The conclusion needs to be included. This is a very detailed video. One suggestion is that you should give some recommendations as per your POV. Will you hold it for the long term? The idea for retail investors is to get educated about a particular company in detail. But they would need some feedback on your recommendations for the future. Hope you understand.
Hi Mr. Anil. 😃 As you are aware, we are focused on education and not giving buy/sell/hold investment advice, suggestions or recommendations. We give adequate information to our viewers and our membership tribe to conduct their own research to build their thesis and convictions. Please read our disclaimer. 🙏
@@SOICfinance - Thanks, SOIC team. I am sure many retailers like me want to invest but are not lucky to dedicate their entire time like you folks in such a detailed description because of our regular jobs. Such videos give us a firm conviction about the company, but having a suggestion at the end will surely add more confidence to buy and hold. What use is the information if we can't apply it in real life and benefit from it? I am not asking about buying or selling recommendations, but a point of view as to what you would do with this company?
@@anilshankar05 They have provided you with all the relevant information you need to understand the business, then why do you need their pov, when you can have your own perspective. I don't think even after having a job, you can't watch a 50 min video, and read a concall. I understand your concern, but if they tell their perspective and someone make an investment decision solely on it without tracking the business, then he/she may lose money and then blame it on SOIC team
As usual an excellent analysis by top 2 business analyst of India....when I bought jublingrea in 2021, I didn't knew the margins cyclicality and volatile price of raw material....you r very true that for a retai guy it's very difficult to track these un certainities....they have to take thier call accordingly.....how ever pls make a video on in-depth analysis of credit rating agencies🙏
Thank you for watching our videos. We are glad to know this video was informative and hopefully relevant to you. We hope to continue adding value to your investing journey through our work. 😃🙏
Great video as always! 💯 It would be great if you could give a good book suggestion as you did in the last few videos. Read the books as per your suggestions and they were amazing. Would love to get more suggestions!!
Thank you for watching our videos. 😃 We are glad to know that this business analysis was informative and relevant to you. We hope you continue learning with us.
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. 🤜
Hey Ish, Can you tell me whether Fine Organics is a 100% Speciality Company or a Mix? If it's a mix then what's the %Mix like you have mentioned about various Chemical businesses in this Video?
Hi Ishmohit, Can you do an analysis on Advanced enzymes? Looking at the history seems like it is a great business. High ROCE, Freee cash flow generating and also available at decent valuations. Sales growth might be slow but that can come anytime soon. It has huge opportunity in the probiotics and is market leader in one the enzyme.
@@SOICfinance I should read the past concalls carefully then. Market respects high growth over sustainable growth. When a company grows sales in single digit or low double digit, it does not become famous but it slowly compounds. Look at last 3-4 years concall when Mr. VL Rathi and Mukund kabra has given guidance. They are just focusing on their strengths. Look at there animal nutrition business growing steadily. I do not expect it to grow sales at >15%. Even if it compounds sales at 10-12% sustainably working on their strengths its fine and they have grown in past at that pace. Past History and numbers are more important than stories and narratives. Ignoring some of the guidances where they told to double the revenue and venturing into palm oil, just looking at the last 8-10 years numbers business looks good. They do many acquisitions which will not show organic business growth. But if the business reverts to mean margin it is available at 6-7% free cash flow yield. I don't have much idea on how sustainable the gross margins are. What are the moats? What are the risks? Who are the like to like competitors?
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 you for watching our videos. We are glad to know this video was interesting and hopefully insightful. 😃 We hope to continue adding value to your investing journey. Please read our disclaimer. 🙏
Ishmohit sir , every chemical company wants to enter speciality chemical business , won't you think that if everyone will focus on one aspect then it would be losing its margin advantage in future .
Thank you for watching our videos. 😃 We hope this video was informative and insightful for you. We hope to continue adding value to your investing journey through our work.
Why I like SOIC, Because they discuss Head winds along with tail winds. 👑💯
@@rickfool1452 how do you know which & how much part of his thinking relies on this, rickfool.
I like going back to your old videos also....so informative. Thanks.
The conclusion needs to be included. This is a very detailed video. One suggestion is that you should give some recommendations as per your POV. Will you hold it for the long term? The idea for retail investors is to get educated about a particular company in detail. But they would need some feedback on your recommendations for the future. Hope you understand.
Hi Mr. Anil. 😃 As you are aware, we are focused on education and not giving buy/sell/hold investment advice, suggestions or recommendations.
We give adequate information to our viewers and our membership tribe to conduct their own research to build their thesis and convictions.
Please read our disclaimer. 🙏
@@SOICfinance - Thanks, SOIC team. I am sure many retailers like me want to invest but are not lucky to dedicate their entire time like you folks in such a detailed description because of our regular jobs. Such videos give us a firm conviction about the company, but having a suggestion at the end will surely add more confidence to buy and hold. What use is the information if we can't apply it in real life and benefit from it? I am not asking about buying or selling recommendations, but a point of view as to what you would do with this company?
Agree
@@anilshankar05 They have provided you with all the relevant information you need to understand the business, then why do you need their pov, when you can have your own perspective. I don't think even after having a job, you can't watch a 50 min video, and read a concall. I understand your concern, but if they tell their perspective and someone make an investment decision solely on it without tracking the business, then he/she may lose money and then blame it on SOIC team
As usual an excellent analysis by top 2 business analyst of India....when I bought jublingrea in 2021, I didn't knew the margins cyclicality and volatile price of raw material....you r very true that for a retai guy it's very difficult to track these un certainities....they have to take thier call accordingly.....how ever pls make a video on in-depth analysis of credit rating agencies🙏
Ishmohit and Sourabh sir are the best business analyst. Deadly combination for learners. MPTY bith 💫✨💫🔥
Thank you for watching our videos. We are glad to know this video was informative and hopefully relevant to you. We hope to continue adding value to your investing journey through our work. 😃🙏
Great video as always! 💯
It would be great if you could give a good book suggestion as you did in the last few videos. Read the books as per your suggestions and they were amazing. Would love to get more suggestions!!
Thanks, Dhiraj. You could explore this - SOIC Book Store: www.soic.in/books
Hell Yes! I am invested in it with very small quantity and for last 4 months ti track the stock.
More power to you, saurabh bhai❤️
also on JUBILANT FOOD WORKS
I had bought this stock because of good management and valuation @423rs
Eagerly waiting for your stock analysis on Gujarat florochem and KPIT
Superb analysis..cleared doubts from.A to Z !!
Very detailed analysis. More power to both of you
Thank you for watching our videos. 😃 We are glad to know that this business analysis was informative and relevant to you.
We hope you continue learning with us.
Quite enriching
A fantastic combination, just like Pant-Pujara partnership
Thanks a lot Ismohit and Saurabh
Aapki analysis sunane ke bad kuchh aur bachta hi nahin hai janne ke liye thanks
Thank you for watching our videos. We hope they continue to add value to your investing journey. 😃🙏
Showing good momentum n strength during last few days..
Granules me kya ho raha hai
Gross margin & net margin me kya big fall 2nd quarter?
Plz telling him
Thanks lots sirji
Thank sir for sharing your knowledge!!
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. 🤜
Excellent analysis...very insightful
yet another quality stuff. keep up the good work!!!
Hell Yes. Thank you team SOIC :)
Fantastic Boss! Detailed.
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Hell Yess !
😀
Very informative. Thanks a lot.
Thank you for watching our videos. Glad to know it was informative. 😃
We hope to continue adding value to your investing journey.
Love your work on twitter too
Thanks for special vedeo
Hey Ish, Can you tell me whether Fine Organics is a 100% Speciality Company or a Mix?
If it's a mix then what's the %Mix like you have mentioned about various Chemical businesses in this Video?
Tanla platforms pls
very good Presentation.. Thanks
Hi Ishmohit,
Can you do an analysis on Advanced enzymes? Looking at the history seems like it is a great business. High ROCE, Freee cash flow generating and also available at decent valuations. Sales growth might be slow but that can come anytime soon. It has huge opportunity in the probiotics and is market leader in one the enzyme.
One management which never walked the talk..
@@SOICfinance I should read the past concalls carefully then. Market respects high growth over sustainable growth. When a company grows sales in single digit or low double digit, it does not become famous but it slowly compounds. Look at last 3-4 years concall when Mr. VL Rathi and Mukund kabra has given guidance. They are just focusing on their strengths. Look at there animal nutrition business growing steadily.
I do not expect it to grow sales at >15%. Even if it compounds sales at 10-12% sustainably working on their strengths its fine and they have grown in past at that pace. Past History and numbers are more important than stories and narratives.
Ignoring some of the guidances where they told to double the revenue and venturing into palm oil, just looking at the last 8-10 years numbers business looks good. They do many acquisitions which will not show organic business growth. But if the business reverts to mean margin it is available at 6-7% free cash flow yield.
I don't have much idea on how sustainable the gross margins are. What are the moats? What are the risks? Who are the like to like competitors?
Excellent analysis..
Hell yes, excellent analysis as always,but technical analysis with fundamental is good
Hi
Can you explain cyclicity of psu stocks!
Jubilant Ingrevia is a Very Undervalued Good Stock for Long Term
Jin par video banta hai wo sab hi stocks khareed lo 😂
@@s0ulweaver Nahi aisi galti mat kar!! Khud ka Study kar aur Sirf 15 Se 20 Stock Ka Portfolio bana
@@realthor8548 I know. Just joking. I've 17 stocks folio
@@s0ulweaver ok Good 👌👍
I'm also holding 17 Stocks 😊
Holding only 8 companies. Fund is limited
yes .. very informative video
Glad you think so!
Thanks for sharing 😊😊😊
Thank You Saurabh and Ish Mohit
You promised about Gujarat Florochemical Ltd. 😬
very easy way to understand a complex business
Ismohit sir ..can you analyse Stock HFCL
Nice analysis
Hell Yessss. 👍
😃👍
Please a detailed video on Sona Comstar or any midcap IT like the way you made for SRF
Pls pls i request
Dear ishmohit..sir..please make video on jindal poly films..
Thank you for watching our videos. We hope this was an informative session.
We appreciate your suggestion and will keep it in mind. 😃
Please do a analysis on Ghcl
Apar industries detailed analysis please Paaji.....
Great video
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. 🤜
Love you 💖 guys
Thank you for watching our videos. We are glad to know this video was interesting and hopefully insightful. 😃
We hope to continue adding value to your investing journey.
Please read our disclaimer. 🙏
MPTY 💪🏾
Ishmohit bhai please holding company
Summit security review
Yess good analysis
Thanks sir
Thank you for watching our videos and supporting our work. 😃 We hope this video was informative.
Sir I have 118 share of Jubilant Ingrevia @520. What to do, since it is falling?
Watch the full video, I have covered the pros and cons
thanks
Hell yes..& MTPY...
👍
Ishmohit ji please analysis alkyl amine
Time stamps would have been helpful
Sure, uploading within 1 hr
What's happening with Jubilant Pharmova ?
They are seriously underperforming
Love to Saurav and Ish bhai
Ishmohit sir , every chemical company wants to enter speciality chemical business , won't you think that if everyone will focus on one aspect then it would be losing its margin advantage in future .
Hell yes!!
😃👍
Too good analysis
Hell yesss...!!!
Bought this stock around 280 level and sold it @775...
Sir, look at NOCIL. it's not going down.
Nocil target 311
Wonderful session
After watching your analysis on Laxmi organic, i took 200% return last year
All the best
Hell yes🙏
👍
Laxmi orange vs jubilant ingrevia which is best ..?
Don't like either personally as too difficult businesses
Hell yes
Gujarat fluorochem Ltd. Pending
This will be covered soon. We had this collaboration in the pipeline. 😃🙏
HELL YESSSS
What is the conclusion good stock for longer term or not ???
Watched full video??
@@shubhamajmera4709 no it's too long any one watched please conclude it
@@hardikthakor9763 😂
Bhai wo tumhe dekhna hai inhe nahin😂😂
Hell yess
hell yes bro
MPTY
😃🙏
Mpty both
MPTY Saurabh
Mpty
Hell yes
😃👍
MPTY
Thank you for watching our videos. 😃 We hope this video was informative and insightful for you. We hope to continue adding value to your investing journey through our work.
Mpty
Hell yes
MPTY
Mpty
Hell yes
😃👍
MPTY
MPTY💪
Mpty
MPTY
Mpty
MPTY
👍
mpty
MPTY
👍
MPTY
MPTY
MPTY
MPTY