Name a channel which is as informative as SOIC and I"ll change my name. Bro, you're doing a fabulous job. Exceptionally good business analysis. Thank you!
I cannot say that it is more informative. But yes I can assure it is equally good as SOIC. That channel’s name is CA Varun Agarwal. U should definitely pay a visit to it
Some other key risks: -Criminal Case against one of the promoters, well covered in the DRHP -Ethylene Oxide which is one of the key Raw Materials (Forms 6-7% of RM Costs) is only manufactured by one major supplier, any shutdowns can impact the Production of Galaxy Surfactants
The valuation analysis at end is spot on! Valuation at such premium PEs always need a high growth trajectory.. otherwise it can be indeed an opportunity cost!! 👏
You're spot on with the valuation argument. Galaxy can be a consistent compounder in terms of earnings, but at a slow rate and so multiples may flatline soon
I don't know to appreciate your hard work you and your team do to create these video for us . I am not an active investor but I always eagerly wait for your in-depth informative analysis . I come here for knowledge . Thank you ...May God bless you and increase your and your team knowledge . Thanks Anwar
This is a moat business with patents. Petchem based ingredients moving to green chemistry is a marathon trend over next decade. Look at what unilever is saying about carbon neutrality. Look at the Galaxy management commentary for Q2FY21 and analyse the results, your conclusion will change.
Hi Shyam!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We're stoked to know that our content was gripping enough to sustain your attention for replays! 💯 We’re glad our content was comprehensive and super engaging for you. 🙌 Please keep yourself updated about SOIC's upcoming content by checking our UA-cam Community Page. We hope you continue to learn along with us! 😁
Hi Manish! 😁 Thank you for watching our video. We appreciate your feedback. 👍 We’re glad our content was comprehensive and Interesting for you. 💯 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our UA-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 and ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry 🆕
Hi! @Mr Hoodi 😁 Thanks for watching our videos! We appreciate your inputs. 💯👍 ➡️ Do subscribe to our channel! ⬅️ 🆕 Check out our latest blogs on Neuland Labs: What are Peptides?: soic.in/blog-description/neulandlabs and ICICI Securities: soic.in/blog-description/icicisecurtities
Thank you for watching our video! @Vamshi Krishna 😁 We hope you continue to learn along with us! We appreciate your feedback and support.😁👍 Watch our upcoming video on Dmart vs Walmart on Sunday at 11 a.m. ! 🆕 Check out our latest blogs on Neuland Labs: What are Peptides?: soic.in/blog-description/neulandlabs and ICICI Securities: soic.in/blog-description/icicisecurtities
Good analysis, Management has hungry to grow and higher roce but slow and steady phase of growth.my suggestion is Try to present (2015 to 2020) one recent IPO company and then earlier companies.
Glad to have found your channel brother. Impressive content, detailed and to the point. Much appreciate it, absolutely love watching your videos, going through all your videos.
Hi Manoj! 😁 Thank you for watching our video. We appreciate your feedback. 👍 We’re glad our content was informative and engaging for you. 💯 We hope you continue to learn along with us! If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our UA-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 and‘Alcohol Industry’ soic.in/blog-description/alcoholindustry 🆕
Very good presentation. You have simplified a very complex business for investors to understand. Can you please do videos on PSU stocks. Very well managed PSU stocks with good growth and attractive dividend s are available below their book value. What are your views on Gail, Cochin shipyard, hudco, engineer's India..
Wonderful video, very educational specially the breakdown of business and application of value added products And a very valid point about opportunity cost towards the end Thank you :)
Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs This is not a recommendation at all. Only meant for educational Purpose
Your explanation and study of business amazing. I request you to make videos only in English. I'm sure you will rock as number 1 you tuber in India on stock analyst
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Paaji thoda hass vi leya kro :) But, jokes aside .. you and your team are giving us some great insights! I will surely try to recommend this channel to my friends and family!
Please analyze bajaj finance in detail its past and its future.. how and why its business is grown and how can we pickup other bajaj finance from the early part of its business cycle
Thanks Onkar for your kind words :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs
Excellent analysis. Sector to which company supplying is well penetrated. It would good if you could find some idea not well known to public and future prospectus is very good
Brilliantly analysed, I have seen your previous videos as well but in this video you seemed to fumble in video and looked a bit nervous. Hope u overcome this in all new videos 👍cheers... Good job
Will check, because global sales projected to .59 billion and indian sales 0.61 billion by 2024 So Indian Market will be bigger than global market... Highly suspect
Great video, but just a small recommendation from my side. The presentation part (slides) are getting very blurred in the video, it would be helpful if you can get rid of that.
@@rushilshah8806 22nd of November from 11am-1pm, and recording of the webinar + a detailed sectoral analysis pdf will also be shared. Hope to see you inside the session :)
Having an option in in investing the same money in faster growing companies, that is what opportunity costs are. Always unseen, but very important in investing.
Hi Bro, You are putting forward insightful analysis with great research. Please advise or suggest from where we can get access to company future plans or board meeting notes Thanks in advance
Hi, webinar would be conducted via zoom Link for the registration and other details: rzp.io/l/HXLUHDa6b0 Recording and a detailed PDF will be shared after the webinar. Thanks :)
They won't, feedstock is really volatile and has very pool returns on capital, they are still maintaining their margins doesn't make much sense to do so
u very well analysed suven pharma. It's Business is interesting but the board has no more interest in its business, would you update us on suven pharma ?
Name a channel which is as informative as SOIC and I"ll change my name. Bro, you're doing a fabulous job. Exceptionally good business analysis. Thank you!
Thanks Vanshaj :)
I cannot say that it is more informative. But yes I can assure it is equally good as SOIC. That channel’s name is CA Varun Agarwal. U should definitely pay a visit to it
@@money_talks_bullshit_walks Sure I'll try!
@@money_talks_bullshit_walks i also follow varun kumar but the SOIC is just on another level.
one channel i would like to recommend is "ace ink"
Some other key risks:
-Criminal Case against one of the promoters, well covered in the DRHP
-Ethylene Oxide which is one of the key Raw Materials (Forms 6-7% of RM Costs) is only manufactured by one major supplier, any shutdowns can impact the Production of Galaxy Surfactants
Oh that a big rosk
Risk
The valuation analysis at end is spot on! Valuation at such premium PEs always need a high growth trajectory.. otherwise it can be indeed an opportunity cost!! 👏
Thanks :)
You're spot on with the valuation argument. Galaxy can be a consistent compounder in terms of earnings, but at a slow rate and so multiples may flatline soon
Thanks Vineet :)
What a commitment in gathering info. Nothing left except for those things that are in the promoters mind.
Thanks Vijay :)
SOIC thank you for raising the bar of Analysis
Glad you liked it Prakhar :)
thank you so much sir for such an excellent indepth presentation.your hardwork and effort is exceptional.
Glad you liked it :)
I don't know to appreciate your hard work you and your team do to create these video for us .
I am not an active investor but I always eagerly wait for your in-depth informative analysis .
I come here for knowledge .
Thank you ...May God bless you and increase your and your team knowledge .
Thanks
Anwar
Thanks Syed :)
NIce Detailed video, Please make a video on Ultramarines pigments & surfactants
Sure. Stay tuned :)
Hardwork shows in your analysis..keep it up...appreciated
Thanks Wasim :)
Thank you for sharing this worthy knowledge with viewers...
Thanks Satyam :)
Again great analysis...i shared ur channel with many of my friends...let them also benefit
Thanks 👍👍
Very good analysis.
Value added presentation
Thanks for your kind words :)
Very educational video. Thank you team SOIC.
Thanks Chinmay :)
excellent analysis
..waiting for aarti industries ,MCX and IEX
thanks. sure, stay tuned
This is a moat business with patents. Petchem based ingredients moving to green chemistry is a marathon trend over next decade. Look at what unilever is saying about carbon neutrality. Look at the Galaxy management commentary for Q2FY21 and analyse the results, your conclusion will change.
Great :) no doubt on the capabilities, it is just the volume growth in a normalized environment. Thanks
liking even before the video is completed.
🤝😃
I have watched this video 3 times
I feel like i have visited the entire galaxy surfactants company, production facilities and management
Hi Shyam!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We're stoked to know that our content was gripping enough to sustain your attention for replays! 💯
We’re glad our content was comprehensive and super engaging for you. 🙌
Please keep yourself updated about SOIC's upcoming content by checking our UA-cam Community Page.
We hope you continue to learn along with us! 😁
@@SOICfinance pleae dont thank me, i am the one fortunate enough to find your channel otherwise i cant imagine my differences in my financial life
Your work is highly commendable.Keep it up
Thank you for your kind words :) For more insights on business and industries, kindly visit- www.soic.in/blogs
Extremely helpful. Great job!!!
Hi Manish! 😁 Thank you for watching our video.
We appreciate your feedback. 👍
We’re glad our content was comprehensive and Interesting for you. 💯
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our UA-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 and ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry 🆕
very well explained. Thanks.. would it be possible to send the recorded video in case we can't attend the webinar after payment?
Yes, recording of the webinar will be shared along with PDFs
The BEST review I have seen
Hi! @Mr Hoodi 😁
Thanks for watching our videos!
We appreciate your inputs. 💯👍
➡️ Do subscribe to our channel! ⬅️
🆕 Check out our latest blogs on Neuland Labs: What are Peptides?: soic.in/blog-description/neulandlabs
and ICICI Securities: soic.in/blog-description/icicisecurtities
Galaxy is in my portfolio for long term.. adding in sip
Thank you for watching our video! @Vamshi Krishna 😁
We hope you continue to learn along with us! We appreciate your feedback and support.😁👍
Watch our upcoming video on Dmart vs Walmart on Sunday at 11 a.m. !
🆕 Check out our latest blogs on Neuland Labs: What are Peptides?: soic.in/blog-description/neulandlabs
and ICICI Securities: soic.in/blog-description/icicisecurtities
Good analysis, Management has hungry to grow and higher roce but slow and steady phase of growth.my suggestion is Try to present (2015 to 2020) one recent IPO company and then earlier companies.
Thanks Murali for your kind words & posting your view. For more insights on business & industries, kindly visit- www.soic.in/blogs
Glad to have found your channel brother. Impressive content, detailed and to the point. Much appreciate it, absolutely love watching your videos, going through all your videos.
Much appreciated!
Sir I always wait for your video. Thank You.!
Always welcome
Just came across your channel, must say you do very in depth analysis in your videos...keep up good work👍
Hi Manoj! 😁 Thank you for watching our video.
We appreciate your feedback. 👍
We’re glad our content was informative and engaging for you. 💯
We hope you continue to learn along with us!
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our UA-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 and‘Alcohol Industry’ soic.in/blog-description/alcoholindustry 🆕
A good book I will recommend to you is PHARMACEUTICAL CHEMISTRY 2 by AV kasture , it will be quite helpful for you in chemical segment
We're glad to know you suggestions for our work. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Very good presentation. You have simplified a very complex business for investors to understand. Can you please do videos on PSU stocks. Very well managed PSU stocks with good growth and attractive dividend s are available below their book value. What are your views on Gail, Cochin shipyard, hudco, engineer's India..
Sure, stay tuned :)
Superb and in depth. Already invested but its giving me more confidence
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
thanks for providing detailed knowledge about surfactants
Wonderful video, very educational specially the breakdown of business and application of value added products
And a very valid point about opportunity cost towards the end
Thank you :)
Glad you enjoyed it!
Love from share academy ❤️ great work I have this stock in my portfolio
Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
This is not a recommendation at all. Only meant for educational Purpose
really a great knowledge video...keep growing...keep sharing such valuable videos...thank you
Thanks Ashish :)
great analysis . pls make video l&t technology services ltd or itc
Thanks Atul, Sure stay tuned :)
Your explanation and study of business amazing. I request you to make videos only in English. I'm sure you will rock as number 1 you tuber in India on stock analyst
thanks for your kind words
The kind of knowledge I am gaining through this channel is 24carat gold
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
@@SOICfinance sure
Thanks for detail analysis...
Sir, make video on auto sector specially on battery business..
Sure, stay tuned :)
Completely mind boggling,,,become your fan brother ,,,keep it up & thank you for sharing !!!
Thank you so much 😀
Great analysis... Waiting for deep analysis on CCL thanks in advance
Thanks Ram, sure stay tuned :)
Sir, Please create a new channel with your Analysis. Your analysis is really good. I love it.
Thanks for your kind words. Hope to keep adding value.
Paaji thoda hass vi leya kro :)
But, jokes aside .. you and your team are giving us some great insights!
I will surely try to recommend this channel to my friends and family!
Thanks Manveer for your kind words :) For more insights on business & industries analysis, kindly see- www.soic.in/blogs
Really add some smile and fun also
Thanks for sharing your insights. This was highly informative
Glad, you liked it :)
Great reasearch brother. You have covered my points which many people ignore.... Keep going these type of research and analysis
Sure :)
Just outstanding business insights.
Thanks :)
Behatareen analysis.
Thanks Rajeev :)
Please do some analysis on Abb india and Abb power product
Please analyze bajaj finance in detail its past and its future.. how and why its business is grown and how can we pickup other bajaj finance from the early part of its business cycle
Sure yogesh, stay tuned :)
Excellent work & very very informative
Thanks :)
Thank you sir
I salute your effort , hardwork , dedication ...🙏
#Schoolofintrinsiccompounding
Thanks :)
Amazing work n such indepth analysis 👍
Thanks :)
Beautyful detailed analysation. Appriciate
Thanks :)
Great assessment! You are doing a great job !
Thanks Onkar for your kind words :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs
It was a great in depth video.... Please make such a video on Indraprastha Gas Ltd. also... Great work.,.. ✌✌
Sure :)
Well researched and explanationed. Good insight.
Thanks :)
Great
Hi Mishoo! 😃 Thank you for watching our video.
We appreciate your feedback! 🙏
found your channel from value pickr
Hope we are able to add value :) For more insights on business, newsletter & industries, kindly visit- www.soic.in/blogs
Super business explanation
Thank you so much 🙂
Plz analysis standard surfactant
Thanks for sharing your valuable information.
Thanks :)
Thanks so much for that kind of analysis..lot of learning
Glad it was helpful!
Very good work ❤️
Love it bro.
Can you explain future business model like "block chain"?. Lots of love 🤗
Sure, stay tuned
Persistent in block chain and management is way ahead of their time.
Thanks
Welcome
please make video on paushak ltd
Sure, stay tuned :)
Excellent analysis. Sector to which company supplying is well penetrated. It would good if you could find some idea not well known to public and future prospectus is very good
Just analysing businesses. No buy/sell recommendations 🙏
Sir u r just superb plzz also add management Analysis it will help us
Please analyse fine organics
Sure, stay tuned :)
Make a similar case study on Atul limited
Sure, we will be covering this in our webinar on 27th dec- rzp.io/l/GNK2hQKTMV
Excellent 👌
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
loved the analysis! pure business analysts!
Thanks Prekshit :)
One of a kind!
sir, please make video on cash flow 'manipulate' or 'loophole'.
Sure, stay tuned :)
Thank you SOIC for such in depth analysis 🙏
Thanks Vicky :)
Great sir..
Thank's for excellent analysis
Thanks Kuldeep for your kind words :) For more insights on business & industry analysis, kindly visit- www.soic.in/blogs
Great analysis
Thanks :)
Please do video on Fine Organics
Sure, stay tuned :)
Please share your banking nbfc webinar here in this channel as well
The link for banking webinar- pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
Link to subscribe for banking webinar- pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
Brilliantly analysed, I have seen your previous videos as well but in this video you seemed to fumble in video and looked a bit nervous. Hope u overcome this in all new videos 👍cheers... Good job
Sure
Sir ur videos r amazing. Great content. I appreciate your efforts.
Thanks Harshit :)
Hi
When you give projections for surfactant market, global projection is less than Indian market projection for anionic surfactants
Penetration is less in India, not my projections :) check the DRHP
Will check, because global sales projected to .59 billion and indian sales 0.61 billion by 2024
So Indian Market will be bigger than global market... Highly suspect
Global market is only for personal care and not household, mentioning in the presentation.
Check page 45 and Page 46
Awesome
Always loved your video...
Thank you so much 😀
Great video, but just a small recommendation from my side. The presentation part (slides) are getting very blurred in the video, it would be helpful if you can get rid of that.
Noted. Sorry about that
@@SOICfinance Hey Ishmohit, another thing, I have registered for the webinar, but what are the tentative dates for it. Looking forward to it.
@@rushilshah8806 22nd of November from 11am-1pm, and recording of the webinar + a detailed sectoral analysis pdf will also be shared. Hope to see you inside the session :)
Can U Pls Make A Video On Aarti Surfactant??
Great Video..🙏
who are the core customer of Galaxy surfactants?
Could please explain what are opportuniy costs that you told in the end of this video.
Having an option in in investing the same money in faster growing companies, that is what opportunity costs are. Always unseen, but very important in investing.
How about a video on Honeywell Automation?
Soon we will. Stay tuned :)
Great details!
Thank you for your kind words :)
For more insights on business & industries, kindly visit- www.soic.in/blogs
Make video on how to read balance sheet
Sure, we have made it. Providing you the link for your reference: ua-cam.com/video/FKk5wVxtPjU/v-deo.html
Very Good analysis sir.
Thanks :)
Please cover Astec Life Sciences
Kindly check- ua-cam.com/video/GiLMPs9IrNE/v-deo.html
Hi Bro,
You are putting forward insightful analysis with great research. Please advise or suggest from where we can get access to company future plans or board meeting notes
Thanks in advance
Thanks for your kind words. You can check annual reports, concalls, interviews etc
Very informative
Glad you liked it Partha! Hope to keep adding value in your investing journey. Do read our latest blog on Capital returns- www.soic.in/blogs
Thank you for the excellent analysis, it was a great watch. How do we attend the webinar on financials and looking forward to your next videos
Hi, webinar would be conducted via zoom
Link for the registration and other details: rzp.io/l/HXLUHDa6b0
Recording and a detailed PDF will be shared after the webinar. Thanks :)
Thanks for the knowledge..Btw can they venture in their raw material production side? Which we have seen in case of BKT for Carbon Black production.
They won't, feedstock is really volatile and has very pool returns on capital, they are still maintaining their margins doesn't make much sense to do so
@@SOICfinance ok sir ..got ur view.. Thanks
Please make video regarding markets i. e, correction, crush etc.
Sure, stay tuned :)
When will come deepak nitrite? Although you have several times who needs Deepak Nitrite.
Sometime soon :) making it as detailed as Laurus and Syngene one. Thanks
@@SOICfinance thanks for quick reply.
u very well analysed suven pharma. It's Business is interesting but the board has no more interest in its business, would you update us on suven pharma ?
They have just announced a capex of 600 crores :)
Read the results carefully. Hope that helps
@@SOICfinance i will. thank you
varun beverages pe bhi analysis plz
Sure, stay tuned :)
Apollo tricoat analysis video pls..
Next up Mayur uniquoters , after that one :)
Have visited their plant at Dujana, UP.
@@SOICfinance thanks for ur reply. U r doing wonderful research, really appreciate ur hardwork.