Discover and read the best of Twitter Threads about #cement

Most recents (17)

Many Cement companies down 50% from Highs of last year, now is a good time to review this Cyclical Industry for future Investments

♦️"Cement cannot Travel"

♦️Coal and Power usage 👉🏻 Low Cost producers

♦️Use Cyclicality to your advantage

🧶 Thread 🧶

#Cement #KSE100 #PSX
Cement is a very low value Commodity ($40-$50/Ton) and cannot absorb Road Freight Charges of $30(South to North). Plants are setup in proximity of Demand Centers

It is vital to Bifurcate North and South players. Local Sales, Exports of both regions should never be combined

1/17
Cement Industry is competitive and has invested in Cost efficiency measures like Captive Power & Waste Heat Recovery

Low cost of production & high Freight (Cement cannot Travel) protects the Industry from Foreign competition

2/17
Read 19 tweets
1/12 Our government, since when @PMOIndia @narendramodi took office, is
devoted to the welfare of the poor.We’ve taken a number of steps to help the poor and middle class. As a result, the average inflation during our tenure has remained lower than during previous governments.
2/12 Today, the world is passing through difficult times. Even as the world is recovering from Covid-19 pandemic, the Ukraine conflict has brought in supply chain problems and shortages of various goods. This is resulting in inflation & economic distress in a lot of countries.
3/12 Even during the pandemic, our government set a paradigm of welfare, especially with PM Garib Kalyan Anna Yojana. This is now acknowledged and appreciated the world over. #PMGKAY
Read 12 tweets
#Adani #cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other
than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure
One such area was cement I went very deep into it with a help of top executives & high level geologists who was an IIT & senior person with complete knowledge & expertise.
With him I figured that
Clinker is available cheap in Middle East & is in plenty with good logistics
Read 23 tweets
Let's analyze Cement Sector in India and also check few companies with respect to their Relative #Valuation.

This learning Thread 🧵will give you detail information on #Cement Business Future outlook.

Like ❤️and Retweet 🔄 for more such learning thread in the future.

1/9
#India is the second largest producer of #Cement in the world.
It accounts for more than 7% of the global installed capacity. India has a lot of potential for development in the infra and construction sector and the cement sector is expected to largely benefit from it.

2/9
Major Cement Companies in India are:
⚡️Ultra Tech Cement
⚡️Shree Cement
⚡️Ambuja Cement
⚡️ACC
⚡️Dalmia Bharat
⚡️JK Cement
⚡️Ramco Cement

3/9
Read 9 tweets
Here we are ! Finally, after 18 months of big talks and long-term objectives about #EUGreenDeal, @EU_Commission releases its mammoth package #FitFor55 #FF55.
Here is my key take-aways: the good, the bad, the ugly. #Thread 👇
Good 1: that’s a massive policy push to transform #EUGreenDeal promises into concrete actions to change our ways of life. @FransTimmermans recognises this will be “bloody hard”, but righly underlines that our future depends on it.
Good 2: Creation of the Social Climate Fund that we @DelorsInstitute have been calling for years. This Fund should start as of 2025 with EU budget, and could invest up to 70Bn€ from 2025 to 2032 to finance national plans to ensure social justice in the transition. #EnergyPoverty
Read 12 tweets
#Cement Sector: Rural & Govt are driving the demand!

@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy

🧵 Image
1/ Demand Drivers

-The fundamentals in the cement industry are strong.

-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.

-Prices are a function of market dynamics
-Lower interest rates will aid infrastructure and real estate demand in the medium to long term.

-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.
Read 6 tweets
Recap in progress... #FinanceMinister

There is strong recovery in economy
Covid cases, fatality rate easing
Stock market capitalization at record high
Forex reserves at $560 bn
Energy consumption see 12% growth in Oct

Note: Only English notes will be provided, no translation😎
GST collections good, Bank credit improves by 5.1%, FDI inflows see 13% rise.
RBI predicts the possibility of a strong recovery by Q3, 1 quarter ahead of expectations.

Moody's revises India GDP forecast for:

CY20 to -8.9% from -9.6% earlier.
CY21 to 8.6% from 8.1% earlier.
Progress of announcements made during #AtmaNirbharBharat 1.0, 2.0

Recap on important ones only😀
- Inter-state portability of ration card achieved, covering 68.6 cr beneficiaries, across 28 states
- 1.5 cr monthly transactions on intra-state portable ration cards
Img: CNBC TV18
Read 20 tweets
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
Read 22 tweets
#ULTRACEMCO #CEMENT #INFRA #FNO

*** Staged accumulation.

*** Ascending triangle.

*** Closed above 4000. Psychological level.

*** Near previous breakout level.

*** Ave. Del. % increasing with price.... Indication of Strong buyer.

*** Highest delivery% in last quarter. Image
Derivative data analysis:

*** Shorts covered in Sep series.

*** Long built up in OCT & Nov 20 Series.

*** Basis +ve. ImageImage
Read 3 tweets
1/ For the #industry sector our #ParisAgreement sectoral benchmarks report focuses on #cement & #steel. All countries can reduce #cement #emissions intensity 90% by 2050. The #USA lags behind. Benchmarks don't differ much, huge progress needed. Full report bit.ly/CAT_PSR_full Image
2/ For #steel, all countries can reduce #emissions in this sector to zero by 2050 & aim for 25-30% by 2030. Huge scrap #recycling potential in #EU, #USA, #China. No new conventional steel plants shld be built. #Fuel switch to #hydrogen, #circulareconomy bit.ly/CAT_PSR1 Image
3/ #electrification of #industry combined with decarbonising the #electricity sector is critical. New tech, new materials & material #efficiency needed to decarbonise construction, or risk need for removing #CO2 from #atmosphere. Report bit.ly/CAT_PSR1  #circulareconomy
Read 3 tweets
In an otherwise grim #economic outlook, #Cement stocks shine as a ray of hope in the market - basis better than expected performance of cement companies in Q1 21 and banking on government infra spends to boost #economy post #Covid19 #indianeconomy business-standard.com/article/market…
#IndianEconomy Return of #migrantlabour could turn out to be a boon for #ruralIndia. Better availability of labour, good harvest, MNREGA and PMGKY etc spends could augur well for #ruraleconomy. Besides, availability of manpower also helped in sowing season. #COVID19India #economy
#IndianEconomy Per current outlook on #Covid19 Cities and user states can’t wait indefinitely for normalcy and #migrantlabour to return (even at higher pay). They will have to adopt new construction practices and technology. That is also an opportunity for re/upskilling. #economy
Read 3 tweets
Axis Bank is yet another big Bank to report great results for June2020 qtr

NII grew 20% YoY to 6985Cr
NIM at 3.4%
GNPA fell to 4.72% Vs 4.86% QoQ, reflecting better asset quality

PAT was 1428Cr Vs loss of 1879Cr in preceding qtr&profits came about,despite higher provisioning💪
Moratorium book of Axis,is just 9.7% of advances Vs 25-28%,earlier

Gravity defying moves of #Sensex are being questioned--well,truth is,1QFY21 results have been far better than consensus--From HdfcBank &ACC,to Bandhan Bank&Infosys, results point to fast paced recovery

#economy
Ignoramuses say,good results from #AxisBank are due to moratorium loans not being classified as doubtful assets or NPAs

Well,Axis has seen contingent provisioning of 1.2% at 6898Cr to cushion against NPAs&still declared healthy profits

Asset quality for most banks has improved
Read 7 tweets
#DGKhan #Cement Company Limited (#DGKCC), one of #Pakistan’s largest cement manufacturers has won orders for export of cement to the #Philippines. Image
Facilitating DGKCC over their recent success, Adviser to Prime Minister of Pakistan for Commerce and Investment Abdul Razak Dawood said that other exporters should follow this example of extending their market reach across the globe.
“Congratulations to DG Khan Cement for making a breakthrough in winning orders for export of cement to Philippines. This follows on their success in China,” said Dawood in a tweet post on Wednesday
Read 3 tweets
Introducing the #T20list

This list covers #CNX500 stocks but excludes F&O stocks from the study

stocks at new 20Day highs or lows suggest range #breakout

20Day volume gainers indicate #action

top 20Day % gainers & losers suggests #momentum Image
#Locustsattack could lead to a #bounty for #agrochemical companies

Smaller #cement stocks are gaining interest. Watch out.

#stockstowatch #howtotrade #trading #T20list


My video on how the #T20list can help traders identify #stockstotrade
Read 9 tweets
Re-watching some shows while #socialdistancing for #MarchBreak? We're chatting this week about some of our favourites that have great #geology or interesting stories behind their #filminglocations.
#nspoli #cbpoli #NovaScotia #CapeBreton #COVIDCanada #covid19 #COVID19NS ImageImageImageImage
#GameofThrones used #Iceland's #Thingvellir Park as the #BloodyGate. Its landscape is caused by the Eurasian and #NorthAmerican tectonic plates meeting there and pulling apart at a rate of 2 cms per year. This made a rift valley: low land between 2 separating continents.
#nspoli ImageImageImageImage
#MagheramorneQuarry, #NorthernIreland, is the set for #CastleBlack and #TheWall in #GameofThrones. The quarry wall is used as a backdrop and effects make it look huge.
The site's limestone was used to make cement. #NS has a limestone quarry and cement plant in Brookfield.
#nspoli ImageImage
Read 14 tweets

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