CDSL, is one such example, as it comes in the same category.trader may use different brokerage, since maximum brokers are tied up with cdsl, every buy n sell will be benefit them.and slowly it is taking market share of nsdl.
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support. Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
Your analysis on wide range of chemical stocks is very good. You seem to have indepth knowledge in this area. If you can come up with videos on warren buffett letters to share holders it will be great source of learning for investors
Paaji anaysis gaya tel lene, one the best thing I like bout you is no dramatization. I am so sick and fed up of other analyzers they so much over-dramatize things like Soap Opera. ! Keep it up...
Bhai Tussi great ho!!! i have been watching you tube channels for stock knowledge and advice for couple of years but never seen anything like this. Most of the other channels will just talk about idiotic things to support their stock recommendation but you are providing such an in depth knowledge of company and industry that is amazing!!! I finished this book very recently and i can feel that this is how Peter lynch also managed his fund...which is by in-depth knowledge of the business and company that he invested in. Thanks for sharing all the info!!!
Sir Jo knowledge diye kash app marked down ke time diye hote to bohot kuch ho jata phir bhi salute to you sir. Keep motivate to us by your awesome video.
Thanks for your kind words :) Learning is more important as in long run, market will give opportunities. For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Heyy Bro CAMS is also one such business. Almost all the large MF houses, brokergages uses its services. ROCE is also above 20. Its intrinssic valuation is around 1100-1200. CMP:-1450
We would be coming up with Stock analysis of the same soon. Stay tuned :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Every video of yours has in depth understanding of domain. You enlightened all of us with clear explanation of pharma value chain (it has never been so simple). However I am skeptical about info edge. With my working knowledge of tech industry for more than 18 years, I would say their flagship naukri.com is gone business now (can explain in detail if you want).
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Amazed with the kind of depth you have achieved in your subject matter already bro…this is extraordinary! And such efforts bring exceptional rewards so stay committed 👍
The book Hidden Champions of the 21st century can be useful for understanding more about his concept. Also, Mold-Tek Packaging Ltd can also fall in this category (please cover that in future videos)
Thanks for your kind words :) Sure, stay tuned :) We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Very well explained, simple and easy to understand Surely....I am a nummbskull for missing this Gem (Video), if i watched earlier (7 months) ago, it would definitely benefitted me much more... but still holding one of the Example cited .....🎉🎉🎉🙏
I have worked in ABC bearing which is Bought by Timken. The cost of Employee, Mgf cost are very less which have been experiencing. Like Timken is Using ABC bearings as Low Cost manufacturing base. Even in All the companies were shut during Second wave conapny is only giving employement according to Locals.
Thanks for your kind words Rohan :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support. Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
As always, another excellent video, gave us a lot of perspective to think about valuing companies. Would love your views on the policy of coffee can investing methodology (similar to the Peter Lynch methodology here) by Saurabh Mukheerjea, thank you
Sir, this was a very insightful and mind-opening video! Thanks a lot for the efforts taken. Your videos act as teaching guides about investment which is very beneficial for long-term investors.
Hi Ishmohit! I’ve been following your channel for a couple of months now. Thank you for the amazing work you are doing. I wish you all the good luck in your endeavors. If possible please make a detailed analysis of Axtel industries. Thank you 🙏
Thank you so much for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey. Sure, we will soon cover it. Stay tuned
Hi sir this channel is wonderful do continue these education videos. I request you a detailed video on agriculture sectors with fertilizer companies on focus as govt is focussing on rural economy. Thanks 🙏
Sure, Stay tuned. We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Very insightful video. Keep up the good work. 👍 Can you make a video/analysis on market leader chemical stocks facing headwinds Aarti Industries ( contract cancellation) Pidilite Industries ( muted Q4) Fine Organic ( Q4 , China impact)
We did write some thing on Aarti: Aarti industries Update on Contract Cancelling: Total capex for the plant was 400 crores and the company would be receiving $120-130 million(800-900crores) as compensation as a part of the clause in the contract by the end of March 2022. When the contract was signed, there was less supply of this intermediate. The client has taken a longer strategic view and we expect the client to install the plant in his own country. Net present value loss is close to 25-30% based on all the earnings that would have accrued to the company. Company might forward integrate from intermediates to technical grade ingredients (basically from intermediate to the active salt that works in the pesticide). Company already works with the major agchem players. No change in guidance for next 2 years, Contract money to start coming in from Fy23 onwards. 1/3 rd to be received by 2021 and 2/3rd as a bullet payment by March 2022. Company is free to use this plant to sell this intermediate to other customers. Company has started working on the same. Seeing more enquiries due to covid 19 disruptions as clients are looking to diversify from China and de-risk supply chain. On promoter selling: indicated some years ago that we will be donating money to charity Cancelling of such big contracts is a very rare occurrence. As compensation clause is also included in the contract. My view: would give the management longer rope, if you just go and read their last 10 years of concall you will get to know the kind of business execution that they have done. I’ve been wrong in the past and expect to be wrong in the future, take my opinions with a bucket full of salt as I might be biased. Not a recommendation or any suggestions, only meant for educational purposes
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi Jitin! 😁 Thanks for watching our video! We appreciate your interest in our course. You can enrol in our course whenever you want, visit our website www.soic.in or email us at info@soic.in for information about our course. 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Sure, stay tuned. We also cover this in our SOIC Intensive course under SOIC 5 bucket Valuation Framework. For more details, do visit- www.soic.in/course
Awesome video. It enhance my knowledge and the way of thinking towards stocks. What is the difference between a value and a growing stock? What is your opinion and why??
Thanks Rakesh for your kind words :) Hope to add more value in your investing journey. Sure, we will soon cover in depth in our Sectoral Webinar Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs
Quite Informative video. Thank you for your efforts. I would like to request if you can make video on Lubricant sector. PSU (HPCL/IOCL/BPCL) v/s Private (CASTROL/SHELL/PETRONAS/EXXONMOBIL) because somehow this product - Lubricant -(Automotive & Industrial) plays a vital role in our today economy.
Hi Anil!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content was insightful for you. 💯 We hope you continue to learn along with us! 😁👍 We look forward to your feedback on our analysis of Laurus Labs’s Annual Report, coming on Friday at 11 a.m. 📌📣
Friend your videos are simply superb .Not only the presentation but content is also mind-blowing.However I didn't liked the webinar of platform business since the other guy was not delivering in a systematic manner.I felt he was just reading the news .I acknowledge he would be a knowledgeable person but he needs to do lot of improvement if he wants to progress in L&D field.I know I am blunt but I am writing this for your future benefits and progress in this field .Please take this as elder brothers advice rather than a criticism. Keep doing the good work...Cheers!!
Thanks for your kind words & we have noted your suggestion :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Very good content . Request you to ,add earning CAGR of past 10/5 years alongwith ROCE / ROE aas both these things together make investors wealth grow . Of course in case of course like infoedge - where benefits are more in future - there it may be future earning growth potential - otherwise historical earning growth and ROE both should be mentioned sir
Yes, it can be. We are planning for a webinar to platform companies soon :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
I think in the above categorie, companies like India Mart and Affle may be included as they are related to platform providing business model. Kindly clarify as I am doing research on these two stocks..
Yes, both of them can be included. Very interesting business models including Info Edge. Soon we will be covering platform companies in our upcoming webinar or videos. For more information on business & industry analysis, kindly visit- www.soic.in/blogs
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