Thread by @WealthEnrich

💫Chemical prices are spiraling big time led by supply disruption & power disruption in china and also high demand by base industries.

💫Following 20 Chemical manufacturer's #stocks could benefit from this jump up in short to medium term. #stockstowatch

Short 🧵.......

→ Prices of 'ABS & Polystyrene' have shot up by 38+% MoM on account of supply constraints due to logistical issues.

Potentially beneficial to #stocks like :

💫INEOS Styrolution,
💫Bhansali Engg,
💫Supreme Petro
& others.

→ Prices of 'Vinyl Sulphone' up by 40%+ & 'H-Acid' up by 62%+ M0M, due to demand recovery & inflated raw material prices

Potentially Beneficial to #stocks like :

💫Bodal Chem
💫Shree Pushkar Chem
💫Bhageria Ind
💫Kiri industries
& others.

→'Caustic Soda' prices are up 25%+due to strained supply chain.

Potentially Beneficial to #stocks like :

💫GACL
💫Chemplast Sanmar
💫 Tata Chem
💫Andhra Sugar
💫DCM Shriram
💫Gujarat Fluoro
💫Mehgmani
💫GRASIM
& many others.

→Acetic Acid & Ethyl Acetate have gone up 11%+ & 4% respectively.

Potentially Beneficial to #stocks like :

💫GNFC
💫Laxmi Organics
💫Jubilant Ingrevia
& others

→ 'MDI' prices are flat MoM but continue to remain elevated supported by healthy demand & prices may go further up in near future.

Potentially Beneficial to #stocks like :
💫BASF

→Various grades of 'Refrigerant gas' prices have gone up between 4 to 7% MoM due to better demand scenario.

Potentially Beneficial to #stocks like:

💫SRF
💫Navin Fluorine
💫Gujarat Fluoro.
& others

'PVC Resins' & 'Paste PVC' prices are on a steady rise since 2 months

Potentially Beneficial to #stocks like:

💫Chemplast Sanmar
💫DCM Shriram
& others.

At CMP these 6 are surely the #stockstowatch
1. #BASF
2. #TataChem
3. #DCMShr
4. #JubIngrevia
5. #SRF
6. #LaxmiOrg

Reasons:
~Diversified product range
(value added specialty products in their kitty )
~Stronger fundamentals
~Decent Scale
~Consistently growing
~Management quality