Pigments and dyes - Proxy play for textiles?

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.

 

I picked up Atul earlier this year - small quantity

And isnt Kiri Industries in this space too?

 

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).