Sanjiv Bhasin highlights the strength of the cement sector, particularly UltraTech, ACC, and Ambuja. Cement is going through the roof. Look at the price. There is a cartel. 53% of market share is with five players. UltraTHe recommends buying Dalmia Cement on declines. Bhasin believes these stocks will continue to be re-rated and perform well in the current market.
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