You will be next warren buffet ... Kya knowledge hain sir aapka.. Aapka lecture sunke kabhi kabhi mujhe frustration aata hain ki mujhe kuch pata hi nahin hain.. Speechless ..
I really want to say this few day ago i was doing research on this topic as Microsoft tie up with Hyderabad for data centre setup and now you made this video. Thank you brother for such useful content.🙌
This one of the worst analysis. It's really in divert people. I know Cummins india and data center very well. Both businesses not 100% dependent. Very poor analysis.
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Good to see back in good shape. Very helpful and informative video. Always learning from you and your team. Thank you for putting out high quality content in free.
Nice. we can also relate Redington and DLink as data centre linked business. Simultaneously the High end UPS manufacturer are also basic Data centre proxies.
Love the discussion on Risk and reward. Get the clear insight about Cummins India's business. Particularly, the first anti-thesis pointer on subsidy seems very important. It would be great if this presentation includes the players that may be benefited from the theme and what is the competitive advantages of Cummins India. Basically, I missed the peer-comparison. It is a great learning experience as always.
Overall it feels too diversified to really benefit from the data centre trend. The diesel engine business will counter any growth coming from data centres.
Superb analysis of Cummins India and a solid company of reputation in Engines used in critical applications. On risk Reward front it loose the charm. Will be in my radar if a merger or other positives emerge. Hat's off to your value addition.
This company is really for the long term investment and also if invested into the stock will give the very slow and steady Returns for the long time in fact this company should be invested for next 10 to 15 or maybe 20 years then we may find the price of may be 10000 rupees
Right kind of business analysis has been presented. It is also better to include net profit margin for say 3 years is also mentioned. Of course, webinar is excellent to watch.
Please try and make videos on IT Services stocks like MINDTREE, PERSISTENT SYSTEMS, MPHASIS etc and how to approach such companies as they all tend to be in same verticals (BFSI etc) and do similar work.
Dear Sir with increasing reliability of electricity and most of the data centre going for Renewable plus battery storage, whether this analysis hav long term implications Good to see Fuel cell analysis
Sir just discovered your channel! I am in love with your content and the in depth analysis of it really amazing 😍 can you please make a playlist of different industry analysis and it's in-depth study
Though diesel engine phasing out is a big negative, but hydrogen fuel cell can be a big play, we have seen what has happened with companies suffixed with renewables
Great video! Their other income is in range of 470 Cr. Hence, PAT will be 516 Cr, excluding other income & considering tax of 24%(that too fluctuates between 16-30% in its case) Thus, the actual PE for the business is 50. Atleast, I'm not interested in this valuation with the possible downside (price correction/ low or no growth from here). Looking forward to see you in webinar! 🙏🏻😊
Hello Puneet, we have covered the same in depth in our SOIC Sectoral webinar that is SOIC Sectoral webinar on platform companies :) It is a part of the membership
@@SOICfinanceSOIC Thanks a lot for your reply. I am not looking to join the membership, but I really appreciate your videos. The quotes you use in your videos are outright inspirational. Keep up with the brilliant work!
I would put this company in the high risk high reward category with rewards outweighing risks. Logic being the fact that with its worldwide spend on R&D an alternative to diesel engine generators will definitely be found. They are highly aware of government policies
what about you said will make video of aptus value housings, prposing to make video on solar industry ( defence play ) strong enough since listing ...up...up....up...
Thanks for the the video. Appreciate you and your teams effort. Do you think global geo political tensions will also be a key anti thesis here? Because its a data centre to keep data safe and secure and if customers are planning to store their data across the geography for various reasons like backup, replicas etc, will india be one of the key /preferable location for global customers? Thanks
Thank you for the video. Anti theses far outweighs the thesis. New technologies are likely to be given to the unlisted company and listed will be stuck with diesel or old tech orders. Sunset industries are trading at pe of less than 10. This one with inflated other income is at 33. As Vijia Kedia sir says stay out of sunset industry at any cost.
Sir Risk reward method is understood What s your view on ARMAN finance as the day you recommended it was 1017 rs and today it's near 700 Should we Hold Or Average As I am long-term person
And one video on Hcl tech as they bought Sankalp Semiconductor in 2019...now we have a huge PLI scheme for Semiconductor and the way HCL is placed with their Tech and Hardware business via Hcl Infosystem...
Parag parik flexi usually I will add lumpsum, but as of now as per sebi temporarily lumpsum Resistricted , so iam in search and noticed quant active and pgim flexi, between this 2 which 1 I can go for, personal I like both, but need still clarity, nowdays quant is also performing very well especially quant active is impressive, ur feedback ji?
Your coverage on Cummins confirms my belief, Thanks!
Bhai ji kuch smajh main aaya ya na aaya par ek baat dil ko chu gyi or wo thi JAI HIND. JAI HIND BHAI JI
You will be next warren buffet ... Kya knowledge hain sir aapka.. Aapka lecture sunke kabhi kabhi mujhe frustration aata hain ki mujhe kuch pata hi nahin hain.. Speechless ..
I really want to say this few day ago i was doing research on this topic as Microsoft tie up with Hyderabad for data centre setup and now you made this video. Thank you brother for such useful content.🙌
Thanks Amit for your kind words :) Hope to keep adding value
This one of the worst analysis. It's really in divert people. I know Cummins india and data center very well. Both businesses not 100% dependent. Very poor analysis.
@@ashwininikam6507 request you to showcase your knowledge then let other people to judge . You will get to know who is the best analyst
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Thanks bro Great knowledge
To my mind risk outweighs reward. Thank you for enlightening
Thanks :)
Amazing analisys of cumins India as a datacentre business.
Good to see back in good shape. Very helpful and informative video. Always learning from you and your team. Thank you for putting out high quality content in free.
Thank you so much for your kind words :) Hope to keep adding value
Working as data center facility engineer and I have to say you are spot on.
Excellent information on Cummins India, holding the stock for one year with almost 40 % returns
Thanks Abhijit :)
बहुत सुंदर । बहुत बहुत धन्यवाद hard work
Thanks
Sunday morning without soic video is like pura weekend bekar. Keep going brother.🥰🔥🔥
You are an expert .Respect yr knowledge
Nice. we can also relate Redington and DLink as data centre linked business. Simultaneously the High end UPS manufacturer are also basic Data centre proxies.
Love the discussion on Risk and reward. Get the clear insight about Cummins India's business. Particularly, the first anti-thesis pointer on subsidy seems very important. It would be great if this presentation includes the players that may be benefited from the theme and what is the competitive advantages of Cummins India. Basically, I missed the peer-comparison. It is a great learning experience as always.
Thank you sir, get well soon, god bless you
क्या बात है दोस्त जबर्दस्त वीडियो।। वाह बहुत खूब।। 🙏🏽🙏🏽🙏🏽❤️❤️❤️😊😊🥰🥰🥰🚩🚩🚩🚩🚩👍👍👍👍👍👍
Great sir 🙏... please make video on Deepak fertilisers and petrochemical
Hopefully you are fit ishomith, best wishes for you and your teams.
Thanks for sharing your knowledge
Thanks Shubham :)
You are amazing analyst and I am learning a lot from you ❤
Thanks for your great work
The way you explain things is such a Bliss..
Lot's of Love...
Keep growing ✌️✌️✌️
Really great and financially better beneficial, Thank u Ishmohit Sir
Overall it feels too diversified to really benefit from the data centre trend. The diesel engine business will counter any growth coming from data centres.
Yes, it is one of the Anti-thesis pointers
I also agreed with this....
I agree, the thesis in the video is not really convincing to me.
Your research is superb , indepth and really useful for all kinds of investors .fantastic job
Hi, I feel Hitachi energy is also establishing Data centers
Superb analysis of Cummins India and a solid company of reputation in Engines used in critical applications. On risk Reward front it loose the charm. Will be in my radar if a merger or other positives emerge. Hat's off to your value addition.
Superb video as always
Great learning video. Requesting you to please share the video for Devayani International or shappier foods. Are they going to be next jubliant foods.
This company is really for the long term investment and also if invested into the stock will give the very slow and steady Returns for the long time in fact this company should be invested for next 10 to 15 or maybe 20 years then we may find the price of may be 10000 rupees
Right kind of business analysis has been presented. It is also better to include net profit margin for say 3 years is also mentioned. Of course, webinar is excellent to watch.
Please try and make videos on IT Services stocks like MINDTREE, PERSISTENT SYSTEMS, MPHASIS etc and how to approach such companies as they all tend to be in same verticals (BFSI etc) and do similar work.
Video achaa laga..soon going to buy your subscription.
Stay healthy ! Jai Hind.
Super analysis sir, can you please make an analysis on ion exchange
Thanks bro 👍 for your hard work & share awesome knowledge with us.
Most Welcome :) Hope to keep adding value
Love your blogs sir , pls keep them coming.
Good morning sir.have you nice day. You have a great power to simply and logically explain every sector .lots of thanks.
Dear Sir
with increasing reliability of electricity and most of the data centre going for Renewable plus battery storage, whether this analysis hav long term implications
Good to see Fuel cell analysis
Discussed it further with users, for AC loads they still depend on DG set.
Sir aapka healthcare sector Mai video aane Wala tha. Wo lab aayega?
Ish, ek detailed analysis subex pe bhi kar do, you may attach latent view analytics to it as well
For data centre tata communications is a company to look for and also for iot
Sir just discovered your channel! I am in love with your content and the in depth analysis of it really amazing 😍 can you please make a playlist of different industry analysis and it's in-depth study
Fantastic research..good...keep it up...nice info...
Thanks Deepak :)
In a range since years. Risks are more than rewards.
Though diesel engine phasing out is a big negative, but hydrogen fuel cell can be a big play, we have seen what has happened with companies suffixed with renewables
Hello, yes it is a major thesis and anti-thesis pointers. Lets see how it goes and we would be tracking the progress of the company :)
Please do sectoral analysis of the textile industry. Thankyou.
Sure, noted your suggestion. Coming soon :)
Super excited nolyj sar thynks🙏🙏
Most Welcome :)
You deserve an award for inventing such new words ...NOLYJ ...wah bhai wahh😂😂😂😂🤣🤣🤣🤣😁🤣😁😁🤣👹👹🙊🙊🙊🙊🙇🙇🙇🙇
As you mentioned cummins aquired hydrogen fuel cell based company.. This will be game changer deal for future
Yes, it can be. Let's see how it goes. We would be tracking the company on a continuous basis and will update you all :)
Lots Of Love AndRespect From Share Acadmy By Ayaan Bhaiyya 💕💕💕
I hope you get well soon. Because I can't miss your content.
Thanks Jagdish :)
C g power mai bataye
Thanks a lot Brother 😇
Salute to your dedication & Hardwork 🙏
Most Welcome Rajan :)
Sir what your view on elgi equipment pls sir 🙏🙏🙏
Sir please make a video on how to think about portfolio construction to ensure a cagr of 20 -- 25% over decades.🙏🙏
Hello Nikhil, we have made a detailed module on the same which is a part of SOIC Membership :)
@What’sapp➕➒➊➐➍➊⓿➑➌➌⓿➒➏ If you are from SOIC ?
@@SOICfinance Sir please confirm someone using your logo and asking fo contact on WhatsApp, please clarify.
It's a scammer. Please do not give any details
The scammers approaching is the symbol of success... Congratulations Sir...
Great fan of yours...
Thanks for sharing your valuable knowledge.
Most Welcome :)
Great video!
Their other income is in range of 470 Cr.
Hence, PAT will be 516 Cr, excluding other income & considering tax of 24%(that too fluctuates between 16-30% in its case)
Thus, the actual PE for the business is 50.
Atleast, I'm not interested in this valuation with the possible downside (price correction/ low or no growth from here).
Looking forward to see you in webinar! 🙏🏻😊
great, thanks for the calculation :)
@@SOICfinance Learning from you, Sensei (Master)..! 😅
Great research sir thank you so much for this
thorough analysis. Thanks great work. 👌👋Wondering why lauuches made by unlisted companies? Tax or patent?
🙏, wonderful analysis dear ish
Thanks Gangegowda :)
Sardarji....Honeywell and RHI what is the connection?? I work for Yokogawa in Oman
Lots of love n blessings
Please make a video on Indiamart.
Hello Puneet, we have covered the same in depth in our SOIC Sectoral webinar that is SOIC Sectoral webinar on platform companies :) It is a part of the membership
@@SOICfinanceSOIC Thanks a lot for your reply. I am not looking to join the membership, but I really appreciate your videos. The quotes you use in your videos are outright inspirational. Keep up with the brilliant work!
Sir inke pass hydrogen fuel cell tech hai toh -ve thesis kaise hua diesal genset. Fuel cell se replace kar denge. Am I right?
Thanks sir🙏🙏🙏
Most Welcome Vinita :)
She a video understanding the entire data center industry and value chain
I would put this company in the high risk high reward category with rewards outweighing risks. Logic being the fact that with its worldwide spend on R&D an alternative to diesel engine generators will definitely be found. They are highly aware of government policies
Sir, Please a make a video on growing global shared service centre’s in Indiaand stock which may benefit
Thanks Buddy , could you cover Kirloskar Oil also as a proxy for DC in yoir next video
what about you said will make video of aptus value housings, prposing to make video on solar industry ( defence play ) strong enough since listing ...up...up....up...
Thanks for the the video. Appreciate you and your teams effort. Do you think global geo political tensions will also be a key anti thesis here? Because its a data centre to keep data safe and secure and if customers are planning to store their data across the geography for various reasons like backup, replicas etc, will india be one of the key /preferable location for global customers? Thanks
Thank you for the video. Anti theses far outweighs the thesis. New technologies are likely to be given to the unlisted company and listed will be stuck with diesel or old tech orders. Sunset industries are trading at pe of less than 10. This one with inflated other income is at 33. As Vijia Kedia sir says stay out of sunset industry at any cost.
Superb sir
Can you pls do analysis of Tube investment of India?
Video on Hitachi Energy and ABB
Awesome knowledge sir.you are a respectful person in my heart.i am a great fan of you.
Your analysis is always superb...keep it up
Thank you so much :)
nice sir god bless you
Thanks Vikas :)
Beautiful explained. Thanks for your Hard work and dedication. 🙏💐
Most Welcome Gurpreet :)
Sir
Risk reward method is understood
What s your view on ARMAN finance as the day you recommended it was 1017 rs
and today it's near 700
Should we
Hold
Or
Average
As I am long-term person
Superb information 👍👍
Thanks Suresh :) Hope to keep adding value
Nice to see you again.
What! You seem to be our family member or a friend or a guide or atleast a well wisher...
17:44 I have a doubt, is the unlisted subsidiary you mentioned, a completely different entity similar to cummins listed company in India?
Do we have really a player only Data Center.
Great knowledgeable video.. 👍
Sir pleasee share your valuable views on Indian Pesticides Limited stock
Coming next, stay tuned :)
Great coverage sir, thanks
Most Welcome Vikesh :)
Thank you for sharing the knowledge
And one video on Hcl tech as they bought Sankalp Semiconductor in 2019...now we have a huge PLI scheme for Semiconductor and the way HCL is placed with their Tech and Hardware business via Hcl Infosystem...
Well enjoyed, very informative n well explained 👏.
Put video on Honeywell.
Sir please make a full analysis video on Great Eastern Shipping Company Ltd.
Jai Hind Sir
Make a detailed study on newgen software also....
Excellent indepth anylisis.Thanks to team SOIC.🙏🙏
Thank u so much sir 🙏
Dear Ismohit hope now you are fine. If possible plan to comparative analysis between apparel companies like Rupa and Dollar Ind
Very nice and informative video..thans...
Great analysis thanks 🙏🙏🙏
Awesome knowlegable video as u shared always. Love the concept of risk reward. Can u share source of study with us for more improvement for self study
Hello Ankit, thanks for your kind words :) Major source is annual report, credit ratings, industry research reports & concalls
@@SOICfinance Thanks Ishmohit for reply. What Is u r thought process about valuation. Please eleberate. Thanks again
It is said that Data is Gold. So data should be stored within India. Then why we sell Gold (for instance LIC) to FDIs.
Parag parik flexi usually I will add lumpsum, but as of now as per sebi temporarily lumpsum Resistricted , so iam in search and noticed quant active and pgim flexi, between this 2 which 1 I can go for, personal I like both, but need still clarity, nowdays quant is also performing very well especially quant active is impressive, ur feedback ji?
Hey Ishmohit I hope your health is good now love to see your analysis on kpit technology as it is working on hydrogen fuel cell
Solar power will effect in this business in future??
Before one year in my company standby power supply generator switched to solar power .