Chemical Sector: Pessimism An Opportunity?? | Aditya Shah, Sekhar, Jiten Parmar & Ravikant

Chemical Sector: Pessimism An Opportunity?? A Masterclass Session by Aditya Shah, Sekhar, Jiten Parmar & Ravikant

Audio Chapters:-

00:00 Introduction
01:33 Opening Note / Chemical Sector Overview
13:19 Indian Chemical Sector Value Chain over China
16:50 Difference between Commodity and Speciality Chemicals
29:25 Ethanol & Sugar Play
34:25 Chemical Capex
43:35 Archen Chemicals/ Bromine Chemistry
47:52 Vinati Organics (ATBS Space)
52:30 Speciality Chemicals & China Dumping Risk
59:30 Commodity Chemicals & How to identify
01:06:17 Pricing Power & How to identify it
01:13:33 Fira time Manufactured Chemicals & Import substitute
01:16:49 Aarti Industries (A Capex Story)
01:19:58 Fragrance Sector
01:22:04 View on Balaji Amines Corporate Governance
01:26:30 Agro Chemicals Sector
01:35:06 Vinati Organics Con-Call
01:39:47 Current Valuation of the Chemical Sector
01:46:58 How to identify Speciality Chemicals
01:50:42 Chemical Sector view (Jiten Parmar)
01:53:28 Chemical Sector Cycle & Where we are
01:58:00 Current Market View
02:02:01 Galaxy Surfactants
02:04:46 Ultramarine Pigment & Pigment Sector View
02:14:35 Paper Sector View
02:17:36 Textile Sector
02:24:30 Small-MidCap Euphoria
02:27:27 Financial Sector View
02:30:58 Shrimp Industry
02:36:09 Telecom Sector View
02:37:42 Long-term view on India
02:40:25 Cyclical Investing (Ishmohit Arora)
02:44:45 Pharma Sector View
02:46:14 Hydrocarbon & Hydrogen Sector
02:55:12 How to Value Holding Companies (HOLDCO)
03:03:36 Interesting Sector to Study
03:04:56 Thanking Notes

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