Dear, for all you know Emmbi might be closing down its packaging vertical in the next year or two. It was made known to us in the concall last time. The MD tells us that the agriculture business particularly the pond/canal liner gives them 30% margin. So if this scales up, they will switch over
11.04 AM Aug 30th
Target accounts for only 10% of total business, the price has fallen sharply. The ECP is just 0.5% so even if they want to switch their order to Trident, Trident cannot grow ECP and make products for them. This may be just initial gain to trident but its a bubble.
10.01 AM Aug 30th
Dear Agento, Yes,i will suggest a switch from GRANULES to UNICHEM AND JB CHEMICALS in the ratio 65-35.You can buy UNICHEM @ CMP and should wait for 300 in JB. The full impact of expansion by UNICHEM will not be seen before the 2nd half of FY 2017-2018,when the KOLHAPUR plant goes operational
10.14 PM Aug 29th
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