I Studied A Tata Giant and Found This! A hidden Gem from Tata's? Tata Chemicals Business Analysis
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- Опубликовано: 2 сен 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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📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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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!
Very great to see some one so genuine after a long long time here
wishing you and your team greater laurels and success
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.... 🙏🙏
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
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.
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. 👍👍
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.
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
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
Thank you so much for this research and detailed video. This is incredible stuff. Kudos to you and team... 👍🙏 Loved it !!
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
Kudos to your hard work and insightful analysis.. More power to you and your team 💪💪
Thank you so much 😀
Ishmohit Ji... Really loved your analysis of Tata chemicals...Great Hard-work from your side , hatts of to you 🙏
Very good video . You provide enough insights into all the aspects of the industry. Keep it up .
Loved it , huge information about the sector and organization, thank you for you efforts
Killed it buddy. Loving the fact that quality of content is just increasing with every new video.
Genuine Gem, imparting knowledge unbiasedly & absolutely free. Thank you.
Which stock he suggested?
We are so grateful to Ishmohit
Thanks
Indeed!!!
Great work, better to invest in Tata consumer because synergy between Tata chemical and consumer
Very nice analysis.. loved the way you presented .. Keep up the good work .
As always, I loved it. Thankyou, SOIC team.
Kudos to the first type sentence it shows hard work of SOIC ....I like directly reading it before starting of video👍
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 :-)
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
That's the way, how you actually analyze the business. Heads off🙌
Appreciate the details you mention in your research.
Very nice analysis. Thanks a lot for make us understand about tata chemicals.
Very well researched video as usual. Thanks a lot for a very detailed analysis.
Very detailed analysis. You are great. I have not seen anyone else presenting information in such detail.
Glad it was helpful!
We are grateful to have this genius❤
I want to tell you that your moat of this channel is your depth of knowledge and the details of the industry which you bring in your videos. I highly suggest stick to the long form content no one is doing that that is your USP. Don't go for the short form content. Love and admire you work paaji ❤
Loved it
Thanks for sharing this thorough research.
The Great Hard work can be seen from the analysis. Outstanding Work.
loved the detailed analysis... Wish had seen earlier and hoping to see more of these to come... much better than those who cover few companies with half baked info
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Great job sir please keep continue to guide us for investment knowledge....
Great efforts 👍
The results are worth it.
I am a beginner so all your videos r very good 👍 . Thanks for explaining in such simple language
You are a champ... You are making the best content that is useful for understanding the companies as well as stock markets
Great Research brother !. Grateful 🙌
Thanks to u n ur team for helping us
Keep up the good work team.
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 Legend , keep it up
The amount of time and research you put in is just amazing
Thank you so much 😀
Waheguru ji da Khalsa waheguru ji di fateh !!
Keep up the good work bro this video really helped me a lot
Loved it. You are helping me understand business analysis and MOAT which is going to help me in my CFA Journey, Thanks.
Glad it was helpful!
Really loved the video i am invested in tata chemicals since 2010
Really slow but consistent growth is there gives good dividend also
Thanks for the video, you have covered almost everything about the company.
You are an institution in itself. Thanks for your thorough analysis.
Great !
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!
Lucid , well researched! Thanks!
Once again deep research and wonderful analysis.Keep it up Ishmohit.👍👍
Thank you so much , you allways share amazing insights
Attractive valuations
Asian Granito Rs.67
Great valuations compared
to Kajaria,Cera 6PE
Promoters increasing stake
Sterling & Wilson
Mukesh Ambani Solar Co Rs.298
Promoters holdings 75%
Apollo Micro Sys.
Low valuations Defence Co Rs.148
All time highs 480
Promoters holding 59%
Thank you brother for sharing your study🙏
Loved the video, great analysis
alternate thesis and anti thesis pointers and succint conclusion was 👌..Loved it
साबजी, आपकी मेहनत रंग लायेगी। लगे रहो।
Sincere efforts put in the analysis. Good one.
Very detailed and insightful analysis. Appreciate SOIC efforts.
Very detailed and informative analysis.. thanks for sharing.
Great job Ishmohitji Thanks.
Appreciate your efforts to educate us
Very nice and imparting very good knowledge to investors 🙏🙏🙏
Very good and detailed information you have give. Thank you sir.
Appreciate the effort input in
Thumps up for your hard work
Can you provide only SOIC Intensive Course.
If you provide then it great help to many.
Happy teachers day Ishmohit. You are a true teacher and guiding many of us
Loved it
Great work ❤️
Loved it ❤.
As usual great effort, great explanation & knowledgeable video.
Thanks
Loved it. Thank you for the detailed analysis.
Great holistic analysis. Very much loved it.
Loved the analysis. Specially the way thesis and anti thesis points described in the end.
Glad to hear it!
Study tata z company nelco....it's also a hidden gem ...the government defence policy will also boost it
Very good video and analysis of tata chemicals.thank you sir
Loved it. Detailed Coverage...
Well explained!
Now a days use of flat glass in balcony if newly constructed houses, flats has increased multi fold.
Loved the video
hats up bro.. thank you again.. you nailed it..
Fantastic Ishmohit. The process you follow is simply superb
Very impressed with your study and content ! Pls keep doing this. Thanks.
🤲👍👍
More to come!
An interesting analysis Ishmohit. Keep up the good work Ishmohit and Team.
Hats off to you and your team. You really work very seriously to analyse the companies.
Thanks a lot Sir 🙏
Thanks a ton
Just love your videos Sir 🙏
Nice details bro. Only person who will highlight the risk with company along with the detailed explanation. Can you please send me your Tijori Finance watchlist link of full companies (Retail+Manufacturing). Thanks, keep rocking as always..
Great work ...Kudoz to the entire team ..
Bhaiya aap ka hard work ko salute hain . I love your evry session I watch ❤️
Useful information you are providing which will help investors before selecting a stock
Happy teacher day sir🙏
Sir please create second youTube channel and post small video on that
Hats off to your detailed analysis
Very informative, loved it
Well done . Good job
Thank you very much… loved it
So much hard work. Thank you
Excellent analysis and content
Presentation is very very goooood
Thanks a lot
Great SOIC Team. Love your research, Anslysis and highly impressed. ❤️❤️❤️🙏
Glad you enjoyed it!
fantastic analysis. I would have neglected this stock, considering the sales growth year after year. I would keep in watchlist. But still the SSGR is very low, I feel that they cannot grow at rapid rate without bringing more debt. Kindly advice
I agree
Happy teacher day sir