The review is very honest. Liked it. Just note that: There are nt any other MCC manufacturers that are listed on the indian exchanges and that gave #sigachi a scarcity premium- the kind of stuff that happens when investors feel that this is the only stock that can help them ride the MCC wave. Plus, we are very optimistic on QSR- the frozen dessert that you picked in kirana, the cheese, salad dressing that you eat contains MCC from sigachi. The 👄, shampoo, toothpaste, eyeliner, makeup items all contains sigachi MCC. So if you are +ve about qsr growth(Devyani), Pharma, and cosmetics (Nykaa)- sigachi presence will be every where.
Excellent analysis 👍🏼 People generally don't understand the work that goes into analysing the buisness and making a detailed video. Thank you for making these videos. Don't even consider what the trolls say on twitter. When you explain both thesis and anti-thesis points with such clarity, it's an individual's decision whether to go with it or not. Thank you.
Hi Ishmohit, can you please educate us on the plus and minus of high pe and low pe stocks. Which one is more promising, because we keep hearing different ideas from different well known investors. But it seems, they are right in their opinion also. Hence bit confused on the valuation front.
Good Analysis. But Sir pls include other companies of same sector for better comparative analysis. This should include different types of ratio analysis. Just depicting one fact that this company debtors days are high and creditors day are low. Means it has less bargaining power. Also, cash from operation is in the range of 50 to 60% of profit, but it is improving year on year.
Currently on Chapter 4 of Joy of Compounding, hoping to finish it before the webinar! :) Thanks for the video man, as always content is top class! 👍🏻👍🏻
I appreciate & agree with your antithesis, But there is something more, than what meets the eyes. Because, there is no way QIB & NII subscribed 250+ times (together), without factoring these risks. 😅
When investing in a micro/small cap what a retail investor can have is optimism, hope and belief in the Management team! I prefer to let Aamir Khan prive that he is a star before backing him! So I look at qsqt, raakh etc. and then firm my investment thesis! I'm invested since 2006 and so far this approach has worked satisfactorily! Aage kuch badlega to sochenge! 🤠🙏
Sir if I have to do analysis like you do should I go for cfa or any other course (A course because I gotta do a job for atleast 5 to 7 years to give myself a cushion financially )
Hello ishmohit always great to meet you please bring *ASHISH KANCHOLIA * and please do make a detailed video on GRAVITA india got good returns bough at 527 sold at 696 got good returns studied the company in detail but your way of understanding value chain cannot be matched thank you very much sir
Ishmohit has done a thoroughly wonderful job as always & we do appreciate. Thanks IShmohit,we always remain grateful to you. But Investors, Please consider the following also in case one has missed out: Sigachi's pre iPO equity capital was Rs 7.68 Cr. Just before the IPO, the co. issued 2:1 Bonus issue resulting in tripling of the equity capital. Then add the equity capital raised by the Co. in IPO. Now all the data on earnings,ROE,RoCE,P/E,etc which were quite rosy looking pre-IPO need to be reworked & re looked closely before any decision. Wish all investors best of times ahead !
@@SOICfinance u got me wrong. I write the words selected/ interested. I hav not written invested. Also I don't mean that these are not good companies or ur analysis are not good. But ur videos sound too biased which I have felt from all ur videos. Apology if u hv found offended
Can you do an analysis on Ion exchange and Antony waste handling cell. They seem to be a really interesting sector in the future with massive growth potential
Hi Ravi. 😃 Thank you for supporting our channel and our work, we are grateful to have your support. We're glad to add value to your investing journey. 😃🙏
Could you please guide us to what companies in indian listed space are I to making KSM....I could find only Deepak going into solvent space greatly from 2024 onwards....KSM has much more import substitution but couldn't find players
Hi Vaidik. 😃 Thanks for watching our videos. We're glad you like our content, we hope you choose to learn with us. 👍 We appreciate your kind words of support. 🙏💯🙌
Excellent review.Sigachi will reward long term investors.This is probably the only recently listed IPO that is completely fresh issue which would be used for expansion and retiring debt.Also post listing, the promoters have acquired 10000 shares at Rs.603/-.Since it is a micro cap,investors should have no more than 2% allocation to this stock in the portfolio at the moment
Sir your views on lux industry what do you think sir lux is gaining market cap from page sir and it's also cheap at current sir so it's now small fish in Ocean sirr 🙏
And sir..like vinati excelled in IBB and ABS what advantage could they bring into PAP..not understanding...cuz many already make in huge quantities right...and that too many do from phenol and benzene
Hi Anirban. 😃 Thank you for watching our video. 🙏 We appreciate your kind words of support and encouragement. 🔥 We are glad our content was interesting and informative for you. We hope to continue to add value to your knowledge and investing journey. 🙏
Why don't u sell these t shirt yaa it's beautiful yaa... Well u can marketing also with the t shirt when they buy I will the first to buy if u think of selling on Amazon....
Good analysis done...but try to make video shorter..and cover 2/3 companies..explain us ..use simple terms to understand .and try to be little slow...rest OK.. fine...
Hi Anil. 😃 Thank you for watching our video. We appreciate your feedback. 🙏 We hope to continue to add value to your knowledge and investing journey. We suggest using the timestamps to come back to the video after taking breaks. You can save the video to your 'watch later' playlist. You can also control the playback speed through the video's settings. Settings > Playback Speed > select a speed you're comfortable with. 😃👍
Hello soic, kindly try to feature in Nitin mangal sir in ur financial shenanigans lecture...he is the most respected and undervalued person in the industry.
Thank you so much for such a detailed analysis bhai.. At these busy schedules it’s impossible for and IT employee like me to go through about a company and it might take months to analyse one company. Coz of you lakhs of individuals are benefiting and gearing up their knowledge to next level and this helps individuals to have conviction to invest or not. Kudos! I have seen you appreciated @moneypurse work. It’s a Telugu TH-cam channel and we telugites are happy to have such a channel in Andhra. This appreciation shows your transparency and positive attitude. Thanks a Ton. Jai Hind🙏
Great analysis as ever. First time I think I'm watching without CC, very comfortable and better understanding. Hope you continue this trend, I'm sure this will pull more followers to the channel. Thanks again for the video.
Again its me. Boring weekend turned into an interesting one. 1.) besides stock analysis what is important is your opening with a mental model. Was introduced by a friend 1.5 yrs back what are mental models and yes they are powerful. (My favourite- first principles) 2.) at the back of my head i used to think initially that although you have knowledge, but ur main strength is bcoz of unseenvalue(3months back when i got to know about soic). But now for the last 10-15 days it is clear you your own mindset and even have the courage to take another route/skip his convictions using your own brains 🧠. Future is bright . 🙏💯
Sir entry barrier to this business is high or not sir and what is the size of export sir and size of there market cap in india along with the per one's sir
Hi Mr. Sangam. 😃 Thank you for watching our video. Aap video ke subtitles Hindi mein dekh sakte hai. Settings> Subtitles > Auto Translate > choose 'Hindi' 😃🙏
Adding Thesis pointer :: the Fields in which the company operates i.e. pharma, food and cosmetic is inflation proof as people will buy medicine and food no matter what is the price. Anti theis :: 1) large dependence on pharma And 2) Chinese company intervention
The review is very honest. Liked it. Just note that: There are nt any other MCC manufacturers that are listed on the indian exchanges and that gave #sigachi a scarcity premium- the kind of stuff that happens when investors feel that this is the only stock that can help them ride the MCC wave.
Plus, we are very optimistic on QSR- the frozen dessert that you picked in kirana, the cheese, salad dressing that you eat contains MCC from sigachi. The 👄, shampoo, toothpaste, eyeliner, makeup items all contains sigachi MCC.
So if you are +ve about qsr growth(Devyani), Pharma, and cosmetics (Nykaa)- sigachi presence will be every where.
Thanks for posting your view point :)
Excellent analysis 👍🏼
People generally don't understand the work that goes into analysing the buisness and making a detailed video.
Thank you for making these videos.
Don't even consider what the trolls say on twitter. When you explain both thesis and anti-thesis points with such clarity, it's an individual's decision whether to go with it or not.
Thank you.
Thank you so much Shiva for your kind words :)
Your Hindi best
Don't make video English
Because everyone understands
Hi Ishmohit, can you please educate us on the plus and minus of high pe and low pe stocks. Which one is more promising, because we keep hearing different ideas from different well known investors. But it seems, they are right in their opinion also. Hence bit confused on the valuation front.
Thank you Ishmohit sir and team SOIC....for analysis of the company...your efforts are valuable and appricated...
Thank you Jaiprakash :) Hope to keep adding value
Wonderful 👌
Pl continue doing your analysis in ENGLISH...
Sure Aruna, noted your suggestion :)
Good Analysis. But Sir pls include other companies of same sector for better comparative analysis. This should include different types of ratio analysis. Just depicting one fact that this company debtors days are high and creditors day are low. Means it has less bargaining power. Also, cash from operation is in the range of 50 to 60% of profit, but it is improving year on year.
Thank you Ishmohit. It was very informative. Learnt something new called MCC, and CFO/PAT ratio.
Sir some detail on CFO/PAT RATIO
Pls. Make Video On "LatentView Analytics LTD".
Hi Harsh. 😃 Thank you for watching our video. 🙏
We'll keep your suggestion in mind and see what we can do. 👍
Currently on Chapter 4 of Joy of Compounding, hoping to finish it before the webinar! :)
Thanks for the video man, as always content is top class! 👍🏻👍🏻
Thanks for your kind words :) Hope to keep adding value in your investing journey
I m fan of ur video sir
I m view ur all video...nice video
Now i m not affordable premium plan
Thanks Sunil for your kind words :) Hope to keep adding value in your investing journey
once again very rich content delivered by team "SOIC" thanks to cover all the aspects in 18 min it takes lot of hard work
Thanks Abhijit for your kind words :) Hope to keep adding value
Thank you for explaining in English
Most Welcome :)
Ur circle of competence may be Chemical and pharma sectors...Have been adding pharma and chemical sectors, watching ur videos
Sir is CFA or mba degree useful for deatiled anaylsis of a company
No
So, company is doing good. But is it still overvalued as per the share price ?
Hello, have shared my thoughts on valuation in the video :)
Yes honest views. Anyway I have invested.
Again you Teaches us a new Area of ignorance via circle of competence
Voww
Jai Hind
Thanks Pankaj :) Hope to keep adding value
Jai Hind
I appreciate & agree with your antithesis,
But there is something more, than what meets the eyes.
Because, there is no way QIB & NII subscribed 250+ times (together), without factoring these risks. 😅
Nice one sir.Plz do the analysis of LTTS, LUX IND which will be next giant.give us ur confirmation .
Hello Suhas, We have covered LTTS in detailed in our blog- soic.in/blog-description/ltts
We will soon cover Lux Industries and it's peers :)
@@SOICfinance Thank you sir
Great work from soic Through videos and Blogs on companies in website for non-memberships as well
Great 👍
Thanks Dileep :) Glad you liked it
Can you suggest any book on insurance sector????????? 🙏🙏🙏🙏🙏🙏🙏
When investing in a micro/small cap what a retail investor can have is optimism, hope and belief in the Management team! I prefer to let Aamir Khan prive that he is a star before backing him! So I look at qsqt, raakh etc. and then firm my investment thesis! I'm invested since 2006 and so far this approach has worked satisfactorily! Aage kuch badlega to sochenge! 🤠🙏
Sir if I have to do analysis like you do should I go for cfa or any other course
(A course because I gotta do a job for atleast 5 to 7 years to give myself a cushion financially )
wow full in english
The way you are honest to investing is pure class!!!
Thanks Siddhant :) Hope to keep adding value
Hello ishmohit always great to meet you please bring *ASHISH KANCHOLIA * and please do make a detailed video on GRAVITA india got good returns bough at 527 sold at 696 got good returns studied the company in detail but your way of understanding value chain cannot be matched thank you very much sir
#SIGACHI_INDUSTRIES
ANNOUNCES Q2 RESULTS
Q2 Revenues @ 57.2 Crores Vs QoQ Rs 54.9 Cr Vs YoY Rs 48.9 Cr
Q2 Profits @ Rs 9.75 Crores Vs QoQ Rs 9.03 Cr Vs YoY Rs 8 Cr
I know it takes huge efforts to make detailed quality video. But we would like to see you at least 2 times a week.
Thanks Makarand :) Sure, noted your suggestion. We will surely try it
Yes sirrr
Ishmohit has done a thoroughly wonderful job as always & we do appreciate. Thanks IShmohit,we always remain grateful to you. But Investors, Please consider the following also in case one has missed out: Sigachi's pre iPO equity capital was Rs 7.68 Cr. Just before the IPO, the co. issued 2:1 Bonus issue resulting in tripling of the equity capital. Then add the equity capital raised by the Co. in IPO. Now all the data on earnings,ROE,RoCE,P/E,etc which were quite rosy looking pre-IPO need to be reworked & re looked closely before any decision. Wish all investors best of times ahead !
👌👌👌
Sir thanks for the in depth information..sir any reason why you are not making video on MASTEK..been waiting from many months..PLS
Hello, we are coming up with a detailed blog on the same. Stay tuned :)
You are too much biased to ur selected/ interested companies, probably bec u r invested in them.
I even mentioned I am not invested here. Please atleast watch the video..
@@SOICfinance u got me wrong. I write the words selected/ interested. I hav not written invested. Also I don't mean that these are not good companies or ur analysis are not good. But ur videos sound too biased which I have felt from all ur videos. Apology if u hv found offended
@@fcahimgupta2008 anti thesis also given. What else can I do??
Sirji pls hindi mein video laya karo hum logo ko madat ho jaye 😀🙏
Noted your suggestion :)
Sigachi industries
Can you do an analysis on Ion exchange and Antony waste handling cell. They seem to be a really interesting sector in the future with massive growth potential
Sir please 🙏🙏🙏 hindi me batayenge to jada behtareen hoga
Noted your suggestion :)
Ishmohit salute again from Bengaluru. Very insightful video with the mental model thrown in for free 👍. May our tribe reach 100k soon
Hi Ravi. 😃 Thank you for supporting our channel and our work, we are grateful to have your support. We're glad to add value to your investing journey. 😃🙏
Could you please guide us to what companies in indian listed space are I to making KSM....I could find only Deepak going into solvent space greatly from 2024 onwards....KSM has much more import substitution but couldn't find players
Disclaimer: This channel is highly addictive 😨
Agreed
True 😀
Sahi pakde hain !!😀😀
Hi Vaidik. 😃 Thanks for watching our videos.
We're glad you like our content, we hope you choose to learn with us. 👍
We appreciate your kind words of support. 🙏💯🙌
Excellent review.Sigachi will reward long term investors.This is probably the only recently listed IPO that is completely fresh issue which would be used for expansion and retiring debt.Also post listing, the promoters have acquired 10000 shares at Rs.603/-.Since it is a micro cap,investors should have no more than 2% allocation to this stock in the portfolio at the moment
What about Map my India?
Great brother.. Try other shades of turban too ❤️
Thanks for watching our videos, Mandhir. 😃
Any discounts available for SOIC membership?
Apni video me Hindi words ko samil Kare samajhane me asani hogi
Sanjay aap Hindi subtitles on kar sakte hai hummare English videos ke liye.
Video settings > Subtitles > Auto-translate> Hindi
Wait and watch for this company
Sir your views on lux industry what do you think sir lux is gaining market cap from page sir and it's also cheap at current sir so it's now small fish in Ocean sirr 🙏
Hello Gurpreet, we will soon cover it. Right now, we are studying the industry in depth along with different listed and unlisted players :)
@@SOICfinance thanks sir
Also which is good for long term...Kpr mill or lux industry
And sir..like vinati excelled in IBB and ABS what advantage could they bring into PAP..not understanding...cuz many already make in huge quantities right...and that too many do from phenol and benzene
i was 100% confirm its sigachi enterprises video soic please check my comment out there
Sigachi
Yes :)
Please analyse dixon technologies it has fy21 revenue of 6500 cr which is expected to triple in just next 2 years
U r the amazing rock star ✨ in field of investment idea. Great. always enjoy ur session. keep it up✌️
Hi Anirban. 😃 Thank you for watching our video. 🙏
We appreciate your kind words of support and encouragement. 🔥
We are glad our content was interesting and informative for you. We hope to continue to add value to your knowledge and investing journey. 🙏
Video focused banane ki koshis karo. Kiuke sabke pass itna time nehi hai. Agar itna time hota to university me hota TH-cam par nehi☺☺
Why don't u sell these t shirt yaa it's beautiful yaa...
Well u can marketing also with the t shirt when they buy
I will the first to buy if u think of selling on Amazon....
Sure Shaun, we will keep you updated on the same. We are soon coming up with the SOIC Merchandise store :)
Good analysis done...but try to make video shorter..and cover 2/3 companies..explain us ..use simple terms to understand .and try to be little slow...rest OK.. fine...
Hi Anil. 😃 Thank you for watching our video.
We appreciate your feedback. 🙏 We hope to continue to add value to your knowledge and investing journey.
We suggest using the timestamps to come back to the video after taking breaks. You can save the video to your 'watch later' playlist.
You can also control the playback speed through the video's settings.
Settings > Playback Speed > select a speed you're comfortable with. 😃👍
Excellent knowledge and analysis...
Thanks a lot Mohit sir for explaining new mental model.. Waiting for more updates from SOIC
Thanks a lot Ram :) Hope to keep adding value
What about krsnaa diagnostics. It has good ROE, ROCE and capex going on.
How simply u r providing decent knowledge for zero fees🤠✌keep it up ishmoit
Thanks Vivek for your kind words :) Hope to keep adding value
Excellent video Ishmohit. Thank you for educating retail investors at such scale.
Thanks Chinmay :) Hope to keep adding value
Sir good evening. Sir Kiya Mai aap se milskata hu .ya bat hi ho jaye. You are really great.
Do a video on airline industry and analyse TAAL Enterprises please.
A lot of numbers and factors. Thanks.
Please Analyse the Beauty and Personal Care Sector where Nykaa Operates and the related Stocks right from supplying Raw materials to Finish Products
Hi Dinamani. 😃 Thank you for watching our video.
We'll consider your suggestion. 👍
Hello soic, kindly try to feature in Nitin mangal sir in ur financial shenanigans lecture...he is the most respected and undervalued person in the industry.
Thank you so much for such a detailed analysis bhai.. At these busy schedules it’s impossible for and IT employee like me to go through about a company and it might take months to analyse one company.
Coz of you lakhs of individuals are benefiting and gearing up their knowledge to next level and this helps individuals to have conviction to invest or not. Kudos!
I have seen you appreciated @moneypurse work. It’s a Telugu TH-cam channel and we telugites are happy to have such a channel in Andhra. This appreciation shows your transparency and positive attitude.
Thanks a Ton. Jai Hind🙏
I would love to use your presentation templates at work. Can you let me know where you get them from?
Thank you for watching our video, Shiva. 😃
You can check out Adobe Spark, Crello, Canva, Visme, etc.
Ur telegram channel name ?
Thank you for watching our video. 😃👍
SOIC Learning Club, exclusive for members. 😃
Please touch upon competition domestically and in international market
Great analysis and your simple language makes it smooth to understand for everyone.
Thanks Nitin for your kind words :) Hope to keep adding value
Always awaiting your videos. Great knowledge of different kind of businesses
Hi Ishmohit and SOIC team.. request to make a video on Redington.. any views on the same?
Sure Mayank, we will soon release it. Stay tuned :)
Great analysis as ever. First time I think I'm watching without CC, very comfortable and better understanding.
Hope you continue this trend, I'm sure this will pull more followers to the channel.
Thanks again for the video.
Thanks Ramji :) Noted your suggestion and thanks for well wishes :)
THANKS for Your Sunday Video ✌️☺️
Most Welcome Piyush :)
Again its me.
Boring weekend turned into an interesting one.
1.) besides stock analysis what is important is your opening with a mental model. Was introduced by a friend 1.5 yrs back what are mental models and yes they are powerful. (My favourite- first principles)
2.) at the back of my head i used to think initially that although you have knowledge, but ur main strength is bcoz of unseenvalue(3months back when i got to know about soic). But now for the last 10-15 days it is clear you your own mindset and even have the courage to take another route/skip his convictions using your own brains 🧠.
Future is bright . 🙏💯
Thanks Gautam for your kind words and well wishes :) Hope to keep adding value in your investing journey
Be aware !!! Your videos are more addictive than drugs.... police may caught you some day😍
Hahaha :) Glad you liked it, hope to keep adding value Sumit :)
Wow, Amazing Insights, It's the Best Channel when it comes to Fundamentals
Sir, please make Next details video on
Latent view
Noted your suggestion, stay tuned :)
Humari Agyanta ka cakra,aapki ghyanta ke cakra se hi pura hoga.
Please make a video on company's management analysis.
Sure, stay tuned :)
Awesome as always 👍 plz Video ko Hindi me bnaye bcz most of your Subscribers Hindi hi better samjhte hain 🙏
Thanks Rahul, Noted your Suggestion Rahul :)
Sir entry barrier to this business is high or not sir and what is the size of export sir and size of there market cap in india along with the per one's sir
Great 👍👍👍👍👍 can you do like this on Black Rose industries......it is interesting
Thanks :) Sure, will cover it soon. Stay tuned :)
Analysis on ami organic
Thank you for your suggestion, we will consider it. 😃👍
❤️ se thanks. Aapke 50% shrota Hindi bhashi Kshetra se aate Hain please unka bhi khyal rakhiye 🙏🙏🙏
Hi Mr. Sangam. 😃 Thank you for watching our video. Aap video ke subtitles Hindi mein dekh sakte hai.
Settings> Subtitles > Auto Translate > choose 'Hindi' 😃🙏
अरे सर जी हिंदी में वीडियो बनाया करो
Namaste Arjunji. 😃🙏
Video settings > Subtitles > Auto-translate> Hindi
@@SOICfinance सर जी जो मजा हिंदी में सुनने में है वो पढ़ने में कहां।🙏🙏
Great analysis. You done great job for us.
Sir kindly do research on bodal chemicals as well
Brother 1 business analysis video on Paushak or HLE GLASCOAT, whichever you like 🙏🙏🙏🙏🙏🙏🙏🙏 please
Hi Rajan. 😃 Thank you for watching our video.
We’ll consider your suggestions. 👍
@@SOICfinance sure Brother, I'll be waiting 😇
Very Good details man, hats off for your efforts
Can you also analyze RACL Geartech and Gulshan Polyols
Thanks
Thanks Rahul :) Sure, will analyse it soon. Stay tuned :)
Veey good research, please provider telegram channel link, as there is lots of fake account are there..
Hi Utmesh. 😃 Thank you for watching our video.
The SOIC Learning Club is for SOIC Members only. 😃
Blessings blessings blessings
.
.
.
Can you discount some pennies for a 1st year collage student?😂
Thank you :) Kindly mail us on info@soic.in
Sir Sequent scientific still gud for long term?
Always great learning from you..... Thanks a lot 🙏🙏🙏🙏
Thanks Sunny for your kind words :) Hope to keep adding value
sir, video hindi me banaya kijiye bahut logo ko achhe se samjhne me nhi ata...mujhe bhi.
Namaste Mr. Krishna. 😃 Aap video ke subtitles Hindi mein dekh sakte hai.
Settings > Subtitles > Auto Translate > 'Hindi' 😃🙏
What's your views on Nupur recyclers, seems good NSE SME
Have not studied it yet. We will cover it soon, Stay tuned :)
Sirji plz start investment service
apne batya hua sequent scientific gayo dub
सर मैं अंग्रेजी कम जानता हूं।। स्टॉक मार्केट में सहायता कीजिये प्लीज।।।।।। कोई सुझाव है तो प्लीज।।।।।।।
Namaste Binodji, हम वित्तीय निवेश सलाह प्रदान नहीं करते हैं, हम एक शिक्षा संगठन है।😃🙏
Video Settings > Subtitles > Auto-Translate > Hindi
आपका कोटि कोटि धन्यवाद।।।।🙏🙏🙏
Excellent bro . keep servings such knowledge.n heartily thanks for it 🇮🇳😇
Thanks Mariya :)
All best wishes for your productive effort.
Keep it up.
God bls you.. Pl take care.
Thanks Shridevi :) Hope to keep adding value
Adding
Thesis pointer :: the Fields in which the company operates i.e. pharma, food and cosmetic is inflation proof as people will buy medicine and food no matter what is the price.
Anti theis :: 1) large dependence on pharma
And 2) Chinese company intervention
I don't find the telegram link in description, please share the link
Sorry for the delay. Video link- th-cam.com/video/xBggz0H6CVo/w-d-xo.html