How to Find Future Multibagger Opportunities in India's Specialty Chemicals Industry?

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How to Find Future Multibagger Opportunities in India's Specialty Chemicals Industry?

Рет қаралды 82,844

Shankar Nath

Күн бұрын

Пікірлер: 235

@soumikchanda9409 10 ай бұрын

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

@navjitsingh1133 8 ай бұрын

Please tell us top 5 chemical Stocks for long term Investers. Request

@preet_oo7 10 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 🙏

@shankarnath 10 ай бұрын

I appreciate that! Most welcome

@preet_oo7 10 ай бұрын

My pleasure sir. I am a CA student & I learn many concerts from you. I appreciate you.

@ravishagrawal6867 8 ай бұрын

Excellent video, clearly showing how much research was done in making the presentation.

@shankarnath 8 ай бұрын

Thank you very much!

@alastairclifford7129 10 ай бұрын

Your hardwork Is Very Appreciated Sir. Irrespective of views Keep Making The content 🫡🫡

@shankarnath 10 ай бұрын

Thank you

@rahulmore8041 7 ай бұрын

Agro chemicals can i invest

@johnconnor1652 10 ай бұрын

Very clear well researched content.. among top 3 channels on finance in india.. very underrated channel, deserves over 1M subs

@shankarnath 10 ай бұрын

Glad you like my work 🙌

@rajatnath9247 10 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?

@shankarnath 10 ай бұрын

Most welcome .. so nice of you. And thank you for the suggestion

@bharatonstars 6 ай бұрын

Great analysis man...Do we have any magazine to study indian chemical sector before investing in the stock

@paritoshsingh5903 10 ай бұрын

I belong to this sector in some way so find this exciting opportunity for India

@CA_PraveenReddy 10 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

@shankarnath 10 ай бұрын

Thanks for the appreciation and suggestion

@SANTOSHSINGH4U 7 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. ❤

@shankarnath 7 ай бұрын

Glad you enjoyed it! I don't have a PPT for this video

@SANTOSHSINGH4U 7 ай бұрын

@@shankarnath thanks for reply. Have a great day.

@joejosh79 10 ай бұрын

Another gem of a video. Thanks! Appreciate the timing as well. I have been studying the sector expecting a turnaround.

@shankarnath 10 ай бұрын

Glad it was helpful!

@paritoshsingh5903 10 ай бұрын

Hi Shankar , really appreciate your work and it is helping a lot to develop a perspective

@shankarnath 10 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.

@kpalanivelu3282 10 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.

@shankarnath 10 ай бұрын

Glad to hear. I'm happy you found it helpful!

@organicproduce9858 10 ай бұрын

Another MasterClass sir. Looking forward to follow up video on this. Many thanks.

@shankarnath 10 ай бұрын

Many thanks!

@mshaik1055 10 ай бұрын

Thank you for your detailed video on Chemical sector. It is helpful to understand the business.

@shankarnath 10 ай бұрын

You are most welcome. I'm happy you found it useful and informative

@tahirhusain4090 9 ай бұрын

Sir your contents are the most reliable and well prepared. I learned a lot and developed good sense from your contents. Thanks

@shankarnath 9 ай бұрын

So nice of you. I'm happy to play a small part in your financial journey

@anandnarayandas8023 10 ай бұрын

Amazing brilliant video! Please do more such videos on different sectors. Thanks!

@shankarnath 10 ай бұрын

Most welcome

@rmk986 10 ай бұрын

Wow , first time watched your channel Highly impressed . Thank you very much . Will watch all your videos now in due course❤

@shankarnath 10 ай бұрын

Welcome aboard!

@rarora2195 10 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.❤

@shankarnath 10 ай бұрын

Most welcome. I am glad you found the content and research informative. Wishing you the best!

@sanilmuhammed9214 10 ай бұрын

Sir you can be the biggest youtube channel in financial education

@shankarnath 10 ай бұрын

Thank you very much for your vote of confidence 🙌

@ranjitpositivepsychologycoach 8 ай бұрын

Great analysis. Thanks! Look forward to the follow-up video

@shankarnath 8 ай бұрын

Thanks for watching!

@prakashvaghela1970 8 ай бұрын

Wow it's very nice details provided by you. Thanks you sir

@shankarnath 8 ай бұрын

Most welcome Prakash ji. I'm glad you liked it

@rudraanayak7353 Ай бұрын

Thank you sir for very concise explanation

@shankarnath Ай бұрын

Most welcome. Glad you liked it

@bon_jovi933 9 ай бұрын

Eagerly waiting for the second part of this one Sir.!

@ckbiran 10 ай бұрын

Very Informative Video, looking forward to the follow up video. Thank u

@shankarnath 10 ай бұрын

Glad it was helpful!

@anilsood6599 10 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.

@shankarnath 10 ай бұрын

Glad this is helpful

@pradeepraja1266 10 ай бұрын

Helpfull to understand this complex and vast area

@shankarnath 10 ай бұрын

Glad you found it useful

@monicachopra4998 10 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!

@shankarnath 10 ай бұрын

Most welcome, glad you found the video timely and informative

@revanthgowd5744 10 ай бұрын

Very useful educational video on the Sp. chemical sector, Great presentation. Thank you❤

@shankarnath 10 ай бұрын

Most welcome. Glad it was helpful! 🙌

@vigneshg5015 10 ай бұрын

first time watching your video. Thanks for sharing fruitful information. Amazing

@shankarnath 10 ай бұрын

Thanks. Glad you liked it! Do considering subscribing to the channel and telling your friends about it

@valsarajk.k4197 10 ай бұрын

This is a well thought out and well presented video....pl.keep us inspiring.

@shankarnath 10 ай бұрын

Thank you very much 🙌

@srinivasansukumaran2479 10 ай бұрын

Really thorough work in analyzing a sector from all angles !!

@shankarnath 10 ай бұрын

Glad you liked it!

@theindianentrepreneur8596 3 ай бұрын

Amazing insights sir!🙌👏

@shankarnath 3 ай бұрын

Thank you

@Prashant6077 7 ай бұрын

Very well researched video. Thank you.

@shankarnath 7 ай бұрын

Glad you enjoyed it!

@srinivasangkailasam8952 10 ай бұрын

Outstanding analysis of the speciality industry. Learnt a lot . Many thanks.

@shankarnath 10 ай бұрын

So nice of you. Glad you liked it!

@sriramlokesh7181 8 ай бұрын

Excellent video thank you sir.

@shankarnath 8 ай бұрын

Most welcome. Glad you liked it

@parthdesai5125 10 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.

@shankarnath 10 ай бұрын

Thanks for your continued support and for the suggestions

@thedarkknightwillrise23 10 ай бұрын

Brilliantly Researched Video ! 👌🏻👏🏻 HSCL is my favourite

@shankarnath 10 ай бұрын

Thank you very much!

@mr.talkstock7282 10 ай бұрын

Thank you for another amazing video. Very valuable information!!!

@shankarnath 10 ай бұрын

You are so welcome, Ali! Very happy you are finding good value from my work 🙌

@yogeshs5779 10 ай бұрын

Hi shankar, awesome you are! Thank you

@shankarnath 10 ай бұрын

Thank you very much!

@mahalingammp 10 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.

@shankarnath 10 ай бұрын

So nice of you. You are most welcome & I'm glad you found this video relevant and useful 🙌

@nkrishnamys 10 ай бұрын

Sir ji, pls make on 4-5 best MBagger stocks in speciality chem Universe.

@shankarnath 10 ай бұрын

Thanks for the suggestion

@busyshah 2 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.

@shankarnath 2 ай бұрын

Thank you!

@Rohitbedi20 10 ай бұрын

Brilliant piece of information. Kudos!!!

@shankarnath 10 ай бұрын

Thx 🙌 Glad it was helpful!

@VijayKumar-sl8qm 5 ай бұрын

Thank you for the detailed analysis!

@shankarnath 5 ай бұрын

Glad it was helpful!

@Anbu-Ini 10 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

@shankarnath 10 ай бұрын

Thank you very much

@Ajinkya1977 10 ай бұрын

Excellent analysis. Appreciate your efforts. Thank-you.

@shankarnath 10 ай бұрын

My pleasure! 🙌 Glad you found it informative and relevant

@Ravi-Krishna 10 ай бұрын

Great content and excellent presentation skills. Thank you for this informative video.

@shankarnath 10 ай бұрын

You're very welcome! I'm happy you found it relevant & informative

@kowshikmalluri 10 ай бұрын

Thank you very much for this. This is real hard work.

@shankarnath 10 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)

@meenakshiprusty5892 10 ай бұрын

Extensive research and very fundamental information

@shankarnath 10 ай бұрын

Glad you found it useful. Thanks!

@ashutoshchaturvedi3704 8 ай бұрын

Useful info 👍🏻 thanks Sir

@shankarnath 8 ай бұрын

So nice of you. Most welcome

@anindyaroy1719 10 ай бұрын

Well explained in a layman's language. Thank you

@shankarnath 10 ай бұрын

You are welcome

@kirangowdan7478 10 ай бұрын

Most knowledgeable person

@shankarnath 10 ай бұрын

Glad you liked it!

@BhromonBhomra 7 ай бұрын

Very comprehensive coverage.

@shankarnath 7 ай бұрын

Glad you liked it

@BhromonBhomra 7 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_rajasekar4352 10 ай бұрын

Thank you for sharing your knowledge sir🎉👍

@shankarnath 10 ай бұрын

My pleasure. Glad you liked it

@sachusaalai4511 10 ай бұрын

Ur Presensetation superb

@shankarnath 10 ай бұрын

Thanks

@mallikarjun2030 10 ай бұрын

Superb analysis sir. Thank you

@shankarnath 10 ай бұрын

So nice of you. Thank you!

@anandkothari9616 10 ай бұрын

Amazing video. Great efforts!

@shankarnath 10 ай бұрын

Thanks a lot!

@chandrasekaranvaidyanathan1215 9 ай бұрын

Excellent content!

@shankarnath 9 ай бұрын

Much appreciated!

@elangovanshunmugam453 10 ай бұрын

Good and great effort as usual. Keep rocking

@shankarnath 10 ай бұрын

Thanks a lot 🙌

@user-yx5qq5jc6g 6 ай бұрын

Sir please do one on Pharmacy industry

@shankarnath 6 ай бұрын

Thanks for the suggestion

@sauravkataruka1 10 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.

@shankarnath 10 ай бұрын

Thanks for the suggestion

@sauravkataruka1 10 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

@arbazahmed5470 10 ай бұрын

Always love your sectorial videos

@shankarnath 10 ай бұрын

Great to hear that! Thanks

@shaonnag392 7 ай бұрын

Very informative sir❤

@shankarnath 7 ай бұрын

Glad you found it useful

@bhaveshpatel498 8 ай бұрын

Awesome

@shankarnath 8 ай бұрын

Thank you!

@manmohandhanoa6920 10 ай бұрын

Looking forward to the follow up video

@piyushpandey4149 10 ай бұрын

Excellent analysis

@shankarnath 10 ай бұрын

Thank you!

@chrispaul4771 10 ай бұрын

Please cover TATVA CHINTAN PHARMA and ARCHEAN CHEMICALS ❤

@shankarnath 10 ай бұрын

Thanks for the suggestion

@chrispaul4771 10 ай бұрын

Both are capex heavy

@subashfranklin 10 ай бұрын

Nice breakdown. Looking forward to break downs in individual companies.

@shankarnath 10 ай бұрын

Thanks

@riyazuddinkazi304 10 ай бұрын

Very informative ❤

@shankarnath 10 ай бұрын

Glad it was helpful!

@arvindgandhi1007 10 ай бұрын

Thank you very much 🙏

@shankarnath 10 ай бұрын

You're most welcome

@peaushvishnoi3959 10 ай бұрын

Wonderful insight. 👍👍👍🙏🙏🙏

@shankarnath 10 ай бұрын

Glad you enjoyed it!

@sindhuharikrishnan1920 10 ай бұрын

Thank you

@shankarnath 10 ай бұрын

Welcome!

@Acdeef 10 ай бұрын

Sir pls continue this type of sector analysis

@shankarnath 10 ай бұрын

Thanks for the suggestion

@TheSatzy6699 10 ай бұрын

Excellent analysis 👏

@shankarnath 10 ай бұрын

Glad you liked it. Thank you 🙌

@somabhattacharyya769 10 ай бұрын

Outstanding content❤

@shankarnath 10 ай бұрын

Thank you very much

@epistemophileAmit 10 ай бұрын

Superb content!!

@shankarnath 10 ай бұрын

Thank you 🙌

@bijoypal662 10 ай бұрын

Great video Sir.

@shankarnath 10 ай бұрын

Glad you liked it!

@onlinevieweranon 10 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?

@shankarnath 10 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.

@onlinevieweranon 10 ай бұрын

Thank you for your inputs Shankar @@shankarnath

@Malay200 7 ай бұрын

Sir is UPL a pure agri commodity chemical company or any speciality property have in it..

@nalsmuralidharan959 10 ай бұрын

very gud session,we need more videos like this

@shankarnath 10 ай бұрын

Thanks, glad you liked it

@bimalupadhyaya9875 10 ай бұрын

U r the best...

@shankarnath 10 ай бұрын

Thanks for the vote of confidence

@SharanappaPolicePatil 10 ай бұрын

Thankyou sir

@shankarnath 10 ай бұрын

Most welcome!

@sreenivasareddy912 10 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?

@shankarnath 10 ай бұрын

Thank you

@satishrana9735 10 ай бұрын

very useful

@shankarnath 10 ай бұрын

Glad to hear that

@sujayrainchwar884 4 ай бұрын

Sir after six months what would u add to this video about changing chemical sector landscape. Are they undervalued ?

@shankarnath 4 ай бұрын

Sorry, I haven't analysed the sector since then

@sujayrainchwar884 4 ай бұрын

@@shankarnath Thanks for your response. The video is absolutely brilliant for guiding sector analysis. Thanks

@dr.anishagarwal7499 10 ай бұрын

Great 🎉

@shankarnath 10 ай бұрын

Thanks

@kirijack9581 9 ай бұрын

Sir what about tata chemicals

@amrutbhonsle 10 ай бұрын

Awesome video

@shankarnath 10 ай бұрын

Thanks!

@soumikchanda9409 10 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.

@shankarnath 10 ай бұрын

Thanks for the suggestion

@sohailsiddiquie3121 10 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

@shankarnath 10 ай бұрын

Thanks for the suggestion

@simplepraveen 10 ай бұрын

What a coincidence , today I have invested in aarati ind.your video boost my confidence on my selection.

@shankarnath 10 ай бұрын

Great to hear!

@shanthijayaraj4455 10 ай бұрын

👌👌 video.

@shankarnath 10 ай бұрын

Thank you so much

@rengagovind727 10 ай бұрын

Thanks shankar for the wonderful, tasty "special tea"

@shankarnath 10 ай бұрын

Most welcome

@sandip2205 10 ай бұрын

Sir,pl make a video on paper industry also

@shankarnath 10 ай бұрын

Thanks for the suggestion

@suvendusamal2752 10 ай бұрын

Can you explain FMCG Sector..... like this type of analysis

@shankarnath 10 ай бұрын

Thanks for the suggestion

@rengagovind727 4 ай бұрын

Thanks boss

@shankarnath 4 ай бұрын

Welcome

@SubhrajitGhadei 10 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?

@shankarnath 10 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.

@SubhrajitGhadei 10 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.