Single Digit P/E| Huge CapEx | Phillips Carbon Black Limited

[@padmakrishnab2867]

I really can't understand why ish bhai's channel is so much underrated

[@pradeepgusain5]

The best channel for Industry Research.

[@SOICfinance]

Noted your suggestion :) hope to keep adding value

[@gokulinvest5870]

You deserve 1 million subscribers , you are so hard working and we will always support you

[@SOICfinance]

Thank you so much for your kind words :)

[@jnshah4269]

I had invested in Pcbl in 2014 and have been rewarded with nice dividends every year. Slow and steady compounder.

[@YashhC]

New Setup And Graphics, Always Welcome! This Is definitely a Step-up and I hope you continue it ahead👌

[@SOICfinance]

Thanks Yash :)

[@VenkateshChannal]

Preferred order Sir: 1. NBFC 2. Building material 3. Cables and wires 4. Oncology hospital. Thank you for the detailed analysis today of pcbl. Always love the last part of the video - Jai Hind

[@SOICfinance]

Noted your suggestion :) Thanks for your kind words

[@parvinderbaweja774]

Super analysis as always!! Building material analysis would be good as everyone is anticipating housing industry to grow on fast path 🙏

[@SOICfinance]

Thanks :) Noted your suggestion. Stay tuned
Hope to keep adding value in your investing journey

[@sagarjambukar7137]

One of most comprehensively explained video .. Loved the overall explanation.. ❤ especially the valuation forecast excel sheet .. Keep up the good work .. thank you

[@sakleo8]

Beautiful new studio setup . Loved it, if you don't mind can you share a link to buy this lamp or share where u got it from

[@SOICfinance]

Thanks Saif :)

[@arunnikam1956]

My preferred choice is the Oncology Hospital company. Thanks for such a detailed video.

[@SOICfinance]

Noted your suggestion :) Thanks for your kind words

[@DhrumilSakhavala]

@@SOICfinance Sir i like your premium membership and I want to take but the thing is my portfolio is around 1 lakh. It means around 11,500 for my 1 lakh portfolio. It's a about 11% of my portfolio. So I cannot afford it.
Can you sir please reduce your service fees or do monthly subscription ?
Please this is the major problem of retailers.

[@samridhibanduni]

You are the one of best teacher

[@SOICfinance]

Thanks Vinita :) Hope to keep adding value

[@sutandatta4615]

Large Cap
1. Asian Paints
2. Bajaj Finance
3. Berger Paints
4. Divis Lab
5. DMART
6. Naukri
7. Pidilite
8. Titan
Mid Cap
9. Astral
10. Lal Path Lab
11. LTTS
12. Relaxo
How will this perform in long term...with tracking and sector weight allocation

[@chandandutta9707]

For large cap return will be in range of 11 to 14 % for next two years. For mid cap of your selection return will be around 16 to18% in next two years.

[@siddharthkapoor4090]

All these stocks are there in Marcellus portfolio

[@ayush_raman]

This channel is pure gold !!

[@SOICfinance]

Thanks Ayush :)

[@SunnySaluja.Memories]

Best part of your video…anti thesis pointers…Now I can make informed decision whether to invest or not..thanks bro👍🏻

[@SOICfinance]

Thanks for your kind words :)

[@mohammedmakeen9132]

Thanku bro... I already gained alot of profit in PCBL😊

[@SOICfinance]

Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

[@gajanangunjal2878]

I think your approach for stock picking & valuation is the best. You deserver more subscribers.🙂

[@SOICfinance]

Thanks for your kind words & well wishes :)

[@gautambhansali7353]

Commendable! Detail valuation is too good. Appreciate your efforts

[@SOICfinance]

Thanks Gautam :)

[@ramasishbiswas4136]

Thanks for your hard work to presentation deeply and broadly. Awesome ,no wards to describe your presentation. I am great fan of you.

[@SOICfinance]

Thanks for your kind words :)

[@ABDULFAHAD-h8s]

loved it. need more videos on this concept. Great learning.

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@pyaari_poetry2937]

Sir radico is also doing capex for ethanol.

[@muralinatarajan4628]

Great insights sir. Go for wires and cables as next video sir. By the by, as proxy to tyre industries/EV, Rajratan and yasho industries also play a vital role in the fast growing zone. (Its my learning from you only sir, Proud to be a SOIC student)

[@SOICfinance]

Thanks for your kind words :)

[@QuatientOh]

After acquired aquapharm pvt what probability to play out business?

[@krishajay2442]

Better to enter when it picks up momentum. It's been a laggard for 3 years now.

[@meetsidhu6984]

Thanks Sir for always giving us indepth knowledge . Expecting analysis on Trend and Scope of ETFs in Indian market . Thanks

[@SOICfinance]

Thanks for your kind words :) Noted your suggestion

[@RKK1965]

CBFS is Carbon Black Feed Stock. It is a by product (extract rich in aromatics which is not good for Lubricating oils) in the production of LOBS (Lube Oil Base Stock) in a Petroleum Refinery.

[@sairamkurra]

This is great information. PCBL holding since long sir,.

[@raviadatia5986]

Valuation part very nice. Keep doing regularly .. thanks.
Next video on building materials stock .. mostly will be cera sanitary ware !

[@SOICfinance]

Thanks Ravi :) Noted your suggestion

[@pinturoy3583]

A very Big thanks for in-depth analysis. Would like to see NBFC Co 🙏🙏

[@SOICfinance]

Thanks :) Noted your suggestion

[@SanjeevKumar-bu7if]

1)Building Material, 2)Cables & wires, 3)Oncology & 4)NBFC as preference....

[@ohArpan]

Its so unfair to pick any one, we need all :) but I will pick A) Wires and cables , Motherson Sumi I am guessing, please do this , many of us will be participating in special situations for the first time post your SS webinar . So guide us with us one more time. Hope everyone can get some success there and hence we would be ready for the other demergers that happen this year. Thank you for these constant educational content. Unknowingly we are all compounding.

[@rajeshp5553]

But he said demerger possible , mothersom sumi is already demerged right

[@ohArpan]

@@rajeshp5553 demerger entity yet to be listed.

[@himadrisdebnath]

@@rajeshp5553 polycab maybe

[@ohArpan]

I was so wrong here.... its not Motherson .

[@inceptionwar2643]

Wires and cable. Thanks for this analysis👍

[@SOICfinance]

Thanks :) Hope to keep adding value

[@hars771]

This Presentation & editing was 🔥, I will pick Wires and cables as next

[@SOICfinance]

Thanks :) sure, noted your suggestion

[@sallachandan9271]

1. Building Material 2. Cables and Wires 3. NBFC 4. Oncology Hospital

[@arunkumar-qc4ch]

With all due respect, with increasing compliance on air emissions front for company like PCBL will face eminence pressure. That is the reason due to ESG concern do not get premium valuation .

[@SOICfinance]

Yes, it can be one of the Anti-thesis pointers :)

[@yashkumarsharma7766]

पहले का बैकग्राउंड बेहतर था शुक्रिया

[@arjungupta3348]

Great insights. Liked this mode of valuation. Additionally, can you please provide excel sheet for tribe members

[@SOICfinance]

Thanks :) Noted your suggestion :)

[@govindarun1947]

As usual very well explained😍
My suggestion for next video is 'building materials'.

[@SOICfinance]

Thanks :) sure, noted your suggestion

[@prangyaprakashmohanty1778]

Detailed valuation model is perfect one. Bull base and bear case shows the path ahead.

[@SOICfinance]

Thanks :)

[@nth.education]

loved the process you followed. Would like to see the oncology Hospital sector covered next :)

[@SOICfinance]

Thanks Nishant for your kind words :)

[@Devloper-yt3pn]

This is really informative video i have ever seen very detailed video

[@SOICfinance]

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@sudharrsunnd3113]

I have never seen anything like this. Simply awesome. Keep going bro.

[@SOICfinance]

Thanks :)

[@rajdodhia4861]

Great analysis.
I liked the valuation prediction at the end .
I would like to watch next learning video on oncology hospital.

[@rmnthbhagat]

Thanks SOIC. loved valuation in excel. Keep teaching.. You have democratized v good content.

[@SOICfinance]

Thank you so much :)

[@sandeepkumar-jz2bk]

pls find our request-
1-NBFC 2. Cables and wires 3.-Building material 4. Oncology hospital.

[@SOICfinance]

Noted your suggestion :) hope to keep adding value

[@yogeshkumarsirpuram]

Thanks SOIC, the detailing was crisp and clear, the conclusion should be more clear as all investors are not technically sound, so do they invest or stay back from the defined script is of importance, Thanks once again and keep it up, Good Job

[@SOICfinance]

Thanks Yogesh :) Noted your suggestion

[@sacphilip]

The bull bear base situations analysis was super!

[@SOICfinance]

Thanks Sachin :) Hope to keep adding value

[@vikramdoshi6890]

Track@55 HSCL
Superb chart Sir

[@SOICfinance]

No view on charts. Thanks for your interest. Stay tuned.

[@vikramdoshi6890]

10 crs shares of BC inv
Absorbed by big players
Good co good products
Solid Business

[@RajanikanthENT]

Good to see you back with a bang ! As usual, excellent analysis. I enjoy reading your blog. Waiting for you write a full scale book. I'm sure it will be a blockbuster.

[@indreshsingh7939]

Sir heartiest Gratitude 🙏 your regards on oncology

[@SOICfinance]

Thanks Indresh :)

[@Akshansh15]

Amazing analysis as always @ishmohit!👌🏻👌🏻👌🏻
Preferred order for the next video: 1. Cables and Wires; 2. Building materials.

[@SOICfinance]

Thanks :) sure, noted your suggestion

[@shail4207]

Superb change of background. First time seen you outside of your Library in any Video.. Gr8

[@manikant4556]

Very informative video dear ishamohit sir

[@krupamehta8705]

Superb!!
Eagerly waiting for it webinar

[@SOICfinance]

Thanks :) Noted your suggestion

[@yogeshsharma5578]

Excellent valuation description

[@abhishekagarwal9078]

very good excel presentation of data

[@sanjeevdhiman7836]

Great analysis by Soic.... We need analysis on all.... However first choice is NBFC

[@vinodkumaragarwal5425]

Very good explanation once again. Preferably Cables, oncology hospital, NBFC, construction materials order.

[@SOICfinance]

Thanks :) sure, noted your suggestion

[@sanjaykayathwal4700]

Excellent analysis Professor. Request to cover Semiconductor industry & companies which can grow.

[@SOICfinance]

Thanks Sanjay :) Sure, noted your suggestion

[@nitinmittal6425]

Can you plz make a video on how you screen stocks on which further analysis is done.

[@13sjain]

thanks for sharing such informative videos. Pls do analysis on Oncology hospital out of 4 choices. thanks

[@SOICfinance]

Thanks :) Noted your suggestion

[@ashishkumardash9746]

1 cables & wire 2.building material 3.NBFC 4. Oncology nospital

[@khaleelsiddiqui3936]

Thanks for sharing your expert knowledge, request your to make video on cables &
wires also on building material industry. Thanks.

[@SOICfinance]

Thanks :) Noted your suggestion

[@HarshSharma-my4pt]

Great effort and quite comprehensive view on the carbon black and makes it more interesting to read in detail about this product class and China’s stand!!

[@SOICfinance]

Thanks :)

[@debahasbhowmik2490]

Super analysis. Please make a detail video on valuations. Many of us will be benefitted. Thank you

[@SOICfinance]

Thanks Debahas :) Hope to keep adding value

[@investmentsefinancialfreedom]

Wonderful and interesting video on Phillips Carbon.
Can you do a similar video on Modison limited.
Thanks.

[@dislikekarneaayahu9646]

dost yar aap itna badhiya analysis kartey ho, please ek analysis renewable, green energy ka bhi kardo. Thanks in advance and this was an awesome analysis as always :) glad to have found the channel

[@SOICfinance]

Thanks :) We have made a same and is live on our TH-cam Channel. Request you to kindly check

[@shrikantswami1993]

is NOCIL be benefited from tyre companies capex.. It provide rubber chemical

[@Surya-vv8sk]

Thank you for sharing bull,bear,base scenario Good one to study

[@SOICfinance]

Thanks Surya :) Noted your suggestion

[@AmitSharma-ql5nr]

1 preference - NBFC , 2 preference - Wires and Cables.

[@smitagasti7538]

Need the video of Wires and Cables because Housing Sector is also in a bull run and Consumer Durables would get impacted highly because of that. And let me guess the Oncology Hospital is Healthcare Global where there is a great potential in that niche segment.
Loved this analysis of Philips Carbon Black .

[@hitaishikothari3944]

Insightful as always

[@akhilreddy9953]

1. NBFC
2. Building Material
3. Cables and Wires

[@SOICfinance]

Noted your suggestion :)

[@vinayakkhosla5122]

Awesome video and Building material for the next video

[@SOICfinance]

Thanks Vinayak :) Noted your suggestion

[@arvindtiwarivlogs9257]

Awesome analysis waheguru..
Next analysis of ROE 26% manappuram finance and muthoot finance ROE 27%

[@prashu16381]

Birla Carbon (BCT Thai) trades at the PE of 3-4

[@surendrabhaskar9628]

It was very thorough analysis, keep doing the good work. I would like to see cable & wires co. analysis next than nbfc than oncology hospital & than building materials.

[@SOICfinance]

Thanks :) Sure, noted your suggestion

[@kapil4497]

Hey Ishmohit, thanks for the excellent analysis. Does strike some chords in the brain and sounds music to wisdom.
I loved the detailed bull, bear, base case dissection. Earnest and humble request, Please do create a detailed class on this type of analysis.
In terms of next sector, my order of preference is NBFC, Wires and cables, Building material and Hospital. But, more than that, I would prefer the sector that you would like to choose for your next investment 😉

[@nabilaibrahim5777]

THANKS FOR AWESOME PRESENTATION I WANT FULL REVIEW OF ALL 4 SECTORS

[@shankarnaik9565]

Coal ind & carbon black both are looks similar not much growth but pays good dividend and value buy level...

[@worthytalks6124]

You deserve more subscribers. 😊, your knowledge level 💯

[@SOICfinance]

Thank you so much 😀

[@DeepakKumar-uk1lv]

Great video. Next video on building materials.

[@SOICfinance]

Noted your suggestion :) hope to keep adding value

[@amolnakashe441]

Superb analysis! I myself am tracking this company for about 1.5 yr now. Had invested in it during lockdown dip. I think one point you may have missed is birla carbon is set up in Thailand so they dont have to pay more taxes are compared to pcbl and after 2016 as gst was rolled out it helped pcbl to improve margins.

[@ishmohit1]

Awesome!

[@anuradhachibber7364]

Same ye company ke profit future me revenue se jada teji se grow hone vale ha

[@ravindramishra8785]

Thanks for the video sir, amazing.
Next video ;-
Building materials,
Oncology.
NBFC
Wires and cables

[@kartikbabu3753]

Very nicely explained sir , mera ek doubt tha if SOIC membership liya kya hain life time access rahega for upcoming analysis and jo bhi past mein analysis kiya h uska bhi ...

[@Devloper-yt3pn]

Can you please create latest video for pcbl hows company doing now

[@rasheshsanghvi5142]

1. Cable 2. Sanitary/ bldg. Material

[@sndpgr]

Cables and wires company.Great video btw

[@paljitendar6160]

Good to find you in good health, God bless

[@shivshankardixit9505]

Thank you very good analysis enhanced my insight and enjoyed.

[@SOICfinance]

Thanks Shiv :)

[@nikunjvedak7160]

SOIC Membership Link is not working

[@shaleenbajaj2011]

Awesome video

[@hemantgarg7488]

Sir don't you think Raj ratan is a better proxy for tyre industry capex..??

[@ankushmadankar1756]

Great video! Cables and wire next video

[@sharadkaku2674]

Excellent analysis. Go for cables in next video 🎉🙏

[@SOICfinance]

Noted your suggestion :) hope to keep adding value

[@Surya-vv8sk]

Hospital sector is not a hot topic as of now. Would like to know bull, bear, base scenario of Onco hospital... Thank you

[@faqarahmad8576]

Thanks a lot ish mohit,learning a lot from your detail analysis. Looking forward for Building materials detail analysis thanks

[@SOICfinance]

Thanks Faqar :) Hope to keep adding value

[@LIFESETHAIYT]

Appreciate your effort gathering so much data and presenting it in simplest way ..next would like a analysis on hospitality sector.

[@SOICfinance]

Thanks Somdip :) Noted your suggestion

[@phanidhulipalla9745]

Brother thanks for continuous knowledge sharing. Cables & wires co is my choice thanks

[@SOICfinance]

Thanks Phani :) Noted your suggestion

[@jaishah5525]

As always, a great analysis. Please do the next one on Oncology Hospital.

[@SOICfinance]

Thanks :) sure, noted your suggestion

[@anitarani4173]

I can not find phillips carbon company i BSE OR NSE