Chemical and Pharma Sector Current Outlook | Sajal Kapoor | Aditya Khemka | Ishmohit Arora
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- Опубліковано 14 лип 2024
- Chemical and Pharma Sector Current Outlook
Join us in this insightful UA-cam video as we explore the captivating world of the chemical and pharmaceutical industries. We'll uncover crucial aspects shaping their current scenario, including valuation, raw material processing, China's global impact, backward integration, hospitals' role in healthcare, and innovations in dye industries. Don't miss this informative journey into the heart of these dynamic industries! Like, subscribe, and join the discussion!
Audio Chapters 👇
00:00 Intro/Disclaimer
01:02 Overview of Chemical Sector (Kenneth Andrade Note)
12:28 India businesses which likely to benefit from the Chinese situation Lower prices of KSM and other KPIs
16:33 Dye Industries (Low Demand and excess capacities)
20:03 Chemical Sector Overview From Ishmohit Arora, SOIC (With Case Studies)
25:09 Valuation | DCF (Sajal Kapoor)
29:54 View On Pharmeasy
32:54 Ibuprofen And Para (New Manufacturing Way)
35:44 Speciality Chemicals
44:53 Vishnu Chemicals Business
48:03 How to Read Pharma Export Data | Syngene
53:57 Medanta Hospitals & Rainbow Hospitals
59:39 View on PAP Companies (Para Amino Phenol)
01:02:15 View on Granules Business (Why Sajal Sir reduced position)
01:07:26 Valuation Comfort in Other than Pharma & Chemical Sector (Selection Criteria)
01:13:48 Valuation-wise comfortable Sector (Ishmohit Arora)
01:19:45 How to play cyclical (Kenneth Andrade), Books Recommendation
01:24:08 View on Aarti Industries & Aarti Pharma
01:30:25 The Five Rules for Successful Stock Investing
01:31:25 Conclude
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Such informative videos you are posting Prince which are too helpful for retail investors. Gratitude to you, Sajal Sir, Ismohit.
Thanks..please share with your friends & family. Let's all grow together 🤝
Certainly I ll and continue growing the chain (reaction).
1:27:38 Sustainability, Industry 5.0, Biotechnology (Long range investment themes)
"jyoti bani jwala"..is what people are doing now adays..very true...good one sajala sir
Very informative session. Thanks for sharing your knowledge, god bless you all!
Our pleasure!
👌👌
Very Valuable session. Thanks for the same sir
Welcome
Ishmohit. Great answer for Rainbow. You visit b4 investing 👌🏼
thanks prince for all the help....as always....nothing to say about geniuses
Always welcome
Thanks
Thank You!
As always ATI UTTAM session.
Thanks again
Thanks Prince
Welcome
Correction on Aditya statement while discussing baby birth and citizenship.. it's not always the way the citizenship is birthright.. just because a baby is born in a country doesn't entitle it to be a citizen of that country.
Please share the link, would be happy to correct.
What a gold mine this is!
Thank You
With what Sajal sir said, can I say good days for companies like Gland Pharma which were floundering post Covid pharma boom
Focus should be understanding the process, call on company names should be your individual choice
🙏
🙏
Good session ❤
Thanks
Chemical sector is going to be the sector of decade in my opinion ❤
Prince if you kindly mention date of recording it will be very helpful
Video getting published in 1-2 days so you can get an idea from the Published date
40:50 which 2-3 players have already cracked that gas? srf?
Plz keep auto generated English subtitles ON prince bhai..... while uploading
It's Already On !
@@accidentalinvestorprince its now visible on ...thx prince bhai
🙏
Ishmohit was referring to mechanical sealing company. Which one is that ?
Sealmatic
No. It’s Krischika ! Did some research to find out.
What about Nitrate businesses like Deepak and Balaji 😢?
One simple thing around news is china is dumping cheap rate chemicals. So producers of base level chemicals suffer. Consumers of these chemicals are in favour. Fmcg producers. Pharma.
Good morning
Morning
🥰😇🥰🥰🥰🥰🥰😇😇😇😇😇🙏🙏🙏🫵🌟🌟🌟
Thanks
जब आपको अंग्रेजी बोलना नहीं आता तो काहे दुख पा रहे हो
You can speak in Hindi also
जी श्रीमान, थोड़ा आप सिखाने का प्रायस करें, हम सीखने की चेष्टा रखते है!