Will Water Industry be the next Mega Theme? 💧

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Күн бұрын

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Water is precious, however, we value it once we don't have it. We have covered the whole water infrastructure industry and opportunities it presents to investors. You can explore the following topics under our video and the presentation.
1. Importance of Water Infra
2. Government Schemes
3. Value Chain Analysis
4. Ductile Iron Pipes
5. EPC Industry & Players
6. Water Infra & Players
Bonus for Members: Detailed Financial Sheet, Detailed Video Conclusion, Sub-Sector Index on TradingView etc.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
00:00 Intro: Importance of Water Infra
04:34 Govt Schemes
11:39 Ductile Iron Pipes
20:55 EPC Industry
24:12 EPC Players
36:30 Water Infra Players
51:27 Conclusion: Learnings
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
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Пікірлер: 336

@drrajborkar 2 ай бұрын

The best channel for detailed analysis. No unnecessary talks ,ads & marketing but straight to the point. Love it.

@SOICfinance 2 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. 🤜

@ramanujkumar5021 2 ай бұрын

Excellant analysis.

@hasnainalycontractor5144 2 ай бұрын

No other yt channel makes more detailed videos than you ❤❤❤❤🎉🎉🎉🎉 Who'all agree.????

@sts_pavan 2 ай бұрын

💯

@GANESHKOUSHIKK 2 ай бұрын

MoneyPurse?

@vikashprasad9131 2 ай бұрын

EPC Player- Welspun Enterprise, VA Tech Wabag, NCC Limited, ITD Cementation. Water Infra Players- ION Exchange, Thermax, Jash Engineering, WPIL Ltd.

@ravijag73 2 ай бұрын

Missed ductile steel pipes

@riz00786 2 ай бұрын

Thank you for saving the time

@vikramrajpurohit5523 2 ай бұрын

thanks

@dhananjaymalhotra7854 2 ай бұрын

Words fall short when it comes to thanking you Ishmohit. Also, what you said about the circle of competence and how new investors use it as an excuse to hide their laziness was so on point. It even made me question myself about the effort required to stay afloat in the stock markets and whether I have been putting the required amount from my end or not. I have pledged to give my 110% in understanding different sectors and businesses first and only then come to a conclusion about investing in them or moving on. Stock market must be the last thing to be taken for granted or a medium to earn some quick cash. It is way too vast for such a frivolous assumption. Again a sincere thank you from a proud tribe member.

@poonamjain2322 2 ай бұрын

Thanks for such a detailed analysis!! You are undoubtedly the king of Sectoral Analysis, I learn so much its almost unbelievable.. Would love to see your DATA CENTRE capex and Proxy businesses next :)

@SOICfinance 2 ай бұрын

Great to hear!

@jpsharma101 2 ай бұрын

Ishmohit....u r going so deep in analysing every sector with infividual industry...laymen too can understand every point. God bless u and give u good health and wealth

@SOICfinance 2 ай бұрын

Thank you so much🙏🏻 That makes us very happy to hear. We make every effort to ensure that our explanations are clear and understandable to all. It's important to make knowledge accessible to everyone! 😊📚

@naveenmaankar4021 2 ай бұрын

I'm from Bangalore. Worst ever water crisis here in summer.

@Abhishek_Chaurassia 2 ай бұрын

What are the problems are you facing ?

@manishgowda3640 2 ай бұрын

+1 and all thanks to Current state government

@pallavthakur9429 2 ай бұрын

To resolve such issues, I think equal development required in other cities. Only few cities have very high concentration of population due to some political benefits and organisations want to exploit the close proximity benefits. Every City must have rule of Max human accomodation based on resources like water, electricity and other basic essentials things required for basic survival.

@udennyn 2 ай бұрын

This is in north India too , specially in Gurugram.High rise apartments are badly affected.

@alokgrover2736 2 ай бұрын

Bangalore has sold water for rentals 😂

@gopalakrishna4387 2 ай бұрын

Thanks Ishmohit. Watched similar video on money purse channel. Good to see same theme discussed here as it can build more confidence in me to invest

@ramamohantilaru9240 2 ай бұрын

It's money purse telugu paji u have to watch the video

@SOICfinance 2 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. 🤝

@anilpudota290 2 ай бұрын

Thank you Ismohit for deep dive into future industry ,water . Appreciate your efforts in educating the investor community 👍

@SOICfinance 2 ай бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@lovesss12345 2 ай бұрын

Loved it , superb way you explain in details, great knowledge & after all having , heart for great sharing in free ❤❤

@SOICfinance 2 ай бұрын

Thank you for your kind words! We are glad our explanation was helpful and informative. Let's keep learning and growing together! 🌟📚

@rahulshevate536 2 ай бұрын

My pick Ion Exchange 36:00 Jash Engg -41:42

@loveleshchandak8282 Ай бұрын

Absolutely Insightful!! Thank You!!

@akshatjain6226 2 ай бұрын

What a session sir , I was like amazed by the data & points that you have discussed in such a structured manner 👍. As you have have discussed earlier that GOLD/ jewellery sector can be a theme which is shifting from unorganized to organized .So I would go with that . Loved the session ❤ .

@rameshajmani5777 2 ай бұрын

Excellent videos I have ever seen on any channel

@sandeeppatwa9766 2 ай бұрын

Again a very insightful and very informative video. Enjoyed very much. Thanks for so much efforts you take ❤❤

@SOICfinance 2 ай бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

@user-zv9sb7jr6j 2 ай бұрын

My gratitude for all the efforts you put in educating us about the stocks and various industries.

@SOICfinance 2 ай бұрын

@sharadrough 2 ай бұрын

VERY DETAILED ANALYSIS. THANK YOU

@SOICfinance 2 ай бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@happyharihar 2 ай бұрын

Amazing as usual, hats off for the awareness you’re bringing for retail investors

@SOICfinance 2 ай бұрын

Thankyou so much🙏🏻 We really appreciate your kind words. We hope you continue learning with us. 🤝

@mrkulveer 2 ай бұрын

Loved it. Fantastic job !!

@SOICfinance 2 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@kirantulluri 2 ай бұрын

What an wonderful analysis 👏. What I most liked is Jash engineering.

@hiteshdarji4791 2 ай бұрын

Thank you so much for your💪 support Sir❤

@sagarkhetani3253 2 ай бұрын

Loved it Thank you datail analysis

@SOICfinance 2 ай бұрын

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

@Djrahul1000 2 ай бұрын

As always Loved it,

@hemantsharma7344 2 ай бұрын

i recommend this channel to every one. he is one of few genuine people who believes in sharing knowledge. jitna content is channel par hai agar usi ke notes bna lo to aapko kuch aur seekhne ki jarurat nhi.. he really is a genuine guy.

@SOICfinance 2 ай бұрын

We're truly grateful for your kind words. It's a privilege to contribute to your investing journey and assist you along the way. Keep discovering and learning with SOIC🙏😃.

@sandhyajain5204 2 ай бұрын

Thank you

@2shiv2 2 ай бұрын

you are a GEM in indian stock market

@Shivam22870 2 ай бұрын

Itne details and simple way main samjhate hain ki ek aam se aam insaan bhi samajh Jaye thank you so much 🙏

@SOICfinance 2 ай бұрын

@Anyhandleplease Ай бұрын

LOVED IT

@mukeshkochar2666 2 ай бұрын

Loved it!

@Neerajkumar-ki1og 2 ай бұрын

Loved it❤

@anubhavnarang7704 2 ай бұрын

Loved it 😍

@ManjeetSinghSanghera-ek7ef 2 ай бұрын

Really Loved it, keep up the good work. Pls make something on space sector.

@SOICfinance 2 ай бұрын

We appreciate your suggestions. We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

@Roa49 2 ай бұрын

whAT A WONDERFUL VIDEO LOVE FROM CANADA

@SOICfinance 2 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. 😊🌟

@microcaptomultibagger 2 ай бұрын

For welspun enterprises I guess you missed the recent order of 4200cr, maybe new investor presentation will have it. Really a good session, thanks a lot!!!

@Thrumyvision 2 ай бұрын

Beautifully articulated video keep it up

@SOICfinance 2 ай бұрын

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@kunfintec692 2 ай бұрын

Loved it.. very good information..

@SOICfinance 2 ай бұрын

We appreciate you viewing our videos. We aim to keep enriching your investing experience. 😃

@venkateshpachigulla 2 ай бұрын

Every video first money purse will create then soic will create. Thanks to both for creating conviction in retail investors.

@Pryesh9 2 ай бұрын

Loved it bro.

@abhishekc6124 2 ай бұрын

Loved it bro

@joethim 2 ай бұрын

Great content as usual. One question though. You mentioned for BOT that they dispose off once built and operated. I believe the companies transfer to either Government or 3rd party once the Build and Operate phases are complete. Please clarify

@RajinderSingh-ko9ed 2 ай бұрын

thank you and best wishes. subscribed!🤝

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Thank you so much for your kind words and for subscribing to our channel! We really appreciate your support and are thrilled to have you as part of our community.🙏🏻

@mrkumar6136 2 ай бұрын

Great work soic

@SOICfinance 2 ай бұрын

Thank you so much 😀

@RajhansAgarwal-dt5zv 2 ай бұрын

such great work, much appreciated.

@SOICfinance 2 ай бұрын

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@rajeshpankan1467 2 ай бұрын

Very nice and detailed work.. thanks a lot

@SOICfinance 2 ай бұрын

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

@azadali3341 2 ай бұрын

Loved it😊😊

@Krisuu27 2 ай бұрын

Thank you SOIC for detailed analysis ❤ Please make a video on macro and micro economics impact on stock market..

@SOICfinance 2 ай бұрын

We appreciate your feedback and suggestions.🙏🏻 We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@Konkumutti_SaiRam 2 ай бұрын

Loved it..!

@mangatsingh7083 2 ай бұрын

Good job singh sahib

@satishmehta2896 2 ай бұрын

Great analysis - at loss of words to express my gratitude

@SOICfinance 2 ай бұрын

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

@MASH6666 2 ай бұрын

Very detailed discussion thanks

@SOICfinance 2 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. 🤝

@gowthamc1389 13 күн бұрын

Wow, mind blowing research data. You are simply the best 🏆

@SOICfinance 12 күн бұрын

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@DeepakSingh-gu1os 2 ай бұрын

Loved so much

@SOICfinance 2 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@AbhishekBhandari 2 ай бұрын

Excellent Analysis

@SUJITMONDAL-jl1mi 2 ай бұрын

Thank you sir

@janhaviacharya5171 2 ай бұрын

Fantastic...appreciate the efforts

@SOICfinance 2 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@harshmamodia 2 ай бұрын

Thanks

@farahashraf3448 2 ай бұрын

Loved it.

@adeetdesai7401 2 ай бұрын

great analysis

@harshmamodia 2 ай бұрын

Excellent coverage..being an engineer i understand the points...many thanks for great Concepts

@SOICfinance 2 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@sreedharmaram1981 2 ай бұрын

Very detailed analysis never seen before like this explanation. Really retail investors will benefit from these analysis to pick good stock based on the sector.

@SOICfinance 2 ай бұрын

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@manishgambhir9919 2 ай бұрын

Loved it

@sudhirbanthia2891 2 ай бұрын

loved it

@venkatasureshjetteboyina3495 2 ай бұрын

Thank yoy SOIC team

@sookhchensinghgill 2 ай бұрын

Sat Sri Akaal veerji.🙏🏻 Proud of you 👑 ☝🏼 Guruji Di Mehar aapji te aap Bni Rahe ☝🏼

@SOICfinance 2 ай бұрын

Thankyou for your kind words🙏🏻 We hope to continue adding value to your investment journey😀

@mrinmitadhali7201 2 ай бұрын

Mindblowing analysis.Thanks.😳

@SOICfinance 2 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.

@Kumarsaurav1799 2 ай бұрын

The best channel with only kaam ki baat - thanks

@rakeshmarkhedkar729 2 ай бұрын

Wonderful analysis

@SOICfinance 2 ай бұрын

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@Stocksbasicsrahul 2 ай бұрын

Sir, you r an inspiration.... Plz never stop making such analytical videos in spite of weak viewership in the era of shorts🙏🏻

@SOICfinance 2 ай бұрын

Thank you for your kind words and appreciation. It is heartwarming to know that our efforts in creating analytical content are inspiring and appreciated by our audience. We truly value your support and encouragement🙏🏻

@Stocksbasicsrahul 2 ай бұрын

@@SOICfinance thanks for replying... You r gem.... I wonder to meet you and learn more some day.

@gaurangkanodia1313 2 ай бұрын

loved the video. Awesome

@SOICfinance 2 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@aunbahadur8794 2 ай бұрын

yes

@manishmaniak 2 ай бұрын

Paaji... fantastic Analysis

@SOICfinance 2 ай бұрын

Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@nafasm 2 ай бұрын

Excellent one Ish Mohit sir, thanks very much for your efforts

@SOICfinance 2 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. 🤝

@haribhauarmal6589 2 ай бұрын

It's very detailed and informative video. Please make video on real estate like this.🙏🙏💐💐

@SOICfinance 2 ай бұрын

We will try

@sateeshchandanapalli1571 27 күн бұрын

Excellent explanation sir❤❤❤

@SOICfinance 27 күн бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@prashoonbhattacharjee8211 2 ай бұрын

Detailed analysis was very helpful

@SOICfinance 2 ай бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@sharfuddinsharfuddin.m3348 2 ай бұрын

Holding Ems and ion exchange

@abhishek_ganesan 2 ай бұрын

Very good explanation!

@SOICfinance 2 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.

@vjmfinancialcreatewealthwi2546 2 ай бұрын

Good work thanks for knowledge sharing

@SOICfinance 2 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@prasadcnavale 2 ай бұрын

Hello sir, as per yesterday's investor presentation... jai balaji current capacity 300000 TPA, capacity expansion 360000 TPA so total capacity will be 660000 TPA...

@SOICfinance 2 ай бұрын

Yes, yes. It's a mistake- correcting asap

@revolution3818 15 күн бұрын

thank you pajji

@Ravikumar-fx1ok 2 ай бұрын

Always you share analysis of any sectors when stock price already 10x growth

@jyotisankarpradhan2996 2 ай бұрын

Loved it paaji❤

@SOICfinance 2 ай бұрын

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

@vivekgupta2910 2 ай бұрын

Good Analysis ! Keep it up !!

@SOICfinance 2 ай бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@mohammedmakeen9132 10 күн бұрын

Love it..Bhai make anylsis on rice exports companies like ltfood chamanlala satya etc

@amitdarji7662 2 ай бұрын

Please write book on various industries value chains and how they value the Indian context

@anilop6543 2 ай бұрын

As usual SOIC never disappoints.

@SOICfinance 2 ай бұрын

Thank you for your kind words. We greatly appreciate your compliment and strive to consistently meet and exceed expectations.. 🙏🏻We hope to continue adding value to your investing journey. 🤝

@ashutoshsingh3007 2 ай бұрын

thanks for making such wonderful vedio please make a vedio on ELECTRIFICATION & its whole VALUE CHAIN

@SOICfinance 2 ай бұрын

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. 👍

@prajeeshka 2 ай бұрын

Jash eng.. One of the best this segment not my words 🙏🏾. This is american base company.ramesh dhamani recently invest. Jash eng.....1700level..

@mpjain 2 ай бұрын

Deep dive into water sector. Have been good to hold VA Tech Wabag

@madheerkumar9502 2 ай бұрын

Good analysis👌

@SOICfinance 2 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@QuatientOh 2 ай бұрын

Once u made video on screener Todfod screen. I'm not able to find out now. Can u plz share. Thanks

@jamesstephen1516 2 ай бұрын

Very informative and deep Analysis.. 👏 👌 👍 God bless you 🙏

@SOICfinance 2 ай бұрын

We are glad to have been of assistance and will continue to strive for quality and depth in our analysis. May blessings also come your way. Have a wonderful day ahead! 😊

@rajeshkumarkashyap8874 2 ай бұрын

Very informative video sir 🙏🙏

@SOICfinance 2 ай бұрын

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

@vikinshah3693 Ай бұрын

Great content.

@SOICfinance 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. 🤝

@ballu805 2 ай бұрын

Education langer....❤thanks bro

@bharat461 2 ай бұрын

Thanks pls cement sector also promised ❤

@deepaklakhotia4145 2 ай бұрын

Wow what a explanation

@SOICfinance 2 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. 🤝

@zeref0007 2 ай бұрын

Another W from SOIC. But the capacity of Jai Balaji is wrong it should be around 6.6 L TPA after expansion.

@rahulchaurasia8136 2 ай бұрын

West Bengal is largest rice production state, not punjab

@karanlandge1825 2 ай бұрын

Water deprived state ke bare me bol Raha hai wo, west me rainfall jyada hota hai

@AmitKumar-wl5nq 2 ай бұрын

शब्दों पर मत जाये भावनाओं को समझें

@furyroad1569 2 ай бұрын

Thanks for this insightful video .Can you make a detailed video on Energy transition happening due to Green Hydrogen and Solar .Entire supply chain is getting established here in India with some of the top players involved.

@SOICfinance 2 ай бұрын

We appreciate your feedback and suggestions. We'll definitely try to take them up for our future content. 🤝😃 Thank you for choosing to study with SOIC.