Lohit Saini

@Atulsingh_asan Shift the focus to paper companies

Many plastic manufacturers having debts on balancesheet will be bankrupt because they have no raw materials, no workers , no orders. Avoid investing in this sector for next 6 months until war ends

Looks like next rally will come in chemicals Phthalic Anhydride prices up +17% in 1 week Maleic Anhydride prices up +64% in 1 week #thirumalaichemicals #igpl

Initiation of anti-dumping investigation concerning imports of "Phthalic Anhydride" from Taiwan. #thirumalaichemicals #igpl #phthalicanhydride @JoshiEien

@RahulRao_1992 @JoshiEien Even phthalic

@JoshiEien Chalo Maleic ka time aa hi gaya.

Chemicals with record high price increase in Asia in the last 3 days : Maleic anyydride - 61% Benzene- 25% Phenol- 27% Ethylene- 35% Many Korean & Chinese majors are not quoting for fresh orders plus middle eastern companies are cancelling existing orders.

Middle East Conflict Sparks Phthalic Anhydride Boom #thirumalaichemicals #igpl sunsirs.com/m/page/commodi…

@JoshiEien Rising Maleic anhydride to benefit Thirumalai Chemicals

@sidd1307 Salute to his conviction 🫡 The man who held onto 90%+ cash levels since then

Day 1 of bear markets

Print will always be trustworthy source of information #printmedia

@LnprCapital India’s highest rubber production is done by Harrisons Malayalam Rubber prices are up 15-20% in last 1 month

Tyre & Rubber Sector: Complete Playbook India’s tyre/rubber ecosystem spans manufacturing, retreading & specialty products — key beneficiaries of auto growth, infra push & replacement demand. 
 Passenger & Commercial Vehicle Tyres * Apollo Tyres – PV, CV, OTR, 2W; strong global presence * CEAT – Diversified across 2W, PV, truck * JK Tyre – PV, CV, OTR; premium focus * MRF – Market leader; full portfolio incl. motorsport * Goodyear India – Farm & passenger radials 
Off-Highway & Specialty Tyres * Balkrishna Industries – Global OTR leader (agri, mining, construction) * Emerald Tyre – Industrial & niche heavy-duty * Innovative Tyres & Tubes – Agri/industrial tyres, tubes 
Two/Three-Wheeler Tyres * Dolfin Rubbers – 2W/3W replacement focus * TVS Srichakra – OEM-led 2W/3W leader * Viaz Tyres – Tyres, tubes, flaps 
Retreading & Tread Rubber * Eastern Treads * Indag Rubber * Tolins Tyres * Vamshi Rubber 
Rubber Production & Processing * Cochin Malabar Estates * M M Rubber * Modi Rubber * Tirupati Tyres * V R Woodart #TyreSector #AutoAncillary #SmallCaps #Manufacturing #IndiaMarkets

@Sharad9Dubey KRBL management has indicated EBITDA to grow by 200-250 bps in Q4

UNO REVERSE IMPACT FOR BASMATI EXPORTERS? STRONGER IMPORTS ON WAR STOCKING AND RAMAZAN

Rising crude oil prices to benefit rubber prices #rubber #Crudeoil #IranIsraelWar #harrisonsmalayalam

@JoshiEien @grok impact on paradeep phosphates

AJC sees high volatility going forward for Indian fertiliser companies & certain chemical companies as we forecast a sharp increase in Naptha, Ammonia & Methanol futures. We also see shipping & freight costs to increase drastically. Pressure on chemical players as India remains a net importer of these feedstocks.

Reason for today's fall MSCI Rebalancing #msci #nifty #smallcaps

Harrisons sole beneficiary of rising rubber prices. Tea prices also up in South India. #harrisons #rubberprice #tea

@Sharad9Dubey JK Paper: Mutual Funds Bought 7,42,591 shares in January 2026

JK PAPER IN FOCUS -STOCK UP 7%

@Sharad9Dubey Any source??

WATCH OUT FOR PAPER STOCKS JK Paper-Rs 1500/MT price hike across all paper packaging Board Products

@RubberBoard Rising rubber prices positive for Harrisons Malayalam #harrisons #rubber #commodity

Rubber price per 100 kg on 22/01/2026 - Domestic market

Can Rubber be the next silver?? rubbernews.com/latest-news/rn… #silver #rubber #metals #copper

SHP UPDATE Q3 FY26🚨 #KRBL FIIs Increased stake by 23,46,577 shares Retail Reduced stake by 10,02,651 shares #basmati

#KRBL : June Quarter (Q1) Shareholding Pattern Update FIIs increase stake by 14,85,016 shares Retailers increase by 1,03,49,518 shares Reliance commodities DMCC sold out entire stake of 8.94% to retailers (hangover done) #smallcaps #basmati

#cheviot company invested 15crs in #hindalco Metals all the way!! #metals #aluminium