Author Topic: Cement Sector  (Read 134770 times)

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Offline Abid_ali

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Re: Cement Sector
« Reply #619 on: July 17, 2013, 01:50:45 PM »
http://www.brecorder.com/br-research/44:miscellaneous/3506:cement-sector---more-reasons-to-rejoice/
instead of all good news , more companies are -ve. Why?

 interest rate hike anticipation.
Public has heavy loads of Cements and the Guru Lucky almost touched the floor. You can anicipate the fate of Cements, which are RED while INDEX is on Top.

oo bhai profit taking haie cements maie aur maal niklawaia ja raha haie ....isitarah ki aik bongi tum nay pehlay b mari the jub dgkc 82 say 89 ho gia tha....tumhari mendki ki khopri maei cements ka laaoooo nahi aa sakta ....i said already ur dehan is shit not only shit one can say bull shit....
try to post some where else q cements kay peechay para huwa ...jan chor day bhai inki ye teri aqal fehm aur market sense say oper ki game haie heran ho how u get d strategic investor rank here in this forum....panic pump marnay band kar..aur apnay bhai dr economics ( dr panic ) ko search kar wo ajkal kaha haie usnay b char din zindagi haram kar rakhi the har waqat mandi ki post bilawaja...

jub kam par grip nahi hoti to siraf suntay haie kehtay kuch nahi haie bhai ........

again cements ko hum sub ki soch say ziada laao haie...u will see wid d pessage of time....maei nay kse maie kaam kal sharoo nahi kia saray utar charaho dekhay huway haie .....experience ki basket say apko mashwara dia haie kay ap b lay loo cements koi one year kay liye dua do gay... i assure  guranttee b kaho to day do


cement are just buy on dip and hold choice of cements is all upon one's taste/jejej...hehehe

fair enough Mr. Naro but why are you miming "jejej...hehehe"
his righting is reflection of his personality. If he is educated he should use that language. One have rigt to differ but , ones manner expose him.

leave me wat i am think wat u r doing wid cements holders continuely irritate na ho may b mera lehja aur alfaz ka chunaoo apko pasand nahi may b meray bay rabz jumlay apko pasand na ho ...aur apki tarah maie english nahi likh sakta achi wali...magar bhai maie baat theek kar raha ho.....try to think nahi to poll karwa lo forum pay ....maie islah kay liye tayar ho but ap ko khayal karna paray ga ainda post laganay say pehlay....aisay ap mandi nahi kar saktay...jubkay rates apki mandi kay baad har daffa 5% ooper chalay jaie.....aisa maie ap ko nahi karnay donga...i will protest cuz we invested and u r pumping panic widout having clear vission....of stocks business.

Debate closed.

Janta Naro bhai kaay saath. Cement main profit taking ho rahee hai aur hoti rahaiy gee. Construction or dvelopment projects freeze naheen huway, cement to bikkay gaa, log ghar mitti lay bananay say to rahay. Correction is acceptable.
janta and Cement will rise and fall togather. Agay dekho kia hot hay.
Janta has ships of cament and the language used by an expert. It was for him. He should collect more on lol

Pakinvestorsguide

Re: Cement Sector
« Reply #619 on: July 17, 2013, 01:50:45 PM »

Offline Abid_ali

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Re: Cement Sector
« Reply #620 on: July 17, 2013, 02:10:03 PM »
ulti ho gaeyn sab tadbeerain kuch na dewa ne kam kia
Akhir is cement ke ishq ne hamara kam tamam kia  :bangin:  huhu

Abhi sey ghabra gaey bhai yeah tou trailer tha - asl film baki hey  :tongue:

bhai ji main ne to mehfil main rang bherney ke liye likha tha........ aisi koi bat nahi INSHALLAH cement sector will perform
When ships loaded by janta will be released. By the way at lower rates after correction one can buy them.

Offline PK

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Re: Cement Sector
« Reply #621 on: July 17, 2013, 02:26:16 PM »
Cements are cool no need to panic ... result k pehele maal lena hain bhai .. mutual funds playing init .. soon rally will be witnessed in it  :fingerscrossed1: i will in sha allah sell more thn 50% of my holding and convert it into cements ...fectc pioc mapple fccl lpcl dcl .. are my choice ..  :good
Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.

Offline MZ

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Re: Cement Sector
« Reply #622 on: July 17, 2013, 07:52:41 PM »
Cements look much better than before
Despite a significant deleveraging in the cement sector and utilization approaching 75%, domestic expansions have not been announced yet. The major cement players are eyeing a cement price of PKR600/bag for new expansions to become viable. This indicates room for further increase in prices and margins. Coal prices have fallen to below USD80/ton and would deliver 12% earnings growth for the sector in FY14 even without assuming further increases in cement prices. Our top picks include KOHC, DGKC and LUCK.

elixir


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Offline Tired of broker

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Offline Abid_ali

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Offline Abid_ali

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Offline Abid_ali

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Offline Tired of broker

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Re: Cement Sector
« Reply #629 on: July 18, 2013, 01:01:24 PM »
Old history repeated................ first MCLF chaley ga phir FCCL ki bari aye gi..... phir DCL, LPCL ki, and jhongey main flying and dncc and dbci ka bhi kam ho jaye ga

Offline Poker Face

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Re: Cement Sector
« Reply #630 on: July 19, 2013, 06:03:28 PM »
Cement Stocks P/E vis a vis 2013 fy eps

Lucky Cement Eps 29 P/E 7.9x
Attock Cement Eps 20 P/E 6.9x
DG Cement Eps 14 P/E 6.7x
Cherat Cement Eps 13.5 P/E 5.4x
Fauji Cement Eps 1.6 P/E 9.0x
Kohat Cement Eps 20 P/E 5.1x
Lafarge Cement Eps 1.3 P/E 7.3x
Maple Leaf Eps 5.5 P/E 5.1x
Fecto Cement Eps 13.5 P/E 4.3x
Pioneer Cement Eps 6 P/E 5.5x
Dewan Cement Eps 1.1 P/E 7.1x
Flying Cement Eps 1.1 P/E 4.3x (Projected)

Fecto Cement is by far the cheapest and best scrip available in the market at current rates.
TOP PICKS : PSO PPL NML NCL MEBL ATBA TGL CSAP FECTC

Offline Valueestimator

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Re: Cement Sector
« Reply #631 on: July 20, 2013, 02:32:18 AM »
Fauji is at forcasted pe of around 6-6.5. Since the first quarter was ver low. Fecto no doubt is a jewel n  i bought only after ur identification of this stock on the forum n earned good profits. Thank you very much.   

Target is not less than 100 as it will higher div since expansion is not on cards.
MLCF, FECTC, KTML, FASM, JDMT, REWM, BCML, NMFL, QUICE, OTSU

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Offline SBM

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Re: Cement Sector
« Reply #633 on: July 24, 2013, 07:42:44 AM »
http://www.zawya.com/story/Saudi_Arabia_Government_intervenes_in_cement_market-ZAWYA20130716081019/?utm_source=zawya&utm_medium=web&utm_content=editors-pick&utm_campaign=story

"A royal decree issued on April 16 paved the way for the country to import 10m tonnes of cement as a means of making up shortfalls in the immediate term."

10m tonnes is a big amount. I wonder if pakistani manufacturers will be interested in making a a few extra bucks at the expense of reducing gross margins ... 64 $ /tonne too cheap  :skeptic:

"The government's efforts to ease the constraints on Saudi Arabia's builders also saw the administration lower the price ceiling for a tonne of cement to SR240 ($63.98) from SR250 ($66.65)."
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Offline Tired of broker

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Re: Cement Sector
« Reply #634 on: July 24, 2013, 08:24:20 AM »
http://www.zawya.com/story/Saudi_Arabia_Government_intervenes_in_cement_market-ZAWYA20130716081019/?utm_source=zawya&utm_medium=web&utm_content=editors-pick&utm_campaign=story

"A royal decree issued on April 16 paved the way for the country to import 10m tonnes of cement as a means of making up shortfalls in the immediate term."

10m tonnes is a big amount. I wonder if pakistani manufacturers will be interested in making a a few extra bucks at the expense of reducing gross margins ... 64 $ /tonne too cheap  :skeptic:

"The government's efforts to ease the constraints on Saudi Arabia's builders also saw the administration lower the price ceiling for a tonne of cement to SR240 ($63.98) from SR250 ($66.65)."

http://e.dunya.com.pk/detail.php?date=2013-07-24&edition=LHR&id=496165_21666200
price hike for cement bag

Offline Abid_ali

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Re: Cement Sector
« Reply #635 on: July 24, 2013, 09:00:14 AM »
http://www.zawya.com/story/Saudi_Arabia_Government_intervenes_in_cement_market-ZAWYA20130716081019/?utm_source=zawya&utm_medium=web&utm_content=editors-pick&utm_campaign=story

"A royal decree issued on April 16 paved the way for the country to import 10m tonnes of cement as a means of making up shortfalls in the immediate term."

10m tonnes is a big amount. I wonder if pakistani manufacturers will be interested in making a a few extra bucks at the expense of reducing gross margins ... 64 $ /tonne too cheap  :skeptic:

"The government's efforts to ease the constraints on Saudi Arabia's builders also saw the administration lower the price ceiling for a tonne of cement to SR240 ($63.98) from SR250 ($66.65)."

http://e.dunya.com.pk/detail.php?date=2013-07-24&edition=LHR&id=496165_21666200
price hike for cement bag
Wow

Offline GlobalInvestor

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Re: Cement Sector
« Reply #636 on: July 24, 2013, 09:07:00 AM »
LPCL & PIOC Rocks  :good
WE Dare to Share the Fundamentals Based, Technically Supported & Sentiments Driven Value Investment LEADS  http://karachistockexchangeblog.wordpress.com

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Re: Cement Sector
« Reply #637 on: July 24, 2013, 09:38:03 AM »
I hate waking up.

Offline ksemr

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Re: Cement Sector
« Reply #638 on: July 24, 2013, 06:58:43 PM »