Cummins India:- Riding the Data centre wave!

[@probirkumarbanerjee7260]

Your coverage on Cummins confirms my belief, Thanks!

[@_AmitVlogs]

I really want to say this few day ago i was doing research on this topic as Microsoft tie up with Hyderabad for data centre setup and now you made this video. Thank you brother for such useful content.🙌

[@SOICfinance]

Thanks Amit for your kind words :) Hope to keep adding value

[@ashwininikam6507]

This one of the worst analysis. It's really in divert people. I know Cummins india and data center very well. Both businesses not 100% dependent. Very poor analysis.

[@harmeetsingh1991]

@@ashwininikam6507 request you to showcase your knowledge then let other people to judge . You will get to know who is the best analyst

[@DhrumilSakhavala]

@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.

[@shyamdeshmukh2368]

Thanks bro Great knowledge

[@jaiparkash2003]

Bhai ji kuch smajh main aaya ya na aaya par ek baat dil ko chu gyi or wo thi JAI HIND. JAI HIND BHAI JI

[@asdfghjkl13069]

You will be next warren buffet ... Kya knowledge hain sir aapka.. Aapka lecture sunke kabhi kabhi mujhe frustration aata hain ki mujhe kuch pata hi nahin hain.. Speechless ..

[@abhijit5711]

Excellent information on Cummins India, holding the stock for one year with almost 40 % returns

[@SOICfinance]

Thanks Abhijit :)

[@kasimshaikh3750]

Working as data center facility engineer and I have to say you are spot on.

[@devjibhaiparmar4992]

Amazing analisys of cumins India as a datacentre business.

[@captainshankarretd5095]

To my mind risk outweighs reward. Thank you for enlightening

[@SOICfinance]

Thanks :)

[@investingfordummies5347]

Good to see back in good shape. Very helpful and informative video. Always learning from you and your team. Thank you for putting out high quality content in free.

[@SOICfinance]

Thank you so much for your kind words :) Hope to keep adding value

[@jaishree5800]

बहुत सुंदर । बहुत बहुत धन्यवाद hard work

[@SOICfinance]

Thanks

[@naviniyerk455]

You are an expert .Respect yr knowledge

[@ShubhamSahu-vl9zd]

Hopefully you are fit ishomith, best wishes for you and your teams. Thanks for sharing your knowledge

[@SOICfinance]

Thanks Shubham :)

[@mehedihassan1469]

Sunday morning without soic video is like pura weekend bekar. Keep going brother.🥰🔥🔥

[@readhee]

Thank you sir, get well soon, god bless you

[@vaibhavithape1908]

The way you explain things is such a Bliss.. Lot's of Love... Keep growing ✌️✌️✌️

[@rajatbanerjee6323]

Love the discussion on Risk and reward. Get the clear insight about Cummins India's business. Particularly, the first anti-thesis pointer on subsidy seems very important. It would be great if this presentation includes the players that may be benefited from the theme and what is the competitive advantages of Cummins India. Basically, I missed the peer-comparison. It is a great learning experience as always.

[@virendersingh2214]

Nice. we can also relate Redington and DLink as data centre linked business. Simultaneously the High end UPS manufacturer are also basic Data centre proxies.

[@rajendrawadyalkar3809]

Really great and financially better beneficial, Thank u Ishmohit Sir

[@tradehut2782]

Overall it feels too diversified to really benefit from the data centre trend. The diesel engine business will counter any growth coming from data centres.

[@SOICfinance]

Yes, it is one of the Anti-thesis pointers

[@rajnishkumargupta172]

I also agreed with this....

[@mac900282660]

I agree, the thesis in the video is not really convincing to me.

[@RajShah202]

You are amazing analyst and I am learning a lot from you ❤ Thanks for your great work

[@koshyjoseph2605]

Superb analysis of Cummins India and a solid company of reputation in Engines used in critical applications. On risk Reward front it loose the charm. Will be in my radar if a merger or other positives emerge. Hat's off to your value addition.

[@KumarRajput1322]

क्या बात है दोस्त जबर्दस्त वीडियो।। वाह बहुत खूब।। 🙏🏽🙏🏽🙏🏽❤️❤️❤️😊😊🥰🥰🥰🚩🚩🚩🚩🚩👍👍👍👍👍👍

[@Dharmendar.Kumar2023]

Video achaa laga..soon going to buy your subscription. Stay healthy ! Jai Hind.

[@virajdesai29]

Your research is superb , indepth and really useful for all kinds of investors .fantastic job

[@gee3655]

Superb video as always

[@aarnavjain1391]

Love your blogs sir , pls keep them coming.

[@Jain-kf5xu]

Thanks bro 👍 for your hard work & share awesome knowledge with us.

[@SOICfinance]

Most Welcome :) Hope to keep adding value

[@bhattaramit]

This company is really for the long term investment and also if invested into the stock will give the very slow and steady Returns for the long time in fact this company should be invested for next 10 to 15 or maybe 20 years then we may find the price of may be 10000 rupees

[@rajanchauhan8140]

Thanks a lot Brother 😇 Salute to your dedication & Hardwork 🙏

[@SOICfinance]

Most Welcome Rajan :)

[@deepaks9045]

Fantastic research..good...keep it up...nice info...

[@SOICfinance]

Thanks Deepak :)

[@pravin1816]

Great sir 🙏... please make video on Deepak fertilisers and petrochemical

[@Ngdhanani1989]

Great research sir thank you so much for this

[@knowledge_seeker_]

Great video! Their other income is in range of 470 Cr. Hence, PAT will be 516 Cr, excluding other income & considering tax of 24%(that too fluctuates between 16-30% in its case) Thus, the actual PE for the business is 50. Atleast, I'm not interested in this valuation with the possible downside (price correction/ low or no growth from here). Looking forward to see you in webinar! 🙏🏻😊

[@SOICfinance]

great, thanks for the calculation :)

[@knowledge_seeker_]

@@SOICfinance Learning from you, Sensei (Master)..! 😅

[@ramasishbiswas4136]

Good morning sir.have you nice day. You have a great power to simply and logically explain every sector .lots of thanks.

[@menghaniv]

Dear Sir with increasing reliability of electricity and most of the data centre going for Renewable plus battery storage, whether this analysis hav long term implications Good to see Fuel cell analysis

[@menghaniv]

Discussed it further with users, for AC loads they still depend on DG set.

[@vamshi19881]

As you mentioned cummins aquired hydrogen fuel cell based company.. This will be game changer deal for future

[@SOICfinance]

Yes, it can be. Let's see how it goes. We would be tracking the company on a continuous basis and will update you all :)

[@learnersamanta921]

Thanks for sharing your valuable knowledge.

[@SOICfinance]

Most Welcome :)

[@madannipunn]

Though diesel engine phasing out is a big negative, but hydrogen fuel cell can be a big play, we have seen what has happened with companies suffixed with renewables

[@SOICfinance]

Hello, yes it is a major thesis and anti-thesis pointers. Lets see how it goes and we would be tracking the progress of the company :)

[@tusharkantiroy5958]

Right kind of business analysis has been presented. It is also better to include net profit margin for say 3 years is also mentioned. Of course, webinar is excellent to watch.

[@vishalpandit9112]

Lots of love n blessings

[@Gurpreetsingh-lh6ss]

Beautiful explained. Thanks for your Hard work and dedication. 🙏💐

[@SOICfinance]

Most Welcome Gurpreet :)

[@RebuildFC]

Please try and make videos on IT Services stocks like MINDTREE, PERSISTENT SYSTEMS, MPHASIS etc and how to approach such companies as they all tend to be in same verticals (BFSI etc) and do similar work.

[@shashankyerdoor]

Thank you for the video. Anti theses far outweighs the thesis. New technologies are likely to be given to the unlisted company and listed will be stuck with diesel or old tech orders. Sunset industries are trading at pe of less than 10. This one with inflated other income is at 33. As Vijia Kedia sir says stay out of sunset industry at any cost.

[@praneethbharadwaj1846]

Hi, I feel Hitachi energy is also establishing Data centers

[@ramasishbiswas4136]

Awesome knowledge sir.you are a respectful person in my heart.i am a great fan of you.

[@Djrahul1000]

Thank you for sharing the knowledge

[@gangegowdad6742]

🙏, wonderful analysis dear ish

[@SOICfinance]

Thanks Gangegowda :)

[@mohammadsaleem6328]

Nice to see you again. What! You seem to be our family member or a friend or a guide or atleast a well wisher...

[@DG-xk8rs]

Your analysis is always superb...keep it up

[@SOICfinance]

Thank you so much :)

[@abhijitbose2536]

I would put this company in the high risk high reward category with rewards outweighing risks. Logic being the fact that with its worldwide spend on R&D an alternative to diesel engine generators will definitely be found. They are highly aware of government policies

[@jagdishpancheshwar6177]

I hope you get well soon. Because I can't miss your content.

[@SOICfinance]

Thanks Jagdish :)

[@Vikeshkumar-gv4bi]

Great coverage sir, thanks

[@SOICfinance]

Most Welcome Vikesh :)

[@Ayeteyelahi7437]

Lots Of Love AndRespect From Share Acadmy By Ayaan Bhaiyya 💕💕💕

[@AmitKumar-nq4uf]

Great knowledgeable video.. 👍

[@riteshkjain]

Great company. No doubt. Was holding Cummins but exited on the anti thesis of Diesel phase out. Better to enter new age and company who are adopting new technology. Thanks for highlighting few anti-thesis which I was not aware. Thank you Ishmohit 👍🏻🙏🏻

[@pchandra8698]

In a range since years. Risks are more than rewards.

[@nikhilpatil1644]

Sir please make a video on how to think about portfolio construction to ensure a cagr of 20 -- 25% over decades.🙏🙏

[@SOICfinance]

Hello Nikhil, we have made a detailed module on the same which is a part of SOIC Membership :)

[@supriyakumari7462]

@What’sapp➕➒➊➐➍➊⓿➑➌➌⓿➒➏ If you are from SOIC ?

[@supriyakumari7462]

@@SOICfinance Sir please confirm someone using your logo and asking fo contact on WhatsApp, please clarify.

[@SOICfinance]

It's a scammer. Please do not give any details

[@mohitjani4049]

The scammers approaching is the symbol of success... Congratulations Sir... Great fan of yours...

[@sureshlaxman8629]

Superb information 👍👍

[@SOICfinance]

Thanks Suresh :) Hope to keep adding value

[@harshsharma5983]

For data centre tata communications is a company to look for and also for iot

[@lingarajpujari5714]

Super excited nolyj sar thynks🙏🙏

[@SOICfinance]

Most Welcome :)

[@graceMASTER777]

You deserve an award for inventing such new words ...NOLYJ ...wah bhai wahh😂😂😂😂🤣🤣🤣🤣😁🤣😁😁🤣👹👹🙊🙊🙊🙊🙇🙇🙇🙇

[@Ngdhanani1989]

Your video always very informative and interesting For example. Everything from roots to twigs to leaves and fruits

[@dhruvnair3061]

Sir just discovered your channel! I am in love with your content and the in depth analysis of it really amazing 😍 can you please make a playlist of different industry analysis and it's in-depth study

[@omveerpal863]

Superb sir

[@nitinpatil2342]

Thank u so much sir 🙏

[@ranjeetdhillon7989]

Great analysis thanks 🙏🙏🙏

[@toplist3257]

Super analysis sir, can you please make an analysis on ion exchange

[@bodhraj7043]

Very nice and informative video..thans...

[@YogiJi748]

And one video on Hcl tech as they bought Sankalp Semiconductor in 2019...now we have a huge PLI scheme for Semiconductor and the way HCL is placed with their Tech and Hardware business via Hcl Infosystem...

[@indranil1503]

Please do sectoral analysis of the textile industry. Thankyou.

[@SOICfinance]

Sure, noted your suggestion. Coming soon :)

[@sambasivansambasivan7092]

It is said that Data is Gold. So data should be stored within India. Then why we sell Gold (for instance LIC) to FDIs.

[@pawanbhamoriya1852]

Thnx sir your hard work

[@rajputfbd]

Amar Raja battery is also a proxy company , battery backup 100 percentage coverage

[@chotadon4086]

Sir aapka healthcare sector Mai video aane Wala tha. Wo lab aayega?

[@Unknown-ii7iw]

17:44 I have a doubt, is the unlisted subsidiary you mentioned, a completely different entity similar to cummins listed company in India?

[@WonderfulThings83]

Great learning video. Requesting you to please share the video for Devayani International or shappier foods. Are they going to be next jubliant foods.

[@Trirashmi]

Most MNCs are not small investors friendly- Cummins is no exception. Despite long history/reputation, it doesn’t pay any dividends at all. Till now no splits/bonus. Meaning the entire surplus went somewhere:). In the capex boom cycle everything shines.

[@shrikantphadke4585]

who says Cummins does not pay dividend ? go and check history , dont put remarks without any proof ...

[@neo1061]

Superb analysis sir..waiting for today webinar ....p/e may be 24

[@SOICfinance]

Thanks Pradeep :) See you in the webinar

[@YogeshvsYT]

Ishmohit is above expert level 👍🏽

[@snowqueen5122]

Sir inke pass hydrogen fuel cell tech hai toh -ve thesis kaise hua diesal genset. Fuel cell se replace kar denge. Am I right?

[@vikassaini1065]

nice sir god bless you

[@SOICfinance]

Thanks Vikas :)

[@CMAKapilDhiman]

The P/E is coming out 83 after adjusting other income from PAT in FY 2020-21.

[@CMAKapilDhiman]

Thank you Ishmohit bhai for highlighting my comment.

[@Swn540]

Is it right time to buy

[@namandalsania]

Hi. Can I still register for Hospital Webinar and access the recording of it ?

[@SOICfinance]

Yes Naman, registrations are still open till 1 pm :)

[@namandalsania]

@@SOICfinance Thanks 😀

[@namandalsania]

Actually I thought I missed the webinar as it was to be held on 23rd. Then I saw your tweet today about webinar getting conducted today. 😀

[@raghubirsinha]

If we take the soic membership then do we get access to this webinar?

[@namandalsania]

@@raghubirsinha Yes, no need to register for it separately.

[@TheKnowledgeExpress]

There is a mall near my building and this mall has Cummins power generator.

[@prasadrao7807]

Sardarji....Honeywell and RHI what is the connection?? I work for Yokogawa in Oman

[@KrishanKumar-wk7uo]

Well enjoyed, very informative n well explained 👏. Put video on Honeywell.

[@uvaiseahmed8929]

Thanks for the the video. Appreciate you and your teams effort. Do you think global geo political tensions will also be a key anti thesis here? Because its a data centre to keep data safe and secure and if customers are planning to store their data across the geography for various reasons like backup, replicas etc, will india be one of the key /preferable location for global customers? Thanks

[@akashdeepsinghbrar712]

Please change the description of the video. It is of the previous video

[@SOICfinance]

Thanks Akashdeep for letting us know. Corrected now :)

[@nikunj2507]

Sir, Please a make a video on growing global shared service centre’s in Indiaand stock which may benefit

[@blockbuild2145]

Jai Hind Sir

[@samridhibanduni]

Thanks sir🙏🙏🙏

[@SOICfinance]

Most Welcome Vinita :)

[@souvikroy8343]

Hey Ishmohit I hope your health is good now love to see your analysis on kpit technology as it is working on hydrogen fuel cell

[@shubhraghuwanshi6797]

Sir pleasee share your valuable views on Indian Pesticides Limited stock

[@SOICfinance]

Coming next, stay tuned :)

[@sandeepdoshi4437]

Sir Risk reward method is understood What s your view on ARMAN finance as the day you recommended it was 1017 rs and today it's near 700 Should we Hold Or Average As I am long-term person

[@chitreshmody6661]

Great video Ishmohit. As a company Cummins is in good space but dont like their unlisted subsidiary. Hence if other companies are in similar products then it makes sense to study kirloskar and mahindra as they could also benefit from growth in data centers.

[@SOICfinance]

Thanks Chitresh :) Yes, it is a anti-thesis pointer and strong one. Sure, will read them

[@JatinSharma-lx4xi]

Amazing analysis yet again ishmohit. Request you to make a video on caplin point laboratories as the business model is amazing and the company is practically a cash flow machine.

[@tradingbuddy02]

Top 10 stocks for SIP for next 10 years please 🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏

[@SOICfinance]

Sure coming next :) Stay tuned

[@tradingbuddy02]

@@SOICfinance thank you so much sir 🙏🙏🙏 ek hi dil hai kitni baar jeetoge 😅😅

[@thegodmustbecrazy3471]

Deepak Nitrate Divis labs Tata elxi Dmart Icici Bank Astral Pi industies Pidilite Titan BajajFinservices

[@tradingbuddy02]

@@thegodmustbecrazy3471 thanks

[@puneetsindhu8365]

Please make a video on Indiamart.

[@SOICfinance]

Hello Puneet, we have covered the same in depth in our SOIC Sectoral webinar that is SOIC Sectoral webinar on platform companies :) It is a part of the membership

[@puneetsindhu8365]

​@@SOICfinanceSOIC Thanks a lot for your reply. I am not looking to join the membership, but I really appreciate your videos. The quotes you use in your videos are outright inspirational. Keep up with the brilliant work!

[@yogeshdwivedi3856]

Sir what your view on elgi equipment pls sir 🙏🙏🙏

[@pritpalsinghchawla7820]

Excellent indepth anylisis.Thanks to team SOIC.🙏🙏

[@sriramakkina9543]

Do we have really a player only Data Center.