The Fallen 500 Bagger | Why is Balaji Amines falling?? Reasons 🤓
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- Опубліковано 15 лип 2024
- The Fallen 500 Bagger | Why is Balaji Amines falling?? Reasons 🤓
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“Luck is what happens when preparation meets opportunity.” - Seneca
Hi Investors! The best time to study a strong business is when it's in a down cycle 😊
In our experience as investors we have observed that industries with few players seem to have a lot of entry barriers built in. Today we bring you an analysis from one such Industry of Amines. This concentrated industry has seen growth rates of 10-15% over a period of 25 years. Being a duopoly, both the players have seen massive jumps in their share price, making them both 500 baggers. We'll analyse the Amines Industry and then move over to our business in focus Balaji Amines Ltd.
The focus is to understand how the cycle plays out in the Amines Industry and we can benefit from this analysis once the cycle turns towards up move now. Expect to learn the following points in detail:
1. Industry Structure
2. Product Portfolio
3. Capex Plans
4. Corporate Structure
5. Business History
6. Mix of Valuations & Technicals
Hope you enjoy this video and drop your feedback in the comment box.
Business Analysis - Balaji Amines Ltd
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00:00 Capital Cycle in Amines
03:35 Entry Barriers
10:33 RM Prices Variability
13:50 Company History
15:46 Product Portfolio
20:13 Growth: Value vs Volume
26:23 Antithesis & Growth Triggers
30:46 Technical View
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Its really great that you are the only youtuber in the stockmarket field who can analyse issues at such macro n micro level... & we the listners get it free of cost... Yes suddh gyan in free of cost... You r really a great teacher... 🙏❤️
💯
Very knowledgeable
Such a good analysis hats off to you
You are so bang on ' you are only you tuber..'
He is a Gem at this.
We're pleased to know our content style adds value and education to your investing journey. Thank you for your motivating words and thank you for choosing SOIC. 🙏😃
I have both the Amines Greats with me but have never studied them in this detail.
Was an eye opener video
We're glad you're learning with us. Thank you for choosing SOIC. 🙏😃
Thanks SOIC. I came to know about businesses like Alkyl Amines, PI Industries, APL Apollo, Navin Fluorine, Astral, Deepak Nitrite, Divi's Labs in detail, which are now part of my stock portfolio.
You really helped us understand the cycles well, I was myself trying to figure out right time to enter Balaji Amines as I thought there is still scope of margin neutralization but your video cleared even the iota of the doubts I had.. I have entered jubilant ingravia in this quarter as I feel the margins have bottomed out... Thanks paji for helping us understand and analyse businesses like this, you are gem of a person, hats off to your knowledge..
Such a deep business analysis with a top down approach - Industry Analysis & Company Analysis with every step to step process is absolutely amazing 👌👌👌. Whenever I see your video I learn something new and much more valuable. Thanks a LOT brother 💖💖💖
Such a great detailed analysis of the Amines industry and Balaji Amines. Especially analysing the industry entry barriers was very informative. All this would take me hours to research but available for free in 30 mins on YT. Brilliant!
We're pleased to know you're learning with SOIC. We hope to continue adding value to your investing journey. 🙏😃
Hats off to your in depth study and willingness to share it with retail investors .. God bless you for your sincere efforts
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
excellent analysis.........adding balaji slowly grasually...right now avg approx 2500
Bhai..! Aisa analysis tu hi kar sakta hai..
No where on you tube we can find this Content..
Pure Gold..
Thanks Paaji.. you rock❤
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
He has amazing intellect and teaching capacity. His teaching format makes it easy to understand issues.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Thank you SOIC for such a quality and filtered content... Cheers...
Super simple and informative session, SOIC has covered everything required for a retail investor. I have seen, in your study videos you are repeating some basic concepts like stage 1-4, value, volumes. It is an welcome change.
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Love your way of analysis. The way you Stress on key points and great persuasive communication.
We're happy that you're able to learn from our content. 😃 We hope to continue adding value to your investing journey. 🤝
This is a best video explaining amines industry in India..I am right now living in solapur and this is my birth place...
After watching your analysis, I always feel that I hardly know anything about stock markets and have a long way to go. Very enlightening video like always.
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
No words,,, you really helping new investors... God bless you with good health and long life to help anf educate people... Stay with us. Thanks.
Very detailed analysis. It was wonderful and helpful. Keep sharing such video of industry analysis
Huge respect dear Ishmohit, great content as always 👌👍
Impressive work. Thank you. Look forward for more from you
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃🖐️
Very elaborative and informative. Thank you for sharing.
🤝😃
so great sir , i watching few youtubers chenals for stock related research report but no one else provide this type of detailed and essence knowledge. your analysis is really helpful for common investor like me to develop our understanding and decision making skills towards investing in the stock market !!! so much also free too
We appreciate your trust in our content. 😃Thankyou for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Most awaited video finally has come, Thanks Ishmohit Singh.
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Great in depth analysis... amazing work.
Thank you for your supporting words. We hope to continue adding value to your investing journey. 🤝😃
Absolutely masterly elaborated....fantastic dear
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Thanks for such a detailed video
Excellent analysis, specially the business cycle
Awesome analysis thank you for sharing
Thank you for sharing this one it will help for many PPL
We're glad you're learning with us. We hope to continue adding value to your investing journey. 🖐️😃
Good analysis. Not clear if it is in the lowest cycle to invest. Tks
Great analysis bro.
Always, way ahead of others in micro and macro analysis ❤
🙏😃
Best info on balaji Amines. Tremendous efforts by your team 😊
We're glad you find our analysis valuable. We hope to continue adding value to your investing journey. 🖐️😃
Great analysis 🙏🙏🙏
Commendable analysis of Amine Industry...!! 👍👍👍
🤞😃
Hearts 💕 touching Enalyses, Tusse the greatest person 💙
Sir aap bhut achha analysis krte o please weak me 3,4 video best small ,midcap ka analysis jroor kare. For future multibager ham bignor ko help mile 🙏🙏🙏
Hello can you do a masterclass on how to do financial modelling from basic ?
I really like the way you research and analyze.
Thanks for all the quality info you provide.
Please check the courses available on our website. You can email us at info@soic.in for any assistance and we'll get back to you within 48-72 hours. 🤝😃
Great.... sir... Thank you
Very good and helpful analysis. Thanks.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
excellent analysis
Great . Educating and protecting retail investors from fraud financial influencers.
Great Analysis as always Ishmohit and team.... But I have some questions hope you can answer the same.
1) why there is no technology to transport the Amines. I know it's corrosive in nature but still it is transported from one area to another considering vast geography of China and USA.
2) Why China and Saudi is able to dump the product in India why can not we export to other countries like the same?
3) what's major differentiation in Alkyl amines and Balaji amines apart from their technologies to produce Amines?
Hope to reply from you soon.
2. Dumping is of DMF which is a derivative of Amines and can be transported. Methylamines cannot be for long distances.
1. Corrosive in nature+Amines plant are always near the Pharmaceutical manufacturers.
3. Balaji has a lot more import substitute products vs Alkyl
Awesome. Loved it. Hell Yes!
🖐️😃
Great, Superb
Superb. Value watching. Too good 😊
🤞😃
Great Analysis again Ishmohit.
Must be a lot of hard work and hours of research going into this.
Kudos to your team
🙏😃
Very informative video 👌👌
Should we accumulate more for long term view Alkyl case
Loved it
Good very useful info for small investors
Thanks soic, great
Ishomi sir app bahut achchha karte hai thanku you
Hi sir how Deepak nitrite looks to u valuation wise at current level. Technically showing trend changed to me
First time first comment... Thankful to you sir
where can i find this SOIC Stage Analysis tool in Trading-view?
Hi Ishmohit, I don't have words to thank you! You are my mentor, hero and the smartest person I have seen in the stock market!❤️❤️
It is going to be a long ride with you! Thanks for everything!❤️❤️
We're pleased to know our content adds value to your investing journey. Thank you for choosing to learn with SOIC. 🖐️😃
Sir will shareholders of balaji amines be getting any shares in balaji specialty on its listing ?
After it getting listed separately why will the balance sheet of balaji amines reflect the P/L of balaji specialty? Sir pls explain
Nice anylisis.🙏
I am a fan of SOIC since COVID days. Subscriber base - from few thousand to 2.9 lakhs now! Quality of videos has actually outrun the growth of membership. For investors who want to stay in the market for long term, undoubtedly this is the best channel. Ishmohit, pls accept my thanks. Wonderful session. Have started accumulating BA in small lots, may be I am little early - who knows :)
Prices of DMF are still falling :) I am waiting on the sidelines
Very good analysis...
We're glad you find valuable lessons in our content. Thank you for watching our videos. 😃🤝
Great video.....❤
🖐️😃
One correction. DMF is Dimethylformamide. Not Dimethyl fluoride. It's minor error. Video is excellent.
असरदार सरदार ❤
Thankyou for watching our videos. We hope to continue adding value to your investing journey. 😃🤝
A big big fan of soic.
🖐️😃
Holding Alkyl since split
sir please a detailed analysis on aarti industries
Kudos to u bro
🤝
Hi sir,
I wanted to know how to find out volume and value growth as you specified in the vedio that it is essential to identify the volume and value growth in B2B business. How can I find it in Annual report sir? If there are other sources, Kindly let me know.
Excellent job 👍👍👍
Thank you so much 😀
Dear Ishmohit thanks for covering Balaji amines . Same is case with Atul ltd company posted lowest ever margin . In Atul sales revenue is increased can you please tell is that because of inflation benefit to company or genuine Volume growth ?
Try to cover this company also .
Thank you bro 🙏
Great ❤
🙏😃
Sir is it possible to cover
Credit rating agencies?
Crisil care or icra
Great 👏👏🎉
🙏
Doesn't Manali Petrochem also make Propylene Glycol?
20:09
Can you share SOIC tracker google spreadsheet document ?
Long term ke liye balaji amine and alkyamine ko lena thik rhega kya
Ishmohit ji - please add English subtitles if possible. Want to recommend these videos to my friends and family from south India who don't know Hindi
We're working on the subtitles. We appreciate your patience. Thank you for choosing SOIC. 🤝😃
@soic Please do industry and business analysis of shrimp feed manufacturer
Thank you for your suggestion. We'll keep this in mind for our future content. 🤝😃
Correct me if I am wrong but i think Diamines is also in the aliphatic amines manufacturing.
Nope- its in EDA and Piparizene which isn't aliphatic amines. Family of amines
Can you make a video on Aarti industries?
Excellent analysis, very informative...Kudos to you n keep up the good work❤👌🙏
Thank you for choosing to learn with SOIC. 🤝🙏
The time has come, it's weekly timeframe correction is over....
Specially Balaji looking excellent on chart...
Your videos very good, add videos on chemical stocks sectors wise top 3 players, agro,specialty, etc...
Your videos subtitles not available 😢
We're happy to know that our content adds value to your investing journey.😃 We'll consider your suggestion for our future videos.
Subtitles will be available soon. 😃🤝
Thank you. This was very helpful and I would like to join your SOIC. I am unable to sell my stocks and make huge profits.
Ishmohit, where do you get such old data ??
Why Alkyl amine PE Is 50+ but Balaji Amine PE is below 22 even Balaji amine Net profit more than Alkyl amine.? 🤔🤔
great
how about diamines bro?
FINALLY ❤️
🤝😃
I am very big fan you sir from Hyderabad.
🙏😃 Thank you for choosing to learn with SOIC. We hope to continue adding value to your investing journey. 🤝
26:23
Subros par kab analytical vedio denge?❤
Sir eastman is trading at 14 times earnings, how is alkyl justified at 70 times ?
Prince pipes details analysis
How is Tata Chemical at low PE also good EPS growth. Can be a multibegger in upcoming years?
Huge capacities of caustic soda are coming live for other foreign players this leading to price pressure and hence lowering the margins for all the players
@@MP-wq5xe view on IT stocks at current PE?
4.9 million size ?
Do you think critical application is one of the entry barriers?
Yup+getting customer approvals
Today learned to check raw material prices without paying to any research website. It was the moment when you showed indiamart.