Cement stocks: Cement stocks: Will they be sustainably re-rated this time? 16 stocks catering to different regions with wide-ranging upside potential

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Synopsis

When a sector undergoes restructuring and consolidation, the chances are that a set of winners will emerge. Cement is a sector which has probably seen most mergers and acquisitions in the last few years. So, who will the winners be? That’s difficult to predict, but it is time to have these companies on your watchlist. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.

Given that there is no sector where valuations can be considered cheap and is not totally free of global issues, it is time to look for sectors where three things are visible. First: It has gone through a phase of trouble and then seen some consolidation. Second: Where, even if demand is lower, a certain level of growth is assured due to the basic nature of the industry. Third: There is no threat of imports. If a sector ticks these three boxes,

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