Archean chemicals has actually given decent return. Also considering the fact that it’s totally new category creation and kind of a small monopoly, the PE multiple can grow high. Currently it’s just trading at a PE of 20, inspite of the great ROCE and ROE. Archean will surely see a valuation change. 20 PE in chemical sector is a clear discount.
Archean chemical is definitely going to get benefit from Israel hamas war as price of bromine will rise due to ongoing conflicts, please give us your view on archean chemicals @ismohit sir🙏🙏
Great analysis, So good of you taking out so much of time and doing such a wonderful analysis. Would request if you share such analysis on steel /metal sector as well.
Great analysis sir. Thanks for explaining about tailwind and headwind.. Can you please do a deep analysis for aarti industries and neogen ... Sector wise on fertilizers?
"Tailwinds propel the wise, while headwinds challenge the resilient. In the stock market's ever-changing climate, it's the skillful navigation through both that defines success." 📈💨🚀
Appreciation to your efforts in enriching the youtube community, can you do a separate video on thorough value chain analysis of agrochemical sector including it's prospects, key players,etc..
i Actually wanted to know the meaning of tailwinds !! You have smplified the term in such a simple manner! I am your Fan now ! Thanks a lot dear what a Great Job
Great analysis, sir. Now a comprehensive video on Automobile industry along with OEM stocks (specially focused on EV theme and it's proxy) is much more needed. Please make this video as we are excited to gain a lot of knowledge about EV theme from you.
Having Fineotex Chemical (200) at 210 Wanna add one or two more chemical. Plz suggest. Confused among Archean, Clean Science, Best Agro, Vinati, SRF and Yasho.
Hey! Thank you for the video. Would love an analysis on Camlin Fine Sciences. Recently promoters have increased by 10%. They have forward integrated and completed their Capex of Vanillin plant. Looks like an interesting story.
Great insight into Chemical space, would you mind saying something about Paushak ltd, like technically when will it bottom out and what would be possible price range and how many more quarter of downturn please
I don't understand when there is a headwind in all chemical stocks ..all of them are in sideways or downtrend ..how Himadri speciality chemicals is in uptrend ... either operator is driving stocks or promoters are fudging the books of accounts
Sector: speciality chemicals Margin hit Near all time low last quarter. And after reading.. company is developing som interesting value added product. Catering to a marquee client with 50% of its share. NAME: Fairchem Organics.. please do a valuation analysis Ishmohit ji on it.. 😊
Hi sir, Thankyou very much for the session Navin fluorine, is there we have to worry now ? What about your conviction😊,,, i leave it to decide by market through long run
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.
Aise stocks जिनके technicals से lg rha ho की अब bull run aa सकती है Aise companies का assessment करने से अच्छा rehta सभी को लाभ v मिलता short term to hold करने me help मिलती साथ shiksha v mil जाती ।
Good analysis, sir. I think if you classify the chemical stocks according to the various sectors (like Agrochemical, FMCG, Beauty Products, Paint, Pharma, Construction) along with in which division/sector the chemical stocks' profit margin will be higher ; that will be great. I think this is much needed for all of us.
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. We've covered the topic in our previous videos. Please watch.
Thanks for this amazing video. Must have taken lots of efforts. I have a small question: Aarti Industries's PE(35) is still above its 5 year Median and also above 30. Then how it get filtered in above shared Framewrok? Isnt high PE the reason for Deepak Nitrite to be not filtered ?
@alokuttamshukla Deepak Nitrite is a specialty company with ROE RoCE far more superior than the Aarti Industry, which still deals in Bulk Chemicals. Their Capex is also more than them if I am not wrong.
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.
Panacea bio is lookin very interesting. Its going through what u always discuss anout companies.. Big turn around. It can become multi beggar as was Usha Martin. Same story of Usha Martin and Panacia bio
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.
Hi, Analysis was fantastic, learned couple of points liked the point you mentioned using technical charts. Request you to do the complete video on Aarti industries. Thanks 😊
So appreciate this sector analysis as the bloodbath is relentless as these are small caps. Mostly ARCHEAN, CLEAN, TATVA and VISHNU
Some of small cap mutual funds like quant & nippon have Archean in their holdings.
Archean chemicals has actually given decent return. Also considering the fact that it’s totally new category creation and kind of a small monopoly, the PE multiple can grow high. Currently it’s just trading at a PE of 20, inspite of the great ROCE and ROE. Archean will surely see a valuation change. 20 PE in chemical sector is a clear discount.
Archean chemical is definitely going to get benefit from Israel hamas war as price of bromine will rise due to ongoing conflicts, please give us your view on archean chemicals @ismohit sir🙏🙏
@adityavikram8011 how is bromine linked with the ongoing war? Is it due to their fire extinguishing business
@@varunkotwal2427 yess since ipo
Soic has become a brand
Great analysis, So good of you taking out so much of time and doing such a wonderful analysis. Would request if you share such analysis on steel /metal sector as well.
We weren't able to add your reply. Please try again.
Videos on vishnu chemicals, PCBL. One question, why ushamartin is constantly falling? It is almost 20% down from peak.
Thank you soic for the education in great manner. Please analyse Fine organics and Vishnu chemicals
Great analysis sir. Thanks for explaining about tailwind and headwind..
Can you please do a deep analysis for aarti industries and neogen ... Sector wise on fertilizers?
Please do a follow up analysis of Tatva Chintan which you were very bullish on last year..at this price point and PE still above 70...
No
Even mentioned in the video there is no Margin of safety- do watch the valuation part in it..
"Tailwinds propel the wise, while headwinds challenge the resilient. In the stock market's ever-changing climate, it's the skillful navigation through both that defines success." 📈💨🚀
@soic - Thanks for the video, very data-driven. If possible please do a video on Paushak and Fine Organics.
Appreciation to your efforts in enriching the youtube community, can you do a separate video on thorough value chain analysis of agrochemical sector including it's prospects, key players,etc..
i Actually wanted to know the meaning of tailwinds !! You have smplified the term in such a simple manner! I am your Fan now ! Thanks a lot dear what a Great Job
Great analysis, sir. Now a comprehensive video on Automobile industry along with OEM stocks (specially focused on EV theme and it's proxy) is much more needed. Please make this video as we are excited to gain a lot of knowledge about EV theme from you.
Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.
@@SOICfinancesir I have doubt regarding your membership course...I want to take one year membership course
Covers Sona Blw
Precise explanation of tailwind & headwinds.
Currently Railway sector & Defence sector have best Tailwinds ↗️
PSU also
Please analyse fluorination companies especially Gujarat Fluorochemicals
Having Fineotex Chemical (200) at 210
Wanna add one or two more chemical.
Plz suggest. Confused among Archean, Clean Science, Best Agro, Vinati, SRF and Yasho.
clean science looks promising
This was a very much awaited topic. Thanks for covering.
Hey! Thank you for the video.
Would love an analysis on Camlin Fine Sciences. Recently promoters have increased by 10%. They have forward integrated and completed their Capex of Vanillin plant. Looks like an interesting story.
Excellent video as usual. Please analyse the stage of Alkyl Amines.
Great insight into Chemical space, would you mind saying something about Paushak ltd, like technically when will it bottom out and what would be possible price range and how many more quarter of downturn please
No clue
Thank you Bhai 🙏 Any idea sector kab tak Sudharega?/ Chalega? Bura fasa hua hoon 😥🤔
Sir can you just make a short on Balaji amines to just update us on the video you made a while back
You are already best teacher 😅
I don't understand when there is a headwind in all chemical stocks ..all of them are in sideways or downtrend ..how Himadri speciality chemicals is in uptrend ... either operator is driving stocks or promoters are fudging the books of accounts
sab stocks gir rahe hai bhai, since 1 year i was sitting on cash, and once i took position market started falling 🤒
Sir, Fine organic is not suite in your frame work ?
Hello Ishimohji, Namaste..
What is source of export data for Bn $. What all chemicals did you include?
Very Deep and Simple, hats off to you, why fertilizer stocks are rising, is destocking over for them?
Sector: speciality chemicals
Margin hit Near all time low last quarter. And after reading.. company is developing som interesting value added product. Catering to a marquee client with 50% of its share. NAME: Fairchem Organics.. please do a valuation analysis Ishmohit ji on it.. 😊
Great content with deep understanding... Sector analysis is very helpful to get the overall health of the industry
Wonderful analysis as always... please do a detailed analysis of FINE organics
We appreciate your suggestion. We're working on a series currently, we'll consider this for our future content. 🤝
Well done! You have a bright future. 🎉
😊🙌
Thank you. I was hoping you'd cover Privi and Fairchem too
Dear sir,
Aapki video mujhe kuch kuch samaj aati hai... But ye samaj nahi aata ke kis share
Ko buy kerna hai and kab
great thanks for addressing this sector Please make detail video for Alkyl Amines.
Very good analysis but still could have been better if few chemical stocks bottom have been discussed more deeply
Excellent analysis as always... plz analyse Heranba chemicals
Is NAVIN FLUORINE FUNDAMENTALLY GOOD now ?
I am Closely Tracking Aether Industries and Tatva Chintan Pharma Chem
Hi sir, Thankyou very much for the session
Navin fluorine, is there we have to worry now ? What about your conviction😊,,, i leave it to decide by market through long run
Plz do the analysis of alkyl amines/Balaji amines....... This vedio is very informative and worth watching 👌👌
Thanks again for nice detailed video.
Request you to pls make a video for Balaji amines
Please analyse the IT sector as well.
Thanks for headwinds and tailwind concept.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
good one ..kindly analyse alkyl amine in todays scenario
Vishnu chemical kon catagory me hai? Bulk, speciality, niche or mixed?
kindly make A VIDEO ON VISHNU CHEMICAL & ULTRAMARINE & PIGMENT
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
main topic 6:48
What an analysis sir... thanks a lot
Please analyse What future holds for Deepak nitrite after capex
Please do check OPM sheet, row 6-12 all have the same name.
Very good sectoral analysis........ please make latest video on Laxmi Organic Ltd, Fundamental based
What a in-depth analysis 👏 👌
Sir. You not mentioned India largest agro chemical player UPL. Can you make small vedio of upl stock
Thank you sir. Appreciate the teachings
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Great analysis ..♥️🙏
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.
Aci is looking good for 3-5yrs time horizon pls check
Sir Utkarsh, Ujjiwan, Equitos & IDFC first Bank ka Combination kaise rahegaa Long Term Investment ke liye..? 🔥
Such a fantastic presentation. Very insightful as always. Thanks!
Epigral sip karna hai? 3 year target?
We appreciate your efforts. ❤
Please make on Vishnu chemical and SRF and what’s wrong with the management of Navin
Aise stocks जिनके technicals से lg rha ho की अब bull run aa सकती है Aise companies का assessment करने से अच्छा rehta सभी को लाभ v मिलता short term to hold करने me help मिलती साथ shiksha v mil जाती ।
alkyl amines share target 2800 in one week video banadijiye
Undervalue stock me blast horaha h
Good analysis, sir. I think if you classify the chemical stocks according to the various sectors (like Agrochemical, FMCG, Beauty Products, Paint, Pharma, Construction) along with in which division/sector the chemical stocks' profit margin will be higher ; that will be great. I think this is much needed for all of us.
Please make complete analysis on Jubilant ingrevia
Hello sir, thanks for sharing so valuable information with us.Could you please make detail video of VISHNU Chemical stick. Thanks
Is chemical industry sector belongs to commodity sector?
Excellent analysis of chemical sector need more video like that
Great analysis and very informative for an average investor. Please make one analysis of Balaji Amines. Thank you.
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.
We've covered the topic in our previous videos. Please watch.
Thanks for this amazing video. Must have taken lots of efforts. I have a small question:
Aarti Industries's PE(35) is still above its 5 year Median and also above 30. Then how it get filtered in above shared Framewrok? Isnt high PE the reason for Deepak Nitrite to be not filtered ?
PE dramatically shrinks once earnings come back.
@@deepeshsao1008 Hey thanks for the reply. Then should this earning be not applicable to Deepak Nitrite ?
@alokuttamshukla Deepak Nitrite is a specialty company with ROE RoCE far more superior than the Aarti Industry, which still deals in Bulk Chemicals. Their Capex is also more than them if I am not wrong.
Great video sir.also Make video on vishnu Chemical .
Please cover Thirumalai Chemical and Aarti Industry
Very good analysis.
Request analysis of Atul Limited
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.
Good valueable Information Thank you Ishmonit
Can u please make a complete video of jubilant ingrivea
Laxmi organic.....Deepak nitret and SRF,
Can you please share your all custom index list??
Fairchem
What is your view
Whats ur views on gmm pfaudler
Panacea bio is lookin very interesting. Its going through what u always discuss anout companies.. Big turn around. It can become multi beggar as was Usha Martin. Same story of Usha Martin and Panacia bio
Man, the thumbnail is hilarious, it's me when market doesn't recognise SRF
Great, example of headwind & tailwind, thanks :)
Superb analysis. Thanks 🙏
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.
Make a video on B to c chemical company and future prospects
pls post a video on thirumalai chemicals
Paji ...Deepak fertilizer... please detail video
Thanks a lot! Request for fine organics/ yasho industries analysis.
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
I appreciate ur comprehensive knowledge. Thanks bro
It will stop falling when i sell them
Which web site available for chemical comodity data?
Clean Science stock analysis please
Example of Headwinds in current situation?
Alkyl amines ,himadri speciality chemicals (EV theme)
Hi,
Analysis was fantastic, learned couple of points liked the point you mentioned using technical charts.
Request you to do the complete video on Aarti industries.
Thanks 😊
EMS is in Tailwinds.
Sir how found company capex any formula ?
Please make a review on Himdri Chemical and Ddev Plastics
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Good research report thank you.
Create analysis On aether industries and anupam rasayan they portfolio is very speciality