Budget 2024 Special Stocks List ( कल तैयार रहना , इन शेयर्स में होगा बड़ा एक्शन ) | Equity | SMKC

Summary

The video script discusses the anticipation of the budget announcement in India, focusing on potential impacts on various sectors such as retail, housing finance, renewable energy, and more. It speculates on the possible inclusion of Section 54 EC in the budget, which could affect stocks like HUDCO and REC. The script also covers expectations from the railway budget, defense sector, and infrastructure, hinting at how these areas might receive funding and policy support. It advises viewers to watch the market's reaction to these budgetary expectations, emphasizing that the information is for study purposes only and not financial advice.

Takeaways

• 📈 The video discusses the anticipation of the budget announcement and its potential impact on specific stocks and sectors.
• 🏢 There is a focus on the Housing and Finance sectors, with HUDCO and RELDA stocks expected to be in the spotlight due to possible inclusion in Section 54 EC for tax benefits.
• 🚄 The Railway stocks are also anticipated to be affected by the budget, with expectations of increased allocation and related announcements.
• 🛡 The Defense sector is expected to remain in focus, with potential budgetary allocations and announcements that could impact related companies.
• 🚢 Shipping companies are mentioned as potentially being affected by budgetary decisions and development funds, with an emphasis on Green Shipping initiatives.
• 🏗 Infrastructure-related companies are highlighted as a major sector to watch, with expectations of increased CAPEX and related opportunities for construction and development firms.
• 💹 The video mentions the impact of changes in LTCG (Long-Term Capital Gains) tax rates on the stock market and the potential effects on retail investors and trading volumes.
• 📊 There is a discussion on the importance of the budget not just in terms of increased allocations but also the quality of the growth and how it is perceived by the market.
• 📉 The potential negative impact on Stock Brokerage firms if there are restrictions or additional taxes on F&O (Futures & Options) trading is highlighted.
• 💼 The video suggests that if the corporate tax rate is reduced, it could be beneficial for companies with significant Mutual Fund investments.
• 🏠 Housing finance companies like HDFC could be positively impacted if the government promotes housing and provides tax benefits or incentives.

Q & A

What is the main topic of the video?

The main topic of the video is the anticipation of the budget announcement and its potential impact on various stocks and sectors.

What is the significance of Section 54 EC in the context of the video?

Section 54 EC is significant because it is expected to be included in the budget, potentially affecting the availability of funds for certain stocks and sectors.

Which stocks are expected to be in focus due to their relation to housing finance?

Housing finance related stocks like HUDCO and REDD are expected to be in focus due to their potential inclusion in Section 54 EC, which could provide them with access to cheaper funds.

What is the potential impact of the budget on renewable energy related stocks?

Renewable energy related stocks could benefit from the budget if there are favorable announcements related to finance and funding, similar to how housing finance stocks might benefit.

What is the role of Railway stocks in the context of the video?

Railway stocks are expected to be in focus due to the anticipation of the railway budget and the potential announcements related to allocations and projects.

How does the budget allocation for defense sector impact related stocks?

The budget allocation for the defense sector can significantly impact related stocks, as increased funding could lead to growth and opportunities for companies in this sector.

What is the potential impact of the budget on shipping related stocks?

Shipping related stocks could be affected by the budget if there are announcements related to the development fund, revival of certain schemes, or initiatives like green shipping.

How does the budget affect infrastructure related stocks?

Infrastructure related stocks could see a focus if the budget includes significant allocations for infrastructure development, as this could lead to increased projects and opportunities for companies in this sector.

What is the potential impact of the budget on stock brokers and trading platforms?

If the budget introduces restrictions or taxes on futures and options trading, it could negatively impact stock brokers and trading platforms as their profits largely depend on trading volumes.

What is the significance of LTCG in the context of the video?

Long Term Capital Gains (LTCG) is significant as any changes in tax regulations related to LTCG in the budget could affect the profitability and strategies of investors and trading platforms.

How does the budget affect mutual fund companies and their taxation?

Mutual fund companies could be affected by changes in taxation rules in the budget, especially if there are adjustments to the tax rates on dividends or capital gains.