Value evaluation is good, it should be included in every analysis
@SOICfinance
2 жыл бұрын
Sure, noted your suggestion :)
@shubhankarshekhar3447
2 жыл бұрын
Seconded
@adhishraj
2 жыл бұрын
As an investor in Polycab , I enjoyed this insight into a competitor and the industry in general. On the question of valuations, that’s a definite yes from me. Please do go into details of valuation as that’s where most retail investors go wrong. Thanks for a great video guys!
@SOICfinance
2 жыл бұрын
Sure, noted your suggestion Adhish :) We will cover valuations in coming videos as well :)
@ashutoshupadhyay5779
2 жыл бұрын
The content is superb as always, what noticeable is the quality of presentation has improved significantly, Loved the background too
@SOICfinance
2 жыл бұрын
Thanks Ashutosh for your kind words :)
@TheKnowledgeExpress
2 жыл бұрын
I already allocated 7% of my portfolio to Havells last year. my narrative was high growth possibility for FMEG in India due to electricity and internet penetration with increasing lifestyle
@rajatbanerjee288
2 жыл бұрын
Extraordinary analysis.... I would appreciate it if you can include English subtitles for your VDOs...... The peer-to-peer comparison and the valuation part are awesome .... also I love the margin of safety part .... Finally, I would love to see the building material sector as your next... will wait for the blockbuster. Ismohit and SOIC team, great effort and thank you for adding values as always....🤩
@SOICfinance
2 жыл бұрын
Thank you so much Rajat for your kind words :) Yes, subtitles will be added by tomorrow
@tushargoel5522
2 жыл бұрын
I watched this video after finishing kei and polycarb AR and it makes more sense to me. Few other things you have added that adds up more clarity and prospective.
@pinkeshkhaitan
2 жыл бұрын
First bought this Company in April 2017 for 212 and then sold it in Nov 2021 for 1037 - but did not had such a good understanding of the Company. Feels like right time to enter again at almost same price as my exit. Thanks for explaining it so well.
@chetanyanagpal6812
2 жыл бұрын
Veerji tuc kamaal ho yaar, paused the video to appreciate you. You have shown how a company should be actually analysed apart from financials and thanks for teaching that. Keep up the good work!!
@akshilardeshana3794
2 жыл бұрын
Yes sir plz make a detailed video. Because this type of video will help us to boost our knowledge . And help us to grow in our life.🙏🏻
@songoku-jx3cb
2 жыл бұрын
Amazing analysis as always Although i think polycab is a superior business I invested at 1300 levels and i think even at current valuation it can grow by 20% for a good amount of time because right now its hardly 2% of fmeg
@balajiseetharaman4051
2 жыл бұрын
Regularly following your videos and this video is top notch for the following reasons 1) Quality of video 2) Lay of the land 3) Valuation 4) P2P analysis with reasoning behind working capital. Awaiting to see your perspective on NBFC specifically on Cholamandalam considering the quality of management
@mohitbaid8148
2 жыл бұрын
Amazing content as usual man ! A request, just have a glimpse of this company - MAITHAN FERRO ALLOYS Ltd. Looks fundamentally sound, lasting tailwinds and a great play for the China +1 theme.
@VIWA1
2 жыл бұрын
‘Hell Yes’- for including this kind of valuation- you are one of the best guys on the entire you tube. Please keep up your great work 👍🏼
@sanjeevkumar-oq8dw
2 жыл бұрын
Heavy to digest as a beginner . But, very helpful . It is helping me understand the business and sector. Thanks a lot for your help 🙂🙂
@SOICfinance
2 жыл бұрын
Most Welcome Sanjeev :)
@supriyoghosh1520
2 жыл бұрын
Superb P2P & valuation. Love to see more this type of valuation analysis. Thank you Sir for boosting my confidence, I have 100 shares @450(avg) from 2019.
@SOICfinance
2 жыл бұрын
thanks Supriyo for your kind words :) No recommendations, only meant for educational purpose
@supriyoghosh1520
2 жыл бұрын
@@SOICfinance Yes Sir we know you never recommend. But Ur contents helping us in our own study.
@shail4207
2 жыл бұрын
Typewriter, dial phone.. Gr8 background 😇 Research & Quality of content not to mention top notch 👍
@Udaydangra
2 жыл бұрын
Sir, please make a video on packaging films sector which is growing fast and still the companies are trading at single digit P/E multiple - Cosmo films, Jindal Poly films, Polyplex.. Or please let me know the reason behind this undervaluation.. Thanks.
@SOICfinance
2 жыл бұрын
Sure Uday, video soon coming on this. Stay tuned
@jkj1459
2 жыл бұрын
Very nice explanation . Good education platform.
@amitrawat7819
2 жыл бұрын
Add valuation part in every video... Thanku Guruji for sharing your knowledge.
@chinmaydas4053
2 жыл бұрын
Yes valuation is must 👍👍
@kalyankrishna19
2 жыл бұрын
One more Excellent detailed biz analysis, thanks for it, Yes we want detailed valuation analysis and do Building material analysis in next video
@Ansh_Jain
2 жыл бұрын
This valuation method is the best and very simple to understand
@ayantapadar4565
2 жыл бұрын
Sirjee You visionary is great..
@umakantdeshmukhe7632
2 жыл бұрын
I like the way start presentation.Hi,investors . It shows your conviction and attitude.I like your all videos . It provides in depth analysis of stocks market,stocks, markets, opportunities.Moats ,future picture.Thanksssss Sir.
@imranmomin9692
2 жыл бұрын
Big salute to you knowledge and wisdom..... thank you very much... have learnt a lot from your videos and applying that knowledge in real time investing.... can you please make one video on EKI Energy.. Watched few videos already on EKI Energy business but didnt understand clearly as to what exactly is the role of EKI Energy in carbon credit and carbon emission... would be very grateful if you can make one video on EKI energy.... Thank you
@vishalmehra6509
2 жыл бұрын
Amazing analysis and synopsis to understand the business values of this sector
@sanketnegi1
2 жыл бұрын
AMAZING Content.. Really impressive.. You force people to like content without asking for it..that is really rare.
@vivek5attri
2 жыл бұрын
The new way of presentation of the video is superb.. Its like cherry on the top.. Thanks SOIC for making it super indulging.
@SOICfinance
2 жыл бұрын
Thank you Vivek :)
@vkjohn77
2 жыл бұрын
super informative video. the good thing about your videos is that you are not only discussing single stock but the whole sector itself from a layman's perspective. thanks for your efforts, as these details need lots of time to collate and present the same. Hardly anyone in youtube medium has such a level of in-depth discussion. ONCE AGAIN THANKS FOR SHARING SUCH USEFUL INFORMATION.
@moneycontrol3307
2 жыл бұрын
Nice video, just 1 suggestion try to tell multiple terms in normal way, where retail can understand it easily. Ur doing good.... Keep going High.Thanks
@_V.S.R.1
2 жыл бұрын
Thanks for getting me understood about valuation… Please focus more on valuation part. You are doing good job.
@vijaydixit4158
2 жыл бұрын
As usual indepth wonderful analysis and comparison . Always great content. Also valuation of business included. Thanks sir 🙏
@SOICfinance
2 жыл бұрын
Most Welcome :)
@ajaysinhzala565
2 жыл бұрын
Yes. valuation part of soic channel make unique. Detail valuation will be one more good thing...keep in every video
@KnowledeFinance
Жыл бұрын
Hi ishmohit, Thanks for sharing such a meaningful video. If we see current PE 37.8 and eps is 52.93 and stock price is 2002 , so the stock is 2x from 1000 stock price , At 1000 stock price PE I 26 then whether 2760 price after 5 years is due to very conservative approach
@ramanraghav4555
2 жыл бұрын
only kaam ki baat no bakwas ! well done
@SOICfinance
2 жыл бұрын
Thanks Raman :)
@jaideepchahal6070
2 жыл бұрын
Superb , very simplified way please continue this way
@prangyaprakashmohanty1778
2 жыл бұрын
I learned many things on peer to peer analysis as I m holding a stock from the same industry and even working on the same industry. Valuation part was enlightening one. As I work on the electrical industry and even visited few factories I would like to add fee things 1.EHV cable industry is not a duopoly industry, even few unlisted players are making cable upto 220kV class. 2. Project division is better play for these type of manufactures as they can use their own product for installation. 3. Now days even the regional players are investing heavily on brand building and entering into FMEG sector.
@ishmohit1
2 жыл бұрын
Upto 400v Ehv, 3 players there :)
@rakeshsachdeva1521
2 жыл бұрын
Good content. Nice explaination. I am holding this share for the last 5 years.
@VashishthSinusEar
2 жыл бұрын
Very well explained indeed, as always. Kudos to Ishmohit for all the hard work.
@SOICfinance
2 жыл бұрын
Thanks Ashish :)
@rockud1
2 жыл бұрын
Holding Polycab !! hope to grow with it for the next 10 yrs.. And Yes !! valuation part was excellent.. Building materials next pls !!
@hp9505
2 жыл бұрын
Yes, detailed value addition will be more helpful. 1) You told Backwards integration of KEI there in case of pvc. Does means Polycab/finolex does not have backward integration. 2) ploycab is not into EHV (its a query) 3) In thesis, KEI is into EHV mean. Which is barrier that means small player or unrecognized player it's a entry barrier right. Is it a big advantage to KEI. Or else small player can also break this barrier.
@rameshcheeppilatputhanpura9903
2 жыл бұрын
Hats off to your presentation of subject. Awesome 👌
@santoshpatil2692
2 жыл бұрын
Valuation analysis is really very insightful thanks for the in depth analysis.
@maheshkalkar2101
2 жыл бұрын
Whether companies scale up or not, SOIC is really really scaling up in quality with successive videos. Thoroughly enjoyed the session. Time well spent. Thank you Ishmohit & team. Great going.
@SOICfinance
2 жыл бұрын
Thank you Mahesh for your kind words :) Hope to keep adding value
@JeewanGarg
2 жыл бұрын
Mahesh Ji, Good One
@yatinawaal6682
2 жыл бұрын
Loved the analysis, I'm an investor already in KEI, & I was wondering whether to add to my position after this recent correction in this stock. Now all doubts are gone, I'm going to double my position & look to hold for 3-4 years And yes next video on the undervalued NBFC pls 🙏
@sanyamgupta4762
2 жыл бұрын
Thankyou for such a wonderful analysis. Loved the P2P comparison part in evaluation. Hell yes and Undervalued NBFC!
@SOICfinance
2 жыл бұрын
Thanks for your response. Suggestion noted. Stay tuned.
@shaundias4369
2 жыл бұрын
Thank u soic for such a wonderful business... I did some scuttle butt in the Bussiness of polycab All the electrican were saying polycab are good in wires... Havells surely has wire but they have wires which are fire proof... And they expensive... And people buy more of polycab then havells
@KnowledeFinance
Жыл бұрын
Hi soic team you are doing great work Please resolve one query in case of valuation wherein the PE of the stock is 26.1 is over valued at Rs. 1000 as we have taken 30 x pe in case of bull scenario after 5 years
@SOICfinance
Жыл бұрын
Earnings grew rapidly and I updated my assumptions. Disc: hold it since 1000s
@dejaa_vuu
2 жыл бұрын
Great video, helped me understand I should not transfer cash from liquid, high ROCE, WC squeezed companies into wires. The retail growth is laughablly marginal, and for someone like SOIC to talk about such a high PE company with a negative cash flow, its really a bad reflection. Prospects are all in proxies, and randomly derived forecast. Sometimes your videos make us discover hidden gems, sometimes they help us prevent losing wealth. Will wait and watch if ROCE improves in 2 years, and revisits, will rotate my cash in other sectors till then.
@abdullahkamalpasha4579
2 жыл бұрын
Great work, pls make a detailed study of HOLDING COMPANIES. Regards Kamal
@rajnishkumar76
2 жыл бұрын
I remember reading somewhere that KEI is backward integrated for Copper which Polycab doesn’t have. Hence KEI is able to handle inflation much better. Please suggest if this is correct !
@jyotbirsingh2766
2 жыл бұрын
Very powerful and thorough business analysis. Learnt so much more!! 😁 1. Also wouldn't it make sense to invest in copper companies/commodities. 2. Was hoping to get the excel sheet. Would that be possible?? (Detailed valuation is a must)
@vinodputta5507
2 жыл бұрын
Yes value evaluation with safety margins is good concept..
@MohammedAli-yu9qh
2 жыл бұрын
Your Contents are very much underrated sir...
@GauravVishwakarma1991
2 жыл бұрын
Thank you so much for your video. The valuation part is very good, hope to see it again in future videos.
@rrajeshmottwani7096
2 жыл бұрын
Great insight. Really value your efforts. Detailed valuations is welcome
@juned1094
2 жыл бұрын
Yes pls include valuation. Request next video analysis on the 3rd point. Thanks for this video..full of knowledge as always !!
@bhushanshenoy5955
2 жыл бұрын
One of my favorite KZitem channel
@srikanthsreei5171
2 жыл бұрын
Will you be providing subtitles for webinars that you do in soic course?
@SOICfinance
2 жыл бұрын
Your suggestion noted. Thanks for your interest.
@rajeevranjanchoubey3956
2 жыл бұрын
Thanks for the insightful video. Detailed valuation part is just awesome. Kindly keep it up in coming videos as well. Thanks 🙏
@harshavardhanpatil2830
2 жыл бұрын
I feel liable to like each of your video after watching it. You never keep repeatedly asking for likes and selling of products as other finance youtubers keep on saying atleast 10 times in their videos. Professionalism at its best with quality content!! Thank you!!
@SOICfinance
2 жыл бұрын
Thank you so much for your kind words :)
@skjosimuddin8045
2 жыл бұрын
Big yes for valuation part. Segment for building material.
@vijaykajavadra9221
2 жыл бұрын
Detail Valuation model is nice...to be continuing in next video.
@SOICfinance
2 жыл бұрын
Thanks for your response. Stay tuned.
@ch70208
2 жыл бұрын
Excellent analysis
@aaakshsharma5573
2 жыл бұрын
Great insights....specially the valuation technique.... love to learn more on it
@Topblogger7
2 жыл бұрын
This kind of valuation is excellent 👌. Please make a detailed analysis next on valuation. Thanks 🙏
@SOICfinance
2 жыл бұрын
Thanks for your kind words :) Sure
@kapurarnav1
2 жыл бұрын
Thanks for great video. Further increased my conviction in polycab :-)
@SOICfinance
2 жыл бұрын
Thanks for your response. Your feedback motivates us. Stay tuned.
@sumbag360
2 жыл бұрын
This channel is gold
@harkrishanlal5032
2 жыл бұрын
Helping to understand the overall industry of wires and cables, thanks for all your hard work and much importantly sharing with people like me to decide selecting the best business to invest.
@varunbhura8525
2 жыл бұрын
One of the best case study till I have learned from soic 👍
@animeshchowdhury2681
2 жыл бұрын
Nice analysis. where do you see Orient electric and Crompton Greaves sits in current landscape and going forward. Looking for a video or webinar on PLI scheme for Dixon tech, havells, xpro and Amber enterprise.☘️
@sampatel2274
2 жыл бұрын
Yes please add the valuation section in all videos
@dineshpatil1070
2 жыл бұрын
Yes..For valuation
@t063-shubhambhatt3
2 жыл бұрын
Paaji please make video on fine organics 👌👌👌, I think it should become multibagger stock for next decade.
@gyanojidalvi1106
2 жыл бұрын
Pros and cons given with deep knowledge.
@inderkr7695
2 жыл бұрын
Hell yesss… this format is definitely reqd in the field of investing
@SOICfinance
2 жыл бұрын
Thanks for your feedback. Hope to keep adding value. Stay tuned.
@jaisharma777
2 жыл бұрын
Excellent amazing as usual.... being belong to power transmission sector ...must say u have given great insight of the sector and given the concept and comparison with peers are amazing...great learning ...keep it up ...hats of to you ...thank you so much sir for the session
@akhaleefa
2 жыл бұрын
Think of finding a company which has given similar rewards as Wipro Ltd in the past. Was fascinating to know that a mere 10,000 rupees investment way back in 1980 has become 700 plus crores in 2021. Regards.
@babusonadas2391
2 жыл бұрын
Detail valuation is really healpful
@AmitSingh-ct6lv
2 жыл бұрын
In-depth Analysis. Thanks Sir.
@SOICfinance
2 жыл бұрын
Most Welcome :)
@arjungupta3348
2 жыл бұрын
great analysis. Liked the valuations method. Keep it up! My vote for next video is for art of selling
@SOICfinance
2 жыл бұрын
Thank you :)
@lokendrabhati1808
2 жыл бұрын
Wonderful analysis...Eagerly waits for your sunday case study...Thanks so much for guiding us..Valuation portion is very good keep including such valuation analysis in every case study.....
@SOICfinance
2 жыл бұрын
Thanks Lokendra :)
@vinayy7080
2 жыл бұрын
Hi Yes valuation part is very good.. with present inflation numbers can you do FMCG sector review
@Rakesh.Bahadur
2 жыл бұрын
Thank you so much for this helpful video... I hope you will add "Valuation" part in all your upcoming videos.
@SOICfinance
2 жыл бұрын
Thanks for your feedback. Stay tuned.
@chaitrabhat
2 жыл бұрын
Keep the valuation part in all the videos.. its like cherry on the cake. loving it
@tejravi5163
2 жыл бұрын
Excellent analysis.. Thank you for the knowledge imparted.
@SOICfinance
2 жыл бұрын
Thanks for your kind word. Stay tuned.
@niladribanerjee2821
2 жыл бұрын
12:42 me Polycab k badle KEI hota. Great video as usual.
@ArijitMukhopadhyay
2 жыл бұрын
Hell yes! Art of selling 😊
@The-Learning-Factory
2 жыл бұрын
Definitely yes for the valuations!!! Thanks for sharing.
@x_man007
2 жыл бұрын
Great way of analysing valuation please put this in every video 🙏
@debasisbhattacharyya3426
2 жыл бұрын
Great to add valuation segment.Thank you
@shivamchawla6043
2 жыл бұрын
Valuation part was nice. Easy to understand ❤️ Great work ishmohit sir ji as always
@SOICfinance
2 жыл бұрын
Thanks for your feedback. Keeps us motivated. Stay tuned.
@AdityaSingh-bs3kf
2 жыл бұрын
hey, dont you think if the company is moving to without recourse model then the trade receivable will be treated as loan and the company also have to incur some additional expenses like administration cost, etc of the bank .although the WC cycle will reduce but it will increase the gearing of the company.
@uvaiseahmed8929
2 жыл бұрын
Thanks you. Yes pls include valuation analysis in all of your analysis videos.
@jdantina
2 жыл бұрын
Yes do very very detailed valuation in all the videos.... next on NBFC
@ppmmbb999
2 жыл бұрын
Thank you for this informative content.
@seigahikui
2 жыл бұрын
Another gem by SOIC, thanks for this deep-dive informative video
@SOICfinance
2 жыл бұрын
Thanks Pawan :)
@rmnthbhagat
2 жыл бұрын
Thanks a lot for this extensive knowledge... this much valuation is enough.
@muditchopra8036
2 жыл бұрын
Please add valuation part.. next video on building material supplier please.. are you invested in kei or any of the wire companies?
@jaganmohanch
2 жыл бұрын
Hello Ishmohit, As usual great efforts in consolidation of wires and cables industries and focus on a specific stock. Just a suggestion, it seems you and team put lot of efforts on preparing slides, sometimes you are very quick in closing that information before some one read. Instead you flash the content and talk in a window (you are already doing this for many slides) for some time. This is only suggestion, as i know the pain of preparing this kind of content with graphics and highlighting while talking. All the very best. Looking forward for many more.
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