One Stock to play The Real Estate Sector in India: Acrysil|Proxy to Housing?

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Күн бұрын

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Dear viewers, some of the best-listed wealth generators have conquered a niche and scaled in that niche for multiple years successfully. In this video we will discuss Acrysil, it is one such business that operates in a niche industry that is experiencing tailwinds due to the housing recovery all over the world.
The Business Story is covered in the following parts:
1. Why study the Sink Industry?
2. What is the Industry Structure?
3. Acysil's History and potential Size of the Opportunity
4. Scuttlebutt: Talking to Builders and Dealers
5. Valuations: Risk & Reward
Business Analysis - Carysil Ltd
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Time Stamps:
Intro (0:00)
Why study the Sink Industry? (2:44)
What is the industry structure? (3:25)
Acysil's history and potential size of the opportunity (5:30)
Scuttlebutt: Talking to Builders and Dealers (7:12)
Barriers to Entry in the Business (10:03)
Product wise Revenue (11:32)
Competitive Advantage (12:04)
Key Partnerships (13:21)
Increasing Domestic Revenue (16:10)
SOIC Membership (16:38)
Expanding Domestic Industry (18:06)
Key Financials (21:04)
Thesis Pointers (24:38)
Antithesis Pointers (26:33)
Valuations: Risk & Reward (28:00)
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Пікірлер: 278

@SOICfinance 2 жыл бұрын

🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs

@piyushsharma5372 9 ай бұрын

@dev34408 3 жыл бұрын

SOIC is doing very good analysis. Only problem is, all his selected stocks so far are momentum, trending ones, and mostly in overvalued zone. Please analyse some fundamentally good stocks which are out of flavour now.

@TheSouresh 2 жыл бұрын

See their analysis of IDFC First bank (out of favour stock). See their analysis of Deepak nitrate, PI Industries, Balkrishna industries. Those are 1 yr old and the stock price moved heavily. You can't say a stock just by looking at the PE ratio alone. Ive found their channel recently. You can see the recent analysis and do your own research to see what is the potential or whether it matches with your investing style or not.

@vision6482 2 жыл бұрын

A valued comapany never overvalued, for long term at 1800 IRCTC was overvalued for many people now u can see

@dev34408 2 жыл бұрын

@@vision6482 an overvalued stock can stay overvalued for a very long time

@believeinyourselfrob4378 2 жыл бұрын

I have been tracking it for last 10 months and bought today only...u may be right in wrong sense🤣👍

@dev34408 2 жыл бұрын

@@believeinyourselfrob4378 I own Acrysil much before it became a trend. My point is don't put videos analysing only the stocks which are trending now. Analyse which are under valued now and can rise in future.

@MahanParag 3 жыл бұрын

My Acrylic investment became 2x today Very happy to this video ☺️

@karansheth820 3 жыл бұрын

You’re doing great service bro, your analysis is next level. Hats off to your efforts!

@hiteshpandey067 2 жыл бұрын

The best part is you talk with dealers and customers. Your dedication to research business is on a different level👏🏼👏🏼

@SOICfinance 2 жыл бұрын

Thanks for your kind words. Glad you liked it :) Hope to keep adding value in your investing journey

@KirtiRanjan 2 жыл бұрын

Very true. Never heard any KZfaqr doing it.

@mathewseapen7000 3 жыл бұрын

Away from the SOIC's routine pharma and chemical sector stock analysis. Something new. Thankyou

@jimmykagathara5626 3 жыл бұрын

Thankuu so much Ishmohit for Video on Acrysil... Long waiting... Please consider following companies in future 1) Stylam Ind 2) Ganesha Ecosphere 3) Eco Reco ( Very small company but unique )

@onkarsingh5636 3 жыл бұрын

Excellent , as usual ! You have set a very high standard! Continue the good work!

@ankurbordoloi3842 3 жыл бұрын

I haven't seen any better analysis than you do,its another level.Keep up the good work. Watched all of your analysis. Eagerly waiting for the next video.

@santumanna5392 3 жыл бұрын

Paji again you are great 🙏🙏🙏❤️❤️❤️💐this is one of my favorite channel, very good research, thank you so much for your hard work 👌❤️💐

@JitendraKumar-ih1kq 3 жыл бұрын

Complete in-depth analysis, very interesting. Good job. Eagerly waiting for next video

@rohitmehta6398 3 жыл бұрын

Very interesting presentation . Thanks for introducing us to new companies .

@arkendukundu2478 3 жыл бұрын

Great !!! Eagerly waiting for the Large Cap top 10 :)

@rajnishsharma2084 3 жыл бұрын

Love the way you explain it in hindi. It makes easy to understand. Thanks 🙏🙏

@vamshi19881 3 жыл бұрын

Acrysil added in my portfolio yesterday.. Thank you SOIC for detailed insight

@harshitsingh-sy1ng 3 жыл бұрын

Aap k efforts ko...... like banta hai sir 👍

@ravindrabajpeyi4841 3 жыл бұрын

Once again, you explained acrysil in a very smart way, I like your explaining power

@ravijaiswal1221 3 жыл бұрын

Another Masterwork…thanks for taking us to new avenue as you always do…Wish you a god speed….💐

@priyeshshastri3510 3 жыл бұрын

Happy to See Another Deep dive in Business. Fortunately this is My First Pic In last November through Fundamental Analyst. Thanks a lot. Always Exited about your Videos.

@samabratachattopadhyay 3 жыл бұрын

Ohh bhaisaab keya solid content hain.... Hats off @ismohit bhai... So much dedication 👏🏽👏🏽

@kalpeshkatariya6520 3 жыл бұрын

Excellent work soic.....one of the best youtuber in business anlysis

@saifsattar 3 жыл бұрын

Another excellent video from the house of SOIC. Each and every time get to learn something new about a company that is unknown. Any update on Neuland's result podcast?

@tansenbasekar7682 3 жыл бұрын

From long time Acrysil is on my radar but by your this video in HINDI my views have changed, Love to watch videos in HINDI.

@makbulkirana1099 3 жыл бұрын

We eagerly wait for you dear,,, you are very intelligent person 😍 love you ❤️

@koshyjoseph2605 3 жыл бұрын

Superb in depth analysis with greater depth. Hats off.

@ronakprajapati5338 3 жыл бұрын

What a great insight you are always provide......thank you

@prathameshsingh9877 3 жыл бұрын

Have been invested in acrysil since 300 level your video has given me extra confidence to hold it for long. Love from Share Academy family!!

@RohitKumar-ci7mf 3 жыл бұрын

Bhai 300 se hin Ayaan sir ne recommend kiya tha ... Man mai etta piche kese chut rha .. 🥺🙄

@swamik4461 3 жыл бұрын

@@jaggjitchawla1315 👌👌

@RohitKumar-ci7mf 3 жыл бұрын

@@jaggjitchawla1315 OP sir ... investing like af ❤️❤️❤️ Btw help us too man . PoorWe 🥺🥺

@digvijaysingh026 3 жыл бұрын

As an retail investor I only know big companies or Big brand companies But you bring some totally new companies and sectors which increases our Analysis and observation

@UdaySingh-qg1pj 3 жыл бұрын

Acrysil has major competition in the domestic business where there are a number of local manufacturers making quartz sink starting at the price of 4000 under Make in India initiatives.. I recently bought a quartz sink from a local shop at this price.

@TheAnhsirkamar 3 жыл бұрын

It is a contract Manufacturer targeting globe Look at it like that !!

@UdaySingh-qg1pj 3 жыл бұрын

@@TheAnhsirkamar yes only global...in the domestic market they can't make much profit. Local products are half the price of what they sell at.

@gaurav70003 3 жыл бұрын

Amazing content

@SOICfinance 3 жыл бұрын

@@TheAnhsirkamar Fully agreed, quality is way better too in terms of finishing

@puk4166 3 жыл бұрын

Competitor are from Morbi based quartz and ceramic factories

@hariomkushwah2161 3 жыл бұрын

सर् जी no word for u ... Ur analysis and your depth data is super s bhi upperr

@Sachin_Havale 3 жыл бұрын

Hat's Off Sir Superb Deeply Study of Bussiness

@rammahesh3349 3 жыл бұрын

Thank you Mohit sir for analysing new industries waiting for your next video

@mubeen4ever 3 жыл бұрын

Really great analysis, quite new perspective. You are doing really good job. hats of to you and your team.

@jamesstephen1516 3 жыл бұрын

Hats off to see a quality ppt. Thanks

@sureshlaxman8629 3 жыл бұрын

Every video has some learning ...thanks 🙏🙏🙏

@gangegowdad6742 3 жыл бұрын

🙏, very informative and insightful video sir, kindly keep doing this wonderful analysis of stocks which is very helpful to small retail investor like me. Thank you very much sir.

@radherani2811 3 жыл бұрын

Great education point by point on every topic thanks

@caanishgoyal4456 3 жыл бұрын

No words 🙏🙏 Just hats off sardar ji 👍👍

@Pgsgopi 3 жыл бұрын

Sir one kind request.could you please do videos in english..

@prasadrao8938 3 жыл бұрын

Very interesting analysis, your views multidimensional with strong back up of comparative analysis of emerging concepts

@nareshfjain2987 3 жыл бұрын

Personally I think research and commentary perfect

@kuldeepyadav6530 3 жыл бұрын

No doubt u have a wonderful way of explaining fundamentals of listed companies but i think u r more focused on stocks which have had a great run in last 1-2 years. I assume it could be more interesting and profitable to understand some new stocks which are poised for great run in future.

@ishmohit1 3 жыл бұрын

Already been owning chemicals, pharma and Financials. This is my circle of Competence and had worked well for me :) incrementally shifting to Financials. Given no one likes them today

@azzukamusicnocopyright9697 3 жыл бұрын

Hats off brother amazing detailed analysis

@kedarisgreat 3 жыл бұрын

I like his conviction.

@jpsharma101 3 жыл бұрын

Dear I never knew abt quartz sink till now. Fantastic business of Acrisyl came to know today class analyzing of each picks by u I see every one

@amarnadh8374 3 жыл бұрын

Hai sir I am from Andhra Pradesh last two months back I watched your video now I completed your all video your way analysis is next level After seeing of your play list seeking wisdom & book review I changed my way investing :) Pl make this type of videos sir

@JayShankarpure 3 жыл бұрын

Amazing editing sir

@atulthakur6627 3 жыл бұрын

ek dam right information sir

@mahantheshdn940 3 жыл бұрын

Excellent video thank u team soic

@MrVikassonu 3 жыл бұрын

Sir hats off ❤️ added this to my portfolio

@nazeemummer1 3 жыл бұрын

double like, a company and industry I don't think anyone had looked at recently!

@mahendraa 3 жыл бұрын

In the last one year it's rallied more than 600% Thought to invest when it was 200+ but couldn't understand the fundamentals.. 😭

@RohitKumar-ci7mf 3 жыл бұрын

@@mahendraa fuck yaar scchi kya 🙄 😭

@samabratachattopadhyay 3 жыл бұрын

@@mahendraa same thing with me...😢tracking from 220 levels but suddenly price skyrocketed.. 😔

@madanlal7120 3 жыл бұрын

I enter in this company at 334 and add more at 580.

@desyguru 3 жыл бұрын

Entered around 130 @ recommendation of Sandeep Jain ( Jaipur wale) and bulked up around 180. Now holding very comfortably. Expecting price to close in 1800 range by 2023.

@sunilpreddy 3 жыл бұрын

Great analysis as usual...I learnt a lot on acrysil.

@swamik4461 3 жыл бұрын

Very nice analysis 😍 Hats off 👌 Love from share academy

@balakasireddy1079 3 жыл бұрын

Great sharing of knowledge... thank you 🙏

@canshare122 3 жыл бұрын

.Your way of analysing is at another level... MOAT channel on KZfaq :) ....i have ever seen ....Thanks a lot Brother..

@avinashchugh8230 3 жыл бұрын

Sir great analysis holding acrysil since 100

@neetur-id7fi 3 жыл бұрын

Very good analysis sir...investor also think themselves.

@jaishruti 3 жыл бұрын

Great learning

@samirmasrani9810 3 жыл бұрын

Great insight 🙏

@chiragbansal2070 3 жыл бұрын

Can I get the link to comaprison between neogen and aromatic chemical..where ishmohit has discussed about a chemcial ev company as well

@everyoneisthewinner7579 3 жыл бұрын

You are simply great 💐💐🌹

@rajanchauhan8140 3 жыл бұрын

Great analysis As usual Thanks a lot Big Brother 😇🙏

@pankajpradhan8148 3 жыл бұрын

Excellent Analysis

@vaishalishete8644 2 жыл бұрын

La opala rg ,amrutanajan, niit and acrysil Looks interesting Keep an eye guyz

@akashck2987 3 жыл бұрын

Hats of to your anlisie sir

@dr.jitendrasingh5505 3 жыл бұрын

Great as always

@ketansolanki9373 2 жыл бұрын

I liked the way you explain..a very good /new message ..on your jersey..no ads...deep knowledge/study..on selected topic.. thank you...

@SOICfinance 2 жыл бұрын

Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

@shashankpandey1434 3 жыл бұрын

@soic sir, which software u use to make your videos?

@dr.manoharmehta544 3 жыл бұрын

At the end of presentation where u mention currently risk reward ratio is not favourable leave us with home work to study it further That’s great learning Thanks

@takethewalk2128 2 жыл бұрын

Analysis is good... great video. Acrysil may now do 550+ cr revenue in this fiscal year(FY22).

@Nimitali 3 жыл бұрын

Paaji tussi cha gaye ho..great work

@musicalmanish302 3 жыл бұрын

Thank u vry much....

@MrThiyagu 3 жыл бұрын

Good analysis bro 👍🏼

@raunaqueiquebal7088 3 жыл бұрын

very well explained

@sskprl 3 жыл бұрын

Very informative.

@ansreenu4001 3 жыл бұрын

Great effort

@kushalb999 3 жыл бұрын

Ksolves ...share long-term ke liye le sakte hai..Pls reply

@ronakprajapati5338 3 жыл бұрын

Great going sir

@truefinders565 3 жыл бұрын

Simply excellent

@ravikiran6424 3 жыл бұрын

Great analysis

@KumarRajput1322 3 жыл бұрын

भाई आप जड़ से शुरू करते हैं मजा आता है।। इंट्रेस्टिंग 😊😊🥰🥰🥰❤️

@kapilthukral1258 3 жыл бұрын

GREAT INFO THANKS

@ra4u1212 3 жыл бұрын

Great Analysis as always.Nice graphics to give info while you explain. Are there any chances of stainless steel sinks growing to the same size as quartz sink?

@kalpeshpathare1108 3 жыл бұрын

Ishmohit never disappoint ❤️❤️

@shivakumaryalamali5752 2 жыл бұрын

Very good Analysis sir

@kraaaaken Жыл бұрын

Excellent Video

@nadsalprashanth9849 2 жыл бұрын

very informative.i was not knowing this infn even i am holding this stock from very long time...

@yuvarajpatel 3 жыл бұрын

Super! 🙏🏼🙏🏼

@rishabhkumar9099 3 жыл бұрын

Great 🔥🔥

@debahasbhowmik2490 3 жыл бұрын

Excellent as usual. Please make a video on india pestisides.

@vaidikbhadiyadara8522 3 жыл бұрын

What is problem with neuland lab?

@financialadda2018 3 жыл бұрын

Best Channel👍👍👍

@manojgupta-mj5qk 2 жыл бұрын

Thank you sir for sharing such a nice information 🙏💐

@SOICfinance 2 жыл бұрын

Thanks Manoj for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

@sarishtikukreja5832 3 жыл бұрын

Sir kindly make a video for a portfolio for children...so that we can invest for their future education...u guys doing great job...looking forward for your response..regards

@udiptaborah 3 жыл бұрын

He said many times in previous videos that he doesn't want to sell fish but teach how to fish. Also, please don't fall for any marketing gimmicks like "children portfolio", "retirement portfolio" etc. These are early financial mistakes that everyone makes. Also as Ishmohit says "See the business as an evolving movie rather than a static picture" . So there cannot be a " children portfolio", these are just marketing gimmicks. While investing we need to change our mind if fact changes.

@punitjain4654 3 жыл бұрын

@@AkashBhalla 😂😂

@pradnyeshjori3789 3 жыл бұрын

@@udiptaborah nice explanation 👌👌

@insaneankit5554 3 жыл бұрын

If you want things such as children's portfolio better invest where there is fixed return as in stock market there is nothing fixed. You should study yourself instead of relying anyone. Telling by experience.

@sarishtikukreja5832 3 жыл бұрын

@@insaneankit5554 thanks...well I have been in the market now for about 5yrs...and do understand the risks involved out here..I honestly feel it's difficult to make any loss in stock market, unless u have chosen bad companies or not given ample time for the fruit to ripe... I wanted to know what kinds of buisness are there to sustain and show growth in long run, apart frm FMCG... Anyways thanks for ur advice, will keep in mind

@aswinganesan4985 2 жыл бұрын

Who are you man? how do you have so much focus when learning I’m dam impressed by your review about a company hats off.

@SOICfinance 2 жыл бұрын

Thank you 🙏 & Glad you liked it. Hope to keep adding value in your investing journey :)

@nrusinghapanda6317 3 жыл бұрын

Great job again. Every curry in different test

@fasilnazar6724 Жыл бұрын

Its in my pofolio now I can confirm

@peekayyadav9690 3 жыл бұрын

Great analysis.... Request analysis for Nureca please

@sasodekar 3 жыл бұрын

Do you recommend to buy with long term? Stock has run up 8-9 times over a year. May the story sounds good? Is this Moat not there in Kajaria or Cera?? I mean, if one has to just overlook past 1 yr run up, can still buy for gains due to recent expansion done and orders???