CDSL, is one such example, as it comes in the same category.trader may use different brokerage, since maximum brokers are tied up with cdsl, every buy n sell will be benefit them.and slowly it is taking market share of nsdl.
Your analysis on wide range of chemical stocks is very good. You seem to have indepth knowledge in this area. If you can come up with videos on warren buffett letters to share holders it will be great source of learning for investors
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support. Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
Paaji anaysis gaya tel lene, one the best thing I like bout you is no dramatization. I am so sick and fed up of other analyzers they so much over-dramatize things like Soap Opera. ! Keep it up...
Bhai Tussi great ho!!! i have been watching you tube channels for stock knowledge and advice for couple of years but never seen anything like this. Most of the other channels will just talk about idiotic things to support their stock recommendation but you are providing such an in depth knowledge of company and industry that is amazing!!! I finished this book very recently and i can feel that this is how Peter lynch also managed his fund...which is by in-depth knowledge of the business and company that he invested in. Thanks for sharing all the info!!!
Hi Manish 😁 Thanks for wanting our video! We appreciate your kind words of encouragement! 🙏 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ ✅ Keep yourself updated by checking our TH-cam community page! ❇️ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘How to Pick Stocks Like Peter Lynch in India’: soic.in/blog-description/peterlynch 🆕
Sir Jo knowledge diye kash app marked down ke time diye hote to bohot kuch ho jata phir bhi salute to you sir. Keep motivate to us by your awesome video.
Thanks for your kind words :) Learning is more important as in long run, market will give opportunities. For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Every video of yours has in depth understanding of domain. You enlightened all of us with clear explanation of pharma value chain (it has never been so simple). However I am skeptical about info edge. With my working knowledge of tech industry for more than 18 years, I would say their flagship naukri.com is gone business now (can explain in detail if you want).
Heyy Bro CAMS is also one such business. Almost all the large MF houses, brokergages uses its services. ROCE is also above 20. Its intrinssic valuation is around 1100-1200. CMP:-1450
We would be coming up with Stock analysis of the same soon. Stay tuned :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Thank you for your support 😃 We appreciate your feedback and support. Subscribe to our channel for more educational videos. We are uploading a new video tomorrow at 11 a.m. Don't miss out!
I have worked in ABC bearing which is Bought by Timken. The cost of Employee, Mgf cost are very less which have been experiencing. Like Timken is Using ABC bearings as Low Cost manufacturing base. Even in All the companies were shut during Second wave conapny is only giving employement according to Locals.
Amazed with the kind of depth you have achieved in your subject matter already bro…this is extraordinary! And such efforts bring exceptional rewards so stay committed 👍
The book Hidden Champions of the 21st century can be useful for understanding more about his concept. Also, Mold-Tek Packaging Ltd can also fall in this category (please cover that in future videos)
Thanks for your kind words :) Sure, stay tuned :) We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Very well explained, simple and easy to understand Surely....I am a nummbskull for missing this Gem (Video), if i watched earlier (7 months) ago, it would definitely benefitted me much more... but still holding one of the Example cited .....🎉🎉🎉🙏
Thanks for your kind words Rohan :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Sir, this was a very insightful and mind-opening video! Thanks a lot for the efforts taken. Your videos act as teaching guides about investment which is very beneficial for long-term investors.
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support. Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
As always, another excellent video, gave us a lot of perspective to think about valuing companies. Would love your views on the policy of coffee can investing methodology (similar to the Peter Lynch methodology here) by Saurabh Mukheerjea, thank you
Is there any way I can provide you value like becoming your you tube moderator if someone comments anything negative I will remove it , or something else 🙂
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi sir this channel is wonderful do continue these education videos. I request you a detailed video on agriculture sectors with fertilizer companies on focus as govt is focussing on rural economy. Thanks 🙏
Sure, Stay tuned. We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Sure, stay tuned. We also cover this in our SOIC Intensive course under SOIC 5 bucket Valuation Framework. For more details, do visit- www.soic.in/course
Hi Anil!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content was insightful for you. 💯 We hope you continue to learn along with us! 😁👍 We look forward to your feedback on our analysis of Laurus Labs’s Annual Report, coming on Friday at 11 a.m. 📌📣
Friend your videos are simply superb .Not only the presentation but content is also mind-blowing.However I didn't liked the webinar of platform business since the other guy was not delivering in a systematic manner.I felt he was just reading the news .I acknowledge he would be a knowledgeable person but he needs to do lot of improvement if he wants to progress in L&D field.I know I am blunt but I am writing this for your future benefits and progress in this field .Please take this as elder brothers advice rather than a criticism. Keep doing the good work...Cheers!!
Thanks for your kind words & we have noted your suggestion :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi Ishmohit! I’ve been following your channel for a couple of months now. Thank you for the amazing work you are doing. I wish you all the good luck in your endeavors. If possible please make a detailed analysis of Axtel industries. Thank you 🙏
Thank you so much for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey. Sure, we will soon cover it. Stay tuned
Thank you for watching our video! @Pankaj Singh 😁 Do subscribe to our channel for more educational content! Check out latest blogs here: soic.in/blog-description/starbucks
Very insightful video. Keep up the good work. 👍 Can you make a video/analysis on market leader chemical stocks facing headwinds Aarti Industries ( contract cancellation) Pidilite Industries ( muted Q4) Fine Organic ( Q4 , China impact)
We did write some thing on Aarti: Aarti industries Update on Contract Cancelling: Total capex for the plant was 400 crores and the company would be receiving $120-130 million(800-900crores) as compensation as a part of the clause in the contract by the end of March 2022. When the contract was signed, there was less supply of this intermediate. The client has taken a longer strategic view and we expect the client to install the plant in his own country. Net present value loss is close to 25-30% based on all the earnings that would have accrued to the company. Company might forward integrate from intermediates to technical grade ingredients (basically from intermediate to the active salt that works in the pesticide). Company already works with the major agchem players. No change in guidance for next 2 years, Contract money to start coming in from Fy23 onwards. 1/3 rd to be received by 2021 and 2/3rd as a bullet payment by March 2022. Company is free to use this plant to sell this intermediate to other customers. Company has started working on the same. Seeing more enquiries due to covid 19 disruptions as clients are looking to diversify from China and de-risk supply chain. On promoter selling: indicated some years ago that we will be donating money to charity Cancelling of such big contracts is a very rare occurrence. As compensation clause is also included in the contract. My view: would give the management longer rope, if you just go and read their last 10 years of concall you will get to know the kind of business execution that they have done. I’ve been wrong in the past and expect to be wrong in the future, take my opinions with a bucket full of salt as I might be biased. Not a recommendation or any suggestions, only meant for educational purposes
Hi Jitin! 😁 Thanks for watching our video! We appreciate your interest in our course. You can enrol in our course whenever you want, visit our website www.soic.in or email us at info@soic.in for information about our course. 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Awesome video. It enhance my knowledge and the way of thinking towards stocks. What is the difference between a value and a growing stock? What is your opinion and why??
Thanks Rakesh for your kind words :) Hope to add more value in your investing journey. Sure, we will soon cover in depth in our Sectoral Webinar Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs
Yes, it can be. We are planning for a webinar to platform companies soon :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
I think in the above categorie, companies like India Mart and Affle may be included as they are related to platform providing business model. Kindly clarify as I am doing research on these two stocks..
Yes, both of them can be included. Very interesting business models including Info Edge. Soon we will be covering platform companies in our upcoming webinar or videos. For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Very good content . Request you to ,add earning CAGR of past 10/5 years alongwith ROCE / ROE aas both these things together make investors wealth grow . Of course in case of course like infoedge - where benefits are more in future - there it may be future earning growth potential - otherwise historical earning growth and ROE both should be mentioned sir
@@SOICfinance Thanks!. Unfortunately I don't understand Hindi but still I could feel the quality of your content based on rest of your English explanation. English subtitles would help non-Hindi viewers like me to become subscribers.
CDSL, is one such example, as it comes in the same category.trader may use different brokerage, since maximum brokers are tied up with cdsl, every buy n sell will be benefit them.and slowly it is taking market share of nsdl.
Yes, we would soon be covering CDSL :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Your analysis on wide range of chemical stocks is very good. You seem to have indepth knowledge in this area. If you can come up with videos on warren buffett letters to share holders it will be great source of learning for investors
We will be coming up with analysis on other sectors too :) we are sector agnostic generally
AMAZING VIDEO BROTHER. KEEP MAKING SUCH VIDEOS YOU R GONNA BE BIGG ON YT SOON!
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support.
Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
Paaji anaysis gaya tel lene, one the best thing I like bout you is no dramatization. I am so sick and fed up of other analyzers they so much over-dramatize things like Soap Opera. ! Keep it up...
Thanks Deepesh :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Bhai Tussi great ho!!! i have been watching you tube channels for stock knowledge and advice for couple of years but never seen anything like this. Most of the other channels will just talk about idiotic things to support their stock recommendation but you are providing such an in depth knowledge of company and industry that is amazing!!! I finished this book very recently and i can feel that this is how Peter lynch also managed his fund...which is by in-depth knowledge of the business and company that he invested in. Thanks for sharing all the info!!!
Thanks Amit :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Great Job... You have a long way to go. You yourself are a Goldmine. Keep up the hardwork!!
Thanks so much :)
Very logical. Unlike other vedios in you Tube, your reviews are logical and genuine. Pls keep it up
Thanks Gaurav :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Sirji always salue 4 ur efforts.....
Hi Manish 😁 Thanks for wanting our video!
We appreciate your kind words of encouragement! 🙏
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️
✅ Keep yourself updated by checking our TH-cam community page! ❇️
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘How to Pick Stocks Like Peter Lynch in India’: soic.in/blog-description/peterlynch 🆕
Sir Jo knowledge diye kash app marked down ke time diye hote to bohot kuch ho jata phir bhi salute to you sir. Keep motivate to us by your awesome video.
Thanks for your kind words :)
Learning is more important as in long run, market will give opportunities.
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Every video of yours has in depth understanding of domain. You enlightened all of us with clear explanation of pharma value chain (it has never been so simple).
However I am skeptical about info edge. With my working knowledge of tech industry for more than 18 years, I would say their flagship naukri.com is gone business now (can explain in detail if you want).
Can you please elaborate a bit ? Would be of great help to us :)
@Devendra Sir.. definitely Sir..We want to know details in it
Heyy Bro CAMS is also one such business. Almost all the large MF houses, brokergages uses its services. ROCE is also above 20. Its intrinssic valuation is around 1100-1200. CMP:-1450
We would be coming up with Stock analysis of the same soon. Stay tuned :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Video is really full of knowledge and common sense in investing. Keep up the great work.
Thanks Sudeshna :) For more information on blogs & videos, kindly visit- www.soic.in/blogs
Brilliantly explained brother
Thanks Sunil :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Real sir, I near tell any one sir at youtube, but you are one, also not commenting at video its time wasting but I am commenting through heart
Thank you for your support 😃
We appreciate your feedback and support.
Subscribe to our channel for more educational videos.
We are uploading a new video tomorrow at 11 a.m. Don't miss out!
I have worked in ABC bearing which is Bought by Timken. The cost of Employee, Mgf cost are very less which have been experiencing. Like Timken is Using ABC bearings as Low Cost manufacturing base.
Even in All the companies were shut during Second wave conapny is only giving employement according to Locals.
Amazed with the kind of depth you have achieved in your subject matter already bro…this is extraordinary! And such efforts bring exceptional rewards so stay committed 👍
Truly this channel is a goldmine! Efforts are much appreciated!
Great insights and service to the Investor Community. Thanks a lot for your efforts.
Thanks for your kind words :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Nice video I can see many wonderful companies because of you thanks alot we want more videos and sectorial analysis
Thanks Srinivas :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Highly under rated channel
Thanks Harshit for your comment :) For more insights on business & industries, do visit- www.soic.in/blogs
Yes
The book Hidden Champions of the 21st century can be useful for understanding more about his concept. Also, Mold-Tek Packaging Ltd can also fall in this category (please cover that in future videos)
Sure, Sahil we will cover it under our Stock analysis series :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Excellent study bro. Is it possible to have stock analysis on Astral Poly ?
Thanks for your kind words :)
Sure, stay tuned :) We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
@@SOICfinance thanks for active response.😊🙌
Thank u so much for sharing this valuable knowledge ❤️
Thanks Shakib for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Very well explained, simple and easy to understand Surely....I am a nummbskull for missing this Gem (Video), if i watched earlier (7 months) ago, it would definitely benefitted me much more... but still holding one of the Example cited .....🎉🎉🎉🙏
Sir i learnt a lot regarding business anlyasis ......thank u sir...keep it up for retail investors like me.....god bless u sir
Thanks Kalpesh :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Very nice explained. Good video!
Thanks for your kind words Rohan :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Fantastic explanation .. Great work
Thanks Hari :)
Awesome! Thanks sir for sharing your knowledge with us.
Thanks for your kind words :)
Keep them videos coming. Good work! 👍👌
Thanks Sukhchain Goyal :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Blown away! Shukriya 🙏
Thanks Monali :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Absolutely fantastic!!
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Yes.Proxy is the best way to play. I got into Esab India in early 2018 as a proxy to infrastructure push by GOI
God bless you. Very insightful. Your ease of explaining shows the clarity in your thought process.
Thanks :)
Sir, this was a very insightful and mind-opening video! Thanks a lot for the efforts taken. Your videos act as teaching guides about investment which is very beneficial for long-term investors.
Glad it was helpful!
a BIG SALUTE to u sir for giving this type of valuable knowledge N ur Humbleness . plz givs some knowledge about rating sector also.
Thanks :)
Sure, will be coming soon on that sector also. For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Thanks a lot sir 🙏
You are too good👍👍
What a depth analysis
Thank You Sir
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support.
Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
@SOIC Agriculture space
As always, another excellent video, gave us a lot of perspective to think about valuing companies. Would love your views on the policy of coffee can investing methodology (similar to the Peter Lynch methodology here) by Saurabh Mukheerjea, thank you
Sure :) it's a really interesting one as there are many pros and cons of the strategy
woww what a history!!!
Is there any way I can provide you value like becoming your you tube moderator if someone comments anything negative I will remove it , or something else 🙂
Great 👍
Super video series sir... All the best.. thanks :)
Thanks Aman. :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Realy superb i am big fan of you paji apka jawab nahi apka video is full of knowledge just excellent and bale bale
Thanks Dr. Rajesh for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Amazed at the quality of analysis, just superb. I would add Praj Industries to cdmo/cro list.
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Wonderful
Thanks Debasis :) For more information on business
& industry analysis, kindly visit- www.soic.in/blogs
Hi sir this channel is wonderful do continue these education videos. I request you a detailed video on agriculture sectors with fertilizer companies on focus as govt is focussing on rural economy. Thanks 🙏
Thanks Vikram :)
Sure, stay tuned :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
grindwell norton ,ESAB India,morganite crucible
Sure, Stay tuned. We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thank you sir sharing wonderful knowledge 🙏🙏🙏🌟🌟🌟🌟
Very good content
Wonderful...eye opening...
Thanks Chintan :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
I will really appreciate if you can make a video on how ROCE & Sustainable Growth Rate affects the valuation of a business.
Sure, stay tuned. We also cover this in our SOIC Intensive course under SOIC 5 bucket Valuation Framework. For more details, do visit- www.soic.in/course
Bro your view on Anuh Pharma. U.S. mkt becoming increasingly important for this gem. I feel long way to go. Pls make a video.
Sure, stay tuned :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
No nonsense video. Words will be dwarf to describe worthiness of your videos
Thanks Bishan :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Thank you for such wonderful insights....keep going sir🙏
Thanks Akash :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Thank you very much Sir 🙏
Glad you liked it. Hope to add more value in your investing journey :) Do read our latest blog on capital returns- www.soic.in/blogs
Paaji dil khush kar dita ,Awesome knowledge 👏 .
Please compare nasdaq vs Fang international fund 🙏.
awesome knowledge... keep it up
Thanks Mahesh for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Criminaly underrated bhai
You are 💎
Very nice
Thankyou Ishmohit, good insights.
Great indepth video ...
Thanks Manjeet :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Awesome report , Helping us to pick up gold mine shares
Thanks :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Excellent analysis. U r too good. U hv in-depth knowledge.
Thanks for your kind words :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Really great insights deep knowledge of individual sectors.kindly share your knowledge for financials like ICICI BANK. HDFC LTD.
Soon :)
Your content of all videos are really superb.
🙏🙏
Brilliant video
Hi Anil!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was insightful for you. 💯
We hope you continue to learn along with us! 😁👍
We look forward to your feedback on our analysis of Laurus Labs’s Annual Report, coming on Friday at 11 a.m. 📌📣
Please provide analysis on ashok Leyland
Awesome work man 👍 Thank you
Thanks :)
Great Insight Thank You
Like to have contract manufacturing companies on electronics,fmcg,packaging and
Video on logistics sector
Sure :)
Friend your videos are simply superb .Not only the presentation but content is also mind-blowing.However I didn't liked the webinar of platform business since the other guy was not delivering in a systematic manner.I felt he was just reading the news .I acknowledge he would be a knowledgeable person but he needs to do lot of improvement if he wants to progress in L&D field.I know I am blunt but I am writing this for your future benefits and progress in this field .Please take this as elder brothers advice rather than a criticism. Keep doing the good work...Cheers!!
Thanks for your kind words & we have noted your suggestion :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi Ishmohit! I’ve been following your channel for a couple of months now. Thank you for the amazing work you are doing. I wish you all the good luck in your endeavors. If possible please make a detailed analysis of Axtel industries. Thank you 🙏
Thank you so much for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey.
Sure, we will soon cover it. Stay tuned
@@SOICfinance Thank you Ishmohit! Eagerly waiting 😊👍
Nice explanation
Thanks Ashish :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Brother can explain Asian, Berger or Indigo paint ? Which one is good for next Decade
Loved it
Thank you for watching our video! @Pankaj Singh 😁
Do subscribe to our channel for more educational content!
Check out latest blogs here: soic.in/blog-description/starbucks
Thank you sir
Thanks Shiraz for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
How to analyse like u sir please ??
Excellent analysis. Please take a look at Maithan alloys
Sure, thanks :)
sundaram clayton please upload its analysis video
Sure, stay tuned :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Pls do on Dixon technology
Sure, soon :)
Very insightful video. Keep up the good work. 👍
Can you make a video/analysis on market leader chemical stocks facing headwinds
Aarti Industries ( contract cancellation)
Pidilite Industries ( muted Q4)
Fine Organic ( Q4 , China impact)
We did write some thing on Aarti:
Aarti industries Update on Contract Cancelling:
Total capex for the plant was 400 crores and the company would be receiving $120-130 million(800-900crores) as compensation as a part of the clause in the contract by the end of March 2022.
When the contract was signed, there was less supply of this intermediate. The client has taken a longer strategic view and we expect the client to install the plant in his own country.
Net present value loss is close to 25-30% based on all the earnings that would have accrued to the company.
Company might forward integrate from intermediates to technical grade ingredients (basically from intermediate to the active salt that works in the pesticide). Company already works with the major agchem players.
No change in guidance for next 2 years, Contract money to start coming in from Fy23 onwards. 1/3 rd to be received by 2021 and 2/3rd as a bullet payment by March 2022.
Company is free to use this plant to sell this intermediate to other customers. Company has started working on the same.
Seeing more enquiries due to covid 19 disruptions as clients are looking to diversify from China and de-risk supply chain.
On promoter selling: indicated some years ago that we will be donating money to charity
Cancelling of such big contracts is a very rare occurrence. As compensation clause is also included in the contract.
My view: would give the management longer rope, if you just go and read their last 10 years of concall you will get to know the kind of business execution that they have done.
I’ve been wrong in the past and expect to be wrong in the future, take my opinions with a bucket full of salt as I might be biased. Not a recommendation or any suggestions, only meant for educational purposes
We will be coming out with a video on Fine organics soon :) after Bharat Rasayan and Sygene
@@SOICfinance Would love to see the videos. Looking forward.
Superb Vedio 👏
Thanks Huzefa :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Great sir. When u r going to start a new batch for intensive course
Hi Jitin! 😁 Thanks for watching our video!
We appreciate your interest in our course. You can enrol in our course whenever you want, visit our website www.soic.in or email us at info@soic.in for information about our course.
📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Awesome video. It enhance my knowledge and the way of thinking towards stocks. What is the difference between a value and a growing stock? What is your opinion and why??
This is great stuff!! Can you make a video analyzing renewable energy sector? And the listed players besides Adani Green?
Thanks Rakesh for your kind words :) Hope to add more value in your investing journey.
Sure, we will soon cover in depth in our Sectoral Webinar Series.
For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs
Any study material or any idea regarding skf india please suggest or give some small summary regarding this company
Will write a short note soon :)
Good analysis
Thanks Balraj :)
Very informative video, thanks for sharing. Request to analyze Crisis business if possible.
Thanks for your kind words :) For more insights on business & industries analysis, kindly see- www.soic.in/blogs
Platform company like MCX, IEX also might included
Yes, it can be. We are planning for a webinar to platform companies soon :)
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Superb.....
Thanks Muhammed Shafi :)
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Great videos 👍
Thanks Manish :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Great video...what can be the reason behind honeywells profit growth @29% but revenue growth of 6.48% for last 5 yrs?
Superb
Thanks Deep for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
I think in the above categorie, companies like India Mart and Affle may be included as they are related to platform providing business model. Kindly clarify as I am doing research on these two stocks..
Yes, both of them can be included. Very interesting business models including Info Edge. Soon we will be covering platform companies in our upcoming webinar or videos.
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Very good content . Request you to ,add earning CAGR of past 10/5 years alongwith ROCE / ROE aas both these things together make investors wealth grow . Of course in case of course like infoedge - where benefits are more in future - there it may be future earning growth potential - otherwise historical earning growth and ROE both should be mentioned sir
Is there is a possibility of a providing English translation as subtitle during Hindi statements?
Sure sir, we will be :)
@@SOICfinance Thanks!. Unfortunately I don't understand Hindi but still I could feel the quality of your content based on rest of your English explanation. English subtitles would help non-Hindi viewers like me to become subscribers.
Which are annuity driven business in india
Great
Thanks Ashu :)
For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Any screener?