A 30x Bagger that has fallen 50%| Sudarshan Chemicals 😱

Рет қаралды 74,438

7 ай бұрын

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Business analysis - Sudarshan Chemical Industries Limited
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Пікірлер: 192

@rajatbanerjee6323 7 ай бұрын

Darshan of Sudharshan... It is called tod fod analysis of a business... The historical analysis of financial statements was awesome. HPP can be the game changer during the upcycle is quite clear. Also, we can now differentiate growth capex vs maintenance capex. How European operations shut down helps Sudarshan is crystal clear. A hint is also given about Ingravia and Camlin, a subtle opposing view. A magnificent video on how to do cyclical investing or deep value investing in 30 minutes. The mean reversion "what never changes in a changing world" - Morgan Housel from the book "same as ever".

@nanda.k 7 ай бұрын

Man, what an analysis connecting the dots. started with sales ,profit, Capex, Turnovers .... Hats off!

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@toplist3257 7 ай бұрын

Great session,learned a lot Could you please cover precision camshafts and siyaram silk mills next.

@kalpesh4430 7 ай бұрын

@ishmohit great video once again, I wanted to know have you checked related party transactions, lot of money going out to some firms since many years. I studied this business few years back, wrote to management but they never replied even after repeated followups. That kept me from owning this business.

@Harryprasad930 7 ай бұрын

Hello sir... What a analysis... Please do this type of bottom out stock more frequently rather than all time high stocks and sector...

@smitpatil97 7 ай бұрын

Great session, Divis would be great for next analysis

@Kaizad78 7 ай бұрын

Goldmine of knowledge. Thanks SOIC🎉❤❤

@ShivamGupta-wf5ni 7 ай бұрын

Isomohit bhai you are like mentor for small retail investors like me.❤

@Djrahul1000 7 ай бұрын

Thank you for teaching stage analysis, same thing happening in Balaji amines, some perfect example this as well..

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@keepGoing612 7 ай бұрын

Paaji one question - what should be the minimum market share for a good company, so that we can do further research on that ,is it above 20% or something else, please resolve this doubt paaji.

@surendranathpavuluri 7 ай бұрын

Thank you, Mr. Aurora for the beautiful presentation.🙏 Can you please cover pharma companies next

@SOICfinance 7 ай бұрын

Thank you for watching our videos. We have covered it in our previous videos. Please watch.🙏

@parthparth1246 7 ай бұрын

thank you sir for sharing knowledge🙏🙏🙏

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@user-sf9fe9ec3p 7 ай бұрын

I really appreciate it !keep it up

@rishabjain129 7 ай бұрын

Sir please tell video title of retail sector analysis

@navinchopra8843 7 ай бұрын

Excellent Analysis. But also request you to give a kind of hint to buy at current levels or not. Pl make a video on MTAR TECH.

@Gm-gp4ys 7 ай бұрын

Please discuss fine organics sir..

@rameshbhat6508 7 ай бұрын

Thank u for detailed analysis.keep it up.

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@tushargaur8528 7 ай бұрын

Exit strategy for FMCG stocks ?

@vreducation5388 7 ай бұрын

Very nice session sir ❤ Konsi esi kitabe hai jinko padhkar me successful investor ban skata hu like you by reading books 📚 ??

@guptnptube 7 ай бұрын

Again one more exallent learning by you boss. Thanks a lot🎉

@SOICfinance 7 ай бұрын

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

@atinderpalsingh2473 7 ай бұрын

Thanks for the analysis. Can you please analyze Gujrat Flourochemicals next. Thanks again !!

@healyou4243 7 ай бұрын

Video hai full 1 hour ki

@rajeshmeda8508 7 ай бұрын

Capital cycle concept : Are we seeing the threat to cable & wires Industry, as many players I see these days into this ? Polycab & KEI enjoys 45+ PE as of today

@AbhiYadav1593 7 ай бұрын

Hi Ishmohit. Request you to make a detailed analysis on Ultramarine and Pigments. Once u said u will make it. So still waiting. Thank you

@screech9872 7 ай бұрын

thank you.

@simplistictrading 7 ай бұрын

Can you please do a review of atul industries , it has also fallen almost 30-40% and has a long history of being in chemical business

@rajatsharmakr 7 ай бұрын

Please make a detailed business analysis on ikio lightening

@mirmouzamali4570 7 ай бұрын

Question on reverse DCF: Aren't we supposed to remove the impact of one-off land sale from the TTM earning figure used to calculate the implied growth rate. That will give you a very different number. Moreover, is it preferable to use TTM sales (P/S) or Cash Flows (P/CF) instead of TTM profits (P/E) to calculate reverse DCF given the cyclical nature of margins & high depreciation on P&L? Of course karna to FCF par hai but shayad wo future me ajaye with no more capex requirement in near future.

@SOICfinance 7 ай бұрын

I used the cash flows to do the reverse DCF and not TTM earnings Big fan of doing BULL VS BEAR VS Base scenarios in such cos. Check the conclusion video in SOIC memerbship

@SOICfinance 7 ай бұрын

Rechecking if I have made a mistake

@mirmouzamali4570 7 ай бұрын

Thanks Ish !!! actually 318 is the TTM Net profit but I think co. will generate similar figure CFO for the year anyways. Kal raat se Sudarshan ki analysis he dimaag me chal rahi hai 😵‍💫@@SOICfinance

@SANDEEPROKADEYoursTruly 7 ай бұрын

Plz next on Macpower cnc Gokul Agro (Fmcg) Cenlub TRIL (power proxy) Deepak Nitrate

@vikashkedia1 7 ай бұрын

Love your analysis ❤. All research analysts from large American organisations should learn from you. Only one who runs his own biz can be so well read and can understand such diverse analysis of stocks from different sectors and life cycles. I missed seeing some financial projections that you talked about, even if basic for larger audience.

@SOICfinance 7 ай бұрын

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

@shivans3495 7 ай бұрын

Hi sir If possible, a detailed analysis on Affle India please

@prabodhawate4006 7 ай бұрын

Great Analysis

@kisstock 7 ай бұрын

Who is the competitior 5x the size ?

@niladribanerjee2821 7 ай бұрын

Brother IT ka kuch discussion kre. Rate cut ane wala hai and mid cap small cap already booming.

@yudhvirsingh4246 7 ай бұрын

I am not a subscriber to your soic but always appreciated your sincere hard work. I hope some day you'll come up with a stock that would probably turn out to be a five bagger in early future. Love you bro.

@tovishalck 7 ай бұрын

Can you take up idfc first bank for analysis?

@ashis0812 7 ай бұрын

Please make a video on netweb share analysis

@NeronInvestmentFund 7 ай бұрын

I have added around 465 but still i feel it will take more time

@kaushikpatel553 7 ай бұрын

Please make video on ice make refrigeration.

@mitulvaghasia5038 7 ай бұрын

Great Analysis Sir...

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@soumikchanda9409 7 ай бұрын

Paaji, you have done fundamental analysis of various chemical stocks including Balaji and Alkyl Amine, Deepak Nitrite, PI Industries, Clean Science, Apcotex and now Sudharsan which helps us immensely to understand their supply chain and uses in various industrial sector and personally I like this approach very much. But if you cover the Bromine (like Archean Chemical) industry like you did before for all of that ; it will be very helpful for me.

@SOICfinance 7 ай бұрын

We're happy to know our content is resourceful for learners like you. Thank you for the suggestion. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍

@harshvardhangupta2208 7 ай бұрын

Please Make a Deep Leanring on RCF PSU company . THANKS 😊

@svnrm2004 7 ай бұрын

Super Analysis 👌👌🙏

@swarnabhasarkar570 7 ай бұрын

I have started investing since late 2021... I am having 2portfolios...one is 32% up and another 40% up

@hemanthk6960 7 ай бұрын

Thanks for letting us know .. Which channels did you follow sir ??

@rameshajmani5777 7 ай бұрын

Pl analyse NITTA GELATIN (fera CO eps 101) , MARKET PRICE 795 AND ITL INDUSTRIES EPS 27 MARKET PRICE 299

@pronobmukerjee6054 7 ай бұрын

Do analysis of Alkyl Amines

@TechieIndia 7 ай бұрын

I looked the screener and Tijori finance and their fixed asset as of FY2023 is 1126Cr. Does the gross block include something else than the fixed asset+cwip ?

@hardikpatel4233 7 ай бұрын

It also includes accumulated depreciation in balance sheet

@TechieIndia 7 ай бұрын

@@hardikpatel4233 Could you explain this in detail. What is accumulated depreciation

@TechieIndia 7 ай бұрын

@@hardikpatel4233 And why it is included?

@mohammadahmadkhan4000 7 ай бұрын

sare bharat mai Aap jaisa teacher koee nahee, small & reatail ko aap se achch koee nahee cikha sakta 🎉

@SOICfinance 7 ай бұрын

@karanwadhwani597 7 ай бұрын

Just a question. Arent there any other competitors of Sudarshan chemicals in India?

@aakashlulla7959 7 ай бұрын

Very small.... Earlier BASF and clariant were their but they have existed this industry

@sheetal919 7 ай бұрын

Thank you sir

@navneetrakumar1881 7 ай бұрын

Sir ur view about GPIL GODAWARI POWER ISPAT❤

@sunnyprajapati1105 7 ай бұрын

Always add valuation of journey

@pranavthakkar3258 7 ай бұрын

Please prepare analysis for Indiabulls Housing Finance

@manojranjan582 7 ай бұрын

Pranam sir 🙏

@Omprakash-ol9rx 7 ай бұрын

Thank you Sir. Your Analysis is always great

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@harpreetahluwalia9940 7 ай бұрын

Great analysis. I want to become sonic member . Please help

@RajpalS63 7 ай бұрын

Excellent analysis. If possible then please do a study on GMM PHAUDLER.

@manishjoshi8454 4 ай бұрын

The stock is performing really well now- gone up a lot since u last covered

@prasannal7058 7 ай бұрын

Sir Please analyze the VFX industry.....now using everywhere

@TheAmolchavan 7 ай бұрын

how can one track the pigment prices at one place?

@aakashlulla7959 7 ай бұрын

Apko business krna hai kya pigment mei? 😁.... Just look for news and raw material price... Majorly is crude...

@ashishkumardash9746 7 ай бұрын

Your every analysis is superb.

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@pramatheshshrivastav3030 7 ай бұрын

Awesome. Loved it. Hell Yes!!

@SOICfinance 7 ай бұрын

🤝😃 We're glad to know our content adds value to your learning experience. Thank you for choosing to study with SOIC. 🙌

@raushp2472 7 ай бұрын

Earlier there was no advertisement in this channel ...Now advertisement started coming on this channel too...what happens

@ishmohit1 7 ай бұрын

KZfaq mandatory policy to enforce ads

@dhruvhnk6860 7 ай бұрын

Please share thoughts on GMM Pfaudler

@guptastationary2009 7 ай бұрын

Hle

@ketanmehta3506 7 ай бұрын

As always you are best

@CUTEMOTIONS 7 ай бұрын

Excellent 🎉🎉

@abhijeetkolekar8729 7 ай бұрын

Sir ice Make ke upar video banao

@vbvishwakarmabipin3581 7 ай бұрын

Thank you for education ❤

@SOICfinance 7 ай бұрын

@mukul87123k 7 ай бұрын

Please discuss Polyplex

@rohandedhia165 7 ай бұрын

Excellent Research

@SOICfinance 7 ай бұрын

🙌😃

@arsalaan8039 7 ай бұрын

Key Learning - Analysing a cyclical business Next video - Renewable Energy stock - KPI Green Energy

@knowledgelittle-little276 7 ай бұрын

Apki mehnat ko 1000 topo ki salami Love u bro

@SOICfinance 7 ай бұрын

😊🙏

@deepakkumar-eh4wm 7 ай бұрын

Sir course renewal link please

@bhuwanpandey3 7 ай бұрын

Vinati organics view pls

@healyou4243 7 ай бұрын

Sir aarti bhi same dikha ra charts pe bhi

@prameyprabhudesai864 7 ай бұрын

I will only say Ishmohit is a gem of an analyst👏🏼👏🏼👍🏼👌🏼

@kartiknune1331 7 ай бұрын

Radico khaitan is playing the premiumisation trend. It has changed a lot since it was discussed on soic. Make a follow-up on the stock. It seems overvalued too now

@Madhavvibes 7 ай бұрын

Awesome knowledge learn channel

@SOICfinance 7 ай бұрын

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

@hrushikeshpatil9800 7 ай бұрын

Invested since June 23

@manojpatil2288 7 ай бұрын

EMS sector analysis

@kumarvarun6421 7 ай бұрын

Sir there is a company by the name of ROBU I had been a costomer of it for a long time but now I got to know that the company is listed it is a 500 cr company please if you may help me analyse it.

@SOICfinance 7 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@Shipofstocks 7 ай бұрын

Nice analysis. Please make a video on Aarati industries

@SOICfinance 7 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@puneetshrivastava4262 7 ай бұрын

Didn't expect Sudarshan 😮

@ezhilmaniinbanathan5677 7 ай бұрын

Congrats on your 5 wickets haul today 🎉

@madhavaramvikramrao4665 7 ай бұрын

Please analyse Vishnu Chemicals

@deepakgarg9803 7 ай бұрын

Sir Please Share your Valuable View about Chemical Stocks :- Paradeep Phos........Grauer and Weil (India) Ltd..........Himadri Special......

@niveyshak 7 ай бұрын

Price action has turned bullish as well Ishmohit. Good spot

@Summer-mk5cf 7 ай бұрын

Double certification by arka and ishmohit

@CA_Joydeep 7 ай бұрын

Do we know why promotor shareholding has been falling continuously?

@SOICfinance 7 ай бұрын

Non Active Promoters have been selling

@vipulpandeymyfriendworldis7725 7 ай бұрын

🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏 Hope if you can do 2 videos/ week. New opportunity for buying/ possible reversals. 👍👍👍👍👍👍👍👍👍👍👍👍👍👍👍👍

@Junaid_x01 7 ай бұрын

EAST OR WEST SOIC IS BEST 👌🏻 ❤

@SOICfinance 7 ай бұрын

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

@tushargaur8528 7 ай бұрын

Thanks sir ji 😊❤

@SOICfinance 7 ай бұрын

😊🙏

@manojpatil2288 7 ай бұрын

Aether Industries analysis

@hemantbihany2158 7 ай бұрын

Panacia bio analysis

@sameerlamba2360 7 ай бұрын

Hbl power par video bana do agar ho sake

@skm16191 7 ай бұрын

Need captions in English

@manojpatil2288 7 ай бұрын

Prince pipes details analysis

@cbzgouse3004 7 ай бұрын

Vijay Kedia pick

@rishinarang520 7 ай бұрын

Company discussed in the video Sudarshan Chemical

@mayankgurjar5209 7 ай бұрын

One analysis of Glenmark life science please sir

@SOICfinance 7 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@gyanojidalvi1106 7 ай бұрын

My humble request you to next video.....on ITC or FMCG sector..🎉

@SOICfinance 7 ай бұрын

Thank you for watching our videos. We have covered both in our previous videos. Please watch. 😊🙏

@nareshbeniwal5293 7 ай бұрын

Next Tarsons products, Tega industry, Vmart,Campus

@venkateshpachigulla 7 ай бұрын

Friday it became bullish