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Ramco Cements (TRCL IN)
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38
Analysis
Materials
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India
The Ramco Cements Limited manufactures cement, ready mix concrete and dry mix products. The Company also exports cement and owns and operates a private sector wind mill power generating farm.
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bullish
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Thematic (Sector/Industry)
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02 Feb 2017 21:25
Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities
The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....
Asia Advisors
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199 Views
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bullish
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Thematic (Sector/Industry)
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25 Jul 2016 14:49
Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs
Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the...
Asia Advisors
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190 Views
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bullish
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Thematic (Sector/Industry)
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21 Jul 2016 18:08
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
Ampersand Investment Advisors
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242 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2016 01:23
Masala Bond Market: HDFC Makes a Start; Ride Unlikely to Be Smooth; INR Outlook to Guide This Market
HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated...
Asia Advisors
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270 Views
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bullish
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Thematic (Sector/Industry)
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15 Jun 2016 18:11
Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
Ampersand Investment Advisors
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262 Views
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