Analysing sector with only one side view is not termed as good analysis. You should have presented Asian Paints and Berger's moat as well and how is their working model, similar to what you showed for Grasim. You should have also presented how does paints sector work, that would have been a good analysis.. In terms of case study you should have shown Case studies of Sherwin Williams entry in 2007 and JSW entry 2 years back and how those fared out.
As Saurabh Mukharjea says, every 10 years a new player arrives and try to disrupt paint industry and just loose money. While the big daddy Asian Paints marches on. Good presentation by the way.
Yes, people need to understand, why a company is flourishing and dominating for so long. Its their futuristic views, planning to tackle any adverse situation, brand value and pricing power. for example, even after lots backlash for using banned chemicals in the products, organic product revolution etc HUL still is the king in FMCG market with its brand value and great pricing power. Whatever the market situation, HUL puts the cost over the customer and continuously earns profits and its keep growing.
Recently I needed paint for personal use, went to a few shops I just understood Asian paints domination is on a totally different level. The no. Of product choice they give is immense. There is no stopping for Asian paints in near future
Sir I am a asian paint and berger paint dealer it is hard to sell paints of other company because of asian paint brand value . costumers dont say they need paint thay will say give me apex . its not easy to compete with asian paint
Even the painters are not ready to suggest Nerolac or Berger. They suggest to go with Asian saying the quality and life of the paint can't be matched by the competitors. Once went with gem paints for windows and doors, within a year paint made small cracks and faded which looked very bad. That's also a waste of labour cost. Considering all these I think it's very difficult for other brands to become a leader. Even though the market share might get a hit if other brands succeed, the rising demand and population will make way for Asian to grow it's revenue and profits.
Even Astral with 28,000 dealers across India is ready to enter in the paint industry after acquiring 51% stake in gem 💎 paint 🎨. And also the other competitors like Berger paint, Indigo paint, JSW paint and other's. This will definitely affect the paint industry and even the Asian paints market share.
Seeing their launch of Birla opus and the better molecular strength along with inhouse resin plant etc ,i expect them to snatch a good share from Asian and others, like Sunfeat taking a large share of Britannia
Great analysis.👏 Truly inspiring . How do u get to find all these data for analysis . Like data related to distributers ( which is a key point of analysis)
Ignore the fundamental disclaimer, this is clearly hype created by grasim via social media influencers. There is absolutely no way Asian paints is getting displaced. Irresponsible video/perspective
Means outer factor will effect the company and stock price for example:- rise in crude oil will impact stock price of paint companies since crude oil is the raw material for paints
no one is going to come close to Asian paints for the next 10 years at least
Analysing sector with only one side view is not termed as good analysis.
You should have presented Asian Paints and Berger's moat as well and how is their working model, similar to what you showed for Grasim. You should have also presented how does paints sector work, that would have been a good analysis..
In terms of case study you should have shown Case studies of Sherwin Williams entry in 2007 and JSW entry 2 years back and how those fared out.
As Saurabh Mukharjea says, every 10 years a new player arrives and try to disrupt paint industry and just loose money. While the big daddy Asian Paints marches on.
Good presentation by the way.
Yes, people need to understand, why a company is flourishing and dominating for so long. Its their futuristic views, planning to tackle any adverse situation, brand value and pricing power.
for example, even after lots backlash for using banned chemicals in the products, organic product revolution etc HUL still is the king in FMCG market with its brand value and great pricing power. Whatever the market situation, HUL puts the cost over the customer and continuously earns profits and its keep growing.
Recently I needed paint for personal use, went to a few shops I just understood Asian paints domination is on a totally different level. The no. Of product choice they give is immense. There is no stopping for Asian paints in near future
Sir
I am a asian paint and berger paint dealer it is hard to sell paints of other company because of asian paint brand value . costumers dont say they need paint thay will say give me apex . its not easy to compete with asian paint
Thank you for sharing your experience
they are influenced by contactor and advertisement
Even the painters are not ready to suggest Nerolac or Berger. They suggest to go with Asian saying the quality and life of the paint can't be matched by the competitors. Once went with gem paints for windows and doors, within a year paint made small cracks and faded which looked very bad. That's also a waste of labour cost. Considering all these I think it's very difficult for other brands to become a leader. Even though the market share might get a hit if other brands succeed, the rising demand and population will make way for Asian to grow it's revenue and profits.
Even Astral with 28,000 dealers across India is ready to enter in the paint industry after acquiring 51% stake in gem 💎 paint 🎨. And also the other competitors like Berger paint, Indigo paint, JSW paint and other's. This will definitely affect the paint industry and even the Asian paints market share.
Grasim cannot be ignored even by Asian Paints. In life have seen many who lived on their laurels and saw there downfall very late in the day.
Very informative video thanks for sharing this video I have learned a lot through this video, keep going 😊
Seeing their launch of Birla opus and the better molecular strength along with inhouse resin plant etc ,i expect them to snatch a good share from Asian and others, like Sunfeat taking a large share of Britannia
Surely they will
Currently I am looking at indigo paints closely
Great analysis.👏 Truly inspiring .
How do u get to find all these data for analysis . Like data related to distributers ( which is a key point of analysis)
Its not a great analysis, its a one sided view, ignoring the moat of top company
Grasim beating Asian paints is like Rey mysterio beating the big show.
I liked the analogy 😂 but Rey Mysterio has beaten BigShow in WWE
@@dhanushnair2226 😂😂😂
Great Loved it and learned alot.
Right right!
Paint ka Badshah Asian paints hai and aggressive player hai Berger paints ... Baki toh aate jaate rahega ,
Finally no answer who will win asian forever brorher
Yet another Soic copy paste...With every passing day, ur content copy paste is very clear
Ignore the fundamental disclaimer, this is clearly hype created by grasim via social media influencers.
There is absolutely no way Asian paints is getting displaced. Irresponsible video/perspective
exactly, the way this view published in a one sided way. I think same
@@nirvaishnaw moye moye
You are doing really very well
Great video bro
Lol. No one can touch asian paints.
Next video on crypto pls. What to do now??
can you explain what is the meaning of cyclical business??
Means outer factor will effect the company and stock price for example:- rise in crude oil will impact stock price of paint companies since crude oil is the raw material for paints
@@AryanSingh-ru9nn ohk thanks👍
Asian paints is the best
❤
Asian paints will be untouched...Grasim or JSW Paints
Sir please review sheel form company
💫
Review of 50,000 Smallcase?
Good evening sir