Why consumer durable companies falling? Whirlpool |Orient Electric| Symphony| TTK prestige| Crompton

[@SahilBhadviya]

Link to explore my weekly series and stock analysis course: www.sahilbhadviya.in/

[@sundaraditya1266]

Hi sahil can you please make a video about doms ipo?

[@jhp-mu8jf]

Orient fan lifespan is too long....I have fans working 25 years still running

[@jkj1459]

CROMPTON SURVIVED 30 YEARS IN GULF

[@manishaca]

Orient electric has worst after sales service. I bought a grinder which stops functioning and they take it for repair which they never returned.i lost both money and appliance

[@ashishsharma-hz8pk]

Fans are working for 25 years that's the reason people are not buying again 😂😂

[@josephnunes4092]

Found orient fans much better than crompton fans.

[@anupamrana2923]

@@ashishsharma-hz8pkcorrect 😂

[@nagarjunagolla6550]

Much needed video regarding the consumer durable sector Pls provide updates on this sector regularly Thank you

[@drrahul5839]

Durable itself is a draw back No entry barrier No niche sector Not heavily capex driven sector Even ordinary companies providing air cooler, pressure cooker, fans Many domestic players yet to join the sector Anyhow it's a good video on consumer durables 👍🏼

[@lakshnaramesh9733]

Hi Sahil, I've been following ur channel & watching all ur videos without missing even one, and I've recently turned 20, investing in the stock market since early 2021 when i was 17 y.o I think u have missed a point (7:00) that Whirlpool, parent Co' of Whirlpool India is selling 24% of their stake in Whirlpool India to repay their (Whirlpool US's debt), i don't think this is a sound decision for a well established company, what is your state on this?

[@ankurbhatia7898]

Excellent video Sahil. The best time to study any sector is when it is going through a bad time as we can get decent discounts. Just one feedback from my side would be to also include volume growth in these companies as this is the most important metric to track in cunsumables.

[@mysticz5478]

Why didnt you discuss about whilrpool parent company plans to sell 24% date which was the reason for whirlpool to correct significantly. Good video

[@drsandeep47]

He doesnt discuss on news & bdw if that co sold look at whos buying . Its not like retailers like u and me are buying that stake

[@logeshwarans5537]

Sahil pls discuss on Polyplex share. Should we average on this correction and future of this company

[@arvindbandivadekar3467]

Hi Sahil, you missed V Guard, Wonderla Holidays promoter family.

[@Exmuslim_Anwar]

Earlier I was radical muslim but exmuslim Zafar heretic and Nabi Asli YT channel changed my life. I came out of islam and just living sanatani way of life. ❤😊n

[@fahad9739]

Thanks Sahil. Also, please make a video about fundamentally good stocks like Amrutanjan, Tarsons, etc. and why they are so downtrodden.

[@rsv1503]

Really helpful. Thanks for useful information. Companies you discussed are in Sideways now. Bluestar is doing better share price wise. Can you help with my doubt. If the sector picks up all companies you mentioned will do good but what happens to already better performing companies like Bluestar, Havells etc. Do they consolidate or move much higher? Invest in better performing companies now or invest in companies falling ( fundamentals are good I understand ) now. How do we take call in this case?

[@Venkatesh-vm4ll]

I love this type of analysis, with annual report reading.

[@whatif1469]

Hi Sahil, Love your deep analysis. One Video Recommendation: If you can share your knowledge with us on how to use the screener tool thinks to look and what implies what in a 10 -15 min video it'll be very helpful. thanks

[@shelterbros]

Excellent video Sahil..I am an investor in Orient, the video gave good clarity about current position of the stock. Thank you.. Can you please explain why Havells didn't correct significantly similar to these companies?

[@vikass31]

Probably because Havells sells wires also.. which are in demand , bit less than polycab but it's wires are in demand and especially it's mcb

[@srinivasanvaradarajulu3556]

Symphony need to change the design effectively to a better look and application including energy consumption. This is very much required to retain or improve their market share, both local and global.

[@pratipmisra5693]

Symphony is Mohenjo daro

[@Tirupatinaidus]

Q&A- Hi Sahil. Can you please tell us how globus spirits business effect 1. By Coco-cola's entry into ready to drink alcohol business 2. By government's ban on ethanol production from sugarcane. It is into ethanol production & alcohol also right?

[@srinivasanvaradarajulu3556]

I would like to add that many consumer goods also being imported from Thailand and Vietnam ex sharp, Toshiba refrigerator come from Thailand. This is to be stopped. Also the CHina based parts penetrate for lower cost over local manufacturing costs.

[@jkj1459]

TO REMAIN CONSISTANT IN SUPERB ANALYSYS IS AN ART

[@neerajsinghbhar966]

Middle and lower middle class income is not increasing,market doesn't show reality,

[@sureshbaravkar9292]

Also HUL... No return in 3 years. Can it double in the next 2-4 years??

[@srinivasanvaradarajulu3556]

There is a high necessity on these branded goods to shift manufacturing train. Example, Tata consumer goods, Chroma brand blender which is a contract manufacturing and only design and brand held by them according to the showroomwala. If so, the overhead cost goes down and Tata retains their calculated margin per piece.

[@market_learner27]

you missed Surya Roshni.....very good return during last 3 years

[@anilpudota290]

I just picked small qty of Havells , whirlpool recently and holding TTK prest in my portfolio. Exited Crompton and orient.

[@SouvyaBusiness]

BUY WHIRLPOOL & GILLETTE INDIA

[@josethomas112]

These insights were very helpful. Thanks sahil.

[@NaveenKumar-xe4no]

Hi Sahil, I'm following your channel daily and thanks to your entire team for your efforts. I'm thinking of making some emergency funds and interested in debt fund and came across Bharat bond ETF by Edelweiss from your video. Please let us know about this ETF and how can be used for emergency funds. Also please let us know about the kotak debt hybrid or parag parikh debt hybrid be used for emergency funds. My tenure is atleast for 2 to 5 years. Please pick up this question. Thanks.

[@SahilBhadviya]

Thanks Naveen. Bharat bond etf is a good option to park money. Hybrid funds are also very good option. Both conservative and aggressive based on risk appetite . It balances investment across both debt and equity.

[@kbmehta4208]

Sorry dear, Whirlpool promoters have significantly reduced or decided to reduce their shareholding to close to 50%, and that’s why huge fall in price in recent days.

[@rakeshagarwal5782]

I guess whirlpool and TTK has significant edge over new entrants

[@debasisgochhait4206]

Thanks Sahil for the detailed and summarised video on consumer durables😊👌🏻

[@divyanshujain3]

Good analysis Sahil. Thanks so much😊

[@rohanrshah7516]

SUPERBLY EXPLAINED. VERY INFORMATIVE THANK YOU

[@adinarayana5773]

Superb analysis about consumer durable sector bro..thank you..!!

[@subashdvsubash5446]

Orient electric share price vs Tortoise race means my Choice Tortoise ❤

[@sapnasamal3680]

We have symphony cooler Hawkins cooker Orient fans😊

[@umeshm7650]

Orient heater, I'm using since 2014.. working exceptionally well

[@utkarshthakur3174]

and I think that's the reason for the stock beatdown, go and buy more

[@rakeshgangireddy8397]

Only stock in my pf trading in negative is orient electric, but it should make a turn around in long term

[@gattubarocks]

Really helpful, thanks Sahil, I am big fan of your videos

[@seeniabdulkadar3665]

Hi Sahil, You are saying OPM is the main culprit in whirlpool then what is the strategy behind selecting Dixon Technologies (V.poor OPM). Can you share your state in that..

[@shouryasingh8880]

Because company is growing. Its revenue is increasing consistently as well as EPS is increasing thats why. Their expenses are very high thats the reason for their low OPM.

[@SahilBhadviya]

Dixon has different business model. It has not fallen from 10-12% to 3-4%. You can’t compare dixon opm with consumer durable. Different business models. Pls chk my video on electronics sector and dixon to understand in detail

[@vishwadhiri]

Keep up the good work and continue to educate investors !

[@sajalbhargava9641]

Sir pls share your views on polyplex for next 2-3 years

[@dharmeshmodi2529]

Thank you for taking my query regarding white goods.

[@Bikash2802]

Thank you for the analysis sahil sir

[@psinghchd1]

excellent deep analysis Sahil , keep it up

[@Lifeofapro2050]

Orient Electric is the market leader … accumulate now before it goes 300

[@moloydas1]

Please look at the PE of these declining revenue/profit companies, it is still more than 50... so still very expensive and definitely can fall significantly, if there is some sudden downturn in the broader stock market

[@Dhron_Unnithan]

Very well compiled video 👍🏾🔥

[@srinivasanvaradarajulu3556]

Good effort and neat presentation

[@saurabhjadhav1000]

You have missed on whirlpool promotors selling 25% stake in India business arm. Can u throw some light on it, how’s this stake sale is going to affect stock performance.

[@RD-vu1dz]

Superb analysis sir. Much appreciated for your hard work.

[@lalayhassan]

Great content 😌

[@vijaysharma4713]

Shail ji great analysis about consumer durable .

[@jayaharish7447]

POLYPLEX Please........

[@Arun.community]

Good analysis ❤

[@bhavananthd9888]

Polyplex.. sahil

[@parulshah5921]

Attractive valuation & fundamentals r strong...can be part of portfolio

[@shamilm2504]

Hi Sahil, Please do a video on PI Ind, recently there has been some news which could affect the stock.

[@sriramps2145]

Out of these 5 stocks, which stock is better ?

[@Lifeofapro2050]

Orient Electric

[@sgupta308]

HUL fals in the same category? can you cover that too

[@roymzack]

THANK YOU ❤SAHIL FOR THE EFFORT YOU PUT IN. GOD BLESS.

[@jayadevappak247]

Ttk. Symphony. And orient fan. Thanku.

[@ConfusedKettlebell-xg8pd]

I'm holding around 200 shares of Whirlpool @1770 currently in a huge loss what to do? Wait or exit to other stocks.

[@deepaklac]

Amazing work.

[@mohitn2952]

Green panel also house hold name but down by 50%

[@jkj1459]

I EXITED . SEEMS EATING ONLY CAPITAL

[@bobbysatoo3277]

LG brand is dominating aggressively in the whirlpool products category both in features and promotion.

[@jigishajani8573]

There is alot of recession in this segment of consumer durable products. As we are dealing in same business.

[@ksrameshcharteredaccountan490]

Hi, I am regular follower of your channel. I appreciate for your efforts. Is it possible to cover GHCL stock. This stock PE was very low around 6 but profit was around Rs.200 crores to Rs.300 Crores.

[@venkataramireddyvattem1264]

Sir,great analysis

[@shechatts9015]

but then why HAWKINS COOKERS...are at a high where TTK prestige is down

[@biswajitpaul1750]

Thanks These companies are very attractive

[@roshk476]

My experience with whirlpool washing machine was terrible. Service problems. Too much of maintenance cost😢

[@josephnunes4092]

I has the same issue with whirlpool refrigerator. Now I have LG and trouble-free.

[@panthya9975]

Video came at the right time

[@AA-bx8vk]

Hello Sahil, could you please give your opinion on Glenmark Life Sciences, is this share looking attractive?

[@jhp-mu8jf]

Orient looking good

[@JahnaviBk]

Hlo Sahil gm,,, I am new to this share market, IREDA has become the talk of the town now, I too hold some of this stock now,but iam bit confused to hold or sell ryt now,, pls make a video of latest developments about it,, so that we can have clear picture about that share. Neither ಈ know technical analysis nor fundamental analysis, so pls guide us.

[@pennagaram1]

Nice analysis sir

[@jigishajani8573]

I heard Whirlpool is going to sale it's India business. Or might cut it's stake in the company. It may be wrong info though.

[@suriyaprakashs7285]

Crompton greaves i am using for more than 12 years

[@DBhattacharjee74]

Could you Pl do authentic analysis on NEWGEN SOFTWARE, SAKSOFT, VARUN BEVERAGES, NETWEB TECHNOLOGY, GLOBAL EDUCATION. Looking forward to your views.

[@mail2subhajit]

During the covid period, people had brought lot of consumers durable products. After covid rich people are looking outside home. Lower middle class don't have enough savings to purchase new products. Hopefully in the coming election season , more money will get transferred to lower section of the society. We will be able to see a consumers sector revival. Share your thoughts..

[@ganeshkhandagale9402]

Sahil sir, Lot of your subscribers waiting for Video On 'Future of *YES BANK*...

[@khushalsharma3086]

Hello sir I really appreciate ur work u r doing amazing work but can u Plzz suggest me something I am in Confusion I have invested in L&T stock my average price is 1752 & now currently it’s price is 3420 & it has Given me 95% return so what to do now should I book profit or I should keep them for long time investment as I have purchased it at very Low price even low than it’s 52week low price or I should book profit Plzz help me

[@narindermediratta8942]

ROCE is not discussed, whirlpool entered in price war

[@juderajbalthasar8786]

Can you reply on whirlpool. Its parent company is planning to divest upto 25℅. Is it good r bad thing for investors (for ST & LT perspective).. Thanks

[@prasadaraodasari3605]

Flexicap category mutualfunds for 10 to 20 years kotak axis hdfc mentioned by you is it suitable for longterm because aums are above 40 thousand crore

[@sachinsawadepatil7602]

Thanks Sir 🙏🙏🙏

[@vinod.19]

INOX CVA IPO analysis please

[@hardikthakkar3837]

You have used wrong logo for Crompton, the logo used is of CG power not Crompton.

[@Varun-ib3bp]

Do a video on Schneider electric. I believe it cold be a multibagger

[@drsalilsingh9474]

Saahil you are good

[@iyappanlakshmanan347]

Thank you

[@sureshkumarpm5810]

eventhough 30 pc loss determined to hold crompton

[@tuhin_das]

Why relaxo and polyplex is falling ? Plz discuss

[@singhgurpreet8339]

Thanks😊

[@user-rx8dc9xb4x]

Crompton mixer, i am using

[@soumikchanda9409]

Now, what is your view about PI industry ??

[@tanmoydhar14]

Dear Sahil, please share your analysis on TARSON PRODUCT LTD. Regards.

[@logeshwarans5537]

Pls analyse SBI cards sahil

[@brucebane5396]

Same with Bajaj electricals

[@venkkadeshrv4696]

Nice vedio ❤