Entire Electrical Vehicle Batteries industry in India🔋
Vložit
- čas přidán 18. 08. 2023
- 2 Stocks for Electrical Vehicle Batteries 🔋
🏫 SOIC Crash Course (Happens Once a year!): rzp.io/l/fVhfrxKU3g
🏫 SOIC Membership (Use Code- SOICBONUS10): learn.soic.in/learn/SOIC-Course
🏫 SOIC Financial Literacy Bonus Offer- learn.soic.in/learn/Financial...
SOIC Stock Scan Tool: www.stockscans.in/home
SOIC Research : www.soicresearch.in/home?subs...
📖SOIC Book Store: www.soic.in/books
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 10% off at the time of signing up. :)
www.soic.in/tijorifinance
📰 Link to the SOIC Newsletter: soic.in/blogs
Link to Trading View- www.soic.in/tradingview
Business Covered - Exide Industries Ltd, Amara Raja Energy & Mobility Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Connect with us on:
🔗 Website: soic.in/
📱 Android Mobile Application:
play.google.com/store/apps/de...
🐦 Twitter: / soicfinance
📸 Instagram: / intrinsicco. .
📧 Email: info@soic.in
🎞 Presentation Link: www.soic.in/visualization
🎥 CZcams: czcams.com/channels/B7G.html...
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic
Excellent analysis :)
Understanding:
1. The value chain of Lithium Ion battery cell
2. The approach and investment of both key players towards new battery technology
3. Both players made adjustment to improve the corporate governance ( Exide gets exit from insurance business and Related business of Amaron promoter getting merged with listed entity)
4. Few factors might be affecting the dented valuation of Aamara raja battery. (1. Lead price 2. Unclear approach for new age technology)
5. key risks for both the players
But amara raja batteries have signed MOU to invest 9500 crore in Li Ion batteries gigafactory.
Great analysis. The Key learning was about the components used in making Batteries and the companies involved in making the components.
Excellent technical overview. Appreciate your devoted research.❤
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
I really enjoyed reading your study and analysis. Thank you for sharing.
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Sir, congratulations for hard working. THANKYOU
Thank you. Pls add some analysis on Green Hydrogen too
Great video paajjiiii.... recently i was looking for the video on batteries company and you have given the information in much more detailed way.... looking more powerful information in the upcoming videoss..👍
Thanks for the video , yours efforst are highly appreciated
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
No bullshit introduction. Pure content right from minute 1 😍😍
loved to see indepth analysis 🙌
Conclusion:- it would be too early to understand who will be the better bet excide or amara raja.
Brands like OLA and TATA looking for own setups Many more companies will start their captive productions
Proxy playa will be safe bet in this case ✌️
Great technical analysis.. thank you for updating this new busniess.
Thanks for sharing the complete analysis of Battery Value Chain.. Every single minute was so valuable
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Excellent presentation
Very good consolidated information, thanks for same. Lots of insights
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Full of Informative... 👍🏻👍🏻
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Lots of efforts for retail investors without any expectations, hats off 🙏🙏🙏
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
What i look for on Sunday is your power pack ,full of information video.Thank you paaji❤
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Well complied and interesting video. Just one small comment: GWh should be GWhours and not GWperhour as has been referred to in the video. The graphics used in the video for Li Ion batteries appeared under the "BigRead" section of Financial Times a few days back.
Thank you for watching :)
We stand corrected. Thank you sir
Great Analysis 👍
Very insightful...thankyou
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Super as usual. Tx for all d hardwork
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Where does Kabra fit in this value chain? I thought they have first mover advantage. Can you share some insights in relative to exide and amaraja?
Nice content on batteries business in India. The critical parts of fundamentals analysis including understanding value chain, key risk and financial are covered well. 👍
Great video content and presentation sir.
Nice explanation. Can you also make a video on future fuels will be like.. i do not think electric vehicle is the future unless full charging happens in 10-15 min.
Also, ethanol and bio fuels are emerging as a new fuel. Green Hydrogen is also there..
So, if you could make a video on this then would be nice to make an investment accordingly..
Excellent analysis...but made it more confusing on which one to hold😀 Thank you so much Ishmohit bro. Always a pleasure to listen to you. Love SOIC.❤
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
What a magical analysis. Comprehensive and thorough!! Kudos to all
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Thanks ishmohit for thourough study on the Subject in time.
Great as always..
V-Guard may join the stakes one day..
Excellent job
Great Anlysis..
Thanks for sharing.
Amara Raja has land issues in Andhra Pradesh and people complain about pollution.
After following their conf. calls, they still think fuel vehicles co exist and the need for Li ion batteries is not a priority now - they want to wait and watch before proceeding.
Hi SOIC team, very nice presentation ❤ I noticed an interesting thing: you used green colour scheme for the presentation as well as Ishmohit's background since you were discussing renewable energy solutions 😅❤ Hope I am not the only one to notice this ❤
Yes, you are right :)
Great Analysis as always brother 👌👌👌
Please make video on roto pump
What a depth analysis bro, kudos to you fire 🔥
Exelence your all topics are verient topic well
sir one of the proxy is gravita india (battery recycling).Government new regulations EPR may be tailwind for the recycling sector
very good analysis Ismohit Bhai
Great Analysis! I heard that ami organics also getting into electrolyzer. It would be good if you do analysis on this also and compare with gfl
Please make details analysis video on Abbot India and Nestle India
Excellent explanation and detailed video. Got lot of information and clarity on both companies and overall sector situation and future possibilities.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Yes exide is good for long term
U make some crazy content for sure!! Keep posting..
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Fantastic video 🎉❤
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Holding both in small qtys but Amran is very at attractive valuation
Superb one. Membership links are not working and getting page expired error. Please check and resolve the issue. Thanks
Please give your views on rain industries
Great analysis!
We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Great analysis
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Please make a video on Dr Lal path labs.
Great video
❤ awesome
Tusi chhha gae sardar ....... jabarjast presentation
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.
Thank you sir
LFP is safe due to low energy density good for stationary application where weight is not a constraint but actually it costs more due to more material per Wh. China is phasing out LFP and dumping to India as you can not go beyond 150wh/kg .NMC is having high energy density upto 300wh/kg a bit less safe . But more economical due to less material per Wh . For moving applications NMC has less kurb weight and better efficiency for vehicle .
Why no one is talking about Reliance here, Reliance has the upper hand in ev battery research and development. They have both lithium and sodium ion technology. My bet is on reliance on this
Ambri in the US, Faradion in the UK, and Lithium Werks in the Netherlands are among Reliance’s partners in the energy storage industry, Reliance is expanding its footprints in sodium-ion batteries through Faradion, and in LFP batteries through Lithium Werks
Great analysis❤
Pls do a video on mahindra group.
How did u missed this group
Thanks sir
Some proxy player of this field .
Please
Very good technical analysis
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Also possibility of hydrogen cell which are replaceable and cuts charging time
Also green hydrogen can be produced in india itself
Hello sir in your screener video discuss about warrent . Sir please make sprate video on this topic
Excellent Study Ish Mohit
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
There is already new technology “ Solid state battery” which is end game. Quantum Scape is bringing the production in FY 25. 80 layer fast charging, and higher life span
Indepth analysis bro. We are waiting for your analysis on Shivalik Bimetals.
Excellent Analysis
We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃
Sir shivalic bi metal ke baare me video kre please
All ready hai
Excellent every time
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Brilliant Analysis!
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
@@SOICfinance Keep up the good work! 👍
Hi.. request you to do an analysis of Kuantum papers and related businesses in paper industry.
why no one talked about hbl power ?
Paaji please make a detail video on SULA VINEYARDS, Please paaji🙏
Nice Video Sirji
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Exide industries not in Bangalore Karnataka, it's in kichhadapalli village, Hosur taluq, Hosur, Tamilnadu
Very useful
Glad to hear that :)
GOOD BUT YOU MISSED HSCL AS MAIN ANODE PRODUCER
Great analysts
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Sir aap ne ikio lighting pe view nahi diya please help i am small shopkeeper
It is good to invest in an exide company due to taking hdfc life share advantage.
Finally Exide or Amaraja ?
You dint mention the hydrogen cell technology?! Will that affect the existing tech too?!
Great content ❤
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
thankyou sirjii very much insighting
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@@SOICfinance yes sir thankyou⭐
Ola is the biggest wildcard in this space
Is there any future of Amara Raja Batteries?
Hi Sir...Where is membership link..I want to join the group ..plz share it..
Please email us at info@soic.in We’ll reach out to you in 24-72 hours.
Not abel to access the premium content how to resolve it.. Mailed to your email ID but no response from your side. Kindly look into the matter....
Its always safe to go with batteries Proxies
Hi Mohit, can you please do video on alocohol stocks, if possible Sula bevarages plzzzz
Hell yes!
PPT link anyone?
Pranam sir 🙏
solid state batteries are coming..
Awesome analysis I loved it brother #hardwork
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Dear ISHMOHIT any comments on Tarsons products current valuations and Latest financial results
Please cover this
waiting for your view on tarsons
thanks SOIC
Please give me reply Sula vineyards
Promotor sell stock?
QUINT MUTUAL FUND
CAN REDUCE POSITION?
Plz give me favourable reply
Thanking you.....
2 key points missing
1. Who is expecting to refine lithium after extraction
Reliance and Rajesh exports are basically refining companies and their interest could be refining business and not assy business
But with govt PLI schedule they want to enter so that they may secure the potential opportunities to become refiners
2. Nothing is discussed on cathode manufacturing plan
NMC or LFP cathode should be made by Indian company only
Anode is ok because India has surplus graphite
Maybe because the video is purely on battery manufacturers?
🙏
🙏❤️