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

[@rajatbanerjee6323]

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]

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

[@SOICfinance]

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.

[@himanshuagrawal747]

Abhi 1200 ka chal raha hai, wow !

[@swarnabhasarkar570]

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

[@hemanthk6960]

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

[@ambikachoudharymahajan1799]

Watching this video after 10 months- and what an impressive growth they have recorded over this period! Hats off to your analysis!!! Thank you so much '

[@SOICfinance]

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

[@mirmouzamali4570]

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]

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]

Rechecking if I have made a mistake

[@mirmouzamali4570]

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

[@toplist3257]

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

[@ShivamGupta-wf5ni]

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

[@SANDEEPROKADEYoursTruly]

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

[@raushp2472]

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

[@ishmohit1]

KZbin mandatory policy to enforce ads

[@simplistictrading]

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

[@dhruvhnk6860]

Please share thoughts on GMM Pfaudler

[@guptastationary2009]

Hle

[@smitpatil97]

Great session, Divis would be great for next analysis

[@soumikchanda9409]

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]

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. 👍

[@navinchopra8843]

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]

Please discuss fine organics sir..

[@Djrahul1000]

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

[@SOICfinance]

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.

[@arsalaan8039]

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

[@rajeshmeda8508]

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

[@rameshajmani5777]

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

[@Harryprasad930]

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

[@mohammadahmadkhan4000]

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

[@SOICfinance]

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. 🤜

[@tushargaur8528]

Exit strategy for FMCG stocks ?

[@manishjoshi8454]

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

[@rishinarang520]

Company discussed in the video Sudarshan Chemical

[@kalpesh4430]

@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.

[@karanwadhwani597]

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

[@aakashlulla7959]

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

[@pronobmukerjee6054]

Do analysis of Alkyl Amines

[@keepGoing612]

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.

[@kaushikpatel553]

Please make video on ice make refrigeration.

[@rishabjain129]

Sir please tell video title of retail sector analysis

[@niladribanerjee2821]

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

[@nareshbeniwal5293]

Next Tarsons products, Tega industry, Vmart,Campus

[@Kaizad78]

Goldmine of knowledge. Thanks SOIC🎉❤❤

[@navneetrakumar1881]

Sir ur view about GPIL GODAWARI POWER ISPAT❤

[@atinderpalsingh2473]

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

[@healyou4243]

Video hai full 1 hour ki

[@rameshbhat6508]

Thank u for detailed analysis.keep it up.

[@SOICfinance]

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.

[@mayankgurjar5209]

One analysis of Glenmark life science please sir

[@SOICfinance]

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

[@healyou4243]

Sir aarti bhi same dikha ra charts pe bhi

[@surendranathpavuluri]

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

[@SOICfinance]

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

[@prasannal7058]

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

[@knowledgelittle-little276]

Apki mehnat ko 1000 topo ki salami Love u bro

[@SOICfinance]

😊🙏

[@Mechanicalstudyfactory]

M soic fan , but not talk about promoter holding , a big lack Soic please reply

[@madhavaramvikramrao4665]

Please analyse Vishnu Chemicals

[@rajatsharmakr]

Please make a detailed business analysis on ikio lightening

[@abhijeetkolekar8729]

Sir ice Make ke upar video banao

[@AbhiYadav1593]

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

[@kisstock]

Who is the competitior 5x the size ?

[@NeronInvestmentFund]

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

[@vreducation5388]

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

[@kartiknune1331]

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

[@mukul87123k]

Please discuss Polyplex

[@kumarvarun6421]

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]

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

[@niveyshak]

Price action has turned bullish as well Ishmohit. Good spot

[@Summer-mk5cf]

Double certification by arka and ishmohit

[@deepakkumar-eh4wm]

Sir course renewal link please

[@ashishkumardash9746]

Your every analysis is superb.

[@SOICfinance]

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.

[@CA_Joydeep]

Do we know why promotor shareholding has been falling continuously?

[@SOICfinance]

Non Active Promoters have been selling

[@ashis0812]

Please make a video on netweb share analysis

[@TheAmolchavan]

how can one track the pigment prices at one place?

[@aakashlulla7959]

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

[@RajpalS63]

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

[@shivans3495]

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

[@hemantbihany2158]

Panacia bio analysis

[@TechieIndia]

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]

It also includes accumulated depreciation in balance sheet

[@TechieIndia]

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

[@TechieIndia]

​@@hardikpatel4233 And why it is included?

[@harshvardhangupta2208]

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

[@Shipofstocks]

Nice analysis. Please make a video on Aarati industries

[@SOICfinance]

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

[@Arogyasecrets]

Please analyse PIIND

[@SOICfinance]

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.

[@prameyprabhudesai864]

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

[@tovishalck]

Can you take up idfc first bank for analysis?

[@Junaid_x01]

EAST OR WEST SOIC IS BEST 👌🏻 ❤

[@SOICfinance]

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

[@pranavthakkar3258]

Please prepare analysis for Indiabulls Housing Finance

[@rohandedhia165]

Excellent Research

[@SOICfinance]

🙌😃

[@sameerlamba2360]

Hbl power par video bana do agar ho sake

[@vikashkedia1]

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]

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! 😊🌈

[@skm16191]

Need captions in English

[@Omprakash-ol9rx]

Thank you Sir. Your Analysis is always great

[@SOICfinance]

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]

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

[@karunakaranr1975]

Sir can you do an research on natco pharma

[@SOICfinance]

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.

[@parthparth1246]

thank you sir for sharing knowledge🙏🙏🙏

[@SOICfinance]

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.

[@DIVNOORSINGH-z8y]

I really appreciate it !keep it up

[@harpreetahluwalia9940]

@soic could you please do analysis on Medanta . They doubled after listing . Their new hospitals in new cities are becoming profitable at a faster pace then the time period you mentioned to break even for green field projrct. Is there further scope of expansion

[@Bcpandey123]

Vinati organics view pls

[@ezhilmaniinbanathan5677]

Congrats on your 5 wickets haul today 🎉

[@screech9872]

thank you.

[@vbvishwakarmabipin3581]

Thank you for education ❤

[@SOICfinance]

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. 🤜

[@amitkumarsaha795]

Please analysis Paushak

[@pramatheshshrivastav3030]

Awesome. Loved it. Hell Yes!!

[@SOICfinance]

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

[@sunnyprajapati1105]

Always add valuation of journey

[@svnrm2004]

Super Analysis 👌👌🙏

[@prabodhawate4006]

Great Analysis

[@manojpatil2288]

Prince pipes details analysis

[@vipulpandeymyfriendworldis7725]

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

[@mitulvaghasia5038]

Great Analysis Sir...

[@SOICfinance]

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]

Thanks sir ji 😊❤

[@SOICfinance]

😊🙏

[@venkateshpachigulla]

Friday it became bullish

[@ALIENS_]

Dont you think that nifty is moving like a small cap stock at an angle of 80 to 90 degree😅

[@harshamesta]

Consolidation in the coming years.

[@DRJAYESHAHIR]

IEX,CLEAN SCIENCE,TANLA PLATFORM

[@deepakgarg9803]

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

[@manojpatil2288]

EMS sector analysis

[@sharebazar.]

Your opinion on sugar stocks... Bajaj hind Renuka Thanks

[@gyanojidalvi1106]

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

[@SOICfinance]

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

[@manojranjan582]

Pranam sir 🙏