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2 Dec, 5 tweets, 7 min read
Weekly Charts of some companies i have done my Deep Research !
#NOCIL
#CLEAN
#PITTIENG
#SSWL ImageImageImageImage
#ACE
#JUBILANT INGREVIA
#THIRUMALAICHEMICALS
#RAJRATAN ImageImageImageImage
#CHEMPLAST
#TATVA
#SONACOMS
#TATAMOTORS ImageImageImageImage
#TATAPOWER
#GNFC
#AMIORGANICS
#VEDANTA ImageImageImageImage
#ROTO Pumps Image

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More from @VVVStockAnalyst

Volatility Volume and Value Profile picture
4 Dec
A thread on #Valiant Organics

A Fully Integrated speciality Chemical Company !

Now Let's dive into what the company does ! Image
Valiant Organics is in agro-chemical, pharmaceuticals, rubber, dyes, pigment industries .

Revenue Split 88% Domestic and 12% from Exports Image
The Product Portfolio of Valiant Organics

These are Basically split into

Chlorination
Ammonolysis
Acetylation
Hydrogenation
Sulphonation
Methoxylation

O-Nitro Anisole and P-Nitro Anisole were addition in the Hydrogenation section recently . Image
Read 15 tweets
Volatility Volume and Value Profile picture
26 Nov
#Clean Science - A Thread about the Biz

Why the business deserves such valuations is very clear. There are almost no other business which ever sector having such gross margins . Ignore Chemical sector etc. Any business you take this Margins is exceptional and can do magic
With such increase in the Raw material price they have maintained the margins to a great extend without passing the raw material prices .. Exceptional Work
Strong and Biggest Capex is underway for Clean Science and this will definitely increase the sales and margins will be kept near these 50-60 odd percent which will take the PAT exponentially ( Compounding )
Read 10 tweets
Volatility Volume and Value Profile picture
26 Nov
#TATVA

Time to read some annual reports and get confidence in the companies you invest .

Else in the panic we will miss good Biz.

This is the #Revenue split from Tatva , THought the EV theme part has minimal contribution now , growth is expected from that Space ..
Phase Transfer Catalyst and Tatva being among the Leaders in this segment
SDA

Mostly this segment has good opportunity due to Sanitization in Developed Country .

Tatva is the second largest in the manufacture of SDA
Read 5 tweets
Volatility Volume and Value Profile picture
25 Nov
A Small Thread on Chemplast Sanmar

A Chemical Company in the PVC Space !

Dominant producer of paste PVC
2nd Largest in PVC Suspension

EPS CAGR = 37% Image
PE 22.5
When ROCE / ROE is above the PE then it generally means that there is a good chance of Revaluation .. ( Backtesting some value winners )
Acc to Management they will be able to sustain the margins to a good level

Execution from management should be good , but lets see
Valuation parameters from Screener.in Image
Read 10 tweets
Volatility Volume and Value Profile picture
6 Oct
A Detailed Thread on #JubilantIngrevia as Promised

Let's start with the #Technicals to time the Entry

A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout

For Investment I use the Weekly Chart with 10EMA ImageImage
Let's Deep Dive into the Fundamentals of #JubilantIngrevia

Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany

They are into Speciality Chemicals ,nutraceuticals and Life Sciences

Revenue Split and Region wise Revenue in the Below Presentation Image
Who are its Competitors ?

Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene

Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that

Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Read 14 tweets
Volatility Volume and Value Profile picture
5 Oct
#AMBIKA cotton Mills

Holding Small Tracking quantity from 1670

Will add from Tomorrow by slowly Releasing Radico Khaitan

Generating Alpha is Important not the Company

Look at the Stats of the Company !
Bought Ambika Cotton at 1875

Will add again if it Dips Sharply !
#Ambika Cotton Mills
Added more here at 1853

Old Position also Intact
#Ambika Cotton Mills

#Stocks
Read 5 tweets

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