Considerable points-- 1) End industry application ( Dye and pigment industry have lower margin whereas fluorine, beauty care and beverage company may have higher margin) 2) High entry barriers, so slight change of price does not compel end industry to switch to another company as it takes rigorous testing for selecting a chemical partner 3) Huge capex and how it is done (either be done by taking debt or by measures of internal accrual; as taking more debt may be somewhat danger) 4) R&D spending tracking, specially how ( if they generate more compound out of single chemistry or they become thin by spreading themselves into different chemistry) 5) Financial ratio like sales and profit growth more than 18%, operating profit margin which should be somewhat stable and not declining quarterly (which may be an indication that the product that is sold has been commiditized and not speciality anymore) and at last debt along with debt equity ratio
@navjitsingh11338 ай бұрын
Please tell us top 5 chemical Stocks for long term Investers. Request
@preet_oo710 ай бұрын
Why this guy didn't have a MILLION subs already !? Such an extraordinary channel for stock market learning... Thank you very much sir 🙏
@shankarnath10 ай бұрын
I appreciate that! Most welcome
@preet_oo710 ай бұрын
My pleasure sir. I am a CA student & I learn many concerts from you. I appreciate you.
@ravishagrawal68678 ай бұрын
Excellent video, clearly showing how much research was done in making the presentation.
@shankarnath8 ай бұрын
Thank you very much!
@alastairclifford712910 ай бұрын
Your hardwork Is Very Appreciated Sir. Irrespective of views Keep Making The content 🫡🫡
@shankarnath10 ай бұрын
Thank you
@rahulmore80417 ай бұрын
Agro chemicals can i invest
@johnconnor165210 ай бұрын
Very clear well researched content.. among top 3 channels on finance in india.. very underrated channel, deserves over 1M subs
@shankarnath10 ай бұрын
Glad you like my work 🙌
@rajatnath924710 ай бұрын
All of your efforts from selection of topic to background research to presentation immensely help people like us in grasping idea about investing. Deep gratitude for that. What about making a video about infrastructure sector?
@shankarnath10 ай бұрын
Most welcome .. so nice of you. And thank you for the suggestion
@bharatonstars6 ай бұрын
Great analysis man...Do we have any magazine to study indian chemical sector before investing in the stock
@paritoshsingh590310 ай бұрын
I belong to this sector in some way so find this exciting opportunity for India
@CA_PraveenReddy10 ай бұрын
Awesome I appreciate your hard work Shankar Ji.. I am waiting for Evergreen Sector Complete analysis i.e FMCG Please do it waiting from long time... Thanks
@shankarnath10 ай бұрын
Thanks for the appreciation and suggestion
@SANTOSHSINGH4U7 ай бұрын
Wow. Great Sir . I was struggling to find this kind of information. Every one was claiming they are speciality chemicals. also learned sub categories and type of it . I learned by investing and waiting. then realised by margins they are commodities. Also. could not participate in some real speciality. would you DM with link to ppt. ❤
@shankarnath7 ай бұрын
Glad you enjoyed it! I don't have a PPT for this video
@SANTOSHSINGH4U7 ай бұрын
@@shankarnath thanks for reply. Have a great day.
@joejosh7910 ай бұрын
Another gem of a video. Thanks! Appreciate the timing as well. I have been studying the sector expecting a turnaround.
@shankarnath10 ай бұрын
Glad it was helpful!
@paritoshsingh590310 ай бұрын
Hi Shankar , really appreciate your work and it is helping a lot to develop a perspective
@shankarnath10 ай бұрын
Glad to hear that, Paritosh ji. I'm happy you found this informative. Personally, these research videos help me in improving my own framework and I can now apply what is learnt in one sector on another. For instance, the specialty chemicals space on a broad frame is going the way of IT and pharma.
@kpalanivelu328210 ай бұрын
Excellent analysis. I am invested into this sector and this video has given me a fair idea to restructure the portfolio. Thanks for your efforts.
@shankarnath10 ай бұрын
Glad to hear. I'm happy you found it helpful!
@organicproduce985810 ай бұрын
Another MasterClass sir. Looking forward to follow up video on this. Many thanks.
@shankarnath10 ай бұрын
Many thanks!
@mshaik105510 ай бұрын
Thank you for your detailed video on Chemical sector. It is helpful to understand the business.
@shankarnath10 ай бұрын
You are most welcome. I'm happy you found it useful and informative
@tahirhusain40909 ай бұрын
Sir your contents are the most reliable and well prepared. I learned a lot and developed good sense from your contents. Thanks
@shankarnath9 ай бұрын
So nice of you. I'm happy to play a small part in your financial journey
@anandnarayandas802310 ай бұрын
Amazing brilliant video! Please do more such videos on different sectors. Thanks!
@shankarnath10 ай бұрын
Most welcome
@rmk98610 ай бұрын
Wow , first time watched your channel Highly impressed . Thank you very much . Will watch all your videos now in due course❤
@shankarnath10 ай бұрын
Welcome aboard!
@rarora219510 ай бұрын
Hello Mr Shankar I was looking to invest in a couple of speciality Chem companies and your research has provided much needed inputs. Thanks a million and keep up the gud work.❤
@shankarnath10 ай бұрын
Most welcome. I am glad you found the content and research informative. Wishing you the best!
@sanilmuhammed921410 ай бұрын
Sir you can be the biggest youtube channel in financial education
@shankarnath10 ай бұрын
Thank you very much for your vote of confidence 🙌
@ranjitpositivepsychologycoach8 ай бұрын
Great analysis. Thanks! Look forward to the follow-up video
@shankarnath8 ай бұрын
Thanks for watching!
@prakashvaghela19708 ай бұрын
Wow it's very nice details provided by you. Thanks you sir
@shankarnath8 ай бұрын
Most welcome Prakash ji. I'm glad you liked it
@rudraanayak7353Ай бұрын
Thank you sir for very concise explanation
@shankarnathАй бұрын
Most welcome. Glad you liked it
@bon_jovi9339 ай бұрын
Eagerly waiting for the second part of this one Sir.!
@ckbiran10 ай бұрын
Very Informative Video, looking forward to the follow up video. Thank u
@shankarnath10 ай бұрын
Glad it was helpful!
@anilsood659910 ай бұрын
Great video. Specialty chemical industry is so vast, complex and diversified, that it becomes very difficult to focus on select few, hence i was very confused and didn't want to miss on any, so i ivested in pretty much all the good ones with double digit growth. Maybe, your coming relevant video will guideme to cut down and narrow down.thanks.
@shankarnath10 ай бұрын
Glad this is helpful
@pradeepraja126610 ай бұрын
Helpfull to understand this complex and vast area
@shankarnath10 ай бұрын
Glad you found it useful
@monicachopra499810 ай бұрын
Enjoyed this video, it contributed to my comprehension of this industry which is an integral part of modern living. Bringing out this video at this time when the shares of most of the companies are available at a discount is opportune . Looking forward to part two of this video eagerly! Thanks once again!
@shankarnath10 ай бұрын
Most welcome, glad you found the video timely and informative
@revanthgowd574410 ай бұрын
Very useful educational video on the Sp. chemical sector, Great presentation. Thank you❤
@shankarnath10 ай бұрын
Most welcome. Glad it was helpful! 🙌
@vigneshg501510 ай бұрын
first time watching your video. Thanks for sharing fruitful information. Amazing
@shankarnath10 ай бұрын
Thanks. Glad you liked it! Do considering subscribing to the channel and telling your friends about it
@valsarajk.k419710 ай бұрын
This is a well thought out and well presented video....pl.keep us inspiring.
@shankarnath10 ай бұрын
Thank you very much 🙌
@srinivasansukumaran247910 ай бұрын
Really thorough work in analyzing a sector from all angles !!
@shankarnath10 ай бұрын
Glad you liked it!
@theindianentrepreneur85963 ай бұрын
Amazing insights sir!🙌👏
@shankarnath3 ай бұрын
Thank you
@Prashant60777 ай бұрын
Very well researched video. Thank you.
@shankarnath7 ай бұрын
Glad you enjoyed it!
@srinivasangkailasam895210 ай бұрын
Outstanding analysis of the speciality industry. Learnt a lot . Many thanks.
@shankarnath10 ай бұрын
So nice of you. Glad you liked it!
@sriramlokesh71818 ай бұрын
Excellent video thank you sir.
@shankarnath8 ай бұрын
Most welcome. Glad you liked it
@parthdesai512510 ай бұрын
Hi Shankar, I am a religious follower of your channel. One request can you please make one video on protential impact of rising AI on the stock market, managed funds and also one informative video on what happened in Japan stock market 30 years ago and fears of that happening in other markets specially in India.
@shankarnath10 ай бұрын
Thanks for your continued support and for the suggestions
@thedarkknightwillrise2310 ай бұрын
Brilliantly Researched Video ! 👌🏻👏🏻 HSCL is my favourite
@shankarnath10 ай бұрын
Thank you very much!
@mr.talkstock728210 ай бұрын
Thank you for another amazing video. Very valuable information!!!
@shankarnath10 ай бұрын
You are so welcome, Ali! Very happy you are finding good value from my work 🙌
@yogeshs577910 ай бұрын
Hi shankar, awesome you are! Thank you
@shankarnath10 ай бұрын
Thank you very much!
@mahalingammp10 ай бұрын
Thank you sir for your excellent analysis of speciality chemicals growth and future. The impact of which in various sectors of industries very useful information to the investors of stocks.
@shankarnath10 ай бұрын
So nice of you. You are most welcome & I'm glad you found this video relevant and useful 🙌
@nkrishnamys10 ай бұрын
Sir ji, pls make on 4-5 best MBagger stocks in speciality chem Universe.
@shankarnath10 ай бұрын
Thanks for the suggestion
@busyshah2 ай бұрын
Bro knows his audience. We have been told to be sticking to our own 'circle of competence'. But if at all, we know even this much coupled with our basic finance knowledge, we can gain a few bounties in a short run (at-least). Please accept our honest gratitude for this hard work put together and made available for us for free.. As usual, I would say it again to be a 'paid level' content.
@shankarnath2 ай бұрын
Thank you!
@Rohitbedi2010 ай бұрын
Brilliant piece of information. Kudos!!!
@shankarnath10 ай бұрын
Thx 🙌 Glad it was helpful!
@VijayKumar-sl8qm5 ай бұрын
Thank you for the detailed analysis!
@shankarnath5 ай бұрын
Glad it was helpful!
@Anbu-Ini10 ай бұрын
Thanks for the great content with solid set of data/research, Shankar sir.. Appreciating your hard work/dedication.. We learnt the Chemical Industries basics very well, thanks to you
@shankarnath10 ай бұрын
Thank you very much
@Ajinkya197710 ай бұрын
Excellent analysis. Appreciate your efforts. Thank-you.
@shankarnath10 ай бұрын
My pleasure! 🙌 Glad you found it informative and relevant
@Ravi-Krishna10 ай бұрын
Great content and excellent presentation skills. Thank you for this informative video.
@shankarnath10 ай бұрын
You're very welcome! I'm happy you found it relevant & informative
@kowshikmalluri10 ай бұрын
Thank you very much for this. This is real hard work.
@shankarnath10 ай бұрын
Thank you very much Kowshik ji. Yes, this was quite a vast field and I had to break this into parts (I'm working on a company specific video aswell)
@meenakshiprusty589210 ай бұрын
Extensive research and very fundamental information
@shankarnath10 ай бұрын
Glad you found it useful. Thanks!
@ashutoshchaturvedi37048 ай бұрын
Useful info 👍🏻 thanks Sir
@shankarnath8 ай бұрын
So nice of you. Most welcome
@anindyaroy171910 ай бұрын
Well explained in a layman's language. Thank you
@shankarnath10 ай бұрын
You are welcome
@kirangowdan747810 ай бұрын
Most knowledgeable person
@shankarnath10 ай бұрын
Glad you liked it!
@BhromonBhomra7 ай бұрын
Very comprehensive coverage.
@shankarnath7 ай бұрын
Glad you liked it
@BhromonBhomra7 ай бұрын
@@shankarnath However just a piece of advice, you could get into the cost drivers in the segment, thats important given the current inflationary situation. worldwide. I believe most of the raw materials for these industries , are dependent on imports , hence depends on large extent to upcoming 2024 elections and also the current FTAs.
@velayutham_rajasekar435210 ай бұрын
Thank you for sharing your knowledge sir🎉👍
@shankarnath10 ай бұрын
My pleasure. Glad you liked it
@sachusaalai451110 ай бұрын
Ur Presensetation superb
@shankarnath10 ай бұрын
Thanks
@mallikarjun203010 ай бұрын
Superb analysis sir. Thank you
@shankarnath10 ай бұрын
So nice of you. Thank you!
@anandkothari961610 ай бұрын
Amazing video. Great efforts!
@shankarnath10 ай бұрын
Thanks a lot!
@chandrasekaranvaidyanathan12159 ай бұрын
Excellent content!
@shankarnath9 ай бұрын
Much appreciated!
@elangovanshunmugam45310 ай бұрын
Good and great effort as usual. Keep rocking
@shankarnath10 ай бұрын
Thanks a lot 🙌
@user-yx5qq5jc6g6 ай бұрын
Sir please do one on Pharmacy industry
@shankarnath6 ай бұрын
Thanks for the suggestion
@sauravkataruka110 ай бұрын
Excellent one. Please make more videos in future for each sub specialization within the chemical sector. This is one sector difficult to understand the fundamentals and dynamics of for a common person.
@shankarnath10 ай бұрын
Thanks for the suggestion
@sauravkataruka110 ай бұрын
@@shankarnath I am invested in Chemcon speciality chemicals. Not asking for stock price related opinion but would you check the segment fundamentals / potential and share your opinion please
@arbazahmed547010 ай бұрын
Always love your sectorial videos
@shankarnath10 ай бұрын
Great to hear that! Thanks
@shaonnag3927 ай бұрын
Very informative sir❤
@shankarnath7 ай бұрын
Glad you found it useful
@bhaveshpatel4988 ай бұрын
Awesome
@shankarnath8 ай бұрын
Thank you!
@manmohandhanoa692010 ай бұрын
Looking forward to the follow up video
@piyushpandey414910 ай бұрын
Excellent analysis
@shankarnath10 ай бұрын
Thank you!
@chrispaul477110 ай бұрын
Please cover TATVA CHINTAN PHARMA and ARCHEAN CHEMICALS ❤
@shankarnath10 ай бұрын
Thanks for the suggestion
@chrispaul477110 ай бұрын
Both are capex heavy
@subashfranklin10 ай бұрын
Nice breakdown. Looking forward to break downs in individual companies.
@shankarnath10 ай бұрын
Thanks
@riyazuddinkazi30410 ай бұрын
Very informative ❤
@shankarnath10 ай бұрын
Glad it was helpful!
@arvindgandhi100710 ай бұрын
Thank you very much 🙏
@shankarnath10 ай бұрын
You're most welcome
@peaushvishnoi395910 ай бұрын
Wonderful insight. 👍👍👍🙏🙏🙏
@shankarnath10 ай бұрын
Glad you enjoyed it!
@sindhuharikrishnan192010 ай бұрын
Thank you
@shankarnath10 ай бұрын
Welcome!
@Acdeef10 ай бұрын
Sir pls continue this type of sector analysis
@shankarnath10 ай бұрын
Thanks for the suggestion
@TheSatzy669910 ай бұрын
Excellent analysis 👏
@shankarnath10 ай бұрын
Glad you liked it. Thank you 🙌
@somabhattacharyya76910 ай бұрын
Outstanding content❤
@shankarnath10 ай бұрын
Thank you very much
@epistemophileAmit10 ай бұрын
Superb content!!
@shankarnath10 ай бұрын
Thank you 🙌
@bijoypal66210 ай бұрын
Great video Sir.
@shankarnath10 ай бұрын
Glad you liked it!
@onlinevieweranon10 ай бұрын
Hi Shankar. Have you too notice that big multibaggers 100x in 10 years types stock companies many of them are from Chemical sector in India. Whereas in the US those disproportionate returns have been in tech sector. Why is it so? Also do you think tech or EMS companies being that type of companies for 2020s decade for outsize returns?
@shankarnath10 ай бұрын
Hi. I believe every economy goes through decadal shifts. In the US, it wasn't always tech. For many years, companies like GE (manufacturing), Walmart (retail), American Express (banking) have had their times before the technology companies cut through. The same is the case with India and from having zero IT companies when the Nifty was first formed in 1995, we've seen decadal moves for IT, pharma, private banking and now chemical companies.
@onlinevieweranon10 ай бұрын
Thank you for your inputs Shankar @@shankarnath
@Malay2007 ай бұрын
Sir is UPL a pure agri commodity chemical company or any speciality property have in it..
@nalsmuralidharan95910 ай бұрын
very gud session,we need more videos like this
@shankarnath10 ай бұрын
Thanks, glad you liked it
@bimalupadhyaya987510 ай бұрын
U r the best...
@shankarnath10 ай бұрын
Thanks for the vote of confidence
@SharanappaPolicePatil10 ай бұрын
Thankyou sir
@shankarnath10 ай бұрын
Most welcome!
@sreenivasareddy91210 ай бұрын
Ver informative, I really appreciate your efforts, sir. Sir, any reason for not including UPL and Coromandel in the discussion under Chemical Companies?
@shankarnath10 ай бұрын
Thank you
@satishrana973510 ай бұрын
very useful
@shankarnath10 ай бұрын
Glad to hear that
@sujayrainchwar8844 ай бұрын
Sir after six months what would u add to this video about changing chemical sector landscape. Are they undervalued ?
@shankarnath4 ай бұрын
Sorry, I haven't analysed the sector since then
@sujayrainchwar8844 ай бұрын
@@shankarnath Thanks for your response. The video is absolutely brilliant for guiding sector analysis. Thanks
@dr.anishagarwal749910 ай бұрын
Great 🎉
@shankarnath10 ай бұрын
Thanks
@kirijack95819 ай бұрын
Sir what about tata chemicals
@amrutbhonsle10 ай бұрын
Awesome video
@shankarnath10 ай бұрын
Thanks!
@soumikchanda940910 ай бұрын
A very detailed sectoral analysis which is as usual superb, sir. Now, if you make a comparative video between jyoti resin and pidilite, it will be great as I think pidilite has become so much overpriced.
@shankarnath10 ай бұрын
Thanks for the suggestion
@sohailsiddiquie312110 ай бұрын
I would highly appreciate if you could do analysis on srf, deepak nitrite, and clean science as I have more weightage in mentioned stocks and planned to add more in clean science
@shankarnath10 ай бұрын
Thanks for the suggestion
@simplepraveen10 ай бұрын
What a coincidence , today I have invested in aarati ind.your video boost my confidence on my selection.
@shankarnath10 ай бұрын
Great to hear!
@shanthijayaraj445510 ай бұрын
👌👌 video.
@shankarnath10 ай бұрын
Thank you so much
@rengagovind72710 ай бұрын
Thanks shankar for the wonderful, tasty "special tea"
@shankarnath10 ай бұрын
Most welcome
@sandip220510 ай бұрын
Sir,pl make a video on paper industry also
@shankarnath10 ай бұрын
Thanks for the suggestion
@suvendusamal275210 ай бұрын
Can you explain FMCG Sector..... like this type of analysis
@shankarnath10 ай бұрын
Thanks for the suggestion
@rengagovind7274 ай бұрын
Thanks boss
@shankarnath4 ай бұрын
Welcome
@SubhrajitGhadei10 ай бұрын
Hi Shankar, Trust this message finds you in good health. As usual you are superb in all your videos. I have been watching your videos since the time you have started creating. I have learnt a lot from them. I have small query / dilemma, looking for some help from you on it. Following your videos I have created the screener for magic formula, coffee can, peter lynch, canslim and etc. Now that I have a list of businesses how do i shortlist around 10 to 15 from each individual screener. My idea is to do a basket investment. Recently, i shortlisted 8 stocks in logistics sectors and applied quite a few parameters I have learnt from you and then put equal amount of money in all. So how do i go about say in peter lynch method. For magic, I have ranked them so it has some basis to select top 10 or 15. how do i do it for other methods?
@shankarnath10 ай бұрын
Hello Subhrajit ji, thanks for your kind appreciation and I'm glad my work is helping you with your investing decisions. You raise a very good point: 1. Personally, I am not a big fan of using a screener to make investing decisions. A screener's job is to screen/filter and not pick stocks, so I'll request you to go deeper into every company 2. I'm also not a fan of picking a few stocks from every strategy assuming that this will make a superstar portfolio. It's a bit like saying, there are many sports I like so I'll learn backhand in tennis, bowling in cricket and goal-keeping in football and this should make me a great athlete. Instead I'll prefer specializing in one sport. In an investing context and in my opinion, the focus should be on picking the strategy that resonates more and has a valuation comfort with it. For instance, you might like monopolies then use 10 bagger, for small cap growth use Peter Lynch, for large & mid cap value it's magic formula, for passive diversified use momentum+value etc. The idea is to pick the strategy & play first .. and then the stocks. Hope this helps.
@SubhrajitGhadei10 ай бұрын
Hi@@shankarnath thanks for your quick revert. Actually I was working on your suggestions and it is quite helpful but two things i have reservations about are (1) developing a bias towards stocks whose businesses you know well e.g. zomato or tata motors and (2) how do i include a little bit of technical analysis in my stock picking. By the way, I went against your advice / suggestion and picked top 10 ranked stocks from coffee can, peter lynch and magic and put 20K each. I have ranked based on RoC and Earnings Yield. I have promised myself that I will hold them for 6 months and I will let you know the results, although you have mentioned that Pter Lynch method asks you to evaluate every quarter. This would be really good fun.
@mageshsai10 ай бұрын
Good educatinal video
@shankarnath10 ай бұрын
Thank you!
@baibhavRishu10 ай бұрын
Sir, can you make a video on Tyre industry (because it's directly beneficial from auto growth 📈) , thanks in advance 😃