⚔️ Geopolitical Tensions | 💥 Sector Impact | 📈 Stock Focus
🔍 1. IRAN-ISRAEL IMPACT
🧪 Chemicals Sector
➡️ Methanol Importers (-VE)
🔻 Balaji Amines, Alkyl Amines, Jubilant Ingrevia, Aarti Industries
➡️ Methanol Manufacturers (+VE)
🟢 Deepak Fertilizers, GNFC, RCF
➡️ Acetic Acid
🔻 Importers (-VE) – Jubilant Ingrevia, Laxmi Organics
🟢 Manufacturers (+VE) – GNFC
🔥 Natural Gas Users (-VE)
Due to high raw material pricing:
🔻 GAIL, Petronet LNG, IGL, MGL, Gujarat Gas
🌾 Rice Exporters (-VE)
🔻 LT Foods, KRBL – Major exports to Iran at risk
🚢 Adani Ports (Neutral)
🟡 Haifa port operations remain unaffected by missile strikes
⚓ Shipping Stocks (+VE)
📈 GE Shipping – Oil tanker freight rates may rise 15–30%
🛡️ Defense Stocks (+VE)
🟢 Bharat Dynamics – Supplies missiles to Israel
🟢 HAL, BEL, GRSE, Mazagon Dock, Cochin Shipyard
🛢️ 2. BRENT CRUDE > $75/BBL
✅ Oil Explorers (+VE)
🟢 ONGC, Oil India, Vedanta, HOEC
❌ Negatively Impacted Sectors
⛽ OMCs – HPCL, IOCL, BPCL
🎨 Paints – Asian Paints, Berger Paints, Kansai Nerolac
✈️ Aviation – Indigo
🛢️ Lubricants – Castrol
🛞 Tyres – Apollo, MRF, JK Tyre
🏗️ Cement – Ultratech, ACC-Ambuja, Shree Cement
🧪 Specialty Chemicals & Plastics
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🥇 3. GOLD PRICES NEAR RECORD HIGH
🟢 Positive Impact: Muthoot Finance, Manappuram Finance
📊 Keep these sectors and stocks on your radar during geopolitical volatility!