Cement and Steel Sector
Both these sectors can outperform index in 2008.
Companies having backward integration with raw materials in Steel industry are set to benefit .
Steel prices are rising and will rise more in 2008. Raw material prices are also on the rise.
Biggest consumer China has also seen production cost go up significantly.
Indian Steel demand is robust and focus on infrastructure will keep it that way.
Gujrat NRE coke,sesa goa, Tata steel looks good in this sector.
Cement sector is going in for huge expansion to cope up with the demand, but the new capacities will start coming in from first quarter of FY09. Demand and price realization will remain firm in these scenarios. Some government has tried to curb the price rise in cement saying they will import cheap cement from outside. But cement prices are high across asia and so poses no immediate threat to local cement makers.
Till the monsoon kicks in around june-july. These 2 quarters can see huge construction activity.
India Cements, Grasim Industries , Shree Cements looks good if one want to enter this sector.
Sunday, February 10, 2008
Cement and Steel Sector
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