Satya's Weblog

No one targeted disinfectants for Share Market gain through investment. Every time I listened about Sanitizers and masks.
I read Sodium Hypochlorite/bleach is in use on humans to disinfect them by spraying.

Gujarat Alkalies & Chem, DCM Shriram and many other manufactures it. Is this having any future from here?
What are the companies to target?

Also, there could be another chemical to disinfect surface of places - Hospital, Public place, etc. What are those chemicals? Are they having value from here or those already gained big?

What Chemical Companies you think are fighting Corona Virus and what are you targeting?  

Corona Virus or COVID2019 fight is here to sustain for some more time.

Update: 
Another Chemical found mention is Ethyl Alcohol (70%) to clean surface.

Here are few stocks you can look to buy after COVID pandemic or you can say Chinese Vurus :)

HDFC Bank,
IRCTC,
Manappuram Finance,
Muthoot Finance,
Sugar Stocks:
   Balrampur Chini and Dhampur Sugar,
SBI Cards,
Polycabs India,
Deepak Nitrate,
Alkyl Amines,
KEI,
ION Exchange,

VIP Industries,
Airlines Stocks.


Stay updated on Twitter: @sa8ypr

Stock Market is the reflection of our current state of Indian economy and future of it. If our economy is not doing good then it has to reflect it. Corona Virus has stopped most of the economic activities of the country and that need to settle. Even if we shut down the stock market now then whenever it opens it will adjust. But, if we close it then investors confidence will go down as they won't be able to settle their investment as per the confidence in economy. Also, there are other market in the world where those money for trading can go. Singapore market trade our stocks too that is SGX. Money will move there and we may loose big part of the trade to them.

Also, technology firm can allow most of its workers to work from home. So, there are sense to let them work with minimal attendance at workplace.

So, it is for investor's confidence and risk of loosing money to other competitors, we have allowed Stock Market to function.

To get an idea of Alkyl Amines, read this post.

Ranitidine controversy: Which Indian pharma companies stand to lose?

We remain positive on the business fundamentals of amine manufacturers and Sequent Scientific. For Solara Active, we are closely tracking the developments.

CMP Rs 871 is a good price to buy. You are getting this company at 6 months avg price.

Update: March 30, 2020
A good buy in present situation.CMP: Rs 1155

Value stocks in the U.S. have lagged growth since early 2007, a brutal and rare 12-year stretch of underperformance.

Value stocks as measured by P/B ratio trailed growth by a crushing 5.5 percentage points a year from April 2007 through May. Other measures of value fared better but also fell behind. Using P/E ratio and P/CF ratio,value lagged growth by 2.1 percentage points and 2.6 percentage points a year, respectively, over the same period.

There are already some popular theories why Value Investing is lagging.

One is that value investing has become too popular. Once the value premium was discovered, the theory goes, investors piled into value stocks and squeezed the premium away.

A second theory is that growth companies are more dominant than they used to be. Their vast technological edge and near-monopolistic powers, it is said, will allow them to outpace value companies for the foreseeable future.

A third theory — and the most generous to value — is that the measure of value is broken, not necessarily the strategy itself.

P/B ratio is widely used by researchers and indexes to identify value stocks, but some complain that book value no longer captures the full value of intellectual capital and other intangible assets of fast-growing companies such as Amazon, Google and Facebook, making them appear more expensive than they truly are.

Source: Don’t Count Out Value Investing Despite Growth’s Spurt