Tatva Chintan: A Speciality Chemical Business|Valuations
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- Опубліковано 27 лип 2024
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Business Analysis - Tatva Chintan Pharma Chem Ltd
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Timestamp:
Intro (00:00)
Business Analysis (01:28)
SOIC Chemical Checklist (02:07)
Value Chain (04:47)
Business Verticals (07:05)
PTC (7:22)
SDA (11:17)
Electrolytes Salts (13:48)
SOIC Accelerator Pitch (19:41)
Key Financials (21:51)
Promoter/Management (27:45)
Antithesis (28:26)
#soic
Point posted 28:48 mins becomes true :)
Margin of safety is missing. Thus, any quarterly disappointment can lead to PE Contraction
I'm sure lot of people have told you this, but your UA-cam channel is one of the most valuable channels on stock market/investing topic related channels today. Keep up the good work!
Please analyse KPIT its products comparison to elsxi ltts as your end viewers are IT professionals including me
Yes...indeed...we want a video on it
Your honest opinion about valuation is most interesting. Thanks SOIC
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Ismohit, the VDO is a Combination of Dedication, Conviction, and Knowledge. All these good qualities in a single place always create GREAT things. Thank you and SOIC team for another STUPENDOUS performance. Also, today's session with SOIC Members @ 2 PM was outstanding and value-added.
सर् जी आपका कंटेंट इतना अच्छा होता है कि हम मजबूर हो जाते है । like करने के लिये ओर subscribe के लिये ।। हमारी वजह से आपके इतने मेम्बर्स नही हुए है। it's only your hard work
First time my chemistry class will be providing HONEY to me, thank you PAAJI!
Too good. Hats off to your ability to analyse. I am going for a small lot in Chintan. Although I am a retd gen mgr finance, I am basically Science grad. It will be so interesting to hear abt chemistry. Mgbu.
Great analysis!!
The valuation part was crystal clear. Keep doing it for all the videos since it gives an idea regarding the future numbers in case the thesis works out as expected.
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Good analysis and your energy level is commendable really appreciate it. Your explanation about backward integration is really helpful. If you can also include because of this integration what is saving for them as it adds to the bottom-line.
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Sure, noted your feedback
My best investment so far has been SOIC membership.
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Great initiative to teach valuations. Building these valuations with you gives a lot of knowledge and teaches us a lot.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
धन्यवाद सर आपके चैनल के माध्यम से हमे बहुत कुछ सीखने को मिल रहा है आशा करता हूं आगे भी हमारी इन्वेस्ट जर्नी इसी तरह आगे बढ़ती रहे आपके साथ।👍👍
GR INFRAPROJECTS next if possible sir as it also has high potential to grow.
It is winning projects and has a good track record of execution but its valuation is way too less compared to IRB infra. Seems like a long term share with high upside potential as cash flows are well managed. It will cheery on the cake if SOIC does a video on it.
I applied in IPO just for listing gains. Later after researching on my level, I found it a very efficient company with a very good future.
Now holding it for long period.
✌️
@@shubhamrawat7116 same here bro.. i applied for medium term but now planning to hold it for long term as everything is getting better with each passing day.. it has a potential to be the leader in segment or atleast cut the difference between sector leader and itself.
Very good company
I experienced
This is lovely. Have never seen any analysis as this. I would say your channel is under valued, it deserves 1Millon + subscriber
Thank you for your kind words and well wishes :) Hope to keep providing value in your investing journey
@@SOICfinance There is already good content in your channel, going through them this weekend.
By the way, I landed to your channel through Twitter. One of contents that I was reading posted by someone else in Twitter was copied from your channel/your research without any courtesy. One of the subscriber commented that it's taken from SOIC and that's how I landed here.
I am doing thorough study on tatva and couldn't find any better research than this. God bless you.
Enjoyed doing the valuation exercise with you. Thank you for teaching us 🙏
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Very satisfied with the analysis. This company looks like it has potential and conducive environment to grow in future 5-10 years. As more and more emphasis is on green and clean source of energy (ESG norms also) is in demand.
One thing is that when the video starts and reaches till mid point, I made my mind to buy it, but your anti-thesis points creates a doubt by the time we reach the end of the video.😂😂😂
On Humorous side, reason for change in outfits to standard T's with messages to formal Shirt today. Looking fab as always in any attire.👌
+1 to the question 😀
Just for the change :P
Thank you sir. I was waiting for the analysis of Tatva Chintan from your channel. The way you analyse every details of each company is really nice.
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Thanks a lot Ishmohit Sir for taking TATVA CHINTAN as per our request.....
UNFORTUNATELY NGL CHEMICAL BIG LOSS MAKER IN MY PORTFOLIO EXITED WITH 50 loss . I SWICHED TO SRF THE REMAING MONEY .
ThANKS FOR THE KNOWLEDGE THAT YOU ARE SHARING
AND AMAZING DEDICATION THAT YOU ARE SHOWING . Only we don’t have time to learn .
BEST 👌👌👌🌹🌹🌹
Sir you and your research based knowledge is truly Awesome, I'm already a subscriber of Share Academy, delighted to be here, this channel is worth of everyone's time, keep up the excellent work. Jai Hind 🙏🙏
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Valuation discussion definitely makes lot of sense... please continue discussing various techniques in upcoming videos too...
Best ever analysis of Tatva Chintan in special and chemical industry in general.
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Lot of news in the Gas Industry ( pricing hike). IGL can be looked into. Having a great time following your channel . Thank you
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Sure, we will cover the same under our SOIC Sectoral Analysis
Yes plz do valuations and explain step by step.... u did it for Radico and now for Tatva Chintan.... how should v assume ebitda multiple???plz explain that also.....u also said that u will have one video on valuations.... plz do that... in any video spend more time on different different valuations plz... and also tell which parameters to chk for valuations in different different sectors....
Well done Ishmohit! Excellent aaysis. Very logically and comprehensively developed
Thanks Rajeev :)
Valuation technique was awesome. You should continue to do this.
Sir,
I am hearing you first time today
Really appreciate your versatility and knowledge
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Thanks, pls keep adding the valuation part for every analysis
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Sure, stay tuned :)
Thanks SOIC for another brilliant work and it was commendable for including the part of value analysis, which i think, important for understanding the company and it was also easy to understand…Thanks for adding the value in our investing journey….🙌💐
Hi Ravi!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
Thanks for the encouragement 🙌🔥
We hope you choose to learn along with us! 😁
We hope to continue adding value to your knowledge and investing journey. 🙏
Valuation part was the great part.. Thanks for superb analysis..
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Thank you for the valuation methodology. Very easy to understand and you should definitely continue the trend
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🏫SOIC Membership (Intensive Course + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/
📺The Real Estate Sector & Upcoming Boom (30th Oct) Link- rzp.io/l/xvb7qIGUL
🎞 Link to the presentation: soic.in/visualization
📰 Link to the SOIC Newsletter: soic.in/blogs
▶️Clean Science: ua-cam.com/video/F284Wbmwwo0/v-deo.html
▶️Applying Peter Lynch's way of thinking to Indian Stocks: ua-cam.com/video/WqWJhpz5aGM/v-deo.html
▶️Acrysil: ua-cam.com/video/4xRM2z3ycAE/v-deo.html
Hi, is the membership fee one time fee or is it recurring?
very nformative
000000000000000000000
Your valuation metrics are the best... I watch your videos mostly for valuation metrics
Love it! Deep understanding unlike any on YT....
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प्रणाम और धन्यवाद 🙏🙏 IshMohit you are in right profession otherwise you could have been a Great Teacher, if you teach in Colleges. Day by day you are earning lot of respect. I like your valuation about Tatva. I think this stock is like baby & will grow with high valuation. Waiting for Sona BLW & Mastek videos... 👍👍👌👌👌
Thank you for your kind words😊 & Glad you liked it. Hope to keep adding value in your investing journey
Sure, stay tuned :)
Wonderful insights as always. There are 100s of videos on where to invest. Where not to invest is really important to save capital and allocate in a better way. Inversion principle at its best application. Thanks
Thanks SOIC for the informative insights ❤️
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excellent ismohit ji you left me with no brainer for this company to understand
regards
Thank you for the book recommendation and good analysis.
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Superb! In-depth analysis
God bless you
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when you made a video on clean science, it triggered me to buy the stock on a listing day and today I am having a profit of 30%. just bcoz of your analysis and interest in clean science, I was very confident that this is a very good speciality chemical company and has good management.
As usual excellent analysis ..thank you so much for your in depth detailed analysis.... learning a lot and making myself smart . Thanks again
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You r genuine youtuber
You are great
god bless you sir
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Hey Ishmohit, valuation analysis makes perfect sense, plz keep it in your upcoming videos also.
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Sure :)
Great work SOIC Team.. Deep knowledge sharing..
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Thanx again Ishmohit! Plz continue with the valuation part for other analysis also. That is really helpful
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You are a gem! Keep polishing! Sky is the limit. Thanks
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Ofcourse karni chaiye , tusi great hoo 🤘
Awesome, thanks for your feedback. 👍
Super analysis ismohit bhai.. Aap ke video me ku6 comment ki jarurat nai.. Aisa lagata hai ki sirf suje hi jaye... No if no but sirf jaat... 😍😍
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Always wait for your videos ..... Clear and systematic explanation .thnx
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Incredible analysis. Looking forward to become a soic member soon
Hi Sharath!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was comprehensive and engaging for you. 💯
We look forward to having you as a part of the community. 👌
We hope to continue adding value to your knowledge and investing journey. 🙏
Valuations explanation is very good. It will be helpful if the valuation explanation is also followed for the future videos.
Fentastic analysis. The way u analyse the company, it will be a crime to compare it with ny one. Truly awesome.
Recent ipo listed company AMI organics is also a good company to watch for.
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We will cover it soon :) Stay tuned
Very detailed and informative analysis, appreciate the way you are changing investment concept of non financial audiance....
Hello sir. You should definitely talk about valuations in your videos, as it is very important factor. I would suggest use more text and graphics in video for easier understanding. Big appreciator of SOIC 👍
Noted your feedback :) Thank you 😊 & Glad you liked it. Hope to keep adding value in your investing journey
Thanks for the detailed explanation. Learnt a lot about the company and valuation method.
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I eagerly wait for SOIC analysis every week. It provides so much knowledge in doing analysis. There is no channel in you tube which does such deep research. Commendable job.
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Thank you makeing video in hindi n specially in simple language
Before when I used to see yr video n it went bumper but in this video by made some chemical bit understanding
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next league of growth of retail investors will come from this channel only XD!! .
A real delight to watch your videos !
🙏
Great Analysis and respect for your kind sole purpose to support all of us.
Keep crating the amazing content. God bless you brother🥰🥰🥰
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It's is very useful knowledge for all of us. Thanks sir.
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Always waiting for your video.. great experience, great learning 👍...next on morepen Labs..
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Sure, stay tuned :)
Thanks 👍😊...For giving wonderful inside and company ❤️
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Really love these deep research!
Thank you sir ❤️
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Very good analysis. We could not understand the valuation.
Thanks a lot for such an informative analysis.
Unfortunately, could not login to the “position sizing ....” webinar today (due to work commitments). However will wait for the recordings in the SOIC continuous classes. Thanks 🙏
Thank you so much bro for helping us learn about the nity gritty of the company. I am among your earliest subscriber feel like i searched a multibagger.
Would suggest if you can always include calculating intrinsic value of company or make separate video of it ❤️❤️
Thanks Rajesh for your kind words :) Hope to keep adding value in your investing journey
Sure, noted your suggestion
Sir your analysis is greatest anyone's for me.
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Excellent review and 360 degree cover. Solute 🙏🙏
I'm so happy to see this analysis
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On Friday, purchased just 3 quantity. In a quest to know more, listened to many other videos and suddenly saw yours @ 5.45 pm, now. No problem now ! It's Ultimate ! Thanks to you, thanks to Sai, whom I trust d most.
Bhai aapke analysis ka jawab nhi, superb work
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Holding 3 share since ipo of tatva 92-104% profit pe he rahta hai
आपका विष्लेषण का तरीका बहुत ही बढ़िया है
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Really appreciate the effort that you put on your videos and buisness analysis
Too good, to the point, valuable analysis. You are gifted bhai.. keep it up..
aapke jaisa knowledge balance sheet study kar ke bhi nai Milta superb
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Great video. It would be great if you can walk us through valuation in detail for all future companies. Thank you!
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Sure, stay tuned :)
best in the game..SOIC💯
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Valuations details shared are very useful for retail investor's
Vadiya changa video..Thank you sir for video
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Thanks Ish for introducing clean chemical proxy stock..tatva..which we can play indirectly on agri, chemical and pharma industries
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Valuation is necessary and correct...
You and your team are doing great job..
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Very nice work done ✅ thank you for your valuable knowledge
Happy Sunday ! Thanks for your analysis and love your channel from Dubai, UAE 🇦🇪 Mizoram!!!
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@@SOICfinance i made mistake alot before i found your channel.... Now i understand how to apply the book for Indian version of stock investing , Keep inspiring us , Wednesday and Sunday im excited because of your New Videos...
Thanks for sharing the knowledge.
It's good as always.
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Valuation is very important. Good analysis.
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Keep the valuation part brother. It really helps.
Sure, Noted your feedback :)
Thank you sir sharing wonderful knowledge 🙏🙏🙏🙏
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Hi sir I really appreciate you to your deep study of companies which help us to invest in quality stocks. With the help of your deep analysis of laurus lab I have big quantity of shares with good profit. Thanks for your analysis.
Another specialty chemical masterclass. This has become an expert area for SOIC. Still awaiting Sona Comstar. kabhi toh meri sun lo Ishmohit bhaiya 🤣❤️❤️
Me to
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Noted your vote, stay tuned. Coming soon :)
Gem of the market.Really great
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Excellent as Always
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excellent analysis--great knowledge
Thank you for your kind words :)
I am your fan sir. Thanks and good luck for your initiative 👍
Great explained. Thanks
Nicely described about valuation.
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Actually ,,,,, your videos are too good. Keep it up bro 🙂
Excellent analysis. Valuation part is great , although its highly valued scrip given its market leading position in many products I guess it is reasonable like neogen chemicals also has high PE ratio.
Anyway, please share link of the song that plays at the end of your every video :)