I Studied A Tata Giant and Found This! A hidden Gem from Tata's? Tata Chemicals Business Analysis
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SUB: TATA Chemicals: What I found in this TATA Multibagger (Soda Ash Industry Explained)
Took 50+ hours and 12 days of research for making this video
“Quality is not an act, it is a habit.”
- Aristotle
Greetings from SOIC!
Dear Tribe Members, we often read businesses bottoms up and try to analyse the competitive advantage. However, sometimes we can get a much better idea about the competitive position and trade advantages of an industry by looking top down and studying the peers. We saw a similar situation emerging in the business we are going to cover in this video. The industry seems to be a commodity sorts, still most players in this industry are commanding good sustainable margins. The nature of the industry is slow growing and still the dominant players are consistent with a lot of entry barriers built in. To cover this business we have tried to cover the whole industry of Soda Ash. We studied the peers from domestic as well as international markets.
We will learn about the history of TATA Chemicals and how it emerged from the stable of so many wonderful companies under the TATA brand. A deep dive detailed analysis is being done of the Soda Ash industry to understand why the margins persist in this cyclical commodity based industry. In an intuitive way we list all the thesis and antithesis pointers. Most importantly we have covered the near term triggers and even more importantly we have covered the risk we foresee in this peak environment.
Hope you will appreciate the deep research and effort that has gone into making this video. We thoroughly enjoyed it and wish to keep adding value to your investing journey. See you inside the video.
Business Analysis - Tata Chemicals Ltd
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