Dear All, Please note that the video is complete video from analysis perspective. We record these videos through live session with our PRACTITIONER members where my presentation is followed by Q&A. We have not included the Q&A section (we do not do). Thats why it seems so as while I could finish last line, one of members unmuted to ask questions. To know more about our PRACTITIONER membership (financial year end discount is on), please check here: learn.scientificinvesting.in/learn/SI-PRACTITIONER-MEMBERSHIP Also, we are doing a 8 hour deep dive on IT sector in detail, to attend the deep dive, register here: rzp.io/l/BNrRKEt4A
@ayushchandak8439
Жыл бұрын
Great Effort to explain each point🙌. Thank you, keep work and the video comming 😄.
@veerushiva58
Жыл бұрын
Great Analysis and simple to understand .. Thanks
@legalmatters702
Жыл бұрын
Great video for education
@suhasmore9567
Жыл бұрын
Great analysis.All angle covered.
@shaikabdulmugni5416
11 ай бұрын
really valuable, it would be great if you can attach the excel sheets & ppt along with the video.
@pankajmalik6388
Жыл бұрын
Nice presentation & subscribed now
@PurushothamGovardhan
Жыл бұрын
Good analysis. But it is very clear that demand has softened both in India and abroad. The huge capacity addition is going to be a pain in a slow growing industry for next 5 years. Earlier high demand and margin was due to inventory stocking due to covid led logistics disruption. The management themselves says they got it wrong and the said 3500 Cr will take 5 years to materialise and that too hopefully. Competitor "consolidation" will lead to more price competition but how are saying competition "exit"? Unlike paint industry this one is unfortunately cyclical, has margin volatility and has no control on RM, antidumping dynamics.
@ScientificInvesting
Жыл бұрын
Thanks Purushotham. The exit of top 2 companies is in public domain and I have highlighted the same. The whole analysis of 20+ years was only to highlight the cyclicity of business. There is nothing which is not cyclic, extent differs n this one is highly cyclic as highlighted
@ankitagarwal9502
Жыл бұрын
very nice explanation
@btw143
Жыл бұрын
Very informative
@bhuvanahujaca
Жыл бұрын
Indepth Analysis....Superb 👍
@RAKESHKUMAR-cm7op
Жыл бұрын
Great detailed analysis
@akrstudio8330
Жыл бұрын
Superb analysis.
@kittymalhotra6445
Жыл бұрын
Superb
@aniljanghale4381
Жыл бұрын
Wow content
@mayankmakkar4126
Жыл бұрын
When pigments industry will grow at 3-4% CAGR and Sudarshan is already 3rd largest player globally, don't you think there is less scope for increasing revenues (despite cyclicality) and sustaining a revenue growth? Further, the large global players who have "sold" their capacities, it clearly means that capacity is still there but with someone else. It has not been destroyed. So wanted to ask your opinion on these aspects with respect to mainly future run-rate? Margins can revert, yes but what about revenue growth considering the above concerns?
@vijaygehlot1699
Жыл бұрын
👌👌
@iamasimplefinancialequityenthu
Жыл бұрын
You make excellent ppts , how you made them
@harry6161
Жыл бұрын
With selling of new property, what can be its implications?
@akhilgoel2223
Жыл бұрын
Great analysis, but seems incomplete video
@pratikjain1310
Жыл бұрын
Why stock is in continuous uptrend jus before the release of vdo.....is it informed circle buying???? Like similar happens before any SOIC vdo uploads
@ScientificInvesting
Жыл бұрын
I already presented this stock during Feb at one of national investing forums. One of big investors of this stock has been buying from last 2 quarters. Please check relevant data for the same
@pratikjain1310
Жыл бұрын
@@ScientificInvesting okay...thnx for clearing the doubt
@cristianouzumaki2455
Жыл бұрын
Why not Dynemic Products ?
@ScientificInvesting
Жыл бұрын
does not even qualifies my basic screening criteria
@darshangala6486
Жыл бұрын
Where can wee see the full video?
@ScientificInvesting
Жыл бұрын
please check pinned comment
@rangadhardas6815
Жыл бұрын
Sound is very slow. Not audible. That's why I skip it.
@ScientificInvesting
Жыл бұрын
No one else faced this issue.
@akashchoudhary502
Жыл бұрын
Can we get the ppt
@ScientificInvesting
Жыл бұрын
We do not allow PPT for download. However, PPTs are available for viewing and excels for downloading in our PRACTITIONER membership
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