Applying Peter Lynch's way of thinking to Indian Stocks with examples

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  • Опубліковано 24 сер 2024

КОМЕНТАРІ • 264

  • @prathibhamn4643
    @prathibhamn4643 4 роки тому +25

    CDSL, is one such example, as it comes in the same category.trader may use different brokerage, since maximum brokers are tied up with cdsl, every buy n sell will be benefit them.and slowly it is taking market share of nsdl.

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Yes, we would soon be covering CDSL :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @MEDSimplified
    @MEDSimplified 3 роки тому +20

    AMAZING VIDEO BROTHER. KEEP MAKING SUCH VIDEOS YOU R GONNA BE BIGG ON YT SOON!

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support.
      Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs

  • @gowthamc1389
    @gowthamc1389 4 роки тому +17

    Your analysis on wide range of chemical stocks is very good. You seem to have indepth knowledge in this area. If you can come up with videos on warren buffett letters to share holders it will be great source of learning for investors

    • @SOICfinance
      @SOICfinance  4 роки тому +5

      We will be coming up with analysis on other sectors too :) we are sector agnostic generally

  • @deepeshsao1008
    @deepeshsao1008 4 роки тому +3

    Paaji anaysis gaya tel lene, one the best thing I like bout you is no dramatization. I am so sick and fed up of other analyzers they so much over-dramatize things like Soap Opera. ! Keep it up...

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Deepesh :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @mohanbrij89
    @mohanbrij89 3 роки тому +27

    Great Job... You have a long way to go. You yourself are a Goldmine. Keep up the hardwork!!

  • @AmitSharma-ql5nr
    @AmitSharma-ql5nr 4 роки тому +3

    Bhai Tussi great ho!!! i have been watching you tube channels for stock knowledge and advice for couple of years but never seen anything like this. Most of the other channels will just talk about idiotic things to support their stock recommendation but you are providing such an in depth knowledge of company and industry that is amazing!!! I finished this book very recently and i can feel that this is how Peter lynch also managed his fund...which is by in-depth knowledge of the business and company that he invested in. Thanks for sharing all the info!!!

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Amit :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @gauravdutta5240
    @gauravdutta5240 4 роки тому +2

    Very logical. Unlike other vedios in you Tube, your reviews are logical and genuine. Pls keep it up

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Gaurav :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @nawazahmad4722
    @nawazahmad4722 4 роки тому +1

    Sir Jo knowledge diye kash app marked down ke time diye hote to bohot kuch ho jata phir bhi salute to you sir. Keep motivate to us by your awesome video.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words :)
      Learning is more important as in long run, market will give opportunities.
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @sudeshnapal5213
    @sudeshnapal5213 3 роки тому +3

    Video is really full of knowledge and common sense in investing. Keep up the great work.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Sudeshna :) For more information on blogs & videos, kindly visit- www.soic.in/blogs

  • @manishpatil1100
    @manishpatil1100 3 роки тому +4

    Sirji always salue 4 ur efforts.....

    • @SOICfinance
      @SOICfinance  3 роки тому

      Hi Manish 😁 Thanks for wanting our video!
      We appreciate your kind words of encouragement! 🙏
      If you'd like, you could do the following:
      ➡️ Subscribe to our channel! ⬅️
      ✅ 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 ‘How to Pick Stocks Like Peter Lynch in India’: soic.in/blog-description/peterlynch 🆕

  • @whatscreativestatus5889
    @whatscreativestatus5889 3 роки тому +1

    Real sir, I near tell any one sir at youtube, but you are one, also not commenting at video its time wasting but I am commenting through heart

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thank you for your support 😃
      We appreciate your feedback and support.
      Subscribe to our channel for more educational videos.
      We are uploading a new video tomorrow at 11 a.m. Don't miss out!

  • @rishabhpatel1767
    @rishabhpatel1767 3 роки тому +6

    Excellent study bro. Is it possible to have stock analysis on Astral Poly ?

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words :)
      Sure, stay tuned :) We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

    • @rishabhpatel1767
      @rishabhpatel1767 3 роки тому +1

      @@SOICfinance thanks for active response.😊🙌

  • @Ab-es2vz
    @Ab-es2vz 2 роки тому

    I have worked in ABC bearing which is Bought by Timken. The cost of Employee, Mgf cost are very less which have been experiencing. Like Timken is Using ABC bearings as Low Cost manufacturing base.
    Even in All the companies were shut during Second wave conapny is only giving employement according to Locals.

  • @carcrazynishant
    @carcrazynishant 2 роки тому +1

    @SOIC Agriculture space

  • @devendrachandola
    @devendrachandola 4 роки тому +3

    Every video of yours has in depth understanding of domain. You enlightened all of us with clear explanation of pharma value chain (it has never been so simple).
    However I am skeptical about info edge. With my working knowledge of tech industry for more than 18 years, I would say their flagship naukri.com is gone business now (can explain in detail if you want).

    • @SOICfinance
      @SOICfinance  4 роки тому

      Can you please elaborate a bit ? Would be of great help to us :)

    • @sumanbhau
      @sumanbhau 4 роки тому

      @Devendra Sir.. definitely Sir..We want to know details in it

  • @mrutyunjayadash4836
    @mrutyunjayadash4836 3 роки тому +1

    grindwell norton ,ESAB India,morganite crucible

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, Stay tuned. We will soon cover it under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @alphacrown4732
    @alphacrown4732 4 роки тому +2

    Great insights and service to the Investor Community. Thanks a lot for your efforts.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @nirmalagosha7797
    @nirmalagosha7797 3 роки тому +3

    Heyy Bro CAMS is also one such business. Almost all the large MF houses, brokergages uses its services. ROCE is also above 20. Its intrinssic valuation is around 1100-1200. CMP:-1450

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      We would be coming up with Stock analysis of the same soon. Stay tuned :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @5sunilmehta5
    @5sunilmehta5 4 роки тому +3

    Brilliantly explained brother

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Sunil :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @sumeetmsingh8918
    @sumeetmsingh8918 2 роки тому

    Amazed with the kind of depth you have achieved in your subject matter already bro…this is extraordinary! And such efforts bring exceptional rewards so stay committed 👍

  • @laxminarasimhasrinivas
    @laxminarasimhasrinivas 4 роки тому +2

    Nice video I can see many wonderful companies because of you thanks alot we want more videos and sectorial analysis

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Srinivas :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @raghubirsinha
    @raghubirsinha 3 роки тому

    Truly this channel is a goldmine! Efforts are much appreciated!

  • @shakibkureshi2430
    @shakibkureshi2430 3 роки тому +2

    Thank u so much for sharing this valuable knowledge ❤️

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Shakib for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @AK-jb9ij
    @AK-jb9ij 4 роки тому +4

    As always, another excellent video, gave us a lot of perspective to think about valuing companies. Would love your views on the policy of coffee can investing methodology (similar to the Peter Lynch methodology here) by Saurabh Mukheerjea, thank you

    • @SOICfinance
      @SOICfinance  4 роки тому +1

      Sure :) it's a really interesting one as there are many pros and cons of the strategy

  • @harshitsingh6369
    @harshitsingh6369 3 роки тому +3

    Highly under rated channel

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Harshit for your comment :) For more insights on business & industries, do visit- www.soic.in/blogs

    • @surajade9073
      @surajade9073 3 роки тому

      Yes

  • @rahulprabhune2115
    @rahulprabhune2115 3 роки тому +1

    Awesome! Thanks sir for sharing your knowledge with us.

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Thanks for your kind words :)

  • @kalpeshkatariya6520
    @kalpeshkatariya6520 3 роки тому +1

    Sir i learnt a lot regarding business anlyasis ......thank u sir...keep it up for retail investors like me.....god bless u sir

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Kalpesh :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @RishiRajx
    @RishiRajx 3 роки тому

    God bless you. Very insightful. Your ease of explaining shows the clarity in your thought process.

  • @omjirana300
    @omjirana300 4 роки тому +2

    a BIG SALUTE to u sir for giving this type of valuable knowledge N ur Humbleness . plz givs some knowledge about rating sector also.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks :)
      Sure, will be coming soon on that sector also. For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @sahilvagal7957
    @sahilvagal7957 3 роки тому +3

    The book Hidden Champions of the 21st century can be useful for understanding more about his concept. Also, Mold-Tek Packaging Ltd can also fall in this category (please cover that in future videos)

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, Sahil we will cover it under our Stock analysis series :) For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @sarangdeshpande7706
    @sarangdeshpande7706 3 роки тому

    You are too good👍👍

  • @akshay88ify
    @akshay88ify 3 роки тому

    Yes.Proxy is the best way to play. I got into Esab India in early 2018 as a proxy to infrastructure push by GOI

  • @abhimanyukaushik515
    @abhimanyukaushik515 2 роки тому

    Thanks a lot sir 🙏

  • @Poweerof369
    @Poweerof369 3 роки тому +1

    Realy superb i am big fan of you paji apka jawab nahi apka video is full of knowledge just excellent and bale bale

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Dr. Rajesh for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @vipulpkale5363
    @vipulpkale5363 3 роки тому +1

    What a depth analysis
    Thank You Sir

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support.
      Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs

  • @rohanbatra7030
    @rohanbatra7030 3 роки тому +1

    Very nice explained. Good video!

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words Rohan :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @dharanikumaranagani9471
    @dharanikumaranagani9471 2 роки тому

    woww what a history!!!

  • @SukhchainGoyal
    @SukhchainGoyal 4 роки тому +1

    Keep them videos coming. Good work! 👍👌

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Sukhchain Goyal :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @monalisisodia
    @monalisisodia 3 роки тому

    Blown away! Shukriya 🙏

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Monali :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @jitendramistry1241
    @jitendramistry1241 3 роки тому +1

    How to analyse like u sir please ??

  • @Trader_Panda_Not_A_Bear
    @Trader_Panda_Not_A_Bear 4 роки тому +2

    Hi sir this channel is wonderful do continue these education videos. I request you a detailed video on agriculture sectors with fertilizer companies on focus as govt is focussing on rural economy. Thanks 🙏

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Vikram :)
      Sure, stay tuned :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @kevmen8385
    @kevmen8385 3 роки тому +1

    Sir, this was a very insightful and mind-opening video! Thanks a lot for the efforts taken. Your videos act as teaching guides about investment which is very beneficial for long-term investors.

  • @gautamkrishna75
    @gautamkrishna75 3 роки тому

    Very well explained, simple and easy to understand Surely....I am a nummbskull for missing this Gem (Video), if i watched earlier (7 months) ago, it would definitely benefitted me much more... but still holding one of the Example cited .....🎉🎉🎉🙏

  • @harikrishnan829
    @harikrishnan829 3 роки тому +1

    Fantastic explanation .. Great work

  • @NoobMachiavelli
    @NoobMachiavelli 3 роки тому +2

    I will really appreciate if you can make a video on how ROCE & Sustainable Growth Rate affects the valuation of a business.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, stay tuned. We also cover this in our SOIC Intensive course under SOIC 5 bucket Valuation Framework. For more details, do visit- www.soic.in/course

  • @gauravbahugunaable
    @gauravbahugunaable 3 роки тому +1

    Absolutely fantastic!!

    • @SOICfinance
      @SOICfinance  3 роки тому

      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

  • @rajeshshah1610
    @rajeshshah1610 3 роки тому +1

    Amazed at the quality of analysis, just superb. I would add Praj Industries to cdmo/cro list.

    • @SOICfinance
      @SOICfinance  3 роки тому

      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

  • @chakradharsahoo3137
    @chakradharsahoo3137 2 роки тому

    Great 👍

  • @neerumech27
    @neerumech27 3 роки тому

    Very good content

  • @amansingh18
    @amansingh18 4 роки тому +1

    Super video series sir... All the best.. thanks :)

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Aman. :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @alokkanojiya1844
    @alokkanojiya1844 3 роки тому

    Thank you sir sharing wonderful knowledge 🙏🙏🙏🌟🌟🌟🌟

  • @manubkurup5918
    @manubkurup5918 4 роки тому +2

    Pls do on Dixon technology

  • @sadatali9952
    @sadatali9952 3 роки тому

    Criminaly underrated bhai
    You are 💎

  • @rajatchhabra1738
    @rajatchhabra1738 3 роки тому

    Paaji dil khush kar dita ,Awesome knowledge 👏 .
    Please compare nasdaq vs Fang international fund 🙏.

  • @japjeevsinghkohli5286
    @japjeevsinghkohli5286 4 роки тому +2

    Really great insights deep knowledge of individual sectors.kindly share your knowledge for financials like ICICI BANK. HDFC LTD.

  • @apurvadharia
    @apurvadharia 3 роки тому +1

    Excellent analysis. Please take a look at Maithan alloys

  • @r.k.ravindharanrampure7581
    @r.k.ravindharanrampure7581 4 роки тому +2

    Great Insight Thank You
    Like to have contract manufacturing companies on electronics,fmcg,packaging and
    Video on logistics sector

  • @pawan4800
    @pawan4800 3 роки тому +2

    Is there any way I can provide you value like becoming your you tube moderator if someone comments anything negative I will remove it , or something else 🙂

  • @monilkenia4647
    @monilkenia4647 4 роки тому +2

    Any study material or any idea regarding skf india please suggest or give some small summary regarding this company

    • @SOICfinance
      @SOICfinance  4 роки тому

      Will write a short note soon :)

  • @gokuljain768
    @gokuljain768 3 роки тому

    Please provide analysis on ashok Leyland

  • @debasismisra2485
    @debasismisra2485 3 роки тому +3

    Wonderful

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Debasis :) For more information on business
      & industry analysis, kindly visit- www.soic.in/blogs

  • @coolamresh88
    @coolamresh88 4 роки тому +2

    sundaram clayton please upload its analysis video

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, stay tuned :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @jitintoteja1982
    @jitintoteja1982 3 роки тому +1

    Great sir. When u r going to start a new batch for intensive course

    • @SOICfinance
      @SOICfinance  3 роки тому

      Hi Jitin! 😁 Thanks for watching our video!
      We appreciate your interest in our course. You can enrol in our course whenever you want, visit our website www.soic.in or email us at info@soic.in for information about our course.
      📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌
      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 🆕

  • @akashagrawal8431
    @akashagrawal8431 4 роки тому +1

    Thank you for such wonderful insights....keep going sir🙏

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Akash :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @Arvenab_Nayak-5
    @Arvenab_Nayak-5 2 роки тому

    Brother can explain Asian, Berger or Indigo paint ? Which one is good for next Decade

  • @bishanmahadevia
    @bishanmahadevia 4 роки тому +1

    No nonsense video. Words will be dwarf to describe worthiness of your videos

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Bishan :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @lalramchandrasinghdeo1483
    @lalramchandrasinghdeo1483 3 роки тому

    Excellent analysis. U r too good. U hv in-depth knowledge.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @jaggupalli
    @jaggupalli 3 роки тому

    Your content of all videos are really superb.

  • @dashingmozy111
    @dashingmozy111 3 роки тому +1

    Very informative video, thanks for sharing. Request to analyze Crisis business if possible.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks for your kind words :) For more insights on business & industries analysis, kindly see- www.soic.in/blogs

  • @amitraj1343
    @amitraj1343 4 роки тому +1

    Which are annuity driven business in india

  • @bhnuc
    @bhnuc 3 роки тому

    Thankyou Ishmohit, good insights.

  • @pandip8830
    @pandip8830 4 роки тому +1

    Awesome report , Helping us to pick up gold mine shares

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @rambabubandlamudi8195
    @rambabubandlamudi8195 3 роки тому +1

    Thank you very much Sir 🙏

    • @SOICfinance
      @SOICfinance  3 роки тому

      Glad you liked it. Hope to add more value in your investing journey :) Do read our latest blog on capital returns- www.soic.in/blogs

  • @sunnyahuja7404
    @sunnyahuja7404 4 роки тому +7

    Bro your view on Anuh Pharma. U.S. mkt becoming increasingly important for this gem. I feel long way to go. Pls make a video.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, stay tuned :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @rakeshseervi7390
    @rakeshseervi7390 3 роки тому +1

    This is great stuff!! Can you make a video analyzing renewable energy sector? And the listed players besides Adani Green?

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Thanks Rakesh for your kind words :) Hope to add more value in your investing journey.
      Sure, we will soon cover in depth in our Sectoral Webinar Series.
      For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs

  • @pabdulhakkeem
    @pabdulhakkeem 4 роки тому +1

    Platform company like MCX, IEX also might included

    • @SOICfinance
      @SOICfinance  3 роки тому

      Yes, it can be. We are planning for a webinar to platform companies soon :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @JitenderSingh-uj5yz
    @JitenderSingh-uj5yz 3 роки тому

    Very nice

  • @srikanthchundi603
    @srikanthchundi603 4 роки тому +1

    I think in the above categorie, companies like India Mart and Affle may be included as they are related to platform providing business model. Kindly clarify as I am doing research on these two stocks..

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Yes, both of them can be included. Very interesting business models including Info Edge. Soon we will be covering platform companies in our upcoming webinar or videos.
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @manish_algomuse
    @manish_algomuse Рік тому

    Any screener?

  • @chintanparmar7533
    @chintanparmar7533 4 роки тому +1

    Wonderful...eye opening...

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Chintan :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @MaheshYadav-cg1qy
    @MaheshYadav-cg1qy 3 роки тому +1

    awesome knowledge... keep it up

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Mahesh for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @soumyabera2098
    @soumyabera2098 4 роки тому +2

    Very insightful video. Keep up the good work. 👍
    Can you make a video/analysis on market leader chemical stocks facing headwinds
    Aarti Industries ( contract cancellation)
    Pidilite Industries ( muted Q4)
    Fine Organic ( Q4 , China impact)

    • @SOICfinance
      @SOICfinance  4 роки тому +2

      We did write some thing on Aarti:
      Aarti industries Update on Contract Cancelling:
      Total capex for the plant was 400 crores and the company would be receiving $120-130 million(800-900crores) as compensation as a part of the clause in the contract by the end of March 2022.
      When the contract was signed, there was less supply of this intermediate. The client has taken a longer strategic view and we expect the client to install the plant in his own country.
      Net present value loss is close to 25-30% based on all the earnings that would have accrued to the company.
      Company might forward integrate from intermediates to technical grade ingredients (basically from intermediate to the active salt that works in the pesticide). Company already works with the major agchem players.
      No change in guidance for next 2 years, Contract money to start coming in from Fy23 onwards. 1/3 rd to be received by 2021 and 2/3rd as a bullet payment by March 2022.
      Company is free to use this plant to sell this intermediate to other customers. Company has started working on the same.
      Seeing more enquiries due to covid 19 disruptions as clients are looking to diversify from China and de-risk supply chain.
      On promoter selling: indicated some years ago that we will be donating money to charity
      Cancelling of such big contracts is a very rare occurrence. As compensation clause is also included in the contract.
      My view: would give the management longer rope, if you just go and read their last 10 years of concall you will get to know the kind of business execution that they have done.
      I’ve been wrong in the past and expect to be wrong in the future, take my opinions with a bucket full of salt as I might be biased. Not a recommendation or any suggestions, only meant for educational purposes

    • @SOICfinance
      @SOICfinance  4 роки тому +2

      We will be coming out with a video on Fine organics soon :) after Bharat Rasayan and Sygene

    • @soumyabera2098
      @soumyabera2098 4 роки тому

      @@SOICfinance Would love to see the videos. Looking forward.

  • @anilshirashyad
    @anilshirashyad 3 роки тому +1

    Brilliant video

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Hi Anil!😁 Thanks for watching our video.
      We appreciate your feedback and support. 🙏
      We’re glad our content was insightful for you. 💯
      We hope you continue to learn along with us! 😁👍
      We look forward to your feedback on our analysis of Laurus Labs’s Annual Report, coming on Friday at 11 a.m. 📌📣

  • @venkatkrishnan4827
    @venkatkrishnan4827 3 роки тому +1

    Camphor manufacturers can u check on that

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure, stay tuned :) For more insights on business, newsletter & industries, kindly visit- www.soic.in/blogs

  • @surajade9073
    @surajade9073 3 роки тому

    Plzz compare BALAJI AMINE AND ALKYL AMINES or at least BALAJI AMINES in detail plzzzzzz

  • @0627jeet
    @0627jeet 4 роки тому +1

    Great indepth video ...

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Manjeet :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @NP-xg9ox
    @NP-xg9ox 3 роки тому +1

    Hi Ishmohit! I’ve been following your channel for a couple of months now. Thank you for the amazing work you are doing. I wish you all the good luck in your endeavors. If possible please make a detailed analysis of Axtel industries. Thank you 🙏

    • @SOICfinance
      @SOICfinance  3 роки тому +1

      Thank you so much for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey.
      Sure, we will soon cover it. Stay tuned

    • @NP-xg9ox
      @NP-xg9ox 3 роки тому

      @@SOICfinance Thank you Ishmohit! Eagerly waiting 😊👍

  • @vinbat1990
    @vinbat1990 3 роки тому

    Great video...what can be the reason behind honeywells profit growth @29% but revenue growth of 6.48% for last 5 yrs?

  • @huzefaagarwala4553
    @huzefaagarwala4553 4 роки тому +1

    Superb Vedio 👏

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Huzefa :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @KumarAshish-dl4br
    @KumarAshish-dl4br 3 роки тому +1

    Nice explanation

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Ashish :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @prasannagiri7607
    @prasannagiri7607 4 роки тому

    Awesome video. It enhance my knowledge and the way of thinking towards stocks. What is the difference between a value and a growing stock? What is your opinion and why??

  • @PankajSingh-hj4xe
    @PankajSingh-hj4xe 3 роки тому +1

    Loved it

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thank you for watching our video! @Pankaj Singh 😁
      Do subscribe to our channel for more educational content!
      Check out latest blogs here: soic.in/blog-description/starbucks

  • @shirazakhtar857
    @shirazakhtar857 3 роки тому +1

    Thank you sir

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks Shiraz for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @amuthan1975
    @amuthan1975 3 роки тому

    Awesome work man 👍 Thank you

  • @dhavaldesaimutualfund
    @dhavaldesaimutualfund 4 роки тому +3

    make update Graphite india

    • @SOICfinance
      @SOICfinance  3 роки тому

      Sure Dhaval :)
      For more information on business & industry analysis, kindly visit- www.soic.in/blogs

  • @healthywealthynwise6272
    @healthywealthynwise6272 3 роки тому

    Very informative .
    Please make an analysis on Alembic Pharma.

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks :) Sure, stay tuned. For more insights on business & industry analysis, kindly visit- www.soic.in/blogs

  • @manojkumartibrewal4558
    @manojkumartibrewal4558 3 роки тому

    Very good content . Request you to ,add earning CAGR of past 10/5 years alongwith ROCE / ROE aas both these things together make investors wealth grow . Of course in case of course like infoedge - where benefits are more in future - there it may be future earning growth potential - otherwise historical earning growth and ROE both should be mentioned sir

  • @amitnarad3993
    @amitnarad3993 3 роки тому

    Nice Explanation with new information. Please make a Video on Granules India Ltd.

  • @avinashkp5431
    @avinashkp5431 3 роки тому

    Superb work BOSS.!!! How should we analyse KRBL (Basmati rice)

    • @SOICfinance
      @SOICfinance  3 роки тому

      Thanks, will come up a video on this soon :)

  • @balrajdubey4287
    @balrajdubey4287 3 роки тому +1

    Good analysis