Categories
Cement

Cement stocks take it on the chin

I always find it interesting when a sector under performs when the markets are doing well.

Cement has been the big underperformer of 2013 so far as can be seen from the table below (Close of 31 Dec,2012-Close of 15 Jan 2013):

Company Rise/Decline in %
BIRLACORPN 7.083471899
NCLIND 4.485488127
ANDHRACEMT 3.333333333
BURNPUR 2.325581395
OCL 1.061712011
KAKATCEM -0.777047221
AMBUJACEM -1.443504231
PRISMCEM -2.104208417
SANGHIIND -2.232142857
BINANIIND -2.372262774
SHREECEM -2.56092835
INDIACEM -2.916895982
ACC -3.05823209
ULTRACEMCO -3.310174697
BVCL -3.553299492
HEIDELBERG -3.726708075
MADRASCEM -5.571370476
GUJSIDHCEM -5.576208178
JKCEMENT -6.493686693
KCP -7.3089701
CHETTINAD -8.026554013
SAGCEM -8.631977946
DECCANCE -8.787878788
MANGLMCEM -10.45679692
JKLAKSHMI -12.22531724
Categories
RealtyStocks

Sector Focus:Realty Stocks

Realty stocks seems to be back in focus for punters in the market.

We have stocks like Ashiana Housing and Kolte Patil at 52 week highs.

Kolte Patil is especially interesting…it has zoomed by nearly 70% in the last one month alone (16 Nov-18 Dec)

Thats whats makes the Indian equity markets so exciting…there is never a dull moment !

Readers may be interested in knowing that Crisil is conducting a free webinar tomorrow on select real estate companies.According to them, “these select real estate companies are at historical low valuations and offer strong upside”

The companies are Ashiana Housing Ltd , Bhartiya International Ltd ,  Nitesh Estates Ltd ,Parsvnath Developers Ltd  and The Phoenix Mills Ltd

Categories
SolventExtractor

Diyas, Oil and the Stock Market

Had gone shopping for diyas and oil for Diwali.The high price of oil gave me a minor sticker shock.

A bit of data digging reveals that Solvent Extractors have been the worst performers of the stock market.

Check out the last one years performance (2 Nov 2011-2 Nov 2012):

KSE (-11.29%)

RuchiSoya (-39.27%)

Gokul (-55%)

KSOils(-55.67%)

RajOil (-78.35%)

So just like you can have high realty prices but lousy real estate stock prices, you can have high oil prices but lousy stock prices.

Categories
Banks Video

Chanos still shorting China Bank Shares

Aren’t Indian PSU Banks in the same boat…?

Categories
Tyres

The Tyres Roll On

The year so far has been great for tyre stocks.Falling rubber prices have ensured that the stock prices have been rising.

Check out the performance of tyre stocks so far (2 Jan 2012-3 Sep 2012):

JKTyre: 78.39%

BalKrisInd: 71.85%

ApolloTyre: 58.15%

Ceat Ltd: 50.2%

MRF: 45.27%

TVSSRICHAK:14.36 %