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In this video, we analyse Alkyl Amines business from scratch and we answer questions such as:
🧪 What are Amines?
🧪 What is the application of Amines?
🧪 Where are Amines used?
🧪 Major players of Amines in India.
🧪 Who are the customers of Alkyl?
🧪 Why is it a duopoly?
🧪 Entry Barriers in the industry.
🧪 Major Sources of Risk today.
🧪 Future Capex plans.
🧪 Valuation.
Do check the inflated margins and ROCE number in the google sheet:
docs.google.com/presentation/...
To understand more, do watch the Peter Lynch video 🎥:
• Applying Peter Lynch's...
Business Analysis - Alkyl Amines Chemicals Ltd
Time Stamps:
🧪 Intro: (0:00)
🧪 Industry Analysis: (0:58)
🧪 Business Analysis: (2:56)
🧪 Sources of Risk: (9:27)
🧪 Valuation: (13:11)
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Негізгі бет Alkyl Amines: Stock Analysis ⚗️
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