🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs
SOIC is doing very good analysis. Only problem is, all his selected stocks so far are momentum, trending ones, and mostly in overvalued zone. Please analyse some fundamentally good stocks which are out of flavour now.
See their analysis of IDFC First bank (out of favour stock). See their analysis of Deepak nitrate, PI Industries, Balkrishna industries. Those are 1 yr old and the stock price moved heavily. You can't say a stock just by looking at the PE ratio alone. Ive found their channel recently. You can see the recent analysis and do your own research to see what is the potential or whether it matches with your investing style or not.
@@believeinyourselfrob4378 I own Acrysil much before it became a trend. My point is don't put videos analysing only the stocks which are trending now. Analyse which are under valued now and can rise in future.
Sir kindly make a video for a portfolio for children...so that we can invest for their future education...u guys doing great job...looking forward for your response..regards
He said many times in previous videos that he doesn't want to sell fish but teach how to fish. Also, please don't fall for any marketing gimmicks like "children portfolio", "retirement portfolio" etc. These are early financial mistakes that everyone makes. Also as Ishmohit says "See the business as an evolving movie rather than a static picture" . So there cannot be a " children portfolio", these are just marketing gimmicks. While investing we need to change our mind if fact changes.
If you want things such as children's portfolio better invest where there is fixed return as in stock market there is nothing fixed. You should study yourself instead of relying anyone. Telling by experience.
@@insaneankit5554 thanks...well I have been in the market now for about 5yrs...and do understand the risks involved out here..I honestly feel it's difficult to make any loss in stock market, unless u have chosen bad companies or not given ample time for the fruit to ripe... I wanted to know what kinds of buisness are there to sustain and show growth in long run, apart frm FMCG... Anyways thanks for ur advice, will keep in mind
Thankuu so much Ishmohit for Video on Acrysil... Long waiting... Please consider following companies in future 1) Stylam Ind 2) Ganesha Ecosphere 3) Eco Reco ( Very small company but unique )
Acrysil has major competition in the domestic business where there are a number of local manufacturers making quartz sink starting at the price of 4000 under Make in India initiatives.. I recently bought a quartz sink from a local shop at this price.
No doubt u have a wonderful way of explaining fundamentals of listed companies but i think u r more focused on stocks which have had a great run in last 1-2 years. I assume it could be more interesting and profitable to understand some new stocks which are poised for great run in future.
Already been owning chemicals, pharma and Financials. This is my circle of Competence and had worked well for me :) incrementally shifting to Financials. Given no one likes them today
As an retail investor I only know big companies or Big brand companies But you bring some totally new companies and sectors which increases our Analysis and observation
Entered around 130 @ recommendation of Sandeep Jain ( Jaipur wale) and bulked up around 180. Now holding very comfortably. Expecting price to close in 1800 range by 2023.
I haven't seen any better analysis than you do,its another level.Keep up the good work. Watched all of your analysis. Eagerly waiting for the next video.
Hai sir I am from Andhra Pradesh last two months back I watched your video now I completed your all video your way analysis is next level After seeing of your play list seeking wisdom & book review I changed my way investing :) Pl make this type of videos sir
Average realisation has grown from 3,000 to 5,500 in 20years?! If you consider inflation at 6%, 3,000 should become 9,500. So are you saying their realisations haven't even beaten inflation rate? Why would anyone invest in such a business?
I wouldn't assume a general 6% CPI inflation to be true for a product like a quartz sink. Many laptops/cellphones have actually become cheaper over the years or have not grown in price at 6% level either, doesn't mean they are bad businesses. In addition, many industries strive to keep prices lower than the rate of income growth so as to keep product prices attractive, but their own value addition/sourcing work could mean that gross profits may have risen more than avg. realisation.
At the end of presentation where u mention currently risk reward ratio is not favourable leave us with home work to study it further That’s great learning Thanks
Happy to See Another Deep dive in Business. Fortunately this is My First Pic In last November through Fundamental Analyst. Thanks a lot. Always Exited about your Videos.
If you ask a barber do you need a haircut, they will obviously say yes :D My house has some local sink and havent replaced in 10 years. Who replaces sinks in 5 years after paying 50k for it?
Wow just before watching this video. I was in economics class where in ma'am was discussing determinants of demand in which third point was change in taste and preference..😂
Another excellent video from the house of SOIC. Each and every time get to learn something new about a company that is unknown. Any update on Neuland's result podcast?
🙏, very informative and insightful video sir, kindly keep doing this wonderful analysis of stocks which is very helpful to small retail investor like me. Thank you very much sir.
The MD of the company, Chirag Parekh has repeatedly mentioned that he wants the company to be positioned in the luxury segment and not in the mass. Even being called a luxury company, the margins remain average. In India brand is not famous inspite of it being for more thn 3 decades now. Overall an okay kind of company and management with strong tailwind with them.
Do you recommend to buy with long term? Stock has run up 8-9 times over a year. May the story sounds good? Is this Moat not there in Kajaria or Cera?? I mean, if one has to just overlook past 1 yr run up, can still buy for gains due to recent expansion done and orders???
Please consider ur study in DP wires The steel strand very future product in india...especially for hollow core slabs in construction industry......wholes slabs in construction industry will replace by this hollowcore slabs bcz its very cost efficient and very productive and main thing in this hollow core slab is steel strand
Hi Subhash!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content is interesting and insightful for you. 💯 ming content by checking our UA-cam Community Page. We hope you continue to learn along with us! 😁
🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/
🎞 Link to the presentation: soic.in/visualization
📰 Link to the SOIC Newsletter: soic.in/blogs
Q
Qq
SOIC is doing very good analysis. Only problem is, all his selected stocks so far are momentum, trending ones, and mostly in overvalued zone. Please analyse some fundamentally good stocks which are out of flavour now.
See their analysis of IDFC First bank (out of favour stock). See their analysis of Deepak nitrate, PI Industries, Balkrishna industries. Those are 1 yr old and the stock price moved heavily. You can't say a stock just by looking at the PE ratio alone. Ive found their channel recently. You can see the recent analysis and do your own research to see what is the potential or whether it matches with your investing style or not.
A valued comapany never overvalued, for long term at 1800 IRCTC was overvalued for many people now u can see
@@vision6482 an overvalued stock can stay overvalued for a very long time
I have been tracking it for last 10 months and bought today only...u may be right in wrong sense🤣👍
@@believeinyourselfrob4378 I own Acrysil much before it became a trend. My point is don't put videos analysing only the stocks which are trending now. Analyse which are under valued now and can rise in future.
My Acrylic investment became 2x today
Very happy to this video ☺️
You’re doing great service bro, your analysis is next level. Hats off to your efforts!
Sir kindly make a video for a portfolio for children...so that we can invest for their future education...u guys doing great job...looking forward for your response..regards
He said many times in previous videos that he doesn't want to sell fish but teach how to fish. Also, please don't fall for any marketing gimmicks like "children portfolio", "retirement portfolio" etc. These are early financial mistakes that everyone makes. Also as Ishmohit says "See the business as an evolving movie rather than a static picture" . So there cannot be a " children portfolio", these are just marketing gimmicks. While investing we need to change our mind if fact changes.
@@AkashBhalla 😂😂
@@udiptaborah nice explanation 👌👌
If you want things such as children's portfolio better invest where there is fixed return as in stock market there is nothing fixed. You should study yourself instead of relying anyone. Telling by experience.
@@insaneankit5554 thanks...well I have been in the market now for about 5yrs...and do understand the risks involved out here..I honestly feel it's difficult to make any loss in stock market, unless u have chosen bad companies or not given ample time for the fruit to ripe...
I wanted to know what kinds of buisness are there to sustain and show growth in long run, apart frm FMCG...
Anyways thanks for ur advice, will keep in mind
The best part is you talk with dealers and customers. Your dedication to research business is on a different level👏🏼👏🏼
Thanks for your kind words. Glad you liked it :) Hope to keep adding value in your investing journey
Very true. Never heard any UA-camr doing it.
Away from the SOIC's routine pharma and chemical sector stock analysis. Something new. Thankyou
Thankuu so much Ishmohit for Video on Acrysil... Long waiting...
Please consider following companies in future
1) Stylam Ind
2) Ganesha Ecosphere
3) Eco Reco ( Very small company but unique )
Have been invested in acrysil since 300 level your video has given me extra confidence to hold it for long. Love from Share Academy family!!
Bhai 300 se hin Ayaan sir ne recommend kiya tha ... Man mai etta piche kese chut rha .. 🥺🙄
@@jaggjitchawla1315 👌👌
@@jaggjitchawla1315 OP sir ... investing like af ❤️❤️❤️
Btw help us too man .
PoorWe 🥺🥺
Acrysil has major competition in the domestic business where there are a number of local manufacturers making quartz sink starting at the price of 4000 under Make in India initiatives.. I recently bought a quartz sink from a local shop at this price.
It is a contract Manufacturer targeting globe
Look at it like that !!
@@TheAnhsirkamar yes only global...in the domestic market they can't make much profit. Local products are half the price of what they sell at.
Amazing content
@@TheAnhsirkamar Fully agreed, quality is way better too in terms of finishing
Competitor are from Morbi based quartz and ceramic factories
Excellent , as usual ! You have set a very high standard! Continue the good work!
Paji again you are great 🙏🙏🙏❤️❤️❤️💐this is one of my favorite channel, very good research, thank you so much for your hard work 👌❤️💐
No doubt u have a wonderful way of explaining fundamentals of listed companies but i think u r more focused on stocks which have had a great run in last 1-2 years. I assume it could be more interesting and profitable to understand some new stocks which are poised for great run in future.
Already been owning chemicals, pharma and Financials. This is my circle of Competence and had worked well for me :) incrementally shifting to Financials. Given no one likes them today
As an retail investor I only know big companies or Big brand companies
But you bring some totally new companies and sectors which increases our Analysis and observation
From long time Acrysil is on my radar but by your this video in HINDI my views have changed, Love to watch videos in HINDI.
Sir one kind request.could you please do videos in english..
double like, a company and industry I don't think anyone had looked at recently!
In the last one year it's rallied more than 600%
Thought to invest when it was 200+ but couldn't understand the fundamentals.. 😭
@@mahendraa fuck yaar scchi kya 🙄 😭
@@mahendraa same thing with me...😢tracking from 220 levels but suddenly price skyrocketed.. 😔
I enter in this company at 334 and add more at 580.
Entered around 130 @ recommendation of Sandeep Jain ( Jaipur wale) and bulked up around 180. Now holding very comfortably. Expecting price to close in 1800 range by 2023.
Very interesting presentation . Thanks for introducing us to new companies .
I haven't seen any better analysis than you do,its another level.Keep up the good work. Watched all of your analysis. Eagerly waiting for the next video.
Great !!! Eagerly waiting for the Large Cap top 10 :)
Excellent work soic.....one of the best youtuber in business anlysis
Aap k efforts ko...... like banta hai sir 👍
Love the way you explain it in hindi. It makes easy to understand. Thanks 🙏🙏
Personally I think research and commentary perfect
We eagerly wait for you dear,,, you are very intelligent person 😍 love you ❤️
Hai sir
I am from Andhra Pradesh last two months back I watched your video now I completed your all video your way analysis is next level
After seeing of your play list seeking wisdom & book review I changed my way investing :)
Pl make this type of videos sir
Amazing editing sir
Average realisation has grown from 3,000 to 5,500 in 20years?! If you consider inflation at 6%, 3,000 should become 9,500. So are you saying their realisations haven't even beaten inflation rate? Why would anyone invest in such a business?
Only Quartz sink realizations are somewhere close to Rs.6000
other parts I agree with you
I wouldn't assume a general 6% CPI inflation to be true for a product like a quartz sink. Many laptops/cellphones have actually become cheaper over the years or have not grown in price at 6% level either, doesn't mean they are bad businesses.
In addition, many industries strive to keep prices lower than the rate of income growth so as to keep product prices attractive, but their own value addition/sourcing work could mean that gross profits may have risen more than avg. realisation.
Complete in-depth analysis, very interesting. Good job. Eagerly waiting for next video
Ishmohit never disappoint ❤️❤️
At the end of presentation where u mention currently risk reward ratio is not favourable leave us with home work to study it further
That’s great learning
Thanks
La opala rg ,amrutanajan, niit and acrysil
Looks interesting
Keep an eye guyz
Your full coverage of 20 hidden gems.
Thanks Promod :)
Hat's Off Sir Superb Deeply Study of Bussiness
Acrysil added in my portfolio yesterday.. Thank you SOIC for detailed insight
Ohh bhaisaab keya solid content hain.... Hats off @ismohit bhai... So much dedication 👏🏽👏🏽
Happy to See Another Deep dive in Business.
Fortunately this is My First Pic In last November through Fundamental Analyst.
Thanks a lot.
Always Exited about your Videos.
Who are you man? how do you have so much focus when learning I’m dam impressed by your review about a company hats off.
Thank you 🙏 & Glad you liked it. Hope to keep adding value in your investing journey :)
I liked the way you explain..a very good /new message ..on your jersey..no ads...deep knowledge/study..on selected topic.. thank you...
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
Once again, you explained acrysil in a very smart way, I like your explaining power
Analysis is good... great video. Acrysil may now do 550+ cr revenue in this fiscal year(FY22).
What is problem with neuland lab?
सर् जी no word for u ... Ur analysis and your depth data is super s bhi upperr
भाई आप जड़ से शुरू करते हैं मजा आता है।। इंट्रेस्टिंग 😊😊🥰🥰🥰❤️
brilliant analysis
Thanks :)
Dear I never knew abt quartz sink till now. Fantastic business of Acrisyl came to know today class analyzing of each picks by u I see every one
If you ask a barber do you need a haircut, they will obviously say yes :D
My house has some local sink and havent replaced in 10 years. Who replaces sinks in 5 years after paying 50k for it?
Superb in depth analysis with greater depth. Hats off.
Wow just before watching this video. I was in economics class where in ma'am was discussing determinants of demand in which third point was change in taste and preference..😂
On a lighter note, one doesn't need an economics class to know this fact 😆😆
Great education point by point on every topic thanks
Analyse Security and Facility Sector please.
No words 🙏🙏 Just hats off sardar ji 👍👍
If fundamental analysis is in Olympics, SOIC gets the GOLD!
Thanks!
.Your way of analysing is at another level... MOAT channel on UA-cam :) ....i have ever seen ....Thanks a lot Brother..
Thank you Mohit sir for analysing new industries waiting for your next video
Hats of to your anlisie sir
super cool... super like... keep it up dear
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
Very good Analysis sir
I like his conviction.
Very good analysis sir...investor also think themselves.
Another Masterwork…thanks for taking us to new avenue as you always do…Wish you a god speed….💐
Excellent Video
What a great insight you are always provide......thank you
Excellent video
thank u team soic
Ishmohit sir you are my inspiration..
One of the best week you made of my life..
Keep going sir
May god bless you with enormous wealth..
Excellent as usual. Please make a video on india pestisides.
Sir great analysis holding acrysil since 100
Great in-depth analysis !!
Thank you, glad you liked our content 😃🙏💯
Another excellent video from the house of SOIC. Each and every time get to learn something new about a company that is unknown.
Any update on Neuland's result podcast?
You are simply great 💐💐🌹
Can I get the link to comaprison between neogen and aromatic chemical..where ishmohit has discussed about a chemcial ev company as well
Great learning
Could you please share your perspective on GMM Pfaudler? I would like to know how you figure out flaws in it.
ROCE dilutive business- international one they have merged with
You are requested to make a video on Prism Johnson Ltd.
Very nice analysis 😍 Hats off 👌 Love from share academy
Excellent Analysis
🙏, very informative and insightful video sir, kindly keep doing this wonderful analysis of stocks which is very helpful to small retail investor like me. Thank you very much sir.
Every video has some learning ...thanks 🙏🙏🙏
Great analysis.... Request analysis for Nureca please
Good analysis bro 👍🏼
Sir, what is your view on 1 trillion dollar Infrastructure Bill passed by US Senate and it's advantage for Acrysil?
Great insight 🙏
Its in my pofolio now I can confirm
Very interesting analysis, your views multidimensional with strong back up of comparative analysis of emerging concepts
Mind-blowing analysis. Scuttlebutt section is of course value addition. Taking research to a new level. Incredible job Ismohit. Wish you all the best.
The MD of the company, Chirag Parekh has repeatedly mentioned that he wants the company to be positioned in the luxury segment and not in the mass. Even being called a luxury company, the margins remain average. In India brand is not famous inspite of it being for more thn 3 decades now. Overall an okay kind of company and management with strong tailwind with them.
agreed!
Thank you sir for sharing such a nice information 🙏💐
Thanks Manoj for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Do you recommend to buy with long term? Stock has run up 8-9 times over a year. May the story sounds good? Is this Moat not there in Kajaria or Cera?? I mean, if one has to just overlook past 1 yr run up, can still buy for gains due to recent expansion done and orders???
Please consider ur study in DP wires
The steel strand very future product in india...especially for hollow core slabs in construction industry......wholes slabs in construction industry will replace by this hollowcore slabs bcz its very cost efficient and very productive and main thing in this hollow core slab is steel strand
Hats off brother amazing detailed analysis
Paaji nice analysis. The sink industry will not grow at a good rate, so the only option is product portfolio expansion.
Thanks Harcharan :)
Hats off to see a quality ppt.
Thanks
ek dam right information sir
Sir hats off ❤️ added this to my portfolio
Great analysis
looks interesting at current levels. Bought today at 530. Will add more if it falls further
Wait in my view, given US housing demand is declining
@@SOICfinance Thank you so much for replying! You are right, US housing slowdown due to Fed hike is a short term uncertainty.
Pls analysis fairchem organics
It would be great to have an English Version or at least Eng Subtitles
It will be added by tomorrow for sure
Really great analysis, quite new perspective. You are doing really good job. hats of to you and your team.
Thank you Soic
Hi Subhash!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content is interesting and insightful for you. 💯
ming content by checking our UA-cam Community Page.
We hope you continue to learn along with us! 😁