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!
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.
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
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.
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!!
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
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.
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.
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
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....🤩
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.
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. 🤜
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 :)
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.
I learned many things on peer to peer analysis as I m holding a stock from the same industry and even working on the same industry. Valuation part was enlightening one. As I work on the electrical industry and even visited few factories I would like to add fee things 1.EHV cable industry is not a duopoly industry, even few unlisted players are making cable upto 220kV class. 2. Project division is better play for these type of manufactures as they can use their own product for installation. 3. Now days even the regional players are investing heavily on brand building and entering into FMEG sector.
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.
Big salute to you knowledge and wisdom..... thank you very much... have learnt a lot from your videos and applying that knowledge in real time investing.... can you please make one video on EKI Energy.. Watched few videos already on EKI Energy business but didnt understand clearly as to what exactly is the role of EKI Energy in carbon credit and carbon emission... would be very grateful if you can make one video on EKI energy.... Thank you
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.....
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
Nice video, just 1 suggestion try to tell multiple terms in normal way, where retail can understand it easily. Ur doing good.... Keep going High.Thanks
Thank u soic for such a wonderful business... I did some scuttle butt in the Bussiness of polycab All the electrican were saying polycab are good in wires... Havells surely has wire but they have wires which are fire proof... And they expensive... And people buy more of polycab then havells
I feel liable to like each of your video after watching it. You never keep repeatedly asking for likes and selling of products as other finance youtubers keep on saying atleast 10 times in their videos. Professionalism at its best with quality content!! Thank you!!
Great video, helped me understand I should not transfer cash from liquid, high ROCE, WC squeezed companies into wires. The retail growth is laughablly marginal, and for someone like SOIC to talk about such a high PE company with a negative cash flow, its really a bad reflection. Prospects are all in proxies, and randomly derived forecast. Sometimes your videos make us discover hidden gems, sometimes they help us prevent losing wealth. Will wait and watch if ROCE improves in 2 years, and revisits, will rotate my cash in other sectors till then.
Loved it and "HELL YES" we would love to see that level of detailed analysis. Can u make your next video on building material segment and after that on art of selling.
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 :)
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 :)
Value evaluation is good, it should be included in every analysis
Sure, noted your suggestion :)
Seconded
Typewriter, dial phone.. Gr8 background 😇
Research & Quality of content not to mention top notch 👍
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.
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.🙏🏻
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.
Yes valuation is must 👍👍
‘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 👍🏼
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!!
One more Excellent detailed biz analysis, thanks for it, Yes we want detailed valuation analysis and do Building material analysis in next video
Sirjee
You visionary is great..
Hell yesss… this format is definitely reqd in the field of investing
Thanks for your feedback. Hope to keep adding value. Stay tuned.
only kaam ki baat no bakwas ! well done
Thanks Raman :)
This valuation method is the best and very simple to understand
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
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 my favorite TH-cam channel
Yes. valuation part of soic channel make unique. Detail valuation will be one more good thing...keep in every video
AMAZING Content.. Really impressive.. You force people to like content without asking for it..that is really rare.
Thanks for great video. Further increased my conviction in polycab :-)
Thanks for your response. Your feedback motivates us. Stay tuned.
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 :)
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.
Amazing analysis and synopsis to understand the business values of this sector
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.
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
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
Good content.
Nice explaination.
I am holding this share for the last 5 years.
Superb , very simplified way please continue this way
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 :)
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
Add valuation part in every video... Thanku Guruji for sharing your knowledge.
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.
Very well explained indeed, as always. Kudos to Ishmohit for all the hard work.
Thanks Ashish :)
Valuation analysis is really very insightful thanks for the in depth analysis.
Great insight. Really value your efforts. Detailed valuations is welcome
great analysis. Liked the valuations method. Keep it up!
My vote for next video is for art of selling
Thank you :)
Hats off to your presentation of subject.
Awesome 👌
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. 🤜
Thank you so much for your video. The valuation part is very good, hope to see it again in future videos.
Great insights....specially the valuation technique.... love to learn more on it
Hell yes! Art of selling 😊
This channel is gold
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 :)
Yes value evaluation with safety margins is good concept..
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
Thanks for the insightful video. Detailed valuation part is just awesome. Kindly keep it up in coming videos as well. Thanks 🙏
Keep the valuation part in all the videos.. its like cherry on the cake. loving it
Thanks a lot for this extensive knowledge... this much valuation is enough.
As usual indepth wonderful analysis and comparison . Always great content. Also valuation of business included. Thanks sir 🙏
Most Welcome :)
Excellent analysis.. Thank you for the knowledge imparted.
Thanks for your kind word. Stay tuned.
Excellent analysis
Good to see the valuation part...keep it in each of the analysis !!
Pros and cons given with deep knowledge.
Thank you for this informative content.
Superb analysis, loved the valuation part! please continue
Another gem by SOIC, thanks for this deep-dive informative video
Thanks Pawan :)
Your Contents are very much underrated sir...
HELL YESSS!!! Thank you so much for this video.
I learned many things on peer to peer analysis as I m holding a stock from the same industry and even working on the same industry. Valuation part was enlightening one.
As I work on the electrical industry and even visited few factories I would like to add fee things
1.EHV cable industry is not a duopoly industry, even few unlisted players are making cable upto 220kV class.
2. Project division is better play for these type of manufactures as they can use their own product for installation.
3. Now days even the regional players are investing heavily on brand building and entering into FMEG sector.
Upto 400v Ehv, 3 players there :)
Definitely yes for the valuations!!! Thanks for sharing.
Thanks for getting me understood about valuation… Please focus more on valuation part. You are doing good job.
Holding Polycab !! hope to grow with it for the next 10 yrs.. And Yes !! valuation part was excellent.. Building materials next pls !!
Very good video. Much simplified a complicated process
In-depth Analysis.
Thanks Sir.
Most Welcome :)
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.
One of the best case study till I have learned from soic 👍
Valuation part is owsm👍
Big salute to you knowledge and wisdom..... thank you very much... have learnt a lot from your videos and applying that knowledge in real time investing.... can you please make one video on EKI Energy.. Watched few videos already on EKI Energy business but didnt understand clearly as to what exactly is the role of EKI Energy in carbon credit and carbon emission... would be very grateful if you can make one video on EKI energy.... Thank you
Great to add valuation segment.Thank you
Very well explained. Keep it up✌🏼
Big fan of your analysis. Thanks for the content. I noticed the changing background. nice collections.
Thanks Rajeev :)
Awesome explained .... love to see the analysis
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 :)
Detail Valuation model is nice...to be continuing in next video.
Thanks for your response. Stay tuned.
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
Nice video, just 1 suggestion try to tell multiple terms in normal way, where retail can understand it easily. Ur doing good.... Keep going High.Thanks
Big yes for valuation part.
Segment for building material.
Yes pls include valuation. Request next video analysis on the 3rd point. Thanks for this video..full of knowledge as always !!
Thank u soic for such a wonderful business... I did some scuttle butt in the Bussiness of polycab
All the electrican were saying polycab are good in wires...
Havells surely has wire but they have wires which are fire proof... And they expensive...
And people buy more of polycab then havells
hell yeah. please include detail valuation. and i would like to see undervalued nbfc video next. thank you for your hard work soic team.
I feel liable to like each of your video after watching it. You never keep repeatedly asking for likes and selling of products as other finance youtubers keep on saying atleast 10 times in their videos. Professionalism at its best with quality content!! Thank you!!
Thank you so much for your kind words :)
Great way of analysing valuation please put this in every video 🙏
Thank you so much for this helpful video... I hope you will add "Valuation" part in all your upcoming videos.
Thanks for your feedback. Stay tuned.
Excellent analysis and deep knowledge specially your valuation part
Very Very nice video and good valuation thesis 👌. Please keep going on. Thanks a lot 🙏
Thanks Narendra :)
Detail valuation is really healpful
Great video, helped me understand I should not transfer cash from liquid, high ROCE, WC squeezed companies into wires. The retail growth is laughablly marginal, and for someone like SOIC to talk about such a high PE company with a negative cash flow, its really a bad reflection.
Prospects are all in proxies, and randomly derived forecast. Sometimes your videos make us discover hidden gems, sometimes they help us prevent losing wealth. Will wait and watch if ROCE improves in 2 years, and revisits, will rotate my cash in other sectors till then.
Excellent content and analysis
Valuation part was nice. Easy to understand ❤️ Great work ishmohit sir ji as always
Thanks for your feedback. Keeps us motivated. Stay tuned.
Hell yes!!! Valuation should be in every presentation of yours... great content like always👌👍
Yes , Please include valuation in every video .Awesome analysis overall .
Hell yes! Do include the valuation in every video.
Thanks for your response. Your feedback is important for us. Stay tuned.
Very good valuation analysis, please continue for future contents.
Superb video as expected,You guys are the belissings for retail investors keep it up team Soic and ishmohit 👍
It's amazing analysis of valuation explanation.
Definitely Useful video
Thanks a lot. Hope to keep adding value.
Yes..For valuation
Loved it and "HELL YES" we would love to see that level of detailed analysis. Can u make your next video on building material segment and after that on art of selling.