ACC: Delivers An Excellent All-Round Performance
We value ACC at 11x its CY22E EV/EBITDA to arrive at TP of Rs 2,490/share, implying an upside of 16% from the CMP. ACC reported a robust...
120 Views
Expansion provides growth visibility
ACC's 2QCY21 result surprised positively on strong cost control. Moreover, coupled with a better pricing environment, this led to EBITDA/t of...
123 Views
ACC (Results Review 2QCY21): Unitary EBITDA at 12-year high on cost controls. Maintain BUY
Expansion update and outlook: ACC expects to commission 2.7/1.0mn MT clinker/cement capacity by Q2CY22 and the remaining 2.6mn MT SGUs in UP by the...
106 Views
Last Week in Event SPACE: NTT Docomo, Car, Sunac Services, Evergrande, Jardine Cycle, PRC Antitrust
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
348 Views
Last Week In Event SPACE: Keisei/Oriental Ld, Nat'l Storage, Sembcorp, Leyou, Accordia Golf, Samba
Last Week in Event SPACE ... With Tokyo Disneyland opening this past Wednesday, Keisei Electric Railway Co (9009 JP) was coming up "expensive"....
400 Views