I studied a Large Cap Market Leader!

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I studied a Large Cap Market Leader!

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Күн бұрын

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Hi Tribe Members,
🎉 Exciting News! Join us on this informative journey into the intricacies of the Airlines Industry, featuring a detailed analysis of Indigo (Interglobe Aviation Ltd.)! 🌐✈️
In this video, we dive deep into the often tricky world of aviation, addressing the concerns that make investors wary. But fear not! We've crafted an easy-to-digest breakdown of the major differences between low-cost carriers and full-service carriers, shedding light on what it truly takes to build a successful airline business. 📈💼
🔍 Here's a sneak peek into the key metrics we explore:
1. CASK - Cost per Available Seat Kilometer ✈️💲
2. RASK - Revenue per Available Seat Kilometer 💰✈️
3. Yields 📊💹
4. PLF - Passenger Load Factor 🧑‍✈️🚀
Our aim is to provide you with valuable insights that go beyond the airline industry - these learnings are applicable across various sectors, making it a must-watch for any investor navigating their investing journey. 🌐📈
👀 Ready to elevate your understanding and possibly change your game? Watch the video now and be sure to share it with your friends and family! 🚀📺
Thank you for being a part of our community! Your support means the world to us. 🙌✨
Happy Investing! 📈💸
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Пікірлер: 168

@keepGoing612 8 ай бұрын

Paaji if i get a teacher like you in every field then i am ready to learn all those fields as well.Thank you Paaji for giving such valuable knowledge.🙏

@ajayrajput3681 8 ай бұрын

Seems like a capital cycle playing out here 1. Sector consolidation 2. Market ready to pay price hike 3. Limited supply with strong moat 4. Margin expansion due to international business 5. Limited capital flow for expansion Well explained all metric for airlines business analysis. Now I can analyse any airline business myself. I don't need any fancy report to understand and analyse airlines company

@sg042 8 ай бұрын

Valuation is good because of previous ups and downs

@arsalaan8039 8 ай бұрын

Superbly explained airline industry. I don't think any1 could have even tried. CASK, RASK are kind of terms which I never heard even on news channels they never used these terms. The smart way indigo airlines is operating its business like asset light model and same aircraft to get price discounts is worth appreciation. My key learnings from the video is CASK, RASK concepts. Thank you brother again for this detailed information. You're a Gem of a teacher and analyst.❤❤❤

@SOICfinance 8 ай бұрын

Thanks and welcome

@subratasingha1138 8 ай бұрын

'Think school' has covered the business model of indigo nearly a year ago. You also covered nicely with minutes details

@SOICfinance 8 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.

@thepratikkulkarni3088 3 күн бұрын

Amazing analysis!! One of the best analysis in one of the most difficult and volatile industry

@SOICfinance 2 күн бұрын

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

@NevilleC007 Ай бұрын

Another sectoral master class, I had watched this half way when the video was out, but completed today and really enjoyed the content

@SOICfinance Ай бұрын

Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝

@gurpreetsinghbhatia4852 8 ай бұрын

Whaa sir just looking like a pilot ready to fly 🎉

@TamoghnaMukherjeeDodo 8 ай бұрын

Thank you for such in-depth video analysis. Would love to see more such videos!

@SOICfinance 8 ай бұрын

Glad you liked it!

@x_man007 8 ай бұрын

Thanks for such a great video which covers air line industry in 40 min. I think most of positives r already priced in IndiGo, high competition is coming in 2025 be it TATA or Akasha

@SOICfinance 8 ай бұрын

Akasa is into deep red at the moment.. Tatas can compete with the capital they have

@utskant 8 ай бұрын

I believe the competition may come from Railways. Railways are expanding rail capacity and aim to provide 100% confirm tickets for all pasengers. Customers who buy air tickets due to constraint rail capacity might flock away from airline to Railways.

@imtiazahmed-oi7js 8 ай бұрын

EXCELLENT, THE BEST BUSINESS ANYLSIS I EVER FOUND ON ANY OTHER CHANNEL

@ashishpachange317 8 ай бұрын

By seeing the nature of industry I never thought you will make video on this industry,but you made it, thank you

@SOICfinance 8 ай бұрын

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

@pranabsadhak4889 8 ай бұрын

Thank you for sharing your deep knowledge inside the aviation industry.❤

@SOICfinance 8 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. 🤞😃

@dheenas5600 8 ай бұрын

Market share of 65% implies its leadership. Causes for operating deleverage. Seems like fish in ocean. ❤Simply suberb, learned new metrics like CASK, RASK, PLF, lease liabilities accounting.Made video interesting with flight animations 🎉🎉 Tnk u ishmohit

@kishankariappa3272 8 ай бұрын

Good Info on the Airline Industry. Learnt something new today.Thanks

@SOICfinance 8 ай бұрын

Glad you enjoyed it!

@sumantoghosh7022 8 ай бұрын

such valueable insights as always.......

@piyag8249 8 ай бұрын

In India a lot prefer trains or road to flights ... unlike US where domestically flying is preferred. Europe has the euro rail ..which is awesome .. If we develop ur vande mataram type of trains .. Or metro become long distance... railways will be boom ..

@SOICfinance 8 ай бұрын

Avg. lease period 3-5 yrs; they haven't mentioned anything on minimum or maximum lease period.

@niladribanerjee2821 8 ай бұрын

Brother accalya solution kya iska proxy play ho sakta hai? Pe itna kam hai lekin roe high hai

@awadheshkumarpandey7204 8 ай бұрын

Excellent video, full detailed exhaustive analysis. Very useful and knowledge full video, kudos

@SOICfinance 8 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.

@amaan.ak_khan 7 ай бұрын

Ishmohit sir i really appreciate your effort Jo chiz nahi samjhti wo aap smjha dete ho❤

@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. 🤜

@amritpreetsingh3468 8 ай бұрын

Very informative video… One correction, current fleet size of indigo is 341 aircrafts…

@BiorocksforNEETandPMTaspirants 8 ай бұрын

Good afternoon dear sir. Today i got toknow about u from subham sethi interview on hemant pants channel. U are really great. God bless u. Thx

@SOICfinance 8 ай бұрын

It's a privilege to contribute to your investing journey and assist you along the way. Keep discovering and learning with SOIC🙏😃.

@gauravpatil3878 8 ай бұрын

how it is helping to replace old tech planes to new?? Ing=diGO is purchasing ony and giving to leasing company what's the benifit and what they do for older planes???

@Morningstar437 8 ай бұрын

Please answer my these two queries: 1. Profit before tax 1.36 cr , tax -1700% , net profit 24.50 cr, what does this signifies? 2. Roce is 12, ROE is 68, debt is 0, why this much difference in RoCE and ROE when there is no debt? Kindly clarify these doubts 🙏🙏🙏🙏

@SOICfinance 8 ай бұрын

Please mention the companies for both 1 & 2. 🤝 We'll get back to you asap

@Morningstar437 8 ай бұрын

@@SOICfinance Traxcn technology for both the cases.

@SUNILRGODHWANI 8 ай бұрын

Paji tusi great ho But why you don't start small cas I definitely invest in your smallcass🎉

@satyendranarvekar8941 9 күн бұрын

Thanks

@pratikdedhia9196 8 ай бұрын

As always amazing analysis...learned new terms... thanks for enlightenment... overall Airlines is highly cyclical..so timing becomes very important

@ayeteyilahi7437 8 ай бұрын

Superb Sir Bahot Shaandaar Analysis 👌

@manojpatil2288 8 ай бұрын

Prince pipes details analysis

@utskant 8 ай бұрын

Great knowledge and industry insight. Thanks for the amazing research and explaination in simple and animated fashion!

@SOICfinance 8 ай бұрын

Glad you enjoyed it!

@screech9872 7 ай бұрын

thank you.

@amitarora1975 8 ай бұрын

Dear Ishmohit, hope you are doing well. Thank you for your efforts!

@SOICfinance 8 ай бұрын

Many many thanks!

@Bodhanapu_Anjaneyulu 3 ай бұрын

Thank you

@rishabjain129 8 ай бұрын

Sir plz make a video on electronic manufacturer sector

@Shailendrakumar-wi1ni 8 ай бұрын

HFCL LONG VIEW ANALYSIS PLEASE

@vigneshmani2636 8 ай бұрын

Great video, during new year expecting more offers for subscription

@SOICfinance 8 ай бұрын

Thanks for the sub!

@shridharaurudai1847 8 ай бұрын

Very nice, lucid and unbiased I am interested in travel booking stocks like easy trip planners and others.Please consider them for a detailed analysis as ihe industry is looking up

@sohamlakhote9822 8 ай бұрын

Excellent video :-). Thanx a lot for sharing your knowledge with us 😁

@SOICfinance 8 ай бұрын

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

@gurpreetrege 8 ай бұрын

Really good work Ishmohit!

@SOICfinance 8 ай бұрын

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

@mwshubham 8 ай бұрын

Great video as always. This industry doesn't fit in my risk profile and thus I have opted out of it. But still good for understanding

@SOICfinance 8 ай бұрын

Thanks for sharing!

@TusharShetty-h8d 13 күн бұрын

Are CASK and RASK calculated on all seats or only occupied seats

@ashwinzala2945 8 ай бұрын

Thank you for greats simplified video. Keep it up.

@SOICfinance 8 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. 🤞😃

@nafasm 8 ай бұрын

Excellent one thanks Ish Mohit ji

@SOICfinance 8 ай бұрын

Thanks and welcome

@manojranjan582 8 ай бұрын

Pranam sir 🙏

@drprasannasuru 8 ай бұрын

With all due respect Simply ignore airline sector. Better opportunities are available.

@SOICfinance 8 ай бұрын

Dr:- Its a business analysis. Not a recommendation. Worth watching to learn about the industry.

@swapnilp5823 8 ай бұрын

Proud to say that I work for IndiGo Airlines✈️️

@SOICfinance 8 ай бұрын

😊👍

@arpitdubey5938 8 ай бұрын

Amazing insights. You are doing a great job Ishmit.

@SOICfinance 8 ай бұрын

Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀

@gaganrajput2728 8 ай бұрын

Great video as always,first time understand the airline business ❤❤

@SOICfinance 8 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.

@vinayakkale6347 8 ай бұрын

Ishmohit, Want to know why retail investors should stay away from capital intensive businesses like this? Would request if you could share your reasons why you don't wish to own this stock in your portfolio and it's absolutely fine if there's no reason as such. Many thanks.

@SOICfinance 8 ай бұрын

PF is already full of stocks. Dont have any reason per se+Usually dont buy stocks above 1lakh crore mcap

@piyag8249 8 ай бұрын

Being part of the industry..its a very detailed insight...however I rather go with an airline that gives value to its customers. Than just be LCC or FSC .... Eg there is a case study on Southwest Airlines...with the major reason behind their success is not being an LCC ..it is their level of service .. India I would prefer vistra backed by Tata ..if they can maintain their service levels and integrity.

@ishmohit1 8 ай бұрын

Sadly, even South west has torn seats and a horrible service. 😅

@piyag8249 8 ай бұрын

@@ishmohit1 oh my ...

@piyag8249 8 ай бұрын

Another point is non BSP and ARC

@rajkushwaha6151 8 ай бұрын

Great Analysis, Please make video on Green Energy as emerging sector.

@SOICfinance 8 ай бұрын

kzfaq.info/get/bejne/qZx0o8SZq7GZYYE.html

@SAMEERANSARI-qw9qw 8 ай бұрын

Buisness analysis of Gravita India specifically the risks involved

@raghavkheria 8 ай бұрын

what is the minimum time period indigo has to sign leasing agreement for...also is the 2nd hand market big enough for leasing companies to sell or rent the asset again

@thahirahammad4495 8 ай бұрын

Thank you paaji

@SOICfinance 8 ай бұрын

🙏😊

@prashantkarandikar287 8 ай бұрын

Aviation is the last indusrty one would analyze according to me . Still Ishmoit sir well explained . I especially like statement at the end of video about other aviation companies being relatively stupid !

@vkrishhh 8 ай бұрын

Bro plz discuss aboubt TAAL ENTRRPRISES ia also a flight service,( pvt jet)

@SOICfinance 8 ай бұрын

Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.

@djpv2002in 8 ай бұрын

Keep journey in such simple manner to learn

@SOICfinance 8 ай бұрын

I will try my best

@MinorityDoc 8 ай бұрын

King te tusi ho Singh Saab ❤🙏🏼

@SOICfinance 8 ай бұрын

Thanks and welcome :)

@SonuSingh-un8by 8 ай бұрын

Capital intensive business and low profits margins

@raghavgupta1537 8 ай бұрын

Amazing Video for real!

@surekhathandra3044 8 ай бұрын

Very well explained. Thank you

@SOICfinance 8 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.

@siganeshbhatt4249 8 ай бұрын

Good analysis sirji❤

@SOICfinance 8 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.

@jpsharma101 8 ай бұрын

Never owning airline stock learnt from spice jet stock

@nithesh8 8 ай бұрын

Hi ishmohit.. how to join your gang, I'm very much interested in the research desk ..

@Shipofstocks 8 ай бұрын

Nice analysis 🎉

@SOICfinance 8 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.

@priyeshvk3323 8 ай бұрын

AMAZING ANALYSIS AS ALWAYS

@SOICfinance 8 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.

@ujjwalgrover4483 8 ай бұрын

You had mentioned in one of your initial videos on this channel that airlines is one of the sectors where you will never invest but given that Indigo is is a market leader , should we invest in this stock ?

@SOICfinance 8 ай бұрын

Idea is to analyse 100+ industries. We dont own indigo, just think industry has become v consolidated here

@vijaykumar-bn7od Ай бұрын

Thank you flight commander Ishmohit🎉

@SOICfinance Ай бұрын

We appreciate your trust in our work😃We hope to continue adding value to your investing journey. 🤝

@thadu07 8 ай бұрын

Great video as always..When can we expect the book on investing from soic team, which earlier was said to be launched by December ?

@SOICfinance 8 ай бұрын

Thank you for showing interest in our book. We will update you about the book whenever it's ready.😊🙏

@shekarreddy1986 8 ай бұрын

amazing analasys

@ravichandar5426 8 ай бұрын

Thanks for a lovely analysis as always. Didn't Warren Buffet also avoid this industry for to various issues... Including that would have added value too. Thanks again

@ishmohit1 8 ай бұрын

He did invest :)

@ravichandar5426 8 ай бұрын

🙏. .... Great learning. Thankyou so much

@salrite 8 ай бұрын

Great Analysis!!!

@SOICfinance 8 ай бұрын

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

@sumitkhare6500 8 ай бұрын

Matching pagdi colour with Indigo

@deewakarpandey2010 8 ай бұрын

Sir SMALLCASE shuru kre...

@veerkasliwal3993 8 ай бұрын

Superb analysis👌🏻❤️

@SOICfinance 8 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.

@kingjaspe 8 ай бұрын

Thanks for this video.

@SOICfinance 8 ай бұрын

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

@gopalgupta9301 8 ай бұрын

BHAI ABFRL PE DETAILED VIDEO BANAO

@SOICfinance 8 ай бұрын

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

@kyojurorengoku5387 8 ай бұрын

Please make a video on easy trip planners 🙏🙏

@JASKULPREETSINGH 8 ай бұрын

Should we buy or not shares of indigo???

@SOICfinance 8 ай бұрын

It's a business analysis. At the end, you have to be independent in decision making. As our channel never gives buy or sell :)

@arafatkhan2313 8 ай бұрын

Don't buy It's risky

@viralsejpal6589 8 ай бұрын

Maan gaye Ustaad

@SOICfinance 8 ай бұрын

😊🙏

@niharranjannayak8830 8 ай бұрын

Excellent presentation

@SOICfinance 8 ай бұрын

@ajinkyaghorpade4021 8 ай бұрын

I see video and then I see negative D2E ratio... be pilot or buy air-ticket or jump a building but never to buy an airline

@SOICfinance 8 ай бұрын

Actually, reserves are positive and debt is only lease liabilities..

@ajinkyaghorpade4021 8 ай бұрын

But lease liabilities are growing at much faster pace than cash reserves. The ratio was 0.9 in 2017, 2.1 in 2021 and now 3.4. Such figures only sustain if growth is sustained at extraordinary rate , but such is hardly possible in Longterm @@SOICfinance

@kiritshah165 8 ай бұрын

Really good knowledge sharing

@SOICfinance 8 ай бұрын

Thanks for liking!

@user-dn7up2mx1x 5 ай бұрын

You are superb

@SOICfinance 5 ай бұрын

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

@healyou4243 8 ай бұрын

Sir chemical stocks pe webinar kijiye na....abhi right time hai mota paisa bananey ka ...technical charts mei recovery aa ri.... fundamental chemical ke apse achey kaun bata sakta hai..🙏🙏🙏

@SOICfinance 8 ай бұрын

Did a YT video Dr recently. Yes, you are right :)

@healyou4243 8 ай бұрын

@@SOICfinanceYou tube video detailed one?? I can't find it sir ..please kaun sa hai...FMCG sector I can see, renewable sector I can see.... Sir you tube video hai ya course video..where to search

@SOICfinance 8 ай бұрын

kzfaq.info/get/bejne/l69mgcR326_Zo30.html

@healyou4243 8 ай бұрын

@@SOICfinance thanks..have seen this one sir...but pleas ek detailed webinar kariye na chemical stocks pe...may be after 1 or 2 quaters pain period is going to be over!!

@healyou4243 8 ай бұрын

Request soic to make a video on indian railway defence psu bank and other psu sector- modi 3.0 ...for next 5 years!!!...as 99% same govt is coming again and modi govt is really serious about this make in india thing

@hussainhussain-kz9hz 8 ай бұрын

Shukra ❤ huzur

@mitaliagrawal8149 8 ай бұрын

GOOD VIDEO

@manoharbabu9165 8 ай бұрын

Soic videos were sooo length. Please do short (10 to 15 min)

@SOICfinance 8 ай бұрын

We appreciate your feedback, although we've already stated in our previous community post that shorter videos hinder fundamental analysis to impart teaching for students looking for free content. We hope you can empathise with others. Happy learning! 🙏😃