SONA COMSTAR- India's Tesla?🔥🔴 (Valuations:Overpriced?)
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- Опубліковано 17 жов 2024
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Have covered the valuations here- almost 1 year back. Given the high PE back then
ua-cam.com/video/DAS0j68W5ok/v-deo.html
Amazing analysis. As someone working in the EV industry, I can say this is as thorough a business analysis as it gets. 🙌🏻
Yes...I enjoyed your session.
Thanks for sharing the valuable information about Sona.
I bought a few quantity on Friday.
Love.
Bahot hi chhoti se chhoti aur satik information ke sath detailed analysis...mind blowing...Thank you sir ji..we are waiting for next video...
Thanks Vijay, hope to keep adding value :)
Have you considered buying this at the current valuation, 70 or do you still reckon it expensive?
One of the most astonishing teacher on UA-cam for companies analysis....
Hii Ishmohit,
Tata consumer Product more than 100 ke PE par trade kar raha he
Apko kya lagta he Pe is justifieble or not
Plzz answer ❤️❤️❤️
ਧੰਨਵਾਦ ਭਾਊ.. ਜਿਓੂਦੇ ਰਹੋ... ਰੱਬ ਤਹਾਨੂੰ ਤੇ ਤੁਹਾਡੇ ਪਰਿਵਾਰ ਨੂੰ ਤਰੱਕੀਆ ਬਖਸ਼ੇ.... ਬਹੁਤ ਕੁਝ ਸਿੱਖਿਆ ੨੨ ਜੀ ਤੁਹਾਡੇ ਤੋ ਤੇ ਸਿੱਖ ਰਹੇ ਆ.... ਸੇਅਰ ਅਕੈਡਮੀ ਦਾ ਵੀ ਧੰਨਵਾਦ ਜਿਨੇ ਤੁਹਾਡੇ ਬਾਰੇ ਦੱਸਿਆ.... ਸਰਦਾਰਾ ਮਾਣ ਆ ਤੇਰੇ ਤੇ...ਵੀਰ👏👏👍👍👍
brilliant research. great slides. Think its a super company to buy when mkt crashes. Invest small amt and forget it...optionality play like TIPS, saregama.
Subscribed soic 3 days ago....Now watching all old videos......soic is university of investment
Thank you so much for your kind words :)
Great analysis. Currently Top line growth: TTM 25 %, PE: 76 %. @soic Do you think it is fair value?
Always mesmerised by the way you go into the granulars of the business and still make it so simple for the audience. Another fab video. Sundays remind me of when I used to eagerly wait for Jungle Book.
Thank you so much for your kind words Dr Amitabh :)
You are doing a good job. Please make a video of high quality shares which can be accumulated for a long term in the next 5 to 10 years and 25 to 30 years period. Becoming wealthy shd be the concern of retail investors.
Sure Abdul :) To checkout our playlist
I bought @ 330 on Listing Day
I'm very excited and optimistic on EV Theme
Speechless for such in-depth analysis . Hats off to your efforts . Regards Team SOIC. 👍
Sir ab iska pe ratio 75 aa gya h... Abhi entry lena sahi rahega?
Thank you for watching our video. 😃 Please read our disclaimer in the video & the description. We don't give any buy/sell/hold investment advice or recommendations or provide any Portfolio Management Service, since we're an educational organisation.
We strongly believe that conviction cannot be borrowed. 🙏
Sunday with Soic is a good way to increase our knowledge.. Thanks sir
Thanks Ramesh :) Hope to keep adding value
What will be ideal PE for sona comstar ?
yes i just read their investor presentation and saw the latest interview by MD, interesting one after KPIT in EV space!
Best buying price sona com????
Thanks sir bahut details me aap ne study share ki. Aap pi mehnat se hmlog ko bahut support mila hai fundamental analysis karne me. Thanks guru jee.god aapko khub tarakki kare.
Thank you humme yeh moka dene ke liye. 😃🙏
Tide water oil good to buy?
Analysis please
Sonacoms or Endurance??
I'm holding 300 stocks of Sona comstar at the rate of 460 for the next 15 years,
Is it good or need to do some change in my dicision ?
Should we invest at current prie
I had got the IPO, have been holding it since then.
Is Sona comstar and SONA BLG PRECISION FORGING one and the same ?
I have same doubt
nice presentation…one thing is missed..they have recently own a contract with mass market EV manufacturer for Differential gears..which will open the gates for them for other mass market 4 wheeler players…
Thanks Debasis for highlighting the same :)
Did you find any accounting problems based on your financial shenanigans checklist?
Not as of now. Will keep on tracking although :)
"hello investors is now my favourite word" ❤️
Thanks :) :)
I like “Hello SOIC students “ better 😊
Nobody can do it better than Ishmohit. You are bringing out quality analysis those were only with big investors and fund houses so far. Other youtubers will find it hard to match you. Thanks you.
Hi Ishmohit, this is common knowledge as it was evident from the time they filed drhp. "North America gives a significant amount of EV business to company" and only Tesla was the obvious answer if we connected the dots. The stock is up 2.5X since then and hence most of Tesla play is built into the price.
Membership link?
In the description. 😃
Quite Informative & Well Presented... & NO dislikes... says it all..
Thank you for sharing your feedback Saumil. 😃🙏
We are glad our content was engaging and informative for you. We hope to continue to add value to your knowledge and investing journey. 🙏
What is the ideal P/E ratio according to you?
Is there any moat
I am work in automobile sector & dear Sir u explain excellent.
Thank you so much :)
Sir Is there any reason for u not holding this ?
Though may be high pe but there are huge tailwind and considering the future it is totally justified I think? What is ur opinion sir?
KINDLY KEEP ON I SEE THE BETTER SPIRIT OF YOUR RESEARCH IT'S HIGHLY-RATED APPRECIATED.
Hello Ish.. Can you provide a presentation, please? I could not find any presentation in above link.
Hello Ketan, sure. We have uploaded on- soic.in/visualization
@@SOICfinance Thank you very much and Highly appreciated your study regarding stocks. I really like your approach towards investing in the stock market.
Hi Bro loved your Analysis ,As I am using Electric Vehicle I would like to know more about It ,WOW, what an awesome Analysis of a Stock, complete detailed Allover information Analysis 🙏🙏👍👍 ,Hi Bro please let me know What is the Intrinsic value of this stock SONA Comstar & now Today 17/08/22 This stock is falling due to 34 % Stake sale & At what level should I enter 🙏🙏👍👍
So knowledgeable video. Thank you SOIC for such a deep analysis. It's really helpful.
Thanks Gaurav for your kind words :) Hope to keep adding value
Anytime soic uploads a video or does a deep dive webinar … rest of the day twitter feed is full of thankyou and gratitude msgs to soic n ishmohit … like so so many notifications
It just show not only the quality of ur videos but how people feel connected to u by ur down to earth personality
U r really a boon to retail investors although m sure analysts and all must b also following u
Onwards n upwards 🙏🏼👌🏼👍🏼
Thank you so much Avinash for your kind words :)
Not able to find the company’Sona Comstar’ ! Is it Sonata Software Ltd?
Sona Comstar eDrive Private Limited 😃
Bhaiya is 70pe is justified or not for this share .. By seeing it's future potential?
Commendable analysis ,
Impressed
Aapka Monopoly channel hai . because we can't compare to other stock market channel 😅❤..your channel is best ever
after share academy ❤
Thank you so much for your kind words Akash :)
Your presentations keep getting better. Excellent work on company However one should not comment on peers based on rudimentary information 🙂 varroc won't go bankrupt unless the auto slowdown continues for next 2 years.
Hint: Look closer
This has been amaaazing! Very impressed by the fundamental analysis for Sona Comstar. Next level! 🤘🏻
Question - how do I as a person, working a full time job be able to put in so much effort into analysis?
I know that subscribing to memberships will help, but again, what if there is some business that I personally want to analyze that are not covered in the videos that are offered to members.
What would you suggest people like us should do? 😅
Good question!
Already covered 70+ businesses out of 200 worth covering in India :). Membership is a blueprint to teach analyses. You only need 15-20 companies at the end of the day!
@@SOICfinance Understood, thanks a lot!
Most Welcome Akshansh :)
@@SOICfinance I am certified Financial Planner. It is a wonderful video that you have made. By chance can you tell me about any course which I can take up to study companies I am investing in?
@@SOICfinance can't understand
Very nicely presented 👏🏻
They are attempting to manufacture magnetless powertrain in collab with Israel IRP.. game changer with solid competitive advantage.. though this may take 1 or 2 years.. once done, this will remove dependency on china, will eliminate price fluctuation of raw material
1 of 6 employee is into r&d
Invested 😊
thanks sir apka video dekh ke hm neogen chemical liye the bhaut mst profit hua hai
No recommendations, only meant for educational purpose.
Super explanation ishmohit !!👌👌
Yesterday I received the DIWALI GIFT from SOIC......
THANKS A LOT BROTHER
Most Welcome Shariq :) Hope to keep adding value
Magical explanation.
If have to invest in 20 companies, then how much in large, mid & small cap companies to invest
We teach portfolio building in detail in SOIC Membership- www.soic.in (Tough to explain in detail here as content on the same is more than 4 hours)
Amazing 👏.... Thumbs-up for your Work👍
Neogen chemicals vs tatva chintan vs clean science among this stocks which is more beneficial for electric vehicle manufacturer ? Plse make a video on this sir
Sure, we will make it soon. Stay tuned
@@SOICfinance waiting eagerly for it
Pse rank in order of priority Clean Science,Privi Speciality,Neogen,Tatva Chintan
Iam a bit confused to choose
It will be great help
With regards
Differential give Different relative speeds to various wheels .
Thanku sir apki help k liye ........🙂
Thank you for the detailed analysis.. Learnt lot of new things necessary to understand the ev sector!
Thanks Tej for your kind words :)
Yes ....I liked the session...it was outstanding
Thankyou sir great, 566 range around 100 with me add or wait
Amazing analysis brother....Very educational. Best of luck 👍
Thanks Vijay :)
Great analysis sir as always easy to understand.
One question if I take your membership then can I see all your previous Webinar and sector analysis or whateve you taught before.
Great analysis
Very helpful video sir
Please make and update video on Sequent
Another Great analysis, could you tell me endurance technology is a good company or not?
Sir you are great master for analysis in India
Can you ever get tired of such awesome person who share awesome indepth analysis?... Who does this kind of painstaking work from ground up?... Who does all this and still shares it for free?.... Who does it in concise manner so that you save hours /weeks of your time?.... Only one who is loved by Gods!
Thank you so much for your kind words yuvaraj :)
sir it's Mcap is around 44000 cr don't you think it's over valued?
yes. Thanks
Amazing analysis. As someone working in the EV industry
SOIC is a treasure of equity markets !!!
Excellent work superb review
😃🤝
Yes ,sir Maja a gaya , bahut knowledge. Mila sir , thank you so much, apki mehenat bahut perfect he , aj tak mene kabhi nahi dekhi , Aur na hi apke jisa koi nahi he ..
Thank you so much for your kind words
Varroc's revenue from 4w is 62% & from 2 w is 34% , revenue from india is 34%( from bajaj 19% top customer in india) & indian standalone business reported profits in current quarter
Hi Ishmohit. You mentioned you have shared the stocks in your portfolio with SOIC tribe however I don't see it anywhere on the website. (PS: I have taken the SOIC membership). Could you please tell where it is available exactly?
Also, just wanted to thank you for the amazing content you have put in the course. :)
Soic continuous classes
Module 8: Soic watchlist
Hello, it is available in SOIC Continuous classes. If you are finding any difficulty, do let us know on info@soic.in
Yes, enjoyed and benefited very much. Thank you, Sir
Most Welcome :) Hope to keep adding value
Wonderful session and rightly timed. Will add on dips in current market fall.
Thank you @SOIC
Most welcome :) Hope to keep adding value
Thanks Dost Neogen sahi nikla :)
Hello, no recommendations, only meant for educational purpose. Our motto is to tell you everything about the business along with Anti-thesis pointers highlight risk that can take place
I have question regarding China plus. China stop producing some chemicals or API and it is a big opportunity for Indian companies. Pollution will also effects India, if India decides to follow China policy then how it is going to impact the Pharma companies? Thank you.
Beautiful Analysis...!! Loved it...
Thank you Shivam :)
your knowledge is just amaging ..
Thanks Mukesh :)
Thanks for this video bhai. Good content
Hi Puneet, thank you for watching our video. 😃👍
We appreciate your kind feedback. We hope you continue to learn along with us! 😁
Differentials gear will be of past.as direct motor will be move wheel
Thanks for such an informative video. Amazed to see that as of now 1.2k likes without a single dislike, this shows the brand value of SOIC. Great🙏
Dislike button is not count any number in new UA-cam update.
Wonderful presentation... so much learned today..... holiday well spent..
सर जी नमस्कार
एक बार फिर ज्ञान भरा अध्याय के लिए बहुत बहुत
धन्यवाद
Thankyou for your wonderful presentation and a deep dive into the future of EV ancillary component manufacturing. It has been a thoroughly enjoyable and informative session.
Hello Sir, Comprehensive content as usual.🙏 What you think about GTPL Hathaway. Cable TV and Broadband. Can you share your opinion on the Management and growth?
ishmohit, I think you missed Anti thesis pointer for sonacoms ?
Most credible of youtuber in finance 👌👌
Thank you Krishna :)
Hello sir
Your way of presentation is extremely good and the way you responded the question is just awesome
Thanks a ton
A few mistakes in the technical explanations. Evs don't need higher torque. It's just that high torque is available right from the start unlike in ICEs where maximum torque is only available at a certain RPM range. If you check for Nexon EV vs Diesel. Diesel has higher torque 260 NM vs 245 for EV. Tesla is a fast car because all of that torque is available instantly but still, ICE-based supercars have higher torque figures so demand in better differentials isn't going to go up radically as EVs grow. But this company surely looks well placed to benefit from growth in EVs.
I was also confused about this. The correlation between torque and demand for differential is a bit misleading. Because the need for differential goes up when more complexity is added i.e. in the case of 4WD / AWD. This is needed in order to change the flow of power transfer to front wheels or back wheels depending on the road conditions or the driver's need.
That being said the company is really good. Their group MD has also said that they have started shifting their products from ICE to atleast hybrid electric much ahead of time.
And excellent video Ishmohit and rest of the team. Really an in-depth analysis. No one can really match your analysis.
Excellent knowledge and analysis
Thanks Charanjit :)
Excellent एंड indepth information really hard work done 🙏🏻 great
Yes visible
Can you enable subtitles plz
Sure Rajesh, team is working on the same and it will be done by tomorrow :)
Ishmohit, What's your take on Endurance Tech?
We will soon cover it, stay tuned :)
Hi Ishmohit, This wonderful analysis was done a year ago when the share was holding good but considering the present situation please update the content and also provide your views for this year and what direction the stock may move further.
Hi!!
Updated as a art of top 10 overvalued stocks, just 1-2 month after this video