I am holding Asian paints share from 1982( 2.3 per share)when i was 24 years old Now I am 64 years.. Love this super wealth generator for me.. Not worried about JSW,Grasim etc..
@@worthytalks6124 hey Walter Every paint company has a region like Berger dominate is west bengal and I am from jharkhand. Hera asian paints has the largest market share . While indigo paints is a small company dealers use this brand as a substitute product or to maintain monopoly in market.
Honestly...the smile with which you speak sir...that adds the cherry on the top...may your channel succeed 10 times...like it deserves...and also,I request you to do a video on IEX...
Asian paints is must have stock for any, fill it and forget stock , for any very long term portfolio if I make a portfolio of 20 long term story stocks.
Yup same... Its the only stock that i worry about the least, i.e. i dont check prices every week or so lol. Im holding for as long as asian paints will continue to do great business like they have done for the last 3 decades.
Amazing series. I really appreciate your efforts. Helping a lot to retail investors because the majority of us are holding these stocks for long-term term view
Great analysis by parimal sir and team. Shrenik is a bit underconfident and is stammering. But the fact that he is an ardent hardworker can't be discounted.💗💗
Aliya Bhatt is a brand ambassador of JSW paints. Her husband Ranbir Kapoor is a brand ambassador of Asian Paints. Retail investors kya seekh le sakte iss se?
I purchased it first in time of demonetisation @770/- and holding since then.but prior to that I wait to buy for two years because it used to look very expensive. I have been observing it for last 8 years and it always looked expensive. I am still holding it. Seen journey from 770 to 3590 in 5.5 years.
Excellent analysis !!! Asian Paints intends to expand from 'share of surface' to 'share of space' in homes through presence in kitchen, bath, furnishings etc. How big is this opportunity ? How would it help Asian paints in future ? According to you why Asian paints is not focussing on Industrial paints sector ?
Hi Rohit! The home improvement business of Asian Paints is growing at a ~20% CAGR. But given the company's size, it is still a tiny part of the overall revenue. However, the management looks optimistic on this front and the same can be seen in the increased revenue share of this segment over the past few years.
asian paints is not going to lose any market share as many analyst and babas say…many have come and failed. See the economy of scale, mass distribution network, brand value, backward integration.. how come any new player come and take away those .. its exploring into more avenues i am increasing my exposure
I must say Crypto and BTC is the investment anyone can invest on right now. I bought BTC in February 2020, 1 BTC cost 0.003 until the end of March 2022. With a transition of 2.011 and 2.012 BTC...
I think the entry of Asian Paints in the VAM/VAE market is interesting. Currently, Vinyl Chemicals (I) Ltd(held by promoters of Pidilite Industries) control the Indian market(by only importing). Entry in VAM will have a good impact on Vinyl Chemicals and its parent Pidilite Industries.
Sir, I am a house wife and a big fan of your vedeos, I am earnestly requesting you to make a discussion on CDSL. and ALKYL AMINNE as I am in 40% loss in these stocks
Thank you for the fantastic work by parimal sir and team. Kudos to you If possible could you please also cover some high potential stocks from different sectors too.
Plz be note that Grasim is coming in a big way and it will definitely take good amount of market share and that will further hamper the Asian paint margin. One should wait for one more year to see the whether the paint king will retain its position or not.
Ok, Grasim industries which earns a return of capital just barely covering its costs is coming into a sector dominated by experienced players and in a big way as well. Hmm, so basically they would have to put in more and more money and probably maintain lower margins at the entry. This will reduce the ROCE further of the conglomerate. This reduces their cash generation as well. These are detrimental to the share holders of grasim. They should extend where they are good not being or wanting the biggest paint company. This should be seriously concerning for the share holders!!!
You start the day with suprabhatm and news roundups. My family has first coffee sip with that word. They missed the same today. That is what is called impact of the personality.
Asian pait will get arrected by competition of Grassim andJsw in maintainig margin.secondreason is Saidi has declaredreduction production of crude by 5 lak barrels. per dAy 😭
I think Asian paints dream run is over. Grasim is pissed since Asian paints entered putty segment n now grasim are doing 10000Cr capex in paints industry. So the current gross block of 20000Cr of paint industry gives a turnover of 60000Cr. Hence an asset turnover of 3. Now with grasim s capex, the gross block sud increase to 50000 Cr in 5 years since other will increase their capex too in order to compete. But the turnover will only remain 1 lakh Cr as paint industry grows 2 to 2.5 tyms the gdp only. So the asset turnover will become 2. Hence the PE de rating will happen from 60 to 40ish. So this will affect the growth of all paints company, esp Asian paints.
Sir keep posting like this video because these video help investors to find a good stock and a suggestion don't post video about ki "aaj stock market kaisa raha"
![Felix "Unfair" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/Oswujxm2Ag0/mqdefault.jpg)
I am holding Asian paints share from 1982( 2.3 per share)when i was 24 years old
Now I am 64 years..
Love this super wealth generator for me..
Not worried about JSW,Grasim etc..
Sir I am a asian paints dealer we have dealer ship of all listed company but 90 percent of our sales are from asian paints
Hi Ayush, how about Berger Paints?
Berger and Indigo kaisa kr rahe hai?
@@worthytalks6124 hey Walter
Every paint company has a region like Berger dominate is west bengal and I am from jharkhand. Hera asian paints has the largest market share . While indigo paints is a small company dealers use this brand as a substitute product or to maintain monopoly in market.
Nice to hear this feedback, I am a proud share holder of this company
@@AyushRaj-mx1my oh nice. 😅
Honestly...the smile with which you speak sir...that adds the cherry on the top...may your channel succeed 10 times...like it deserves...and also,I request you to do a video on IEX...
Asian paints is must have stock for any, fill it and forget stock , for any very long term portfolio if I make a portfolio of 20 long term story stocks.
Yup same... Its the only stock that i worry about the least, i.e. i dont check prices every week or so lol. Im holding for as long as asian paints will continue to do great business like they have done for the last 3 decades.
Shandar presentation tha yeh sirji jiske pehli bar mai ne notes bhi banaye aur ab mai every month sip suru karunga is share ki
Loving this series and the quality of content! Keep up the good work! It has been a privilege to be a part of the growth of this Channel! 😇
Thankyou :)
Other stock may be
1) Ultratech
2) TCS/Infy
3) Titan
4) HUL
5) Avenue super Mart
6) Reliance
7) LTIM
Yadnya is rocking as always 👍 . Thank you so much Sir 🙏
Thankyou :)
धन्यवाद परिमल सर... तुमची नवीन series खुप छान आणि अभ्यासपूर्ण आहे. Presentation तर लय भारी👌👌👌
Holding Asian paint @2724 want to hold for long at least 5 years
I am holding asianpaints stock in my portfolio and i have been rewarded with good profit.
Paints sector formula :-
As = asian paints (leader)
Ber = Berger paints (2nd leader)
Kan= kansai nerolac (3rd leader )
Akz = akzo nobel (4th leader )
Indi = indigo paints (5th leader)
sir = sirca paints (6th leader)
Sha = Shalimar paints ( 7th leader)
Kam= kamdhenu paints (8th leader)
Eqn of market Cap :-
(leader ) > ( 2nd +3rd +4th+5th+6th+7th)
2nd >( 3rd+4th+5th+6th+7th)
3rd> (4th +5th +6th+7th)
4th >(5th+6th+7th)
5th> (6th+7th)
6th>(7th+8th)
7th>8th
Amazing series. I really appreciate your efforts. Helping a lot to retail investors because the majority of us are holding these stocks for long-term term view
so we should buy the stock or not ..??????????????????????????????
Very very valuable information from your end. Thanks once again and grow more YADNA 🙏🏻🙏🏻
Great analysis by parimal sir and team. Shrenik is a bit underconfident and is stammering. But the fact that he is an ardent hardworker can't be discounted.💗💗
Thank you for your honest reviews, we are trying to improve every day, both in terms of quality of content and presentation.
Aliya Bhatt is a brand ambassador of JSW paints.
Her husband Ranbir Kapoor is a brand ambassador of Asian Paints.
Retail investors kya seekh le sakte iss se?
Bibi na Miya sabse bada rupaiya!!!
@@amarpradhan4025 hahah
I purchased it first in time of demonetisation @770/- and holding since then.but prior to that I wait to buy for two years because it used to look very expensive. I have been observing it for last 8 years and it always looked expensive. I am still holding it. Seen journey from 770 to 3590 in 5.5 years.
Kitna paida hua
Really appreciate your efforts!Great work.
Thankyou :)
I have both Asian paints and Bajaj Finance
Thanks Parimal Sir.
Sir aap IEX ke promoter ke saath milkar pichle saal unke pump and dump strategy me retail wale ko fasaye ki nahi ?
Sir, Why you have not covered home decor and other segments in the review
It is an investor in Akzo Nobel also
Excellent analysis !!!
Asian Paints intends to expand from 'share of surface' to 'share of space' in homes through presence in kitchen, bath, furnishings etc. How big is this opportunity ? How would it help Asian paints in future ?
According to you why Asian paints is not focussing on Industrial paints sector ?
Hi Rohit! The home improvement business of Asian Paints is growing at a ~20% CAGR. But given the company's size, it is still a tiny part of the overall revenue. However, the management looks optimistic on this front and the same can be seen in the increased revenue share of this segment over the past few years.
When parimal sir says "I don't know " ... he actually means "Main nahi Bataunga" 😂...
One only company which adds pigment to give colour of your choice in paint at shop.
Parimal ji Mera pass asian paint stock hai 3280 price pa, near feature ma kuch labh ke hope hai ,please let me know
Thanks Harish
Very usefull knowlegde ..
"Paint to asian ka he lengey "
I am watching this video an year after 😂, we are at the same place, now can you guys make new video please 🙏
asian paints is not going to lose any market share as many analyst and babas say…many have come and failed. See the economy of scale, mass distribution network, brand value, backward integration.. how come any new player come and take away those .. its exploring into more avenues i am increasing my exposure
The Best Stock Of Indian Stock Market for Longterm💛💜❤️💚💙 is Asian Paints
Dhamakedaar tha episode
Informative series and useful to understand company performance and valuation. Great work. 👍
I must say Crypto and BTC is the investment anyone can invest on right now. I bought BTC in February 2020, 1 BTC cost 0.003 until the end of March 2022. With a transition of 2.011 and 2.012 BTC...
I invested in Crypto with a guidelines of an expert trader Mrs Ethel Arthur...
How do I get to this expert trader?
@@ulrichlchegounbalogoun5123 She is on Whats Apk Messenger. 👇🏻
+16
505
Chhan , great details ,on both Bajaj finance and Asian paints. Keep it up.
Fantastic series, really appreciate your efforts!
Crude price will be game changer for AP
I think the entry of Asian Paints in the VAM/VAE market is interesting. Currently, Vinyl Chemicals (I) Ltd(held by promoters of Pidilite Industries) control the Indian market(by only importing). Entry in VAM will have a good impact on Vinyl Chemicals and its parent Pidilite Industries.
Asian Paints is setting up the first VAM and VAE facility in India. We are closely tracking their performance. Stay tuned for updates!
Kmmal ki jankari 🎉👍🏻
Varun Beverages jaise bhag rha h, sl kya hona chahiye
Love his " Tuchh Prani" approach. Kudos to the good work
Bohot bohot dhanyawad sir
Thankyou :)
In bihar I observed in my area narolac sale is higher then asian paints
In current conditions new comer will sustain & challenge number one company of india
Sir, I am a house wife and a big fan of your vedeos, I am earnestly requesting you to make a discussion on CDSL. and ALKYL AMINNE as I am in 40% loss in these stocks
Watch videos by SOIC all your doubts will be cleared
Is 80 pe is too much for this stock. If anything even small problem happen in this company PE ratio will contract
Amazing sir 😅
Top line growth 12% valuation around 70 ka PE dar lagta hai paesa nahi banega bahut di chije pricein ho chuki hain 😢
Parimal sir plz Tanla Platforms ka Analysis kijiye🙏🙏
Thank you for the fantastic work by parimal sir and team. Kudos to you
If possible could you please also cover some high potential stocks from different sectors too.
Yes please
Fantastic work by Shrenik.
And Parimal sir as always.
Thankyou :)
Analysis on Paushak and Tarsons products pls
I like to invest on yadnya ... 😝
Thank you parimal Sir
Amazing sir
Thanks team ❤
Good analysis.
Superb sir......IEX par bhi video banaye sir
Sir Berger paints analysis
What about increase in P/E ratio and valuations because of moats and ability to generate returns over long periods of time
Good... Superb try..
You are doing great
Sir please analyse your 5 best smallcap stocks. Offcourse with disclaimer 😂
great video
Plz be note that Grasim is coming in a big way and it will definitely take good amount of market share and that will further hamper the Asian paint margin. One should wait for one more year to see the whether the paint king will retain its position or not.
Ok, Grasim industries which earns a return of capital just barely covering its costs is coming into a sector dominated by experienced players and in a big way as well. Hmm, so basically they would have to put in more and more money and probably maintain lower margins at the entry. This will reduce the ROCE further of the conglomerate. This reduces their cash generation as well. These are detrimental to the share holders of grasim. They should extend where they are good not being or wanting the biggest paint company. This should be seriously concerning for the share holders!!!
Excellent
very informative video sir
Thanks for making such informative, easy to understand, detailed analysis videos. Kindly share your views on Bombay Burmah.
Jabarjast sir🎉🎉
धन्यवाद
Great content, thorough details.. keep it up!
I R C T C ❤️
A S I A N P A I N T S ❤️
Sir..Actually...The Stocks are very good...... But we need the next big changing stocks in each sector ... Sir....Please make a small video on those
Sir cover even Berger paints
They have moat for sure & they are market leader in their sector.
Looking for more correction in it.
By far one of the best analysis ready made for us.
Thank you :)
Bandhan Bank pr kuch bata do sir
You start the day with suprabhatm and news roundups. My family has first coffee sip with that word. They missed the same today. That is what is called impact of the personality.
Very informative, i learnt a lot of new things from this video
Thank you :)
Asian pait will get arrected by competition of Grassim andJsw in maintainig margin.secondreason is Saidi has declaredreduction production of crude by 5 lak barrels. per dAy 😭
Great video
Mind Blowing 👍🏻👍🏻
Plz make such videos abt Astral, Titan, Pidilite
Super❤
Great analysis. I will wait for the next one.❤
Excellent presentation 👏👏🙏
GOOD INFORMATION.......Thank you.
When is the next video out? Can't wait 👍🏼
I think Asian paints dream run is over. Grasim is pissed since Asian paints entered putty segment n now grasim are doing 10000Cr capex in paints industry. So the current gross block of 20000Cr of paint industry gives a turnover of 60000Cr. Hence an asset turnover of 3. Now with grasim s capex, the gross block sud increase to 50000 Cr in 5 years since other will increase their capex too in order to compete. But the turnover will only remain 1 lakh Cr as paint industry grows 2 to 2.5 tyms the gdp only. So the asset turnover will become 2. Hence the PE de rating will happen from 60 to 40ish. So this will affect the growth of all paints company, esp Asian paints.
Amazing sir ji 😊
Good and insightful presentation
Thank you
Please cover Page Industries
Thanks sir...valuable n deep analysis
Good❤
Love your work guys. Keep it up!
Sir
Thank you for Best stock
Discussed in this time
Best video. 👌🙏💗
Excellent well prepared presentation
Great
Sir keep posting like this video because these video help investors to find a good stock and a suggestion don't post video about ki "aaj stock market kaisa raha"
Great analysis thanks to all your team
Thankyou :)