Author Topic: Cement Sector  (Read 474112 times)

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Offline hello123

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Re: Cement Sector
« Reply #2319 on: June 25, 2019, 06:52:43 PM »
North rates
5 days back Rs510 per bag
Today Rs530
Tomorrow as decided by cartel Rs550

Pakinvestorsguide

Re: Cement Sector
« Reply #2319 on: June 25, 2019, 06:52:43 PM »

Offline hello123

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Re: Cement Sector
« Reply #2320 on: June 27, 2019, 06:44:03 PM »
North rates
5 days back Rs510 per bag
Today Rs530
Tomorrow as decided by cartel Rs550

1st JULY rate per bag North to be Rs.590

Offline Investonly

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Re: Cement Sector
« Reply #2321 on: June 27, 2019, 10:39:07 PM »
North rates
5 days back Rs510 per bag
Today Rs530
Tomorrow as decided by cartel Rs550

1st JULY rate per bag North to be Rs.590

who said

Offline salmankaramat

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Re: Cement Sector
« Reply #2322 on: June 28, 2019, 01:07:08 PM »
From Ist July 2019, cement dealers are going on total strike against the new tax laws. There is no cartel, it is gone, Bestway and Fauji Cement have walked away and Bestway Cement is selling at a discount of Rs 30 per bag. Its a trap only, there is no demand in the market so rates are expected to drop below 500. If anybody wants to believe otherwise, he is welcome.

Offline hello123

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Re: Cement Sector
« Reply #2323 on: June 28, 2019, 06:12:03 PM »
FED and Transport Load Change (instead 700 bags now truck carry 350 bag as notification taken back by government is again effective ) result in 35 Rs increase in bag price
Strike and cartel breakup like matters are unpredictable at any stage

Offline hello123

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Re: Cement Sector
« Reply #2324 on: July 03, 2019, 12:14:58 AM »
Sustain price or Strike or whatever
Today's rate per bag is Rs.615.

Offline hello123

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Re: Cement Sector
« Reply #2325 on: July 03, 2019, 07:25:40 PM »
Today North retail rate is Rs.645.

Offline Farooq Qadir

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Re: Cement Sector
« Reply #2326 on: July 25, 2019, 12:46:10 PM »

AKD Daily

Result Preview: Summertime sadness for profitability

•   AKD Cement universe is expected to post a 29%YoY decline in profitability for FY19 as higher energy/fuel cost weigh on margins despite 9%YoY higher retail cement prices. For 4QFY19, profitability is expected to decrease by 60%YoY on the back of lower margins and higher finance cost.
•   Total dispatches of our universe for FY19 are expected to increase by 2.2%YoY  due to increase in exports of 51.3%YoY. Also, increase in market share of our universe resulted  in local dispatches declining by 4%YoY against the decline in industry’s dispatches of 6%.
•   DGKC is expected is post the highest YoY decline in profitability of 66% as increase in finance cost of 5.7xYoY weighs heavy while gross margins are expected to clock in at 16% in FY19 vs. 28% in FY18.
•   We expect MLCF to record a tax credit to the tune of PkR1bn after the company commenced its expansion in 4QFY19 while CHCC is expected to reverse 50% of the tax credit booked in 3QFY19 after the quantum of credit was decreased to 5% in Budget’20 from 10%.
POL, PSO,AICL,SEARL,NRL,FFC,FFBL,UBL,OGDC,MUGHAL

Offline ajeebkhan

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Re: Cement Sector
« Reply #2327 on: August 02, 2019, 05:22:43 PM »
Cement sector Mai bohat jald tezi annay wali hai..
Mlcf dgkc pioc kafi attractive rates par mil rahay Hain.. :skeptic:

Offline venom

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Re: Cement Sector
« Reply #2328 on: August 02, 2019, 06:00:34 PM »
ajaye rally to acha ha wasa bi en 3no ma fy20 ma loss ana ha

Offline Aahaf

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Re: Cement Sector
« Reply #2329 on: August 03, 2019, 12:44:28 AM »
Cement sector Mai bohat jald tezi annay wali hai..
Mlcf dgkc pioc kafi attractive rates par mil rahay Hain.. :skeptic:
maple pioc janay ka khas nahi lekin dg ka bottom filhal to 42 hai lekin 24 pe bhi aaya to har 5 rupay niche buy karta rahoonga

Offline ajeebkhan

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Re: Cement Sector
« Reply #2330 on: August 03, 2019, 12:52:13 AM »
Cement sector Mai bohat jald tezi annay wali hai..
Mlcf dgkc pioc kafi attractive rates par mil rahay Hain.. :skeptic:
maple pioc janay ka khas nahi lekin dg ka bottom filhal to 42 hai lekin 24 pe bhi aaya to har 5 rupay niche buy karta rahoonga
Result Kay baad Lucky ka mazeed aik new low nahin banana jabke index nay iss turn 31500 jaisee support ko bhi break Kar ke new low banaya iss baat ko zahir Kar Raha hai k ab cement sector main halka phulka reversal expected hai

Offline Aahaf

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Re: Cement Sector
« Reply #2331 on: August 03, 2019, 12:57:53 AM »
Cement sector Mai bohat jald tezi annay wali hai..
Mlcf dgkc pioc kafi attractive rates par mil rahay Hain.. :skeptic:
maple pioc janay ka khas nahi lekin dg ka bottom filhal to 42 hai lekin 24 pe bhi aaya to har 5 rupay niche buy karta rahoonga
Result Kay baad Lucky ka mazeed aik new low nahin banana jabke index nay iss turn 31500 jaisee support ko bhi break Kar ke new low banaya iss baat ko zahir Kar Raha hai k ab cement sector main halka phulka reversal expected hai
noman mansha 100 pe le ke 50 pe avg kar chuka hai next 25 pe karega iss se ziyada aur kya giray ga hum ne to golay banai 110 ke baad 10 10 ke ab bus letay jao letay jao phir na kehna mera sabun slow tha

Offline Farzooq

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Re: Cement Sector
« Reply #2332 on: August 07, 2019, 01:14:52 PM »
Coal down to 60$
TOP PICKS
Engro efert ogdc ppl pso dgkc luck hubc ubl hbl atrl nrl nml efoods aicl hcar searl

Offline stuka

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Re: Cement Sector
« Reply #2333 on: August 07, 2019, 01:49:12 PM »
Coal down to 60$

nothing working in the current scenario. this time its highly likely that it will break 60.

but stock movement will be limited.

look at stunning MARI result and price-performance......
Mebl, Bahl, Mari, Hubc, Agic, Hinoon, Gatm,

Offline ajeebkhan

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Re: Cement Sector
« Reply #2334 on: August 07, 2019, 04:20:57 PM »
Coal down to 60$
Alarm Alarm Alarm !!!!
Jiske pass bhi cement stocks Hain for EXIT karoo...
Lucky k stock direction sett Karli hai for 300   :thumbsdown_anim::thumbsdown_anim:
Sector Mazeed 25% discount hoga..

Offline Investonly

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Re: Cement Sector
« Reply #2335 on: August 07, 2019, 04:27:15 PM »
Coal down to 60$
Alarm Alarm Alarm !!!!
Jiske pass bhi cement stocks Hain for EXIT karoo...
Lucky k stock direction sett Karli hai for 300   :thumbsdown_anim::thumbsdown_anim:
Sector Mazeed 25% discount hoga..

Kio k apne sale ker diya aaj  :laugh:

Offline ajeebkhan

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Re: Cement Sector
« Reply #2336 on: August 07, 2019, 04:36:43 PM »
Coal down to 60$
Alarm Alarm Alarm !!!!
Jiske pass bhi cement stocks Hain for EXIT karoo...
Lucky k stock direction sett Karli hai for 300   :thumbsdown_anim::thumbsdown_anim:
Sector Mazeed 25% discount hoga..

Kio k apne sale ker diya aaj  :laugh:
Heheheee... Waisay ye baat bhi sahi hai ... Lekin luck ka direction sett karna bohat alarming hai...

Offline Farooq Qadir

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Re: Cement Sector
« Reply #2337 on: August 16, 2019, 02:03:05 PM »

AKD Daily


Pakistan Cement: Coal prices creating some room to breathe
 
•?Coal prices stand at USD60/ton after touching a three year low of USD59.7/ton as intensifying trade war between China-US and fears of recession across the globe put significant pressure on the prices.

•?The decline serves as a sigh of relief for local players where declining local prices significantly dented the profitability for FY19. LUCK being the least sensitive stands to gain the least while CHCC and PIOC have the most to rejoice.

•?The current downturn is expected to be relatively different from 1HCY19 where PkR depreciation worn out the benefits of decline in coal prices however with expected depreciation already incorporated in our base case, we believe sustaining the current levels will be beneficial for local players.

•?An axe in the shape of declining local cement prices in North can cut off more than the gains with some players providing significant discounts  where upcoming capacities will further increase pressure on prices.

•?We maintain our underweight stance on the sector with PIOC (TP: PkR17.3/sh) as our top sell with the company being heavily leveraged (FY20E D/E: 152%) and most sensitive to changing dynamics.
POL, PSO,AICL,SEARL,NRL,FFC,FFBL,UBL,OGDC,MUGHAL

Offline onlybulls

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Re: Cement Sector
« Reply #2338 on: August 18, 2019, 09:49:26 PM »
Cement sector Mai bohat jald tezi annay wali hai..
Mlcf dgkc pioc kafi attractive rates par mil rahay Hain.. :skeptic:

Coal down to 60$
Alarm Alarm Alarm !!!!
Jiske pass bhi cement stocks Hain for EXIT karoo...
Lucky k stock direction sett Karli hai for 300   :thumbsdown_anim::thumbsdown_anim:
Sector Mazeed 25% discount hoga..

@ajeebkhan
August 2 cement sector me tezi ane wali ha. August 7 just after 5 days cement sector se exit kro.
Bhai kia hogia ha apko.....
Kiyun forum ki lassi bna rhe ho.