Paaji please include data that is not available on screener like - management quality,Remuneration of board members and related party transaction etc.on your videos it will help us to learn how to evaluate these parameters as well. By the way paaji i am from non finance background still apne abhi tak bahut kuch sikha diya h. Thank you paaji dil se 🙏
Over the last two years I have seen you are the first to recognise and prove prospects of multi baggers. On other channels they come only after taking a price hike.
Thanks for very good analysis. my view is that though growth is visible but current valuations are little stretched. please help with below questions. 1. This is not a new company. what attracted you to it now? is it only high capex !! 2. about entering pharma products, who is the market leader currently and how to access entry barriers. thanks
Its exccelent analysis, never ever found this type of content before, vedio lenth can be shorter with all content covered. Very good practical examples by showing all tins....realy great job....tons of appreciation...best wishes for future
Government policy related to plastic usage can be also a anti thesis specially in FMCG buisness. As we have giant like coca cola experimenting with paper bottle. But i think this will be a black swan event whose chances of occurrence are very rare.
I was thinking of the same... Felt the video would've been complete if Ishmohit had discussed what would happen to Moldtek if this kind of event were to occur or if their tech can be blended to paper packaging as well!! Great learning though.
It's an awesome analysis. One thing which I learned is that this company is very diversified as it caters to PAINTS, FMCG, Lubricants and in future Pharma. Anti these is revenue concentration from a single client is high Second Anti thesis is procurement of raw material from single vendor is very high Positives are Capex, Stable Operating Margins, Change in volume mix where focus is shifted to higher margin customers, Market leader in India, Pricing power as it passes on price changes to customers monthly/quarterly, high entry barriers as it has multiple facilities in different parts of the country which will result in lower freight cost
It is trading at 41 pe. In an earlier video you said anything above 50 pe doesn’t give exponential return. Correct me if I’m wrong. Still learning from you
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Moldtek i personally feel it doesn't justify the CMP of 1000rs for its market cap 3372cr and quater profits 23 cr that's it compamy of cmp having only 23cr of profits.
I was also tracking thia company. And learned something new about company from your analysis. Going to study more about the business and anti theises and theises point. And more about the right valauatio to to build more position. Thank you very much @Ishmohit bhai. Always loved your sessions. #Ishmohit #SOIC
Paaji every veteran investor including you emphasize on good management but no one tell how to identify whether a management is good or not? So please paaji make a detail video that how to identify good management and what are the early signal that we can use to identify good management? 🙏🙏 At last as i always say i will forever owe for teaching a non finance person so many things, thank you paaji dil se🙏🙏
The most underrated channel for understanding investment and financial wisdom. This needs more than 10M subscriber base. Will promote this at my end. Appeal to all to do so as such genuine study channels are hard to come by.
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
Thanks for the detailed analysis on Mold Tek Packaging. It’s Super. 1 antithesis which I could find is they need to regularly keep investing on manufacturing units near to their buyers in order grow as freight cost is a major concern for all buyers. Also a detailed discussion on management team & remuneration would help. Could you also please do videos on Amrutanjan & Ultramanine & Pigments ?
@@SOICfinanceThanks a lot Ishmohit for the detailed analysis. This really helps in Building conviction on the company in long term. I have few quantities in my portfolio.
I m your subscriber since very long time, I hope u have heard your fellow RUclipsr Shankar nath has recommended your channel and said he watches alot of your video... U always make good videos..
Superb explanation of the packaging industry! Just have one question. How much is the packaging cost as a percentage to the total end product cost for different industries?
Promoter sold for 10 years in page where price went from 600 to 33000..Minuscule amounts are ok.. This is an educational video about the business. Not a buy or sell reco by any means.
It's better they sell partiality to sustain lifestyle by paying cap gains of 10% rather than distributing dividends at 34% then having to go through a rights issue for new funding for capex. The kind of growth this company has, it makes more sense to not give dividends. This is a better way to do it. No problem at all.
Thank you SOIC team . Beautiful analysis and presentation. Can you please make such presentation on Birla soft and FSL companies which are going to be future multibaggers. Thank you again
Another very detailed and interesting video. Many thanks Ishmohit! Can you please make a video on how to assess the softer aspect of a company such as mgmt quality, company culture, assessing if a strategy can be successful or not. Thanks
Thesis better than antithesis It is also supplying to newer paint companies, Entering new segments, experimenting newer segments as food delivery, which are tamper proof. Antithesis- petroleum products!
i dont think soic aware about how big he helpfull for retailers❤, sir pls start PMS service, that will be more and more helpfull for 10 to 25 Lakh capital owned retailers
Always like to watch . Nice treat which add more valued information in knowledge. Amazing sir. Logical analysis. Thank you so much. Appreciate your efforts. ❤ Best regards sir
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. 🤞
Of company gets birla paints then it would be great for them. I got to know about this business from marcellus investment management last year. But i had no in-mold packaging that's the new thing i learnt about this business
Thanks sir. Mold tek packaging is the business which fits all my investment checklist except bit of high valuation and low promoter holding. Second one is major problem for me, why company with such innovative and R&d skills is not attracting its promoters interest to invest in it Regards Samarth
Sir ji you are the great ❤ Aisa Hai ki ROE of 13.9, it has a very Expensive valuation with a 7.4 price to book value Promoters have decreased their stake in last quarter
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. 🤞
Sirji Stock is already Risen 500%.Pls. Review Rajshree Polypack.Abakkus is Holding 7.50 stake in the Company.If u find it intresting then it will be Double Intresting
Hell yesss!!! Ishmohit Ji, I was planning to watch the video on Sunday itself. But I don't know. I was feeling like I cannot concentrate. That's why I thought I must wait to clear my mind and watch the video with full concentration. And that's what I did today. As usual the content is top notch! The editing is getting better and better. Keep going team SOIC. All the best!
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Hi Ishmohit, its been an 8 bagger for me. However it remains a small position size as I have repeatedly seen Hyderabad based promoters eventually come up with up some shenanigans! Especially with they owning a listed IT company. thoughts will be helpful. Any thoughts?
Good God!! I was just wondering why didn't SOIC team didn't upload video on Mold Tek Packaging. Sir , Could you please do video on Asset allocation in equity market as you said Asset Allocation he khaas baki sab bakwas
![Megan Thee Stallion - Bigger In Texas [Official Video]](http://i.ytimg.com/vi/QxTkZTLWdo4/mqdefault.jpg)
Paaji please include data that is not available on screener like - management quality,Remuneration of board members and related party transaction etc.on your videos it will help us to learn how to evaluate these parameters as well. By the way paaji i am from non finance background still apne abhi tak bahut kuch sikha diya h. Thank you paaji dil se 🙏
Thank you for existing 🙏🙏
🙌
Are kahana kya chahte ho😂
bro no one in RUclips is better teacher than you.
so much of value addition for us ♥️😮
Thank you so much 😀
Indeed you explain very well in a very simple manner.
Holding this company for more than 5+ yrs. Thanks for this excellent analysis ❤
Already invested. Sold Asian paints and Akzo Nobel because of high valuation and invested it back in Moldtek as proxy play.
How about now ?
Kya intro hai darling! You are super as always, short of words for how much depth you have in your studies... Unbelievable
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Over the last two years I have seen you are the first to recognise and prove prospects of multi baggers. On other channels they come only after taking a price hike.
🙏😃
your channel and website also have very good packaging (graphics and design) it attract public looks authentic, unique and intelligent.
Thanks for very good analysis. my view is that though growth is visible but current valuations are little stretched.
please help with below questions.
1. This is not a new company. what attracted you to it now? is it only high capex !!
2. about entering pharma products, who is the market leader currently and how to access entry barriers.
thanks
Its exccelent analysis, never ever found this type of content before, vedio lenth can be shorter with all content covered. Very good practical examples by showing all tins....realy great job....tons of appreciation...best wishes for future
Thank you Ishmohit, for doing such deep dive research and sharing it to your RUclips community for free.
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Loved your video.. This channel is full of gems like a treasure
Detailed knowldge about companies..
I wait for such videos.. Thanks Soic team..❤❤❤
Government policy related to plastic usage can be also a anti thesis specially in FMCG buisness.
As we have giant like coca cola experimenting with paper bottle.
But i think this will be a black swan event whose chances of occurrence are very rare.
I was thinking of the same... Felt the video would've been complete if Ishmohit had discussed what would happen to Moldtek if this kind of event were to occur or if their tech can be blended to paper packaging as well!! Great learning though.
Yes this is greatest concern, Govt is going ahead to minimise one time plastic use very fast pace, please reply to this concern
@@chetank7326 ok
It's an awesome analysis. One thing which I learned is that this company is very diversified as it caters to PAINTS, FMCG, Lubricants and in future Pharma.
Anti these is revenue concentration from a single client is high
Second Anti thesis is procurement of raw material from single vendor is very high
Positives are Capex, Stable Operating Margins, Change in volume mix where focus is shifted to higher margin customers, Market leader in India, Pricing power as it passes on price changes to customers monthly/quarterly, high entry barriers as it has multiple facilities in different parts of the country which will result in lower freight cost
VERY GOOD INFORMATION AND USEFUL NARRATION WITH GOOD EXPLANATION AND EXAMPLES. SHUBHAM
It is trading at 41 pe. In an earlier video you said anything above 50 pe doesn’t give exponential return. Correct me if I’m wrong. Still learning from you
Your analysis about any company is marvelous.
I like most. It increase knowledge about companies.
I had invested around 18 months back. Now it is around 3% of my PF. With this Analysis my Conviction is further strengthened.
Good investment, can you suggest few other companies where you invested, I am new to stocks.please do advise
Super for such a no clutter and such meaningful content.
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
You have really add a lot to my stock market journey.
Thankyou so much.
Yes.. u r one the best teacher of stock market in india
superb analysis sir .when come to antithesis 1 important thing is that they rely 95% on reliance. it should be kept in mind
🤝😃
Moldtek i personally feel it doesn't justify the CMP of 1000rs for its market cap 3372cr and quater profits 23 cr that's it compamy of cmp having only 23cr of profits.
I also have same thought, but we can park 2% money. Generally small cal price never justified, it move on expectation, not actual value.
I was also tracking thia company.
And learned something new about company from your analysis.
Going to study more about the business and anti theises and theises point. And more about the right valauatio to to build more position.
Thank you very much @Ishmohit bhai.
Always loved your sessions.
#Ishmohit #SOIC
Perfect Video.. Very insightful... Thanks SOIC for educating investors of India and being contributor in the #IndiaGrowthStory
Our pleasure!
Ishmohit you r really genius,. So much deep study of company nd product I m ur fan.lov ur style nd dedication.
Invested with 4% weightage, now i will increase to 5 to 6%, ... pharma & fmcg business will be game changer if plan goes success
Indeed Moldtek is a suprb business however the Valuation are very high...
Key learning- Good proxy companies are great to generate wealth in long run.
Thanks Paaji for this amazing analysis🙏
Thanks for analysis sir. Holding Mold tek since 2014. Regret selling some quantity when their middle east plant did not perform.
you can pass on these shares for the next generation, i am holding since 2013
I would also thank value pick of valuepick blog for finding this early in 2013. I bought it after reading the blog.
I have invested in this company
Paaji every veteran investor including you emphasize on good management but no one tell how to identify whether a management is good or not? So please paaji make a detail video that how to identify good management and what are the early signal that we can use to identify good management? 🙏🙏
At last as i always say i will forever owe for teaching a non finance person so many things, thank you paaji dil se🙏🙏
Sir, I have seen so many videos on RUclips related to market. But I know you are genuine. I am watching you for 3 years since I read Peter Lynch.
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
The most underrated channel for understanding investment and financial wisdom. This needs more than 10M subscriber base. Will promote this at my end. Appeal to all to do so as such genuine study channels are hard to come by.
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
In short it is a great video and clear cut understanding of the business model. Thank you
Thanks. I am still holding KEI,MOLDTEC, APL...
Thanks for the detailed analysis on Mold Tek Packaging. It’s Super. 1 antithesis which I could find is they need to regularly keep investing on manufacturing units near to their buyers in order grow as freight cost is a major concern for all buyers. Also a detailed discussion on management team & remuneration would help. Could you also please do videos on Amrutanjan & Ultramanine & Pigments ?
Glad it was helpful!
@@SOICfinanceThanks a lot Ishmohit for the detailed analysis. This really helps in Building conviction on the company in long term. I have few quantities in my portfolio.
Maine bhi niit Ltd lia tha dekh ke wat lag gyi bhai..
NIIT demerger.. financial literacy is important
Anti thesis plastic ban
I m your subscriber since very long time, I hope u have heard your fellow RUclipsr Shankar nath has recommended your channel and said he watches alot of your video...
U always make good videos..
I am holding this stock from last 10 years & will continue to hold
One good thing about mold tek is management is tech savvy
Business ka post-martam kar diya sir...
Very well....🎉🎉
😅🙏
Thanks for in-depth analysis.
Superb explanation of the packaging industry! Just have one question. How much is the packaging cost as a percentage to the total end product cost for different industries?
I feel Thesis is strong. I understood partially the Packing Business .
Why is promoter selling in Mold-Tek? If they do not trust their company why should we?
Promoter sold for 10 years in page where price went from 600 to 33000..Minuscule amounts are ok..
This is an educational video about the business. Not a buy or sell reco by any means.
It's better they sell partiality to sustain lifestyle by paying cap gains of 10% rather than distributing dividends at 34% then having to go through a rights issue for new funding for capex. The kind of growth this company has, it makes more sense to not give dividends.
This is a better way to do it. No problem at all.
@@KC-ge2ui A growth company does not give divided Instead uses the same money for Capex.
Thank you SOIC team . Beautiful analysis and presentation.
Can you please make such presentation on Birla soft and FSL companies which are going to be future multibaggers. Thank you again
A complete detailed analysis. Brilliant work. Thanks
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Thank you for giving us mental models
Excellent coverage on all aspects of investing in a small but growing company.👌🏽🙏🏿
Pl cover on promoter background etc. this will be very useful for retailers.
I am addicted to your videos 😊
Thank you so much 😀
Thanks for such detailed analysis of the business model and financials of moldtek, appreciate the study done for making the video 😊
IML packaging reduces the recyclability to a greater extent and therefore may not be encouraged after introduction of mandatory Recyclates with virgin
Another very detailed and interesting video. Many thanks Ishmohit!
Can you please make a video on how to assess the softer aspect of a company such as mgmt quality, company culture, assessing if a strategy can be successful or not. Thanks
Most underrated RUclips channel
🙏😃
Happy belated teacher's day, thank you for always sharing knowledge
💐♥️it paaji excellent video co can be multi begger in long run keep it up👍
Beautifully explained.. Thankyou soo much...
Most welcome 😊
Superb analysis of Moldtek packaging and holding it in my Portfolio. Hats off.
I’m holding moldtech from almost 2 years now. Thanks a lot for this detailed analysis 😊
You’re welcome 😊
Thesis better than antithesis
It is also supplying to newer paint companies,
Entering new segments, experimenting newer segments as food delivery, which are tamper proof.
Antithesis- petroleum products!
If possible pls incorporate management analysis and recent concall analysis. BTW loved the content already
i dont think soic aware about how big he helpfull for retailers❤, sir pls start PMS service, that will be more and more helpfull for 10 to 25 Lakh capital owned retailers
Thnx SOIC for moldteck packaging and vbl and kei and talbros and gokul
Great session...
Thank you sir
I'm now profit 70% in this stock
Really helpful video.. Specially like company business model explanation.. Competition... Plz make video on EPL & ultramarine&pigments...
I have doubt..margins per kg varied from 42 to 34 so how this is in range of 18-20%?
Holding this company from Rs 245 . conviction strengthen.
holding for the last ten yrs, very strong conviction about the management, product etc
Bhai love your indepth videos. Very well explained.
Superb Information in the video 👌👌👌 Once again really loved the way of analysing the business 💖💖💖
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Learnt a lot about packaging industry. Thanks ishmohit for deep dive fundamental analysis. Your r doing a great job. Keep doing it. All the best 🎉.
Ish, regulations getting tighter on usage of plastics is also an anti thesis
Good point!! They did touch upon usage of recycled plastic in recent concall
What a analysis ! A big n long way to go .keep it up Ishmohit ji
Thanks a ton
Thanks a lot for the detailed analysis❤❤
Glad you liked it!
Always like to watch . Nice treat which add more valued information in knowledge. Amazing sir. Logical analysis. Thank you so much. Appreciate your efforts. ❤
Best regards sir
really thanks ishmohit sir for adding so much value and knowledge, really thanks
Thanks and welcome!
Such a valuable session. Thank u sir.🙏
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Thank you for such quality content. You're the only channel that is producing such good case studies and tutorials..thanks
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. 🤞
Of company gets birla paints then it would be great for them. I got to know about this business from marcellus investment management last year. But i had no in-mold packaging that's the new thing i learnt about this business
Thanks sir. Mold tek packaging is the business which fits all my investment checklist except bit of high valuation and low promoter holding. Second one is major problem for me, why company with such innovative and R&d skills is not attracting its promoters interest to invest in it
Regards
Samarth
Very nice analysis thanks for sharing
Glad you liked it!
Shankar Nath recommend ur channel 👍
Sir ji you are the great ❤
Aisa Hai ki
ROE of 13.9, it has a very Expensive valuation with a 7.4 price to book value
Promoters have decreased their stake in last quarter
Beautiful and in depth analysis ❤❤
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. 🤞
Very nice video for me and I learned lot of new things.
Thank you 🙏🏼
Glad to hear that!
Fantastic analysis 👏 thanks a lot 🙏
Thank you sir for comprehensive videos which common people can comprehend 👍
Great analysis paaji
Mold tech packaging is consistent compounder type business.
Please make video on Deepak fertilisers and petrochemicals.
Dear Ismohit ,
Mold-tek packaging Earnings yield is not Attractive, Earnings yield -3.12%. Let me know your input
Moldtek packaging is FMCG for other business
Please make video in ACI , trading at 30-40% low from Fair value,, FII andDII are investing good money
The group company Mold Tec Tech is also a great company!
Like Berkshire Hathaway letters among corporate letters your vedios are among other finfluencers’ vedios
Bazar me Jo fix design wala plastic balti aur other stuffs bikta hai wo kya IML hai? Ye company kya b2c wala product la sakta hai?
Sirji Stock is already Risen 500%.Pls. Review Rajshree Polypack.Abakkus is Holding 7.50 stake in the Company.If u find it intresting then it will be Double Intresting
Hell yesss!!! Ishmohit Ji, I was planning to watch the video on Sunday itself. But I don't know. I was feeling like I cannot concentrate. That's why I thought I must wait to clear my mind and watch the video with full concentration. And that's what I did today.
As usual the content is top notch! The editing is getting better and better. Keep going team SOIC. All the best!
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Excellently explained the whole concept of different kind of product packaging.
Kudos to you.
Glad you liked it!
Hi Ishmohit, its been an 8 bagger for me. However it remains a small position size as I have repeatedly seen Hyderabad based promoters eventually come up with up some shenanigans! Especially with they owning a listed IT company. thoughts will be helpful. Any thoughts?
Actually that It company is itself really interesting to study!
Didn't understand what u said can u explain what do u mean by shenanigans?
I agree with you. I'm wary of companies from Andhra for the same reason. Not sure why this is happening.
Good God!! I was just wondering why didn't SOIC team didn't upload video on Mold Tek Packaging. Sir , Could you please do video on Asset allocation in equity market as you said Asset Allocation he khaas baki sab bakwas
very detailed and informative analysis. Thank you for sharing.