I Studied A Tata Giant and Found This! A hidden Gem from Tata's? Tata Chemicals Business Analysis
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- Опубліковано 2 вер 2022
- I Studied A Tata Giant and Found This! A hidden Gem from Tata's? Tata Chemicals Business Analysis
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SUB: TATA Chemicals: What I found in this TATA Multibagger (Soda Ash Industry Explained)
Took 50+ hours and 12 days of research for making this video
“Quality is not an act, it is a habit.”
- Aristotle
Greetings from SOIC!
Dear Tribe Members, we often read businesses bottoms up and try to analyse the competitive advantage. However, sometimes we can get a much better idea about the competitive position and trade advantages of an industry by looking top down and studying the peers. We saw a similar situation emerging in the business we are going to cover in this video. The industry seems to be a commodity sorts, still most players in this industry are commanding good sustainable margins. The nature of the industry is slow growing and still the dominant players are consistent with a lot of entry barriers built in. To cover this business we have tried to cover the whole industry of Soda Ash. We studied the peers from domestic as well as international markets.
We will learn about the history of TATA Chemicals and how it emerged from the stable of so many wonderful companies under the TATA brand. A deep dive detailed analysis is being done of the Soda Ash industry to understand why the margins persist in this cyclical commodity based industry. In an intuitive way we list all the thesis and antithesis pointers. Most importantly we have covered the near term triggers and even more importantly we have covered the risk we foresee in this peak environment.
Hope you will appreciate the deep research and effort that has gone into making this video. We thoroughly enjoyed it and wish to keep adding value to your investing journey. See you inside the video.
Business Analysis - Tata Chemicals Ltd
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Very great to see some one so genuine after a long long time here
wishing you and your team greater laurels and success
Good analysis 👍
I started buying TCL in 2008 and added through 2020. Very good returns, trusted management and stable business.
I got my exams tomorrow, Added this video to watch later. Can't wait to complete this video!
I have no words to explain how much you are helping to the Indian younger generation who is interested in investing...it's like we can't buy this kind of knowledge even at infinite cost...looking forward to meet you in person...you are much younger than me but kind of knowledge you hold amazing... keep going...truely admire you.... 🙏🙏
I appreciate your hard work for common investors like us. It enhances our knowledge.
Loved it.
Just appreciate your work for making a common man grow his income.
Once again you nailed it Ishmohit.... Great analysis. I am quite hesitant to invest in this company due to debt. But now I have to read it once again
Thank you for in-depth analysis and covering all aspects of soda ash.
I will remain thankful to you to provide the quality content as always.
Thanks for everything. 👍👍
Just love to see how much detail you put in these videos.
Tata Chemical is one such stock that I started to have a position in the last 2-3 years have been a 2x for me if I include dividend and stock growth.
1) The thesis at the start for me was just the EV battery plans and that also start to change looking at just recycling and after understanding their core chemical over this period it looks more like a way they start to scale salt will do the same with battery recycling could be a great addon so this has made from a sole reason to a better growth reason for me.
2) I personally have been able to study this bulk commodity chemical and still missed some points like the competitive edge and barriers to entry was just seeing it as a normal commodity with good long-term demand but the whole thesis of long-term payback makes it more clear how this business could be more resilient then I thought it truly is.
3) Personally have started to exit or at least trim the position also.
Reasons for exiting or trimming the position
Thematic stocks will perform good only in certain periods... correct entry and exit is more important than choosing a good stock
Makes sense!
That's where Technical Analysis comes in. Tata Chemicals bounced off of its channel support with Huge OI addition & RSI Divergence while Anchored VWAP indicated stock was undervalued. This was approx. two months ago, now we all know at what price TC is trading currently.
As always, I loved it. Thankyou, SOIC team.
You are definitely revolutionising the investment habits of the retail investors. Ur videos are greatly helpful in understanding the industry, sector and company. Keep doing the good work 👍👍
Happy to help!
Like it
Loved it!
@@SOICfinance sir please make video on Bharat Electronic Limited
Genuine Gem, imparting knowledge unbiasedly & absolutely free. Thank you.
Which stock he suggested?
Ishmohit Ji... Really loved your analysis of Tata chemicals...Great Hard-work from your side , hatts of to you 🙏
We are so grateful to Ishmohit
Thanks
Indeed!!!
Excellent video, you are really helping retail investors, who are mostly impatient in holding gem stocks , this is multibagger stock, must keep for 3 years
Kudos to your hard work and insightful analysis.. More power to you and your team 💪💪
Thank you so much 😀
Very nice analysis. Thanks a lot for make us understand about tata chemicals.
Loved it , huge information about the sector and organization, thank you for you efforts
Very good video . You provide enough insights into all the aspects of the industry. Keep it up .
We are grateful to have this genius❤
Thank you so much for this research and detailed video. This is incredible stuff. Kudos to you and team... 👍🙏 Loved it !!
That's the way, how you actually analyze the business. Heads off🙌
Appreciate the details you mention in your research.
Very nice analysis.. loved the way you presented .. Keep up the good work .
Killed it buddy. Loving the fact that quality of content is just increasing with every new video.
Loved it
Thanks for sharing this thorough research.
Learning in Simplest way, its Deep study. The way you use look like you are our friend, and we know you since long. Thank you so much
Kudos to the first type sentence it shows hard work of SOIC ....I like directly reading it before starting of video👍
Lucid , well researched! Thanks!
The Great Hard work can be seen from the analysis. Outstanding Work.
साबजी, आपकी मेहनत रंग लायेगी। लगे रहो।
Great job sir please keep continue to guide us for investment knowledge....
Thanks to u n ur team for helping us
Great work, better to invest in Tata consumer because synergy between Tata chemical and consumer
Very well researched video as usual. Thanks a lot for a very detailed analysis.
Appreciate the effort input in
Thank you so much , you allways share amazing insights
Great Research brother !. Grateful 🙌
Loved it!
Unseen sir , recently mentioned vaguely in his tweet about some chemical for tyres , i took it as HDR Silica since I am following TCL from 2021 beggining, was expecting more on it. I liked video so much , many things which I wasnt aware , built my conviction more :-)
Thanks for the video, you have covered almost everything about the company.
You are an institution in itself. Thanks for your thorough analysis.
Great !
Keep up the good work team.
Appreciate your efforts to educate us
Loved the video, great analysis
Thank you brother for sharing your study🙏
Waheguru ji da Khalsa waheguru ji di fateh !!
Keep up the good work bro this video really helped me a lot
Great job Ishmohitji Thanks.
Loved it
Great work ❤️
Very good and detailed information you have give. Thank you sir.
Great efforts 👍
The results are worth it.
Thumps up for your hard work
Well explained!
We are highly grateful to you
Very detailed analysis. You are great. I have not seen anyone else presenting information in such detail.
Glad it was helpful!
Sincere efforts put in the analysis. Good one.
Now a days use of flat glass in balcony if newly constructed houses, flats has increased multi fold.
Once again deep research and wonderful analysis.Keep it up Ishmohit.👍👍
Keep providing such valuable learning
Great holistic analysis. Very much loved it.
Very nice and imparting very good knowledge to investors 🙏🙏🙏
Hats off to your detailed analysis
Thank you very much… loved it
Loved it. Detailed Coverage...
Very informative, loved it
So much hard work. Thank you
Very detailed and informative analysis.. thanks for sharing.
Very detailed and insightful analysis. Appreciate SOIC efforts.
Loved the video
Happy teachers day Ishmohit. You are a true teacher and guiding many of us
hats up bro.. thank you again.. you nailed it..
Great work ...Kudoz to the entire team ..
I am a beginner so all your videos r very good 👍 . Thanks for explaining in such simple language
Loved it. Thank you for the detailed analysis.
Loved it!!
Strongly loved it.
Fentastic Analysis, I would add on a point of sustainability concept to produce unique by-products from the waste out of their main product that i. e. Soda ash and salt.
You are a champ... You are making the best content that is useful for understanding the companies as well as stock markets
Very good video and analysis of tata chemicals.thank you sir
Besides the output or value of this video, first I want to recognize your hard work to put this together. The video itself is a gem, very good. excellent analysis.
Wow, thank you!
You are a Legend , keep it up
The amount of time and research you put in is just amazing
Thank you so much 😀
Real and actual analysis with proper logic. I like and follow.
Fantastic Ishmohit. The process you follow is simply superb
Absolutely fantastic
Well done . Good job
alternate thesis and anti thesis pointers and succint conclusion was 👌..Loved it
I love ur in depth research ,
Loved It...!!
Useful information you are providing which will help investors before selecting a stock
Hats off your analyses, thanks for video
Loved it...♥️
I have been studying tata chem from last 1 year and continuously adding ... wonderful
loved it bro. keep it up.
Loved it bro
Very good and thorough analysis
Just loved it
Grateful buddy 😊🙏
Thanks for the detailed video 🙏
Loved it.
🦁❤️💐🙏🏻
Loved it 🤘