As the coal prices have reversed to mean, cements is one sector which looks vert very interesting to me. Came in my scanner after tracking G Parikh sir’s transactions.
Added mostly on the P/B of 1 and planning to exit at P/B of 2+ ! The leverage should come in play now as freight costs are gone and the stocks should go reverse to mean with an uptick demand in the Infrastructure spend.
Promoter buying is happening every month !
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