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CEMENT PACK OUTLOOK
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- Pankaj Pandey on 5 sectors that look good to bet on in this marketMarket reacts to recent earnings with mixed results. HDFC Bank shows stability, Reliance faces mixed outcomes, and JSW Steel falls slightly...
- 5 sectors that can beat FMCG stocks hands down with a 3-5 year outlookDipan Mehta, Director of Elixir Equities, suggests that the aviation, hospitality, healthcare, entertainment and retail sectors are worth c...
- In the cement space, UltraTech happens to be the top pick: Prakash Diwan, Altamount Capital Management'If the deal with those looking at selling out in the consolidation phase goes through, then UltraTech would emerge as the one clear winner...
- Bullish on Ambuja cements, Madras Cements: Raamdeo Agrawal, Motilal Oswal Financial ServicesThey have expansion mindset, growth mindset I was also surprised to see that Gujarat Ambuja and Madras Cement both of them had done very we...
- Outlook on cement pack to improve over next 6 months: Ankit Agarwal, Centrum Broking"Govt spending would be highly curtailed given that it has already exceeded 90% of its fiscal deficit target. So the cement pack will see m...
- I do not expect any upside in cement pack: Ambareesh BaligaI do not see any upside from these levels whereas downside could be limited looking at the momentum in the market but it is not really wort...
- Expect cement pack to go sideways for atleast next quarter: Harendra Kumar, Elara CapitalHarendra Kumar, Managing Director-Institutional Equities, Elara Capital, shares his views on the current outlook of the cement sector.
- Cement sector does not look very exciting: Sandeep J Shah, Sampriti CapitalThe cement sector is at rough valuations. So, from that perspective it does not look very exciting.
- Avoid cement stocks: Deepak MohoniCement basically has got into the act now but it is an underperforming sector. These stocks are up 2% or 3% since August 26.
- Prefer mid caps in cement sector: Pankaj PandeyFrom a portfolio perspective, we have ACC in our portfolio but we really do not like any of the large caps in the cement.
- Birla Corporation to invest Rs 1,025 crore in expansion over one-and-a-half yearsBirla Corporation, plans to invest about Rs 1,025 crore over the next one-and-a-half years for expanding its cement and power capacity.
- Bullish on ACC, UltraTech in cement pack: Kotak SecuritiesWe can look for UltraTech with a target of around Rs 1,200 on the higher side with a stop loss of Rs 1,070-1,075 on the lower side.
- Go for Ambuja, ACC in cement pack: Deepak MohoniAmbuja Cements probably can be expected to do better than most other cement pack stocks.
- Stay away from cement stocks: Deepak MohoniDeepak Mohoni, Director, trendwatchindia.com talks to ET Now gives his views on cement stocks.
- 'Target Rs 2,660 for Grasim'ET Now caught up with Devang Visaria, Chief Strategist, Devangvisaria.com, to find out his outlook on the cement pack.
- Grasim and ACC are good buys from the cement pack: Devang VisariaDevang Visaria, Chief Strategist, Devangvisaria.com in a chat with ET Now gives his outlook on cement stocks.
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