🏫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
@samareshnandi18033 жыл бұрын
Qqqqqqq
@samareshnandi18033 жыл бұрын
Qqqq
@samareshnandi18033 жыл бұрын
Q
@bhausahebsurnar28793 жыл бұрын
Affle ind pr video banaiy plz
@DhrumilSakhavala3 жыл бұрын
@SOIC plz make video on Alkem lab and vaibhav global.
@vaibhavtambade3287Ай бұрын
Thanks. The kind of research that went into it is insane. I binge watch your videos Ishmohit and the amount of knowledge you have is absolutely incredible. You're a true guru. Here's a smal token of gratitude from my end( guru dakshina).
@uttamdutta98683 жыл бұрын
SOIC is a top class education channel is stating the obvious. Heartening is that the channel has now become more flamboyant with colorful attire of the host. Thank you & keep growing so that we too grow
@srikanth1383 жыл бұрын
I know this is going to be good without even seeing it. I have a question sir, What is the process of your analysis? Where do you start and What all do you read? Because you're analysis is beyond perfect.
Excellent Analysis.. This brings back horrible memories. I had bought 600 shares of Divis in 2018 and weeks later the stock tanked over 20% in short time frame that spooked me off and got off the stock at loss.. I will never forgive myself for having done that.. However, back then, I didn't have such a good content to know about the company and the business analysis.. Congratulations and hats off for such a wonderful work. One small request: Please do post few videos in English as well. :)
@nageshk11623 жыл бұрын
Excellent analysis of Divis. I am feeling very guilty for not invested in this company till date. As iam Civil Engineer iam one of the team member for construction of Unit II, during 2000 to 2006 Chippada neaar Vizag. This plant they acquired from Birla Periclase. This plant built by Birla for processing of Minerals & was shut down due to due to cheap China products imports . But most of the plant structures like Boilers, Water treatment plant, Admin & office building and Staff quarters nicely converted for Divis requirement. Even Jetty structure with pipe line to sea for waste disposal well utilized by Divis. After they acquired so much adjacent land and expanded plant.
@aryanmaheshwari2613 Жыл бұрын
@@arvindjain787 kyu?
@VICKYWARRIOR03073 жыл бұрын
I am high conviction investor in Divi,s . This is a very qualitative and detailed analysis and insight on the company covering every minute aspect. Brilliant research and presentation SOIC 👍👍.
I'm the first-time visitor for the channel. Thanks for the great insightful video. You cant find a Detailed Analysis like this in the entire KZbin.
@SOICfinance3 жыл бұрын
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
@TarangPatel16103 жыл бұрын
Great video as always. It was worth every bit. Have a query/point to add on Laurus vs Divis comparison - My understanding of Laurus on 'lowest cost producer', 'doing more with less' and thus ultimately achieving economics of scale is more or less similar to Divis. From my understanding of Laurus business, Laurus tries to enters Generic APIs/Formulations with the aim of gaining leadership position (as Dr. Chava have said couple of times in concall). We saw this playing out in ARV APIs. Remains to be seen in Diabetes and Cardiovascular products. Laurus is also planning for nitrosamine free Sartans' Cardiovascular APIs/formulations. So it'll be interesting to see it playing out for Laurus too. Having said this, I agree with the competitive model of competing with innovators with generics and its impact on CDMO relationship. Personally, this is good open question for me in terms of assessing/judging the impact. Trying to see if I can find similar examples with other global companies in this industry and how it has played out with them. Faith in Dr. Chava's vision and execution gives good comfort though.
@ishmohit13 жыл бұрын
Food for thought: I have been personally invested since the last 18 months. Lets see if you can answer this: The incremental basket of APIs that are being launched, do they have cost leadership there or is it an umbrella launch? My belief is the latter. Think about it slowly :)
@TarangPatel16103 жыл бұрын
@@ishmohit1 Agreed :) If I look at Gliptins that are being launched for type-2 diabetes definitely looks like a basket offering approach (completely differs from what Divis follows) and highly likely that main focus might not be gaining cost leadership. The focus would be to diversify first and at least be scalable & trusted low cost (if not lowest) producer due to complete integration. Low/lowest cost part is something which remains to be seen
@ishmohit13 жыл бұрын
@@TarangPatel1610 that is where the Difference lies and Valuation reflects that :) Divis only enters when already cost competitive. I am aware of this and this is my anti thesis at the end of the day :)
I just added some more today! Be greedy when others are fearful! Always better to buy a great company at a fair price than a fair company at a great price!
@sagarbandodkar93 жыл бұрын
This video is a surprise I didn’t know you would upload it so early 💥💥 Thanks SOIC👌🏻
@dr.manoharmehta5443 жыл бұрын
Ishmohit-SOIC your channel is helping in creating new informed breed of investors
@drsteviejasengnsangma87392 жыл бұрын
This video is by far the best analysis of Divi's; in depth analysis.. very professional..
@fluctrogaming61913 жыл бұрын
As always, brillant. I wish one day I'll be able to analyse something so deeply and methodically.
@vaastavikgaurav3 жыл бұрын
Happiness is : getting a SOIC video to watch without knowing it in advance 😁
@alphaa4ventures2973 жыл бұрын
Is there something wrong cropped up in Divis. Pl guide.
@ankurleonardo3 жыл бұрын
The only channel I guess who has no haters. Truly awesome work. Keep up with such high-quality analysis.
@SOICfinance3 жыл бұрын
Thank you so much 😀
@captainshankarretd50953 жыл бұрын
I am frankly perplexed at your everytime flawless and factual presentation Ishmohit Singh... you can't be human because to be human is to falter fail err etc. May Vahe Guruji continue to shower you with choicest blessings 🙏
@prosenjitadhikary11433 жыл бұрын
Thank you Sir. U an a new SOIS Tribe member. It is a wonderful video with full of knowledge, information in easy understandable language. Without your simple explanation this complex business would have gone over my head. SOIC 🙏👍❤️
@rajeshtyagi86313 жыл бұрын
@prosenjit...have u taken SOIC course... could u plz provide feedback...does SOIC also guide on when to enter in a particular business...asking u as I am a new entrant and want to learn
@akshaybharde4282 Жыл бұрын
This business analysis is extra ordinary. Sorry @Ishmohit for watching this so late but really mindblowing!!! 🙏🙏 I think Laurus stock has huge value right now. The EPS has come down to 10 from 17. Looking at the Capex & the latest Concall, the EPS might tripple from here in the next 2 years. With PE hitting 40ish, it could become a 4 bagger from here. Debt seems a bit too high but management is very capable.
@ArijitMukhopadhyay2 жыл бұрын
Back here to strengthen my conviction after Recent crash in Divi's Lab 😊
@s0ulweaver2 жыл бұрын
Hope your conviction is still intact 😂
@MukulYadav-hv2cc2 жыл бұрын
If u need some video for conviction u can't hold
@amitdhir77122 жыл бұрын
Sharp and exhaustive. Beyond impressive. More power to you young man 🤩. Jai Hind.
@dayakarreddypalwai55743 жыл бұрын
SOIC is a Treasure for investors/learners!!!
@booksbrains12493 жыл бұрын
Thank god i am invested in divis around 3000 levels 😁
@soumyachakraborty23093 жыл бұрын
Aapka Teaching style bahut aacha lagta hei mujhe Sir, Stock ta experience toh hota hi hey, uske sath Biochemistry ka bhi knowledge sikhne ko milta hei
@TEJA-jd7uc3 жыл бұрын
Whenever I waver in my conviction on DIVIS and Lauras labs, I keep watching this video to understand and analyse current situation.
@TEJA-jd7uc3 жыл бұрын
Thank you for your valuable content
@SOICfinance3 жыл бұрын
Thank you for watching our videos. 😃🙏 We hope to continue to add value to your knowledge and investing journey. 🙏
@anijain88623 жыл бұрын
you are educating and adding a great value and knowledge of great companies in such a easy language that any one can understand salute to you and your team.
Last Minutes Music addition is a great idea. Keep on innovating Sir.
@sandeepbagalkar30112 жыл бұрын
Excellent video... Could you please refresh the status for Divis as on today??
@natraj61203 жыл бұрын
Where did u find so much of information? So amazing that u gave us greater insight
@sakirsaiyed493 жыл бұрын
Awesome analysis... Divis is Divis whereas Laurus is dark horse.... Thanks a lot :)
@KunalNune3 жыл бұрын
Sartans are actually ARBs(Angiotensin receptor blockers) used to treat Hypertension . The future potential is high because here half of the patients remain undiagnosed and out of the people who are diagnosed with hypertension , most remain under treated . So only tip of the iceberg in Hypertensive patients are treated with enough medicine.
@biswajitpaul17503 жыл бұрын
One of your most splendid analysis so far.Thanks once again.
@brijeshmanan3 жыл бұрын
Ultimate debate put to rest. Like people keep on comparing different era's in sports. Thanks!
@hepinpatel40283 жыл бұрын
Without even watching i know it will be a huge knowledge gaining video.
@anilkumaryadav43573 жыл бұрын
What a great depth of information! Agla video apne charan dikhate hue karna guruji🙏🙏🙏
@ravijaiswal12213 жыл бұрын
Do you think that without the help of your video it would have been easier ever to understand the complex business, even after gone through the con calls?Thank you SOIC, Thank you Ishmohit for doing such a wonderful and hard work…Wish you the best of luck and success….💐
@gurpreetmbs3 жыл бұрын
Really value added channel for Retail investors. Lot of Thanks 👍👍👍
@SOICfinance3 жыл бұрын
Thanks Gurpreet for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
@rahulagarwal62643 жыл бұрын
Hi. Even though I really appreciate your work, I would like to point out that the title of the video indicated that approximately equal time would be dedicated to each of the two companies. However, majority of the time was devoted to Divis Labs. This is just intended to be a feedback with a hope for positive change.
@ishmohit13 жыл бұрын
Divis we haven't covered on the channel, Laurus already 4-5 videos done :) P2P Analysis was there 😁
@SOICfinance3 жыл бұрын
Hello Rahul, thanks for your feedback. We have corrected the issue :) Thanks
@abhishekagarwal37093 жыл бұрын
Truely agree
@rahulagarwal62643 жыл бұрын
@@ishmohit1 Thats true. Its just that in more than 90% of the videos on KZbin, the titles and thumbnails are so misleading that they rarely depict the content of the video. And I believe that quite a few of them do this on purpose just to entice people to open the videos. This really puts me off. Since I know that you guys wouldn't do any such thing atleast intentionally, I thought it might be useful to point it out.
@nitinkavade16843 жыл бұрын
You guys are amazing ... the quality of research is unparalled. Thank you very much!!
We have covered the same on our channel. kzbin.info/www/bejne/f5OTXolmd8edfrs
@rajeshp55532 жыл бұрын
1. Naptroxin used for arthritis( process catalyst through not enzyme)50 % market share, 18% sales 2. Generic api 30 products(51% contribution) 3. dextomytroxin(cough) , gabhapentan epilaxy & nerve pain 3. Custom synthesis (41% 4. Neutracutiant (8% vitamin d ,e, a,) don't have that much margins 5. Key starting material (ksm) -> intermediates-> api backward integrated 6. Out of top 20 (12 are their clients) 7. Ebidta margin (30-33 for api), intermediates (50-55%), 8. 6 pillars ( generic api concentrating on 20% market share to 60%, from 23-24 yr on wards there will be many patents expiry, Capex plan, opening of Sartans, ) 7. 48% sales comes from 5 products , us fda, client concentration ,lumpy api manufacturing, working capital elongated)
@debabratadasgupta91693 жыл бұрын
By far the best material offered absolutely free
@bachelorelife56353 жыл бұрын
Ur key point is key analysis of stocks ,that different from other u tuber
@SOICfinance3 жыл бұрын
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
@HarpreetSingh-ht5ou3 жыл бұрын
Beautiful video Ishmohit. The way you explain a company, it makes the education immensely useful & fun. You're in a league of your own in terms of content creators. 👏
@ishmohit13 жыл бұрын
Thank you 😊
@kalpeshpathare11083 жыл бұрын
Ishmohit never disappoints 😁😁
@yuvarajpatel3 жыл бұрын
Loved it, pure 360° info, For me Laurus will grow faster than Divis, very happy investor in both... Also time for you to share your tshirts with the viewer / student base, I know I'd proudly wear them... Open shop!
@ishmohit13 жыл бұрын
Sure, will tie up with a charity or a foundation for it! :)
@yuvarajpatel3 жыл бұрын
@@ishmohit1 even more of an incentive for everyone to buy!!! ❤️❤️❤️ It...
@ashwindaftary4561 Жыл бұрын
Wonderful analysis ofDivi's labs and comparision with laurus......
@lightstocks57062 жыл бұрын
Hi ishmohit Great Video. With the change of recent geo political situation what could be the impact on divis labs?
@lightstocks57062 жыл бұрын
Thank you for your efforts
@SOICfinance2 жыл бұрын
Thanks :) Hope to keep adding value
@jamshe003 жыл бұрын
Very well value added vedeos for retail investors, thanks alot
@tejasdave26893 жыл бұрын
Outstanding Video as usual. Happy that I enrolled SOIC intensive Course. Your KZbin channel is on top of my watchlist/subscription. Waiting for Insurance video.
@r.c.shivakumarrangapura78433 жыл бұрын
I am having both companies shares in my portfolio thank you for giving good information.
@hemantgarg74883 жыл бұрын
Sir need to watch this video more than twice.. A lot of knowledge in this video..
@sriramakkina95433 жыл бұрын
Can you please comment on Larus Promoter percentage of share holdings?
@dharampreetsingh64893 жыл бұрын
App ki back stage area and video editing 👌👌👌
@tusharchipra48343 жыл бұрын
Fantastic analysis in a short span of time... Helps small investors like myself to understand the company better.. keep going Ish mohit.
@khanansar4467 Жыл бұрын
Sir you r doing a great job. Thank you so much for such a quality content.
@SOICfinance Жыл 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. 🤜
@akashck29873 жыл бұрын
Soic is a good educational channel
@rajvnr3 жыл бұрын
I am left with no adjectives to praise your effort. Although compared to Laurus Divi:s bit costly, now I have decided to buy some of their shares also. Regards
@shankar1673 жыл бұрын
I learn so much from your videos... Cant thank you more. Please keep up such good work.
@SOICfinance3 жыл бұрын
Thank you Shankar for your kind words :)
@ramannarang25443 жыл бұрын
Well done . Ur video are full of knowledge, the hard work and dedication behind making these videos reflects from it. Keep it up
@ramannarang25443 жыл бұрын
Sir Have u made any video on Dr Reddys lab and Sun Pharma
@SOICfinance3 жыл бұрын
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
@SOICfinance3 жыл бұрын
We will soon cover the same. Stay tuned :)
@vm77743 жыл бұрын
very nice and very interesting this man has a very nice way to make this very interesting
@SOICfinance3 жыл бұрын
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
@sagargupta4243 жыл бұрын
Absolutely top class presentation @Ishmohit.. Carry on the good works
@SOICfinance3 жыл бұрын
Thank you for your kind words & Glade you liked it :) Hope to keep adding value in your investing journey :)
@aniruddhayadavkvian48003 жыл бұрын
Sir, what about Devyani? Purchase krna chahiye on cmp
@RaviSingh-ix3nr Жыл бұрын
Hello, any update on Divis. Is it good time to enter? The drop in price is only correction after covid hike or anything else?
@sunilpratapsingh26853 жыл бұрын
Sir, after Mr. ManMohan singh ji, I am seeing any sardar who is very a-sardar, kudos to you/your team!!
@SOICfinance3 жыл бұрын
Thanks Sunil for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
@GOLDENSUNRISEFULLCOUNT3 жыл бұрын
बेशक आपने बेहतरीन काम किया है 🙌
@gotit5473 жыл бұрын
Would love to know your framework for analysis with list of tools.thank you
@SOICfinance3 жыл бұрын
Sure, we will soon make a video on the same. Stay tuned :)
@revantharyan Жыл бұрын
Amazing video, simply amazing!
@SOICfinance Жыл 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. 🤜
@giteshkharat92363 жыл бұрын
Very nice Analysis 👌👌👌👌😘😘😘
@जयश्रीकृष्णा-ढ7न3 жыл бұрын
Company analysis outstanding. Company ko padne ke liye prerna mil raha hai. 🙂
@bhupalvepa16213 жыл бұрын
Very concise and sharp analysis !
@jwalantjoshi65173 жыл бұрын
Thank you for Divis deep dive.
@SOICfinance3 жыл бұрын
Thanks Jwalant for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
@onlineshoppingloots86043 жыл бұрын
Soic released a video - 😀 Without the subtitles - 🥲 Waiting for subtitles bro 👀
@xyz12672 жыл бұрын
Very informative videos ❤️❤️❤️
@Gireesh-V2 жыл бұрын
Great channel 👍, Very Good Explanation Thank you ismohit for educating us. Always Love ❤️ your work.
@shahryar16733 жыл бұрын
A business diversification idea for SOIC - Making merchandise with top SOIC quotes!
@TheMehtaaadil3 жыл бұрын
Brilliant, raising the bar with each video.
@usmanmohammed61303 жыл бұрын
Great video as usual. Would appreciate if u could do a video only on CDMO players with comparison.
@akralvikral4725 Жыл бұрын
Feb23 first week वाट लग गयी डिवी की... Is it time to average divis?
@siraj62823 жыл бұрын
Thanks for the detailed analysis brother...
@SOICfinance3 жыл бұрын
Thanks Siraj for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
@dharmendradave77013 жыл бұрын
Nicely explained
@KunalNune3 жыл бұрын
Excellent and deep analysis as always 🙏 Hats off 🙏
@VICKYKUMAR-xs5bl3 жыл бұрын
Great Knowledge Video as Always.. Thank you 😊😊
@lambora293 жыл бұрын
Nice one, but why promoters holding in Laurus is so low?
@ARISEHOMES3 жыл бұрын
Once again Thanks so much for wonderful presentation. You and your channel is awesome as always... Keep rocking...
@SOICfinance3 жыл бұрын
Thanks for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
@VasantDammani3 жыл бұрын
Sir, aarti ind is demerging its pharma..how its..shall be buy this..please provide your insight.
@bharat4613 жыл бұрын
Thanks SOIC 👍🏼
@rajendrashah6813 жыл бұрын
True way analysis for investment .👍👍👍
@alekhpandey24353 жыл бұрын
I don't understand who dislikes your videos! lol! - as soon as i start watching i hit the like button
@nrusinghapanda63173 жыл бұрын
Exactly u r adding values for us. Love u brother
@nishkalav80363 жыл бұрын
excellent presentation. very detailed & useful
@SOICfinance3 жыл бұрын
Thanks Nishkala :) Hope to keep adding value
@soumyajyotimitra90253 жыл бұрын
How can this channel have only 105k subscribers 😳
@SOICfinance3 жыл бұрын
Thanks for well wishes Soumyajyoti. Glad you liked it. Hope to keep adding value in your investing journey
@sachinphatale43443 жыл бұрын
बढिया sir ग्रेट व्हिडिओ, कंपनीस के बारे में अच्छी जाणकारी मिलती हे 🙏
@kaustavraja39213 жыл бұрын
Great video on Divi's. Is there any possibility to have detail videos on Fine Organics, Gland Pharma and Infoedge? Thanks @SOIC 🙏