My views, Pros: 1. Consistently growing business 2. High entry barrier 3. Low competition 4. Growth in pharma industry Cons: 1. Pricing war 2. Dependent on other players doing well, hence can't push sales, need to wait for demand 3. Will grow like FMGC companies, since already penetrated, unless their customers grow 4. Challenging to maintain profit
I genuinely appreciate the amount of efforts you put in each and every video. Truly I'm amazed by your dedication. All the very best to you and the team. Hope to see such extraordinary content going ahead as well. Before this I had seen the detailed analysis of Deepak Nitrite. Huge fan of your work 🌻
I was going through Marcellus’ s LCP webinar and their portfolio manager spoke about Alkyls innovative way of manufacturing acetonitrile through acetic acid which is unique to them and is a eco friendly compound.
Deepak Nitrite!. Eagerly waiting for the part 2 of the analysis. This was fantastic too. The Chemical industry in India is turning into a major success story if we look beyond IT.
Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Hi Kevin!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content was comprehensive and interesting for you. 💯 Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. We look forward to your feedback about our upcoming content. We hope you continue to learn along with us! 😁
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industry & newsletter, kindly visit- www.soic.in/blogs
The first video of yours I watched was of Laurus Labs and since then have become a fan of yours. I am amazed as to why your videos are not getting the likes they truly deserve. Must say your videos are thoroughly researched and presentation is pretty good. Keep the good work coming!!!
Amazing explanation of such complex business in so simple language. Your videos motivates me to how to research any stock of the company. Kudos for your efforts.
Negative pressure on margin will may compensate by increase in volume of sales and increasing other demand product prices having demand. also capacity increase also helps to reduce cost of product. Video is very well analysed as usual. very good. chart of product and its derivatives would have helped to understand subject more easily.
I think Macellius CIO Saurabh should also see this analysis. Till now , everybody only looked at history of financials growth of alkyl amaines and but did not why . Now we know the reason and also how long this growth will go on. Extremely detailed, granular info. this deserves a million likes for the detailed analysis . Cheers
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Wonderful, superb, fantastic, awesome, I have never seen such in depth analysis on any company, thanks a lot for all your efforts in educating investors, looking forward to get more and more such videos. I would like to have Syngene analysis because after pharma run I believe it will be R& D turn to run
Presentation is excellent Entry barrier is USP of this script Your information and referring some principles for mind mapping is very interesting, Thank you for educating us
Really liked your precise analysis. Very useful, especially when you specified that these are repeat consumable products. More power to you. Have subscribed
Thanks :) Video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Thank you sir.Realy a good stock.I prefer the point for holding period of 10 year, current high margins can be ignored provided sales growth is visible.It is a consistent compounder.Thank you sir
Thanks :) , Video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html For more information on business & stock analysis, kindly visit- www.soic.in/blogs
@@SOICfinance Ohk Thanks For Replying and I already Check You play List And Very Deep Analysis Providing by Your Team and Specialy You So Keep In Your Feild and Thanks For Your All Team..
Hi Gurpreet!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content was comprehensive and engaging for you. 💯👌 We hope you continue to learn along with us! 😁👍 We look forward to your feedback on our business update of Neuland Labs & Tata Elxsi, coming on Friday at 11 a.m. 📌📣
Good analysis. ...believe AA to outdo others for another 3 to 4 years. But out of AA ..Deepak Ni..Atul..SRF..Navin..Arti ind..Vinati..best three coyld be analysed for 5 year investment horizon
If we consider the trade relations with China the government is going to give boost to API and specialty chemicals segment hence the enhanced capacity will be consumed
We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV For more information on business & stock analysis, kindly visit- www.soic.in/blogs
I will go with the 1st camp. Pricing war can show up and margins could contract. In long run if an investor is looking to invest should look for better valuations to enter. Excellent, Brilliant analysis School of Intrinsic Compounding @Ishmohit Sir.
Once again Thanks for a great analysis. I believe in India’s growth story, so Alkyl Amines will surely grow at a good pace despite margin compressions.
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Your analysis is excellent and very thoroughly researched. I would love to take more of your courses whenever I get some time. Unfortunately today I am very short on time. However I very strongly recommend your videos to any serious long term investor as his job of background research is nicely simplified by your painstaking and detailed analysis 👌🏼👌🏼. I love your concept of thesis pointers and the SWOT that goes with it. My deepest thanks to you for posting your efforts for everyone’s benefit.
Hi Jogiander! 😁 Thank you for watching our video! We appreciate your feedback and support.😁 We’re glad our content was helpful for your learning process. 💯 📌Join our Live TH-cam Session on Sunday at 11 a.m!📌 ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on J B Chemicals: A Quasi FMCG? soic.in/blog-description/jbchemicals and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
As this video is 11 months old when co.is getting 28,% profit margin but in their March 21 quarter they are able to increase their profit margin to 34,%....it's a still hold co. for at least 2/3 quarter
Return v to jabardost deta he sir.. balaji amines return 65 times where alkyl amines more than 200 times in 10 yrs... Highly valued to bajaj finance v he par hum sab ko pata he return me v no 1 he...
Excellent analysis. Many thanks for sharing. I watched Suven Pharma analysis sometime back on your channel which was great and now this one is equally good. I am subscribing for more now :) And in terms of picking from your options, why not do the all three. I am sure people would love all. :)
Thanks for your kind words Raj :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Great analysis. But my conclusion would be opposite to yours actually: - The margin compression will take some time to play out as acrylonitrile production will not get ramped up in a hurry with the cglobal auto demand continuing to be soft. So Alkyl Amines may enjoy the elevated margins for a year or two more and hence they may be a good short term (1-2 years) - In the long term, there will definitely be margin compression and the earnings and valuations will return to the earlier levels
The added capacities can also be a real spanner, one more view is, Balaji Amines is going for a fungible capacity between THF and Acetonitrile. If acetonitrile prices become unviable, they will switch to THF. Let's when they revert to mean, sooner or later they might
@@SOICfinance Fungible capacity, that's very interesting! Would have been a decent engineering feat to pull it off. In this case, does Balaji remain more immune to volatile margins compared to Alkyl in your opinion?
Hi Mr. Mohanan.😁 Thank you for watching our video on Alkyl Amines. We hope our content was informative for you. 👍 You can watch our analysis on Deepak Nitrite here: th-cam.com/video/iKy_J-skqb8/w-d-xo.html If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry and ‘J B Chemicals: A Quasi FMCG?’ soic.in/blog-description/jbchemicals 🆕
Hi Nishi. 😃 Thank you for watching our video. We appreciate your feedback. 👍😁 We hope to continue to add value to your knowledge and investing journey. 🙏 Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. 👍
Thank you Truck loaded Alky today. I always buy your conviction. However late it may be. Best of luck for tomorrow’s program. BTW that Armani Exchange shirt looks just so classy !!
No recommendations at all. Only meant for educational purpose. To read our latest tweets on the same- twitter.com/soicfinance Thanks for kind words and well wishes :)
@@SOICfinance Ishmohitji, I went through your tweet. I appreciate your concern. I have made a position of 4.3% only. So hopefully any downside will not be a big problem. But I shall monitor.
Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Good video, pls refer earlier concall where it was mentioned that purity of ACN from acetic acid is better than from acrylonitrile. Pharma industry very cautious about purity, quality for human consumption.
Thanks for your kind words :) Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Hi Devraj! 😁 Thank you for watching our video. We appreciate your feedback and support.👍 We’re glad our content was interesting and comprehensive for you. 💯 We hope you continue to learn along with us! 📌Join our Live TH-cam Session on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
Namaste Shastragyaji. 🙏 Hum khush hai ki aap ko humara video pasand aya. 😁 Hum aap ke suggestion, HLE Glascoat ka analysis, ko dihaan mein rakhege. 👍 📌Don’t miss our video on ‘How to Pick Stocks like Peter Lynch in the Indian Context: A 10 Bagger Framework’ coming on Sunday at 11 a.m!📌 Aasha kart hai ki aap humare channel ko follow karte rahe aur videos pe apni vichaar humme batayen. 🙏 ➡️Kripya humare channel ko subscribe karye.⬅️ 💡Aap ko humare videos ke presentations yahaan mileage: www.soic.in/visualization 💡 🆕 Our agar aap humare latest blog ko padhna chate hai toh usse yahan padhe on ‘Gold Loan Industry’: soic.in/blog-description/goldloanindustry 🆕
We appreciate your feedback. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.
My views,
Pros:
1. Consistently growing business
2. High entry barrier
3. Low competition
4. Growth in pharma industry
Cons:
1. Pricing war
2. Dependent on other players doing well, hence can't push sales, need to wait for demand
3. Will grow like FMGC companies, since already penetrated, unless their customers grow
4. Challenging to maintain profit
I genuinely appreciate the amount of efforts you put in each and every video. Truly I'm amazed by your dedication. All the very best to you and the team. Hope to see such extraordinary content going ahead as well. Before this I had seen the detailed analysis of Deepak Nitrite. Huge fan of your work 🌻
Thank you so much 😀
Your down to earth nature and a great knowledge inspire me.
Thanks Debabrata for your kind words :) For more insights on business, newsletter & industries, kindly visit- www.soic.in/blogs
I was going through Marcellus’ s LCP webinar and their portfolio manager spoke about Alkyls innovative way of manufacturing acetonitrile through acetic acid which is unique to them and is a eco friendly compound.
Deepak Nitrite!. Eagerly waiting for the part 2 of the analysis.
This was fantastic too. The Chemical industry in India is turning into a major success story if we look beyond IT.
Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
You deep drive to business is marvelous..i haven't seen anyone explaining the thing like this way at youtube..Appriciate your efforts..
Bhai best analysis he... Aisi analysis aaj tak nahi dekha kahi nai dekhi..
Hi Kevin!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was comprehensive and interesting for you. 💯
Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page.
We look forward to your feedback about our upcoming content.
We hope you continue to learn along with us! 😁
Excellent business analysis, never heard anyone giving such industry and business insights
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industry & newsletter, kindly visit- www.soic.in/blogs
HLE glascoat vs GMM Pfaudler
The first video of yours I watched was of Laurus Labs and since then have become a fan of yours. I am amazed as to why your videos are not getting the likes they truly deserve. Must say your videos are thoroughly researched and presentation is pretty good. Keep the good work coming!!!
Thanks Roopesh for your kind words :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Amazing explanation of such complex business in so simple language. Your videos motivates me to how to research any stock of the company. Kudos for your efforts.
Glad to hear that
Plz analysis of Paushak ltd company....
Negative pressure on margin will may compensate by increase in volume of sales and increasing other demand product prices having demand. also capacity increase also helps to reduce cost of product.
Video is very well analysed as usual. very good. chart of product and its derivatives would have helped to understand subject more easily.
Thanks for your kind words Basweshwar :)
That was a well presented analysis. Crisp & clear. You have good voice as well. Thanks for your contribution.
Thanks Sandeep :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Greatest channel on youtube for fundamental analysis
We are grateful for your kind words of support and encouragement 🙏
I think Macellius CIO Saurabh should also see this analysis. Till now , everybody only looked at history of financials growth of alkyl amaines and but did not why . Now we know the reason and also how long this growth will go on. Extremely detailed, granular info. this deserves a million likes for the detailed analysis . Cheers
Excellent Analysis as usual. Appreciate the way you do the 4 stage analysis. I have not seen anyone make such detailed presentation in TH-cam.
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
This was the best research video of a company I've ever seen.
Tusi great ho ji....such a wonderful and indepth analysis.
Glad you liked it Yash. Hope to add more value in your investing journey. Also, do read our latest blog- www.soic.in/course
Wonderful, superb, fantastic, awesome, I have never seen such in depth analysis on any company, thanks a lot for all your efforts in educating investors, looking forward to get more and more such videos.
I would like to have Syngene analysis because after pharma run I believe it will be R& D turn to run
th-cam.com/video/KLmxXSsk1pw/w-d-xo.html
Syngene analysis :)
Great research. I had all financial info on this company but lacking business understanding. This video helped me to connect the dots. Thanks
Thanks for your kind words :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Extraordinary, Superb Analysis!!!!!
Under rated channel. Deserve more subscribers
Thanks for your well wishes :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
In-depth analysis of the business and the underlying chemistry which is unique here.👌👏👏👏
Thanks, Venkata :) For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Your delivery skills are outstanding!
Methodical, to the point, excellent.
Real knowledge by this guy🙌🙌🙌
Presentation is excellent
Entry barrier is USP of this script
Your information and referring some principles for mind mapping is very interesting,
Thank you for educating us
Thanks for your kind words :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Watched the video for the first time and subscribed to it
thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Really liked your precise analysis. Very useful, especially when you specified that these are repeat consumable products. More power to you. Have subscribed
Sir,
Would like see Deepak Nitrite business analysis.
Sir,
Your analysis is so great.
Thanks :)
Video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Thank you sir.Realy a good stock.I prefer the point for holding period of 10 year, current high margins can be ignored provided sales growth is visible.It is a consistent compounder.Thank you sir
:)
Awesome analysis, Sardarji!! You are doing good!
Paaji thanks a lot🙏🙏.Excellent presentation.
Thanks :)
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Great insight from your analysis,keep it up.Waiting for upcoming videos..........
Thanks Anand :)
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Syngene International...
I believe, we should avoid Alkyle Amine due to economy of scale.
I appreciate the video of Alkyle Amine. Thank you.
Please check out video on Syngene- th-cam.com/video/KLmxXSsk1pw/w-d-xo.html
Well presented and all aspects have been well covered also.
Thanks Jasween :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Good presentation growth of share not stated otherwise very nice
sir .. recent me jo dekha usse lg rha hai ki..future me API me demand tezi se bedhne wali hai.. bcz of Aatmnirbhar bharat .
Bhai bahut awesome pls make videos frequently and start giving hints as well as a recommendation
Thanks Hemant for your kind words :) For more insights on business & industries, do visit- www.soic.in/blogs
Dil jeet liya very good paji
Thanks :) For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Excellent and impartial analysis. Keep posting. Would appreciate Deepak Nitrite next please.
Thanks :) , Video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Happiest Mind Technology's business Analysis..
Hi!😁 Thanks for watching our video.
Please check our playlist, we've already analysed Happiest Minds.
We hope you continue to learn along with us! 😁
@@SOICfinance Ohk Thanks For Replying and I already Check You play List And Very Deep Analysis Providing by Your Team and Specialy You So Keep In Your Feild and Thanks For Your All Team..
Deep insight I'm amazed one of the chemical is manufacturing for insulin.
Very well explained …..thanks. Pls do Deepak nitrite analysis
Very nicely explained 👍
Periodically we can add up lump sum.
Thanks Lalit :)
Started watching your videos and started liking and seems very good analysis done. Appreciate it 😊
Thanks Aravind for your kind words :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
U r superb bro in your research n explanation 👍
Hi Gurpreet!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was comprehensive and engaging for you. 💯👌
We hope you continue to learn along with us! 😁👍
We look forward to your feedback on our business update of Neuland Labs & Tata Elxsi, coming on Friday at 11 a.m. 📌📣
Thank you so much for making this kind of video
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Awesome awesome sir, the way you explain easily. Comparison between same two companies.
Thanks :) For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Excellent analysis, I invested in Balaji amines and Indo amines. Both are given decent returns. 😀
Good analysis. ...believe AA to outdo others for another 3 to 4 years. But out of AA ..Deepak Ni..Atul..SRF..Navin..Arti ind..Vinati..best three coyld be analysed for 5 year investment horizon
Very nice business analysis thank you so much bro
Thanks Raju for your kind words :) . To read our latest blog on Brokerage Industry, kindly visit- www.soic.in/blogs
One number share hai Super Share Hai, International Hai, future MRF jaisa hai
If we consider the trade relations with China the government is going to give boost to API and specialty chemicals segment hence the enhanced capacity will be consumed
We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Good quality content. I see genuine info
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
I will go with the 1st camp. Pricing war can show up and margins could contract. In long run if an investor is looking to invest should look for better valuations to enter. Excellent, Brilliant analysis School of Intrinsic Compounding @Ishmohit Sir.
Thank you Gurjeev sir :)
Thank you Gurjeev sir :)
Great analysis from SOIC
Once again Thanks for a great analysis. I believe in India’s growth story, so Alkyl Amines will surely grow at a good pace despite margin compressions.
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Your analysis is excellent and very thoroughly researched. I would love to take more of your courses whenever I get some time. Unfortunately today I am very short on time. However I very strongly recommend your videos to any serious long term investor as his job of background research is nicely simplified by your painstaking and detailed analysis 👌🏼👌🏼. I love your concept of thesis pointers and the SWOT that goes with it. My deepest thanks to you for posting your efforts for everyone’s benefit.
Maine 200 me 100 share liye the
Wow, you are the definition of digging down
Thank you. 😃🙏
Too good analysis,
Many thanks ji!
Thanks for your kind words :)
For more information on Business & Industry analysis, kindly visit- www.soic.in/blogs
Business should drive valuations :this is an example , great analysis.
Thanks :)
Thanks for making good informative video.
Why Alkyl Amine has a very less FII & DII Holding, only 3%? Public have 25% Holding & Promoter has 72%
The way u describe is osm sr
Hi Jogiander! 😁 Thank you for watching our video!
We appreciate your feedback and support.😁
We’re glad our content was helpful for your learning process. 💯
📌Join our Live TH-cam Session on Sunday at 11 a.m!📌
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on J B Chemicals: A Quasi FMCG? soic.in/blog-description/jbchemicals
and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
Deep dive into Syngene coming up next
Brilliant Analysis veere, looking forward to more such videos.
Thanks Nitin :)
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Good explanation, appreciate your hard work !👍 KEEP IT UP !
Very detailed analysis, and keep continue the good work.
Thanks for your kind words :) For more information on business & stock analysis, kindly visit- www.soic.in/blogs
As this video is 11 months old when co.is getting 28,% profit margin but in their March 21 quarter they are able to increase their profit margin to 34,%....it's a still hold co. for at least 2/3 quarter
Highly valued stock. Better invest in Balaji Amines.
Return v to jabardost deta he sir.. balaji amines return 65 times where alkyl amines more than 200 times in 10 yrs... Highly valued to bajaj finance v he par hum sab ko pata he return me v no 1 he...
So basically it is a good company..... The sector has barriers to entry.....but we should wait for a correction!!
Excellent analysis. Many thanks for sharing. I watched Suven Pharma analysis sometime back on your channel which was great and now this one is equally good. I am subscribing for more now :)
And in terms of picking from your options, why not do the all three. I am sure people would love all. :)
Good idea :)
I want to see the business analysis of HLE glass coat & Deepak Nitrite.
Hello, please find Analysis of Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
We will soon cover the HLE glass coat. Stay tuned :)
Excellent explained
Very good video and research ..respect
Thanks Yogesh :)
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Excellent analysis 👍
Thanks for your kind words Raj :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Great analysis. But my conclusion would be opposite to yours actually:
- The margin compression will take some time to play out as acrylonitrile production will not get ramped up in a hurry with the cglobal auto demand continuing to be soft. So Alkyl Amines may enjoy the elevated margins for a year or two more and hence they may be a good short term (1-2 years)
- In the long term, there will definitely be margin compression and the earnings and valuations will return to the earlier levels
Always open to other view :) need to remember that market is a discounting machine, these changes might get discounted earlier
The added capacities can also be a real spanner, one more view is, Balaji Amines is going for a fungible capacity between THF and Acetonitrile. If acetonitrile prices become unviable, they will switch to THF. Let's when they revert to mean, sooner or later they might
@@SOICfinance Fungible capacity, that's very interesting! Would have been a decent engineering feat to pull it off. In this case, does Balaji remain more immune to volatile margins compared to Alkyl in your opinion?
awesome analysis
Wow, excellent analysis.thanks for that.
Please do analysis on deepak niterate, aartidrugs, HLEGASScote and IOLCP
Thanks. We recently came up with a video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
Very good commentary. Like to hear on deepak nitrite also
Hi Mr. Mohanan.😁 Thank you for watching our video on Alkyl Amines.
We hope our content was informative for you. 👍
You can watch our analysis on Deepak Nitrite here: th-cam.com/video/iKy_J-skqb8/w-d-xo.html
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry and ‘J B Chemicals: A Quasi FMCG?’ soic.in/blog-description/jbchemicals 🆕
Nice presentation, please give some room of Naveen Fluorine in your next educational lacture
Thanks :) Video on Naveen- th-cam.com/video/3it7G-9SgYg/w-d-xo.html
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
You are doing a really good job, hugely impressive!
Thanks Bhavin :)
Wonderful update
Hi Nishi. 😃 Thank you for watching our video.
We appreciate your feedback. 👍😁
We hope to continue to add value to your knowledge and investing journey. 🙏
Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. 👍
Hle. Glass coat ka karna I think it's belong to same.sector where gmm pfaudler is.operating something.is cooking there
Thank you
Truck loaded Alky today. I always buy your conviction. However late it may be.
Best of luck for tomorrow’s program.
BTW that Armani Exchange shirt looks just so classy !!
No recommendations at all. Only meant for educational purpose. To read our latest tweets on the same- twitter.com/soicfinance
Thanks for kind words and well wishes :)
@@SOICfinance Ishmohitji, I went through your tweet. I appreciate your concern. I have made a position of 4.3% only.
So hopefully any downside will not be a big problem.
But I shall monitor.
@@jeetindersinghsaluja 28
Good xplain for beginer
Thank you and glad you liked it :)
Excellent analysis
Nice analysis.
I believe in concentrated business players, better accumulate for long term.
Next Analysis Preference: Deepak Nitrate
Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
We are coming up with a detailed webinar on Speciality Chemicals- rzp.io/l/GNK2hQKTMV
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Good video, pls refer earlier concall where it was mentioned that purity of ACN from acetic acid is better than from acrylonitrile. Pharma industry very cautious about purity, quality for human consumption.
We have read the same, but prices will decline and revert to mean i.e. 150-155 per kg
We can't predict when, but it will in all likelihood happen. That is how they have moved in the past
Thank you sir, your vides are very good... sir plese share the video on Divis Laboratories And Deepak Nitrate
Thanks for your kind words :)
Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
For more information on business & stock analysis, kindly visit- www.soic.in/blogs
Marvellous analysis(always)!
Hi Devraj! 😁 Thank you for watching our video.
We appreciate your feedback and support.👍
We’re glad our content was interesting and comprehensive for you. 💯
We hope you continue to learn along with us!
📌Join our Live TH-cam Session on Sunday at 11 a.m!📌
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry
and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
Well defined sir.....
Thanks Prabha :)
Sir ji HLE GLASSCOT की बिजनेस एनालिसिस पर वीडियो बनाईये |
Namaste Shastragyaji. 🙏 Hum khush hai ki aap ko humara video pasand aya. 😁
Hum aap ke suggestion, HLE Glascoat ka analysis, ko dihaan mein rakhege. 👍
📌Don’t miss our video on ‘How to Pick Stocks like Peter Lynch in the Indian Context: A 10 Bagger Framework’ coming on Sunday at 11 a.m!📌
Aasha kart hai ki aap humare channel ko follow karte rahe aur videos pe apni vichaar humme batayen. 🙏
➡️Kripya humare channel ko subscribe karye.⬅️
💡Aap ko humare videos ke presentations yahaan mileage: www.soic.in/visualization 💡
🆕 Our agar aap humare latest blog ko padhna chate hai toh usse yahan padhe on ‘Gold Loan Industry’: soic.in/blog-description/goldloanindustry 🆕
Buy in SIP mode option 2
Great analysis 🙏👍
Thanks Abhishek :)
Great video with a detailed analysis sir
Keep it up 👍👍
Please make a video on mangalam organics
Thanks Chirag. Sure, stay tuned :)
Wonderful. Dr rk
I must thank You, as your analysis is thourough, u expalin almost every aspect of the company, the whole jnformation needed to invest..Thanks
Thank you for watching our video! 😁 @Mohammed Ahmad
We hope you continue to learn along with us!
Do subscribe to our channel for more educational content!
Check out latest blogs here: soic.in/blog-description/starbucks
The hit started
Fantastic analysis! Watched this today and you have studied it so well. I am buying it for the next five years. Can it fall more up to 1800?
We appreciate your feedback. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.