Your coverage on Cummins confirms my belief, Thanks!

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.

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.

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

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

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

2 жыл бұрын

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

Thank you sir, get well soon, god bless you

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

@SOICfinance

2 жыл бұрын

Most Welcome :) Hope to keep adding value

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

@SOICfinance

2 жыл бұрын

Most Welcome Gurpreet :)

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

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

2 жыл бұрын

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

@ashwininikam6507

2 жыл бұрын

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

2 жыл бұрын

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

@DhrumilSakhavala

2 жыл бұрын

@@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

2 жыл бұрын

Thanks bro Great knowledge

Really great and financially better beneficial, Thank u Ishmohit Sir

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

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

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

Great research sir thank you so much for this

बहुत सुंदर । बहुत बहुत धन्यवाद hard work

@SOICfinance

2 жыл бұрын

Thanks

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

@SOICfinance

2 жыл бұрын

Most Welcome Rajan :)

Love your blogs sir , pls keep them coming.

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

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 ..

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

You are an expert .Respect yr knowledge

Thank you for sharing the knowledge

Thanks for sharing your valuable knowledge.

@SOICfinance

2 жыл бұрын

Most Welcome :)

Lots of love n blessings

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.

Amazing analisys of cumins India as a datacentre business.

Superb video as always

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

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

Great knowledgeable video.. 👍

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

Thank u so much sir 🙏

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

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 👍🏻🙏🏻

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

Great coverage sir, thanks

@SOICfinance

2 жыл бұрын

Most Welcome Vikesh :)

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

@SOICfinance

2 жыл бұрын

Thanks Shubham :)

To my mind risk outweighs reward. Thank you for enlightening

@SOICfinance

2 жыл бұрын

Thanks :)

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

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...

Great analysis thanks 🙏🙏🙏

Thnx sir your hard work

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

Very nice and informative video..thans...

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

@SOICfinance

2 жыл бұрын

Thanks Deepak :)

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

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

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.

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.

Superb information 👍👍

@SOICfinance

2 жыл бұрын

Thanks Suresh :) Hope to keep adding value

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

Your analysis is always superb...keep it up

@SOICfinance

2 жыл бұрын

Thank you so much :)

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

@SOICfinance

2 жыл бұрын

Thanks Abhijit :)

thorough analysis. Thanks great work. 👌👋Wondering why lauuches made by unlisted companies? Tax or patent?

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

@SOICfinance

2 жыл бұрын

Thanks Jagdish :)

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

Superb sir

Sir aap great ho

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

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.

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

2 жыл бұрын

Yes, it is one of the Anti-thesis pointers

@rajnishkumargupta172

2 жыл бұрын

I also agreed with this....

@mac900282660

2 жыл бұрын

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

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

2 жыл бұрын

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 :)

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

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

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

2 жыл бұрын

great, thanks for the calculation :)

@knowledge_seeker_

2 жыл бұрын

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

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

Can you also make a video on Seimens..Ti think they are working on green energy especially Green Hydrogen through their various subsidiary..

Hi, I feel Hitachi energy is also establishing Data centers

Thanks sir🙏🙏🙏

@SOICfinance

2 жыл бұрын

Most Welcome Vinita :)

Excellent indepth anylisis.Thanks to team SOIC.🙏🙏

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

@SOICfinance

2 жыл бұрын

Thanks Pradeep :) See you in the webinar

🙏, wonderful analysis dear ish

@SOICfinance

2 жыл бұрын

Thanks Gangegowda :)

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

Jai Hind Sir

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

@SOICfinance

2 жыл бұрын

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 :)

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

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

2 жыл бұрын

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

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.

Finally ❣️

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

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

nice sir god bless you

@SOICfinance

2 жыл бұрын

Thanks Vikas :)

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

Dear Ismohit hope now you are fine. If possible plan to comparative analysis between apparel companies like Rupa and Dollar Ind

Super excited nolyj sar thynks🙏🙏

@SOICfinance

2 жыл бұрын

Most Welcome :)

@graceMASTER777

2 жыл бұрын

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

Iska data storage wala achcha laga

Video on Hitachi Energy and ABB

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

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

@SOICfinance

2 жыл бұрын

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

@supriyakumari7462

2 жыл бұрын

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

@supriyakumari7462

2 жыл бұрын

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

@SOICfinance

2 жыл бұрын

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

@mohitjani4049

2 жыл бұрын

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

Solar power will effect in this business in future?? Before one year in my company standby power supply generator switched to solar power .

Can you pls do analysis of Tube investment of India?

Thanks Buddy , could you cover Kirloskar Oil also as a proxy for DC in yoir next video

what about you said will make video of aptus value housings, prposing to make video on solar industry ( defence play ) strong enough since listing ...up...up....up...

Sir please make a full analysis video on Great Eastern Shipping Company Ltd.

Is the pe around 56?

Good Analysis buddy

@SOICfinance

6 күн бұрын

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

Awesome knowlegable video as u shared always. Love the concept of risk reward. Can u share source of study with us for more improvement for self study

@SOICfinance

2 жыл бұрын

Hello Ankit, thanks for your kind words :) Major source is annual report, credit ratings, industry research reports & concalls

@ankitvarde1709

2 жыл бұрын

@@SOICfinance Thanks Ishmohit for reply. What Is u r thought process about valuation. Please eleberate. Thanks again

Good one

@SOICfinance

2 жыл бұрын

Thanks :) Hope to keep adding value