How Cement companies are placed
Tag: Shree Cement
Cement Companies : GROWING well!! Capex and demand outlook
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Economy recovery cues!!
Look at the sectors showing positive growth as compared to Oct2019
Coal
Electricity
Fertlisisers
Cement
Economy looks on recovery mode like a pendulum which swings in extremes. Although technically India enters into a recession with two quarters of negative growth but optimistically this can change by Mar2021. Only caveat here is fresh set of lockdowns
On the other hand, crude oil, refinery products and natural gas may remain suppressed as world moves to Work form home (medium term trend)
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CEMENT COMPANIES : Is Cost Reduction Sustainable?
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Q4 FY19-20 : Bad, Average, Good and Solid
Interesting to see how many from solid and good results will move to Average and bad results category after Q1 FY21 results. Those who survive in good or solid category even after Q1’FY21 should be worth researching more to invest
Don’t treat this post as a basis of investment. There are lot more factors to decide where a company will go in coming quarters. Discuss with your mentors or financial advisors before taking any position in stocks
Mutual Fund Stock Buys in Nov 2019
Mutual Fund betting Big on Big Stock Companies
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