Stocks with Super Strong Results 💪 | Q4FY24
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- čas přidán 31. 05. 2024
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Yet another results season has come to an end. Q4FY24 was a very interesting period for Stock Markets and Businesses in India. The overhang of General Elections and how various businesses and sectors fared.
Let's dive in and unfold the Results page by page. Hope you'll like the video and presentation.
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As always, it gives the best shots at everything. Here is the summary of the VDO:
Strong results were seen in sectors like two-wheeler auto, power equipment, cables and wires, FMCG, hotels, telecom equipment, financial services, real estate, and metals. Weak results were reported in IT services, banks, chemicals, and hospitals.
Key moments:
00:03 In this video script, the analysis focuses on the results of quarter 4F24 in different sectors, highlighting growth trends and challenges in industries like agrochemicals, steel, and iron ore.
-Explanation of top-down and bottoms-up analysis in business evaluation, emphasizing sector-wise growth comparison.
-Detailed breakdown of Nifty 50 and Nifty Next 50 performance, including sales and profit after tax growth figures.
-Discussion on weak sectors like fertilizers, steel, and agrochemicals, highlighting sales de-growth and industry challenges.
06:46 Discussing the current state of the banking sector, focusing on factors like net interest margins, credit growth, and asset quality trends. Exploring strong sectors like financial services, engineering, and telecommunications equipment with significant growth potential.
-Exploring the challenges and projections in the banking sector including net interest margins, credit growth, and asset quality trends.
-Analyzing the growth potential in strong sectors such as financial services, engineering companies, and telecommunications equipment.
-Highlighting the varying pad growth rates in different sectors like jewelry, pumps, breweries, and IT services.
12:08 Understanding portfolio allocation, stock exit strategies, financial planning, and mutual funds is crucial for investors. AOEC membership offers education on these aspects to help investors navigate the market effectively.
-Importance of portfolio allocation, stock exit strategies, and financial planning for investors' success.
-AOEC membership providing education on portfolio management, stock valuation, and financial planning for independent investing.
-Analysis of outlier companies in Nifty 50 universe with strong earnings growth in various sectors like Automobile, Banks, and Pharmaceuticals.
18:11 The video discusses various sectors and companies with strong financial results, highlighting growth in sales and profit, margin expansion, and operational improvements.
-Analysis of automotive sector companies like Sharda Motors and SK Automotive with significant growth in profits and sales.
-Exploration of companies in the banking sector such as Amara Raja and Bank of Maharashtra showing positive growth rates.
-Discussion on the performance of companies in sectors like cables, brews and distilleries, and casting and forgings, showcasing strong financial results.
24:14 The video discusses various companies' financial performance across different sectors, highlighting strong pad growth and positive earnings in sectors like construction, healthcare, and pharma.
-Strong financial performance in the construction sector, with companies like PG Electroplast showing significant growth and positive outlook for the future.
-Positive trends in the healthcare sector, with companies like Indraprastha Medical and Jupiter Life reporting impressive pad growth, indicating expansion after multiple years.
-Robust earnings in the pharma sector, with over 20 companies showing strong pad growth, reflecting the sector's overall strength in the market.
30:18 The video discusses the financial performance of various sectors and companies, highlighting strong and weak results, providing insights for investors to analyze and make informed decisions. It emphasizes the importance of understanding relative strength and weakness in different sectors for investment purposes.
-Tejas Network shows potential growth despite challenges in the telecommunication sector, emphasizing the significance of order execution and market positioning.
-Analysis of sectors like textiles, travel, and telecom equipment reveals varying performance levels, guiding investors on sectoral views and potential investment opportunities.
-Discussion on relative strength in sectors like two-wheeler autos, power equipment, and financial services, contrasting with relative weakness in IT services, banks, and chemicals, aiding in strategic investment decisions.
Best way to begin a Sunday is with SOIC video ❤
Hell yes..pls do the analysis after every quarterly results. Loved the video.Very informative
Superb presentation !
Unbiased, thorough and still precise . So much information to soak up on a day when I needed to rest my tired grey matter.
Very informative nonetheless
Thank you
Hell yes. . Please do this analysis after every quarterly results
Superb knowledge sharing, a big thanks to you !!
@Ishmohit, As always thanks for the educational content and sharing the excel as well. Couple of feedback points, if you could consider:- (1) Pl minimise/optimize moving the excel sheet around while discussing content as it creates distraction/ strain while viewing (2) If you can point out 1-2 companies in more detail that did well during the discussion that would helpful. Certainly doing a great job and my intent is not to nit pick here but just to make viewer experience/learning even better
Taken with full gratitude and will improve :)
Thank you
Please keep enriching us like this. Great job.
Thanks for the session
Hell Yes!!! Thank you so much for the excel sheet. Here we can easily go through results, shortlist and then analyse fundamentals.
Glad you like it!
Top quality research..Thanks
Thanks 🙏 . Informative one
So much effort 👌 commendable. Thanks a ton😊👍
Need this sheet every quarter, thank you soic ☺️
Loved it..
ISHMOHIT you are evergreen. God bless you. Thanks for this video🙏🙏🙏🙏
Excellent session!!
Very informative analysis ❤
Hell yes , please keep doing this. Can you please make a short term portfolio based on this result picking stock from strong sectors.
Good video. Thanks for this❤
Thank you sir sharing valuable information
Yes sir thank you for this wonderful session
Loved it. Kudos to your dedication.
Superb analysis. He is the best now.
Excellent summary of the Q4 results, thanks @Ishmohit 👏🏼👏🏼👏🏼
Glad you liked it!
Very informative video, thanks
Hell Yes... Please do google sheets after every qtly results. Thanks
Amazing passion. Thanks for this.
No one can match SOIC 💎
Loved it.. Thank you.
So much worthy information 🤝🤝
Superb video.. pls keep sharing such commentary after every quarterly results. And do a big one after every annual result
Please do this on every quarter 🙏... very useful❤❤❤
Great excel sheet 🎉❤
Thank you, sir. Your knowledge and information are greatly appreciated.
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. 🤝
Thanks Sir for the sheet and amazing knowledge that you are sharing with us. This one really helps.. need your help in couple of things.
1. how to identify all the stocks in different sectors in one go.
2. how to find the respective index in that sector.
Loved it! Thank you for all the work and effort
It's always a treat to see your video posted from time to time.
Kindly upload strong companies results after each quarter.
Eagerly awaiting next video on quarterly results
Thanks for the worthy content
Thank you very much. So kind of you
Great inputs. Thanks for all the efforts...
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Excellent video, as always always always. So much information and things to learn from your videos ...And
HELL YES!!
Thank you so much for the kind words! We truly appreciate your support and are grateful for your positive feedback. It means a lot to us to hear that you enjoyed our content and found value in our analysis. We hope to continue adding value to your investing journey. 🤝
Super sheet.Really appreciate
No Words Sir Ji.
Thank You Very Much ❤
Loved it Sir, one of the genuine persons in this industry. Masha'Allah
Excellent vedio Sir Thankyou.
Nice analysis. Can you please also include retail?
Amazing work ❤
Hell yes.Need such sheet on each quarter
It is beyond love rather your respect is at peak. Thanks a lot again and again
Thank you so much Ismohit ji very interesting video ❤
Hell yes. Love your videos.
great work ...publish this type of sheet after every qtr...God Bless All of Us...
thank you for your valuable information of all sectors.
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. 🤜
Hell Yes, much appreciated ❤
very informative session
Loved it ❤
Great analysis
Outstanding; Very educative and useful.Worth watching by every investor❤
Thank you so much for your kind words and appreciation for our video! We are thrilled to hear that you enjoyed the content and found the quality to be top-notch. We strive to create the best possible videos for our viewers and it is always rewarding to receive positive feedback. Your appreciation motivates us to continue creating high-quality content for our audience. Thank you for watching and for your support!🙏🏻
Please keep doing this 🙌🙌
Great work
Nice video ❤️💗
Next video on a roadmap for retail investors
How can achieve financial freedom from equity investing.
Loved ur this will help alot to analyse, thank you
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. 🤝
Thank you.
LOVED IT
what is the pre- sales data you mentioned under real state?
❤🎉my sciencere salute to SOIC
Perfect bhaiji .... ❤
Hell Yes. Brother, please continue such summary of quarterly results. Thanks.
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. 🤝
Amazing video. Loved it! You would be great to get every quarter
Good presentation
@SOIC thanks for another great video, can you please have the stock symbols in the xls along with the names
Very informative
Loved It
Great work thank u
loved it 🥰
Hell yes!, include abs profit, industry pe, peg value, order book
HELL YES
Thanks for video.
We love your work, please keep making sheets every quarter
Tks for excellent sheet. Very useful. Can a similar sheet be made for companies below nse 500 even if it is not industry wise. Tks
YES, WE NEED IT
Badiya Ishmohit bhai! Excellent
Hell yes ! One of the best research
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our research videos & your support.
Hell yesss vry much helpful ❤
Make us update on Agro chemical and speciality chemical sector ❤❤❤❤❤ You are doing a great job for investors ❤❤❤❤❤
Loved it
THANK YOU SO MUCH....
Ishmohit nice educational content tnx..and yes....hell yes for next q.
yes can you tell me how can i make independently
Very good video… please do the analysis
After every quarterly results
Nice learning sir....
Sir please make such statements after every quarter results. It is really helpful. Thank you Ishmohit Sir. Hats off to you ❤
Thank you so much Sir
Loved it. Next start covering US stock market
Hell yes, every quarter we need this
Hell yes! Please do this after every quarter
What is ace equity you mentioned in video joh ace equity use krte hai
Great video...
This session is very helpful, similarly if we have a session with view or excel with companies that are giving guidance of high growth in upcoming Quarters will help, as that will drive primarily stock prices.
Superb explanation. If possible could you please share your view on "Autoline Industries".
Thanks sir