SPECIALITY CHEMICALS
CDSL, and Nestle among 16 stocks trading ex-dividend from Tuesday. Last chance to buy!
Dividends are distributed to shareholders listed in the company's database on the record date. With the T+1 settlement framework, the record date and ex-date align in most cases, except when a market holiday follows the ex-date.
Security agencies seize Chinese shipment of banned chemicals for Pakistan at Tamil Nadu port
Security agencies seized a Pakistan-bound consignment of banned tear gas chemicals from China at a Tamil Nadu port. Officials claim Pakistan is developing chemical warfare capabilities with China's help. The shipment from Chengdu Shichen Trading Co. Ltd to Rohail Enterprises in Rawalpindi was intercepted and contained 2560 kg of Ortho-Chloro Benzylidene Malononitrile, a controlled substance under international regulations.
Neogen Chemicals: Should you buy this stock? Know why analysts are bullish on this stock
Neogen Chemicals benefits from the growing lithium battery market driven by demand for consumer electronics, EVs and renewable energy storage. Despite last year’s soft performance, analysts expect robust future growth driven by opportunities in the EV electrolyte market. The company produces bromineand lithium-based speciality chemicals, serving industries such as pharma, engineering, battery chemicals, and agrochemicals.
Gaurav Misra on two sectoral themes to bet on right now
As a house we have been fairly comfortable within the banking and financial space and that is a space where clearly we are seeing a good credit growth cycle, asset quality cycle, and there is a fair amount of, a few years at least of that continuing from where we are right now, that is one big space actually where we are comfortable with.
Is it a good time to play the urban consumption theme? Samit Vartak answers
When a lot of chemical companies went through huge capacity expansion and then it is impacting the margins significantly and so maybe it is not the right time yet but there will be time but similar if you see the capacity expansion happening across many of these companies, just look at the number of QIPs which are coming and they will go through similar fate what chemical companies went through before, so one needs to be careful on that.
TRADERS’ CORNER: Rating agency getting ready for 9 % swing and speciality chemical for a potential 5 % upmove
Stocks from different sectors getting into momentum mode.
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Share market update: Most active stocks of the day in terms of traded value
The NSE Nifty index closed 51.0 points up at 23567.0
Specialty chemicals platform Distil raises $3.1 million funding led by Jungle Ventures
Distil, a specialty chemicals platform, has raised $3.1 million in a funding by Jungle Ventures and India Quotient. This is the first seed investment made by Jungle Ventures after launching First Cheque@Jungle. The startup will use the capital to expand its sales team, R&D and other such areas.
Auto, auto ancillary sector a good theme to play the rural recovery: Devang Mehta
Some of the FMCG participants also came in this analyst guidance that most of these companies are now trying to come back and there was a decent volume growth which is seen.
Reliance Industrial Infra, Manappuram Finance, Indian Hotels among 3 stocks in focus this week for dividends & other corporate actions
Key financial announcements include dividend declarations by Reliance Industrial Infrastructure, Manappuram Finance, Indian Hotels, IndiaMart InterMesh, SMC Global Securities, Uno Minda, Home First Finance, Himadri Speciality Chemical, ICICI Lombard General Insurance, and JM Financial. Sharda Motor Industries approved a buyback, while Motilal Oswal announced a stock split.
Not so well known stakeholders of EV ecosystem: 8 stocks that don't come instinctively, 3 with an upside potential of more than 18%
We also have a whole list, but we have separated the eight companies, just because these companies are not the names which one would instinctively think about and probably they may have more to go as they form this index.
Biosimilars offering a great opportunity in growing market: Kewal Handa
The prices have really been coming down in terms of raw materials and particularly in APIs. There is a lot of stability there. China are also now trying to align themselves to the global market requirements and they are also very keen to see that their factories start producing at the scale they were doing prior to COVID.
What to expect from RIL stock going ahead? Deven Choksey answers
To a greater extent likes of Reliance, likes of Bajaj Finance, likes of Kotak Bank are some of the companies where probably you find that the business condition remains absolutely upbeat and robust and at the same time the stock prices have not moved anywhere despite of the rally going on in this market.
India's chemicals market to hit $29.7 bn in 2024, set for steady growth with 3.26% CAGR through 2029
India's chemicals market, valued at USD 220 billion in 2023, is projected to grow to USD 383 billion by 2030, with an 8.1% CAGR. This sector, currently the sixth largest globally by sales, has attracted USD 21.7 billion in FDI from April 2000 to September 2023, benefiting from 100% FDI under the automatic route. Investments in Petroleum, Chemical, and Petrochemical Investment Regions (PCPIRs) are expected to reach USD 420 billion. The establishment of educational institutes like CIPET and IPFT will drive skill development.
Fund Manager Talk | Chances of downside surprise in Nifty higher after elections: Viraj Gandhi, SAMCO Mutual Fund
CEO Viraj Gandhi of SAMCO Mutual Fund provides insights on market impact, sector preferences, and future trends including the renewable energy sector's growth in FY25.
Which companies can benefit from US-China spat? Rohan Gupta answers
Rohan Gupta from Nuvama Institutional Equities discusses the recovery in the agrochemical sector, specialty chemical players' performance, and the impact of the China factor on the market. Gupta says that the companies which are completely dependent on agrochemicals globally, may still see some weakness, like UPL or even Anupam Rasayan.
Dipan Mehta gives a hard pass to specialty chemicals; will bet on agrochem stocks
Dipan Mehta discusses the cautious outlook on chemicals, interest in agrochemical plays, auto sector trends, high PE ratios in capital goods, potential investments post-election, mixed earnings season results, and concerns about overvalued EMS companies. Mehta also says: "If the government comes back with a stable majority, then the best stocks to buy would be the defence stocks, PSUs. It could be PSU banks or the PSU engineering companies."
Engineers India and Ircon are blue chips, holding them is akin to sitting on gold: Sanjiv Bhasin
Sanjiv Bhasin discusses the US-China relationship and the impact of tariffs on imports, highlighting potential cost benefits for India due to lower reliance on China. He also mentions the positive market trends and opportunities for investors. Bhasin says: "If you want to get new entrants, Engineers and Ircon are two stocks which we think can double and still look cheap."
Himadri Speciality to invest Rs 220cr in Bengal to expand speciality carbon black capacity
The expansion, scheduled to be operational within the next 18 months and located at Singur in the Hooghly district, will be funded through internal accruals. This additional capacity of 70,000 tonnes per annum will increase the company's speciality carbon black capacity to 1.3 lakh tonnes per annum, enhancing the cumulative capacity to 2.5 lakh tonnes from the current 1.8 lakh tonnes, the official added.
Promoters hike stake in over 200 companies on brighter prospects
For instance, Adani Group increased its stake in Ambuja Cement from 63.15% to 66.70% in the March quarter by converting the warrants issued in October 2022. Aditya Birla Group increased its stake in Grasim by 31 basis points to 43.06% in the March quarter by subscribing to the rights issue.
4 stocks Rohan Gupta is bullish on from chemical sector
I do not say that these structural drivers were missing. It is just about that the sector was out of the flavour from last four to five quarters because of the near-term headwinds. But now it looks like the headwinds are over and we should be seeing the sequential recovery in place while the structural driver are already in place.
Buy Himadri Speciality Chemical, target price Rs 385: Prabhudas Lilladher
Himadri Speciality Chemical Ltd. key Products/Revenue Segments include Carbon Materials, Power and Export Incentives for the year ending 31-Mar-2023.
Where to do bottom fishing in this volatile market? Gurmeet Chadha answers
Gurmeet Chadha discusses investment opportunities in railway, defence, auto ancillary stocks, chemicals, and metal sectors. He also shares insights on market triggers, liquidity flow, sector-specific considerations, and strategic portfolio adjustments in response to market conditions. One can do some bit of bottom fishing in railway , defence and some of the auto ancillary stocks.
Investors can focus on top 500-600 cos and stagger investment: Rajesh Kothari
Rajesh Kothari of AlfAccurate Advisors advises investors to focus on top 500-600 companies for long-term investments, suggesting staggered investment in mid and smallcap offerings for good returns over five years, considering potential corrections in the market segments. Kothari says "we are going towards 25% to 30% growth because it is in cycles and cycles produce very high growth or probably de-growth or flat growth. "
Wait for a dip to buy Tata Chemicals; see value in PSU banks: Vishal Malkan
Vishal Malkan recommends investing in PSU banks like Canara Bank, Bank of Baroda, and PNB. He also mentions AB Capital as a good stock. Bank Nifty has resistance at 48,000. Auto companies like Ashok Leyland, TVS, Bajaj, and Hero should be watched for breakouts and would would wait for Tata Chemicals price to come down to Rs 1040-1045 before buying it.
Instead of banks, time to bet more on NBFCs; bottom fish in chemicals: Vinay Jaising
Vinay Jaising highlights the strong growth in capex, industrials, railways, and energy, driven by the OMCs. He emphasizes the sustainable GDP growth in India and the quality of growth without increasing debt. Investment opportunities are seen in the auto sector, particularly in OEMs.
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