Content of this channel is always on top notch but I must say the video presentation is a big 👍... One of best learning from 1) Talbros result (keep your homework ready to catch the opportunity whenever time comes) 2) companies which are becoming stable from cyclicality is a key thing to track
Hello Sir, In Mold-Tek packaging analysis, you mentioned that the 10yr/max mean PE has been around 20/22. But during those years, most of the revenues were coming from Pails, businesses. In last, 5-6yrs, the revenue mix has changed and FMCG is contributing good % to it that led to better realization. So, wouldn't it be wrong to give 20/22 multiple to this businesses in current scenarios? Also, they're adding pharma to their portfolio that will increase the EBITDA. Shouldn't the long-term avg multiple shift from 22 to 30? Thanks
Yeah i also thought the same in longer run in FMCG industry will grow and some pace when there are new - new stores are being set-up like relaince retails , dmart are setting up more and more market share they gain from unorganised sector to organise sector the FMCG industry will grow hence the MOLD - TEK will also grow from this expansion and after adding the pharma sector they will grow HENCE re-rating of the stock will be done once the pharma kicks in here and pharma industry will also grow at some CAGR
Good analysis though. It was at same valuation because of margin and profit are flat for past two years. When it happened market will give good valuation
One correction for talbros is that grp rev target is 2200 cr from 1035 cr rev in fy23 but it was mentined that growth from 650 to 2200 i.e 3x times. Kindly check and correct
@@SOICfinance You always does - Thanks a lot for your views/ideas/knowledge sharing 🙏🙏. You and Your team having impeccable knowledge on financial markets.
Sir U actually deserved sebi registration. Great deep research of some unpopular companies with Great potential in future. And praj industries is the Company that I wd like to go through
Very beautiful &:Bravo Jai Hind & Great Respect to you Please suggest review best book for Investment & trading for creating Compounding Wealth for 100 Baggers & Trading stocks & options with calibrated risk or process
I follow lot of people but u r my fav.ur teachings r valuable and u help me understand how to study a company.may u reach million followers soon.u deserve it
There is lot of buzz around AI Technology, but very less information about India's position in it. If you help us understand it will be huge help. Many people are jumping into investing by reading AI on company's website or any NFO that comes with AI in it's name. But no one knows the ground reality. If possible please simplify it for us also are there any Indian tech companies that re doing ground breaking work in Ai, casue many finfluencers have started labeling India as Ai capital, future of Ai etc.
Congratulations. Tribe Member since 2021
Thank you. 🤝😃 We're glad to have students like you as part of the Tribe. Happy learning!
Equitas Small Finance. PI Industries. Talbrod Auto 19:46 motive. IIFL Finance
I was waiting for this memebership offer but you increased the price from 18000 to 24000 as compared to last year. Really wanted to join.
Next year wouldn't it be more expensive?
Content of this channel is always on top notch but I must say the video presentation is a big 👍... One of best learning from 1) Talbros result (keep your homework ready to catch the opportunity whenever time comes)
2) companies which are becoming stable from cyclicality is a key thing to track
We're glad you enjoy our work & content. 🤝😃
Bulb on moment - Reason for high opex in Equitas and why it can reduce in future
I have bought iifl finance @average price of 86 and still holding
Dear sir,
Aap bas kuch shares bata dijiyea jisme abhi invest ker sakte hai 30%+ return ke liyea 6-12 months ke liyea
You are the true teacher for business analysis for me 😀🙏
Cenlub
Macpower cnc
Patel engg
Utkarsh sfb
Ice make refrigeration - refrigeration and cold chain supply solutions
Hello Sir,
In Mold-Tek packaging analysis, you mentioned that the 10yr/max mean PE has been around 20/22.
But during those years, most of the revenues were coming from Pails, businesses. In last, 5-6yrs, the revenue mix has changed and FMCG is contributing good % to it that led to better realization.
So, wouldn't it be wrong to give 20/22 multiple to this businesses in current scenarios?
Also, they're adding pharma to their portfolio that will increase the EBITDA.
Shouldn't the long-term avg multiple shift from 22 to 30?
Thanks
Yeah i also thought the same in longer run in FMCG industry will grow and some pace when there are new - new stores are being set-up like relaince retails , dmart are setting up more and more market share they gain from unorganised sector to organise sector the FMCG industry will grow hence the MOLD - TEK will also grow from this expansion and after adding the pharma sector they will grow
HENCE re-rating of the stock will be done once the pharma kicks in here and pharma industry will also grow at some CAGR
Good analysis though. It was at same valuation because of margin and profit are flat for past two years. When it happened market will give good valuation
Mentioned 32** for last 5 years
One correction for talbros is that grp rev target is 2200 cr from 1035 cr rev in fy23 but it was mentined that growth from 650 to 2200 i.e 3x times. Kindly check and correct
Sir absolutely love you content quality. Can you please make a video of companies that are fundamentally good but haven't gave a run yet. Thanks
Congratulations sir for 300K .. sir I need A detail Video of Remson industries Ltd.
You are the best stock market teacher 🙏🥰🙏
We're glad to have students like you & your support. 🤝😃 Thank you for watching our analysis videos. Happy learning & growing with SOIC 🙏
Always great to see your videos. Never seen you analysing holding companies
What is wrong with equiatas small finance then why the stock price is going down and just down
Sir ji, jab bhi koi business filter karke nikalte hai to pata chalta hai ki chart to pehe hi chal chuka hai. Aise mein entry level kaise nikale.
Kirlosker brothers, hpl electric, elecon engineering and action construction eqipment thanks
Transition from commodity to value added business is one of the powerful mental models
👍😃
0:47 what’s this stock name?
Thank you for the Analysis .So muçh in simple words thats why we dont miss videos on Sundays .Thanks once again SOIC❤
Amazing content. Pls keep uploading such contentful videos. Regular viewer of your channel just because the knowledge that we get.
Thanks sir, I liked the control print analysis
Thanks for covering Moldtek packaging
Congratulations. I wish soon this channel will cross 1 million subscribers.
Thank you for your wishes. 🤝😃 We hope to keep providing quality education content. 🙏
@@SOICfinance You always does - Thanks a lot for your views/ideas/knowledge sharing 🙏🙏. You and Your team having impeccable knowledge on financial markets.
Great paji ❤
ir plz make video on Mapmy india ,Jbm auto and ELECRA GREENTEC in Ev space,Expleo solutions ,
Studies on LIC, IRCTC, CDSL etc govt owned PSUs
Thank you sir for continuous guidance and enlightenment.
Very informative video thanks Esmohit sir
In moldtek packaging still no pharma companies has shown eoi, dont u see it concerning?
Sir U actually deserved sebi registration.
Great deep research of some unpopular companies with Great potential in future.
And praj industries is the Company that I wd like to go through
Your videos and research value added to our portfolio ❤
We're glad to be a useful resource for learner's like you. 🖐️🙏 Happy learning!
Pls review the book Security Analysis & Common stocks un common profits.
Thanx
Ishomohit ji can you please reduce your membership prices which help us to learn
Very beautiful &:Bravo Jai Hind & Great Respect to you
Please suggest review best book for Investment & trading for creating Compounding Wealth for 100 Baggers & Trading stocks & options with calibrated risk or process
Thank you so much for your valuable inputs and analysis. Appreciate your great work.🙏❤
I follow lot of people but u r my fav.ur teachings r valuable and u help me understand how to study a company.may u reach million followers soon.u deserve it
Thank you for choosing to learn with SOIC. We appreciate your supporting comments. 🖐️😃
THANK YOU
Q1 Fy24 ka kia means hai 2024 toh abhi start vi nhi hua toh fir kaise result aageya plz solve my problem
PAJI. really you are GURU of all you tube channel of share bazar. HAT'S OFF YOU
I m liking this kind of videos ... Its very informative and thank you so much for adding value to my investment journey 💡💡💡
VERY G00D ANALYSIS
Your channel is one of the top channel of yout tube which gives true knowledge of business for new generation
We appreciate your intelligent review of our work. 🤝🙏 Thank you for watching our analysis videos. Happy learning!
Thank you so much for the valuable information..🙏🙏
BOM : volatile to consistent move will give high returns so need to track same 👍🏻
There is lot of buzz around AI Technology, but very less information about India's position in it. If you help us understand it will be huge help. Many people are jumping into investing by reading AI on company's website or any NFO that comes with AI in it's name. But no one knows the ground reality. If possible please simplify it for us also are there any Indian tech companies that re doing ground breaking work in Ai, casue many finfluencers have started labeling India as Ai capital, future of Ai etc.
Good presentation
Congratulations
Jai Hind Ishmohit Ji, Happy Independence Day Sir, Very knowledgeable Vedio, 🙏 Thank You.
Paaji thanks for analyzing Equitas 🙌🏻. Love from Kerala ❤️
Please make video on B&B Triplewall
Loved it❤
Ajantha Pharma ke bare me video banavo brother 😊
💡 on!
Please cover
1. Hindware Home Innovation
2. Stylam Industries
3. Praj Industries
4. Rolex Rings
Thank you for your suggestions. 👍😃
U missed to cover CE INFO SYSTEM Q1 result
Thank you for the detailed video.
Can you please do a fundamental analysis on Carysil Ltd. ?
Can you pls make a video on KPIT tech and its future growth outlook
Thanks for detailed analysis on Q1 results. This video gave me much more conviction.
Please make a detailed business video on Paushak & VST Tillers.
Hi Sir, Please explore opportunities in AMC sector, currently they are undervalued. Especially HDFC AMC, NAM AMC & UTI AMC.
🤝😃
Sir thanks for giving us valuable information
free of cost
🙏😃 We're glad to be a useful resource for your Investing education. Thank you for watching our videos.
Best Agro also had good result along with PI industries
Love you ❤
Great teachings sir! Bank valuations was bulb moment for me
Congrats sir 4:32
🙏😃
You are exemplary. Explaining the stock analysis very nicely.
🤝😃 Thank you for your supporting words. We appreciate you choosing to study with SOIC
Sir please tell me how to find warrants issue kab hona vala hai ? Uska notification ka aata hai
RCF , NBCC
के धन्धे पर कुछ बतावें !
👏🌹👏😊👏🥥👏
Oil india and hpcl best shares to buy now
Oil companies are always poor
Congratulations sir for 300k ❤❤🎉
Sir make a video on electronics import ban beneficiaries
Next analysis on cement sector
i CAN PUNCH HOLES in this analysis but whats the point- it is a one way street. And you or anyone doesn't predict when to buy and sell ?
@soic Thanks for this. Can you please do an analysis of Paushak
Ish..fantastic work yaar👌
I am regular follower of your investment channel,great presentation and knowledgeable content,thanks.
We appreciate your support. 🤝😃 Thank you for choosing to learn more with SOIC
Wow! Awesome. Very structured and informative.
We're glad you liked our work. Thank you for watching our analysis videos. 🤝😃
I want to join membership but I have some queries please guide who can help
Please analysis of ikio lighting
Sir Plz do analysis on defence sector like hal,bel,bdl,mtar etc
Thank you for your suggestion. We'll try to cover this industry in our future content. 🤝😃
Please analyze business of defense industry and Industries catering Railways.
please keep doing such business analysis sir
Only you tube channel where you learn something 🙏
🙏😃
Congratulations sir may app se suro se juda hua ho
Aaur agar aap nahi hote toh humko kaun sikhata sarji...?
Thank you very much. God bless you.
🙏😃 Thank you for choosing to study with SOIC
Thank you so much sir 🙏❤
Thanks a lot !
congratulations Sir thank you for helping us to learn.
We're happy you're taking time out to study with SOIC 🙏😃
Pls analyse Mold tek technology. I think that would also give you a lot of insight .
Valuable video. Thanks bro.
We're glad you find out content valuable. 🤝😃 Thank you for choosing to study with SOIC
Sir capital returns book ke upar zaroor analysis karein....
Sit please make video on how to identify microcap how to analysis in screener
Plz analyse results of Westlife foodworld
1st time learn banking term in simple language, sir make video on how to read concoll of companies
Utkarsh small finance bank also please consider for yiur analysis.
Renewable energy
U are the best teacher sir ...
🙏😃
Please do analysis of dynamatic technologies
Thank you for your suggestion. We'll keep this in mind for our future content. 👍😃