ITC’s Business Model Review | Possible demerger? | What’s in it for the investors?

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  • Опубликовано: 1 окт 2024

Комментарии • 164

  • @HarshvardhanLaw
    @HarshvardhanLaw Год назад +83

    Honestly man, don't stop. I know you don't have the kind of viewership you deserve with this kind of content, but you're definitely gonna rule sooner rather than later.

    • @rohanwalzade7965
      @rohanwalzade7965 Год назад +2

      Very true

    • @finshotstv
      @finshotstv  Год назад +8

      Your encouragement inspires me! Thanks for the love!

    • @rishavdhariwal4782
      @rishavdhariwal4782 Год назад

      @@finshotstv Hi Shrehith really like your videos, i had a question in this video for the agricultural commodities side you said that any weather related impact can increase the input prices of the segment diid you mean that a bad harvest would lead to reduced supply therefore increasing costs of the commodities or some other cause-effect that I may be missing? Also for future some topics I would like to see would be like to see are some other sector or industry breakdown that could be w.r.t to some company, these could be their past and present trends, growth prospects and threats. Thanks again for posting such insightful videos.

  • @mrgbatra
    @mrgbatra Год назад +18

    Finshots in this new avatar is as engrossing as the read every morning.😊
    You guys along with a few other folks on the net are doing a great job of explaining concepts & financializing everyday life of Indians.
    Quite phenomenal ! 👍🏻

  • @SiddhntJ
    @SiddhntJ Год назад +10

    The video was excellently articulated and researched, and I particularly enjoyed the insightful breakdown of each business and its associated problems. It's even more remarkable that ITC closed on a lifetime high today, making it an ideal moment to share the video. Thank you for creating and sharing such valuable content.

  • @pranit2784
    @pranit2784 Год назад +5

    Suggestion: please analyze with more emphasis on revenues instead of profits.
    Profits can be handled with magic accounting but revenues tell more of a story imo! Great video!

  • @vicky.maurya
    @vicky.maurya Год назад +4

    While watching the video I thought those numbers in the bottom right corner was for links of the information sources that you might have put in the description, at the end it was a shock.
    Make a video on Dreamfolks Services.

  • @soumyadipghosh9525
    @soumyadipghosh9525 Год назад +1

    Please come out from your clumsy hands :P
    that's all . Great insight.

  • @rituparnajha7814
    @rituparnajha7814 Год назад +6

    Yeah, more videos on stocks and the larger stock market movements would be helpful. Keep up the good work!!

    • @finshotstv
      @finshotstv  Год назад

      Your support and encouragement is amazing! Thank you!

  • @ahmedvnit
    @ahmedvnit Год назад +1

    Love ur work. My first video and i immediately subscribed. Thanks for this content, though i am not convinced on ITC, but good to know all these details

  • @manmeetverma3971
    @manmeetverma3971 Год назад +3

    I don't know why people is not watching this video but i can happily say this is only video you need to know about ITC best video
    Thanks for giving this much information ☺️☺️

    • @finshotstv
      @finshotstv  Год назад +1

      Well, spread the word 🙌
      Appreciate the support!

  • @anubhavonyt
    @anubhavonyt Год назад +5

    Apart from the fantastic information as always, I must say, the editing and the graphics are done amazingly well.

    • @finshotstv
      @finshotstv  Год назад

      Kind words like this what keep us motivated!

  • @PankajPoddar
    @PankajPoddar Год назад +2

    Beautiful. Rich content. A lot of research. Please make a video on Reliance demerger and what it means to the investors investing in Reliance through the mutual fund routes. What will happen to the mutual portfolios holding reasonable stake in Reliance? How does it impact them?

  • @Mraquarius24
    @Mraquarius24 Год назад +3

    Well presented Shrehith and great dissection done. Hope many more will benefit from your series. As Hash said. "Don't stop man.." 😊

    • @finshotstv
      @finshotstv  Год назад

      Thanks for watching and supporting my channel!

  • @c-36devdattmenon31
    @c-36devdattmenon31 Год назад +2

    Really explained well! I hope you attract traction on YT!!

  • @SourabhKhandelia
    @SourabhKhandelia Год назад +1

    Could you create a video that explores the reasons behind the success of Tata Group in various industries, and how the company has a deep understanding of the Indian market? Awaiting the video...

  • @combatcritique
    @combatcritique Год назад +2

    Good, well researched video 👍

  • @charanjotsingh9142
    @charanjotsingh9142 Год назад +1

    I dont agree with the last statement of 46 deaths. I watched it at 2x

  • @ipankajp
    @ipankajp Год назад

    Very insightful content. Good work. Holding ITC since 2019 in large quantity for my retirement.

  • @sripra19
    @sripra19 11 месяцев назад

    Good Analysis Bro ! However, while comparing different businesses, you can add more teeth by comparing those individual business performances with their respective peers in the industry. This might give a better sense of the state of affairs. You did touch upon briefly for the FMCG business with EBITA comparison with HUL though...hope you get the significance...Keep brining such good stuff...Cheers !

  • @manikumar7231
    @manikumar7231 Год назад

    This is my first video watching in your channel. Really impressed by your work.. Good Job 👏
    By the way subscribed the channel too🙂

  • @thinkstraight
    @thinkstraight Год назад +1

    Dude don't waste money on us brand
    Levis👎

  • @kayaguard
    @kayaguard Год назад +1

    I'm new to this channel here, but man I have to say the quality to viewership ratio on your channel is a joke bro! I really hope you don't stop man because it's only a matter of time before you blow up. It's insane to me that this channel isn't more famous given the quality and effort put in!

    • @finshotstv
      @finshotstv  Год назад +1

      Stay subscribed! Can’t wait to bring more mind blowing stuff to you…

  • @speedbreaker-001
    @speedbreaker-001 Год назад

    Its better if ITC had wrapped its cigarette making business
    Even then illegal cigarettes would come into picture
    These people fr

  • @puneethdhondale8446
    @puneethdhondale8446 Год назад +1

    Great video, and I don’t know where itc is headed, but there is one thing I know, it’s heading to my Demat account for sure 😂😂. Also an important thing when you consider talking about Foreign investors is looking at the returns they have made in USD terms instead of Rupee. The clarity you get behind their psychology when you see things from this perspective is something else.

  • @PMehta1962
    @PMehta1962 Год назад

    Very insightful analysis, Shrehit. Well done!
    Could u cover gold loan companies like Muthoot and Manappuram pl?

  • @captveeresh
    @captveeresh Год назад

    What could be standalone each separate business stock price could be? Tobacco Fmcg Hotels Tech Paper and Agri ?

  • @sanjaykumarsingh8493
    @sanjaykumarsingh8493 Год назад

    Thanks for this video. Can you make an video on CarTech Trade if possible. This stock is trading at 30% of its IPO price.

  • @amarnathshiva7870
    @amarnathshiva7870 Год назад

    I really enjoy watching your videos and reading Finshot emails. Please cover different stocks

  • @hrushikeshavachat900
    @hrushikeshavachat900 Год назад

    ITC is one of the best stocks for loss protection and returns from dividends. ITC will get a huge help from the demerger as it will allow them to unlock the underlying value of the FMCG and other industries while also enjoying the cash from the cigarette business. In the current scenario, the first is happening and the second is not happening.

  • @indraraavi8401
    @indraraavi8401 Год назад

    Hi Shrehith. Kindly make a video about IDFC First Bank. With Lot's of love ❤

  • @rajdoshi6329
    @rajdoshi6329 Год назад

    Liked the video and the analysis. Thank you. It'd help if the charts had clearer labelling. Like the chart at 4:37 could have a legend to indicate what the blue and yellow mean. It'd doesn't say it is a revenue and profits chart. That'd was a bit puzzling when I was watching the video.

  • @shunyayogi
    @shunyayogi Год назад

    Thanks for the informative video but you really, really need to spruce up the proof-reading of your supers (the captions that appear on the video). I picked up at least a dozen serious spelling errors. This seriously mars the credibility of the content.

  • @SouvikDas123
    @SouvikDas123 Год назад

    stay away from ITC at the current price
    no fmcg companies rally this fast- they don't deserve a P/E beyond 20

  • @rahulamesar5387
    @rahulamesar5387 Год назад

    Awesome analysis
    Would request to elaborate on how common people can earn from the bull run india could have coming decade, how one should invest passively like ETF as Mutual fund also just tell but there are no returns most of the time considering the plethora of options and other things.
    Also i work in the same field and i am very much passionate for capital markets, i would like to give my working hand in even small work if i could do if you guy's require for free as i passionate for it and love your content. Do let me know.
    Thanks

  • @Rajpatel-ji5cj
    @Rajpatel-ji5cj Год назад

    hi SSK thank you for very informative content, i am curious about the business model of Latent View Ltd, if you can make a video on the company and its stock. i requested it in Finshots as well, but never got any response.

  • @SaurabhJindal-we2ss
    @SaurabhJindal-we2ss Год назад

    Sir i am your huge fan, I request you to plz look into zydus wellness and explain us its business like you did for ITC
    Thanks and keep doing awesome work

  • @renusaharan4461
    @renusaharan4461 Год назад +1

    Do tell the names of books behind u🥺

  • @abisheksankar645
    @abisheksankar645 Месяц назад

    bruh how the hell this quality video has only 28k views? glad i have found a goodchannel

  • @MONUCHANDAK-ie7ws
    @MONUCHANDAK-ie7ws Год назад

    It's was a very informative video. I really like the content that you post. Can you please cover the stock PI Industries

  • @rishavdhariwal4782
    @rishavdhariwal4782 Год назад +1

    Hi Shrehith really like your videos, i had a question in this video for the agricultural commodities side you said that any weather related impact can increase the input prices of the segment diid you mean that a bad harvest would lead to reduced supply therefore increasing costs of the commodities or some other cause-effect that I may be missing? Also for future some topics I would like to see would be like to see are some other sector or industry breakdown that could be w.r.t to some company, these could be their past and present trends, growth prospects and threats. Thanks again for posting such insightful videos.

  • @nshekhar2
    @nshekhar2 Год назад +1

    Most businesses are simpler than ITC. ITC is not just a business but a conglomerate. This video explains the complex ITC business very well. I loved it! I would love to see similar videos explaining companies and/or sectors.

  • @wateversky
    @wateversky Год назад +1

    counter was brutal

  • @abhijithvarma2002
    @abhijithvarma2002 Год назад +1

    Best Video on ITC!!!!! Hands Down..U are such a good teacher..

    • @finshotstv
      @finshotstv  Год назад

      Woohoo! So happy you enjoyed the video! Thanks for the love!

  • @Shiva6456
    @Shiva6456 Месяц назад

    Please replace this person with someone who has a good voice to make it even more impactful.

  • @manishsatapathy4165
    @manishsatapathy4165 Год назад

    No kind of negative marketing of cigarettes can stop people from smoking and dying. Sad reality

  • @Bristol678
    @Bristol678 Год назад

    Make a similar video on insurance business, one of the most complicated business to understand!

  • @soumyagoswami5384
    @soumyagoswami5384 Год назад +1

    Extremely well researched content, it would be very beneficial if you kindly give a similar analysis on Divis Laboratories, thank you

  • @prakarshdubey5121
    @prakarshdubey5121 Год назад

    Then again...just putting the facts on the table remains the best way out!!!

  • @avinashumakantha
    @avinashumakantha Год назад

    Excellent video .. PLEASE DO MORE SUCH VIDEOS ❤

  • @Simplepencildrawings
    @Simplepencildrawings 11 месяцев назад

    bro your presentation skills are off charts! i can finally revive my attention span!

  • @rahulsisodia1980
    @rahulsisodia1980 Год назад

    Hey, nice insightful content. Any idea on Personal Care Business

  • @kishore7141
    @kishore7141 Год назад

    ITC float is very high. They should do buyback to reduce it

  • @nitinsinghbisht8959
    @nitinsinghbisht8959 Год назад

    need more of these on other stocks perhaps a future stocks explained playlist

  • @manangoyal3896
    @manangoyal3896 Год назад

    Amazing, can you do it the same for TATA Chemicals?

  • @tarunagarwal9573
    @tarunagarwal9573 Год назад

    We are Indians who want to know all these then why you are providing details in dollars and using Millions instead be proud on India Rupee. (hotels business)

  • @eeshan1987
    @eeshan1987 Год назад

    Beautifully Articulate.. Keep them coming

  • @yashagar4443
    @yashagar4443 Год назад

    Btw in the stock market the rear view mirror is clearer than windscreen.

  • @SumitPrasad1
    @SumitPrasad1 Год назад +1

    Even though your videos are comparatively long, I enjoy watching them still 😊

    • @finshotstv
      @finshotstv  Год назад

      Thanks for tuning in and leaving a comment! You're awesome!

  • @ramaiahvikram2168
    @ramaiahvikram2168 Год назад

    Very nicely explained about ITC.

  • @barunkaushik7015
    @barunkaushik7015 Год назад +1

    Great learning experience. Really appreciate the detailed explanations.

  • @amshiv
    @amshiv Год назад +1

    Well explained, keep bringing more like this, thanks

  • @jacobphilip857
    @jacobphilip857 Год назад

    Loved the video. Very detailed and easy to understand

  • @TVserial2025
    @TVserial2025 7 дней назад

    The best industry analystis❤

  • @arijitmullick2
    @arijitmullick2 Год назад

    Video on the insurance sector , LIC business

  • @Sonia-ls9fm
    @Sonia-ls9fm Год назад

    Hats off ❤Thanku. Lots of hard work🤐

  • @rashmiacharya2177
    @rashmiacharya2177 Год назад

    Contents superb.
    More such videos on Avenue Supermart, Colgate, HUL, etc. is expected from you.👌👌

  • @manvinderarora1702
    @manvinderarora1702 Год назад

    Great stuff Shrehith, been your & Finshots fan since 2020!
    My $0.02 on ITC:
    I personally love the company, as you said its cigarretes business is one the biggest cash generative machines in corporate India - as far as the FMCG business is concerned - the management is doing everything right, and as you this ecosystem takes time to develop, and I think it has a real shot of being a 1 trillion in revenue by 2030, the exponential growth is very much in sight.
    Agri, packaging are just the greenshoots right - as the ecommerece demand picks up across the country, we need more oragnized & efficient players in these ecosystems - and ITC seems to be in the right place, so fingers crossed! I'll be loading up more on it come Monday & sit on it to see the management bring the plans to fruition!

  • @deepeshpalkar23
    @deepeshpalkar23 Год назад

    Shrehith, Good informative video on ITC . Keep up the good work. Love the way you break down points and explain.

  • @spraveenca
    @spraveenca 18 дней назад

    Great video , super brother

  • @bhargavr8606
    @bhargavr8606 Год назад

    Things learnt:
    1. Falcon-eyed view of ITC business potential and dynamics
    2. Power of enunciation laced in with contrived stutters that absolutely syncs with viewer's "woah, pause a sec" moment
    3. Boom out the key words and charts nailing the moment to "entrench" it into hearts and brains of audience.
    Keep going man! No holds to bar you; nah not even the sky
    PS: Winsome textiles if it pleases you

  • @nisargj7524
    @nisargj7524 Год назад

    Would like to know such an explainer for Piramal Enterprises Ltd. the impact of the demerger of pharma division on the profits of the company etc.

  • @anyav2694
    @anyav2694 Год назад

    Really good vid! I have made a lot of profit on ITC to the point where it is the only thing driving my portfolio rn. Also, ITC recently recruited from my uni and paid the highest money any stream can get in the domestic market at the undergrad stage. I was shocked that most people did not even consider ITC even after the high salary prospects because they didn't know what ITC was as opposed to other well known law firms. Please make more videos on group companies and industries. Thanks!

  • @harshparakh4520
    @harshparakh4520 Год назад

    The video was amazing man!!!! Please do come up with more such videos, I have a lot of interest in stock market. Please do come up with videos on stock like dimart, jubilliant foodworks etc

  • @kartikshetty7989
    @kartikshetty7989 Год назад

    Hey man! Really loved the insights you gave. Would love to see such detailed videos about more companies. Good luck!!:)

  • @1minutestoriesforu
    @1minutestoriesforu Год назад

    Great video ... Can you please do a video on the hotel industry ? (focus being on Indian Hotels and Lemontree) please

  • @Yesaps
    @Yesaps Год назад

    The intro is 1.5 years too late! It was a meme stock till 2021! Since late 2021 it's one of the best performing stocks out there, and infact for the last 1 year one of the revered ones!

  • @AvinavCThakur-hs9wl
    @AvinavCThakur-hs9wl Год назад

    Spelling of recession is incorrect at around the 28 min mark. Started to enjoy these long form videos now 👍 Just wonder, could the hotel business be indirectly helping ITC with their overall marketing? Basically keep pushing the name ITC everywhere so that overall, their revenues and profits grow. Don't know if it's making much sense but just a thought

  • @dnyaneshpatade
    @dnyaneshpatade Год назад +1

    disclaimer in your video is faster then on that on TV

  • @manasbhatnagar5698
    @manasbhatnagar5698 Год назад

    I don't know where to put this comment, but I thoroughly appreciate your finshots daily and their song recommendations are cherry on top
    Keep Up with this good work

  • @ALAKANANDADAS-dq2re
    @ALAKANANDADAS-dq2re Год назад

    Interesting and very insightful. Brilliant job done. I would like to see videos on derivatives market and how it works. Also, a similar story on Tata Group is greatly awaited.

  • @nutankumarkavthekar1671
    @nutankumarkavthekar1671 Год назад

    You really go to the bottom of each business..sometimes it is overwhelming with all the numbers.. you could probably end the video by saying wat action u are going to take with all this info.. talking about next video...One video on how to achieve financial goals with proper examples, tools so we can also implement the same

  • @kashyapchilakamarri7606
    @kashyapchilakamarri7606 Год назад

    I don't know! if you are interested how about making a video on the investments in UP or Telangana shaping themselves in KCR rule. Or even Auto mobile sector or the new hot topics of green energy & sustainability. What ever you do, for sure you bring so many insights to us the viewers

  • @xyz1xyz28
    @xyz1xyz28 Год назад

    Yes ... Please continue your videos . your analysis and research are far far better than other finfluencers making videos on youtube .

  • @Mrudang08201
    @Mrudang08201 Год назад

    Very insightful video

  • @shubhamagarwal2321
    @shubhamagarwal2321 Год назад

    Please make a video on how insurance companies make money the complete supply/value chain involved. I know you are a founder of ditto and have been reading articles around awareness of buying insurance. Now I want to understand how to analyse insurance companies.

  • @vishantshah4878
    @vishantshah4878 Год назад

    The worst decision was to return profit as dividend rather than buy back since the share price was way below intrinsic value....had it been done it right way ,price would have been above Rs 450

  • @jagadeeshkumardeekonda587
    @jagadeeshkumardeekonda587 Год назад

    @shrehith sir, why dont you publish podcast version of same great videos that you are making?

  • @kunjanganatra3455
    @kunjanganatra3455 Год назад

    Great content! Absolutely love these detailed videos. Looking forward to more such informative content on other industries. Thank you.

  • @ChandrasekarAce
    @ChandrasekarAce Год назад

    This type of content is very helpful in educating individual investors like me! Please keep continue making this type of content. Well Explained Shrehith👏🏻

  • @justbarath
    @justbarath Год назад

    This kind of advice makes one a thoughful investor for sure! Thanks to the team

  • @SrashtiSahay
    @SrashtiSahay Год назад

    Love love loved this video... If possible please convert this into a series where u do this for all giant companies in india, maybe foreign companies also

  • @atharvdixit7147
    @atharvdixit7147 Год назад

    The best industry analysis I have ever seen. Continue the same with other companies as well.
    Please consider this as a humble request

  • @goyamjain20
    @goyamjain20 Год назад

    upgrade your audio equipment please, it would go a long way

    • @finshotstv
      @finshotstv  Год назад

      We heard you... Wait for the next video!

  • @fromap16
    @fromap16 Год назад

    any views on health sector like hospitals and medium/small pharma stocks would be helpful.

  • @thekrazy4tarun
    @thekrazy4tarun Год назад

    Keep up the good work…
    👍🏼

  • @Aadhavan27
    @Aadhavan27 Год назад

    What's happening in Biocon

  • @ganeshrajpadhayay3714
    @ganeshrajpadhayay3714 Год назад

    Yes, keep up the good work.

  • @suhasu8560
    @suhasu8560 Год назад

    Nice video.
    Just a question, whats the number in the bottom right?

  • @HrishikeshKamath
    @HrishikeshKamath Год назад

    Would suggest you to make a video on Electronic manufacturing

  • @shivamtikhe2866
    @shivamtikhe2866 Год назад

    Great work. Would like to watch more such data based videos on conglomerates.

  • @RamNarain-gs8bw
    @RamNarain-gs8bw Год назад

    Very nice video. Amazing reserch. Keep it up