Hi ish, I liked the way you analyse the sectors and the businesses. You and your team putting lot of efforts to make such a wonderful analysis. Next coverage on Varun beverages will be good because it’s fastest growing FMCG Franchise.
As per RBI report inflation rate is around 7%. This results in reduction in demand. Hence in current year risk is more. Thank you for your detailed presentation.
🙏Sir what is special in talbros ltd as vijay kedia as well as ashish kacholia bought it?🤔 I can't find something special rather that joint venture and capex🤔
This company can have below potential issues for MCU business: 1) Semiconductor shortages. 2) MCU business need a lot of electronic know how and local R&D, , they cannot go longer with Chinese partnership. 3) MCU business depends a lot on Motor design also. Hence motor supplier with MCU will be more successful. E. G Bosch.
Hi :) RTPs, contingent liabilities, cash flows, other expenses. Something's which you need to check in every video I make or in every business you analyse. That can help you immensely
I have noted 1 thing, that why does titan have many shops in the same area or high street shopping zones. This phenomena is in all the metros and tier 1 cities.. Would like to study Titan
Thanks a lot Mohit sir for your valuable analysis waiting for more updates from SOIC team 👍auto sector always remain second hand thought for me, but we can find very few good companies like rajratan global wires
Due to demonization in 2016, people ran out of excess money and so no longer spending on a lot of products they could have spent and therefore market did not go anywhere until 2020 quantitative easing came up in the world and lifted all the markets up
Good stock selection but has already appreciated about 70% , from 120 to 206 in last one month. At CMP it is trading at about PE of 30 . Q1 FY 23 may also may not be great because of margin pressure better to wait and buy below 150 in staggered way and on further declines . BV around 98 .
Please do the next analysis on Varun Beverages. I have an eye on that company as I feel it is good value for the growth ahead and especially based on the historical valuations.
Here I am in the perception of reward is more than risk due to risks which are you explained are quite common for this industry we can't avoid. reward I am seeing in order book and penetrate into MCU etc
thanks foranother extremely informative video ishmohit . wanted to get the discounted link for soic membership ...please let me know where i can find it....
Hi, Can you please make short video on what antithesis got triggered in Piramal Enterprises. Isn’t the thesis of api and finance separation still valid ?
Marcellus also managed outstanding returns of -14% in a bull run year. Nothing and no one is sancrosanct, always do own research and invest with own conviction. Personally I don't agree with the investment philosophies of coffee can, buy growth at any price etc.
too much concentration in a single sector isn't good.. if auto ancillaries sector underperforms for couple of months then all companies might underperform taking hit on portfolio level... think of it
@@rohitreddy9771 I think the next big upmove will come in auto industry. It remained subdued for many years. And my portfolio is more concentrated on IT, chemicals, manufacturing, & tourism
@@RAVIRAJ-rf8nc there is semi conductor issue going on, if you read or listen concall of sonacomstar you will know .. next 2qtrs atleast there will be effect.. I'm not sure how many stocks ur holding in ur portfolio but 4 from single sector is big number and u say portfolio is concentrated on IT and others then I don't know what to say... If you hold many stocks with little allocation you will never be able to generate good Alfa ..
@@rohitreddy9771 In time of crisis, i add such stocks. I will add more. And When situation improves, there will be high valuation some day, i will exit then. For me, its kind of long horizon cyclical investment
Which Auto Ancillary will you like us to cover next? Please let us know!!
SJS
LGBBROS LTD & TUBE INVESTMENT (AS both Have A Common Product line i.e CHAIN SPORKET.
would love to have Detailed Analysis
Gna axles
Sonacom
JTEKT
आप इतनी सरल तरीके से बताते हैं कोई भी आसानी से समझ जायेगा। Great 👍
Thanks Ranjit :)
Dear Ish, you are very young and obviously very intelligent and a really good researcher. God bless you always
Thesis and antithesis part nicely covered even each and every video....
Great work!!!!!!!!
Glad you enjoyed it
Hi ish, I liked the way you analyse the sectors and the businesses. You and your team putting lot of efforts to make such a wonderful analysis.
Next coverage on Varun beverages will be good because it’s fastest growing FMCG Franchise.
Video on Varun beverages will be of great help,as there are videos related to Titan industry,but not many related to Varun beverages
Multi beggar ban gaya hai
As per RBI report inflation rate is around 7%. This results in reduction in demand. Hence in current year risk is more. Thank you for your detailed presentation.
नॉलेज में इजाफा करने के लिए सदा आपका आभारी रहेंगे सर ।
वरुण बेवरेजेज
Saregama ka video apne daala tha maine nahi liya tha mai pachta raha hu🤣🤣 video aapki full of knowledge hoti hi u r the best
Thank you sir. Would like to watch analysis on varun beverages.
Waah Guru chha gaye.... 👌
Thanks Hardik :)
Great video sirji. Please latest advice bataye Sterling Tools ke bare me June 2023 ke baad kya ho sakta hai. EV is the future.
Fantastic video as always and I found new initiative of making short video Thanks for your great work
Varun Beverages please (do cover - does it have minor/small Moat?)
Thank You Sir 🙏 Love From Share Academy ❤️
🙏Sir what is special in talbros ltd as vijay kedia as well as ashish kacholia bought it?🤔
I can't find something special rather that joint venture and capex🤔
This company can have below potential issues for MCU business: 1) Semiconductor shortages.
2) MCU business need a lot of electronic know how and local R&D, , they cannot go longer with Chinese partnership.
3) MCU business depends a lot on Motor design also. Hence motor supplier with MCU will be more successful. E. G Bosch.
Very good points ✅
Ish, can u also cover promoter/mgmt quality. In small cap investing, quality of jockey / their other interests, RPT is also important
Hi :)
RTPs, contingent liabilities, cash flows, other expenses. Something's which you need to check in every video I make or in every business you analyse. That can help you immensely
Bhai, very good reading, research and analysis. Am SEBI certified RA and love to see your vid. Keep doing good work.
Thanks
Sat shri akaal veer ji
Nice information 🙏🙏🙏
I have noted 1 thing, that why does titan have many shops in the same area or high street shopping zones. This phenomena is in all the metros and tier 1 cities.. Would like to study Titan
Please make video on varun beverages 👍
Very good video, but 1 Year old now. Please make updated video on the advice on Sterling Tools and other similar stocks.
Hey ish,
Please comment on glenmark life sciences .
Thanks a lot Mohit sir for your valuable analysis waiting for more updates from SOIC team 👍auto sector always remain second hand thought for me, but we can find very few good companies like rajratan global wires
Titan and Varun beverages both are good companies. Kindly do both videos in next coming weeks.
Thanks so much sir for provide such kind of learnings for Auto auncillary ind.You are my one of best teacher in my investing learnings.My vote for VB.
Due to demonization in 2016, people ran out of excess money and so no longer spending on a lot of products they could have spent and therefore market did not go anywhere until 2020 quantitative easing came up in the world and lifted all the markets up
Would like to see a video on Titan
Thanks Sir 🙏 💫 Titan would be a good option....
Sir please make a video on packaging industries like polyplex corporation and uflex,it would be great.
Loved to see video on Titan.
I want to know …where to invest for good monsoon this time
Please do a comparision of polyples and cosmo films and suggest which is better
100% profitable in sterling tool after your analysis
No reco to buy or sell. Selling is equally important
@@SOICfinanceBhai if possible please make video kya improvement hua hae company me
@@investingforfuture8925 EV Product has clicked
right
Full of contents and hard work . Thanks
Really very good and deep analysis of Sterling tools.
Eagerly Waiting for TITAN sir.
Currently looking good technically . Looking to Buy .
All time best video.... thanks SOIC team
Would love to see your next video on VBL
Good stock selection but has already appreciated about 70% , from 120 to 206 in last one month. At CMP it is trading at about PE of 30 . Q1 FY 23 may also may not be great because of margin pressure better to wait and buy below 150 in staggered way and on further declines . BV around 98 .
Still down 50% in 4 years
@@SOICfinance mere pass ek saal phly ka h becha nhi aj profit h
Which stock is it?
Before it was in Saurabh mukharjee Little champ portfolio ....after he left it fall drastically.....next will be lumax IND. runup
Why did we dump it?
Lumax will go up Kya
@@mohitn2952 I comment on Sunday u see today run up...but ye bhag gaya ab.....
@@RaviKant-yq4qe okay 👍
Please give update on sterling tools results
Have your exit system in place
Please do the next analysis on Varun Beverages. I have an eye on that company as I feel it is good value for the growth ahead and especially based on the historical valuations.
What about Mothersonsumi Wires India who holds 40% market share in its segment?
Here I am in the perception of reward is more than risk due to risks which are you explained are quite common for this industry we can't avoid. reward I am seeing in order book and penetrate into MCU etc
Thanks for sharing your Knowledge with us..
Titan ki detail video ka kya hua sir
Globbus spirits vs BCIL industries vs Gulshan Poly....please do a comparision of these and suggets which one one is better
Next Video Suggestion - Varun Beverage
Thank you sir. Would like to watch Titan as next video.
Thanks Darshit :) Hope to keep adding value
thanks foranother extremely informative video ishmohit . wanted to get the discounted link for soic membership ...please let me know where i can find it....
Please make video on Mayur Uniquoters
Wonderful analysis soic. I would like to hear about sjs enterprises.
Good analysis. For next video consider Varun beverage please :)
Paushak - Agrochemical?
Hi Mohit...
What about KPIT & IDFC first bank?
Your views will be very much useful
Hold both of them
Business is good but history says it will go down again to 100 again same as vedanta 🙏
Sir Cosmo Ferrites ka aap ne ismein Kuchh mention nahi kiya
Hi,
Can you please make short video on what antithesis got triggered in Piramal Enterprises. Isn’t the thesis of api and finance separation still valid ?
Both vbl and Titan
Pls
Thank you! Ishmohit & team, please make a video on TITAN.
Thanks for your kind words :) Sure, stay tuned
Next video must be on Varun beverages.
Sir you are excellent
Awesome as usual ☺️☺️☺️
Thanks Saurav :)
Couldn't find the Sterling Valualtions Video on my SOIC dashboard ??
Hi Siddhesh,
Evening today!
Huge Distribution (phase) of good knowledge 🙂✨🙏
Sir pls make video on lumax ind and fiem ind in auto ancillary category.Thks 🙏
Yes, need a video on both Lumax & Fiem. They look promising!
Thanks Sir. Here the "Reward" outweighs "Risk"
mere pass ek saal phly ka h abhi loss recvr huya per apun ne becha nai
Smashed as usual
Marcellus had sold their positions in Sterling tools as they felt the accounting practices are not meeting an acceptable criteria
Yes, marcellous exited sterling tools
I am surprised why SOIC is encouraging such low quality stocks
Or even analysing them
@@rajsabs me too
Marcellus also managed outstanding returns of -14% in a bull run year. Nothing and no one is sancrosanct, always do own research and invest with own conviction.
Personally I don't agree with the investment philosophies of coffee can, buy growth at any price etc.
Super video! ❤️
Thank you very much!
Amazing work
Thanks Dr Vinayak :)
Awesome video n pls make video on vbl
Mind blowing... Sir ji....jai hind... God bless you.... Sir ji
Great analysis Ishmohit and Team. Next video on Varun Beverages please ... Keep the good work
paaji twada kada kithe aa?
More videos on small and midcap high growth companies ❤️
On time...11 am...Was eagerly waiting...👌👌👌
Sir please
Make the video about ddev plastic industries limited Sher price.....
Ishmohit sir is their any deep value in Redington india ltd please share your views🙏🙏
😡😡😡Sir, you have closed the English subtitle in the last 3 or 4 video. please start English subtitles. Thank you 😊😊😊
🙏 Soic brochure link not working 🙏
Do check again. 😃🤜
Great coverage .. Thank you....🙏
TITAN😍😍😍😍😍
thanks for this video and next one my vote is to varun beverages
Video was little late it’s price got 2x in last 3 weeks.
Last 10 year best IPO, average IPO, loss IPO worst IPO ka series banaaiye.
Thank you so much 🙏
Most Welcome :)
Thank you, Sir, for sharing such valuable knowledge with us. In my opinion, we should go with Varun Beverages Ltd. Thank you once again.
Would love to see titan, thank you
Varun beverage 🙏 Jai Hind 🙏
Sir ek video ethanol par..
Both VBL & Titan
Sir please
Ddev plastik industry limited
Jullundur Motor agency Delhi Ltd ke bare me jankari dijiye ga please sir
I am invested in 4 auto ancillaries companies:
Ramakrishna forgings
Gna Axles
Suprajit engg
Fiem industries
too much concentration in a single sector isn't good.. if auto ancillaries sector underperforms for couple of months then all companies might underperform taking hit on portfolio level... think of it
@@rohitreddy9771
I think the next big upmove will come in auto industry.
It remained subdued for many years.
And my portfolio is more concentrated on IT, chemicals, manufacturing, & tourism
@@RAVIRAJ-rf8nc there is semi conductor issue going on, if you read or listen concall of sonacomstar you will know .. next 2qtrs atleast there will be effect.. I'm not sure how many stocks ur holding in ur portfolio but 4 from single sector is big number and u say portfolio is concentrated on IT and others then I don't know what to say... If you hold many stocks with little allocation you will never be able to generate good Alfa ..
@@rohitreddy9771
In time of crisis, i add such stocks. I will add more. And When situation improves, there will be high valuation some day, i will exit then.
For me, its kind of long horizon cyclical investment
@@rohitreddy9771 And my minimum investment in any stock is atleast 24K
Hey Mohit ,will you cover paushak Ltd also??
Varun Beverages for next video...Titan bhi chalega
Both video wants to see
Sir nice video. Titan would be great.