Orient electric has worst after sales service. I bought a grinder which stops functioning and they take it for repair which they never returned.i lost both money and appliance
Durable itself is a draw back No entry barrier No niche sector Not heavily capex driven sector Even ordinary companies providing air cooler, pressure cooker, fans Many domestic players yet to join the sector Anyhow it's a good video on consumer durables 👍🏼
Hi Sahil, I've been following ur channel & watching all ur videos without missing even one, and I've recently turned 20, investing in the stock market since early 2021 when i was 17 y.o I think u have missed a point (7:00) that Whirlpool, parent Co' of Whirlpool India is selling 24% of their stake in Whirlpool India to repay their (Whirlpool US's debt), i don't think this is a sound decision for a well established company, what is your state on this?
Excellent video Sahil. The best time to study any sector is when it is going through a bad time as we can get decent discounts. Just one feedback from my side would be to also include volume growth in these companies as this is the most important metric to track in cunsumables.
Really helpful. Thanks for useful information. Companies you discussed are in Sideways now. Bluestar is doing better share price wise. Can you help with my doubt. If the sector picks up all companies you mentioned will do good but what happens to already better performing companies like Bluestar, Havells etc. Do they consolidate or move much higher? Invest in better performing companies now or invest in companies falling ( fundamentals are good I understand ) now. How do we take call in this case?
I would like to add that many consumer goods also being imported from Thailand and Vietnam ex sharp, Toshiba refrigerator come from Thailand. This is to be stopped. Also the CHina based parts penetrate for lower cost over local manufacturing costs.
Hi Sahil, Love your deep analysis. One Video Recommendation: If you can share your knowledge with us on how to use the screener tool thinks to look and what implies what in a 10 -15 min video it'll be very helpful. thanks
Symphony need to change the design effectively to a better look and application including energy consumption. This is very much required to retain or improve their market share, both local and global.
Excellent video Sahil..I am an investor in Orient, the video gave good clarity about current position of the stock. Thank you.. Can you please explain why Havells didn't correct significantly similar to these companies?
There is a high necessity on these branded goods to shift manufacturing train. Example, Tata consumer goods, Chroma brand blender which is a contract manufacturing and only design and brand held by them according to the showroomwala. If so, the overhead cost goes down and Tata retains their calculated margin per piece.
You have missed on whirlpool promotors selling 25% stake in India business arm. Can u throw some light on it, how’s this stake sale is going to affect stock performance.
Hi Sahil, I'm following your channel daily and thanks to your entire team for your efforts. I'm thinking of making some emergency funds and interested in debt fund and came across Bharat bond ETF by Edelweiss from your video. Please let us know about this ETF and how can be used for emergency funds. Also please let us know about the kotak debt hybrid or parag parikh debt hybrid be used for emergency funds. My tenure is atleast for 2 to 5 years. Please pick up this question. Thanks.
Thanks Naveen. Bharat bond etf is a good option to park money. Hybrid funds are also very good option. Both conservative and aggressive based on risk appetite . It balances investment across both debt and equity.
Q&A- Hi Sahil. Can you please tell us how globus spirits business effect 1. By Coco-cola's entry into ready to drink alcohol business 2. By government's ban on ethanol production from sugarcane. It is into ethanol production & alcohol also right?
Sorry dear, Whirlpool promoters have significantly reduced or decided to reduce their shareholding to close to 50%, and that’s why huge fall in price in recent days.
Hi Sahil, You are saying OPM is the main culprit in whirlpool then what is the strategy behind selecting Dixon Technologies (V.poor OPM). Can you share your state in that..
Because company is growing. Its revenue is increasing consistently as well as EPS is increasing thats why. Their expenses are very high thats the reason for their low OPM.
Dixon has different business model. It has not fallen from 10-12% to 3-4%. You can’t compare dixon opm with consumer durable. Different business models. Pls chk my video on electronics sector and dixon to understand in detail
Please look at the PE of these declining revenue/profit companies, it is still more than 50... so still very expensive and definitely can fall significantly, if there is some sudden downturn in the broader stock market
Earlier I was radical muslim but exmuslim Zafar heretic and Nabi Asli YT channel changed my life. I came out of islam and just living sanatani way of life. ❤😊n
Hello sir I really appreciate ur work u r doing amazing work but can u Plzz suggest me something I am in Confusion I have invested in L&T stock my average price is 1752 & now currently it’s price is 3420 & it has Given me 95% return so what to do now should I book profit or I should keep them for long time investment as I have purchased it at very Low price even low than it’s 52week low price or I should book profit Plzz help me
Hlo Sahil gm,,, I am new to this share market, IREDA has become the talk of the town now, I too hold some of this stock now,but iam bit confused to hold or sell ryt now,, pls make a video of latest developments about it,, so that we can have clear picture about that share. Neither ಈ know technical analysis nor fundamental analysis, so pls guide us.
Hi, I am regular follower of your channel. I appreciate for your efforts. Is it possible to cover GHCL stock. This stock PE was very low around 6 but profit was around Rs.200 crores to Rs.300 Crores.
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Link to explore my weekly series and stock analysis course: www.sahilbhadviya.in/
Hi sahil can you please make a video about doms ipo?
Much needed video regarding the consumer durable sector
Pls provide updates on this sector regularly
Thank you
Orient fan lifespan is too long....I have fans working 25 years still running
CROMPTON SURVIVED 30 YEARS IN GULF
Orient electric has worst after sales service. I bought a grinder which stops functioning and they take it for repair which they never returned.i lost both money and appliance
Fans are working for 25 years that's the reason people are not buying again 😂😂
Found orient fans much better than crompton fans.
@@ashishsharma-hz8pkcorrect 😂
Durable itself is a draw back
No entry barrier
No niche sector
Not heavily capex driven sector
Even ordinary companies providing air cooler, pressure cooker, fans
Many domestic players yet to join the sector
Anyhow it's a good video on consumer durables 👍🏼
Hi Sahil, I've been following ur channel & watching all ur videos without missing even one, and I've recently turned 20, investing in the stock market since early 2021 when i was 17 y.o
I think u have missed a point (7:00) that Whirlpool, parent Co' of Whirlpool India is selling 24% of their stake in Whirlpool India to repay their (Whirlpool US's debt), i don't think this is a sound decision for a well established company, what is your state on this?
Why didnt you discuss about whilrpool parent company plans to sell 24% date which was the reason for whirlpool to correct significantly.
Good video
He doesnt discuss on news & bdw if that co sold look at whos buying . Its not like retailers like u and me are buying that stake
Excellent video Sahil. The best time to study any sector is when it is going through a bad time as we can get decent discounts. Just one feedback from my side would be to also include volume growth in these companies as this is the most important metric to track in cunsumables.
Really helpful.
Thanks for useful information. Companies you discussed are in Sideways now. Bluestar is doing better share price wise.
Can you help with my doubt.
If the sector picks up all companies you mentioned will do good but what happens to already better performing companies like Bluestar, Havells etc. Do they consolidate or move much higher? Invest in better performing companies now or invest in companies falling ( fundamentals are good I understand ) now. How do we take call in this case?
Hi Sahil, you missed V Guard, Wonderla Holidays promoter family.
Sahil pls discuss on Polyplex share. Should we average on this correction and future of this company
Thanks Sahil. Also, please make a video about fundamentally good stocks like Amrutanjan, Tarsons, etc. and why they are so downtrodden.
TO REMAIN CONSISTANT IN SUPERB ANALYSYS IS AN ART
I love this type of analysis, with annual report reading.
Also HUL... No return in 3 years. Can it double in the next 2-4 years??
I'm holding around 200 shares of Whirlpool @1770 currently in a huge loss what to do? Wait or exit to other stocks.
I just picked small qty of Havells , whirlpool recently and holding TTK prest in my portfolio. Exited Crompton and orient.
you missed Surya Roshni.....very good return during last 3 years
I would like to add that many consumer goods also being imported from Thailand and Vietnam ex sharp, Toshiba refrigerator come from Thailand. This is to be stopped. Also the CHina based parts penetrate for lower cost over local manufacturing costs.
Middle and lower middle class income is not increasing,market doesn't show reality,
SUPERBLY EXPLAINED.
VERY INFORMATIVE
THANK YOU
Hi Sahil, Love your deep analysis. One Video Recommendation: If you can share your knowledge with us on how to use the screener tool thinks to look and what implies what in a 10 -15 min video it'll be very helpful. thanks
Symphony need to change the design effectively to a better look and application including energy consumption. This is very much required to retain or improve their market share, both local and global.
Symphony is Mohenjo daro
I guess whirlpool and TTK has significant edge over new entrants
We have symphony cooler
Hawkins cooker
Orient fans😊
Excellent video Sahil..I am an investor in Orient, the video gave good clarity about current position of the stock. Thank you.. Can you please explain why Havells didn't correct significantly similar to these companies?
Probably because Havells sells wires also.. which are in demand , bit less than polycab but it's wires are in demand and especially it's mcb
These insights were very helpful. Thanks sahil.
There is a high necessity on these branded goods to shift manufacturing train. Example, Tata consumer goods, Chroma brand blender which is a contract manufacturing and only design and brand held by them according to the showroomwala. If so, the overhead cost goes down and Tata retains their calculated margin per piece.
Thanks Sahil for the detailed and summarised video on consumer durables😊👌🏻
Good analysis Sahil. Thanks so much😊
You have missed on whirlpool promotors selling 25% stake in India business arm. Can u throw some light on it, how’s this stake sale is going to affect stock performance.
Hi Sahil,
I'm following your channel daily and thanks to your entire team for your efforts.
I'm thinking of making some emergency funds and interested in debt fund and came across Bharat bond ETF by Edelweiss from your video. Please let us know about this ETF and how can be used for emergency funds.
Also please let us know about the kotak debt hybrid or parag parikh debt hybrid be used for emergency funds. My tenure is atleast for 2 to 5 years.
Please pick up this question.
Thanks.
Thanks Naveen. Bharat bond etf is a good option to park money.
Hybrid funds are also very good option. Both conservative and aggressive based on risk appetite . It balances investment across both debt and equity.
Really helpful, thanks Sahil, I am big fan of your videos
Only stock in my pf trading in negative is orient electric, but it should make a turn around in long term
Superb analysis about consumer durable sector bro..thank you..!!
Hello Sahil, could you please give your opinion on Glenmark Life Sciences, is this share looking attractive?
Out of these 5 stocks, which stock is better ?
Orient Electric
Thank you for taking my query regarding white goods.
excellent deep analysis Sahil , keep it up
Hi Sahil, Please do a video on PI Ind, recently there has been some news which could affect the stock.
Q&A- Hi Sahil. Can you please tell us how globus spirits business effect 1. By Coco-cola's entry into ready to drink alcohol business
2. By government's ban on ethanol production from sugarcane. It is into ethanol production & alcohol also right?
but then why HAWKINS COOKERS...are at a high where TTK prestige is down
Sorry dear, Whirlpool promoters have significantly reduced or decided to reduce their shareholding to close to 50%, and that’s why huge fall in price in recent days.
There is alot of recession in this segment of consumer durable products. As we are dealing in same business.
Ttk. Symphony. And orient fan. Thanku.
Sahil sir, Lot of your subscribers waiting for Video On 'Future of *YES BANK*...
Hi Sahil, You are saying OPM is the main culprit in whirlpool then what is the strategy behind selecting Dixon Technologies (V.poor OPM). Can you share your state in that..
Because company is growing. Its revenue is increasing consistently as well as EPS is increasing thats why.
Their expenses are very high thats the reason for their low OPM.
Dixon has different business model. It has not fallen from 10-12% to 3-4%. You can’t compare dixon opm with consumer durable. Different business models. Pls chk my video on electronics sector and dixon to understand in detail
Could you Pl do authentic analysis on NEWGEN SOFTWARE, SAKSOFT, VARUN BEVERAGES, NETWEB TECHNOLOGY, GLOBAL EDUCATION. Looking forward to your views.
Sir pls share your views on polyplex for next 2-3 years
You have used wrong logo for Crompton, the logo used is of CG power not Crompton.
Why relaxo and polyplex is falling ?
Plz discuss
Keep up the good work and continue to educate investors !
Good effort and neat presentation
Good analysis ❤
Can you reply on whirlpool. Its parent company is planning to divest upto 25℅. Is it good r bad thing for investors (for ST & LT perspective).. Thanks
I heard Whirlpool is going to sale it's India business. Or might cut it's stake in the company. It may be wrong info though.
Orient electric share price vs Tortoise race means my Choice Tortoise ❤
Attractive valuation & fundamentals r strong...can be part of portfolio
Please look at the PE of these declining revenue/profit companies, it is still more than 50... so still very expensive and definitely can fall significantly, if there is some sudden downturn in the broader stock market
Very well compiled video 👍🏾🔥
Earlier I was radical muslim but exmuslim Zafar heretic and Nabi Asli YT channel changed my life. I came out of islam and just living sanatani way of life. ❤😊n
Orient heater, I'm using since 2014.. working exceptionally well
and I think that's the reason for the stock beatdown, go and buy more
Crompton greaves i am using for more than 12 years
Hello sir I really appreciate ur work u r doing amazing work but can u Plzz suggest me something I am in Confusion I have invested in L&T stock my average price is 1752 & now currently it’s price is 3420 & it has Given me 95% return so what to do now should I book profit or I should keep them for long time investment as I have purchased it at very Low price even low than it’s 52week low price or I should book profit Plzz help me
Thank you for the analysis sahil sir
Shail ji great analysis about consumer durable .
Great content 😌
Hlo Sahil gm,,, I am new to this share market, IREDA has become the talk of the town now, I too hold some of this stock now,but iam bit confused to hold or sell ryt now,, pls make a video of latest developments about it,, so that we can have clear picture about that share. Neither ಈ know technical analysis nor fundamental analysis, so pls guide us.
Hi, I am regular follower of your channel. I appreciate for your efforts. Is it possible to cover GHCL stock. This stock PE was very low around 6 but profit was around Rs.200 crores to Rs.300 Crores.
HUL fals in the same category? can you cover that too
Amazing work.
ROCE is not discussed, whirlpool entered in price war
Flexicap category mutualfunds for 10 to 20 years kotak axis hdfc mentioned by you is it suitable for longterm because aums are above 40 thousand crore
Sir,great analysis
THANK YOU ❤SAHIL FOR THE EFFORT YOU PUT IN. GOD BLESS.
Sir kya ap kindly hil ltd k upar ek video bana sakhte hai?
LG brand is dominating aggressively in the whirlpool products category both in features and promotion.
Nice analysis sir
Thanks These companies are very attractive
My experience with whirlpool washing machine was terrible. Service problems. Too much of maintenance cost😢
I has the same issue with whirlpool refrigerator. Now I have LG and trouble-free.
Saahil you are good
Dear Sahil, please share your analysis on TARSON PRODUCT LTD. Regards.
Green panel also house hold name but down by 50%
I EXITED . SEEMS EATING ONLY CAPITAL
POLYPLEX Please........
Same with Bajaj electricals
Please share your opinion about polyplex
Bro plz share some details about Fivestar finance will it grow
Do a video on Schneider electric. I believe it cold be a multibagger
Orient Electric is the market leader … accumulate now before it goes 300
I think Vguard should be in this list
Voltas?
Superb analysis sir. Much appreciated for your hard work.
Crompton mixer, i am using
Thank you
Video came at the right time
Thanks Sir 🙏🙏🙏
eventhough 30 pc loss determined to hold crompton
Polyplex.. sahil
what about your thought on coming ipo
Crompton fan i am use
Hello Sir -💗💗💗Need your View on Tata Chemical ..Product and share prospectively - Please revert sir