JK SUPER CEMENT

For every one bull there is a half bear and that is probably enough to spoil the mood on the street. The “risk on trade” which was once again getting started probably will get hit for some time at least because of the fact that the circular by NSE o...

It took 36 years for India’s largest cement company to take its capacity to 100 million tons.To build the next 50 million tons capacity it took just 5 years. This probably sums up many things as far as the cement industry is concerned and to some ex...

Recent reports indicate a decline in cement prices, causing a significant correction in cement stocks. However, it's important to consider broader factors before making investment or trading decisions in the cement sector. Despite a temporary price ...

In the last few days, there have been reports that cement prices have come down. This led to a sharp correction in the cement stocks. If one looks at the trend in cement prices, they have stayed first for the last eight months. There are a couple of...

One of the biggest challenges which manufacturing companies and too large ones face is the right allocation of capital. The reason, they go through various economic and business cycles where they face both the problem of plenty and scarcity of capit...

First thing which happened after the monsoon got over was that cement companies were quick to raise the prices. While they do raise the prices, it is not done in such a short time after the lean season, also sometimes the noises which are heard from...

PEG ratio is a complex process and comes with its own set of challenges. The challenge with PEG ratio is the quality of the earning forecast and given that in an ever changing macro environment , even the best of the forecast for any business can go...

Given the huge difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. PEG ratio is much better compared to the commonly used P/E ratio. It helps in avoi...

The challenge with PEG ratio is the quality of the earning forecast. Given that in an ever changing macro environment , even the best of the forecast for any business can go wrong which may impact other elements which lead to some unexpected changes...

As the seasonal factor of monsoon gets over, focus would come back to cement stocks. While the oil prices have seen a recent spike but they are still not above the comfort levels. With stable energy costs, the operating matrix of the cement sector i...

As the seasonal factor of monsoon gets over, focus would come back to cement stocks. With stable oil prices and energy costs, the operating matrix of the cement sector is favourable. We take a look at what analysts are saying across cement companies...

Shareholders of JK Lakshmi Cement Ltd have rejected a special resolution that aimed to increase the inter corporate transaction limit to Rs 10,000 crore. The resolution received only 71.10% of the total votes, falling short of the required 75% for a...

Given the huge difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. PE ratio is one of the most overused and misused ratios, it is used by all and sun...

The narrative is that monsoon is a bad time for cement stocks . However, sometimes, those cycles and narratives are an opportunity which can be utilized for long term investing. With the continued focus on infrastructure, most of the small and mid-c...

One of the reasons why looking only at Price earning (PE) ratio leads to wrong decisions, is that by the time PE gets adjusted to newly announced earnings per share (EPS), it is too late. Especially in the case of commodity stocks, PE ratio is proba...

PE ratio is one of the most overused and misused ratios. It is used by all and sundry to justify their valuations and create a mirage of value. Right from investor presentations to research reports, one finds its mention everywhere. But is this the ...

In case of cement the prices are driven by domestic demand and supply dynamics and input costs matrix. With the continued focus on infrastructure, most of the small and mid-cap companies have been able to improve the quality of their balance sheet i...

PE ratio is one of the most overused and misused ratios. It is used by all and sundry to justify their valuations and create a mirage of value. Right from investor presentations to research reports, one finds its mention everywhere. But is this the ...

For Dalal Street, paints means Asian paints. However there is and sooner there will be even more to it. Will it impact the overall valuations matrix of the existing players ?