Breaking Bad with the Chemicals Sector
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- Опубликовано: 4 окт 2024
- FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Visit this link to know more about FOF, and subscribe...ppfas.com/subs...
Chemicals Sector has been a wealth creator over the past decade. At our May 2019 FOF, Raunak Onkar speaks about how to analyse Chemical Businesses, the tailwinds & challenges ahead for the Industry.
Please find the PDF Slides here: bit.ly/2VMVUkv
FOF Members in Mumbai can watch it live in person. We also livestream the event in Delhi & Bengaluru. If your'e in Delhi & Bengaluru & wish to attend in person, please write to us @PPFAS (Twitter) or mf@ppfas.com to know about how to attend our livestream.
Great presentation sir 👍👍 clarified a lot of doubts and gave me a lot conviction about the stocks that I am holding
Came here after your speciality chemical webinar
I thought it's a fake account of soic😂😂
I can only see further since I am sitting on the shoulder of the giants. Keep learning from everyone! PPFAS team is doing superb 👍💯💯
@@SOICfinance wow, looking back it all makes sense now 👏
@@TheBanterCity 10000
i sold the right side of my earphones after listening to this audio
It's actually an OS thing. Works like a charm on my android phone and my Mac laptop but not my ipad.
@@sahil_vi It does not work as stereo on my Android phone. Maybe my OS can't handle it.
change sound settings to play stereo audio as mono.
This is a Gem of a Lecture/ Presentation and a handful of people know about it.
Rounak, I loved the way you related the theme to Walter white. The overall presentation on the sector,references to some good books and insights were amazing Always a pleasure listening to you . Thank you yet again for the efforts and time .Your presentations are entertaining and informative !
Audio on headphone only from left side, not comfortable.
Please use nice mic OR convert video with stereo audio
Thanks for your feedback. Yes, stereo audio was an issue for this particular presentation. However I listened to the audio on speakers & headphones, the clarity is good. Will improve on this.
Raunak Onkar Thank you for acknowledging ,I found voice to be clear & loud but stereo on headphone was making it uncomfortable however I watched this video without headphones on my laptop.
Agree, I also faced this issue. Volume on left side of headphone was harsh. But a very good presentation. Thank you
I was looking for new headphones after watching this video. But the comments saved my money.
Next rajeev thakkar in the making!.proud to be Ppfas investor
it was a clear tailwind.. i was in 4 of them 3 were 40 baggers.. only amount invested was not much.. and i am a total market novice.. they should have done better as professionals
Essentially if you have identified a good stock based on your analysis.. you need to invest a meaningful amount.. and stay the course.. if the ecosystem supports you .. means the market takes a fancy to your stock.. means you have made a good hit !!
wish i could have this 2 years ago, now im 20 wasted my precious 2 years😭
Me too.
Excellent work Raunak . Small point, we Indians think fast, and speak fast too. Might be if Indian in you can slow down to 0.9x. ;)
Thank you for watching. Valid input. Thanks for the feedback. I do tend to speak very fast.
:) what a wonderful webinar
I wanted to understand, how to best predict operating leverage existing in a business?
excellent......point to point and easy to understand.......great work. highly appreciated
Dear @ppfasmf team this video has some sound problem. I am not able to hear anything
I see so many good remarks about this video... Am I the only one who cannot hear a single sound of this lecture?? 🤔🤔🤔
Thx for the useful inputs along with the supply chain concepts in chemical industry.
Thanks
Hello Ronak, great presentation. Ignore the critics. One question: Which IPO prospectus you are referring to in the video in order to understand the Indian chemical industry?
Good presentation Sir...can you please suggest some good stocks to invest now
Hey PPFAS Team great work there. I have a request can you set-up FOF in Pune just like you did in Bangalore and Delhi this time and have live telecast for participants from Pune .
Hi. We could do that if 15 or more subscribers are willing to attend.
This is a great presentation good work man.💯🤷🤷💯
Thank you🙂
Chemical sector stocks are booming from 2020.Did PPFAS miss this sector.
09:00
17:25
19:35
Let me say here and speaker would agree - 1st time chemicals enters in our life is in the form of Pharma industry. Basically its Chemical industry - but after putting cover of health, its valuation goes up! So chemistry is in our life since many decades. Derivatives started later. If people know, certain industrial zones which are running several SME and always been punished or in news due pollution, is this industry as many of them has this as inbuilt outcome, and there goes regulations many countries go with. US and others banned so many such chemicals manufacture in ow country and preferred to make it in China, India etc... !! Understand. This, and you also push developing countries to sign kyoto or Net zero kind protocol. Today many patents are deliberately owned by west world even if the R&D was from India or Indians and we pay huge money to them. .... YES Chemicals are not vast- BUT a Complex subject!! So there is term called Chemical Locha... By the way- you are mixing Chemicals with Petrochemicals. Olefins are still feedstock petrochemical produced from upstream industry products like Natural gas, Ethylene, etc- which are petrochemicals. Once you use these to make further new products they can be called specialty chemicals. Petrochem products are major raw materials for downstream or specialty chemicals. YES, we Indian are lazy to get patents as they lack funds also for R&D, hence chemistry remains in lab only, do not get commercialized!!Finally in terms of Market- eg. A Share of a Paint/coating industry can be cheaper than those chemicals or small intermediates being used to manufacture it... ...... ....sasodekar at gmail dot com
Simply superb... Thanks raunak
THANKS FOR NOT MAKING CHEMICAL LOCHA .............NICE PRESENTATION
Good presentation sir
I don’t know what others are being so negative about . I learnt a lot , thanks @raunak
People who can't contribute anything can only make unsavoury comments.
Just crabs being crabs. Ungrateful fools
True! Its not easy to make all info together to present in short time. he did great. Deepak Nitrite or etc were missing...but still was great show and highlight.
Great Video Sir! Keep enlightening us like this:)
Thank you for the session!
Thank you so much sir 🙏👍
great presentation !! thank you so much for your effort
second last question could have been better
The audio is missing
Nice video sir. Maja aaya.
Very well explained. 👏
Good one Raunak
What’s the name of the company that made 54% CAGR 10 years (mentioned at 38 min on this video)? Thanks
Pidilite
sabyasachi sadhu nope. It’s PI industries
PI Industries
Audio is poor no use in uploading a Vedic like this
Pls handi
Pathetic audio... Voice is not at all clear.
VERY BAD AUDIO
Thanks for your feedback. Yes, stereo audio was an issue for this particular presentation. However I listened to the audio on speakers & headphones, the clarity is good. Will improve on this.
Thanks for your feedback. Yes, stereo audio was an issue for this particular presentation. However I listened to the audio on speakers & headphones, the clarity is good. Will improve on this.
Rajeev Thakkar's talks are better.... Don't pretend to be smart always Mr presenter
Yes I agree, Rajeev's talks are awesome. Thanks.
How ungrateful !!
@@oraunak You did very well I enjoyed it.💯
Dont be mad, be even.
-John F. Keneddy
If you treat your audience like trash ... I'm sorry.. stopped watching
Thanks for your feedback. Hope you can clarify what you meant by my treatment of the audience. The topic is very dry but very interesting too. There's no other way to introduce such a complex topic and also keep it engaging for the audience without adding a bit of humour.
Hi Rounak, sorry for the harsh words... My suggestion- I will use the words of Mr Thakkar- All these gyan is Okay but how we can use them... All the questions that were asked were genuine to an investor point of view... You have to shape your talks considering the kind of questions that were asked... This was a ppt for investors not a science class... And obviously there are obviously many people in your audience who made no money or even lost money in the market after knowing more chemistry you taught in the seminar.... There should be specific objectives of FoF talks and your talks must align to those objectives... And if the objective is to teach science then change the name to " Science awareness forum" instead of Financial opportunities forum....
I'm sorry for the harsh words .... Just added these more words because you asked for feedback.. as freeloader watching on RUclips I don't have rights to say these ... But I am invester in your fund
@@saikatghosh90 thanks for sharing your opinions. You clearly know more about this sector than I do, I'll wait to watch your video/blogpost on chemicals sector and the companies in this field. I may not know as much as you do and I presented my version of what I understand. I can't talk about things I don't know well. Pattern recognition is an important aspect of investing and until we know what patterns exist we won't be able to put them in an investment framework. That was the only motivation behind the video. Whereas how to use the contents of the video - now open any chemical company annual report and try recognising patterns to see which business has a better chance of succeeding.
If you can make great content go ahead nobody stopping..!!
@@oraunak, that's a good response to a random angry guy on the internet. If @saikatghosh90 knows more about this topic, he should make better content on post it.