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
@@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..
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. 🎉🎉🎉
Dear sir, exhaustive coverage of EMS industry . Sincere thanks for your sincere efforts for educating and for bringing awareness about the industry among us.
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.
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.
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.
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.
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
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
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
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
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..
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. 🎉🎉🎉
Dear sir, exhaustive coverage of EMS industry . Sincere thanks for your sincere efforts for educating and for bringing awareness about the industry among us.
Aur hamesha usi stocks ka analysis kijiyega jo sach next Multibagger ho.....I believe in you sir,,
Dixon, Avalon, BEL, Data patterns ,honeywell, Cyient DMC could be
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 ?
Solid research and presentation, Sahil ! Keep up the great work 👍
Dear Sahil hats off for your hard work on so detailed analysis of the sector. Thank you for the detailed content
You explain everything so so so well,glad to be a part of your channel ❤❤
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.
Great . Thank you very much for detailed sector anylasis. Your knowledge is osume 🙏🙏🙏🙏🙏🙏
Fantastic Analysis by Mr Honest!!! Very useful & important content!!!! V r really grateful to you please.
Mind blowing in depth research. Looking forward 2nd part.
Dear Sahil, My sincere thanks to you for bringing such future tech videos with detailed analysis. Its really worth of watching.
Detail coverage of EMS industry . Sincere thanks for your immense efforts
In whole video i like the last sentence that you are going to tell us key player in india🎉
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.
Indeed a good analysis.. probable stocks may be Dixon tech, Kaynes tech etc.
Video was very useful but let us know the name of the EMS companies for long term wealth creation, 🙏
very professional and organized content- thank you
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.
Dixon technology could be one of the best!
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
Ur research on ems was very good ... I learned lot.. thanks u bro ...
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
Superb content Sahil.
Thanks for enlightenment.
Sir plzz analyse the indian home finance sector , they r on downtrend like AVAS , APTUS HOUSING , HOME FIRST n now Merger of HDFC housing.
Excellent analysis and excellent insight
You are great sir, great coverage and great knowledge and thankyou so much for sharing sir,
Excellent brother.🎉
Waiting for 2nd part.
Excellent information... God bless you brother
Excellent content.Thank you sahli......
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.
Sir, apni Quality kabhi loose mat hone dijiyega.....
Hi Sahil, great work super video excellent content keep up the hard work would like to see you growing thank you
Informative. Thanks for your efforts
Great content Sahil. Best content creator and learning lot from you.
Very very thanks for the eye opening video. Keep continue please. Jai Hind
Great analysis , i just like to guess stocks name,Tata elexi,LTTS,kpit, polycab & Orient electric,etc don't mind it's 😂
This is good information Sahil 👌👌Appreciate your effort to prepared 👏👏waiting for next continuation video , All the best Sahil🤝🤝
What a beautiful video, keep making such types of content
Good and informative coverage of Electronic industry
Sshil ji you are going fantastic work. Thanks for your guidance
I’m always waiting for your knowledgeable videos
Moschip company got a contribution in chip manufactured in India
Thanks for this research.
Awaiting for Part 2
Nd pls do an analysis in semiconductor chip, renewable energy nd chemical sector
Very informative and was waiting for this sector. Eager to know about the players in the next video.
Hello Sahil Thanks for a detailed presentation & way forward opportunities…
Please make an analysis about the medical devices industry in India and potential multibager companies
Great video bro, thanks a lot for doing this video. Great content which is very helpful.
Very nice video. This is the emerging g sector.
Excellent explanation of technical terms with financial aspects
Very good analysis of EMS...thanks for sharing...
Awesome 👏🏻 (not by just a word ) really awesome 👍
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
Thats very good study but tou have to tell some good stocka belongs to this category
Dixon , Amber ,Ikio
Highly educative
Thanks sahil, but why not include consumer durable like AC, washing machine, TV, other home appliances etc.
Too much competition and cyclicality in the business are the negatives for this segment.
Radhe Radhe Sahil Sir, great content, thank you so much.
Thanks Sahil for a wonderful video ☺️
Excellent research sahil 👌👌💐💐💐💐
LTTS, TATA ELXSI, KPIT WOULD SURELY BE MULTIGAGGER IN FUTURE ALSO
Make a video on semiconductor ecosystem in india
EXCELLENT AND INFORMATIVE VIDEO
Sir please give information EMS related stock also which have potential growth in next decade
very informative work sir. Please do detail analysis on Smart meter theme.
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…
Wahhhh..excellent Sahil
Please make a course for teens
Everything is great with you😊
Sahil man, you always rocks . Fantastic video
Please make a video on Finetox Chemical
Great research and fantastic analysis bro..Thank you :)
Extremely well researched.
Axis small cap and sbi small cap proving this fact wrong.
Excellent content Dear Sahil
Continue the good work
Congratulations ❤
High respect to you 🙏
Beautiful and well described analysis
Need to see more than one time to grasp everything
Sir do u say that dixon is a stock which is referred here in topic
Sunrise sector in current scenario
Awesome thanks for sharing 🎉
H Sahil,could you please add your research analysis document
Sir,
Great research. Shared good info to investors.
Great effort and informative. Kindly do the video of Indian EMS companies
Funtastic learning dear Sahil.Keep it up
Superb analysis@@@@@ thanks you
Excellent analysis sahil!
Is there any mutual fund for the EMS sector
Nifty next 50 (equal weighting stocks index) will do better than this analysis over next 5-10 years.
Thanks for your efforts 🙏🙏🙏🙏🙏
Perfect knowledge sir
Excellent bhai ❤
Good Job Sir🙏❤🙏
Superb content as usual
Young enthusiastic investor. Passionate deep and detailed research about Indian equity markets