Speciality Chemicals is hot sector, which are are best investment grade secular stories

Speciality Chemicals is the hot sector presently and many of the stocks are already mutibagger and are richly priced now. Which are still the best investment grade secular stories, where we can still bet for more than 20% CAGR returns for next five years or more.

 

Consider ASHOK ALCO CHEMICAL

Low PE but strong fundamentals. Company has recently stopped global trading activities and focused on manufacturing due to which top line appears poor but check the result published on BSE site for deep insight.

I am very positive for this stock.

 

Buy Ashok Alco Chem ABOVE the current price of 115. If price takes a dip from here then avoid.

 

Adi Finechem, Camlin Fine, Vidhi Dyestuffs, Thirumalai are interesting picks. Midcaps include Aarti Industries and Vinati Organics.

 

Excel industry also looking interesting pick.

 

Kharb ji,

You're pretty late to the party. The very sign that it's caught your fancy too is evidence.

Pickup any stock with chemicals in its name and it's already a multi-bagger.

Kanoria Chemical had some action last week and may catch-up with the theme.

When the markets are pricing commodity stocks at 20-30x earnings, I wouldn't buy.

Serving hot - sugar, paper, tyre, cement, auto ancillary

 

You are right as always, but I am still trying to find out if any juice left anywhere. I had few shares of one company called Modi alkali which was closed decades back and delisted. Physical certificates of that were lying in my old bags. I have habit of checking after one year if any of many De listed stocks are back in action, which I have in kgs, happy to see that stock now named Lord Chloro chemicals trading at 50 and showing good quarterly proftis.So by default I have small slice of party now gong on, but yes missed the bigger story as rightly missed out. Partly I blame myself, as being an engineering back ground don't have idea of chemicals and partly would love to blame your absence also for that as you might have timely forced my attention to ongoing party.

 

Sold Kanoria Chemicals after holding it for 6-7 months, and missed this rally! Kicking myself for it.

 

Consider Vikas Ecotech @kharb

 

i dunno if GSFC falls exactly in same category. But ya seems very attractive at this value. I am invested since Rs 74 and expect it to go much further.

 

I also recently entered in gsfc and shree pushkar chem with small amount and regretting badly for missing chemical and paper stock rally. Also it was too painful by seeing biocon, jubilant life science and dishaman with 90+% returns in my watchlist.

 

Kiri has lot of juice still left in it. Vikas eco is another interesting story unfolding. I see both these company to grow significantly from current levels.

 

Kharb ji,

While I appreciate you considering my response, I am terribly wrong at times - like not buying the February fall and sticking to cash.

By the way, I'm a commerce graduate & a PG dropout, so you must consider my inputs in perspective because I don't understand chemistry or chemicals (wonder if I actually understand accounts either).

I'm glad about you getting some value for what was scrap until a while ago. If you can take the trouble and try to find out name changes and other corporate information, maybe you'll have some more finds from that pile of scrap.

PS: GSFC & the likes are primarily a fertilisers company and not a chemicals company. FY 15-16 turnover 71.07% fertilisers and 28.93% chemicals.

Vijaya Dashami & Dashahara greetings to you and fellow members!

 

@BombayBoy ji , Who isnt terribly wrong at times? But whats important is that some admit and others only tag earlier posts/writeups which result in profits

 

you can check omkar speciality chemicals too..

 

bodal chemicals is fundamentaly very strong stock and now also after getting enviormental clearance for their one plant, expectaions of crude lying low it becomes good bet

 

Kiri Industries current value is among the cheapest plus owns equity worth 1500 cr with JV Longsheng . Is why consolidated EPS is very high . @AlphaStreetIn #AlphaStreetView

 

Akshar Chem....

 

Akshar Chem is good too sister concern of Asahi Songwon . Went up as was recommended by Kotak . Vikas Ecotec , Ester Industries , Shree Pushkar , Omkar Speciality , Himadri too deserve a look . @AlphaStreetIn #AlphaStreetView

 

Akshar chem almost in lower circuit.
What is the reason for such a drastic fall?
Is the long term trend intact.?