As an investor in Polycab , I enjoyed this insight into a competitor and the industry in general. On the question of valuations, that’s a definite yes from me. Please do go into details of valuation as that’s where most retail investors go wrong. Thanks for a great video guys!
I already allocated 7% of my portfolio to Havells last year. my narrative was high growth possibility for FMEG in India due to electricity and internet penetration with increasing lifestyle
Sir, please make a video on packaging films sector which is growing fast and still the companies are trading at single digit P/E multiple - Cosmo films, Jindal Poly films, Polyplex.. Or please let me know the reason behind this undervaluation.. Thanks.
I watched this video after finishing kei and polycarb AR and it makes more sense to me. Few other things you have added that adds up more clarity and prospective.
Extraordinary analysis.... I would appreciate it if you can include English subtitles for your VDOs...... The peer-to-peer comparison and the valuation part are awesome .... also I love the margin of safety part .... Finally, I would love to see the building material sector as your next... will wait for the blockbuster. Ismohit and SOIC team, great effort and thank you for adding values as always....🤩
Veerji tuc kamaal ho yaar, paused the video to appreciate you. You have shown how a company should be actually analysed apart from financials and thanks for teaching that. Keep up the good work!!
First bought this Company in April 2017 for 212 and then sold it in Nov 2021 for 1037 - but did not had such a good understanding of the Company. Feels like right time to enter again at almost same price as my exit. Thanks for explaining it so well.
Big salute to you knowledge and wisdom..... thank you very much... have learnt a lot from your videos and applying that knowledge in real time investing.... can you please make one video on EKI Energy.. Watched few videos already on EKI Energy business but didnt understand clearly as to what exactly is the role of EKI Energy in carbon credit and carbon emission... would be very grateful if you can make one video on EKI energy.... Thank you
Regularly following your videos and this video is top notch for the following reasons 1) Quality of video 2) Lay of the land 3) Valuation 4) P2P analysis with reasoning behind working capital. Awaiting to see your perspective on NBFC specifically on Cholamandalam considering the quality of management
I like the way start presentation.Hi,investors . It shows your conviction and attitude.I like your all videos . It provides in depth analysis of stocks market,stocks, markets, opportunities.Moats ,future picture.Thanksssss Sir.
Amazing analysis as always Although i think polycab is a superior business I invested at 1300 levels and i think even at current valuation it can grow by 20% for a good amount of time because right now its hardly 2% of fmeg
Superb P2P & valuation. Love to see more this type of valuation analysis. Thank you Sir for boosting my confidence, I have 100 shares @450(avg) from 2019.
Very powerful and thorough business analysis. Learnt so much more!! 😁 1. Also wouldn't it make sense to invest in copper companies/commodities. 2. Was hoping to get the excel sheet. Would that be possible?? (Detailed valuation is a must)
Amazing content as usual man ! A request, just have a glimpse of this company - MAITHAN FERRO ALLOYS Ltd. Looks fundamentally sound, lasting tailwinds and a great play for the China +1 theme.
Yes, detailed value addition will be more helpful. 1) You told Backwards integration of KEI there in case of pvc. Does means Polycab/finolex does not have backward integration. 2) ploycab is not into EHV (its a query) 3) In thesis, KEI is into EHV mean. Which is barrier that means small player or unrecognized player it's a entry barrier right. Is it a big advantage to KEI. Or else small player can also break this barrier.
Nice video, just 1 suggestion try to tell multiple terms in normal way, where retail can understand it easily. Ur doing good.... Keep going High.Thanks
Loved the analysis, I'm an investor already in KEI, & I was wondering whether to add to my position after this recent correction in this stock. Now all doubts are gone, I'm going to double my position & look to hold for 3-4 years And yes next video on the undervalued NBFC pls 🙏
super informative video. the good thing about your videos is that you are not only discussing single stock but the whole sector itself from a layman's perspective. thanks for your efforts, as these details need lots of time to collate and present the same. Hardly anyone in youtube medium has such a level of in-depth discussion. ONCE AGAIN THANKS FOR SHARING SUCH USEFUL INFORMATION.
Loved it and "HELL YES" we would love to see that level of detailed analysis. Can u make your next video on building material segment and after that on art of selling.
Thank u soic for such a wonderful business... I did some scuttle butt in the Bussiness of polycab All the electrican were saying polycab are good in wires... Havells surely has wire but they have wires which are fire proof... And they expensive... And people buy more of polycab then havells
Helping to understand the overall industry of wires and cables, thanks for all your hard work and much importantly sharing with people like me to decide selecting the best business to invest.
Valuation part of presentation is very good. Please keep that as part of future presentations. Margin of safety is very good. I would like to know about under valued NBFC.
I learned many things on peer to peer analysis as I m holding a stock from the same industry and even working on the same industry. Valuation part was enlightening one. As I work on the electrical industry and even visited few factories I would like to add fee things 1.EHV cable industry is not a duopoly industry, even few unlisted players are making cable upto 220kV class. 2. Project division is better play for these type of manufactures as they can use their own product for installation. 3. Now days even the regional players are investing heavily on brand building and entering into FMEG sector.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Hi soic team you are doing great work Please resolve one query in case of valuation wherein the PE of the stock is 26.1 is over valued at Rs. 1000 as we have taken 30 x pe in case of bull scenario after 5 years
As an investor in Polycab , I enjoyed this insight into a competitor and the industry in general. On the question of valuations, that’s a definite yes from me. Please do go into details of valuation as that’s where most retail investors go wrong. Thanks for a great video guys!
Sure, noted your suggestion Adhish :) We will cover valuations in coming videos as well :)
Value evaluation is good, it should be included in every analysis
Sure, noted your suggestion :)
Seconded
The content is superb as always, what noticeable is the quality of presentation has improved significantly, Loved the background too
Thanks Ashutosh for your kind words :)
I already allocated 7% of my portfolio to Havells last year.
my narrative was high growth possibility for FMEG in India due to electricity and internet penetration with increasing lifestyle
Very nice explanation .
Good education platform.
This valuation method is the best and very simple to understand
Sir, please make a video on packaging films sector which is growing fast and still the companies are trading at single digit P/E multiple - Cosmo films, Jindal Poly films, Polyplex..
Or please let me know the reason behind this undervaluation.. Thanks.
Sure Uday, video soon coming on this. Stay tuned
Typewriter, dial phone.. Gr8 background 😇
Research & Quality of content not to mention top notch 👍
Yes sir plz make a detailed video. Because this type of video will help us to boost our knowledge . And help us to grow in our life.🙏🏻
I watched this video after finishing kei and polycarb AR and it makes more sense to me. Few other things you have added that adds up more clarity and prospective.
‘Hell Yes’- for including this kind of valuation- you are one of the best guys on the entire you tube. Please keep up your great work 👍🏼
Superb , very simplified way please continue this way
Extraordinary analysis.... I would appreciate it if you can include English subtitles for your VDOs...... The peer-to-peer comparison and the valuation part are awesome .... also I love the margin of safety part .... Finally, I would love to see the building material sector as your next... will wait for the blockbuster. Ismohit and SOIC team, great effort and thank you for adding values as always....🤩
Thank you so much Rajat for your kind words :) Yes, subtitles will be added by tomorrow
Heavy to digest as a beginner . But, very helpful . It is helping me understand the business and sector. Thanks a lot for your help 🙂🙂
Most Welcome Sanjeev :)
Hats off to your presentation of subject.
Awesome 👌
Great insights....specially the valuation technique.... love to learn more on it
Veerji tuc kamaal ho yaar, paused the video to appreciate you. You have shown how a company should be actually analysed apart from financials and thanks for teaching that. Keep up the good work!!
First bought this Company in April 2017 for 212 and then sold it in Nov 2021 for 1037 - but did not had such a good understanding of the Company. Feels like right time to enter again at almost same price as my exit. Thanks for explaining it so well.
Thanks for great video. Further increased my conviction in polycab :-)
Thanks for your response. Your feedback motivates us. Stay tuned.
One of my favorite RUclips channel
Amazing analysis and synopsis to understand the business values of this sector
HELL YESSS!!! Thank you so much for this video.
Big salute to you knowledge and wisdom..... thank you very much... have learnt a lot from your videos and applying that knowledge in real time investing.... can you please make one video on EKI Energy.. Watched few videos already on EKI Energy business but didnt understand clearly as to what exactly is the role of EKI Energy in carbon credit and carbon emission... would be very grateful if you can make one video on EKI energy.... Thank you
Excellent analysis
Add valuation part in every video... Thanku Guruji for sharing your knowledge.
Regularly following your videos and this video is top notch for the following reasons 1) Quality of video 2) Lay of the land 3) Valuation 4) P2P analysis with reasoning behind working capital. Awaiting to see your perspective on NBFC specifically on Cholamandalam considering the quality of management
Thank you for this informative content.
One more Excellent detailed biz analysis, thanks for it, Yes we want detailed valuation analysis and do Building material analysis in next video
Great insight. Really value your efforts. Detailed valuations is welcome
AMAZING Content.. Really impressive.. You force people to like content without asking for it..that is really rare.
only kaam ki baat no bakwas ! well done
Thanks Raman :)
Sirjee
You visionary is great..
Thanks a lot for this extensive knowledge... this much valuation is enough.
I like the way start presentation.Hi,investors . It shows your conviction and attitude.I like your all videos . It provides in depth analysis of stocks market,stocks, markets, opportunities.Moats ,future picture.Thanksssss Sir.
Excellent analysis.. Thank you for the knowledge imparted.
Thanks for your kind word. Stay tuned.
In-depth Analysis.
Thanks Sir.
Most Welcome :)
Thanks for getting me understood about valuation… Please focus more on valuation part. You are doing good job.
Yes valuation is must 👍👍
Amazing analysis as always
Although i think polycab is a superior business
I invested at 1300 levels and i think even at current valuation it can grow by 20% for a good amount of time because right now its hardly 2% of fmeg
Thank you so much for this helpful video... I hope you will add "Valuation" part in all your upcoming videos.
Thanks for your feedback. Stay tuned.
Valuation analysis is really very insightful thanks for the in depth analysis.
Definitely yes for the valuations!!! Thanks for sharing.
This channel is gold
Thank you so much for your video. The valuation part is very good, hope to see it again in future videos.
Superb P2P & valuation. Love to see more this type of valuation analysis.
Thank you Sir for boosting my confidence, I have 100 shares @450(avg) from 2019.
thanks Supriyo for your kind words :) No recommendations, only meant for educational purpose
@@SOICfinance Yes Sir we know you never recommend. But Ur contents helping us in our own study.
Very good video. Much simplified a complicated process
The new way of presentation of the video is superb.. Its like cherry on the top.. Thanks SOIC for making it super indulging.
Thank you Vivek :)
Good content.
Nice explaination.
I am holding this share for the last 5 years.
12:42 me Polycab k badle KEI hota. Great video as usual.
As usual indepth wonderful analysis and comparison . Always great content. Also valuation of business included. Thanks sir 🙏
Most Welcome :)
Very powerful and thorough business analysis. Learnt so much more!! 😁
1. Also wouldn't it make sense to invest in copper companies/commodities.
2. Was hoping to get the excel sheet. Would that be possible??
(Detailed valuation is a must)
Very well explained indeed, as always. Kudos to Ishmohit for all the hard work.
Thanks Ashish :)
Great to add valuation segment.Thank you
Thankyou for such a wonderful analysis. Loved the P2P comparison part in evaluation. Hell yes and Undervalued NBFC!
Thanks for your response. Suggestion noted. Stay tuned.
Hell yesss… this format is definitely reqd in the field of investing
Thanks for your feedback. Hope to keep adding value. Stay tuned.
Great work, pls make a detailed study of HOLDING COMPANIES. Regards Kamal
Amazing content as usual man !
A request, just have a glimpse of this company - MAITHAN FERRO ALLOYS Ltd. Looks fundamentally sound, lasting tailwinds and a great play for the China +1 theme.
It's amazing analysis of valuation explanation.
Pros and cons given with deep knowledge.
Thanks for the insightful video. Detailed valuation part is just awesome. Kindly keep it up in coming videos as well. Thanks 🙏
Definitely Useful video
Thanks a lot. Hope to keep adding value.
Yes. valuation part of soic channel make unique. Detail valuation will be one more good thing...keep in every video
Good to see the valuation part...keep it in each of the analysis !!
Yes value evaluation with safety margins is good concept..
One of the best case study till I have learned from soic 👍
Yes, detailed value addition will be more helpful.
1) You told Backwards integration of KEI there in case of pvc. Does means Polycab/finolex does not have backward integration.
2) ploycab is not into EHV (its a query)
3) In thesis, KEI is into EHV mean. Which is barrier that means small player or unrecognized player it's a entry barrier right. Is it a big advantage to KEI.
Or else small player can also break this barrier.
Another gem by SOIC, thanks for this deep-dive informative video
Thanks Pawan :)
Thanks for this knowledgable Video 😇🙏
Detail valuation part is So amazing
Hell yesssss 🤘
Valuation part is owsm👍
Nice video, just 1 suggestion try to tell multiple terms in normal way, where retail can understand it easily. Ur doing good.... Keep going High.Thanks
Yes pls include valuation. Request next video analysis on the 3rd point. Thanks for this video..full of knowledge as always !!
Superb analysis, loved the valuation part! please continue
Will you be providing subtitles for webinars that you do in soic course?
Your suggestion noted. Thanks for your interest.
Keep the valuation part in all the videos.. its like cherry on the cake. loving it
Loved the analysis, I'm an investor already in KEI, & I was wondering whether to add to my position after this recent correction in this stock.
Now all doubts are gone, I'm going to double my position & look to hold for 3-4 years
And yes next video on the undervalued NBFC pls 🙏
Excellent Knowledge....
super informative video. the good thing about your videos is that you are not only discussing single stock but the whole sector itself from a layman's perspective. thanks for your efforts, as these details need lots of time to collate and present the same. Hardly anyone in youtube medium has such a level of in-depth discussion. ONCE AGAIN THANKS FOR SHARING SUCH USEFUL INFORMATION.
great analysis. Liked the valuations method. Keep it up!
My vote for next video is for art of selling
Thank you :)
Great way of analysing valuation please put this in every video 🙏
Awesome explained .... love to see the analysis
Really like the valuation part & various scenarios discussed along with Risks. 👍
Loved it and "HELL YES" we would love to see that level of detailed analysis. Can u make your next video on building material segment and after that on art of selling.
Thank u soic for such a wonderful business... I did some scuttle butt in the Bussiness of polycab
All the electrican were saying polycab are good in wires...
Havells surely has wire but they have wires which are fire proof... And they expensive...
And people buy more of polycab then havells
Helping to understand the overall industry of wires and cables, thanks for all your hard work and much importantly sharing with people like me to decide selecting the best business to invest.
Excellent content and analysis
Excellent analysis and deep knowledge specially your valuation part
Hell yes!!! Valuation should be in every presentation of yours... great content like always👌👍
Valuation part of presentation is very good. Please keep that as part of future presentations. Margin of safety is very good. I would like to know about under valued NBFC.
I learned many things on peer to peer analysis as I m holding a stock from the same industry and even working on the same industry. Valuation part was enlightening one.
As I work on the electrical industry and even visited few factories I would like to add fee things
1.EHV cable industry is not a duopoly industry, even few unlisted players are making cable upto 220kV class.
2. Project division is better play for these type of manufactures as they can use their own product for installation.
3. Now days even the regional players are investing heavily on brand building and entering into FMEG sector.
Upto 400v Ehv, 3 players there :)
Thanks you. Yes pls include valuation analysis in all of your analysis videos.
Excellent video as always. I like the valuation method used in this video. Please make next video on art of selling
Nothing but superb analysis, thanks
Detail valuation is really healpful
Very Very nice video and good valuation thesis 👌. Please keep going on. Thanks a lot 🙏
Thanks Narendra :)
Holding Polycab !! hope to grow with it for the next 10 yrs.. And Yes !! valuation part was excellent.. Building materials next pls !!
Hell yes, valuation was surely interesting as well as the analysis as always.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Excellent input .
Hi soic team you are doing great work
Please resolve one query in case of valuation wherein the PE of the stock is 26.1 is over valued at Rs. 1000 as we have taken 30 x pe in case of bull scenario after 5 years
Earnings grew rapidly and I updated my assumptions.
Disc: hold it since 1000s
Thanks for great analysis.
Next video please on 3 building and material
Detail Valuation model is nice...to be continuing in next video.
Thanks for your response. Stay tuned.