Vijay kedia New Stock 2023 - Sudarshan chemical Share latest news Analysis Target 2025 🔥 fairchem

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결론: 발언자는 Sudarshan Chemical(수다르샨 케미칼)이 향후 6개월 내 100% 상승할 것으로 전망하며 현 시점을 저가 매수 기회로 본다. 주요 주장: 최근 주가는 고점 대비 약 56% 하락했으나 펀더멘털 훼손은 크지 않다고 주장한다. 근거 수치: 장기부채가 약 1.3배 증가했으나 긍정적 신호로 해석하며, 순이익은 약 48억 루피에서 130억 루피로 증가했다고 언급했다. 주가는 2014~15년 약 2000루피 부근에서 이후 약 20배 상승 흐름을 설명했다. 주가 하락 원인: 원재료 가격 급등과 이를 고객에게 전가하지 못한 점, 원유 및 전력 비용 상승, 플라스틱 수요 감소, 수출 중심 사업의 해외 경기 둔화가 원인으로 제시됐다. 해결 및 회복 근거: 원재료 가격은 3~4분기 들어 하락했고, 컨테이너 물류 비용도 정상화 중이라고 설명했다. 경영진은 3분기 내 정상화를 언급했으며, 장기부채 해결 작업은 약 70% 완료되었고 나머지 1/3은 올해 하반기 완료 예정이라고 주장했다. 경영진·수급: 프로모터의 분기별 지분 매입과 Vijay Kedia의 장기 보유를 긍정 신호로 제시했다. 기관 펀드들도 하락 시 매수 중이라고 말했다. 기술적 관점: 주간 차트에서 W 바닥 형성 시도가 보이며, 현 구간이 매집 구간이라고 해석했다. 리스크: 유럽·중국 경기 둔화와 인플레이션 지속 시 추가 하락 가능성을 인정했고, 단기 고통을 감내해야 한다고 언급했다. 출연자 전망: 향후 분기 실적 발표 후 시장 긍정 반응과 주가 반등을 기대하며, 투자 판단은 본인 책임이라는 취지로 마무리했다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Friends, welcome once again friends, in this video I am going to talk about Sudarshan Chemicals, although friends, I see this company going 100% from here in the upcoming six months. Friends, here I will tell you about the problem that Sudarshan Chemicals is currently facing and its solution has also been given by the management in its call.

02. Even now, no fund manager, no TV channel, no YouTube channel, no social media is sharing that with you and that is the reason you will not be able to buy a good company at a cheap price right now. And friends, it is possible that due to the health of global sentiment, its price may fall even further, then you will get a chance to earn more returns from that.

03. But is this the right time now, I will tell you about that. I am going to do fundamental analysis here and go into deep details and tell you where the problem actually is. It is not just Sudarshan Chemicals, every chemical related company which is doing very well right now. It is possible that this type of problem may arise in the coming time.

04. So obviously I have learnt all these points from many books, many pet courses, what is a note down and with these it is perfectly set, I am sharing these with you right now in the D region, so first of all friends, the reason for a company's share price falling is the long term debt of the company, now you will see, we will go to the screen and see that the long term has increased by 1:30, why is it so big, you think this is a negative issue behind this, I do n't think so, I will tell you why you don't think so, this is also a positive thing about this company, keep this thing carefully, have you heard this thing because the logic I am going to tell you, this is not mentioned by any mutual fund, no fund out because they do this thing to scare because they want to make profit for themselves and give profit to their clients, no one thinks about the retail people, so remember this long term debt, number, you friends, here the company also has short term debt, now this is the problem, I will tell you the solution right now, so you had taken these long term debt, you are absolutely right to fix it Yes, we will go and see how a coup has happened here and the revenue from it has also started coming in and its impact has also come in the profit and loss statement and friends, I will increase your interest with this because there are two very big stalwarts sitting here in this company, one's name is Abhishek, let me tell you his name friends, this is Vijay Kedia sir's long term holding and secondly, I will tell you one more point here that whenever the share price is falling on a continuous basis, the share price of every mutual fund is continuously increasing and thirdly, I will tell you one more interesting thing friends, in this share the promoter is increasing his stock in every water, so okay, here it becomes clear to you that the fundamentals of the company are not changing much, which is causing the problem, all these short tops, so friends, here if we talk about the product of this company, one product is plastic, the demand for it has decreased, if you tell the details why the demand has decreased, then two reasons will come to the fore, first thing is the raw material of the company.

05. The price of the raw material had increased and it had increased at a very fast pace, so the client of the company, the customer, was not able to transfer the entire price hike to the same client at once and has taken this entire hit on himself. Now friends, the happy thing is that the price of the raw material here has decreased in this quarter, meaning it has happened in the second quarter and third quarter here, so this could be one.

06. Then friends, we know that the problem here in the global and in India was the problem of crude oil. Crude oil was very good in the first quarter, meaning it was very fast and after that you have seen that its price had decreased a lot in the second quarter. So, in the matter of crude, we have seen that the prices of the fruits which follow, the electrical energy and all the other communities increase.

07. What happens because of this, there are hits in the raw material and whatever is needed to make a product from the raw material. So, this happened with the company also. So, this was a problem, so its solution has also been found at some time because This was a temporary issue which we are seeing right now and friends, the thing we have seen is that the problem is still there, many central banks have raised the rates, so you will have to pay a lot of money on interest, this problem still exists but I am going to tell you the solution of this problem as well and the share price has corrected 56% from the top so far, so a very long way from here means you see 100% being and I am going to show you that how the technical start pattern is also formed and I will show you some other important things on the screen, you should carefully look at them and note them down, if you are already invested and have already invested then you will be able to hold them here with confidence and if like me you are also thinking about Hindu investment then what could be the plan, I am going to share with you, so friends, note down all the points which I am going to tell you right now, so first of all friends you can see the name of this company is Sudarshan Chemical and which is this company, the world's third It is the largest pigment manufacturer.

08. The company used to be fourth and has now become third, so it means the company has a good track record. So friends, here I am going to tell you two-three interesting points. First, look at the vital point, in every quarter, there has been buying by the promoter here. The price has already been in. Don't focus on them.

09. Go to the public and see here, there is a statement from G. Kedia and MLA Sir regarding recovery. Okay, and look at one important thing, the I, I can see here, that is, these people are already making it stable here, so if the stock is increasing, then who is reducing it? It is decreasing. Okay, now the second vital point here, which you can see now, look at the company's existing business, the company does business here by taking long term loans, which has increased three times here.

10. Now see, the net profit has increased from Rs 48 crore to Rs 130 crore. Actually, 145 means here you can see, all these have happened three times, all these I will tell you why this point is vital. And now if you look here at Max, then since Sir entered here for Vijay, he entered at 2000 in 14-15, after that this 50, after that it means it has become jammed a lot, it has happened 20 times, so you have to see all these points, then I will show you the point which is very vital, see it till the end, then you will understand completely, so first of all let us see the problem here, the problem we are seeing here is very boring, it is increasing on a continuous basis, so we do not want to invest in this company, so if you go to the annual report, then what will you be able to see, this borrowing, this borrowing, there are two ways, one is long and one is short term, so I mean what is the problem here, see how the company is increasing its fixed assets here, see how the company is increasing in the last few years, the point is that the revenue of the jump that has happened, has it come in the panel, see here From 121300 till now it is near double, isn't it?

11. So, it means that the C and IP, that is, the capital working progress, got converted into fixed, it came in sales and after sales, it also came in net profit. What we are looking at clearly here is fine, but here we are looking at the last three years, that is, two years, and the training that is going on for 12 months now is creating some problem here.

12. Yes, it is absolutely correct, but what is the reason for this, why has it decreased, it is important to know the reason behind it. In such a situation, you will not see such a big correction in the share price of any company. If we look, the all-time high was near 700 here, now it is running near 400.

13. When you go and see, it was near 750, there is a data a year ago and it is running near 400 now. Why did so much correction happen? This correction is perfect, it has been done like this. The reason behind it, you will get all the solutions in which ones. So, the solution to the problem is also with this company, so if Look carefully, the points I share here will become completely clear.

14. If you are holding, you will be able to hold by buying more. Otherwise, you will be able to make new investments so that your doubts are completely cleared. So, pay attention to what are the problems here. The company's sales had decreased here. There was no improvement here in the last quarter. There were two reasons for this.

15. The first thing is that there are two parts of sales here, one is price. Both had declined in volume. The company itself has a huge stack of request securities within this company, so they have shared it. That means when everyone was involved, they had said what is the matter, what is the problem, so the money has to be given to the public.

16. So, look, first we know two things. After that, there is a slowdown in many countries. So, if we look at the business of this company, most of the business of this company is export oriented, which means that many of the clients are in foreign countries, so these people are not buying many of the products.

17. Yes, this problem still exists. You have not found a solution to this, there is also a comment from the management on this. Why am I asking you to believe the management because its track record is good. See friends, if Virat Kohli plays very well in the first 10 innings and then does not do well in the next 3 innings, this does not mean that we cannot say that if Virat Kohli has created a management company, then these people know how to get out of the problem which is stuck in it right now and because of this, these people are making premium quality products and I will also show you how we have improved that.

18. One minute, yes, look at that thing and you will get more confidence. Look at one thing here, look at the first few years, from 2011 to 2016, follow 4:00 PM, it is near 11 and 12, then suddenly in 2017, what happened to the CC company which with OPM consistency would be 15-14, which means from before, that means the company had done something superior in its product.

19. Now I am of the camp. I am saying the same thing with this company as well, that means in all the companies that have faced this problem, it is only the game of OPM. The company has made some changes in its process in its manufacturing unit or has made some variation in the product quality or has done something due to which this also happened, after that there was a periodization and after that the share price of the same company has gone down, so coming to the same point again friends, almost 50% of the company's revenue is from polymer and plastic base, its demand in the global market decreased, the volume had gone down and due to this the main problem was A, this was the problem in D, the second problem which the company has shared here is that the raw material was not being supplied because there were two problems, one is the logistics issue and the second is from where these people were buying the material, their plant was shut down, now the price of power was going up globally, everyone has seen how many power related issues were going on then and are still going on in the global India.

20. It is not working, which can be a benefit for this company right now, so this problem is getting solved gradually, first of all the logistics issues have been completely cleared, the issue of logistics and container had started in China, now that price has reached ₹10, it has come to the normal stage, so the benefit of this, which this company is going to get through export limited, this problem has been solved, secondly friends, the problem of raw material here has become normal, the company 's management is saying that you coming water means water to end quarter three, it is over, it will become completely normal within quarter three and what I can say is the change in volume, when can it be solved, it can be solved when this question was asked, it was answered that here in India, this can be completely solved under the demand water method, okay this It can be completely solved and in global it will take time here, that is some percentage, so your problem can be solved here, the old related and power related issues have ended now and they will benefit here because many plants in Europe are now closed and the global customers can contract more from them because they are sitting in the third position in the global, what is the status of the solution of all the problems of long term debt here, no pics, what have these people done, you have seen earlier, about 70% or so has been done, the remaining 1/3 which are big, they should be completed this year, that is, within 23, in the second half, these people had done it, they have also given the solution for them, they have to say that all the extraordinary equipment which is required, especially higher quality products, which the normal small players do not make because there should be some difference between big companies and small companies, so here that product was delayed in coming, due to which people are looking here Margins are decreasing, sales are decreasing, reduce the share price even further, but this is not a problem, this is a solution, this is a long term solution and for the long term, you have to take short term pain here, Vijay sir probably knows all these things, that is why he has kept his stick quiet and may be he is increasing it even further because how much the price is decreasing and many mutual funds also know this and that is why all the details and when other people are selling at a loss, they are buying on a continuous basis, so this is the problem here, so the solution to the problem that was there, friends, 90% solution will end within a quarter, there will not be a 10% solution because it can be booked only when the global slowdown or it will end completely, because friends, as we know Europe, China and if the inflation does not go then there can be a problem, but is this a long term problem, no, it is not at all because the way the company's share price has been around 50% of the all time, this is right here after the correct session.

21. The time to bounce back has come and the current phase, if you look at the technical aspects, there is total consolidation going on in all the stocks because only those who have proper knowledge are buying them here. All the companies that I had told you about earlier, after consultation in this manner, remember, I remember about this, in all of them, the management of the company had this to say that there will be some problem in the export market but in India, the demand for plastic will be even bigger, especially in the products that these people make here, after this, the revenue that will come from there will be full caps, what will they be able to do using that revenue, they will be able to recover the long term debt and short term debt and immediately you will see, after one result is published very well, all the TV news reporters will start saying that these people have come out with Sudarshan, the result has been good, the balance has become strong, but then can anyone invest, will he be able to eat the major portion, will he not be able to do it, so you should see it first.

22. It will be necessary, only then your money can be multiplied here, so see friends, there is a slowdown problem, there is a solution within this problem, I think it is the best because I liked the photo five point here, first the price of gold has decreased, the logistics issue has been solved, the demand for plastic has started increasing, the price of raw material has started decreasing, I have many chemical companies, so after that I have seen, I had told about them, it was 1100, now their price has doubled, right, I had told about it, still it is fine, I had told about the fine, so this is going to be a problem of this company, you should listen to this thing carefully and if you want to invest then do it because whatever problem there is, there is always one or the other question related to this problem and here is their indication, once you go technical then you can see in details how the consumption is happening here, so friends, as you can see, some good things are visible even in this dirty chart, I can see because one thing, now see, the volume of such a company has increased a lot So what does this low volume mean?

23. It means it is Bollywood. It means there is no one to sell right now, only those people who have strong hands are sitting here. I told you one important thing, the promoter of this company had bought his shares here at around 500 and 10, it was around 500 and 18 and you are also going below that. Okay, so now if you buy, you have the salary from the promoter, you can see this thing, this is the weekly chart, you can see in that weekly chart that an attempt is being made to form a W.

24. If you look at this type of chart, I like it very much that when there is no selling, then what can happen and after that, it can only happen, so once a good news will come and after that, immediately see, if you see from above, how many percent has it fallen from above, it has fallen, so 50% means it has to go up, so here it should reach 100%, the problem of 100% will be solved a lot.

25. It will happen very soon and I will get 100%, so whoever invests will get 100%, okay, so here in the weekly chart and I think within 23, which is the last quarter, 90% of this problem will be solved and there is not much time left, so if it comes down a little bit due to global issues, then this is the right time to buy, okay, you analyze it as per your own, I see a huge opportunity here, okay, because the valuation of the company is very low, good investors are sitting here, the rest you can do your