I was finding one such content like this. I'm watching in 2023 but still it's relevant. Rakesh has immense knowledge. I have noted down all the important points. In a nutshell, what I understand is China has got too much control in it's hands. 50% market is captured by them and rest among other nations. India has to work really harder to increase it's market share.
Very insightful video sir. Rakesh sir explained things in an easy and understandable manner. It was truly dil se conversation. Thank you sir for posting such informative videos.
Thank You Rakesh Sir and Arvind Sir for such fantabulous analysis. And I'm one of those viewers who never comments or likes.. But Thank You for such an enlightement... The video are one and half hours...but to me its weeks of research and learning...Thanks for bullet points and showing direction Liked. Subscibed..that too without the asking. Thank You so much please keep bringing up such knwoledge. Help budding investor..to learn industry before diving into stocks or herd race. I guess I missed the metals rally train this time. but gained volumes of knowledge from just this interaction of you two. Thank You again.
Great video to understand the Metal sector..can u provide the latest Oct-2023 updates to understand where we are in the cycle with Rakesh sir and also for similar video series
Fundamentals move the market and todays excellent session on Steel Sector has further ingrained that learning. Mr Varinder, immense thank you for this enlightening video and please convey thanks to Mr Rakesh Arora also. Thank you so much for your great work. Keep it up please.
What an estimation and analysis on godavari power and espat Ltd....indebted entire lifetime for sharing such a valuable insight on how to do analysis....in posterity I can see godavari power and espat given ev ebitda at 5 and market cap at 7kcr, company is almost debt free and has free cash flow...Thank you
Thanks much....This is an excellent conversational way to explain the concepts...it would more efficient of you collect the questions from the subscribers and filtered & explain ....waiting for the next episode
VB---- Hats off to the passion that you have for research & the amount of effort that you put. Have seen your videos on Cement , Sugar & Churan earlier..this one is a pure gem..
Superb interview, Rakesh has a very in-depth knowledge and is the subject matter expert. Kudos to Varinder for a fantastic session. I am impressed. Please keep it up.🙏
Very calmly and a very small points covered in this session...not in a hurry...a small retail investors like me understand easily..a common people video..kudos @varindar sirji..a big fan from result analysis on Zee👍🙏🙏
Varinder sir, it was wonderful.... Great listening to Rakesh sir for making it so simple and easy to understand. This comes when you have wealth of knowledge.....Rakesh sir has plenty of it.
Many many thanks for bringing such a fabulous content for helping know nothing investors, you people are doing great work by educating people god bless you
Super Session. Rakesh Sir Knowledge on Sector Is Commendable. Just Curious to know wat if trade war Btw China / Australia Goes On & Australia come up Export duty on Iron ore . Will make Indian steel in Commendable position. Plz Reply
Superb info of how this sector works, God bless for sharing this knowledge. One small request can u pls speak in English or add subtitles. I'm fm south india
@@goindiastocks Agree sir. Also just one more point wanted to highlight re Godavari Ispat is that getting a 5x EBITDA multiple could be a bit stretched sir because the primary profit driver is Pellets and given the same does not operate with similar dynamics as steel and rather is very highly commoditized, markets typically offer 2 - 3x EBITDA multiple. This is what my understanding is, please correct me if you feel I am wrong.
@@muditkedia9261 The average EV/EBITDA for Godawari in last 5years in 5.9x. Btw all steel companies are commodity grade only largely and trade around 5-7x EV/EBITDA. For Godawari also note that the company is aggressively paying down debt and is most likely to be debt free in FY22. So without changing the EV/EBITDA multiple, the market cap will go up.
This is what we can call it a learning. Excellent. Thanks a lot both of you. Looking forward for another mega session on non ferrous and cement sector.
This was a very educative and interesting session. Thank you very much for making the video. I think I have missed this cycle, but lets see if we can catch up the next one.
where does he check the Iron Ore prices data? and other datas mentioned in the videos.. like China steel export data. if u can answer please that will be very helpful
I have a very basic question if China has so much inventory or Iron ore deposits / Crude Steel then why are they importing when the price is at high . Why are billets being imported, is it because of the emission norms and what about the quality of steel that China has. I hope you answer these as it would help me a lot
Waah maza aa gya 4th time dekh rha hun. Kismat se aise videos milte hain. Thanks 👍👍😍😍
Years of knowledge shared in an hour, thanks Varinder for bringing Rakesh on bord to share his tremendous wealth of knowledge.
What a phenomenal guy, Mr Rakesh Arora.. explained everything with such humility and a smile.. Respect
Minus background music, this is one of the brilliant presentation on steel sector. Rakesh sir hats off for your knowledge and homework.
.
Loved it . Thank you!
Just one thing - We really need a lot more of these,,....a lot more. Thank you for this one.
Saw the Full video at a stretch 👌👌
It was quite informative.
And it came as a redflag for all of us following the herd Mentality
I was finding one such content like this. I'm watching in 2023 but still it's relevant. Rakesh has immense knowledge. I have noted down all the important points. In a nutshell, what I understand is China has got too much control in it's hands. 50% market is captured by them and rest among other nations. India has to work really harder to increase it's market share.
Very insightful video sir. Rakesh sir explained things in an easy and understandable manner. It was truly dil se conversation. Thank you sir for posting such informative videos.
Thank You Rakesh Sir and Arvind Sir for such fantabulous analysis.
And I'm one of those viewers who never comments or likes..
But Thank You for such an enlightement...
The video are one and half hours...but to me its weeks of research and learning...Thanks for bullet points and showing direction
Liked. Subscibed..that too without the asking. Thank You so much
please keep bringing up such knwoledge. Help budding investor..to learn industry before diving into stocks or herd race.
I guess I missed the metals rally train this time. but gained volumes of knowledge from just this interaction of you two.
Thank You again.
Very informative and gives in depth knowledge about steel sector very thanks to Rakesh sir
and varinder sir
Waiting for next video on IT SECTOR 🙏
I will be your first client varindar sir for me you are epitome of knowledge and success
Wondering why I did not watch it earlier!
Super Session !! Great thanks to Rakesh Arora for generously sharing his years of knowledge.
Great video to understand the Metal sector..can u provide the latest Oct-2023 updates to understand where we are in the cycle with Rakesh sir and also for similar video series
Thank you so much to Rakesh Sir and Varinder Sir for, I love this video and have learned.
I learnt so much from this one video. Thanks Bansal ji and Rakesh ji. Eagerly waiting for the next video
Fundamentals move the market and todays excellent session on Steel Sector has further ingrained that learning. Mr Varinder, immense thank you for this enlightening video and please convey thanks to Mr Rakesh Arora also. Thank you so much for your great work. Keep it up please.
What an estimation and analysis on godavari power and espat Ltd....indebted entire lifetime for sharing such a valuable insight on how to do analysis....in posterity I can see godavari power and espat given ev ebitda at 5 and market cap at 7kcr, company is almost debt free and has free cash flow...Thank you
Very informative..well done Team Omkara
Thanks much....This is an excellent conversational way to explain the concepts...it would more efficient of you collect the questions from the subscribers and filtered & explain ....waiting for the next episode
super... hats off to knowledge sharing...
VB---- Hats off to the passion that you have for research & the amount of effort that you put. Have seen your videos on Cement , Sugar & Churan earlier..this one is a pure gem..
Where did you saw Cement,Sugar etc any media , link you can share
Deep inside of steel sector... thank you Rakesh sir & Varinder
Superb interview, Rakesh has a very in-depth knowledge and is the subject matter expert. Kudos to Varinder for a fantastic session. I am impressed. Please keep it up.🙏
Thank you and rakesh.
Pls keep it up.
God bless u
Just loved every bit of it.... Both u and Rakesh Ji are real masters
Thank you so much both of you for making such an educational video. Would love to see more of such videos sir. Again thank you so much.
Extremely well explained ....with so much of details. Thanks for creating these sectoral analysis videos .
Sir very comprehensive study, best video, I have watch in 3 sitting.... thanks for such insight
Very calmly and a very small points covered in this session...not in a hurry...a small retail investors like me understand easily..a common people video..kudos @varindar sirji..a big fan from result analysis on Zee👍🙏🙏
Varinder sir, it was wonderful....
Great listening to Rakesh sir for making it so simple and easy to understand. This comes when you have wealth of knowledge.....Rakesh sir has plenty of it.
Rakesh sir..how humble he is!!. Thanks a ton for this Dil se content. 🙏🙏
REALLY INDEPTH KNOWLEDGE . THANKS TO BOTH OF U. AN EYE OPENER.
Many many thanks for bringing such a fabulous content for helping know nothing investors, you people are doing great work by educating people god bless you
I used to watch u on Barinder X-RAYS, was very informative, but its Excellent valued, informative video through this RUclips channel 👏 👍
Insightful and very educative. Thanks Varinderji.
Totally thunderstruck Thanks you very much rakesh and varinder...
Thank you Omkara Capital, Varinder Sir and Arora Sir for such a nice informative video.
Wow what a beautiful start..... Thanks for educating retailers
As Varinder Sir says “Let the data speak”. Superb video . Thanks a lot to both of you.
Wow ...just wow...outstanding discussion.
Super Session. Rakesh Sir Knowledge on Sector Is Commendable. Just Curious to know wat if trade war Btw China / Australia Goes On & Australia come up Export duty on Iron ore . Will make Indian steel in Commendable position. Plz Reply
This person's absorption capacity for learning is huge🔥
Thank you Varinder sir , you are not less than GOD to students like us who can't afford expensive coaching classes 🙏🙏👍
Really worth to listen
keep sharing more such videos
Thank you Sir
Superb info of how this sector works, God bless for sharing this knowledge. One small request can u pls speak in English or add subtitles.
I'm fm south india
Thank You so Much. It's is very informative video. Good luck 🤞 will wait more to come such informative videos
Superb Session!!! Learnt so many aspects of Sector Analysis..Looking forward to CEMENT Sector Session.. Great Going OMKARA CAPITAL..Kudos...
Really great effort Varinder Ji your this venture will be most Successful.Wishing you great luck lots of success ahead.
Excellant. It was a learning session .
Excellent. Very informative.
Awasome Rakesh and Varinder sir.
Amazing Rakesh Sir.
Sir... Tata steel iron ore mines are up for auction in 2030 as per MMDR... Also one metric that I look for is Replacement value / EBITDA
Not all mines would be up for auction in 2030. The rule says either 2030 or date of lease expiry whichever is later.
@@goindiastocks Agree sir. Also just one more point wanted to highlight re Godavari Ispat is that getting a 5x EBITDA multiple could be a bit stretched sir because the primary profit driver is Pellets and given the same does not operate with similar dynamics as steel and rather is very highly commoditized, markets typically offer 2 - 3x EBITDA multiple. This is what my understanding is, please correct me if you feel I am wrong.
@@muditkedia9261 The average EV/EBITDA for Godawari in last 5years in 5.9x. Btw all steel companies are commodity grade only largely and trade around 5-7x EV/EBITDA. For Godawari also note that the company is aggressively paying down debt and is most likely to be debt free in FY22. So without changing the EV/EBITDA multiple, the market cap will go up.
Wonderful knowledge session.. Thanks for sharing knowledge..
This is what we can call it a learning. Excellent. Thanks a lot both of you. Looking forward for another mega session on non ferrous and cement sector.
brilliant video eyes were opened fully regarding the cycle thanks for your efforts
Thanks a lot really educated video
Lovely video
Superb session. Enjoyed a lot
Pls do more of this, for other sectors. Superb video.
Very good content but kindly make the videos to watch for full screen on mobiles as well .. it is not getting full to the mobile screen
Great insights about Metal Sector. Thank you Varinder Sir.
Awesome presentation & fabulous content. THANKS a ton.
This was a very educative and interesting session. Thank you very much for making the video. I think I have missed this cycle, but lets see if we can catch up the next one.
Most informative session seen, lot of kudos & thanks. Exceeded expectations by a huge margin
Thanks
Rajesh sir u described whole metallurgy (iron and steel making)..nice👌👌👌are u from metallurgy background?
Very informative video...thanks for your efforts...look forward for future sessions.
Superb knowledge delivered in simple language..
Awesome content... Exceeds the expectations I had from this team
Superb session to understand the intricacies of steel production & pricing implications in Global mkt. Thanks a lot for covering it from Basics.👏👏
where does he check the Iron Ore prices data? and other datas mentioned in the videos.. like China steel export data. if u can answer please that will be very helpful
Learned many things sir . Thank you sir .
Thanks a lot for sharing your knowledge.
Totally thunderstruck, thank you so much , this makes investment interesting.
Congratulations.....best knowledgeable video....keep it up...
Such a fruitful session with you Sir, such insights right on data and facts. Much appreciate!👍
This is some phenomenal knowledge that Omkara is imparting... brilliant initiative.. thanks 👏👏👏
Awesome sir,thank you for giving us so immense knowledge about the sector
Excellent!! Need more such sessions. One request pls dumb it down a little more for retailers
Very informative, and excellent from a lay man's perspective
I have a very basic question if China has so much inventory or Iron ore deposits / Crude Steel then why are they importing when the price is at high . Why are billets being imported, is it because of the emission norms and what about the quality of steel that China has. I hope you answer these as it would help me a lot
Make a small video on current scenario..
Very informative and helpful sir 🙏😀
Thank you for sharing the knowledge. Turning off the background music would be very useful
Really helpful... Thanks Varinderji
Thanks for data and information 👏🏻👏🏻👏🏻🙏 when is 2nd series? Plz update
Very Informative session. Look forward for more such sessions.
Wonderful Initiative Paaji ! Respect
Must say Rakesh ji is Gem
Suggestions plz make in english bcoz it wil b useful fr everyone,many from south doesn't know hindi ,,so it's a request frm south guy🙏🙏🙏
Sir you are making one of a kind videos 👍
From where do you do research
Shaandar,👍👍
Amazing video
Great start Varinder ji....
Great learning.
Please make a video on smart Money and how it moves from one sector to other.
How long this steel cycle will go on?
Kindly conduct another session 🙏
Superb Paaji keep it up . Gr8 Going