Hidden Beneficiary of Huge Capex Boom! ⚡

[@dr.skhare5194]

I am 61 years old and having 36 years of experience in Stock market. I am highly obliged to get the best knowledge and information about Stocks. Please continue doing this Good work. Congratulations & Thanks a lot.

[@SOICfinance]

We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work. Thank you for your kind words, and we hope to continue inspiring you in the future.✨🙏🏻

[@arjunsingh5111]

Very insightful and detailed. Many thanks to you for doing this and putting it out there. Pls continue the good work.

[@SOICfinance]

Thank you for your kind words! We're delighted you found the content insightful and detailed.We'll continue striving to bring you the best! 🙌📚

[@gautamgupta2921]

Still i would stick with BESS manufacturers with backward integration. Reason : RE is increasing,peak power demand is usually at a time when RE is not produced. Gensets will become third line usage - First line directly from grid Second line will be BESS Third line gensets

[@jigneshchaudhary6173]

And BESS are more cost effective, last longer and clean energy

[@gautamgupta2921]

@@jigneshchaudhary6173 cost effectiveness is what we have to see & matters the most now. Will be clear by next year

[@natraj6120]

who are the good players according to you ?

[@jigneshchaudhary6173]

@@natraj6120 exide , tata power , ABB , L&T , HBL POWER

[@AjayRajput-ij2ku]

Which are the stocks that you picked from BESS SECTOR

[@lohitaksh1839]

You covered all except telecom towers where huge requirement is there may be 20 lakh plus tower in India. Just for information however as usual excellent analysis

[@mohammadahmadkhan4000]

Best Analysis 👌 thanks for knowledgeable attention ❤

[@SOICfinance]

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

[@Understanding_Football]

As always gem of videos, eye openers for retail investors.

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃

[@jiteshsharma1161]

How to find cost of goods sold?

[@dhananjaymalhotra7854]

Very enlightening video as always. Thank you SOIC team.

[@Devspark2008]

how about honda power . for home gentsets, most people are preferring the honda gensets

[@czar2405]

Sir but mrkt is shifting towards solar and batteries now. Industries are doing capex in terms of solar capacity. Will this Genset industry can survive for a long tenure?🙄

[@SOICfinance]

Purpose of industry analysis- risk and opportunities are defined. Covered batteries 1-2 years back and solar too. Check green energy video for detailed analysis

[@czar2405]

@@SOICfinance ok sir😇

[@dr.skhare5194]

I am 61 years old, having 36 years of experience in the Stock Market, I am highly obliged to get the best knowledge & information for the Stocks. Congratulations & Thanks a lot

[@Ksumit24]

Replacment due to norms change ? Don't think so . Govt even allowed CPCB-2 engines if PO is done after gadget notifications and extended this date 2-3 times . Now new DG sets after cutoff date should be of CPCB -4

[@mayopan123]

Today there is no link for Google docs in description. Please check

[@ballu805]

Kirloskar oil engines mere pass hai ab hold karunga lamba.....cummins abhi kisi rating agency ne degrade Kiya hai....😊....happy Dusshera..❤

[@yashvardhanmittal7464]

Kis rate pe hai

[@shauryabihany8662]

If one had identified in 2018 that future is going to reqiure a lot of power, then it would have been easy to identify CABLES, TRANSFORMERS, GENSETS and other proxies to these shares. Opportunities will show again. Loved this video Ishmohit, AS USUAL❤️❤️❤️

[@SOICfinance]

We truly appreciate your continued support, and we're glad you're liking the content🙏🏻

[@KolliSaiEswar]

As the interest rate cuts are about to start, will this not affect the margins? Due to rise in metal prices.

[@SOICfinance]

Quite the opposite at the moment, Pig iron prices have softened. This is a video which is neutral and done to understand the pros and cons of the industry.

[@sanjaybansod8392]

Hello Yes Third GOEM of Cummins is Powerica

[@vishnugupta2050]

Jackson and Sudhir , Cummins I have visited One more is sterling generator And supernova

[@healyou4243]

Why soic not covering transformers and rectifiers n premium eneegy

[@SOICfinance]

Already covered in Green energy?

[@dhkohl]

I have a pertinent question, in view of the current geo political tensions & the talks of WW3, India is not isolated from the worlds & its stock market will also be effected so what should be the best scenario for safe investment for next 5-6 years. Equity certainly will not be performing when the WW3 break out. Please consider it as a real possibility and then advise. Thank you in advance

[@TheAgb01]

Buying physical gold/silver is the only option for that scenario

[@RohitMeenal-q6r]

Extremely detailed, well thought out and balanced industry and company analysis .. the million dollar question though is with both stocks having been in strong Stage-2 for a very long period now, is it too late and is the best of the returns now behind us? Only time will tell 🤔. Nonetheless, truly enjoyed the video, the analysis and the effort to share the hard work 🙏.

[@girishkapoor4549]

Very intelligent analysis

[@MohmedFaiyaz]

loved it.Great video again.Thank you

[@SOICfinance]

Thank you so much! We're thrilled you loved the video. Your support means a lot to us!🙏🏻

[@82kirank]

Tata Power also does this , right?

[@sam85101]

But going forward India is looking for renewable energies which will help to minimise the power deficit. Will it not bring down the genset demand ?

[@sachinmkale]

Genset will always be there as standby requirement norms in data centres , backup for lifts hospitals

[@saurabhmane3664]

Nice full of Knowledge.... Thank you.. 👍🏻

[@SOICfinance]

We are thrilled to hear that you found our video informative and visually engaging! 🙏🏻

[@guptnptube]

Excellent learning and analysis of gen set industries

[@SOICfinance]

Thank you! We're glad you found the analysis valuable and insightful.🙏🏻

[@deepakk3330]

physical gold shine outlast all the other options

[@suhassawant9069]

HELL YES. CRISP AND BALANCED ANALYSIS.

[@SOICfinance]

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

[@Onlyknowledge-zq2sz]

Thank you for enriching the learning experience

[@vikskukreja]

Thanks for the video. However I am surprised you didn’t cover Honda Power Products, any specific reason.

[@9622090109]

Cyclical business growth can not predict

[@ksridevi643]

You are mr.gem . Good analysis very simple yet very powerful info thank you

[@SOICfinance]

Thank you so much for the kind words! Your appreciation means a lot, and we’ll keep delivering valuable insights! 😊

[@chirkoot3659]

what about the high debt of kirloskar? It will surely eat profit in the future

[@SOICfinance]

Actually, debt isnt high. Its the NBFC business there which leads to optically high debt

[@subhajitcosta6342]

Dear Sir, Kindly allow us to invest with your vision on this journey. We as retailers, really need a mutual fund from SOIC

[@rakheegandhi9774]

No words left for you to appreciate. Super se upar thanks a ton

[@SOICfinance]

Thank you so much! Your appreciation means the world to us! 🙌

[@shailendragautam6572]

TDPS also in same segment with good growth and Export.

[@harpalrahtod]

Only best content ever seen Thanks

[@SOICfinance]

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

[@shyam4227]

You are no 1 in world 🌎

[@SOICfinance]

Thank you so much! 🌟 Your support means a lot to us. We strive to provide the best content for our viewers.

[@kartiknune1331]

Please tell the process to invest in your AIF !!

[@SOICfinance]

Please visit Persistence Capital's website for details: www.persistencecap.in/india/home Please reach out to the Persistence Capital's Support Team at [e-mail] Kindly note our educational organisation, Research Desk and Persistence Capital are all independent entities. 🙏

[@MrPravin2077]

Very informative videos bro🎉

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey.🙏🏻

[@satish6674]

Go with Power Panels as well… SPCL..

[@abhinayupadhyay6363]

Thank u sir always nice to hear u . Thanks for valuable video

[@SOICfinance]

Thank you so much for your kind words! It's always a pleasure to share knowledge, and we're glad you found the video valuable.🙏🏻

[@ganeshlkamble1264]

Thx a lot, Sirji...👌🇮🇳

[@SOICfinance]

You're very welcome! Always happy to share knowledge.🙏🏻

[@Sunilkumar-if9wk]

Sir, q na un companies ko pade jo iske components banti h.

[@pankaj3818]

Great analysis Ishmohit 👍👏 How do these companies get approvals in export markets like US? Is it brand or technology or distribution ? I mean why would someone buy from KOEL in US?

[@SOICfinance]

Emission technology and KOEL has bought Wildcat to sell in USA. Wildcat is good known industrials brand there

[@udaygaikwad5282]

How much threat is likely created by Solar power sector to Genset industry? Solar is becoming cheaper and highly available fast.

[@healthychildbrain]

Superb session 😊

[@aadill77]

Both these companies have run up a lot. Don’t invest at high valuations

[@SANJAYSHARMA-zp6yv]

good peace of study sir. thanks you.

[@SOICfinance]

Thank you! We're happy to hear that our content is helping you learn.🙏🏻

[@thesmartindian003]

Ishmohit sir is real industry gem ❤❤❤ ...

[@SOICfinance]

Thank you for the kind words!🙏🏻

[@riyanarang9629]

How to resume soic membership

[@SOICfinance]

Please email us at [e-mail] Our team will assist you at the earliest 🙏🏻

[@SOICfinance]

Please email us at [e-mail] Our team will assist you at the earliest 🙏🏻

[@gajanangunjal2878]

How to analyse retail sector?

[@SOICfinance]

Please watch these two videos made by us: 1. kzbin.info/www/bejne/poaXk3qAor13bsUsi=9OFGHHNnZkRx-rqx 2. kzbin.info/www/bejne/ipamg2pubcl0nKcsi=WvWPVSJVytR-R7wv

[@radheyradhey5773]

SOIC you are great 👍

[@SOICfinance]

Thank you so much! We appreciate your support🙏🏻

[@KumarVerma5829]

Thanks for the whole video

[@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.

[@namitsingh1961]

Ishmohit bhai can you make a video about the concept of sector rotation and how it affects different stocks

[@SOICfinance]

We'll take your feedback into consideration as we continue to develop our content. Happy learning! 😃🙏

[@Djrahul1000]

Loved it, hell yes, thank you

[@SOICfinance]

Thank you! We're so glad you loved it! Your excitement keeps us going.🙏🏻

[@khawarjamil2682]

Can you make one video on how you approach to understand any industry? That would be helpful for us to learn how to know about any industry

[@SOICfinance]

We have already covered this topic in one of our videos. Kindly refer to the link to watch the video: kzbin.info/www/bejne/nZfToouwbcqqZ8ksi=36hN7SGk_nmjIKgL

[@khawarjamil2682]

@@SOICfinancethanks a lot. Will check it out ❤

Appreciate for all yr time and efforts,.. New industry learning, please let us know the Service key players for the same industry, Tnx

[@vijayantkumar6582]

Hell yes andPlease discuss other industry related to businesses like Savita oil tech etc

[@SOICfinance]

We'll definitely look into covering this industry. Thanks for the suggestion, and stay tuned for more insights!✌🏻

[@satishdhumale8045]

Very easy to understand video. Hell yes

[@SOICfinance]

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

[@ghanshyamthakkar9250]

Hell yesss! Outstanding analysis Sir...

[@SOICfinance]

Thank you! We're thrilled to hear you enjoyed the analysis! Your enthusiasm keeps us motivated to keep delivering great content.🙏🏻

[@Mayurnda]

Wow thank you so much ❤

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃

[@anoopek1405]

Sir a question, when we are going to renewable energy and energy storage,what is the future of this oil converted power, ye par future he?

[@bhaghwanmhetras4250]

Good and useful analysis thank you sir.

[@SOICfinance]

Thank you for your kind words! We're glad you found the analysis useful.🙏🏻

[@shyam4227]

Super analysis sir ji.

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃

[@dibyendun5265]

Hell Yes..... Thank you so much for the analysis.

[@SOICfinance]

We're thrilled to receive such heartfelt appreciation from you! We're passionate about creating informative content and it's wonderful to know that our efforts are making a positive impact.🙏🏻

[@kalanehete7603]

Hell yes. Wonderful analysis as usual.

[@SOICfinance]

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

[@anantpawar9980]

Please make video on finance sector

[@yallappaty9351]

As always your videos ful of infolmative I am every sunday waiting ur video thanks u Paji😊😊❤

[@SOICfinance]

We're thrilled to hear that our viewers, like you, are looking forward to our videos every Sunday! We appreciate your enthusiasm and support, and we're grateful for the opportunity to share our content with you. 🙏🏻

[@AjitSingh-zg6ev]

Ishmohit you are my fundamental guru.. 😍🙏

[@SOICfinance]

That's amazing to hear! 🙏 Your support and enthusiasm truly mean a lot to us!

[@chetanyourheart]

Very smart topic... 👌

[@SOICfinance]

Thank you so much for the kind words and appreciation! We truly appreciate your support and it means a lot to us. 🙏🏻

[@hussainhussain-kz9hz]

❤ Shukra ❤ huzur ❤

[@ronitmehta9443]

Amazing analysis

[@SOICfinance]

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

[@drijan]

my guy where is the english only version

[@sankaranarayanank.p2249]

Great. Thank you.

[@SOICfinance]

Thank you so much for taking the time to appreciate our channel! 🙏🏻

[@vijaybalaji7290]

Nice analysis. thank you

[@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.

[@sukantasaha5163]

Any proxy for Genset ???

[@jigneshchaudhary6173]

Wiring only

[@gwskull3015]

Thank you bhai❤

[@darshitshah7095]

Should have included TARIL also

[@singhalakash17]

Loved it , i think they can give 20% continuous return over 2 3 years.. One small suggestion , you can explore small case option or mutual fund option, would love to buy it

[@SOICfinance]

We don't have a small case at the moment. We will update if we do so.

[@aabb9867]

❤😊 risk is nicely done

[@prateekhegde8099]

Great analysis HELL YES

[@SOICfinance]

Thankyou for watching and appreciating our content🙏🏻

[@SOICfinance]

Thank you! Your enthusiasm keeps us going strong!🙏🏻

[@gulamsoni9273]

Hell yess❤ proxy to power deficit

[@syedmohammadirshad4259]

Very good analysis

[@SOICfinance]

Thank you! We're glad you found the analysis valuable.🙏🏻

[@GanapatiManager]

Excellent !!!!

[@SOICfinance]

Thank you so much for the appreciation.🙏🏻

[@ankushdadhwal20]

good analysis !

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃

[@vishweshtripathi1016]

YES जयहिंद

[@anirbandas9255]

Awesome video

[@SOICfinance]

Thank you! Your support means a lot to us!🙏🏻

[@sanketdesai1372]

Which industry?

[@jayantgupta5310]

Medical or pharma

[@Understanding_Football]

Generators

[@neekhilverma9560]

Video toh dekh , comment daal rha

[@rishabjain8975]

Bollywood😂

[@santoshsantu375]

Chemical

[@healyou4243]

Capital good and power sunn ke hi maja aa jata h

[@SK-gx5jx]

Kiroklakar engines. Cummins

[@adeetdesai7401]

Great analysis. Hell Yes.

[@SOICfinance]

Thank you so much!🙏🏻

[@sarathkumar251]

KOIL look good

[@Jacob18-o4o]

Very informative

[@SOICfinance]

Thank you🙏🏻

[@ashimghosh2455]

So valuable information

[@SOICfinance]

Thank you! We're glad you found the information valuable. If you have any specific topics in mind or further questions, feel free to let us know!

[@manojranjan582]

Pranam sir 🙏

[@arpanladdhad4609]

We want the analysis of indegene ltd

[@SOICfinance]

We appreciate your suggestions. We'll keep them in mind for our future content. 😃

[@sohit326]

Video 4:48 se start hoga😂

[@travel_with_dimpi]

Hello yes!

[@harmeetsingh1991]

Yess 😊