all of that, next time please be kind enough to turn off caps lock please.

It feels kaafi aggressive

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Deal Cadet
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I am hearing deepak parekh meeting, I come to one Conclussion, delay your real estate purchase atleast for 2 years and you will get proper discount upto 20%.

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Blogger
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caps makes it difficult to comprehend

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Deal Newbie
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OSPG wrote:

I am hearing deepak parekh meeting, I come to one Conclussion, delay your real estate purchase atleast for 2 years and you will get proper discount upto 20%.

Can u share the link pls

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Deal Cadet
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it is on zoom on registration basis, so it is closed now for registration since it is running.

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Deal Cadet
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hiranandani sir and other 5500 participants are there

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Deal Cadet
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builders are asking for stimulus package and restructuring of loans but all this is waste unless there is price reduction. they are also asking for stamp duty payment postment for 1 year and others etc.

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Shopping Friend
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what about Mumbai region real estate – will prices now fall rolleyes

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Deal Cadet
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In simple words, the industry which purely works with human physical man power. virtual man power like WFH abled are affected 40%, others 80-90%

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Deal Cadet
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Yes but bankers are suggesting them to tie up or find financier but they are reluctant to do the same as they are fearing their profits will be taken away by them

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Deal Newbie
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OSPG wrote:

builders are asking for stimulus package and restructuring of loans but all this is waste unless there is price reduction. they are also asking for stamp duty payment postment for 1 year and others etc.

Is this what Deepak Parekh said?

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Deal Cadet
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nitin gadkari sir is live on facebook application on credmchi

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Deal Cadet
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No Mr Hiranandani and Others at MCHI asked to deepak parekh to send their voices to higher level to RBI and Finance Ministry

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Deal Cadet
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Also they (builders) are in deep crisis, do not lend to builders a single rupee or else your money won’t come.

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Deal Cadet
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Also Deepak Parekh predicted that this is not the bottom of the Share Market and face new Bottom in coming days so to keep money with you to invest at new bottom.

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Deal Cadet
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PTC India good Dividend paying Company Rs. 4 dividend every year last year given in may 19 this year also they may give due to governmwnt pressure for funds

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Deal Cadet
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Do your reaearch and take decision

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Deal Cadet
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Have a gut feeling, investment would grow ten times if one invests wisely, but timing is very important here….had invested in the similar situation in 2008 and exited very early i.e 2010, if same thing I would have hold on till 2017 it could have grown upto 10 times.. roughly i made 90k of 58k that time….5.8L was the total value in 2017…..will also try my luck this time, but getting that timing right is very difficult. 1lac would be the investment this time…but the time frame will be for atleast 10 years.

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