@@dude3099 there is a requirement to disclose the monthly portfolio of mutual funds by SEBI so every month holding statement is easily available.. also you can use apps like ind money/et money where you can search a MF and go into holdings
Thank you so much for your kind words and for being a loyal viewer of our channel! We're thrilled to hear that our content has become a Sunday must-watch for you. 🤝 appreciation means the world to us and motivates us to continue creating high-quality content that resonates with our audience. We're grateful for viewers like you who make it all worth it🙏🏻
We're thrilled to hear that you find our content helpful! We're grateful for your kind words and appreciate the support. We'll continue to work hard to provide you with high-quality information and insights, and we're glad that our efforts are making a positive impact on your learning experience.🙏🏻
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work. Thank you for your kind words, and we hope to continue inspiring you in the future.
There are two weak-points in an otherwise great analysis. Coromandel is at decade-highest PE right now due to recent rally. How long would it enjoy this high market-cap is anyone's guess. Secondly, Quant has extremely high churning ratio. If one enters now into EID Parry, they must be prepared for the price blip that'd be caused when Quant exists the stock.
Hi Ishmohit, Thank you for detailed and valuable video. Your all videos are very informative, properly designed to cover everything in shortest possible time and giving new perspective. Just like you have explained Eid Parry and Coromandal valuations, I would like to see your analysis on Balmer Lawrie Investment and Pilani Investment to understand calculating its valuations, as both are holding companies of their respective groups.
Thank you for your kind words and feedback! We're glad you find the videos valuable and informative. Your suggestion has been noted, and we'll certainly consider it for our future content.🙏🏻
Good analysis. Its indeed rare to find. My conscience says, such companies whos fundamental numbers looks bad still such investors are investing more, than one straight fact is - companies is doing something that they know but is not vocal in general Ofcousre in their reports things may be clear and hence this rush from DII or so. Could be a take over or major turn out candidate or there is some future disclosure that is going to unwind returns etc etc.... God knows. Even I rate such companies not ethical sometimes. Life is already full with watchlist. portfolio is overflowing. Tracking gets tough. Unfortunately Human brain need to upgrade to handle this stuff which you are trying to educate how to. Brain hard disk to store, memory to reprocess, analyze could be next stuff which Chat GPT is doing now not all but near to.
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Sir can you make a short video on sreelathers. A very popular brand in Western India. Footware, bags, belts, jackets, purse they produce. Low price with a standard quality
Could you please give more insights into how you came up with the Price to Sales multiple of 1? How to generalize it to apply to any business? Also, is P/S of 1 standard for a business with 5-8% margin?
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Hi, can you please guide us that why in Sterlite technology Fii and Dii increase their stake heavily during March 24 and April 24. As it is showing in Screener.
Hi I am willing to buy soic membership can anyone help me by giving honest feedback of soic membership as the amount is huge (15000) it is worth to pay, the quality of teaching is good enough?
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Sir how to invest in unlisted shares like daksha unmanned systems. In which coromandel has invested sir. Can u kindly put a video on how to invest in unlisted shares
Air India has its own set of issues & post vistara merger it take another 36-48 months for revival. The infra & connectivity is government are in Top priority also.
Hi Sir, Would like you to give us detailed analysis of Port business. As need to understand that is there an opportunity in JSW INFRA in place of Adani Ports... Thankyou in advance!!!!
Are Mahaanubhav, EID Parry's ka business discuss hua hai na ki PARAS. 😂😂. But coming to PARAS is basically a trade based on technicals. At some point, both price and time duration align to give such bounces which they are playing. Also, let's not forget that PARAS has indeed a lot of products that are about to get mature for commercial purposes.
VST industries k number dekho Koi chutiya hi hoga jo aise number dekh pe buy krega Lekin nhi Vijay kedia ne huge amount invest Kiya hai usme To number se jada bhi vo kuch jante hai business k bare me Agar business khtrnaak ho to PE matter nhi krta
good analysis of holding co valuation and identifying discount that it currently trades. Its very helpful as always..Bajaj Holding is another co that trades at 50 % discount driving valuation from Bajaj Finserv, Bajaj Auto and Maharastra Scooters..
very good and helpful analysis of EID Parry considering of holding co discount.. its a difficult topic and valuation is subjective. you have explained this well. We have also attempted this in our video in @InvestingwithPankaj....where we talk about Bajaj Holding. Request you to review this and let us know your comments. It will be get your feedback
Viewers should analyze BCL Industries. BCL used to be in low margin cyclical Edible Oil business, now it has transformed into a decent margin Green Energy Business. They now have 700 KLPD distillery which uses Maize (not Sugar) to produce ENA and Ethanol. This 700 KLPD capacity will easily generate Rs 1750 cr of revenue. Govt is encouraging distilleries to produce Ethanol from Maize rather than Sugar or Rice. BCL is a leader in that space. Over the next year, they will also 1) set up 75 KLPD of Biodiesel plant, work has already commenced. This will be high margin biz as most of the raw material is already available inhouse 2) Enhance Distillery capacity by 150KLPD to 850 KLPD 3) Wrap up most of the low margin edible oil business 4) Sell the 11 acre land on which currently the Edible Oil plant stands. The land is in the Bhatinda city limits, will fetch good returns Note: Not a buy sell reco. You analyze the biz and take your own call. I am a shareholder so I may be biased.
Instead of going for complex business structure like EID Parry, why do you think we should not be looking for sugar based industries as being ethanol blending as tail wind .
Thank you Ismohit for coming up with another gem. I am investor in most of the Murugappa group companies like Tube investment, Carborandum, Coromondal, Chola Fin, CG power, EID parry, Shanti gears in small qtys.
Excellent session as usual Ishmohit ji...Is it possible for you to cover KPR group? It is also a diversified group having good corporate governance practice and worth studying...Your views pl... thanks and regards NM
Thank you so much for your kind words of appreciation! We're thrilled to hear that our session met your expectations. Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
Insiders include those who know company results in advance like directors..CFO.. company secretary. Later few in stock exchanges...big brokers....MFs. After wards are select influencers..then intelegent investors..who can smell...and lastly retail investors....who are followers. Check where you belong to...sir.
Thank you so much for your kind words and appreciation! We're thrilled to hear that our content has been informative and helpful to you. We're glad to know that our efforts to share knowledge with our audience have made a positive impact. We'll definitely consider creating more content, including a video on the power sector, as per your request. We value your feedback and look forward to continuing to serve you with quality content!🙏🏻
Your videos are the best even better than Akshat Srivastava and you are the best and most humble ,wonderful, honest Digital cum Real Sardarji I have ever witnessed. Thanks & Take care
Thank you so much for watching and appreciating our video! We're thrilled to hear that you enjoyed it and we're grateful for your support. Your kind words mean a lot to us and motivate us to continue creating high-quality content for you.🙏🏻
I bought it at 650 analysing this only that ppfas and quant bought it and delighted to see the video on the same 🔥🔥🔥🔥
What is the quickest way to find that a mutual fund has picked up a stock? Is it declared as a bulk deal on bse? Or does it come in the news?? Tia.
How to check that ... What mf buy ?
@@dude3099 there is a requirement to disclose the monthly portfolio of mutual funds by SEBI so every month holding statement is easily available.. also you can use apps like ind money/et money where you can search a MF and go into holdings
@@dude3099 You can find it in block deals at the end of the day
Great... you caught it right after the big guy entered. What's your method? Please batayiye
It would immensely be useful if the channel provides english subtitles
Pl talk in English or Pl Add English SUBTITLES. It’s very difficult to follow for your Pan India audience. Thanks
Hi. The subtitles will be added soon🙏🏻
Thank you, looking forward
@@SOICfinance Please add subtitles sir.
In depth business analysis.... to understand valuation with its backward and forward integration
Hello Ishmohit, any plans to start your own smallcase someday?
Sunday may soic ka ek video hamesha dekhna ab ek basic necessity ban gaya hay
Thank you so much for your kind words and for being a loyal viewer of our channel! We're thrilled to hear that our content has become a Sunday must-watch for you. 🤝 appreciation means the world to us and motivates us to continue creating high-quality content that resonates with our audience. We're grateful for viewers like you who make it all worth it🙏🏻
WENDT - murugappa + 3m are promotors
I owned this stock a year back but due to commodity business and highly regulated environment I quitted .
thanks! you people are too knowledgeable!
We're thrilled to hear that you find our content helpful! We're grateful for your kind words and appreciate the support. We'll continue to work hard to provide you with high-quality information and insights, and we're glad that our efforts are making a positive impact on your learning experience.🙏🏻
Thabk us o
So much bro for for your valuable information❤ ❤❤❤❤.
Your content is always unique and good
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work. Thank you for your kind words, and we hope to continue inspiring you in the future.
Kindly revisit the iolcp
may god bless you
tks
Hello ISHMOHIT /SOIC team are you there?? could you please look into my request to make a video related to 1. Tatva chintan 2. Clean Science.
Hi,
We have covered both the businesses during the time of IPO- covers both pros and cons of the businesses. Pls refer to the older videos
Hi, Ishmeet can you help us to find some technique in screener to filter upcoming multibeggers with a valuable business
Multibeggers😂😂
Radhika jewels
There are two weak-points in an otherwise great analysis. Coromandel is at decade-highest PE right now due to recent rally. How long would it enjoy this high market-cap is anyone's guess. Secondly, Quant has extremely high churning ratio. If one enters now into EID Parry, they must be prepared for the price blip that'd be caused when Quant exists the stock.
Same happening with Housing finance. FII keep increasing their stake in Home first. APTUS. Aavas a lot.. Government is also support it
Good point.
What is the quickest way to find that a mutual fund has picked up a stock? Is it declared as a bulk deal on bse? Or does it come in the news?? Tia.
i guess exchange filings are the best way to track these things
Hi Ishmohit,
Thank you for detailed and valuable video. Your all videos are very informative, properly designed to cover everything in shortest possible time and giving new perspective.
Just like you have explained Eid Parry and Coromandal valuations, I would like to see your analysis on Balmer Lawrie Investment and Pilani Investment to understand calculating its valuations, as both are holding companies of their respective groups.
Thank you for your kind words and feedback! We're glad you find the videos valuable and informative. Your suggestion has been noted, and we'll certainly consider it for our future content.🙏🏻
Holding it since carona time@199😊😊
Good analysis. Its indeed rare to find. My conscience says, such companies whos fundamental numbers looks bad still such investors are investing more, than one straight fact is - companies is doing something that they know but is not vocal in general Ofcousre in their reports things may be clear and hence this rush from DII or so. Could be a take over or major turn out candidate or there is some future disclosure that is going to unwind returns etc etc.... God knows. Even I rate such companies not ethical sometimes. Life is already full with watchlist. portfolio is overflowing. Tracking gets tough. Unfortunately Human brain need to upgrade to handle this stuff which you are trying to educate how to. Brain hard disk to store, memory to reprocess, analyze could be next stuff which Chat GPT is doing now not all but near to.
hey Ismohit please make a video on the wealth management space and their business model.
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
@SOICfinance are you a robo? Look at the question and your answer 😂
Good insights!! There has been significant developments in Vinati Organics. Can you do the video on that
Sir can you make a short video on sreelathers. A very popular brand in Western India. Footware, bags, belts, jackets, purse they produce. Low price with a standard quality
Go deep, they are at low price because of reason. Search About promoters background, ethics and corporate goverance.You will find your answer.
Could you please give more insights into how you came up with the Price to Sales multiple of 1? How to generalize it to apply to any business? Also, is P/S of 1 standard for a business with 5-8% margin?
Zen technologies . Jai Hind!!!
Can you enlighten about the tide water oil share
Petronet LNG.. also LNG sector, if LNG market about to experience crude moment of 2022-23..
KLPD: Kilo Litre per day
Le liya bhai ..1 mahine phale..achhe busi he..aap smlcase chalaye
Ikio lighting
Ok I will buy eid parry ..
Tinna Rubber
1 no hai yeh share. Rukega nahi.😂
Extraordinary brilliant analysis Outstanding clarity Keep it up and enlighten the small investors
Next Video on Indegene Ltd Please . Indegene's business model is unique in the Indian market
I got Allotment in IPo
And adding on fall
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Why can't buy directly coromondal? Instead of EID perry. Highlight the difference.
I am also thinking the same.
Parry is the parent company of coromandal
If they spin up a new private company or split Coromondal, it'll be still under EID Parry but not in Coromondal. You'll get the umbrella benefit.
Hi, can you please guide us that why in Sterlite technology Fii and Dii increase their stake heavily during March 24 and April 24. As it is showing in Screener.
Copper is future metal
Good knowledge sir please provide scanner link
Please make video on beaten up sector and opportunity in those sector
Private Banks are beaten sector - Buy any stock and you will see good return.
Hi I am willing to buy soic membership can anyone help me by giving honest feedback of soic membership as the amount is huge (15000) it is worth to pay, the quality of teaching is good enough?
GENSOL
Please make a video on olectra greentech... as PM ebus seva 6400% in budget 2024. And also proper valuation of Olectra Greentech.
Very neat and details analysis. Can you please analyze NATCO PHARMA, which has recently broken its all time high.
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
@@SOICfinance thank you sure I am looking forward to learning together.
Refinary is the biggest loss maker😢
Sir how to invest in unlisted shares like daksha unmanned systems. In which coromandel has invested sir. Can u kindly put a video on how to invest in unlisted shares
IEX
Thanks
1.What's your View on Dalmia Sugar.
2. WHAT'S your analysis on AIRLINE STOCKS- can you share few thoughts
Let Air India fly, then we should think about aviation sector. But Airline infra setup you can explore
Air India has its own set of issues & post vistara merger it take another 36-48 months for revival. The infra & connectivity is government are in Top priority also.
Hello sir , i am doing SIP in Parag Parikh fund for last 1 years, should i stop sip in Parag and start in Quant Or JM Flexicap?
Hi Sir,
Would like you to give us detailed analysis of Port business. As need to understand that is there an opportunity in JSW INFRA in place of Adani Ports...
Thankyou in advance!!!!
Sir, some daye before you have posted a video on proxy companies/shares, but i could not find the same on your channel today. Plz help
I do like& appreciate you,yr dedication while giving wast knowledgeable video for newly aswel as retailer. Envesting peoples in to the market thanks.
Very very useful
Hi ishmohit, we still don't have a video on hotel/real estate sector on RUclips. Will you be making one in the future ?
My first if your videos.. can u analyse ACE what us the secret sauce here .vis it froth ??
Thanks IShmohit ji please make video on samhi hotel. Once again thank you.
Very detailed information. Request to make a video on Kaynes Technology & Cyient Dlm
Sir thanks for giving us important analysis....but we want more with shahmi hotels with good analysis video....
PG Electroplast
Hi sir. I think you have read a lot of books now. It would be really helpful if you could share the list of books which you have read.
Thanks for the very informative video and great analysis. Can you please make a video on Manappuram Finance Ltd?
Ismohit sir ,lot of learning from yu, please one video logistics sector
Logistics sector will also do good in long term. My pick TVSSC, VRL Logistic.
Jai hind
Pls do analysis of EMUDHRA
Can you suggest finance,investing books for gifting 10 year old??
Good insight into the company. Can we please analyse Jupiter Wagon Ltd next?
Very nice analysis. Can you please do the analysis of Vikas ecotech
Praj Industries.....and again pricol...
Dono mein sun sun ke invest Kiya but mazaa nahi aya, phir sell kiya
Bhai eid Perry mei standalone 2800 ka revnue hei ya 7355?? , pehle aap ne kaha ke 2800 ke near about hei baad mei 7355
why do we take 50% discount when considering child company?
Please make a video of your own choice which may have a bright future.
PARAS is trading at PE of 150 and ROE, ROCE is below Industry Average Still they are buying 😂😂 It is better to have HAL or BDL
HAL and BEL are better
Are Mahaanubhav, EID Parry's ka business discuss hua hai na ki PARAS. 😂😂.
But coming to PARAS is basically a trade based on technicals. At some point, both price and time duration align to give such bounces which they are playing. Also, let's not forget that PARAS has indeed a lot of products that are about to get mature for commercial purposes.
If that is your analysis you should stop investing
PARAS has greater upside potential than HAL or BDL
VST industries k number dekho
Koi chutiya hi hoga jo aise number dekh pe buy krega
Lekin nhi Vijay kedia ne huge amount invest Kiya hai usme
To number se jada bhi vo kuch jante hai business k bare me
Agar business khtrnaak ho to PE matter nhi krta
Business anylisis on recently listed SJS ENTERPRISE.🙏
good analysis of holding co valuation and identifying discount that it currently trades. Its very helpful as always..Bajaj Holding is another co that trades at 50 % discount driving valuation from Bajaj Finserv, Bajaj Auto and Maharastra Scooters..
Thanks a ton
very good and helpful analysis of EID Parry considering of holding co discount.. its a difficult topic and valuation is subjective. you have explained this well. We have also attempted this in our video in @InvestingwithPankaj....where we talk about Bajaj Holding. Request you to review this and let us know your comments. It will be get your feedback
Sir... Aap video me annual report k baare me baat kar rahe hein, wo kaha se mil sakti he
Please cover businesses which are in Super Computing & AI
Please make analysis video of Godrej Agrovet
Please make analysis on OMC's for FY 2024-25
Viewers should analyze BCL Industries. BCL used to be in low margin cyclical Edible Oil business, now it has transformed into a decent margin Green Energy Business. They now have 700 KLPD distillery which uses Maize (not Sugar) to produce ENA and Ethanol. This 700 KLPD capacity will easily generate Rs 1750 cr of revenue. Govt is encouraging distilleries to produce Ethanol from Maize rather than Sugar or Rice. BCL is a leader in that space.
Over the next year, they will also
1) set up 75 KLPD of Biodiesel plant, work has already commenced. This will be high margin biz as most of the raw material is already available inhouse
2) Enhance Distillery capacity by 150KLPD to 850 KLPD
3) Wrap up most of the low margin edible oil business
4) Sell the 11 acre land on which currently the Edible Oil plant stands. The land is in the Bhatinda city limits, will fetch good returns
Note: Not a buy sell reco. You analyze the biz and take your own call. I am a shareholder so I may be biased.
I have it and holding it seeing it fuel business
Instead of going for complex business structure like EID Parry, why do you think we should not be looking for sugar based industries as being ethanol blending as tail wind .
Pls check our video on Triveni engineering
thank you telecom equipment ki company ke bare me next analysis kariye
Please make analysis on sonaBLW for investment purposes
Ikio ligting?
Why Praj industries is catching momentum?
Please do next PG Electroplast business analysis
Stay hold this stock. Long term growth in tact. May be next Dixon.
Thank you Ismohit for coming up with another gem. I am investor in most of the Murugappa group companies like Tube investment, Carborandum, Coromondal, Chola Fin, CG power, EID parry, Shanti gears in small qtys.
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Excellent session as usual Ishmohit ji...Is it possible for you to cover KPR group? It is also a diversified group having good corporate governance practice and worth studying...Your views pl... thanks and regards NM
Thank you so much for your kind words of appreciation! We're thrilled to hear that our session met your expectations. Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
sir hum eid parry mein kaise invest kar sakte hai hum diwali parry mein karenge
Please make video toexplain Patel Enterprise business
Pls do Analysis of latent view, natco and biocon.
Regards
SirJi...please tell about INSIDER TREADING....what is significance in equity investing?...🙏
Insiders include those who know company results in advance like directors..CFO.. company secretary. Later few in stock exchanges...big brokers....MFs. After wards are select influencers..then intelegent investors..who can smell...and lastly retail investors....who are followers. Check where you belong to...sir.
Very informative. Thanks for sharing. If time permits please come out with a video on power sector🙏😊
Thank you so much for your kind words and appreciation! We're thrilled to hear that our content has been informative and helpful to you. We're glad to know that our efforts to share knowledge with our audience have made a positive impact. We'll definitely consider creating more content, including a video on the power sector, as per your request. We value your feedback and look forward to continuing to serve you with quality content!🙏🏻
@@SOICfinance Thanks a ton🙏
Thanks paaji for teaches us some new chapters.
Dream folks buzzness model looks unique. Can u have some light on it.thanks
Dreamfolks looking good for medium to short term
please add analysis of Godfrey Phillips India Ltd
Your videos are the best even better than Akshat Srivastava and you are the best and most humble ,wonderful, honest Digital cum Real Sardarji I have ever witnessed. Thanks & Take care
Thank you so much for watching and appreciating our video! We're thrilled to hear that you enjoyed it and we're grateful for your support. Your kind words mean a lot to us and motivate us to continue creating high-quality content for you.🙏🏻
thanks for your deep analysis pls put a video on TRIL its a request🙏🙏🙏🙏
Telicom annicillary and
Data centre proxy
Why dont they enter into diabetes sugar product
JKIL ke pura value chain ke baare me explane kar dijiye🙏🙏
Please do analyse nyka at present point of time. Thank you