Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS
HTML-код
- Опубликовано: 16 май 2024
- The PAINTS-WAR is here. A new entrant Birla Opus wants to take share from Asian Paints, Berger, Nerolac and disturb the peaceful industry structure. A follow up video with an update on the launch of Birla Opus
Consolidation and cooperation in industry structure leads to improvement in pricing power and returns on capital. This leads to Good Companies becoming GREAT companies; both earnings and multiples go up and a lot of money is made...
But what happens when this reverses, when competition increases with the entry of a formidable player. What happens when GREAT becomes GOOD? this video analyses this effect in the Indian paints industry and how the industry will change over the next few years. This is part 2 of the video with another analysis coming in the next video...
Grasim is a formidable competitor which will disrupt the Indian Paints' peaceful existence over the next 5 years. The industry will be in turmoil before a new industry structure emerges.
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / ajayfy.sharma
LinkedIn - / ajayfy-sharma
Twitter - / ajayfysharma
#paints #sensex #indiagrowth
People think most buyers of paints are regular home owners. But thats wrong. Most buyers of paints are builders - they don't care if quality of AP is higher than Birla, they just care about the cost
kamal ki jankari mili sir .
Many many thank you sir. Please more video give on other industries.
You are into fund management business that's fine . But if you would have selected the profession of teaching that would have also make you much more popular specially in the field of finance . Your convincing capability and clarity about the topic which you are discuss always is really remarkable. I eagerly wait for you videos. All videos have deep insights . Keep it up . I will request you to publish much frequent videos for us who loves to watch you .
Really good analysis , enlightening people ❤ Beautifully explained in a very simple way, your thoughts process analysis and educating people really needs lot of appreciation, we like your videos
Superb @ajayg2g .... Ajay Sir!
one more time... one of the best video..Grt going ajay sir
Such a wonderdul analysis sir. Learnt a lot from this vedio. Thank you
Thank you sir for sharing ur insightful knowledge and doing such priceless analysis
Very good information. Can you make similar kind videos for telecom industry?
Awesome episode 💗💗💗 My question is, if both biggies are looking & preparing for Export Market too (Blue Ocean Strategy)
Top notch yet again.
Loved it, as always. Keep up the G2G work Ajay ji. :)
Really good analysis. Thanks!!
Such a nice analysis... But you are not mentioned about quality, in continuation of this Tug of war should quality be compromised?
Very good information, God bless you uh🌷🌹💐
Brilliant analysis as always. One assumption you made is no drop in crude prices. If Crude prices fall, profits could improve.
Fabulous video, Thanks a lot. Would love to know your thoughts on a scenario where costs increase for a sustained period. Specifically, how would Grasim Industries, which has a much higher debt level compared to Asian Paints, manage in such a situation?
Thank You Sir for the detailed analysis. Lot of new things learnt today.
Again very insightful and great analysis ❤