💫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

• • •

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More from @WealthEnrich

3 Oct
12 Trend Tweets : 12 Life Hacks !

#wealth #money #wisdom !!

Short 🧵 ...
1. @BrianFeroldi 💫

"In the beginning, the savings rate is all that matters.
After a few decades, investing returns are all that matters".
2. @WealthInc247 💫

"If it is important to you, you will find a way.
If not, you'll find an excuse."
Read 13 tweets
1 Oct
'Am I overthinking this' ~ @TheRialMichelle

💫What an awesome quick picture #book with relatable quips. It’s about searching for answers for things that don’t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your ☕️or🍵 for an easy read...
🧵...(1/10) Image
→ Its never too late to Start !! Image
→ "In great attempts, it is glorious even to fail” Image
Read 10 tweets
16 Aug
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

👉🧵
Read 4 tweets
26 Jul
Many #investors are loosing patience as #ITC is not generating returns since a few years.

Lets get the bigger picture

Can you imagine if one would have invested Rs. 1000 (just one thousand rupees) in ITC shares #IPO in 1970, what would be the returns today? @dmuthuk

A Short🧵
Your invested capital in the #ITC #IPO of

Rs. 1 thousand would have become ~ Rs. 2.43 Crores

Yes you have read it RIGHT !!!

That's not it, your would have got some heavy dividend too in all this 51 years .

Check out this real #wealth creation journey of ITC

(cont....)
Year 1970, for Rs. 1000 you would have got around 333 #ITC shares ( IPO price was Rs. 3 per share)

Here's the story of the BONUS and SPLIT

1978: 1:5 bonus
Your total shares = 333 + 333/5 = 399 shares

1980: again 1:5 bonus

Total shares = 399 + 79 = 478/-

(cont....)
Read 6 tweets
25 Jul
#DIVISLAB #Wealth Creation journey

#IPO at Rs.140/share in 2003

If had got 100 shares (Rs.14000 #investment)
&
10:2 stock split in 2007
1:1 bonus in 2009
1:1 bonus in 2015

Total shares as of today 2000

Value today: 2000 Sh @ Rs. 4823 = 96.4 Lakhs

REAL Power of LT #Investing
@ipo_mantra : A Re-tweet would have been better than a Copy Paste I believe.
Anyways, am glad that the data & information is getting spread and #investors can benefit from the knowledge.
#IPO in good companies with loads of patience is the way to go.
#TCS is another GREAT example of long term #wealth creation. @ipo_mantra
Read 4 tweets
21 Jun
MAGIC of converting

1 Crore -----> 2200 Crores in 31 years.

A Short Thread on the #investing journey of tory of Ramdeo Agarwal - Cofounder of Motilal Oswal Financial Services

🧵 ( 1/4)
- Started with investment of 1 cr in shares in 1990 which increased to 30 crs in 92 market rally of Harshad Mehta time.

- 30 cr reduced to 10 cr in correction after 92 market rally

- 10 crs increased to 100 crs in Y2K market rally of 2000
- 100 crs reduced to 30 crs in correction after Y2K rally

- 30 crs increased to 550 crs in 2007 market rally

- 550 crs reduced to 250 crs in correction after 2007 rally

- 250 crs increased to 1850 crs by Feb 2020
Read 4 tweets

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