Paints: Destructive War for Asian, Berger, Indigo. De-rating Soon ?

[@vaishnotiwari35]

analysts are making these type of videos since ages, but once a brand is built, it is very difficult to compete from them!

[@vikeng21]

Nobody has spoken about this amazing G2G concept and thanks for bring it to limelight. I guess the same is the case with Glaxo, Whirlpool, Bata, Crompton, DMart, Naukri etc. as these have become G2G with limited growth. Please continue your analysis in other sectors as well.

[@akashbalmiki3616]

Naukri is bad example, organized sector jobs are still underrated as we are growing country lot of new sectors and organized job( educated jobs will keep on increase).

[@vaishnotiwari35]

everyone should understand the purpose of this video, he is not very wrong, but he just wants to sound smart and very informative, so that he can sell his books and get views on this channel, at the end money matters

[@samirdesai3184]

Thanks a lot sir I am very lucky to be part of this channel

[@viharatoo7827]

Your analysis is mind blowing, I connect you from Vivek ji's video. And I am learning a lot from you. Thank you Ajay ji.

[@tk_jain]

Your idea of G2G is good, but same has happend with Airtel when Jio entered, and both the stocks have done great post that.

[@drhiraniclinic]

काफी दिनों बाद देख रहे है आपको...और एक बार मस्त,जोरदार analysis... Paint industry ka पुरा का पुरा Post Martum.

[@sagaXstreamOne]

Thank you very much for such super analysis!

[@ERR001]

So many prospective in one video ❤️. Thank you sir for sharing your knowledge.

[@bwiser1464]

Great analysis sir❤️ Extremely simplified

[@vinayagarwal7130]

Sir content of video was amazing. Thanks for sharing your deep insights and always look forward to your content- simple, precise and thought provoking 😊

[@prasenjitgiri919]

Ajayji, appreciate the thought process and approach. Thank you. But, when the font you chose to show info-graphics is barely legible. Perhaps full screen presentation and you the speaker as overlay? Having said that the sequoia aspect has thought provoking

[@RadheshyamYadav-ip2rd]

Bahut intjar kara sir aapke vidio ka.great job sir❤❤❤

[@yogeshvij54]

What a wonderful video....tons of knowledge shared....thank you so much

[@bikashbaid]

Amazing and so practical well researched video.. Hats off to you. Would request you to take one or two cos every week and help viewers to understand company and sector analysis.

[@dipikadhelia7426]

Great analysis Please analyse auto sector

[@patelvinay2011]

Congratulations Ajay. Great initiative

[@hindimovie1750]

Nice, very much liked your analysis.

[@poojanpatel9311]

have been waiting for this video so long. I see same problem with Dmart (Avenbue Supermart), RIL has planned aggresively with jio-mart and Dmart's PE multiple re-rated, currently at 90 and the 1 year peak is 150+. what's your view on this ?

[@ai.sachit]

sir ji chemical ka great to good kun hoga...?

[@kaushikchatterjee1416]

Excellent

[@nspukale650]

Thanks Sir ,for sharing such in-depth analysis on what can happen in established Brands in Industry specially consumer product like paints, Just to share from my experience, similar things happened when Bhartiya Group entered in Adhesive industry to challenge Fevicol with their brand Vamicol the market conditions were similar but Pidilite was able to sustain their market share over a period of time & Vamicol was out after creating small initial disturbance to Fevicol's position in retail space, price wars, discounts, delayed overdue payments by retailers etc. another example in liquid Milk -Amul Milk v/s Britannia which failed miserably...

[@rajudubey4290]

Zabardast style hai aapka explain karne ka. Aaj ke time mein aapko kaun sa sector lagta hai jo good to great ki taraf badh raha hain India mein?

[@Rbfintech]

Good to great... sector ke baare me video bnae

[@JustForFun-oy8fu]

Great analysis, enjoyed it. Make more G2G videos Ajay ji

[@sundarraman6206]

Good video. I feel Asian will acquire smaller players and eventually emerge winner... Grasim entry is over hyped. .like Idea Cellular or AB Capital

[@RakeshSharma-ji4rf]

Good information and better way of conversation and great analysis Good to great KZbin channel Please make a video upon chemical sector

[@shashikantkore1491]

Best storytelling

[@somesbhowmick2082]

Really i want one day novih to good investor, Thank you so much your every video inspired me.

[@debojit9639]

Waiting for ur video about what dealers feel about Grasim But as a consumer, even if there are lots of ads, i would think twice before painting my home with another brand other than AP or BP Also AP is moving into painting service, home decor service,

[@rahulgoenka9075]

I had taken a position in kansai nerolac in January and still holding it but like u said ajay ji it's a comparatively slow moving stock and now ur analysis actually makes more sense to me. Thanks a lot for decoding it.

[@swatantrarai436]

Sir, very knowledgeable video. Thanks you

[@kkgupta6114]

Excellent analysis

[@shashipathak6237]

I am your big follower sir, Aap knowledge ke khajana hai👌❤️💐

[@samwise8333]

Thank you sir for sharing ur knowledge with us

[@MaviNK]

Very nice analysis sir. Sir, can u make a video on as to how to understand and study an industry? Thank you.

[@Pragunsagun]

Nice PPT

[@aliasgarvora]

Good explanation. However most of us watch these videos on mobile and hence we cannot read anything that you showed on slides

[@irfanmul]

AjayFy good se great hone wala hai definitely 👍 thanks

[@adiyabhandari4665]

Excellent Which industry going from good to great

[@sumeetjain8445]

Kya kahana chah raho ho...

[@lalitkhoiwal5568]

Simply Legend.....

[@vineetabansal5977]

Good analysis

[@sumeetjain8445]

19:00

[@Suvidiv]

Mind blowing analysis sir

[@pradeepsurana3974]

Good review, should I retain or sell Asian Paints

[@TECHPLUSFUNDAbyAnish]

thank you for sharing ur vast knowledge

[@abhishekmalhotra9415]

Sir can you provide analysis on renewable energy space ??

[@bhupendrachauhan9691]

Thanks for great content and Terminology G2G. One small request Sir. Charts and Data presentations are not too good they are too small.

[@krishananand6284]

Sir, u too have this very feature of G2G in you.... Which is Genius 2 Generous.....

[@jayyadav9146]

Sir I appreciate your guidance. You are the best at what you do.,🙏🙏💐☺️

[@kbmehta4208]

A suggestion: on iPad your charts appear too small while your face and body occupy three-fourths of the screen. Good content & analysis.

[@dharamsingh6363]

Great learning sir

[@anandpadhye2186]

Nippon has taken some share in South

[@sadashivb5100]

Excellent explain😊

[@bobby6422]

Extremely good one 👍

[@Mack2211]

I think Asian Paints will will try to grow in size by acquiring smaller companies but one thing is certain both grasim as well as Asian Paints will end up burning a huge pile of cash in a fight for market dominance but on the other hand Asian Paints has a better chance on many counts like distribution networks and brand image

[@varunmittal3617]

why to spend to cash out instead they will bleed and exit automatically when 2 titans fight with each other. it will be jio moment for paints

[@skskskskskso]

Simple and easy

[@JigarPatel-yn3xl]

Solid video 👌🏼👍🏼

[@shibaprasadbaidya8099]

Very nice analysis 😊

[@dhirajchopda3573]

🙏🙏 sir thanks for knowledge , hence please make video on larsen & tubro , nestle , reliance not for buying - selling only to understand there business ...........

[@JustForFun-oy8fu]

Make video on Footwear industry market players

[@irfanbarmare6975]

I disagree, as even if they invest 10000 cr from where they will bring the data, it is hardly impossible for any player to come close to Asian Paints as the amount of data they had on which basis they scratched off the dealership concept as they deal directly with the shopkeeper or sellers. At the end of the day, it's not about the number of factories or huge sum of investment as that can be arranged on a quick basis but gathering the data it take decades. By the time Grasim takes to match AP, they will be far ahead as that's Choksy's brilliance.

[@narayanchaudhary89]

Sir, how to select a good company initially????

[@atuljain9534]

Solid analysis 👏👏

[@abhishekmalhotra9415]

Hey Ajay Sir! Gr8 series of G2G. But would love if you cover up Bond Market Analysis in any of the series... Why this ? Because everywhere retail investors get knowledge of Equity Market but very few have covered Bond Market and it's investing strategies. It would be great if you could cover up this please.🙏

[@RamKumar-gx4jq]

Very knowledgeable story, thank you ❤

[@rabindrakumar7992]

List of books please mention as it is not clearly visible

[@obeyrai5839]

Make a video on chemical sector also

[@kushagrchaddha7329]

I think it is better to play a proxy, I know a company who supply packaging materials to Asian & Berger and recently got order from Grasim

[@vaishnotiwari35]

moldtek packaging?

[@sauravsingh9338]

Assianpaint voltas me mujhe apne galat sabit kar diya sir i learn a lot from your approCh

[@hp2vlog]

Sir asian paint price factor advantages nhi mielga yadi, he will reduce product price

[@dr.pravinbaldaniya8813]

Multibbager find karna hai to PE ke sath EPS badhna sahia Or revenue bi high hona If i stock analysis wich five factors must watch ..like pE EPS growth&..?

[@shobhavs613]

I disagreed with u last time about this topic I did a small research and I got to know grasim as hired people from asian paints who as got experience of 7,15 years etc from products manager to marketing manager from asian paints this is a great advantage to grasim to know the insites.

[@G2GAjaySharma]

It's going to be a long war Shobha ji, will start from March 24 and last till 2028 before new industry structure is established.

[@harishkumar8734]

Asian paint will continue his legacy.. Disruption for Berger, Nerolac, indigo, jsw..

[@ankesh3401]

sabko branding chiya toh fir advetisment company ma invest karna chiya

[@sadashivb5100]

Mango read Available in rigenal languages.

[@ankitchopra7092]

Hello Sir I have shared the video of business ídea for the job Any update on that will be highly appreciated

[@vaishnotiwari35]

if everyone knows this then still why Asian paints is trading at 70 times and DIIs are increasing their stakes

[@rohanch07]

DIIs are getting SIP monthly. They have to buy. Derating doesn't occur overnight. It's a drawn out process, might take a few years.

[@subhajithansda2523]

🙏

[@mrsaurabhkumar3771]

Theek hai sir sari baten sahi hai but Asian paints sant nahi baethega use es industry me decades ka data and expirienced hai, some time competition ko good news ki tarah dekhe

[@mrsaurabhkumar3771]

Asian aur agressive ho jaega, waese bhi industry ki growth jitni hogi utni ho growth ya uske aas pass hogi

[@mrsaurabhkumar3771]

Jab paints ki baat aati hai na waha bharosa hota jo brands and quality se aata hai, yaha bargaining nahi bhrosa se lea jata paints keuki jeewan bhar ki kamae lagti hai ghar ko banane me and paints karane me chahe re paints ki keu na karae

[@mrsaurabhkumar3771]

Brands uhi nahi banta hai sir esme decades lag jate hain, agar paesa , advertising se hi brands banaya jata na sir to relience aur aur gae gaent industry jitne chi chotte cjote playes ko kha jate

[@mrsaurabhkumar3771]

Agar data dekh ke hi investing ki jati na sir to computers hi best investor hote, mai es fear ko ek acha awsar mankar quality company me nivesh karunga,

[@prasenjitpal3433]

Grasim na konsa business main class hain? ROCE dekho

[@sharespy-equityintelligenc9828]

Grasim ka khud ka kya hoga . .. after commodity biz hai negative cash flows hi generate krega ....brand nhi bana sakta paints me

[@vthecode7078]

Being a layman i can't imagine painting my home other than asian Berger or indigo That's it So any other brands needs to spend a lot hell of a lot i mean hell of a lot to come into people's minds to even consider and for that to happen needs atleast 5 year

[@sandipuntavale950]

Grasim ko settle hone me time lagega Asien paint don hai

[@KPMEMSMAKER]

बिरला के नाम से लोग उसको खरीदेंगे क्योकि बिरला एक ब्रांड है जमीनी स्तर पर गाँव-गाँव,शहर-शहर

[@rjk7919]

See u in shark tank

[@vinayc]

Competition is not new to Asian paints 😅 they have defeated even the world's greatest paints company who tried to enter India... I think the board will be thinking "maza ayega" 😂 grasim has high debt (debt to equity is 1.2). 55% of grasim revenue comes from cement and they already are facing heavy competition there.. let them focus on one thing or they might fail in both...

[@vthecode7078]

Don't you guyz miss this opportunity to buy asian Berger that's all I can say

[@hiteshmodi04]

Maza aayega business ki kahaniyan sun ne me

[@hemantunadkat8684]

SLBM ka upayog karne ka Mann kar raha hai ab

[@prasanjit107]

Grasim karne se Asian pain bi du kar sakta hain 10000 corore

[@dejaa_vuu]

if you managed to see the charts, you can spot an ant from an aeroplane. join the air force

[@relaxationhealing4355]

Jai Shree Ram

[@sandipuntavale950]

A p ko koi farak nihee padaga

[@JobNaukarii]

Grasim ki halat ho jayegi Reliance oil business ki tarah.. Asian paint leader tha or leader hi rahega since Asian pains has grown up as a 🌴 of trust.

[@awshumi]

Can u please tell us more about MANGO READER and ur new venture and where we can source them. @ajayfy

[@G2GAjaySharma]

Will let you know soon

[@awshumi]

@@G2GAjaySharma Will eagerly wait for all ur updates. Your videos are an inspiration and full of knowledge and we are so greatful for your efforts.

[@pradeepkohli5904]

Excellent analysis