So appreciate this sector analysis as the bloodbath is relentless as these are small caps. Mostly ARCHEAN, CLEAN, TATVA and VISHNU
@varunkotwal2427
11 ай бұрын
Some of small cap mutual funds like quant & nippon have Archean in their holdings.
@kartiknune1331
11 ай бұрын
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.
@adityavikram8011
11 ай бұрын
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🙏🙏
@kartiknune1331
11 ай бұрын
@adityavikram8011 how is bromine linked with the ongoing war? Is it due to their fire extinguishing business
@kartiknune1331
11 ай бұрын
@@varunkotwal2427 yess since ipo
@KhalidB-hp2lr
11 ай бұрын
Soic has become a brand
@helloashish1987
11 ай бұрын
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.
@intraking4695
11 ай бұрын
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@soumikchanda9409
11 ай бұрын
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.
@SOICfinance
11 ай бұрын
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.
@भारत-A2Z
11 ай бұрын
@@SOICfinancesir I have doubt regarding your membership course...I want to take one year membership course
@TaurusGaurav
11 ай бұрын
Covers Sona Blw
@deepeshmehta5559
11 ай бұрын
Videos on vishnu chemicals, PCBL. One question, why ushamartin is constantly falling? It is almost 20% down from peak.
@venkatg399
11 ай бұрын
Thank you soic for the education in great manner. Please analyse Fine organics and Vishnu chemicals
@depesingh007
11 ай бұрын
Precise explanation of tailwind & headwinds.
@ramnarayan9768
11 ай бұрын
"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." 📈💨🚀
@chinmayjhaveri5529
11 ай бұрын
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
@rajeev4243
11 ай бұрын
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...
@SOICfinance
11 ай бұрын
No Even mentioned in the video there is no Margin of safety- do watch the valuation part in it..
@MG-fv3mv
11 ай бұрын
This was a very much awaited topic. Thanks for covering.
@ReboundWellness
11 ай бұрын
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?
@venkat7887
11 ай бұрын
Please analyse fluorination companies especially Gujarat Fluorochemicals
@preetamshetty6679
11 ай бұрын
Thank you. I was hoping you'd cover Privi and Fairchem too
@aryanyadav3690
11 ай бұрын
Currently Railway sector & Defence sector have best Tailwinds ↗️
@HimanshuSingh-pd3rj
11 ай бұрын
PSU also
@PavanKumar-zd7sm
11 ай бұрын
@soic - Thanks for the video, very data-driven. If possible please do a video on Paushak and Fine Organics.
@deepanr7076
11 ай бұрын
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..
@therandomchannel333
11 ай бұрын
Sir can you just make a short on Balaji amines to just update us on the video you made a while back
@prakashrosario7413
11 ай бұрын
Very good analysis but still could have been better if few chemical stocks bottom have been discussed more deeply
@najmulalam008
11 ай бұрын
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
@abdulkhadir3401
11 ай бұрын
Excellent video as usual. Please analyse the stage of Alkyl Amines.
@ps-gh3hu
11 ай бұрын
sab stocks gir rahe hai bhai, since 1 year i was sitting on cash, and once i took position market started falling 🤒
@modigg07
11 ай бұрын
Hello Ishimohji, Namaste.. What is source of export data for Bn $. What all chemicals did you include?
@abhisheksrivastav1951
11 ай бұрын
Dear sir, Aapki video mujhe kuch kuch samaj aati hai... But ye samaj nahi aata ke kis share Ko buy kerna hai and kab
@KonarkTiwari
11 ай бұрын
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.
@nareshchugh3936
10 ай бұрын
Well done! You have a bright future. 🎉
@SOICfinance
10 ай бұрын
😊🙌
@jamshe00
11 ай бұрын
Sir, Fine organic is not suite in your frame work ?
@ChandanKrSinha-fr3yw
11 ай бұрын
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.
@aewe8782
11 ай бұрын
clean science looks promising
@vipinjain3230
11 ай бұрын
Thanks for headwinds and tailwind concept.
@SOICfinance
11 ай бұрын
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@soumikchanda9409
9 ай бұрын
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.
@mohammadahmadkhan4000
11 ай бұрын
You are already best teacher 😅
@healthywealthykarma
11 ай бұрын
great thanks for addressing this sector Please make detail video for Alkyl Amines.
@akshaybharde4282
11 ай бұрын
EMS is in Tailwinds.
@sagarpowar
11 ай бұрын
Very Deep and Simple, hats off to you, why fertilizer stocks are rising, is destocking over for them?
@mac4599
11 ай бұрын
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 ।
@niladribanerjee2821
11 ай бұрын
Vishnu chemical kon catagory me hai? Bulk, speciality, niche or mixed?
@manojpatil2288
11 ай бұрын
I am Closely Tracking Aether Industries and Tatva Chintan Pharma Chem
@guptapraveen1977
11 ай бұрын
Great content with deep understanding... Sector analysis is very helpful to get the overall health of the industry
@vikrambabar2840
11 ай бұрын
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
@SOICfinance
11 ай бұрын
No clue
@Huzayfa_badat
11 ай бұрын
Manufacturing are tailwind sectors right now
@l.u.v
11 ай бұрын
Is NAVIN FLUORINE FUNDAMENTALLY GOOD now ?
@curiosities_101
11 ай бұрын
Please analyse the IT sector as well.
@gdp2102
11 ай бұрын
Thank you Bhai 🙏 Any idea sector kab tak Sudharega?/ Chalega? Bura fasa hua hoon 😥🤔
alkyl amines share target 2800 in one week video banadijiye Undervalue stock me blast horaha h
@namanrastogi15
11 ай бұрын
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.. 😊
@alokuttamshukla
11 ай бұрын
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 ?
@deepeshsao1008
11 ай бұрын
PE dramatically shrinks once earnings come back.
@alokuttamshukla
11 ай бұрын
@@deepeshsao1008 Hey thanks for the reply. Then should this earning be not applicable to Deepak Nitrite ?
@deepeshsao1008
11 ай бұрын
@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.
@dejaa_vuu
11 ай бұрын
Man, the thumbnail is hilarious, it's me when market doesn't recognise SRF
@vinayprabhakar4771
11 ай бұрын
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 😊
@MrSingh-sx5vy
11 ай бұрын
Excellent analysis as always... plz analyse Heranba chemicals
@MurtuzaZabuawala-e3h
11 ай бұрын
Great, example of headwind & tailwind, thanks :)
@pawanchoubay8578
10 ай бұрын
good one ..kindly analyse alkyl amine in todays scenario
@sriharsha580
11 ай бұрын
Is chemical industry sector belongs to commodity sector?
@ahamedkuttyelayedath7114
11 ай бұрын
I appreciate ur comprehensive knowledge. Thanks bro
@amolgulhane8681
11 ай бұрын
Thanks a lot! Request for fine organics/ yasho industries analysis.
@SOICfinance
11 ай бұрын
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
@pruthvirajkrishnappa5821
11 ай бұрын
Please make complete analysis on Jubilant ingrevia
@vedantsahay1432
8 ай бұрын
main topic 6:48
@hemantbihany2158
11 ай бұрын
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
@dharmikpatel686
11 ай бұрын
Excellent analysis of chemical sector need more video like that
@salihandona
11 ай бұрын
Sir. You not mentioned India largest agro chemical player UPL. Can you make small vedio of upl stock
@gourmetpriyatosh
11 ай бұрын
Wonderful analysis as always... please do a detailed analysis of FINE organics
@SOICfinance
11 ай бұрын
We appreciate your suggestion. We're working on a series currently, we'll consider this for our future content. 🤝
@abhishekgp3
11 ай бұрын
Thanks again for nice detailed video. Request you to pls make a video for Balaji amines
@ayushsaraogi
11 ай бұрын
Please do check OPM sheet, row 6-12 all have the same name.
@harpalrahtod
11 ай бұрын
Which web site available for chemical comodity data?
@pranaybelekar2290
11 ай бұрын
Need a video on shankara building products
@kalpeshpatel8532
11 ай бұрын
Sir how found company capex any formula ?
@Bhavesh_Patel_114
11 ай бұрын
Paji ...Deepak fertilizer... please detail video
@umasankarv7545
11 ай бұрын
Aci is looking good for 3-5yrs time horizon pls check
@akashkarke1002
11 ай бұрын
Whats ur views on gmm pfaudler
@vivek71417
11 ай бұрын
Plz do the analysis of alkyl amines/Balaji amines....... This vedio is very informative and worth watching 👌👌
@AMEENKHAN-ko8wr
11 ай бұрын
Can u please make a complete video of jubilant ingrivea
@SUNNYKUMAR-by4qc
10 ай бұрын
kindly make A VIDEO ON VISHNU CHEMICAL & ULTRAMARINE & PIGMENT
@SOICfinance
10 ай бұрын
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
@BhavinShah74
11 ай бұрын
Can you please share your all custom index list??
@roshanlalchandani830
11 ай бұрын
Please make on Vishnu chemical and SRF and what’s wrong with the management of Navin
@adityasah8231
11 ай бұрын
Ultramarine and Vishnu chem sir 🙏
@seanwu3238
11 ай бұрын
Major Headwind is because of the chinese companies ramping up production and lowering the international prices
@madhavmarda629
11 ай бұрын
Tailwind & headwinds Yess
@kartikrathwa8580
11 ай бұрын
Example of Headwinds in current situation?
@Vaibhav-ku9xn
11 ай бұрын
Such a fantastic presentation. Very insightful as always. Thanks!
@vinodloha
11 ай бұрын
What a in-depth analysis 👏 👌
@vipulpatel1777
11 ай бұрын
Epigral sip karna hai? 3 year target?
@tusharzala5242
11 ай бұрын
Please analyse What future holds for Deepak nitrite after capex
@jamshe00
11 ай бұрын
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
@shivatyagi1054
11 ай бұрын
Please cover Thirumalai Chemical and Aarti Industry
@Bcpandey123
11 ай бұрын
Vinati org. And sudarshan chem.
@pradeeptaburagohain4728
11 ай бұрын
What an analysis sir... thanks a lot
@patelpradeep7527
11 ай бұрын
Epigral I want to analyse it is in expansion plan of cpvc and toluene
@ImWilanish
11 ай бұрын
Clean science, Deepak nitrite
@yogesht331
11 ай бұрын
Great video sir.also Make video on vishnu Chemical .
@omprakashjangid1580
11 ай бұрын
Make a video on B to c chemical company and future prospects
@MohitYadav-th7fz
11 ай бұрын
Sir Utkarsh, Ujjiwan, Equitos & IDFC first Bank ka Combination kaise rahegaa Long Term Investment ke liye..? 🔥
@uttamdutta9868
11 ай бұрын
Business analysis of Vishnu Chemicals may please be covered
@thegamefreak3135
11 ай бұрын
video on vinati chemicals please
@VikasChoudhary93
11 ай бұрын
Fairchem What is your view
@manojpatil2288
11 ай бұрын
Good valueable Information Thank you Ishmonit
@anupdas7302
11 ай бұрын
Laxmi organic.....Deepak nitret and SRF,
@learnwithfunandenjoy3143
11 ай бұрын
Hello sir, thanks for sharing so valuable information with us.Could you please make detail video of VISHNU Chemical stick. Thanks
@SandarbhaBharat
11 ай бұрын
Clean Science, Laxmi Organic... Please explain business of this companies
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