WHY I PURCHASED SUDARSHAN CHEMICAL | PIGMENT INDUSTRY ANALYSIS

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  • Опубликовано: 30 окт 2024

Комментарии • 34

  • @ScientificInvesting
    @ScientificInvesting  Год назад +2

    Dear All, Please note that the video is complete video from analysis perspective. We record these videos through live session with our PRACTITIONER members where my presentation is followed by Q&A. We have not included the Q&A section (we do not do). Thats why it seems so as while I could finish last line, one of members unmuted to ask questions. To know more about our PRACTITIONER membership (financial year end discount is on), please check here: learn.scientificinvesting.in/learn/SI-PRACTITIONER-MEMBERSHIP
    Also, we are doing a 8 hour deep dive on IT sector in detail, to attend the deep dive, register here: rzp.io/l/BNrRKEt4A

  • @ayushchandak8439
    @ayushchandak8439 Год назад +1

    Great Effort to explain each point🙌. Thank you, keep work and the video comming 😄.

  • @veerushiva58
    @veerushiva58 Год назад

    Great Analysis and simple to understand .. Thanks

  • @suhasmore9567
    @suhasmore9567 Год назад

    Great analysis.All angle covered.

  • @pankajmalik6388
    @pankajmalik6388 Год назад

    Nice presentation & subscribed now

  • @legalmatters702
    @legalmatters702 Год назад

    Great video for education

  • @akrstudio8330
    @akrstudio8330 Год назад

    Superb analysis.

  • @bhuvanahujaca
    @bhuvanahujaca Год назад

    Indepth Analysis....Superb 👍

  • @ankitagarwal9502
    @ankitagarwal9502 Год назад

    very nice explanation

  • @RAKESHKUMAR-cm7op
    @RAKESHKUMAR-cm7op Год назад

    Great detailed analysis

  • @btw143
    @btw143 Год назад

    Very informative

  • @shaikabdulmugni5416
    @shaikabdulmugni5416 Год назад

    really valuable, it would be great if you can attach the excel sheets & ppt along with the video.

  • @PurushothamGovardhan
    @PurushothamGovardhan Год назад +1

    Good analysis. But it is very clear that demand has softened both in India and abroad. The huge capacity addition is going to be a pain in a slow growing industry for next 5 years. Earlier high demand and margin was due to inventory stocking due to covid led logistics disruption. The management themselves says they got it wrong and the said 3500 Cr will take 5 years to materialise and that too hopefully. Competitor "consolidation" will lead to more price competition but how are saying competition "exit"? Unlike paint industry this one is unfortunately cyclical, has margin volatility and has no control on RM, antidumping dynamics.

    • @ScientificInvesting
      @ScientificInvesting  Год назад

      Thanks Purushotham. The exit of top 2 companies is in public domain and I have highlighted the same. The whole analysis of 20+ years was only to highlight the cyclicity of business. There is nothing which is not cyclic, extent differs n this one is highly cyclic as highlighted

  • @kittymalhotra6445
    @kittymalhotra6445 Год назад

    Superb

  • @aniljanghale4381
    @aniljanghale4381 Год назад

    Wow content

  • @mayankmakkar4126
    @mayankmakkar4126 Год назад

    When pigments industry will grow at 3-4% CAGR and Sudarshan is already 3rd largest player globally, don't you think there is less scope for increasing revenues (despite cyclicality) and sustaining a revenue growth? Further, the large global players who have "sold" their capacities, it clearly means that capacity is still there but with someone else. It has not been destroyed. So wanted to ask your opinion on these aspects with respect to mainly future run-rate? Margins can revert, yes but what about revenue growth considering the above concerns?

  • @harry6161
    @harry6161 Год назад

    With selling of new property, what can be its implications?

  • @iamasimplefinancialequityenthu

    You make excellent ppts , how you made them

  • @pratikjain1310
    @pratikjain1310 Год назад

    Why stock is in continuous uptrend jus before the release of vdo.....is it informed circle buying????
    Like similar happens before any SOIC vdo uploads

    • @ScientificInvesting
      @ScientificInvesting  Год назад +1

      I already presented this stock during Feb at one of national investing forums. One of big investors of this stock has been buying from last 2 quarters. Please check relevant data for the same

    • @pratikjain1310
      @pratikjain1310 Год назад

      @@ScientificInvesting okay...thnx for clearing the doubt

  • @vijaygehlot1699
    @vijaygehlot1699 Год назад

    👌👌

  • @akhilgoel2223
    @akhilgoel2223 Год назад

    Great analysis, but seems incomplete video

  • @darshangala6486
    @darshangala6486 Год назад

    Where can wee see the full video?

  • @cristianouzumaki2455
    @cristianouzumaki2455 Год назад

    Why not Dynemic Products ?

  • @rangadhardas6815
    @rangadhardas6815 Год назад

    Sound is very slow. Not audible. That's why I skip it.

  • @akashchoudhary502
    @akashchoudhary502 Год назад

    Can we get the ppt

    • @ScientificInvesting
      @ScientificInvesting  Год назад

      We do not allow PPT for download. However, PPTs are available for viewing and excels for downloading in our PRACTITIONER membership

    • @akashchoudhary502
      @akashchoudhary502 Год назад

      @@ScientificInvesting ok

  • @arpanbhattacharya7168
    @arpanbhattacharya7168 Год назад

    First comment