6 Multibagger Stocks Reviewed 🔎 Varun Beverages, Tata consumer, Laurus, KEI, etc.
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- Опубликовано: 10 июл 2024
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00:00 Intro: Flow of Analysis
02:36 1st: Beverages Galore
11:37 2nd: Salt on Acquisition Spree
17:43 3rd: Proxy to Power Capex of India
22:39 4th: Steel Wires deleveraged
27:22 5th: Merger for Synergies in CDMO
31:50 6th: Earnings wait but Capex done
37:40 Conclusion: Learnings
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
Varun Beverages
Tata consumer
Usha Martin
Laurus Labs
Kei Industries
Suven Pharmaceuticals
#soic
Kindly review
1. Pricol
2. SRF
3. Gujarat Fluro chemical
4. Navin
5. Apcotex
6. Titan
7. Westlife food world
This series is great.
Thanks
🤝🤝🤝🤝🤝👍
As Tata coffee is merged into TCPL, its 400 cr ebidta should also be considered for deriving the valuation of TCPL.
Awesome video. Key learning is for me to see how perception changes even in 2, years or so which is relatively shorter time. Never marry a business.
Valuations is the most important thing. 👏👏👏
Thanks for sharing!
Great knowledge sharing Ishmohit.
Kudos to your team for dishing out such knowledge
Excellent video…nicely explained…need more such videos👍
Sir please revisit the deepak nitrite, saregama, syngene, RHIM, shivalik bimetal and PB fintech businesses analysis..!!
Hey can you share the financial models of the companies you discuss
I always get stuck in the drivers of revenue expenses etc of companies
Thank you for making this video and especially for covering Usha Martin! ❤
Thanks for detailed explanation that too in English, Thank you so much SOIC 😊
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. 🤞
Thank sir have 3 my portfolio VBL,Tata Consumer and KEI and they are in good profit.❤❤
My 3 gem 💎 ginging by u to me
Kei... 4x
Vbl... 2.5 x
Equitas and narayana hudyalaya..... Both 0.75 x
Thanks soic😊
Would like to analyse the divis lab story as how it comes out from darling for investors list
Hi
...i have not seen the video yet
.. still I am confident ishmohit hai... video ek number hi hoga....
This is a very good and helpful review 🎉
Do u know which renewable company going through merger process and having arbitration opportunity
Thank you for the business analysis with simple language explanation.
Please analyse steel tube sector. If possible analyse Goodluck India, JTL industry and Hitech pipe please 🙏🏼
We're glad to know you find our work informative and insightful. Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Hell yesss.Sir ur simply great n god bless you
Sir, please analyse the hospital and hotel sector next. Thanks for the wonderful video!
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
so Laurus will correct or not any further?
Refer video at 5:25 vbl - what does CFO cagr mean, is it cash flow from operating profit! Is it not part of earnings/eps. Request explain!
Financials of Laurus Labs and KEI are solid.
Sir, please do an analysis on Pharmaceutical sector. Demand for medicines will never end!
Thank you so much for teaching us!
🙏🙏🙏💖💖💖
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
That's how you build trust and integrity in your viewers ❤
Thanks for update
Loved this type of series ❤
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Nice presentation/ analysis as usual.
Next theme analysis please consider FMCG
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Hell yessss..... Thank you sir ji
Please cover Neuland, Privi, Fairchem etc. too in the future videos if possible 😊
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Please comment on IRFC stock and Shriram Piston stocks
Thank you ❤
Please sir make a detailed video on kothari petrochemicals
Please make video on Footware & jwellery business analysis
Ishmohit, It would be wonderful if you could cover the credit card industry , as there is a rise in adoption of unsecured loans and could be one of the potential sectors of the Indian banking system to look forward to. Inflation is a measure of growth coming at the cost of debt.
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Sir can you please do fundamental analysis of netweb?
Sir can you analysis the premiumization trends..
AI ML Businesses, entire valu chain software to hardware, nobody is covered that
Please make a video on mining industries and its proxy beneficiaries.
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
Would be great if you can review.. Ganesh Ecosphere and fairchem organics as well?
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
Hi Ishmohit, Do we have any membership discount on the 3-year Plan at this point.?
Kindly email us at info@soic.in.
We’ll share the details with you.
Please include Rajratan Global in your next analysis. Thanks
Nice sir...
Thanks sir...
Thank you
Sir please cover Cholamandlam investment and finance. I have seen many smallcap mutual fund has acquired it. Also it has given good returns.
Done : 1.5 years back
Please analyze Insurance and ER&D sectors
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Although ai appreciate your anaylsis one of the best ive seen on youtube only the valuation part i dont agree where we you just see pe ratio or use a terminal pe ratio valuation usually is always to be done using a dcf since the value of any business is the present value all future free cashflows for vbl we have to use a dcf even if there is capex in the short term this will lead to futre fcf, in 2013 Britannia was at 100pe now stock is up almost 13x but had we used dcf we could have found it to be undervalued you can see how aswath damodran values companies he never uses pe ratio. Just a suggestion cause i feel your youtube channel can be like his.
No doubt, but margin of safety is a concept that is really important. If we try to get perfection in valuation, it won't exist. VBL is doing well though- we covered it at 50times earnings and 50k crore mcap regardless
Please analyze refractories business also
DCF and REVERSE DCF and INTRINSIC VALUE with some example video tutorials
Medanta , Schneider electronics
What about mps, can you please talk about it
Yes
Bhaiya Defence Pharma And Bankings ke acche stocks ke upar video banaiye 🙏🙏🙏
@soic Excellent video, please do a review of saregama,CCL.
We're glad to know you're enjoying learning from our content. Kindly watch this video:
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@@SOICfinance I have already seen the above video, I was requesting to include these in the next recap series, like done in this video.
We want more stock reviews 🙏
One more problem with Laurus is that it's trade receivables isn't coming down
Cash flows are healthy though
@SOICfinance Well, free cash has come down from 125 cr to 3 cr (fy-23). Even remuneration of top executives has dipped despite sales growth (Earnings were hit). I don't think it's a cash machine but can play good if something fundamental in the business model changes, like expanding capacities post receiving orders or integrations of both types. Conclusion: I find it uncertain as of now, but I know the value of this industry. It's gonna blow up like chemicals did in the last decade. Thanks for the video. God bless you and your family.
Sir please analyze Waaree renewable vs Waaree Energy once it spins out with their IPO
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Guys one question for share price cagr how is eps % and PE cagr calculated??? Does higher eps cagr mean the share price is more objectively calculated ???
EPS CAGR is the Compound Annual Growth Rate of a company's earnings per share over a specific period. It indicates the annual growth rate of earnings. PE CAGR would be the Compound Annual Growth Rate of the Price-to-Earnings ratio over a specific period.
A higher EPS CAGR generally indicates that a company's earnings are growing at a faster rate over the specified period. A higher PE CAGR indicates that investors are willing to pay more for the company's earnings, possibly expecting sustained growth.
A higher EPS CAGR is a positive indicator, suggesting that the company is growing its earnings. However, share prices are influenced by various factors, not just earnings growth.
please do a pharma sector review
Pl analyse recycling business lije gravita tinna rubber baheti
Pranam sir 🙏
Please analyze Schneider electric infra
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
I think next sectoral analysis may be on Pharma and Healthcare industry and stocks
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Sir, Astec life mein kya fundamental problem hogaya... Pls help on this...
Posted on twitter 2 years back- product prices went south. Thus, suffering
Hell Yess!!
poonawala fincorps, why ROE and growth is low
Swaraj engine ka analysis karo
Please Analyse the Recycling Sector
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Sir pls make one video on Rolex Rings.
Yeah please
Next part please add hikal update about there management and pcbl update.
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Please review Piramal Pharma, you reviewed pre-demerger. It fell 66% and now 2x from that. What to do
Also reviewed Aarti pharma and Equitas Hold co in the same video..Both are 100%+ from there. Will do a video soon on all the three :)
Sir larsun & turbo and Asian paints Nestle per video Bano please
Defence sector and railways. Are this valuations for real?
Pls cover narayana Hrudayalaya and pricol
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Next 10 multibaggers video, paji.
More than 15% regular growth should be taken with pinch of 🧂🙏
Good morning sir
Kotak Mahindra Bank analysis
Please make a video for valuation of Zomato.
We appreciate your suggestions.😃 We hope to continue adding value to your investing journey. 🤞
Venus Pipes analysis
Please review privi chemical
And tatva chintan
Kindly refer to this video:
ruclips.net/video/CraI76ABrMw/видео.html
www.youtube.com/@SOICfinance/search?query=tatva%20chintan
Aether Industries analysis
Pl analyze JTL Inds.
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Next analysis on power sector electricity generation,discom
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
Green energy and gensol engineering
Kindly analyse AI lead businesses.
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
SIR RECYCLING THEME PLEASE
Macpower cnc vs Jyoti cnc
Cenlub
I AM INVESTED IN MACPOWER CNC FROM NOV 23, ITS WAY BETTER THAN JYOTI, TERMINAL VALUE AS COMPARED TO JTOTI SHOULD BE 2400/ SHARE IF WE GO BY SALES TO MARKET VALUE. STILL VERY CHEAP AND ONE CN INVEST FOR 3 BAGGER IN 1 YEAR TIME HORIZEN
Smallcase request 🙏
Make 1 video on adani
Vishnu chemical & CSL FINANCE COVER KARYE SIR
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Vbl 2.5x ho cuka he tnq .
Something on chemicals pls
15:35 why he deducted depreciation from CFO?
To get to owner earnings. As minimum capex will be =Depreciation. To get to owner earnings did the same
Please do analysis of Asian Paints
Kindly refer to this video:
ruclips.net/video/OZMvzn74jak/видео.html
Refractory & Green Energy Theme
Kindly refer to this video:
ruclips.net/video/s6DpahFK51M/видео.html
Railway and defence
Hey yes
Rajasthan global wire
HELL YES!!
Tatva Chintan Pharma Chem Ltd analysis
Divis lab analysis
Larsan and turbo