Excellent video Sahil, i knew you share lot of content but never paid attention as didnt know that the content is so good. I have worked in solar sector for 10 years. From investment community, no one talks about or believes in supply chain risks on wafer, ingot side or even China levying export duties on these and keeping cells and modules cheaper. You are the first one from investor community where someone has similar though process as mine on the China risks. Will check out your other content too from now on. Kudos for great work
Sir you have worked for 10 years in Solar sector.. you have a great experience.. I would request you to share ur views on the future of Premier Energies company as I have taken the decision to hold it for long term and not sold for listing gain.. could you please share your valuable views ??
@@AkashToor1989 i can only share few points and decision is yours . (1) I dont own any of these solar module manufacturer's shares except Reliance (2) Reliance is coming out with 10GW expandable to 20 GW capacity, will these guys be able to stand up to Reliance and Adani (3) Tech will keep changing, till now they are using PERC, next is Topcon and then HJT. Reliance is already working on HJT (4) If China levies export duties on ingots, wafers and no duties on module exports, indian guys will find it challenging to make in India and Indian govt itself may remove duties on imported bcos then we can achieve our power generation capacities at still lower costs
Well explained as usual.....I invested solar sector... After installing 3kv solar pannels for my agriculture motor 1 year back... That research helped me to get more than 300% gains both in waare( just before euphoria of waree) , kpigreen... In waare i pulled out my investment at around 2800-3000 stock price bcz of euphoria and valuation.... Left the profit... Applied for premier ipo... Got 1 lot... Planning to add after listing
Mr Sahil Detailed and in depth analysis as usual. Big players like Reliance going to start integrated 20 GW Solar module manufacturing facility in FY26 and Adani's Mundra solar massive expansion expected to dominate in this sector. There may be increased competition going forward
what a comprehensive and excellent analysis !!!!! hats off 👏👏👏 most people investing in solar sector stocks will have no clue about the value chain ...
The way you present the fact is commendable . Its an urge for you to upload a video on recycle stock ..in the future there will be a huge market to recycke these cells . Along with waste management
such a great crisp clear and easy to understand explanation. this video was best in the recent times. you gave enough info to us on taking a decision with all valuable information.
We have fugure out the technology aspect of this solar cell manufacturing. Companies like tata power and adani can disrupt the market in the future by introducing new technology as they can slend on R&D because of their strong cash reserves from group companies like tata sons and Adani group. Also we have to consider what are the complications of using different technology factor like high cost, durability, maintenance cost , weather conditions etc. I would like thank sahil sir for providing such valuable info and you also provided a room to explore. I will perform a in depth analysis on this sector and going post it on linked in.. Once again thank you sir
Sahil kindly include value chain analysis in every share.And kindly also share from where you see order book and value chain in company's annual report or somewhere else
So, what's the answer to the question in video's title? Is the company worth investing after IPO? You provided a lot of valuable information but left this question unanswered.
Hey Sahil, Can you please make a video again & throw some light on the below points : 1. Company paid low tax of 20% in FY24 & ₹5Cr in advance tax unnecessarily in FY23. Do you think that was for windowdressing keeping in mind IPO? 2. Company paid only 19% tax in last quarter filings. Unusual, non-explanatory increase in Margin. Highest ever EDITDA margin. 3. In NDTV profit interview, Promoter was avoiding to answer a simple question on margin & revenue sustainability. . This is the first IPO that I am analysing. So, What do you think can it be window dressing & trick to attract investor & high valuations?!
Really suprised how IPO market is working ? Retail subscription for company like premier energy was 7 to 8 times where for two showroom company like resourceful automobile was 495 times ..😅😅...what a time Indian stock market is witnessing .
Sustaining China's aggressive pricing in Solar components is the real challenge. In France, all solar companies but for one have pulled their shutters down due to competition from China's state sponsored solar companies.
Good content. One thing you could have added is if there is hedging possible against its import from China. What exactly they import from China is not clear
Impressive video, the financial landscape is intricate, with forces affecting equities, stocks ,bonds, silver, gold, and Bitcoin. Economic uncertainties add complexity. Technical analysis is crucial for adaptable investment strategies. Monica Lisa Payne, with expertise in cryptocurrency and traditional trading, coupled with her holistic approach and commitment to staying current, is an essential guide in navigating this new era in the ever-evolving financial landscape..
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
It's truly refreshing to see a comment about Monica Lisa Payne. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Please make a video on high quality stocks according to you which have corrected a lot (can be due to some short-term reason)and are trading at no brainer valuations
-Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
You keep on coming to promotional Ads. Hope you are not trying to promote this IPO.
Please make video in hindi language also
Whether we should buy *Premier Energy* this at current levels or wait for consolidation?
Excellent video Sahil, i knew you share lot of content but never paid attention as didnt know that the content is so good. I have worked in solar sector for 10 years. From investment community, no one talks about or believes in supply chain risks on wafer, ingot side or even China levying export duties on these and keeping cells and modules cheaper. You are the first one from investor community where someone has similar though process as mine on the China risks. Will check out your other content too from now on. Kudos for great work
Great, thanks for validation.
Sir you have worked for 10 years in Solar sector.. you have a great experience.. I would request you to share ur views on the future of Premier Energies company as I have taken the decision to hold it for long term and not sold for listing gain.. could you please share your valuable views ??
@@AkashToor1989 i can only share few points and decision is yours . (1) I dont own any of these solar module manufacturer's shares except Reliance (2) Reliance is coming out with 10GW expandable to 20 GW capacity, will these guys be able to stand up to Reliance and Adani (3) Tech will keep changing, till now they are using PERC, next is Topcon and then HJT. Reliance is already working on HJT (4) If China levies export duties on ingots, wafers and no duties on module exports, indian guys will find it challenging to make in India and Indian govt itself may remove duties on imported bcos then we can achieve our power generation capacities at still lower costs
Well explained as usual.....I invested solar sector... After installing 3kv solar pannels for my agriculture motor 1 year back... That research helped me to get more than 300% gains both in waare( just before euphoria of waree) , kpigreen... In waare i pulled out my investment at around 2800-3000 stock price bcz of euphoria and valuation.... Left the profit... Applied for premier ipo... Got 1 lot... Planning to add after listing
Fake
Next multibagger❤
Mr Sahil
Detailed and in depth analysis as usual.
Big players like Reliance going to start integrated 20 GW Solar module manufacturing facility in FY26 and Adani's Mundra solar massive expansion expected to dominate in this sector. There may be increased competition going forward
Agreed 👍🏼 competition will increase big time. But opportunity size is also massive
Is Nivesh Green Energy smallcase good buy right now? I was out of it in June month.
@@SahilBhadviyayeah atlest the big fishes enter market, this should run around 2000 Rs
what a comprehensive and excellent analysis !!!!! hats off 👏👏👏 most people investing in solar sector stocks will have no clue about the value chain ...
Great video Sahil , this type of video can make only after massive exercise. Thank you
After watching ur video now im comfortable to holding premier energy for next five years thank u 🙏
@@aliakbarghuntwala6473 SIP KARO
The way you present the fact is commendable . Its an urge for you to upload a video on recycle stock ..in the future there will be a huge market to recycke these cells . Along with waste management
Pls chk my video on water recycling. Also covered Gravita India and Ganesha Ecosphere separately.
Great work man, really appreciate such detailed and well researched work. Keep it up!
such a great crisp clear and easy to understand explanation. this video was best in the recent times. you gave enough info to us on taking a decision with all valuable information.
Exicom telesystems shall be a market leader for EV charging stations and solutions in future!
Detailed n timely info Sahil👍keep rocking
Thanks for a very detailed in depth analysis. Got an overall perspective of the IPO proposal.
Excellent video with deep knowledge,,,
I want one request for making video in Hindi...😊😊😊😊 Please.....
Holding Borosil renewables keeping solar theme in mind. Not sure when will that rally. Its been struggling for more than 2 yrs now
Thanks for such a deep analysis and Insights!!
Appreciate your effort Sahil. Technically well explained.
Wonder video Sahil with great Insight. With this video I am Subscribing to your channel.
Explanation on point, finally found the channel matching my expectations Subscribing now
You surely made excellent vedeo, I think it's must apply IPO. But post listing, one must wait for correction to enter as you rightly pointed out.
We have fugure out the technology aspect of this solar cell manufacturing. Companies like tata power and adani can disrupt the market in the future by introducing new technology as they can slend on R&D because of their strong cash reserves from group companies like tata sons and Adani group. Also we have to consider what are the complications of using different technology factor like high cost, durability, maintenance cost , weather conditions etc. I would like thank sahil sir for providing such valuable info and you also provided a room to explore. I will perform a in depth analysis on this sector and going post it on linked in.. Once again thank you sir
Apllied for 1 lot and got it ✅
Last day or first day
@@amanjayswal9791 middle day
Thank you for your detailed study in this sector. appreciate it.
This time presentation lacked titles and pointers wen u were speaking....so used to having that integrated ....😂
Thanks sahil
Thank you sahil for your analysis. Got the IPO allotment today considering to hold for long term as well
great video sir,
you are sharing quite valuable information with us..which i am sure would have taken days or months of your hard work to learn.
Your effort is highly appreciated . Thanks for the detailed video
Tq very much. Hats off to you. Keep Going
Excellent analysis sahil ,keep it up bro.
THANKS BROTHER , VERY PERFECT REASEARCH AND PRESENTATION
Good explanation of IPO and about the industry which differentiate with others.
Good thing is that Adani working on entire value chain along with ancillary unit.
Sahil kindly include value chain analysis in every share.And kindly also share from where you see order book and value chain in company's annual report or somewhere else
Great analysis
Superb research
Fantastic knowledge shared 😊
Thankyou Sahil ,,, as usual fatastic presentation
Right now it's very costly.Fundamentally one should wait for right price to enter.
That price may never come. This has been the story for recent stocks !
Thank you for the detailed video
Thank you, Mr.Sahil. Good research on newly listed company.
Excellent analysis bro
I rarely comment on any video and this is one of them❤❤❤
Chinese solar modules are still cheaper..major pricing pressure on solar module manufacturers
Finally understood the solar energy value chain. Great analysis. Thanks Sahil.
U r excellent. But pl ask first yr family & friends if they r interested in such in-depth analysis of any industry.
One of the best analysis
Thanks knowledge Very Good
thanks a lot for such detailed and informative video .
Thank you SAHIL.
After seeing ur vedeo I applied and got 1 lot allotment
Great Video! Thanks!
Very good information Sahil 👍 Congratulations
After listing this stock nearly in one month it will reaches 1600 rupees i am expected.
Hardly any subscription only 3.5 times subscribed 😮 yet gmp is 80%
7.5x times retail, over all QIB, NII it is more than 70 times
So, what's the answer to the question in video's title? Is the company worth investing after IPO?
You provided a lot of valuable information but left this question unanswered.
Hey Sahil,
Can you please make a video again & throw some light on the below points :
1. Company paid low tax of 20% in FY24 & ₹5Cr in advance tax unnecessarily in FY23. Do you think that was for windowdressing keeping in mind IPO?
2. Company paid only 19% tax in last quarter filings. Unusual, non-explanatory increase in Margin. Highest ever EDITDA margin.
3. In NDTV profit interview, Promoter was avoiding to answer a simple question on margin & revenue sustainability.
.
This is the first IPO that I am analysing. So, What do you think can it be window dressing & trick to attract investor & high valuations?!
Really suprised how IPO market is working ? Retail subscription for company like premier energy was 7 to 8 times where for two showroom company like resourceful automobile was 495 times ..😅😅...what a time Indian stock market is witnessing .
This is excellent analysis bro..Thanks a lot..!!
Well researched. Good work
Realy well explain whole solar business with + - , hope for other details video on new business
thank you for your valuable information
Very well explained sir
Thank you so much.
Thank you so much, well explained,
Excellent content and well researched
Sustaining China's aggressive pricing in Solar components is the real challenge. In France, all solar companies but for one have pulled their shutters down due to competition from China's state sponsored solar companies.
Excellent analysis great job brother.
Nice on sahil !!
Excellent video. thank you.🙏
Nice analysis and report on solar
This is already a multi bagger for those who got under IPO. Can you do a follow up video sahil ?
excellent sir regarding value chain appreciated
Thanks Sri Shahil for your nice presentation. Tku.
Key corp Ltd share ....PE-1.67, CMP - Rs. 263.75/-, Intrinsic value - Rs. 1,685/- , ROCE- 57.2 %, ROE -57.2 %, Piotroski score - 7, Graham Number- Rs. 611/-, Pledged percentage - 0%
Very low volume
@@prabhakaran_b true
no sales growth since years and all of sudden it starts showing numbers, no concalls no fii or dii. Don't get fooled by bull market 🙏
Thanx
Good Analysis!!
Great content and explanation ❤
Very good analysis.
Thank you Sahil
Hi Sahil
U gave a good analysis of the company as well as the industry
🙏🙏🙏
Good content. One thing you could have added is if there is hedging possible against its import from China. What exactly they import from China is not clear
Nice analysis after a long time 😊
also keep a note that polysilicon cycle is bottoming out in China!
Meaning ?
I got the Opportunity 🎉😍
Impressive video, the financial landscape is intricate, with forces affecting equities, stocks ,bonds, silver, gold, and Bitcoin. Economic uncertainties add complexity. Technical analysis is crucial for adaptable investment strategies. Monica Lisa Payne, with expertise in cryptocurrency and traditional trading, coupled with her holistic approach and commitment to staying current, is an essential guide in navigating this new era in the ever-evolving financial landscape..
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
It's truly refreshing to see a comment about Monica Lisa Payne. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
Always Invest in companies with patents strong market share less competition from other countries
Thanks for sharing ❤❤❤
Thanks Sahil very good detail analysis
It it's lottey then I took 3 tickets and won all three 😅😂 . Never felt soo lucky in my 24 yrs of life 😂😂
The probability was 1/125 , congrats
@@d3vev no it was 1:5 or 1:6
@@soumyacareer of getting 3/3
1/2
How it's possible, even I never get single lot from last 2years in IPO?
Simply great analysis ❤
applied on 6 dmat and got 2 allotment
Excellent video ❤
Thank you for your guidance
Stock is looking good but the price per share is bit high..it will be multibagger if the hype of solar energy kept on rising...
Hello Sahil. Thanks for all insightful videos. Can you pls consider covering Datamatics Global services?
IPO mil Gaya ❤❤Mujhe 1 Lot
Lucky one ...Hold it for long term👍
Muje b
Same i also got 2 lots
Should i hold for long term?
@@ashishsahu7464 I think hold for long time.. will get good return.. I'm also get 1 lot
My self also applyed sir👍🏻
Did you buy at cut off price or more ?
Good info bro, thanks
Best analysis..
Got 1 LOT ❤😅....HOPE IT WILL MULTIBAGGER
Please make a video on high quality stocks according to you which have corrected a lot (can be due to some short-term reason)and are trading at no brainer valuations
allotted 33shares today 😅
Please share your thought process on Suzlon Energy
Very Good Analysis 👍.
Honasa and ethosltd
Good shares giving best return till now
Very well explained