Again Sunday is SOIC day 🎉😂 I can’t never described in words that which type of excellent knowledge you are providing to this generation, following you since 2 and half years and I’m in market since only 5 years but what i have learned from your videos is tremendous which changed my investing journey totally 💯 This type of knowledge is no one sharing in those simple words in now days so please never stop this and keep it up brother Loved it , Thank you very much ❤😊 One more request if possible keep continue to make videos company specific month wise or quarter wise so it will be very helpful to understand current ongoing market cycles 🙏
The most surprising part of the video is your Age, impossible to have such a great discipline and in-depth knowledge of the market, cycles etc.on investment at this age 👍 Hat's off to you 🙏
Thank you so much for your enthusiasm and kind words! 😊 Your energy and support fuel our passion to keep delivering impactful content every time. It’s comments like these that make the journey so rewarding. Stay tuned for more exciting insights 🚀📈
Thank you so much for your kind words and encouragement! The journey is fueled by curiosity, discipline, and the amazing support of viewers like you. We’ll continue striving to bring you valuable insights and actionable content. Stay tuned for more, and let’s grow and learn together! 🚀📚
Thank you for your kind words! 😊 We’re delighted that you found the video valuable and impactful. The SOIC team is committed to delivering content that truly matters to investors like you.
Thank you so much! 😊 We’re thrilled that the year has started on a positive note for you with our knowledge-packed video. Here’s to a year filled with growth, insights, and opportunities-let’s make 2025 remarkable together! 🚀📚
It's incredibly motivating to hear this, and it inspires us to keep delivering meaningful content. Grateful to have amazing people like you in our SOIC community. 😊🙏
Thank you so much for your kind words and support! 😊 We’re thrilled to know you’re considering joining the SOIC membership-it’s a space where passionate learners like you can connect, grow, and explore the world of investing together.🚀 Looking forward to welcoming you to the Tribe! 🚀 If you have any questions or need guidance, feel free to reach out to us at info@soic.in
Thank you so much for your kind words and thoughtful feedback! 😊 Your continued support and enthusiasm mean the world to us. Let’s keep growing and learning together! 🚀
Thanks Ishmohit and SOIC team for the video! Added alot value as always. I have one query related to Transrail - The company had lots of corporate governance issue in the past like not having CFO, CS and has FIR against them as well. This is mentioned on the value picker as well. Will you please provide your thoughts on management and corporate governance of the Transrail. This will be a big help. Thanks in advance!
Happy New Year to you & entire team of SOIC. This channel always gives unparallel insights into the business models & valuations metrics. Sincere gratitude for presenting such a wonderful analysis to all of us. We loved all the sectors' analysis esp transmission. All the best💐🙏
What a video with insightful information . Keep it up Bro . Genius of Stock Market . Basically I track Technical and hence could not understand much terminology .Learning it from your informative videos .Excellent Job
Thank you for such a heartfelt message! 😊 It’s wonderful to hear that you’re finding the videos informative. We’ll continue creating content that’s easy to understand and packed with insights.🙏🏻
Hi, Thanks from a tribe member for this wonderful video. May i know how exactly you calculated the Market cap of PEPL after removing the annuity asset value.
I saw 2 dsys before insta storuly of soic the same thing you are explaning today but how canyou simply explain those in such short time .we can easily learn so much you covered all those hatsaff Soic ❤
Nice video as always and quite detailed too. Just a few suggestions on topics which I would like you to cover. A. Defence sector which seems fairly valued at the present moment, with the high order book , and trading at fairly good multiples B. PSU Banks which again have been at fairly reasonable multiples, asset quality remains robust, NPA levels are fairly managed and they remain well capitalized.
We've already created a video on this topic. Please check out the link for more insights: A. th-cam.com/video/A-3PtmChCUQ/w-d-xo.html B. th-cam.com/video/bnTHep0Axh0/w-d-xo.html
Thank you for the research. Ur podcast help to narrow down the shares to study 😊. I was surprised at the selection of pre fabricted industry. In the hospital sector I think one should look at Max healthcare - they r doing a big expansion. A couple of real estate co. R doing big projects which will end in 27-28 . Hence their revenue will grow.
Absolutely fantastic video as usual sir. One query I had was whether real estate firms wit robust rental stream like Anant Raj would be better bets due to higher operating leverage?
But most of this theme stocks are rallied a long way. My question is that are we catch the rally or invest in stocks undergoing some tough period which will participate in next leg of rally?
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟
12:35 you mentioned PEPL will do sales of 24k Cr bt in current year the sales is 8k Cr . am i misunderstanding anything or if not then how will company tripple their sale in a single year?
Mr.Nitin Gadkari speak more about recycling and water waste management company....carbon reduce process company ..might this theme also get more focus... Cement company also do well in 2025 and whole peer group of company not perform well in past year...
Thank you so much for such a thoughtful and heartwarming sentiment! 🙏 It’s an honour to be considered a part of your learning journey. Moments like these remind us why we do what we do. 💯
Thank you so much for your warm wishes and kind words! 😊 Wishing you a very Happy New Year as well! 🎉✨ We're truly grateful to have amazing viewers like you as part of the SOIC family.🙏🏻
Can anyone please explain why the Residentail Market cap of Prestige Esates is 40,000 Crores? I checked latest Q2FY25 presentation report and their I found the residential segment contributes to 71% of total reveuene i.e. 2973 cr out of total 4166 Cr. If we multiply current market cap which is 71,340*0.71, it comes around 50,000 cr Then Ideally the market cap of residential business should be 50000 cr Can anyone please explain?
@soic Now, I have one question Why are we valuing the company on only their residential business??? They have significant business from non-residential segment as well
@@TechieIndia This was just an example as the graphic valued all companies on residential ebitda. Ideally, we should take the whole :) Did it just to explain how to value real estate cos
Simply an amazing video paaji.The themes looking interesting to me - Jewellery, Hospital,Hotels, PEB and Real estate.Thank you team SOIC for making all of us more knowledgeable and informed investors.Thank you from the bottom of my heart. Team SOIC - I submitted my assignment for SOIC research analyst job ,but haven't received any update,can you clarify anything here.Thank you
Hi ishmohit, Have u read newly listed VENTIVE hotels, they get most of their revenue from Pune+ Maldives (55+25 percent), Plus new hotel in Maldives going live in q3
I think it’ll be 2025 that can give 25% considering the consolidation in many companies, but I’m naive , aim for the sky land on the tree top , may end up at 15% and be happy !
@@vinaymanglani2840 nope right now fii and dii are battling..... did have put in about 2 lac crore in market since September now q is how much money did can out..... if dii capital is exhausted.... it will be bear market..... if dii manage to pull out till fii return..... bull rally will continue..... in between we will have time correction bro 😁
Hi Ish, What's your view on Ddev Plastics? Can it be a beneficiary of the growth in the Transmission sector growth of Wires & Cables Segment? Also it has a HFFR Compound which has a gud potential in the future as the developed countries are moving towards HFFR Compounds. Would love to hear your view.
1. Pre engineered buildings
2. Corporate backed NBFCs
3. Real estate
4. Hospitals
5. CDMO
6. Transmission
7. Hotels
8.Textiles
9. Jewellery
10. Capital goods
Excellent job you are doing 🙏🙏
Glad to know, it helped. Please watch the video as well , it has good insights.
Pre engineered buildings 👌🏻
Corporate backed NBFCs 7:23
Bro if u watchnext video,pls post timeline also.
Bol bol ke sabko scheme bata de😂😂
Thanks!
Thanks
Again Sunday is SOIC day 🎉😂
I can’t never described in words that which type of excellent knowledge you are providing to this generation, following you since 2 and half years and I’m in market since only 5 years but what i have learned from your videos is tremendous which changed my investing journey totally 💯
This type of knowledge is no one sharing in those simple words in now days so please never stop this and keep it up brother
Loved it , Thank you very much ❤😊
One more request if possible keep continue to make videos company specific month wise or quarter wise so it will be very helpful to understand current ongoing market cycles 🙏
The most surprising part of the video is your Age, impossible to have such a great discipline and in-depth knowledge of the market, cycles etc.on investment at this age 👍 Hat's off to you 🙏
Thank you so much for your incredibly kind words and encouragement! 🙏 Let’s continue growing together in this exciting journey! 🚀📚
what a man! what a video! absolutely killed it like every time :)
Thank you so much for your enthusiasm and kind words! 😊 Your energy and support fuel our passion to keep delivering impactful content every time. It’s comments like these that make the journey so rewarding.
Stay tuned for more exciting insights 🚀📈
Amazing content ❤
The kind of understanding of markets ishmohit has at the age 28 is beyond words
Keep up the good work
Thank you so much for your kind words and encouragement!
The journey is fueled by curiosity, discipline, and the amazing support of viewers like you.
We’ll continue striving to bring you valuable insights and actionable content. Stay tuned for more, and let’s grow and learn together! 🚀📚
Thank you SOIC !
Thank you dear Ishmohit for the New Year gift.
Excellent presentation ! Thank you for those thoughtful ideas .
Extremely important video. Thanks SOIC team.
Thank you for your kind words! 😊 We’re delighted that you found the video valuable and impactful. The SOIC team is committed to delivering content that truly matters to investors like you.
Great and a good start of the year with knowledge packed video from SOIC...Thanks for this...
Thank you so much! 😊 We’re thrilled that the year has started on a positive note for you with our knowledge-packed video.
Here’s to a year filled with growth, insights, and opportunities-let’s make 2025 remarkable together! 🚀📚
Bro, very nicely articulated, Superb !! Keep it up !!
It's incredibly motivating to hear this, and it inspires us to keep delivering meaningful content. Grateful to have amazing people like you in our SOIC community. 😊🙏
Excellent illustration. Thanks bro
You are just wonderful. Such detailed video with complete honesty. Loved it. Looking forward to enroll myself into community.
Thank you so much for your kind words and support! 😊
We’re thrilled to know you’re considering joining the SOIC membership-it’s a space where passionate learners like you can connect, grow, and explore the world of investing together.🚀
Looking forward to welcoming you to the Tribe! 🚀 If you have any questions or need guidance, feel free to reach out to us at info@soic.in
Great informative and valuable video keep going SOIC💯🙏🏻
We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀
Sir awsome content as always...
You are one of the few influencer who has not degraded there channel quality...
You have stopped asking for "hell yes"
Thank you so much for your kind words and thoughtful feedback! 😊 Your continued support and enthusiasm mean the world to us. Let’s keep growing and learning together! 🚀
@SOICfinance with this channel from starting ...and as always appreciate your hard and selfless work.
Thank you
First Sunday of 2025 start with this masterpiece.
Happy New Year Guruji 🎉
Thanks Ishmohit and SOIC team for the video!
Added alot value as always.
I have one query related to Transrail - The company had lots of corporate governance issue in the past like not having CFO, CS and has FIR against them as well. This is mentioned on the value picker as well.
Will you please provide your thoughts on management and corporate governance of the Transrail. This will be a big help.
Thanks in advance!
A nice refresher for Top 7 Themes For 2025 video, nice conclusion. Thank you!!!
Thank you so much for your kind feedback! 😊
Thank you🌹🙏 good to know transmission importance🎉🎉
Very informative content!! It would be guiding us in this turbulent time ahead.
Great 👍
Thanks a lot!❤.
Happy New Year to you & entire team of SOIC. This channel always gives unparallel insights into the business models & valuations metrics. Sincere gratitude for presenting such a wonderful analysis to all of us. We loved all the sectors' analysis esp transmission. All the best💐🙏
Thank you so much for your heartfelt wishes and kind words! 🙏 A very Happy New Year to you and your loved ones as well. 🎉
Hello sir
Ur videos are real informative n at the same time u help us to remember thank u so much sir u r awesome
Sunday rituals... ✅ Heading toward q&a later of the day...
such a lovely way to end with a watchful learning
Thank you for such kind words! 😊 We're thrilled that you found the video both engaging and insightful🙏🏻
Hell Yess
Happy New year Bro
Amazing as always !! This is by far the best channel on Indian stocks.
Thank you so much for your amazing feedback! 😊 It’s incredibly rewarding to hear that you consider SOIC the best channel🙏🏻
What a video with insightful information . Keep it up Bro . Genius of Stock Market . Basically I track Technical and hence could not understand much terminology .Learning it from your informative videos .Excellent Job
Thank you for such a heartfelt message! 😊 It’s wonderful to hear that you’re finding the videos informative.
We’ll continue creating content that’s easy to understand and packed with insights.🙏🏻
Hi,
Thanks from a tribe member for this wonderful video. May i know how exactly you calculated the Market cap of PEPL after removing the annuity asset value.
Great content. Always learn a lot.
Keep learning and growing-your dedication inspires us to keep producing meaningful content! 💡📈
Great Work!!!👌
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃
Very informative. Lot of hard work was put in to create the content. Please create a dedicated video on data centers.
I saw 2 dsys before insta storuly of soic the same thing you are explaning today but how canyou simply explain those in such short time .we can easily learn so much you covered all those hatsaff Soic ❤
Singh is King!!! excellent report.
Stay tuned for more insightful content-your support keeps us motivated! 🚀📚
Nice video as always and quite detailed too. Just a few suggestions on topics which I would like you to cover.
A. Defence sector which seems fairly valued at the present moment, with the high order book , and trading at fairly good multiples
B. PSU Banks which again have been at fairly reasonable multiples, asset quality remains robust, NPA levels are fairly managed and they remain well capitalized.
We've already created a video on this topic. Please check out the link for more insights:
A. th-cam.com/video/A-3PtmChCUQ/w-d-xo.html
B. th-cam.com/video/bnTHep0Axh0/w-d-xo.html
Happy new year buddy kiddo, best wishes for the entire team.
Stay tuned for more deep dives and actionable insights-2025 is going to be an exciting year for us all! 🚀📈
Always excellent videos Ishmohit.😊
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Thank you for the research. Ur podcast help to narrow down the shares to study 😊.
I was surprised at the selection of pre fabricted industry. In the hospital sector I think one should look at Max healthcare - they r doing a big expansion. A couple of real estate co. R doing big projects which will end in 27-28 . Hence their revenue will grow.
Absolutely fantastic video as usual sir. One query I had was whether real estate firms wit robust rental stream like Anant Raj would be better bets due to higher operating leverage?
Thanks for the amazing session ☺️
solid video. Thanks for sharing
Thank you so much for your kind words! 😊 It’s great to know you found the video solid and valuable. Stay tuned for more! 🚀📚
Very informative video ❤❤
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃
Very informative, thank you 🙏
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Great work paji 👏👏👏
Superb.Ishmohit sir❤
Very useful and informative.
Very very informative and useful, God bless you
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
really good revision of sectors 👏
Wish you happy new year . Fantastic full of knowledge..
Please make video on high growth and low p.e.
We've already created a video on this topic. Please check out the link:
th-cam.com/video/EBx2oOZw9ic/w-d-xo.html
Excellent study demonstrated.
I wish you could have covered data center theme as well. It is likely to boom
Very nice .. clear vision provided...❤
Epic as usual!
But most of this theme stocks are rallied a long way. My question is that are we catch the rally or invest in stocks undergoing some tough period which will participate in next leg of rally?
Yes you can catch
Thanks a lot for a great video
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Wow grt analysis indeed you have done a very hard work
We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟
Thanks you sir ❤
12:35 you mentioned PEPL will do sales of 24k Cr bt in current year the sales is 8k Cr . am i misunderstanding anything or if not then how will company tripple their sale in a single year?
Transmission,nbfc, jewellery
Ishmohitji please share your view about RHI MAGNESITA . is it in consolidation phase/ falling knife?
Thanks guru ji for imparting knowledge at right time.
Thank you so much for your kind words and trust! 🙏
Thanks for sharing views on rategain 😊
Happy New Year to you. Wish you all the best.
Happy new year 🎉
Happy new year.
Please make video on Stock analysis like Asian Paint, HDFC Bank, Reliance those are not doing well but Fundamental good stocks.
Already he made a video on this
Excellent presentation ❤
Your kind words mean a lot to us, and we'll continue to strive for excellence in producing high-quality videos that cater to your needs.🙏🏻
Most Welcome Sir
Bro your are the best👌
Happy Gurpurab 🙏
🙏🏻🙏🏻
What do you mean by tier 1 and 2 companies of cdmo? Please explain the classification
Superb as usual... Ishmohit ji
Thank you so much for your kind words! 😊 Your support means the world to us.
Mr.Nitin Gadkari speak more about recycling and water waste management company....carbon reduce process company ..might this theme also get more focus...
Cement company also do well in 2025 and whole peer group of company not perform well in past year...
EMS 😊
Thanks sir jee nice information ❤
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃
With your continuous coahing , will need to wish you on Teachers' day and Guru Purnima.
Thank you so much for such a thoughtful and heartwarming sentiment! 🙏 It’s an honour to be considered a part of your learning journey. Moments like these remind us why we do what we do. 💯
Hotel theme is interesting. On Monday ITCs hotel business will list . Looking forward to it.
Monday is the record date for hotel shares it won't list on Monday
With out shares how can it trade
It will list around February
Happy new year sir, I am lucky that I found your channel. I love your content.❤❤
Thank you so much for your warm wishes and kind words! 😊 Wishing you a very Happy New Year as well! 🎉✨ We're truly grateful to have amazing viewers like you as part of the SOIC family.🙏🏻
Very interesting video ji i excited with Transformer Sactor
Thank you for your kind words! 😊
We’re glad you found the video interesting-stay tuned for more in-depth analyses and insights. 🚀⚡
Can anyone please explain why the Residentail Market cap of Prestige Esates is 40,000 Crores?
I checked latest Q2FY25 presentation report and their I found the residential segment contributes to 71% of total reveuene i.e. 2973 cr out of total 4166 Cr.
If we multiply current market cap which is 71,340*0.71, it comes around 50,000 cr
Then Ideally the market cap of residential business should be 50000 cr
Can anyone please explain?
Got it!
We are calculating the EBITA contribution of residential segment which comes around 56%
and 71340*0.56 is 39,000 Cr
@soic
Now, I have one question
Why are we valuing the company on only their residential business???
They have significant business from non-residential segment as well
@@TechieIndia This was just an example as the graphic valued all companies on residential ebitda. Ideally, we should take the whole :)
Did it just to explain how to value real estate cos
@@SOICfinance Thanks for replying!!
Got it, I will do a peer-to-peer analysis by taking whole EBITA!! It really helped! 🙏
37:45 you mentioned about report?Where can we access this?
Can't find your tailwind headwind concept vedio, pls paste the link.
Thanks ishmohit , textile sector looking good, pls make video on speciality chemicals may be a good theme for this year
Already made 🎉
Simply an amazing video paaji.The themes looking interesting to me - Jewellery, Hospital,Hotels, PEB and Real estate.Thank you team SOIC for making all of us more knowledgeable and informed investors.Thank you from the bottom of my heart.
Team SOIC - I submitted my assignment for SOIC research analyst job ,but haven't received any update,can you clarify anything here.Thank you
Promoters buying continuously in which company?
insightful information ...thanks
Pls make a video on Lab grown diamond industry in detail.
Thank you for your suggestion! We’ll certainly consider this for our upcoming content.🙏🏻
NICE PRESENTATION
excellent analysis
Hi ishmohit,
Have u read newly listed VENTIVE hotels, they get most of their revenue from Pune+ Maldives (55+25 percent),
Plus new hotel in Maldives going live in q3
Thank you sir sharing valuable information on interesting theme's for 2025
You're most welcome! 😊 It’s wonderful to know that you found the video valuable.
Unable to download the presentation. Can you pls share it again
soic.learnyst.site/10-megatrends-2025
Excited for investments in 2025. Expect it to be not a great year. Around 15% return will be Great
Maa bro microcap will give 12% returns this will be an year for those who do sip
I think it’ll be 2025 that can give 25% considering the consolidation in many companies, but I’m naive , aim for the sky land on the tree top , may end up at 15% and be happy !
@@vinaymanglani2840 nope right now fii and dii are battling..... did have put in about 2 lac crore in market since September now q is how much money did can out..... if dii capital is exhausted.... it will be bear market..... if dii manage to pull out till fii return..... bull rally will continue..... in between we will have time correction bro 😁
Not a great year and 15% doesn't go hand to hand
Bhai 15% lol😂 thoda research kro 12% mil gaya bahut hai bull market ab nhi hai 2020 wala
Hi Ish, What's your view on Ddev Plastics? Can it be a beneficiary of the growth in the Transmission sector growth of Wires & Cables Segment? Also it has a HFFR Compound which has a gud potential in the future as the developed countries are moving towards HFFR Compounds. Would love to hear your view.
Very informative video.
❤ Shukra ❤ huzur ❤
Sir pls can you suggest any good book which can help us for stock picking .
And thank u for these informative videos
We have done a video on this. Please click on the link below:
th-cam.com/video/F2oRgkRDXNo/w-d-xo.htmlsi=R5ge-VJKfGD96RNb
Transmission theme seems interesting❤
I like first theme
Didn’t mention zydus life sciences around 23 ish pe at 23:00 best reasonable valuation
Hi.. Is there any reason you did not cover Sai Lifesciences in your CDMO theme and ITC Hotels in the Hotels theme? Thanks
Its a CRO and not a cdmo
dont know why he gives it out for free !! Kudos to your research team
Please analyse amines plasticiser
Can you do one video on Natco Pharma
We've already created a video on Pharma Sector. Please check out the link:
th-cam.com/video/1hKTKUTxtLw/w-d-xo.html