External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>We visited Sagar Cements’ recently-acquired SGU of Andhra Cement and its 1.5mn MT SGU—both of which are in Visakhapatnam</li><li>Sagar is scrapping the grinding plant (Andhra Cements’) and preparing it to sell off the land parcel (107 acres, proximity to residential areas)</li><li>We believe the timely sale of the land parcel at a proper rate can deleverage as well as rerate the company</li><li>Sagar’s operational SGU at Visakhapatnam is GreenCo platinum-certified, manufacturing all types of cement and is majorly operating on green power</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We visited Sagar Cements’ recently-acquired SGU of Andhra Cement and its 1.5mn MT SGU—both of which are in VisakhapatnamSagar is scrapping the grinding plant (Andhra Cements’) and preparing it to sell off the land parcel (107 acres, proximity to residential areas)We believe the timely sale of the land parcel at a proper rate can deleverage as well as rerate the companySagar’s operational SGU at Visakhapatnam is GreenCo platinum-certified, manufacturing all types of cement and is majorly operating on green powerContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sagar Cements: Gearing up to Monetise the Andhra Land