It’s on a stand; Defense not reached by investors in value: Digit Haaria

It’s on a stand; Defense not reached by investors in value: Digit Haaria

Diga HariaCo-founder, Greedge Treasure,, States It is stock Face the muted expected because of AI’s risks and economic uncertainty, maintaining technical trading on basic analysis. the the defense sectorExperienced strong growth between 2020 and 2024, boasting of long-ordering books and positive feelings. While existing investors can benefit, new entrants can find better opportunities in related industries such as ship-making or Material material advocates.

I think the litmus test is about to come soon. The earnings period comes and we start over and over again. Is another uncomfortable quarter in the store for us?
Diga Haaria: Yes, I think its stocks do not expect any large and they have a high base and muted guidance. This risk has and also the US economy also continues to oscillate between hope and fear. This is a setup where even the dollar is unstable. So, they’ll just do technical bounces and technical a better way to play it now than they are as they don’t do so they do good or anything. It remains in a strong trading zone.

Besides, the defense counters bind and we see a lot of news that flow. One of the stocks is Bel, which appears to plague all the time. What is your total to come to defense as a pack now? Yes, there are concerns about valuations, but how do you see the sector altogether?
Diga Haaria: This sector began the great growth journey from 2020 to 2023. The sector was well made. It grows over 15%; Good companies may grow 20-25%. The order books are high. The penny is big. Spend of the Defense all over the world. So, whatever is good to happen. Old investors should stay put and enjoy riding a few more years but for a new investor, it’s always a point of inconvenience and it may have happened in the past two years. However, the elderly enjoy riding, while newgivers should struggle and hope for a correction or try and find proxies.

For example, all shipardings sell good valuations. It is very difficult to say that you make a lot of money from levels, but people like us have no other choice but finding derivatives, like ship buildings with many welding activities. So companies provide welding materials, are the proxies that can play defense. But defending itself is greatly appreciated, and right. And yes, it’s hard for an amount of investor with a big stake in that sector now.

What do you get what shaped when part of the paint sector? JSW paintings are removed Akzo Nobel and seeks to be the third largest entity within the paint sector. On the other hand, Grease It says that Asian paintings abuses their largest position, and try different ways to keep their primary position in the market. CCI also commands the investigation. How do you see the picture of Sector of paint shape and what does this mean for companies involved?
Diga Haaria: Yes, it’s three years of pain for liking the likes Asian paintings and berger paintings. Since Grasim and JSW announced their entries, the sector has been in pain and it is a coincidence that even the growth of the category grown in the sector’s growth. So, growth fell and the competition increases. Net-net, see, the sector cannot be as attractive as the past decade, but we can say that a player may be, Akzo Nobel sold in JSW.


So there’s a player less arguing. But to say that, Birla Opus and JSP paintings should be used in their capacities and sell their products to the market. It will take a lot of time for the sector to start with the normal economy and when I say normal economy, it is 10% of income growth and perhaps 12-13% of income growth class. Even those modest expectations are some time away. So, while we can say that many of these paint stocks are lowered in price terms of price, it is not as if they were humbled. They go to 30% tomorrow. For making returns, they should wait for another 12-18 months. Asia paints are known to have aggressive market habits when part of distribution and if competitive, these things happen. So what happens to the business side of things and yes, Asian paintings may pay good and things continue, that’s what we think.

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