저자: SahilKhad · 외국인
요약 보기
인도 정부의 11개 공항 민영화 추진(2026년 회계연도 내, 4.7조 루피 목표)과 라이엘의 러시아산 원유 정제·수출 수혜 주장. 스타링크 위성인터넷 속도·확장 계획, 그록 영상 기능 기대. 트럼프 관세와 베트남 트랜스시프먼트 우려, 페이퍼 기업 파산 등 미국 소매 업계 악화 언급. 버핏의 부동산 중개사업 매각을 미국 부동산 위기 신호로 해석하는 시각과 인도 부동산 가격 과열 우려 제기. 전반적으로 개별 자산에 대한 명시적 가격 전망은 없음.
다듬은 글
Hi guys, my name is Sahil Khad and let's start today's video. The first news is about our government. The government is planning to privatize 11 more airports by the end of financial year 2026, which means within a year, we will see 11 more airports being privatized. The government's plan is that six loss-making airports will be bundled with profitable ones, due to which the government airports will also be removed and the government will also accumulate capital somewhere.
In the budget that has been released this time, the plan is that Rs 47,000 lakh crore will be collected through this investment in the coming financial year and because of this, our deficit will be seen getting controlled. If you have been following this channel for a long time, then I used to call this thing the sell- eat movement.
Rest of Reliance, fuel worth Rs 1 crore which was ordered from Russia has been sold to USA. Wow brother, wow, this is the fun. You are taking it from Russia and after that You're processing and refining it within India, and then selling it to the US. This is the biggest example of why India appears to benefit from sanctions.
There was a conflict with Russia, and the US imposed sanctions on them. But it didn't hurt Russia. Russia suffered a slight loss, but India benefited greatly from it. India was friends with Russia. Indians bought oil from the Russians at a cheap rate, then refined it within India, and then sold it outside India to the places where Russia used to sell.
So, Russia didn't get the oil directly; it got it through a roundabout route, and in between, the Indian company earned a profit. I had said the same thing in the previous news as well. Because of these sanctions being imposed, the US may suffer more losses, while India may not suffer as much losses.
In this, a person is telling me that you are in cahoots with the government, you are running propaganda. I don't cover news. It was SBI Research data that said that sanctions are being imposed. It wo n't have that much impact on India but it will have more impact on the US and I was explaining this thing from a long time ago that logically I don't have any political tilt, I give my opinion, sometimes I criticize someone and sometimes I praise someone, for me everyone is grey, for you someone might be black, someone might be white but I consider everyone grey, there are some good things and some bad things in everyone, as for the rest, if we talk about Reliance, they have acquired the rights of Sun Crush in India, that means they will sell it in India, Sun Crush is the brand of Muttiah Murali Charan, who was a bowler, brother, you will get 200 AA, the rate in the market for 2020 is around this, talk about Trop Kana or talk about anyone else, it is right brother, many people did not understand its flavour, so they introduced different flavours, they introduced many things like Jeera Inai, then many people were saying that brother no brother, we want energy drink type things, these Sinks have entered into that as well They eliminated the competitor, then the electrolyte market was emerging and they are going into it too, which means they are doing a great job.
Now, how big will the business become in the market, whether it will become profitable or not, time will tell. Rest, expect cola war in two to three months, that is, by May, believe it will be at its peak, where you can get software at very cheap rates. Rest, if we talk about Starling, then j and airtelbank.com, what is the region, which is Indian Technologies, can offer speeds of 30 to 50 Gbps and that can go up to tera bits per second.
There is a huge difference. If seen from a use case point of view, even 30 to 50 Gbps is a huge speed. Currently, Starling has 4400 first generation satellites in the air and around 100 are second generation and their plan is to launch 30,000 second generation satellites, so expect connectivity speeds and everything.
I personally get very excited for satellite internet, that there will be no tension about wires. It's not on the go, you're traveling in your car, you're traveling anywhere, the internet will be available comfortably, there's no need to recharge the SIM card, all the investment will go towards the video model, and they've also received a good amount of funding, the amount is not publicly disclosed yet, but Google has acquired them, which means we'll probably see videos in Grok as well.
Currently, there's Open AI's Sora, which offers good videos, there's Google 2, and there are many other models in the market. Let's talk about running. Now, in the coming time, we'll get to see Grok videos from Elon Musk as well. Elon Musk recently hinted that we'll see Grok videos in a few months, so this acquisition was probably done for that.
Before going into the video, I'd like to remind you that you did n't press the like button, press the like button, subscribe to the channel. I keep bringing you daily business news like this. Talking about Donald Trump, it's believed that Vietnam is going to be next on the tariff list, meaning some sanctions will be imposed on them, etc.
Or tariffs should be increased. Something will have to be done because there is a trade surplus of over $123 billion there. If we talk about 2024, this means that they export more to the US and import less from the US. And Donald Trump is saying that we want Make in the US. In this regard, they are imposing sanctions somewhere, increasing tariffs, meaning they are increasing taxes so that if a foreign product comes to their country, its rate increases so much that people will not buy it.
And if there is local manufacturing somewhere, it will benefit. But let's see what happens or what does not happen. Will Vietnam and the US negotiate among themselves? They may also bargain on some areas, only time will tell. The problem may arise in one place in Vietnam, that is, there is a lot of trans-shipment there.
Trans-shipment means that Chinese goods cannot be sold or there are high taxes on them, unknowingly in the US. So what the Chinese do is they sell in Vietnam, then go around Vietnam and sell it. Similarly, a lot of goods come into India which are banned from many places, they travel, they leave from China, then they get loaded at a port, from there they come to Gujarat port, then they enter India, now at which port it gets loaded, tell me in the comment section, maybe some people with a little understanding will be able to guess these things, otherwise they will talk about February 21, so they have filed for banker's pension, this might sound a bit strange to you, if you have been following us for a long time, then brother, this is the second time this has happened in 6 years, so if you think you have heard this news before, then you definitely heard it, this time they have said that the reason for our ruin is that these are basically Chinese companies, which are selling good quality products at very cheap rates in the US, due to which February 21 and many other brands are facing difficulty in competing, perhaps this is the reason Donald Trump is pushing that brother, stay away from China, somewhere or the other, US businesses seem to be deteriorating.
Because of China, the US is no longer as competitive as it should have been. From a tech perspective, the US is far ahead today, but China is progressing very rapidly, and to prevent China from becoming a major power in the future, Donald Trump is pushing the US to do something dangerous again. If we talk about Favour 21, when it first filed for bankruptcy protection, it was later acquired.
Ladd, the current CEO of Favour 21, says that acquiring Favour 21 was the biggest mistake. He tried very hard to cut costs, reducing rent by 50%, which saved $50 million. But even then, the company could not survive. It owes $1.5 billion in loans and more than $100 million in debt. Clothing manufacturers in China and Korea had 43,000 employees at their peak.
They had $4 billion in assets. There used to be annual sales but today look where it has reached from here. If we are firing 55 employees, we are not firing them now, they said that we will fire them gradually till 2029 and why is it being done because there is not much demand for EV vehicles because Chinese competitors have come and they are seen spoiling their market.
The Chinese are offering good quality and are also giving low prices, the technology is also sound, to fight this, the AI people have made a technique that brother we will collect 1 billion euros annually, that is, we will save by reducing some of our processes and will invest 8 billion euros in the German factory so that we can move towards EV and AI advancement, which is a smart thing, if you come to know, you assume honestly that your competitor is better than you, then you should not get egoistic to fight with him, you should improve your shortcomings, focus on that, take two steps back so that you can go five steps ahead, by the way, this dialogue was very good, if we Talking about Buffett, he sold his real estate brokerage business.
The amount for which he sold it is currently undisclosed. Home Services of America was the brand name. 820 was sold to whom? Compass, which is the second- largest brokerage business in the US. Now, people are saying that if Warren Buffett sold it, it means a crash is coming, something dangerous is about to happen.
Recently, we saw home prices in the US falling in a strange way. Many homes have come on the market, but people are not buying because there is an economic downturn. Property evolved somewhere during the 2007 crash. Warren Buffett has accumulated a lot of money. He has been saving money for a long time since the time of Covid.
Meaning, he earned some money during Covid, after that he is going to slowly accumulate money again. He is waiting for a big crash to come, then he will invest. Talking about the rest of India, real estate developers have purchased 6,000 acres of land in the last two years, out of which, he has 90,000 crore rupees.
72% of the purchases have been made in places like Mumbai, Delhi NCR, Bengaluru, Hyderabad. I am giving my personal opinion. I personally feel that these real estate people or brokers, property dealers, all of them have increased the prices in the market a lot, more than the actual price. This is my opinion.
I am telling you about Delhi because I did some surveys in many places, it is not justified at all. Brother, the rates that people have increased do not seem to be justified. If there is an economic downturn, then the prices of all these properties will also be seen correcting. I feel that only time will tell.
When I talk to my father, he tells me that no son, property rates never decrease, property increases, it stops and always increases, but I don't know, I feel that some kind of property crash may come because the rates have increased unnecessarily in the market. Talking about Amitabh Bachchan, he has become the highest paying celebrity of India.
He paid an income tax of Rs 120 crore in the financial year 2025. He has even surpassed Khan. He earned 50 crores, out of which he paid tax of ₹10 crores. Last year it was ₹71 crores, which means there has been a rise of ₹69 crores. Last year, Shah Rukh Khan was number one with ₹92 crores. If we look at the bajajelectricals.com joint venture, it will be seen ending when the acquisition money goes.
After that, the next news is of an agri startup Deep Rooted, they have shut down their operations. It is not a good thing brother, it does not feel good to hear this. The company had raised 18 million dollars till now, out of which 12.5 million dollars were raised in the Series A round within September 2022 itself.
And the company seems to be shutting down. Before the time of Covid, they used to do B2B supply to 120 restaurants in Bengaluru. Then after that, even after Covid, they tried the B2C model, but there was no traction. After that, in the beginning of 2024, they joined Quick Commerce with the intention of supplying B2B again, but the business did not develop.
The bad news is that another major failure is emerging in this industry. Fazo, which recently appeared to be shutting down, had raised $65 million. Talking about Pilgrim, they have raised $200 crore. It is being said that this has primary and secondary funding, meaning someone has earned money and someone's shares have also been sold.
The company's revenue has increased by 2.66%, reaching almost $200 crore in FY24. In FY24, it used to be $ 76 crore. Talking about losses, it appears to be under control. They have reported losses of around $26 crore. The company's ARR is $800 crore, and the plan is to reach $1000 crore by the end of this year.
The company says that if we talk about the online space, it is profitable, but the overall business is slightly in loss. Those who are interested in this brand I don't know if it is a beauty personal care D2S brand. If we talk about Elze India, then SEBI has approved their IPO of Rs 15000 crore, so soon we will get to see the IPO.
The company had reported a revenue of more than Rs 21000 crore in the financial year 24, where the company is also profitable. If we talk about PAT, then the PAT was more than Rs 1500 crore, which was seen increasing more than 12 times. If you look carefully, the company has a revenue of more than Rs 21000 crore.
An IPO of Rs 15000 crore is coming. Is this valuation correct or not, tell us in the comment section. If we talk about NPCI, then it is planning to tighten the rules for UPI fraud. Basically, there are two options in UPI, one is push and the other is pull. What happens in push is that I sent you money, like I went to the QR code, I scanned it or filled your number and sent it to you.
This is push pull. What happened was that I entered your number in my phone and I requested money, you will get a notification and you will make that payment. Normally, if you go to a big food joint or an outside outlet, etc., to make a UPI payment there, they say, " Tell me your number, sir." Then it comes to us and we have to approve it.
I've seen it on many online platforms where we have to give a mandate, where we have to approve it in advance. All these things come under the bridge. Now, efforts are being made to make the bridge thing sticker. Some things should be done in it so that it cannot be misused. Talking about Domino's Pizza, they have won a trademark case.
There were two restaurants in India, Dominic's Pizza and Dondo Pizza. Domino's has won its trademark case against both of them, which means they cannot use their name. And you know what the game was, you kept a similar sounding name and you are trying to do it like this, brother, this is what happens.
You typed that. I also wrote things that made many people who are not aware, from tier two and tier three cities, get trapped. They thought, brother, this must be the original, this name sounds familiar. Many of you are very smart, who know that there is a difference between Dominic's Pizza and Domino's Pizza.
The logos in both are different, everything is different, but somewhere many people think, hey, it's a familiar name, it's a familiar name, and somewhere they take advantage of the Domino's name. The court has also said something similar that this is not right. If we talk about Saudi Arabia, they are going to invest $800 million dollars on their cricket league.
Everyone is spending money lavishly on their cricket league. Will they be able to compete with IPL? This is a big question because IPL has Indian players, Indian population. If Indian players do n't go to play somewhere, then business will not be able to be created there. Let's see what the Saudi Arabians do, how they pull it off or talk to the Indian government.
Brother, we have to play Indian players. Let's talk about the Indian stock market, then yesterday also it was seen rising continuously for the last two days the market is going well, brother yesterday Zomato was seen rising at 7, ICICI was seen rising more than 3, Mahindra means they were the top gainers of Sensex, if you see inside Nifty there are only three companies which have been in loss and in loss bajajelectricals.com
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