Another important point Saketh, lot of our foreign clients had this wine almost 10 years ago and most of them said it was really good. Our MD was a classmate of Sula founder so he would always make it a point to offer this wine to all the visiting foreigners. All I am saying is its a great quality wine. Instead of drinking their wine and wasting money, lets buy their shares and...retire! 😂
You are perhaps over looking the fact that if low cost imported wines especially 3 to 5 Euro range or 5 litre boxed wine is imported , they will beat Sula wine prices in the indian market even after import duty . Sula wines prices are for special occasions only. Which may limit the growth of the wine market in India.
You forgot to mention what are the challenges for the company The most important I think is the cultivation of good quality Grapes, due to fast climate change farmers are not able to produce the quality and quantity which they were previously. And many are shifting from grapes production to some other. And as for sula majority of its produce come from Nashik its a big problem going forward
Bro all is good but , look at the premium imported wines selling in India with prices starting from 1200-3000rs u get at least 50 options and above 3000 u get another 50 options, see in Gurgaon the liquor shops u would have one shelf for Sula and 20 other shelfs fully stacked selling imported wines, and most of them pick that at 200-500 Rs prices difference.
Very useful, thanks. Pls explain Future Buying and hedging with Options 'Combo' in details with Latest market scenario (as explained in an earlier video of Optionable - 'How to Use Futures to Invest and Hedge a Portfolio Part 1 Invest through Futures') But with new examples and present portfolio of your Holding, pls.
Being from Nashik (H/Q of Sula Vineyards), I would like to correct the info you gave about the music festival. Last time the music festival was 2019. dont know why it is stopped and when will it resume
He is not recommending and there is proper disclaimer as well. He is sharing his rationale and it is upto the retail investors to make their own call. There are few in the thread pointed out on the high P/E and debt ratio etc.,
Another important point Saketh, lot of our foreign clients had this wine almost 10 years ago and most of them said it was really good. Our MD was a classmate of Sula founder so he would always make it a point to offer this wine to all the visiting foreigners. All I am saying is its a great quality wine. Instead of drinking their wine and wasting money, lets buy their shares and...retire! 😂
Haha! That's great to hear
Hi I'm a newbie investor, why promoter holding is less in Sula vineyard?
Perhaps time to refresh the video.
Unfortunately you became part of the pump and dump by Verlinvest/ CLSA
😢😢
Most logical and genuine person
Thank you
Agreed
Should I hold Sula vineyards share? It's going downwards for the last 3 months
You are perhaps over looking the fact that if low cost imported wines especially 3 to 5 Euro range or 5 litre boxed wine is imported , they will beat Sula wine prices in the indian market even after import duty . Sula wines prices are for special occasions only. Which may limit the growth of the wine market in India.
Awesome Analysis #Saketh... Thank you so much for sharing information... 🤩🤩💐💐
Thank you sir
Thank you saketh for the information about Sula wine yard, already I have bought 1000 shares @475.5 on 18/12/2022
Great
Thank you
Are you booked profit or not ??
You forgot to mention what are the challenges for the company
The most important I think is the cultivation of good quality Grapes, due to fast climate change farmers are not able to produce the quality and quantity which they were previously. And many are shifting from grapes production to some other. And as for sula majority of its produce come from Nashik its a big problem going forward
Agreed
Bro all is good but , look at the premium imported wines selling in India with prices starting from 1200-3000rs u get at least 50 options and above 3000 u get another 50 options, see in Gurgaon the liquor shops u would have one shelf for Sula and 20 other shelfs fully stacked selling imported wines, and most of them pick that at 200-500 Rs prices difference.
Please give the source of information where 20-25% CAGR growth of wine industry is projected
Very insightful and logical. Detailed report
You didn't tell challenges of the company but nicE analysis 📈❤
DO "SULA " HAVE VINEYARDS OF THEIR OWN OR RENTED ?
Own
Bro invested 1.7+ crore
Very useful, thanks.
Pls explain Future Buying and hedging with Options 'Combo' in details with Latest market scenario (as explained in an earlier video of Optionable - 'How to Use Futures to Invest and Hedge a Portfolio Part 1 Invest through Futures')
But with new examples and present portfolio of your Holding, pls.
Being from Nashik (H/Q of Sula Vineyards), I would like to correct the info you gave about the music festival. Last time the music festival was 2019. dont know why it is stopped and when will it resume
Thanks for pointing out
Inspiring.......Can you post a full detailed video about Nibe company 😊
Hi Saketh, A video on your futures trades plss
Thanks for the knowledge saketh 😊
Thank you
Thank you sir.....Also waiting for a good fully automated buying strategy in Nifty /Banknifty suitable for High VIX market condition
I like this business model...your analisis is valuable...
What is your take now ?
but no whisky or liquor share never given good return in recent year.
Everything is logical point
Thank you
What do make out of Q3 results. Are you comfortable with holding it with these subdued results?
Why u didn't make video when you bought why you are coming here when it's already above your buying price
Doesn't matter if the target is 2000. I am still buying
@sakethr, I have 180 shares purchased at a price of 550/-. How long do you think it will take for the shares to reach 2000/-?
Hai bro
If you raise the concerns then we can analyse ourselves to put the money
But very good points you shared us
Thank you
Thank you
Very good analysis 🎉
Thank you
and bro can you explain diff between idfc first bank and idfc ltd and what have you invested in idfc 1st bank or idfc ltd
Idfc owns 40% of IDFC bank. They have now applied for the merger. Once that happens all IDFC shareholders will get IDFC Bank shares.
Sula Vineyards will be huge for sure
greeat analysis bro love from bengaluru
Thank you very much
Saketh sir...
Plz tell me ,guide me
Good stocks to buy now for long term..
Be aware he made his position so people pls don't buy it otherwise he will make profit & u will lose 😅
Superb.. Nice .. Thank you.
Thank you
Pride of Nashik ❤
Impressive analysis
Thank you
Good luck bro 🥂 I wouldn't buy this stock.
Wine is not for Indian Climate/Consumer
Seems like it didn't go the way it was expected. Typical pump and dump
debt to equity ratio not good and PE valuation is costly then how u count these factors while buying such huge quantity , @Saketh
we are looking at the current size and what size the company can potentially become.
Sir recently promoters selling theirs stake...any view on this
What do you think about it
@@pranshuanand4560
I have two view sir..
1.Promoters stakes are going to big hni investors
2.promoters are pessimistic.
What's your view sir
avg price you own ,mine 526
497
458 rs , 500 stocks.. can I increase
Amazing amazing amazing analysis 💯
thank you so much
Which Idcf bank did you hold Sir. IDFC OR IDFC First bank??
It’s IDFC
This stock has completed its impulse and will be in correction mode for the next few months
What do you think about long term holding will it be a multibagger?
Location in nasik maharashtra
Yes
Big fan🎉🎉
Thank you sir
Kitna paisa khaya hai?
Seems like many people here want to find some negatives of sula. 😂. You fools will regret later.
Q4 was bad
sula has failed
Kannada dalli video madi
❤❤❤❤
you are in pump and dump after u told the stock fall 10 percent
Appreciate your interest of investors community. But pls post videos when share is growing rather than when it’s in consolidation mode.
Hi sir,
Its good to accumulate during consolidation
When you buy if at that time you share then it's good otherwise it's useless
Still buying
How to contact you bro😇
To want public to buy buy this stock and price go high and you can exit, dnt fool retailers,will complaint against you in sebi
Yar guru neenu 😂
There is a possibility of this idea of selling once price gone up, he would have suggested in Aug 23
He is not recommending and there is proper disclaimer as well. He is sharing his rationale and it is upto the retail investors to make their own call. There are few in the thread pointed out on the high P/E and debt ratio etc.,