Big Investors are buying these stocks | Multibagger Stocks

Summary

The video discusses three unique stocks in India that have recently seen significant investment. It covers Sen Exploration Technology, a company involved in oil and gas exploration, which has shown consistent growth despite market fluctuations. The video also analyzes Office Pe Solutions, a provider of flexible workspaces that has recently listed in the market and has shown promising financials. Lastly, Jana Small Finance Bank is discussed, highlighting its impressive deposit growth and the challenges it faces in the banking industry.

Takeaways

• 📈 The video discusses three stocks that have recently seen significant investment from major Indian investors, indicating a potential area of interest for retail investors.
• 🔍 One of the companies highlighted is Senex Exploration Technologies, which is involved in oil and gas exploration and production in India, with a unique business model and recent developments that could be of interest to investors.
• 📉 The video advises caution when investing in stocks just because large investors are buying, as their exit strategies and market timing can lead to fluctuations in stock prices.
• 💼 The discussion includes financial details of Senex Exploration Technologies, such as its market cap, stock price, and financial ratios, providing a snapshot of the company's current financial health.
• 📊 The presenter reviews the company's operational fields and recent growth, including new acquisitions and fields that could significantly increase future production.
• 💼 The second company discussed is Office Space Solutions, which provides flexible workspace solutions and has seen rapid growth in a niche market segment.
• 🌐 Office Space Solutions is noted for its presence in 17 cities with over 160 centers and a revenue of approximately 900 crores, indicating a substantial market reach.
• 📊 The company's financials show consistent growth in revenue from operations, EBITDA, and net profit after tax, suggesting a healthy financial trajectory.
• 🏦 The third company discussed is Jana Small Finance Bank, which has experienced a significant drop in stock price post-IPO and is dealing with industry-wide challenges.
• 💹 Despite the drop in stock price, Jana Small Finance Bank has shown impressive deposit growth, particularly in CASA (Current Account, Savings Account), which is a positive sign for a bank.
• 🌐 The video concludes with a cautionary note on the industry-wide problem of a deposit crunch affecting Indian banks and its impact on stock prices.

Q & A

What is the main topic of the video?

The main topic of the video is a discussion about three stocks that have recently seen an increase in investments from big investors in India.

What is the advice given by the speaker about investing in stocks with big investors?

The speaker advises that if big investors are buying a stock, one should consider investing in those stocks. However, if these investors exit the company, the impact will be visible in the next quarter's results, and the stocks might be seen falling.

What is the first company discussed in the video?

The first company discussed is a company named 'Sensex Exploration Technology', which is involved in oil and gas exploration and production in India.

Who is Dolly Rajiv Khanna and why is he significant in the discussion?

Dolly Rajiv Khanna is a well-known investor who is famous for picking small and mid-cap companies that have the potential to become multi-baggers. His investment in 'Sensex Exploration Technology' is significant as it indicates his faith in the company's growth.

What is the business model of 'Sensex Exploration Technology'?

The business model of 'Sensex Exploration Technology' involves acquiring licenses for oil and gas fields, exploring these fields for oil and gas, developing the wells, producing the oil and gas, and then selling it in the market.

What are the main operational fields of 'Sensex Exploration Technology'?

The main operational fields of 'Sensex Exploration Technology' are in Bakkal, Kadi Soni, and Lohar, where the company has been producing oil and gas.

What recent developments has the company experienced that indicate significant growth?

The company has recently seen significant growth through acquisitions and mergers, which are expected to increase its production of oil and gas in the future.

What is the financial status of 'Sensex Exploration Technology'?

The financial status of 'Sensex Exploration Technology' is discussed in terms of its market cap, stock price, and financial ratios like operating profit margin and debt to equity ratio.

What is the second company discussed in the video?

The second company discussed is 'Office Base Solutions', which is a recently listed company and provides flexible workspace solutions.

Who is Ashish Kacholia and why is he mentioned in the video?

Ashish Kacholia is a famous investor known for picking unique companies. He holds a significant stake in 'Office Base Solutions', which adds credibility to the company's potential.

What is the business model of 'Office Base Solutions'?

The business model of 'Office Base Solutions' involves providing flexible workspace solutions to businesses that need office space on a temporary or short-term basis.

What is the growth potential of the flexible workspace industry in India?

The flexible workspace industry in India is one of the fastest-growing sectors, with growth rates ranging from 17% to 27% CAGR, depending on the city.