This is a year old video.. but this is totally relevant in today's Indian EMS industry and future growth... Your analysis is becoming true now .. what a visionary analysis... Thank you
Hi saahil, probably we might be in same age group. Even our Indian education system or social media don't educate us detaily on Stock market with Indian growth potential and risks of stock market. But I see you are constantly educating public through a RUclips channel which is really great. Please continue the same and thanks for the updates. 🎉🎉🎉
@@SahilBhadviya 😀 01 left Optiemus infra... Please include this company also in your video.. This company is in manufacturing of mobile hand set wearable and hearable etc. through its subsidiary Optiemus electronics..
A great educational / informative video. While India has many things in its favor to become the second most attractive place for the EMS industry, there is one big shortcoming that is employable workforce. We have huge huge number of young population but most of them are uneducated or unemployable. For this, we have to have many ITI / Politechnics institutes focused on training in Electronic. So far, there is no attempt to solve this problem ,I feel.
Dear sir, exhaustive coverage of EMS industry . Sincere thanks for your sincere efforts for educating and for bringing awareness about the industry among us.
Video is great. But one point. Tata started doing it for iphone and factory is in Tamil Nadu near Hosur. And the reason to be near Hosur is because Banglore is near so transportation is easy.
Amazing content Sir ❤ need lot of effort to make this kind of valuable video U r definitely going to add value to thousands of people who r truly learning from ur video & participating in the growth of India by taking Appropriate Informed Decision❤ Waiting for part 2.
I've purchased numerous stocks in individual firms. Because there are so many stocks that will skyrocket in the long run, it is currently safe to buy in on ETF and ride it out. Due to fud, I sold out early, but then retraced my ways and re-invested $350,000 with a financial advisor who manages my account. I received an 82% return last year and will see where it goes this year.
Hi sahil, big fan of your analysis. Pls do sectors analysis for Defense, Power , Textile, NBFC, Dairy, Auto ancillary, speciality chemicals, Fertilizers, small cap IT sector, Telecommunication, QSR, Banking ,PSU ,fmcg, capital goods ,travel and tourism, logistics etc
Please look into what data patterns is doing. It deserves to be in the next video. The kind of roce roe pat margins pat growth they are showing is phenomenal. And all this has been priced in too, but give a insight on the future for that stock. Being in the defense sector it seems even more attractive.
Thanks Sahil. Very good research. However will there be any moat in such industry? I'm an SoC Architect myself and in my opinion there's no differentiation that a contract assembler of consumer electronics devices can provide. If this business starts to become lucrative, competition can easily come and destroy the profit margins. Btw profit margins are very thin, I heard OEM like Dell early only 8-10% operating margin, so they'll certainly have upper hand over their contractor
Sahil bhaiii... Question from many days about applying IPO from Differnt DMAT accounts 1. Shall I apply IPO from my friends/family accounts by pointing to single UPI ID? is it acceptable? Kindly, Pls tell me a process how to apply from Differnt accounnts
Great video and very timely, certainly a very interesting and growing industry. I think the line gets blurred sometimes in this space due to diversity. For example the business on Cyient DML and Dixon / Syrma are not comparable…
Complete course on money management: www.sahilbhadviya.in/
This is a year old video.. but this is totally relevant in today's Indian EMS industry and future growth... Your analysis is becoming true now .. what a visionary analysis... Thank you
Most prominent person in you tube who gives confidencely details of every aspects of stock market .
❤️👌👍definitely
Hi saahil, probably we might be in same age group. Even our Indian education system or social media don't educate us detaily on Stock market with Indian growth potential and risks of stock market. But I see you are constantly educating public through a RUclips channel which is really great. Please continue the same and thanks for the updates. 🎉🎉🎉
Good Video..
EMS companies in India
1.Dixon
2.Amber
3.Kaynes
4.Syrma
5.Avalon
6.Cyient DLM
You have the list of my next video :)
@@SahilBhadviya 😀 01 left Optiemus infra... Please include this company also in your video.. This company is in manufacturing of mobile hand set wearable and hearable etc. through its subsidiary Optiemus electronics..
Thanks!
A great educational / informative video.
While India has many things in its favor to become the second most attractive place for the EMS industry, there is one big shortcoming that is employable workforce. We have huge huge number of young population but most of them are uneducated or unemployable. For this, we have to have many ITI / Politechnics institutes focused on training in Electronic. So far, there is no attempt to solve this problem ,I feel.
So you think only uneducated people do ITI ?
Dear sir, exhaustive coverage of EMS industry . Sincere thanks for your sincere efforts for educating and for bringing awareness about the industry among us.
You explain everything so so so well,glad to be a part of your channel ❤❤
Solid research and presentation, Sahil ! Keep up the great work 👍
In whole video i like the last sentence that you are going to tell us key player in india🎉
Aur hamesha usi stocks ka analysis kijiyega jo sach next Multibagger ho.....I believe in you sir,,
Video is great. But one point.
Tata started doing it for iphone and factory is in Tamil Nadu near Hosur.
And the reason to be near Hosur is because Banglore is near so transportation is easy.
Thanks for the in-depth authentic inputs and the flow... very convincing 🙏
Dear Sahil, My sincere thanks to you for bringing such future tech videos with detailed analysis. Its really worth of watching.
Dixon, Avalon, BEL, Data patterns ,honeywell, Cyient DMC could be
WOW...what a clarity of thought and presentation
Dear Sahil hats off for your hard work on so detailed analysis of the sector. Thank you for the detailed content
Amazing content Sir ❤ need lot of effort to make this kind of valuable video
U r definitely going to add value to thousands of people who r truly learning from ur video & participating in the growth of India by taking Appropriate Informed Decision❤
Waiting for part 2.
Detail coverage of EMS industry . Sincere thanks for your immense efforts
Great . Thank you very much for detailed sector anylasis. Your knowledge is osume 🙏🙏🙏🙏🙏🙏
Mind blowing in depth research. Looking forward 2nd part.
Fantastic Analysis by Mr Honest!!! Very useful & important content!!!! V r really grateful to you please.
As usual detail Anaysis Sahil great ,regret for watching this video so late
Excellent brother.🎉
Waiting for 2nd part.
This is good information Sahil 👌👌Appreciate your effort to prepared 👏👏waiting for next continuation video , All the best Sahil🤝🤝
Ur research on ems was very good ... I learned lot.. thanks u bro ...
Excellent analysis and excellent insight
Indeed a good analysis.. probable stocks may be Dixon tech, Kaynes tech etc.
Great content Sahil. Best content creator and learning lot from you.
Superb content Sahil.
Thanks for enlightenment.
very professional and organized content- thank you
You are great sir, great coverage and great knowledge and thankyou so much for sharing sir,
Very informative and was waiting for this sector. Eager to know about the players in the next video.
Excellent content.Thank you sahli......
Awesome 👏🏻 (not by just a word ) really awesome 👍
Highly educative
Hi Sahil, great work super video excellent content keep up the hard work would like to see you growing thank you
Excellent research sahil 👌👌💐💐💐💐
Dixon technology could be one of the best!
I've purchased numerous stocks in individual firms. Because there are so many stocks that will skyrocket in the long run, it is currently safe to buy in on ETF and ride it out. Due to fud, I sold out early, but then retraced my ways and re-invested $350,000 with a financial advisor who manages my account. I received an 82% return last year and will see where it goes this year.
What a beautiful video, keep making such types of content
Hi sahil, big fan of your analysis. Pls do sectors analysis for Defense, Power , Textile, NBFC, Dairy, Auto ancillary, speciality chemicals, Fertilizers, small cap IT sector, Telecommunication, QSR, Banking ,PSU ,fmcg, capital goods ,travel and tourism, logistics etc
Excellent content Dear Sahil
Continue the good work
Congratulations ❤
Very nice video. This is the emerging g sector.
Good Job Sir🙏❤🙏
Informative. Thanks for your efforts
Please look into what data patterns is doing. It deserves to be in the next video. The kind of roce roe pat margins pat growth they are showing is phenomenal. And all this has been priced in too, but give a insight on the future for that stock.
Being in the defense sector it seems even more attractive.
I’m always waiting for your knowledgeable videos
Very very thanks for the eye opening video. Keep continue please. Jai Hind
Excellent information... God bless you brother
Great video bro, thanks a lot for doing this video. Great content which is very helpful.
Excellent bhai ❤
Sshil ji you are going fantastic work. Thanks for your guidance
Wahhhh..excellent Sahil
High respect to you 🙏
Sir plzz analyse the indian home finance sector , they r on downtrend like AVAS , APTUS HOUSING , HOME FIRST n now Merger of HDFC housing.
Thanks Sahil for a wonderful video ☺️
Good and informative coverage of Electronic industry
Hello Sahil Thanks for a detailed presentation & way forward opportunities…
Thanks Sahil. Very good research. However will there be any moat in such industry? I'm an SoC Architect myself and in my opinion there's no differentiation that a contract assembler of consumer electronics devices can provide. If this business starts to become lucrative, competition can easily come and destroy the profit margins. Btw profit margins are very thin, I heard OEM like Dell early only 8-10% operating margin, so they'll certainly have upper hand over their contractor
Sahil man, you always rocks . Fantastic video
Thanks for this research.
Awaiting for Part 2
Nd pls do an analysis in semiconductor chip, renewable energy nd chemical sector
Thank you sir ❤
Superb... 💐
Excellent explanation of technical terms with financial aspects
EXCELLENT AND INFORMATIVE VIDEO
Please make an analysis about the medical devices industry in India and potential multibager companies
Sahil bhaiii...
Question from many days about applying IPO from Differnt DMAT accounts
1. Shall I apply IPO from my friends/family accounts by pointing to single UPI ID? is it acceptable?
Kindly, Pls tell me a process how to apply from Differnt accounnts
Great research and fantastic analysis bro..Thank you :)
Thanks for your efforts 🙏🙏🙏🙏🙏
Radhe Radhe Sahil Sir, great content, thank you so much.
Everything is great with you😊
Moschip company got a contribution in chip manufactured in India
Great video and very timely, certainly a very interesting and growing industry. I think the line gets blurred sometimes in this space due to diversity. For example the business on Cyient DML and Dixon / Syrma are not comparable…
Extremely well researched.
Awesome thanks for sharing 🎉
Sir, apni Quality kabhi loose mat hone dijiyega.....
Eagerly wsitkmg bro
Very good analysis of EMS...thanks for sharing...
Thats very good study but tou have to tell some good stocka belongs to this category
Make a video on semiconductor ecosystem in india
Sir,
Great research. Shared good info to investors.
Superb analysis@@@@@ thanks you
very informative work sir. Please do detail analysis on Smart meter theme.
Funtastic learning dear Sahil.Keep it up
Perfect knowledge sir
Excellent analysis sahil!
Beautiful and well described analysis
Need to see more than one time to grasp everything
Time well spent ❤
Awesome.❤❤❤❤❤
Great analysis , i just like to guess stocks name,Tata elexi,LTTS,kpit, polycab & Orient electric,etc don't mind it's 😂
Superb content as usual
Thank you Sahil..
Great effort and informative. Kindly do the video of Indian EMS companies
excellent sahil
Sir do u say that dixon is a stock which is referred here in topic
Best analysis as always
Appreciate your efforts and passion
Trailer is good, waiting for next part