Description
A very in-depth podcast on the cement sector and cement stocks. We bring Mr Aitezaz Farooqui, Head of Research at Multiline Securities to discuss what does he about the cement sector in this economic condition. We talked about 1. What's the most important thing to consider when thinking about investing in the cement sector? 2. What happens when cement prices go up? 3. Is cement prices the most important factor? if so, why? 4. Does cement companies have a price consensus? 5. What does he think about demand in the future? 6. If economic growth slows down, how will it impact the demand? 7. When will re-rating happen? 8. What are the ingredients for re-rating? 9. What are the stocks to look at? We discuss all this in a knowledge-packed podcast. For beginners, it might sound very advanced, but TRUST ME you will learn a lot... just keep listening!
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Important Links
- InvestLetter by...
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