MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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JK Cement: Healthy Margins Sustain
With 14.7 MT grey cement capacity, JK Cement is the fourth largest player in North India contributing over 40% of its revenues.
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JK Cements: Robust Performance; Valuation Fair
The stock is currently trading at 15x/13x FY22E/FY23EEV/EBITDA which we believe is fairly valued. We value JKCL at 13x FY23E EV/EBITDA to arrive at...
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JK Cement: Strong Show with All-Round Performance
JK Cements is one of the largest cement players in North India. It manufactures grey cement, white cement and white cement-based wall putty....
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Nuvoco Vistas IPO Trading - Tepid Demand
Nuvoco Vistas (NV) raised around US$673m in its India IPO. It is promoted by the Nirma Group and has recently acquired Emami’s cement business.
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