As an investor in Polycab , I enjoyed this insight into a competitor and the industry in general. On the question of valuations, that’s a definite yes from me. Please do go into details of valuation as that’s where most retail investors go wrong. Thanks for a great video guys!
Extraordinary analysis.... I would appreciate it if you can include English subtitles for your VDOs...... The peer-to-peer comparison and the valuation part are awesome .... also I love the margin of safety part .... Finally, I would love to see the building material sector as your next... will wait for the blockbuster. Ismohit and SOIC team, great effort and thank you for adding values as always....🤩
Veerji tuc kamaal ho yaar, paused the video to appreciate you. You have shown how a company should be actually analysed apart from financials and thanks for teaching that. Keep up the good work!!
I watched this video after finishing kei and polycarb AR and it makes more sense to me. Few other things you have added that adds up more clarity and prospective.
Regularly following your videos and this video is top notch for the following reasons 1) Quality of video 2) Lay of the land 3) Valuation 4) P2P analysis with reasoning behind working capital. Awaiting to see your perspective on NBFC specifically on Cholamandalam considering the quality of management
First bought this Company in April 2017 for 212 and then sold it in Nov 2021 for 1037 - but did not had such a good understanding of the Company. Feels like right time to enter again at almost same price as my exit. Thanks for explaining it so well.
I already allocated 7% of my portfolio to Havells last year. my narrative was high growth possibility for FMEG in India due to electricity and internet penetration with increasing lifestyle
Superb P2P & valuation. Love to see more this type of valuation analysis. Thank you Sir for boosting my confidence, I have 100 shares @450(avg) from 2019.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Whether companies scale up or not, SOIC is really really scaling up in quality with successive videos. Thoroughly enjoyed the session. Time well spent. Thank you Ishmohit & team. Great going.
super informative video. the good thing about your videos is that you are not only discussing single stock but the whole sector itself from a layman's perspective. thanks for your efforts, as these details need lots of time to collate and present the same. Hardly anyone in youtube medium has such a level of in-depth discussion. ONCE AGAIN THANKS FOR SHARING SUCH USEFUL INFORMATION.
I like the way start presentation.Hi,investors . It shows your conviction and attitude.I like your all videos . It provides in depth analysis of stocks market,stocks, markets, opportunities.Moats ,future picture.Thanksssss Sir.
Amazing analysis as always Although i think polycab is a superior business I invested at 1300 levels and i think even at current valuation it can grow by 20% for a good amount of time because right now its hardly 2% of fmeg
Amazing content as usual man ! A request, just have a glimpse of this company - MAITHAN FERRO ALLOYS Ltd. Looks fundamentally sound, lasting tailwinds and a great play for the China +1 theme.
Sir, please make a video on packaging films sector which is growing fast and still the companies are trading at single digit P/E multiple - Cosmo films, Jindal Poly films, Polyplex.. Or please let me know the reason behind this undervaluation.. Thanks.
Yes, detailed value addition will be more helpful. 1) You told Backwards integration of KEI there in case of pvc. Does means Polycab/finolex does not have backward integration. 2) ploycab is not into EHV (its a query) 3) In thesis, KEI is into EHV mean. Which is barrier that means small player or unrecognized player it's a entry barrier right. Is it a big advantage to KEI. Or else small player can also break this barrier.
Helping to understand the overall industry of wires and cables, thanks for all your hard work and much importantly sharing with people like me to decide selecting the best business to invest.
Excellent amazing as usual.... being belong to power transmission sector ...must say u have given great insight of the sector and given the concept and comparison with peers are amazing...great learning ...keep it up ...hats of to you ...thank you so much sir for the session
A big Hell Yes for valuations evaluation. I think I liked the valuations analysis the most in this video amongst all our videos. Please include this going forward in all your videos. And I loved the background as well :)
Wonderful analysis...Eagerly waits for your sunday case study...Thanks so much for guiding us..Valuation portion is very good keep including such valuation analysis in every case study.....
As an investor in Polycab , I enjoyed this insight into a competitor and the industry in general. On the question of valuations, that’s a definite yes from me. Please do go into details of valuation as that’s where most retail investors go wrong. Thanks for a great video guys!
Sure, noted your suggestion Adhish :) We will cover valuations in coming videos as well :)
Value evaluation is good, it should be included in every analysis
Sure, noted your suggestion :)
Seconded
Very nice explanation .
Good education platform.
The content is superb as always, what noticeable is the quality of presentation has improved significantly, Loved the background too
Thanks Ashutosh for your kind words :)
One of my favorite TH-cam channel
Typewriter, dial phone.. Gr8 background 😇
Research & Quality of content not to mention top notch 👍
This valuation method is the best and very simple to understand
‘Hell Yes’- for including this kind of valuation- you are one of the best guys on the entire you tube. Please keep up your great work 👍🏼
Superb , very simplified way please continue this way
This channel is gold
Hell yesss… this format is definitely reqd in the field of investing
Thanks for your feedback. Hope to keep adding value. Stay tuned.
Sirjee
You visionary is great..
Extraordinary analysis.... I would appreciate it if you can include English subtitles for your VDOs...... The peer-to-peer comparison and the valuation part are awesome .... also I love the margin of safety part .... Finally, I would love to see the building material sector as your next... will wait for the blockbuster. Ismohit and SOIC team, great effort and thank you for adding values as always....🤩
Thank you so much Rajat for your kind words :) Yes, subtitles will be added by tomorrow
Great insight. Really value your efforts. Detailed valuations is welcome
Hats off to your presentation of subject.
Awesome 👌
AMAZING Content.. Really impressive.. You force people to like content without asking for it..that is really rare.
Veerji tuc kamaal ho yaar, paused the video to appreciate you. You have shown how a company should be actually analysed apart from financials and thanks for teaching that. Keep up the good work!!
Great insights....specially the valuation technique.... love to learn more on it
The new way of presentation of the video is superb.. Its like cherry on the top.. Thanks SOIC for making it super indulging.
Thank you Vivek :)
One more Excellent detailed biz analysis, thanks for it, Yes we want detailed valuation analysis and do Building material analysis in next video
Valuation analysis is really very insightful thanks for the in depth analysis.
Thank you for this informative content.
Amazing analysis and synopsis to understand the business values of this sector
I watched this video after finishing kei and polycarb AR and it makes more sense to me. Few other things you have added that adds up more clarity and prospective.
Very well explained indeed, as always. Kudos to Ishmohit for all the hard work.
Thanks Ashish :)
Thanks for great video. Further increased my conviction in polycab :-)
Thanks for your response. Your feedback motivates us. Stay tuned.
only kaam ki baat no bakwas ! well done
Thanks Raman :)
Regularly following your videos and this video is top notch for the following reasons 1) Quality of video 2) Lay of the land 3) Valuation 4) P2P analysis with reasoning behind working capital. Awaiting to see your perspective on NBFC specifically on Cholamandalam considering the quality of management
First bought this Company in April 2017 for 212 and then sold it in Nov 2021 for 1037 - but did not had such a good understanding of the Company. Feels like right time to enter again at almost same price as my exit. Thanks for explaining it so well.
HELL YESSS!!! Thank you so much for this video.
Excellent analysis
I already allocated 7% of my portfolio to Havells last year.
my narrative was high growth possibility for FMEG in India due to electricity and internet penetration with increasing lifestyle
Yes sir plz make a detailed video. Because this type of video will help us to boost our knowledge . And help us to grow in our life.🙏🏻
Superb P2P & valuation. Love to see more this type of valuation analysis.
Thank you Sir for boosting my confidence, I have 100 shares @450(avg) from 2019.
thanks Supriyo for your kind words :) No recommendations, only meant for educational purpose
@@SOICfinance Yes Sir we know you never recommend. But Ur contents helping us in our own study.
Awesome explained .... love to see the analysis
Thanks a lot for this extensive knowledge... this much valuation is enough.
Excellent content and analysis
Superb analysis, loved the valuation part! please continue
Hell yes, valuation was surely interesting as well as the analysis as always.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Good content.
Nice explaination.
I am holding this share for the last 5 years.
Whether companies scale up or not, SOIC is really really scaling up in quality with successive videos. Thoroughly enjoyed the session. Time well spent. Thank you Ishmohit & team. Great going.
Thank you Mahesh for your kind words :) Hope to keep adding value
Mahesh Ji, Good One
super informative video. the good thing about your videos is that you are not only discussing single stock but the whole sector itself from a layman's perspective. thanks for your efforts, as these details need lots of time to collate and present the same. Hardly anyone in youtube medium has such a level of in-depth discussion. ONCE AGAIN THANKS FOR SHARING SUCH USEFUL INFORMATION.
Very good video. Much simplified a complicated process
Heavy to digest as a beginner . But, very helpful . It is helping me understand the business and sector. Thanks a lot for your help 🙂🙂
Most Welcome Sanjeev :)
I like the way start presentation.Hi,investors . It shows your conviction and attitude.I like your all videos . It provides in depth analysis of stocks market,stocks, markets, opportunities.Moats ,future picture.Thanksssss Sir.
One of the best case study till I have learned from soic 👍
Definitely yes for the valuations!!! Thanks for sharing.
Yes. valuation part of soic channel make unique. Detail valuation will be one more good thing...keep in every video
Thank you so much for your video. The valuation part is very good, hope to see it again in future videos.
Amazing analysis as always
Although i think polycab is a superior business
I invested at 1300 levels and i think even at current valuation it can grow by 20% for a good amount of time because right now its hardly 2% of fmeg
Pros and cons given with deep knowledge.
Excellent analysis.. Thank you for the knowledge imparted.
Thanks for your kind word. Stay tuned.
As usual indepth wonderful analysis and comparison . Always great content. Also valuation of business included. Thanks sir 🙏
Most Welcome :)
It's amazing analysis of valuation explanation.
In-depth Analysis.
Thanks Sir.
Most Welcome :)
Keep the valuation part in all the videos.. its like cherry on the cake. loving it
Yes valuation is must 👍👍
Another gem by SOIC, thanks for this deep-dive informative video
Thanks Pawan :)
Very well explained. Keep it up✌🏼
great analysis. Liked the valuations method. Keep it up!
My vote for next video is for art of selling
Thank you :)
Good to see the valuation part...keep it in each of the analysis !!
Thankyou for such a wonderful analysis. Loved the P2P comparison part in evaluation. Hell yes and Undervalued NBFC!
Thanks for your response. Suggestion noted. Stay tuned.
Great to add valuation segment.Thank you
Excellent Knowledge....
Add valuation part in every video... Thanku Guruji for sharing your knowledge.
Thanks for the insightful video. Detailed valuation part is just awesome. Kindly keep it up in coming videos as well. Thanks 🙏
Valuation part is owsm👍
Definitely Useful video
Thanks a lot. Hope to keep adding value.
Great way of analysing valuation please put this in every video 🙏
Hell yes!!! Valuation should be in every presentation of yours... great content like always👌👍
Really impressed with your detailed analysis.please keep it up
Excellent analysis and deep knowledge specially your valuation part
Valuation part was nice. Easy to understand ❤️ Great work ishmohit sir ji as always
Thanks for your feedback. Keeps us motivated. Stay tuned.
Your Contents are very much underrated sir...
Amazing content as usual man !
A request, just have a glimpse of this company - MAITHAN FERRO ALLOYS Ltd. Looks fundamentally sound, lasting tailwinds and a great play for the China +1 theme.
Sir, please make a video on packaging films sector which is growing fast and still the companies are trading at single digit P/E multiple - Cosmo films, Jindal Poly films, Polyplex..
Or please let me know the reason behind this undervaluation.. Thanks.
Sure Uday, video soon coming on this. Stay tuned
Excellent input .
Yes, detailed value addition will be more helpful.
1) You told Backwards integration of KEI there in case of pvc. Does means Polycab/finolex does not have backward integration.
2) ploycab is not into EHV (its a query)
3) In thesis, KEI is into EHV mean. Which is barrier that means small player or unrecognized player it's a entry barrier right. Is it a big advantage to KEI.
Or else small player can also break this barrier.
Yes value evaluation with safety margins is good concept..
Absolutely love the case studies and in depth analysis!
Thanks for your kind words :)
Such an in depth analysis !
Amazing!
Detail valuation is really healpful
Helping to understand the overall industry of wires and cables, thanks for all your hard work and much importantly sharing with people like me to decide selecting the best business to invest.
Will you be providing subtitles for webinars that you do in soic course?
Your suggestion noted. Thanks for your interest.
Excellent amazing as usual.... being belong to power transmission sector ...must say u have given great insight of the sector and given the concept and comparison with peers are amazing...great learning ...keep it up ...hats of to you ...thank you so much sir for the session
Detail Valuation model is nice...to be continuing in next video.
Thanks for your response. Stay tuned.
Nothing but superb analysis, thanks
Hell yes for detailed analysis. Absolutely loved it ❤
A big Hell Yes for valuations evaluation. I think I liked the valuations analysis the most in this video amongst all our videos. Please include this going forward in all your videos. And I loved the background as well :)
Wonderful analysis...Eagerly waits for your sunday case study...Thanks so much for guiding us..Valuation portion is very good keep including such valuation analysis in every case study.....
Thanks Lokendra :)
Big fan of your analysis. Thanks for the content. I noticed the changing background. nice collections.
Thanks Rajeev :)
Yes , Please include valuation in every video .Awesome analysis overall .
Sir your analysis was awesome 🙏🙏.
Thanks Prahalad :)
Great as usual and hell yes for the valuation part and next video on art of selling for sure ✌️✌️
Thanks :)
Very Very nice video and good valuation thesis 👌. Please keep going on. Thanks a lot 🙏
Thanks Narendra :)
This kind of valuation is excellent 👌.
Please make a detailed analysis next on valuation.
Thanks 🙏
Thanks for your kind words :) Sure
🙏🙏 awesome valuations matrix...
Hell yes! Do include the valuation in every video.
Thanks for your response. Your feedback is important for us. Stay tuned.
Really like the valuation part & various scenarios discussed along with Risks. 👍
12:42 me Polycab k badle KEI hota. Great video as usual.