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Guj Heavy Chem - Guj heavy chem - Follow Thread
The YTD increase in Soda Ash price is much higher than in Caustic Soda. See the way Gujarat Alkalies has shot up, in the same way suddenly GHCL wil also flare up because these higher prices are not just here to stay but will move up even more because of the power consumption curbs by China across many regions. Not just these but other chemicals and dyestuff prices will also increase with a lag. Stocks like Bodal Chemicals now would benefit not just from an increase in Dye and Chemicals but also the entire value chain from the Chlor Alkali business including Caustic Soda because of the large Unit they acquired in Punjab last year. ( 25 days ago ) |      
  yellow_alert  270 followers
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