Cyclically negative, structurally positive: Will cement be a surprise winner? 9 cement stocks with an upside potential of up to 27%
In some sectors, it is better to own a basket of shares rather than have exposure to a single stock. Reason: When a sector goes through a phase of restructuring and consolidation, the chances are high that a set of winners will emerge. But it is tough to figure out which the winners will be. So, buy a basket. Also, unlike in the past when buying a basket of stocks was a cumbersome process, today it is just a click away. Now, why cement? Because it might be a surprise winner. What makes that sector a surprise winner? When fundamentals are changing, but scepticism levels are still high. Cement is a sector which has probably seen the maximum mergers and acquisition in the last three years and that suggests there has been a change in the operating matrix.
In some sectors, it is better to own a basket of shares rather than have exposure to a single stock. Reason: When a sector goes through a phase of restructuring and consolidation, the chances are high that a set of winners will emerge. But it is tough to figure out which the winners will be. So, buy a basket. Also, unlike in the past when buying a basket of stocks was a cumbersome process, today it is just a click away. Now, why cement? Because it might be a surprise winner. What makes that sector a surprise winner? When fundamentals are changing, but scepticism levels are still high. Cement is a sector which has probably seen the maximum mergers and acquisition in the last three years and that suggests there has been a change in the operating matrix.
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