Saturday, August 28, 2010
Fundamental investment analysis of India cement companies
August 28, 2010: Here is a breakdown of financial fundamentals of cement companies. The valuation of these companies are being discounted due to the supply issues and the weak market conditions. For a long term investor, this presents an opportunity to pick up some good stocks in this industry. Based on financial efficiency of the company (See heat map below), the following stocks seem to have a sound footing: ACC, AMBUJACEM, BINANICEM, BIRLACORPN, GRASIM, SHREECEM. Investors can create a basket of these stocks and average down over the next 3-6 months.
A red colored cell indicates a high number in that category and blue colored cell indicate the lowest in that category
Labels: ACC, AMBUJACEM, BINANICEM, BIRLACORPN, CEMENT, FundamentalAnalysis, GRASIM, SHREECEM

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