---

#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.

→ 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

💫#GHCL

💫Chemplast Sanmar

💫 #TataChem

💫#AndhraSugar

💫#DCMShriram

💫Gujarat Fluoro

💫#Mehgmani

💫#GRASIM

& many others.

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

Potentially Beneficial to #stocks like :

💫#GNFC

💫#LaxmiOrganics

💫#JubilantIngrevia

& 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