Speciality chemicals- next big Idea!

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Drpkabbu, Apr 1, 2016.

  1. Drpkabbu

    Drpkabbu New Member

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    Can speciality chemical stocks be the next big Idea. Which companies offer best growth opportunity and valuations. Kindly suggest.
     
  2. dineshkapoor27

    dineshkapoor27 Active Member

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    I am actually very bullish on Excel Industries. Its a small cap, but very interesting company. Diversity of chemical production. profitable and growing even when their main source is from agrochemicals. Also into API chemicals and other speciality chemicals. I am invested in Kanoria Chemicals as well, although the company has diversified into textiles, auto components etc. But still a very reputed name in Industrial Chemicals.

    Camlin fine is another interesting bet, although its story is already a bit well known. They have big plans in the food chemicals space and they want to grow globally. I also like Bharat Rasayan. That stock seem to offer value because of low growth of agriculture and therefore available at lower valuations. But I feel they can be accumulated for good returns in the next 3-5 years.

    PI industries, Vishnu Chemicals, Navin Fluorine are other good but expensive bets.
     
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  3. sandeep1802

    sandeep1802 Active Member

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    Sudarshan Chemical
     
  4. Ravikumar

    Ravikumar Active Member

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    Meghmani Organics is a good bet...
     
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  5. heart

    heart New Member

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    Vinati Wkly 1404.png

    Vinati weekly chart. Looks a good pick for medium term.
     
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  6. asharan83

    asharan83 New Member

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    How about kiri industries? It has risen up very fast. But they are hugely benefiting from price rise(up to three times) in china market(mostly due to closing down of competitors). according to SP Tulsian its expected EPS would be 120 and share is trading at 190.

    I do like Vinati and camline as long term picks.
     
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  7. New_Investor

    New_Investor Active Member

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    Mr. Tulsian said that the stocks of companies making dye intermediates (not dyes and pigments but dye intermediates) will be in big demand during next three to four months.
     
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  8. RJim

    RJim Member

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    Tulsian bullish on bodal chemical too. Keep a watch.
    some other good chemical stocks are balaji amines, Vishnu Chem, Navin Flu.
     
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  9. Maachaa

    Maachaa New Member

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    Hi,
    Main reason of speciality chemicals and dye chemical manufacturing company being in limelight is because of stricter norms of china which account for largest productions . Now due to slowdown in china major benefit has to come to India being a substantial player in chemicals .Indian capacity is having size of 1/15 times of china and if china is slowing and coming down to 12 than indian has to become 3 which is 300% capacity buildup . Any Indian company having excess capacity or plan capex to expand capacity is going to benefit in long term . So looking at the situation, speciality and dye chemicals offers great opportunity for coming 3-5 years.

    Cheers
    Happy Investing
     
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  10. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Any names of stocks you have after doing research? Pls share names of stocks.
     
  11. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Meghmani has shot up with 100% gains in recent past.
     
  12. New_Investor

    New_Investor Active Member

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    Bodal Chemical
    upload_2016-5-7_23-9-50.png

    Kiri Industries
    upload_2016-5-7_23-25-57.png

    Atul
    upload_2016-5-7_23-33-43.png

    Navin Fluorine
    upload_2016-5-7_23-11-46.png

    Meghmani Organics
    upload_2016-5-7_23-13-51.png

    Sudarshan Chemical
    upload_2016-5-7_23-16-13.png

    Vinati Organic
    upload_2016-5-7_23-17-56.png
     
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  13. New_Investor

    New_Investor Active Member

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    Not Speciality but Chemicals worth mentioning :

    Camphor and Allied Products
    upload_2016-5-7_23-40-58.png

    UPL
    upload_2016-5-7_23-44-37.png
     
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  14. New_Investor

    New_Investor Active Member

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    I heard on a tv interview that China has temporarily shut down its major Chemical and Dye Companies owing to G20 summit. These companies are creating major air pollution and China does not want G20 leaders to know that. China wants G20 leaders to see a clear blue sky during the G20 summit in September 2016. The specialty chemicals stocks are running owing to increased demand of Indian made specialty chemicals which is a result of drop in production of Chinese chemicals and dyes.

    Can you comment on that? Does that mean that this run of specialty chemical and dye stocks will stop after G20 Summit?
     
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  15. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Good Q I also want to know answer.
     
  16. New_Investor

    New_Investor Active Member

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    Regarding Kiri Industries and Bodal Chemicals, I think I found the answer. Please watch the following videos :

    Mr. Tulsian's views on Kiri Industries and Bodal Chemicals.

    https://www.moneycontrol.com/news/s...wskiri-industries-bodal-chemical_6149821.html

    https://www.moneycontrol.com/news/m...ks-hdil-db-realtyavoids-hindalco_6195441.html (Mr. Tulsian's reply to 2nd question of Anuj)

    Mr. Prakash Diwan's views on Kiri Industries

    https://www.moneycontrol.com/news/stocks-views/prefer-kiri-industries-prakash-diwan_6138921.html

    Manish P Kiri, managing director at Kiri Industries, says the company is likely to report 30 per cent growth in its revenue for FY2017 and its operating profit may jump over 60 per cent on increased product pricing.

    https://profit.ndtv.com/videos/news/video-expect-30-revenue-growth-in-fy2017-kiri-industries-410770
     
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  17. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    So it is story of only 3 to 4 months then how much money one can invest in such stocks looks risky?
     
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