A Small Cap Stock in Super Investor Portfolios 😎
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- Опубліковано 15 лип 2024
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Business Analysis - AMI Organics Ltd.
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00:00 Intro: Complete Value Chain Analysis
09:05 Business History & Overview
12:41 Pharma Intermediate Segment
19:38 Speciality Chemicals, Electrolytes & Semiconductors
26:06 Growth Triggers
27:48 Risks & Antithesis
30:15 Valuations & Margin of Safety
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Thanks. Please review Satin Credit and Credit Access Graameen.
Great Analysis on AMI, Can we get a video On Clean Science and how their HALS series is gonna help grow topline and bottom line, Appreciate your content.
Superb explanation sir.... Crystal clear... Learned how to analyse a company on fundamental basis and how to forecast the earnings of the company... especially in Hindi
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Great video thank you. But it is right now at 55 pe, looks expensive even if you consider fwd PE
How can you explain business in such simple language....
We love you for that...
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Sir please make a detailed Session on Calucation of FORWARD PE on basis of Order book , Growth as many Small company trades on higher multiple so how to calculate forward PE for such Companies Please sir it will be Very Helpful. SOIC TRIBE MEMBERS
The most genuine and quality channel on investing.
I’ve been studying from UA-cam since the last 2yrs and after following almost everyone online I’m able to say this…
Thank you Ishmohit and team 🙏
Beautiful… just loved your way of analysis…Jai Hind at the end was cherry on the top 😊
Please do next business analysis on "Protean e-gov Technologies"
Thanks for the great analysis❤... currently formed cup with handle pattern waiting for the breakout..
The pharma and chemical sector is a big challenge to study but then there is ishmohit sir who makes complicated things easy for soic tribes❤
Thank you sir again!❤
We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈
pls do a complete anayslis of Tatva Chintan
Thank you Ishmohit bhai. Ami organic ka CROIC is -9.11 .do you think its a very -ve sigh for company or how you asses this ratio now.
Thanks for your hardwork
Thank you very much for this detailed analysis which is very interesting and informative..
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Thanks, Nova Agritech Analysis please.
Excellent again Soic .In simple words learned much about stages of pharma industry and yet again A new business company .kitne baar dil jeetoge yaar❤❤❤
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Pleased make a video on REIT invIT
Great informative and valuable video👍🏻 thank you
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Aether Industries
analysis
And
Tatva Chintan Pharma Chem Ltd analysis
Ssa g Always feel comfortable c ur Super fast Gyan carry on Tc
Great analysis Sir Kindly consider analysis of Tracxn and Big Block
your explanation is very good.thank you
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Sir again requesting pls start your small case..
Investing with your intellect i am sure would be true wealth creation🎉
go to their resarch page its there already
I don't track the pharma sector, but Salute to your details, information and scope of analysis. Mind opening session for business analysis
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I invested in AMI Organics, after I knew it is in Saurabh Mukharjea's portfolio then I exited , same with Clean Science.
😂
I do the same
Even i exited from Clean science
Why you exited
Yes
Suprabhat🙏🏻
Thanks for the detail analysis and the Professional Teaching.
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Thank you team SOIC for another knowledge packed video.
One query- Value quest is no where showing in the shareholding of Ami Organics??
Check block deals in screener or tijori
Hi sir, please make a video on complete analysis of Jio Finance.
Thank you. You are adding value
Nice explanation. Thank you.
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The way I like to do valuations is very different and it shows true picture. i try to find sustainable roe and multiply it with current book value and then divide it by current price to find the real PE( After reading all the factual information). This way all financial jargon and news or artificially elevated PE can be removed from valuations
it does seem wrong to me
Any particular reason?
Please explain about logistics company
Explain the Caplin.... Its with huge MoS
Great video as usual. Will check
Out this company. Many thanks
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plz release list of each and every book on your bookshelf
Loved your simple explanation
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Hi, great video as always SOIC. Can you tell us something about IOLCP? Been falling for a while now. Thanks.
Its not good brother
Analysis of accelya solutions.
Super explanation! Thanks a lot Ishmohit👍
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Please make video on Genus power
added it around 1100 levels will doubled down around 850/900 if it goes down.
Which stock you are referring to
Pahile girega then up😂😂😂
@@tradingweallteachall0105 abhi tak toh nhi gira dekhte hai
A wonderful analysis Ishmohit and Team SOIC. I agree that there is very little margin of safety here. Even if we consider a blue sky scenario of 1200 Cr sales in FY26 and assign a P2S of 5x. The MCap will be 6000 Cr. Its already at 4000 Cr. Thats a 33% growth in MCap. Seems like the market has already discounted a lot of the future earnings. I'll circle back to this if i see a 3 year growth visibility @ 3x P2S. Thanks once again.
maybe you missed the growth part which can be wow if the story plays out
Concord Biotech is also in formulation?
Great kid. ਚੜਦੀਕਲਾ
Salicylic acid is a medicine, so why is it grouped under chemicals?
Thank you for all the effort you put in
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Thanks for the analysis.
Ami organics looks like a falling knife right now. Technicals suggest that once could wait it out for consolidation.
Fundamentally the stock looks overvalued even on forward basis.
bhai tu q3 call sun kr aa fir yahi bolna
Falling knife???? Which world you are living!
Analysis of Genus power
Thanks
Since coffee can investor has entered the stock ,i dont think it will rise soon.. 😢
😂
Wait for his exit and watch it fly🚀
It doesn't matter what you think 😊
Thanks 🙏
Please make a video for kolte patil
Good information with medium speed of speaking.
Please do a session on INVITs
Thank you sir
Please add english subtitles btws awesome video!!
Discuss Apar Industries please
Please analyse the company called "Affle".
Wonderful delivery of case analysis, looks like to be a promising business post capex and tailwind in chemical sector. thank you SOIC
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Pranam sir 🙏
Prince pipes analysis
Sir can we move towards REIT and invITs at present market conditions
your every analysis is just superb
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Hello!. Please make video on Top Real estate players in India.
Please also readdress neogen chemical. Thank you.
Too expensive at the moment
neogen developing electrolysis not electrolytes
Sir Heromotors aur UPL ka v bataye
Isn't Intermediates margins are better than Electrolyte? Shouldn't it more focussed on Intermediate business?
Hello sir great knowledge helpful m
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Perfect analysis 👍🏼
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PLS COVER HIMADRI SPECILAITY CHEMICALS ALSO
Great learning sir❤
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Sir please review Laxami Organics !
your view on markshans pharma??
Next analysis on FMCG Sector please
Good discussion
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How do you categories NATCO pharma? Patent challenger.. their management keep saying that margins are higher in branded complex generics..but they are not really abke to make that, right?
Formulations in FTF opportunities
Dear Ismohit please review stocks tarsons products, tatva Chintan , clean science , Navin fluorine , Vinati organics, prince pipes that you once covered on your channel . As they are corrected a lot investors can add them .your unbiased review can help them in their study
Hi sir. When will be the next video of revisit series come?
thanks
Hell Yes.
Thank You
Thanks sir
Ye elecyrolytes kya kisi company ke liye click krega? Newgen me last 3 years se ye electrolytes ka kahani chal rha hai, lekin stock down hi down hai.
Sir please make a video on analysis on space sector
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Thank you so much Sir for your support💪
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Excellent analysis
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Thanks for through analysis of the business, however i feel there is one small mistake in the calculation in the PBT. it should be 163cr instead of 157cr as Other income will get added.
Yes..just saw
Great video Paaji 🙌
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Next Business Analysis of Paper Products
Tatva chintan review please
Please do analysis on PFC and NHPC
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Thanks roe kam kyun ho raha hai iska....?
Hi Ishmohit..Good morning. Have a great Sunday.
Good morning
Super Simple and Non Boring Analysis 😊
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@@SOICfinance Value chain analysis by SOIC (across different sectors) gives confidence to small retail investor like us. This help us to take informed decision and stick to the market during difficult time. ❤️ from Bengal.
May please analyze Natco Pharma.
Awesome analysis. Keep doing the good work.
Discussion around Apixaban was expected Sir.
Valuations on forward Earnings is still looking strecthed.
Analysis Infra and Real state sector with view for next 10 years.
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Good content
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