Alkyl Amines: Stock Analysis ⚗️
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- Опубліковано 22 лип 2024
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In this video, we analyse Alkyl Amines business from scratch and we answer questions such as:
🧪 What are Amines?
🧪 What is the application of Amines?
🧪 Where are Amines used?
🧪 Major players of Amines in India.
🧪 Who are the customers of Alkyl?
🧪 Why is it a duopoly?
🧪 Entry Barriers in the industry.
🧪 Major Sources of Risk today.
🧪 Future Capex plans.
🧪 Valuation.
Do check the inflated margins and ROCE number in the google sheet:
docs.google.com/presentation/...
To understand more, do watch the Peter Lynch video 🎥:
• Applying Peter Lynch's...
Business Analysis - Alkyl Amines Chemicals Ltd
Time Stamps:
🧪 Intro: (0:00)
🧪 Industry Analysis: (0:58)
🧪 Business Analysis: (2:56)
🧪 Sources of Risk: (9:27)
🧪 Valuation: (13:11)
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
I genuinely appreciate the amount of efforts you put in each and every video. Truly I'm amazed by your dedication. All the very best to you and the team. Hope to see such extraordinary content going ahead as well. Before this I had seen the detailed analysis of Deepak Nitrite. Huge fan of your work 🌻
Thank you so much 😀
You deep drive to business is marvelous..i haven't seen anyone explaining the thing like this way at youtube..Appriciate your efforts..
My views,
Pros:
1. Consistently growing business
2. High entry barrier
3. Low competition
4. Growth in pharma industry
Cons:
1. Pricing war
2. Dependent on other players doing well, hence can't push sales, need to wait for demand
3. Will grow like FMGC companies, since already penetrated, unless their customers grow
4. Challenging to maintain profit
Really liked your precise analysis. Very useful, especially when you specified that these are repeat consumable products. More power to you. Have subscribed
Excellent Analysis as usual. Appreciate the way you do the 4 stage analysis. I have not seen anyone make such detailed presentation in UA-cam.
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Your down to earth nature and a great knowledge inspire me.
Thanks Debabrata for your kind words :) For more insights on business, newsletter & industries, kindly visit- www.soic.in/blogs
I was going through Marcellus’ s LCP webinar and their portfolio manager spoke about Alkyls innovative way of manufacturing acetonitrile through acetic acid which is unique to them and is a eco friendly compound.
Excellent business analysis, never heard anyone giving such industry and business insights
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industry & newsletter, kindly visit- www.soic.in/blogs
This was the best research video of a company I've ever seen.
The first video of yours I watched was of Laurus Labs and since then have become a fan of yours. I am amazed as to why your videos are not getting the likes they truly deserve. Must say your videos are thoroughly researched and presentation is pretty good. Keep the good work coming!!!
Thanks Roopesh for your kind words :)
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Deepak Nitrite!. Eagerly waiting for the part 2 of the analysis.
This was fantastic too. The Chemical industry in India is turning into a major success story if we look beyond IT.
Deepak Nitrite- ua-cam.com/video/iKy_J-skqb8/v-deo.html
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Amazing explanation of such complex business in so simple language. Your videos motivates me to how to research any stock of the company. Kudos for your efforts.
Glad to hear that
Good explanation, appreciate your hard work !👍 KEEP IT UP !
Wonderful, superb, fantastic, awesome, I have never seen such in depth analysis on any company, thanks a lot for all your efforts in educating investors, looking forward to get more and more such videos.
I would like to have Syngene analysis because after pharma run I believe it will be R& D turn to run
ua-cam.com/video/KLmxXSsk1pw/v-deo.html
Syngene analysis :)
Your delivery skills are outstanding!
Started watching your videos and started liking and seems very good analysis done. Appreciate it 😊
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In-depth analysis of the business and the underlying chemistry which is unique here.👌👏👏👏
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Great research. I had all financial info on this company but lacking business understanding. This video helped me to connect the dots. Thanks
Thanks for your kind words :)
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Awesome analysis, Sardarji!! You are doing good!
Methodical, to the point, excellent.
Extraordinary, Superb Analysis!!!!!
Negative pressure on margin will may compensate by increase in volume of sales and increasing other demand product prices having demand. also capacity increase also helps to reduce cost of product.
Video is very well analysed as usual. very good. chart of product and its derivatives would have helped to understand subject more easily.
Thanks for your kind words Basweshwar :)
Bhai best analysis he... Aisi analysis aaj tak nahi dekha kahi nai dekhi..
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Tusi great ho ji....such a wonderful and indepth analysis.
Glad you liked it Yash. Hope to add more value in your investing journey. Also, do read our latest blog- www.soic.in/course
That was a well presented analysis. Crisp & clear. You have good voice as well. Thanks for your contribution.
Thanks Sandeep :)
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Great insight from your analysis,keep it up.Waiting for upcoming videos..........
Thanks Anand :)
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Very detailed analysis, and keep continue the good work.
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Real knowledge by this guy🙌🙌🙌
Excellent analysis. Many thanks for sharing. I watched Suven Pharma analysis sometime back on your channel which was great and now this one is equally good. I am subscribing for more now :)
And in terms of picking from your options, why not do the all three. I am sure people would love all. :)
Good idea :)
Paaji thanks a lot🙏🙏.Excellent presentation.
Thanks :)
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Presentation is excellent
Entry barrier is USP of this script
Your information and referring some principles for mind mapping is very interesting,
Thank you for educating us
Thanks for your kind words :)
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Well presented and all aspects have been well covered also.
Thanks Jasween :)
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Great analysis from SOIC
Marvellous analysis(always)!
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Awesome awesome sir, the way you explain easily. Comparison between same two companies.
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Thank you. You are a real source of information and role model for stock investing. My opinion is that at the current valuations, there is hardly any margin of safety in the business. Most of the premium is being paid for the future prospects of the companies (Both Alkyl and Balaji) which no one can be sure of. Warren Buffet with two rules of investing also spoke highly of Margin Of Safety which I believe is lacking in these businesses at the current valuations.
If you find time, I would like to know your opinion on Oriental Carbon and Chemicals who is into the business of manufacturing Insoluble Sulfur. They cater majorly to auto sector which is cyclical in nature but they seem to have some pricing power. Similar to amines business, OCCL is the largest player in India and have good global presense too. But I am a little worried about the capacity expansions coming from other global players (Mainly China). Have you looked at this business ?
Under rated channel. Deserve more subscribers
Thanks for your well wishes :)
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I think Macellius CIO Saurabh should also see this analysis. Till now , everybody only looked at history of financials growth of alkyl amaines and but did not why . Now we know the reason and also how long this growth will go on. Extremely detailed, granular info. this deserves a million likes for the detailed analysis . Cheers
Greatest channel on youtube for fundamental analysis
We are grateful for your kind words of support and encouragement 🙏
Bhai bahut awesome pls make videos frequently and start giving hints as well as a recommendation
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Great work sir
Too good analysis,
Many thanks ji!
Thanks for your kind words :)
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I think balaji aminies has done more capacity then alky amines, which 1 is best in valuation?can u plz reply
Thank you so much for making this kind of video
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
As always a lot to learn great great work
Thank you! Cheers!
Good presentation growth of share not stated otherwise very nice
Very nicely explained 👍
Periodically we can add up lump sum.
Thanks Lalit :)
Very good video and research ..respect
Thanks Yogesh :)
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Deep insight I'm amazed one of the chemical is manufacturing for insulin.
Excellent explained
Dil jeet liya very good paji
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Hi SOIC, I saw this video a few minutes ago and blown by the detail you have covered on the company, product, capacity.
However, i thought you concluded on a bearish note. Can you do a follow up given that AlkylAmines has gone through the roof? why ? what happened? Thank you
awesome analysis
Good quality content. I see genuine info
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
Excellent analysis, I invested in Balaji amines and Indo amines. Both are given decent returns. 😀
Thank you for your in-depth analysis. Any suggestion if one wants to buy this stock now?
Since yesterday I started to watch your video and commented yesterday
I am just curious to know what is your background? It's very interesting for me as I worked in different industries including petrochemical and I am really fascinated with your stunning knowledge and execution
Fantastic video from thorough professional
Thanks Raj :)
LinkedIn Profile- www.linkedin.com/in/ishmohit-arora-401486147?originalSubdomain=in
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U r superb bro in your research n explanation 👍
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Very nice business analysis thank you so much bro
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Excellent analysis, for valuation s sales growth with 20% margin is good enoughough. Thanks
Thanks Arimardan :)
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Excellent analysis
Thank you sir.Realy a good stock.I prefer the point for holding period of 10 year, current high margins can be ignored provided sales growth is visible.It is a consistent compounder.Thank you sir
:)
Great Video
Business should drive valuations :this is an example , great analysis.
Thanks :)
sir .. recent me jo dekha usse lg rha hai ki..future me API me demand tezi se bedhne wali hai.. bcz of Aatmnirbhar bharat .
Very well explained …..thanks. Pls do Deepak nitrite analysis
I will go with the 1st camp. Pricing war can show up and margins could contract. In long run if an investor is looking to invest should look for better valuations to enter. Excellent, Brilliant analysis School of Intrinsic Compounding @Ishmohit Sir.
Thank you Gurjeev sir :)
Thank you Gurjeev sir :)
Great Sir👍
Excellent and impartial analysis. Keep posting. Would appreciate Deepak Nitrite next please.
Thanks :) , Video on Deepak- ua-cam.com/video/iKy_J-skqb8/v-deo.html
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Brilliant Analysis veere, looking forward to more such videos.
Thanks Nitin :)
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Good work.
Once again Thanks for a great analysis. I believe in India’s growth story, so Alkyl Amines will surely grow at a good pace despite margin compressions.
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Your analysis is excellent and very thoroughly researched. I would love to take more of your courses whenever I get some time. Unfortunately today I am very short on time. However I very strongly recommend your videos to any serious long term investor as his job of background research is nicely simplified by your painstaking and detailed analysis 👌🏼👌🏼. I love your concept of thesis pointers and the SWOT that goes with it. My deepest thanks to you for posting your efforts for everyone’s benefit.
Maine 200 me 100 share liye the
Wow, excellent analysis.thanks for that.
Please do analysis on deepak niterate, aartidrugs, HLEGASScote and IOLCP
Thanks. We recently came up with a video on Deepak- ua-cam.com/video/iKy_J-skqb8/v-deo.html
Great video with a detailed analysis sir
Keep it up 👍👍
Please make a video on mangalam organics
Thanks Chirag. Sure, stay tuned :)
Thanks for sharing paaji...deepak nitrite from the options given sir...I recently came across a micro cap xelpmoc...please check sir if it's worth doing analysis video on...it seems to be involved with latest technologies
Deepak Nitrite- ua-cam.com/video/iKy_J-skqb8/v-deo.html
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Excellent analysis 👍
Thanks for your kind words Raj :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
So nice❤❤❤
If we consider the trade relations with China the government is going to give boost to API and specialty chemicals segment hence the enhanced capacity will be consumed
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Very well worked upon
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Wonderful. Dr rk
The way u describe is osm sr
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Sir,
Would like see Deepak Nitrite business analysis.
Sir,
Your analysis is so great.
Thanks :)
Video on Deepak- ua-cam.com/video/iKy_J-skqb8/v-deo.html
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Good video, pls refer earlier concall where it was mentioned that purity of ACN from acetic acid is better than from acrylonitrile. Pharma industry very cautious about purity, quality for human consumption.
We have read the same, but prices will decline and revert to mean i.e. 150-155 per kg
We can't predict when, but it will in all likelihood happen. That is how they have moved in the past
Great analysis dear friend.
Thanks :)
Hle. Glass coat ka karna I think it's belong to same.sector where gmm pfaudler is.operating something.is cooking there
Quality video
Just liked and subscribed. Nice channel.
Thanks for your kind words :)
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Eti research ap konsi website sa milti
Thnk u soo much sir....
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Well defined sir.....
Thanks Prabha :)
Very interesting keep it up
Thanks for your kind words :)
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Great information sir
Glad you like it! Hope to add more value in your investing journey :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thank you sir, your vides are very good... sir plese share the video on Divis Laboratories And Deepak Nitrate
Thanks for your kind words :)
Deepak- ua-cam.com/video/iKy_J-skqb8/v-deo.html
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I must thank You, as your analysis is thourough, u expalin almost every aspect of the company, the whole jnformation needed to invest..Thanks
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Great analysis 🙏👍
Thanks Abhishek :)
Excellent what a video i didn't see like this explanation anywhere, great but please speak in English it can reach more people.
Am expecting a video on Transpek(specialty chemicals),Jyothi labs(fmcg) is appreciated.
Thanks
Thanks Swarupa :)
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GUJARAT PIPAVAV PORT पर दे सकते है एनालिसिस??
Please make a video now of this stock
Good information your channel is very good source. Your view about Diamines&chem listed in bse is please?
Thanks Vikram :)
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Syngene International...
I believe, we should avoid Alkyle Amine due to economy of scale.
I appreciate the video of Alkyle Amine. Thank you.
Please check out video on Syngene- ua-cam.com/video/KLmxXSsk1pw/v-deo.html