Why are Parag Parikh & Quant MF buying this stock? 🤔

Подписаться 374 тыс.

Просмотров 119 тыс.

50% 1

🏫 SOIC Membership - Use Code: SOICBONUS10 (only for 1 year of membership): learn.soic.in/learn/SOIC-Course
🎓 Master the Sector Allocation: learn.soic.in/learn/fast-chec...
🔎 SOIC Stock Scan Tool: www.stockscans.in/home
🎓 SOIC Research : www.soicresearch.in/home?subs...
🔎 DII/FII Shareholding Increase: www.screener.in/screens/10495...
📺 Chola Fin Video: • I studied a Multibagge...
📺 Triveni Engg Video: • One Midcap Market Lead...
Presentation: soic.learnyst.site/eidparry
Google Sheet: docs.google.com/spreadsheets/...
📖 SOIC Book Store: www.soic.in/books
📕 SOIC Investing Journal: rzp.io/l/2pAnvPK
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 10% off at the time of signing up. :)
www.soic.in/tijorifinance
📰 Link to the SOIC Newsletter: soic.in/blogs
Link to Trading View: www.soic.in/tradingview
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
Murugappa Group has created enormous wealth through various listed entities. Today, we take a look at another business from their stable.
There is something special in the analysis of this business which most people miss out on. Whereas it drives the bulk of valuations in this business.
Hope you'll like this video and presentation.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
00:00 Intro: How it got filtered?
03:08 Proven Management
06:46 Business Strategy
14:29 Valuations and Thesis-Antithesis
18:32 Technicals
19:58 Learnings
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
Connect with us on:
🔗 Website: soic.in/
📱 Android Mobile Application:
play.google.com/store/apps/de...
🐦 Twitter: / soicfinance
📸 Instagram: / intrinsicco. .
📧 Email: info@soic.in
🎞 Presentation Link: www.soic.in/visualization
🎥 RU-vid: ru-vid.com/show-UCB7G...
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic

Опубликовано:

28 июн 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 276

@chandrashekharjakhalekar1746 13 дней назад

Very Nice information/ Guidelines. Also Nice analysis. Thanks a lot.

@balaa6 13 дней назад

Thanks - Excellent & Crisp Info....

@pranavpatil8226 13 дней назад

I bought it at 650 analysing this only that ppfas and quant bought it and delighted to see the video on the same 🔥🔥🔥🔥

@dude3099 13 дней назад

What is the quickest way to find that a mutual fund has picked up a stock? Is it declared as a bulk deal on bse? Or does it come in the news?? Tia.

@RupamSardar-lg5bs 13 дней назад

How to check that ... What mf buy ?

@pranavpatil8226 13 дней назад

@@dude3099 there is a requirement to disclose the monthly portfolio of mutual funds by SEBI so every month holding statement is easily available.. also you can use apps like ind money/et money where you can search a MF and go into holdings

@sandeepva6409 13 дней назад

@@dude3099 You can find it in block deals at the end of the day

@Brajendu 13 дней назад

Great... you caught it right after the big guy entered. What's your method? Please batayiye

@BHOPALSINGH-yb6bs 13 дней назад

EXCELLENT... ALL THE BEST.

@homt7427 13 дней назад

Petronet LNG.. also LNG sector, if LNG market about to experience crude moment of 2022-23..

@dhananjaymalhotra7854 13 дней назад

Thank you for yet another enlightening video.

@MrRam111 13 дней назад

Always great knowledge.

@pareshraja3932 12 дней назад

Good insights!! There has been significant developments in Vinati Organics. Can you do the video on that

@narayanansv2731 11 дней назад

Extraordinary brilliant analysis Outstanding clarity Keep it up and enlighten the small investors

@shreyaspandey131 13 дней назад

Could you please give more insights into how you came up with the Price to Sales multiple of 1? How to generalize it to apply to any business? Also, is P/S of 1 standard for a business with 5-8% margin?

@shreeharsha5723 8 дней назад

Thanks for the wonderful video

@AshishSharma-lu6sq 13 дней назад

Same happening with Housing finance. FII keep increasing their stake in Home first. APTUS. Aavas a lot.. Government is also support it

@user-xd9xy5yl9l 13 дней назад

Good point.

@user-ok8bz4vj7t 13 дней назад

Very informative video n thank you very much for the analysis 👍👌

@SOICfinance 13 дней назад

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@rajeshpankan1467 13 дней назад

Wonderful analysis

@philipranjan4951 13 дней назад

very nice and informative

@plant1520 12 дней назад

thanks for analysis . great work

@SOICfinance 12 дней назад

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@sasodekar 13 дней назад

Good analysis. Its indeed rare to find. My conscience says, such companies whos fundamental numbers looks bad still such investors are investing more, than one straight fact is - companies is doing something that they know but is not vocal in general Ofcousre in their reports things may be clear and hence this rush from DII or so. Could be a take over or major turn out candidate or there is some future disclosure that is going to unwind returns etc etc.... God knows. Even I rate such companies not ethical sometimes. Life is already full with watchlist. portfolio is overflowing. Tracking gets tough. Unfortunately Human brain need to upgrade to handle this stuff which you are trying to educate how to. Brain hard disk to store, memory to reprocess, analyze could be next stuff which Chat GPT is doing now not all but near to.

@santoshkumar28021983 13 дней назад

Sir please make a video in moving average cluster to understand when to but and when to sell

@RamaKrishna-ue2jh 13 дней назад

Excellent explanation 👌👌👌

@sudhirshanbhag7362 12 дней назад

thanks for your deep analysis pls put a video on TRIL its a request🙏🙏🙏🙏

@vigneshraghuraman8045 13 дней назад

It would immensely be useful if the channel provides english subtitles

@BiorocksforNEETandPMTaspirants 12 дней назад

Good bless u all🙏🏻

@newtechmep3511 2 часа назад

In depth business analysis.... to understand valuation with its backward and forward integration

@NareshKumar-xj2ov 4 дня назад

I do like& appreciate you,yr dedication while giving wast knowledgeable video for newly aswel as retailer. Envesting peoples in to the market thanks.

@ubrrao 13 дней назад

Very informative. Thanks for sharing. If time permits please come out with a video on power sector🙏😊

@SOICfinance 13 дней назад

Thank you so much for your kind words and appreciation! We're thrilled to hear that our content has been informative and helpful to you. We're glad to know that our efforts to share knowledge with our audience have made a positive impact. We'll definitely consider creating more content, including a video on the power sector, as per your request. We value your feedback and look forward to continuing to serve you with quality content!🙏🏻

@ubrrao 13 дней назад

@@SOICfinance Thanks a ton🙏

@saibalsarkar6523 3 дня назад

Very detailed information. Request to make a video on Kaynes Technology & Cyient Dlm

@PavyYT 13 дней назад

Awesome business analysis

@vivekanandkumar9780 13 дней назад

Thank u so much sir

@ritabhide8505 10 дней назад

Amazing analysis!

@mahidervutturi6512 13 дней назад

Good knowledge sir please provide scanner link

@naveenkumarsharma2716 6 дней назад

Excellent video and very good learning….. 👏👏

@SOICfinance 5 дней назад

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@vikramkumar-dz8jc 13 дней назад

Thanks for the very informative video and great analysis. Can you please make a video on Manappuram Finance Ltd?

@kushalgoenka626 13 дней назад

hey Ismohit please make a video on the wealth management space and their business model.

@SOICfinance 13 дней назад

Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

@Brajendu 13 дней назад

@SOICfinance are you a robo? Look at the question and your answer 😂

@shivagupta7262 13 дней назад

Policy bazar , zomato and elecon engeenering..

@user-mt2jm5mw1q 13 дней назад

Good insight into the company. Can we please analyse Jupiter Wagon Ltd next?

@guptastationary2009 13 дней назад

Same as kama holdings and SRF

@govindmpatel 12 дней назад

Sir thanks for giving us important analysis....but we want more with shahmi hotels with good analysis video....

@kamalahmad5855 13 дней назад

Pls do Analysis of latent view, natco and biocon. Regards

@dharamsohal4761 13 дней назад

Please cover KFin and Surya Roshini

@anilpudota290 13 дней назад

Thank you Ismohit for coming up with another gem. I am investor in most of the Murugappa group companies like Tube investment, Carborandum, Coromondal, Chola Fin, CG power, EID parry, Shanti gears in small qtys.

@SOICfinance 13 дней назад

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@amansingh18 13 дней назад

Thanks a lot for the video❤🎉

@APSingh2028 12 дней назад

Please cover businesses which are in Super Computing & AI

@sts_pavan 13 дней назад

Please do analyse nyka at present point of time. Thank you

@himanshupastagiya3984 11 дней назад

Hi ishmeet, I learn lot of new things from the video. Thanks for bringing it for us. Keep it up your good work.😀

@SOICfinance 11 дней назад

Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. We put a lot of effort and dedication into creating content for our channel, so it's really rewarding to hear that you appreciate it. Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. We put a lot of effort and dedication into creating content for our channel, so it's really rewarding to hear that you appreciate it.🙏🏻

@sezz6495 13 дней назад

Hi Sir, Would like you to give us detailed analysis of Port business. As need to understand that is there an opportunity in JSW INFRA in place of Adani Ports... Thankyou in advance!!!!

@srijalkumar6887 9 дней назад

Please make a video on real estate industry analysis

@varinderkumar7092 13 дней назад

Can you advise a portfolio for one to three years? Thank you .

@chetnakumari512 13 дней назад

Excellent❤

@amanyadav4609 13 дней назад

Thabk us o So much bro for for your valuable information❤ ❤❤❤❤. Your content is always unique and good

@SOICfinance 12 дней назад

We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work. Thank you for your kind words, and we hope to continue inspiring you in the future.

@harishkant2460 13 дней назад

Good work Dear. Am LT holder at low level. A slow and sure movement towards value addition.

@sumitchand6114 13 дней назад

sir aaj video sequence main nhe hain...im ur big fan

@sohamlakhote9822 12 дней назад

This was amazing :-)

@kishorepanjabi5202 13 дней назад

Sir please analyse ambika cottons and polyplex corporation, I think both are cyclicle and going through bad times. Thanks for your teaching

@Nikhilkumar0818 4 дня назад

Both stay hold if you have it. Nothing to worry for now. See how coming 2 or 3 quarter result are there and then you can decide. Polyplex margin has started to improve.

@ravvvi436 13 дней назад

Ismohit sir ,lot of learning from yu, please one video logistics sector

@Nikhilkumar0818 5 дней назад

Logistics sector will also do good in long term. My pick TVSSC, VRL Logistic.

@Jinnie-rp8ou 13 дней назад

There’s always a new learning in every single video, thank you Ishmohit Ji 🙌🏻

@SOICfinance 13 дней назад

Thank you so much for your kind words and for being a part of our community! We're thrilled to know that you've found value in our content and we're constantly striving to bring you new and exciting learning experiences.🙏🏻

@amarjeet223 13 дней назад

Hi, Ishmeet can you help us to find some technique in screener to filter upcoming multibeggers with a valuable business

@SahajRastogi 11 дней назад

Multibeggers😂😂

@drbhavin8387 12 дней назад

GREAT VIDEO ! Thanks for sharing a valuable knowledge .

@SOICfinance 12 дней назад

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

@SANJAYPATEL-ep7ry 13 дней назад

Thank you very much sir for such nice video. Sir Please make a analysis video on “CMS info”

@Nikhilkumar0818 5 дней назад

It is a good stock. Stay hold.

@kakashisenpai99 13 дней назад

Sunday may soic ka ek video hamesha dekhna ab ek basic necessity ban gaya hay

@SOICfinance 13 дней назад

Thank you so much for your kind words and for being a loyal viewer of our channel! We're thrilled to hear that our content has become a Sunday must-watch for you. 🤝 appreciation means the world to us and motivates us to continue creating high-quality content that resonates with our audience. We're grateful for viewers like you who make it all worth it🙏🏻

@kmaitrey6122 13 дней назад

There are two weak-points in an otherwise great analysis. Coromandel is at decade-highest PE right now due to recent rally. How long would it enjoy this high market-cap is anyone's guess. Secondly, Quant has extremely high churning ratio. If one enters now into EID Parry, they must be prepared for the price blip that'd be caused when Quant exists the stock.

@jigerlinux 12 дней назад

Please make video toexplain Patel Enterprise business

@InvestingwithPankaj 9 дней назад

good analysis of holding co valuation and identifying discount that it currently trades. Its very helpful as always..Bajaj Holding is another co that trades at 50 % discount driving valuation from Bajaj Finserv, Bajaj Auto and Maharastra Scooters..

@SOICfinance 8 дней назад

Thanks a ton

@vivekanandkumar9780 13 дней назад

JKIL ke pura value chain ke baare me explane kar dijiye🙏🙏

@ujjwalgrover4483 13 дней назад

Thank you Soic :)

@SOICfinance 12 дней назад

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@ayonroy6637 13 дней назад

Sir can you make a short video on sreelathers. A very popular brand in Western India. Footware, bags, belts, jackets, purse they produce. Low price with a standard quality

@Raahulsingh 13 дней назад

Go deep, they are at low price because of reason. Search About promoters background, ethics and corporate goverance.You will find your answer.

@hardikmistry6096 13 дней назад

thank you telecom equipment ki company ke bare me next analysis kariye

@Barad111 13 дней назад

Ikio lighting

@Vinkalm 13 дней назад

Thanks 1.What's your View on Dalmia Sugar. 2. WHAT'S your analysis on AIRLINE STOCKS- can you share few thoughts

@bhaveshmapara4517 13 дней назад

Let Air India fly, then we should think about aviation sector. But Airline infra setup you can explore

@Vinkalm 13 дней назад

Air India has its own set of issues & post vistara merger it take another 36-48 months for revival. The infra & connectivity is government are in Top priority also.

@nkr1935 13 дней назад

Very neat and details analysis. Can you please analyze NATCO PHARMA, which has recently broken its all time high.

@SOICfinance 13 дней назад

Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

@nkr1935 13 дней назад

@@SOICfinance thank you sure I am looking forward to learning together.

@ajoykm 13 дней назад

Please make video on beaten up sector and opportunity in those sector

@Nikhilkumar0818 5 дней назад

Private Banks are beaten sector - Buy any stock and you will see good return.

@avinashkorgaonkar1267 13 дней назад

Please make analysis on OMC's for FY 2024-25

@abhishekstocksanalysis 13 дней назад

Make a analysis video on adani energy solutions.

@shivgurudps День назад

thanks! you people are too knowledgeable!

@SOICfinance День назад

We're thrilled to hear that you find our content helpful! We're grateful for your kind words and appreciate the support. We'll continue to work hard to provide you with high-quality information and insights, and we're glad that our efforts are making a positive impact on your learning experience.🙏🏻

@fulghobi_yt6738 11 дней назад

Make video on the defence sector

@18sugumar 13 дней назад

WENDT - murugappa + 3m are promotors

@satbirsingh7872 13 дней назад

Hello Ishmohit, any plans to start your own smallcase someday?

@ayushvarshney98 13 дней назад

Kindly revisit the iolcp

@jayeshkhara1425 13 дней назад

Thanks

@sanjaykale6235 13 дней назад

Le liya bhai ..1 mahine phale..achhe busi he..aap smlcase chalaye

@graniteworld9116 13 дней назад

Very informative

@SOICfinance 12 дней назад

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@DavinderSingh-wj9fk 10 дней назад

Please make analysis on sonaBLW for investment purposes

@dinesharora3812 7 дней назад

Thanks IShmohit ji please make video on samhi hotel. Once again thank you.

@ujjwalgrover4483 12 дней назад

Hi ishmohit, we still don't have a video on hotel/real estate sector on RU-vid. Will you be making one in the future ?

@DrKaustav 11 дней назад

Best agrolife video please 😊

@viewthis4161 13 дней назад

please add analysis of Godfrey Phillips India Ltd

@arunverma1202 11 дней назад

Thanks paaji for teaches us some new chapters. Dream folks buzzness model looks unique. Can u have some light on it.thanks

@Nikhilkumar0818 4 дня назад

Dreamfolks looking good for medium to short term

@vijaybalaji7290 12 дней назад

tks

@mahendrasuchak4211 13 дней назад

Please analyse Welspun Living Limited

@YTS_Boom 13 дней назад

Awesome work. 🎉

@SOICfinance 13 дней назад

Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝

@aunbahadur8794 13 дней назад

yes

@jasvindrasinghindianrailwa2547 13 дней назад

Bro Shakti pump pr ek vdo bnao . Kya is validation pr buy kr skte h ya overvalued ho chuka h

@parthabhattacharyya9947 13 дней назад

Recently added .

@Adv_Aniket_garg 13 дней назад

Bhai eid Perry mei standalone 2800 ka revnue hei ya 7355?? , pehle aap ne kaha ke 2800 ke near about hei baad mei 7355

@anilkumar-gz8ex 13 дней назад

may god bless you

@vineet07 8 дней назад

KLPD: Kilo Litre per day

@VishuSukhdev 13 дней назад

Next Video on Indegene Ltd Please . Indegene's business model is unique in the Indian market

@jananethaadda 13 дней назад

I got Allotment in IPo And adding on fall

@SOICfinance 13 дней назад

Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

@njain1983 12 дней назад

Viewers should analyze BCL Industries. BCL used to be in low margin cyclical Edible Oil business, now it has transformed into a decent margin Green Energy Business. They now have 700 KLPD distillery which uses Maize (not Sugar) to produce ENA and Ethanol. This 700 KLPD capacity will easily generate Rs 1750 cr of revenue. Govt is encouraging distilleries to produce Ethanol from Maize rather than Sugar or Rice. BCL is a leader in that space. Over the next year, they will also 1) set up 75 KLPD of Biodiesel plant, work has already commenced. This will be high margin biz as most of the raw material is already available inhouse 2) Enhance Distillery capacity by 150KLPD to 850 KLPD 3) Wrap up most of the low margin edible oil business 4) Sell the 11 acre land on which currently the Edible Oil plant stands. The land is in the Bhatinda city limits, will fetch good returns Note: Not a buy sell reco. You analyze the biz and take your own call. I am a shareholder so I may be biased.

@deepankarsarkar9926 12 дней назад

I have it and holding it seeing it fuel business

@arjundileep1435 13 дней назад

Hi sir. I think you have read a lot of books now. It would be really helpful if you could share the list of books which you have read.

@ninad.a 11 дней назад

Sir what about the valuation of the inventory that they hold?

@moghenachiket 13 дней назад

Excellent session as usual Ishmohit ji...Is it possible for you to cover KPR group? It is also a diversified group having good corporate governance practice and worth studying...Your views pl... thanks and regards NM

@SOICfinance 13 дней назад

Thank you so much for your kind words of appreciation! We're thrilled to hear that our session met your expectations. Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.