Pigments and dyes - Proxy play for textiles?

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by dineshkapoor27, May 16, 2016.

  1. dineshkapoor27

    dineshkapoor27 Active Member

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    For people who have belief in the textile/consumption boom, can also look into Pigments/dyes companies. I believe the valuations are cheap there and they can be proxy play to the textile manufacturing boom.

    The clutch of companies which are relevant in that space seem limited and I am invested in Clariant (from 600 odd levels) and other players are Asahi Songwon, Atul and Sudarshan Chemicals. Any other opinions on this space is welcome.
     
  2. darth

    darth Active Member

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    I picked up Atul earlier this year - small quantity

    And isnt Kiri Industries in this space too?
     
  3. dineshkapoor27

    dineshkapoor27 Active Member

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    Yes. Kiri is in this space as well, I think. Has already run up quite a bit. Would be good to get into that after some correction. The valuations seems reasonable for these companies (barring a few).
     
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