Will the wave of mergers lead to sustainable re-rating History is favoring a Yes. 5 cement stocks with upside potential of up to 44%

When the monsoon arrives, cement is one type of stock that experiences pressure. This time is no exception; pressure has been placed on the stocks. However, a distinction has also been made between a cyclical downward tendency and better or worse business and operating conditions than in recent years. The pressure and cement offtake condition has improved within the past three years.It has been observed that demand is not declining as sharply as it formerly did. This could be due to the fact that infrastructure is receiving significantly more attention overall or that as the economy expands, cement producers will experience an improvement in their overall demand matrix. Cement is currently going through a wave of consolidation, similar to how other industries have experienced it.

There are numerous historical cases where mergers and acquisitions have occurred before the following cycle of stock re-rating.It has been observed that demand is not declining as sharply as it formerly did. This could be due to the fact that infrastructure is receiving significantly more attention overall or that as the economy expands, cement producers will experience an improvement in their overall demand matrix. Cement is currently going through a wave of consolidation, similar to how other industries have experienced it. There are numerous historical cases where mergers and acquisitions have occurred before the following cycle of stock re-rating.