Discover and read the best of Twitter Threads about #Cement
Most recents (24)
Cement की life मात्र 28 दिन होती हैं , उसके बाद उसमे 70% 80% ताकत बचती हैं। 3 महीने बाद cement की expiry होती हैं और वो बेकार हो जाती हैं ।
ग्रामीण इलाक़ों में लोग इस बात पर ध्यान नही देते इसलिय अधिकतम लोगों को खराब cement मिलता हैं और निर्माण कार्य कमज़ोर हो जाता हैं।
ग्रामीण इलाक़ों में लोग इस बात पर ध्यान नही देते इसलिय अधिकतम लोगों को खराब cement मिलता हैं और निर्माण कार्य कमज़ोर हो जाता हैं।
कोलम और लेंटेर में 28 दिन से पहले की फ्रेश Cement प्रयोग करें ।। plaster में भी फ्रेश का प्रयोग करें । 3 महीने की Expiry होती हैं और उसके बाद cement राख हो जाती हैं उससे बचें। । यही कारन हैं कि दीवारों से प्लास्टर गिरने लगता हैं ना पेंट रुकता हैं ।
Cement बैग पर Expiry date देखकर ले - एक साथ पूरे घर के निर्माण के लिए cement खरीद कर ना डाले ।।
फ्रेश Cement का प्रयोग करें ज़िस्से आपका निर्माण मजबूत और शानदार बनेगा ।।
#awareness #solutions #awake #safe #architecture #housedesign #cement
फ्रेश Cement का प्रयोग करें ज़िस्से आपका निर्माण मजबूत और शानदार बनेगा ।।
#awareness #solutions #awake #safe #architecture #housedesign #cement
📝💡 𝐖𝐞𝐞𝐤𝐥𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬💡📝
Here's is your roundup of top #CarbonDioxideRemoval News Articles / Scientific Papers from the past week: 🌱🪨🎛️🌊
🧵
1/16
Here's is your roundup of top #CarbonDioxideRemoval News Articles / Scientific Papers from the past week: 🌱🪨🎛️🌊
🧵
1/16
1️⃣ @ebbcarbon raises $20 million Series A, "the largest #investment in ocean-based #CarbonRemoval technology to date." 🌊
➡️
2/16
➡️
2/16
2️⃣ @running_tide announced its initial Framework Protocol for #OceanCarbonRemoval. "This is the first carbon removal project utilizing a “fast-to-slow” framework for carbon removal accounting." 🌊
➡️
3/16
➡️
3/16
🚨 PAPER 🚨
A viable & novel formula for a #CarbonNegative, environmentally friendly #concrete that is nearly as strong as regular concrete has been developed recently at Washington State University.
#Concrete
#Biochar
#CarbonSequestration
*Summary* in a🧵 below:
1/6
A viable & novel formula for a #CarbonNegative, environmentally friendly #concrete that is nearly as strong as regular concrete has been developed recently at Washington State University.
#Concrete
#Biochar
#CarbonSequestration
*Summary* in a🧵 below:
1/6
The #AdaniGroups Saga- For Naive #Investors. A thread
I, Mr A(#Adani) have 100 chips. By #Law, I cannot own more than 75, so I hav 73 chips. 27 chips r sold in d market. Anther 15 Chips: My uncle buys them by pretending to b normal people. This is illegal, bt who will catch me?
I, Mr A(#Adani) have 100 chips. By #Law, I cannot own more than 75, so I hav 73 chips. 27 chips r sold in d market. Anther 15 Chips: My uncle buys them by pretending to b normal people. This is illegal, bt who will catch me?
So there are 12 chips left in the market. Out of these, #Funds like #LIC buys 9 chips. 3 chips are now left on the open market.
My #media, #political and PR management and #connections are excellent. There are whispers that I am related to the #king and #Government.
My #media, #political and PR management and #connections are excellent. There are whispers that I am related to the #king and #Government.
Earlier today, #EU agreed on a badly needed reform of the EU Emissions Trading System (#EUETS) which is the system of cap-and-trade of #carbonemissions allowances for #energyintensive industries and the #powergeneration sector. The most critical points are:
1. Agreement to make it compulsory for #EU members to dedicate all their auctioning revenues to #climateaction #investments
2. Sectors covered by the Carbon Border Adjustment Mechanism (recently agreed #EU #carbon import tax) such as #cement, #aluminium, #fertilisers, #electricty production, #hydrogen, #iron and #steel, will see an end to free #allowances for these sectors between 2026 and 2034
#Fundamental and #chart analysis of leader of #cement sector #ULTRATECH #cement #Limited which has delivered good profit growth of 21.9% CAGR over last 5 years
#Chart analysis of #ULTRATECH CMP 6903
✅Reason 1
➡️#ULTRATECH was in downtrend with fall from 8269
➡️This fall had formed very strong and textbook Head & Shoulder Pattern which is getting negated with breakout of equally strong inverse Head & Shoulder Pattern.
✅Reason 1
➡️#ULTRATECH was in downtrend with fall from 8269
➡️This fall had formed very strong and textbook Head & Shoulder Pattern which is getting negated with breakout of equally strong inverse Head & Shoulder Pattern.
✅Reason 2
➡️Downtrend of #ULTRATECH with fall from 8269 was over after hitting 61.8% Fibonacci retracement level
➡️Stock has regained price above 23.6% level and next is ATH level
✅Reason 3
➡️Stock is above all moving averages
➡️Downtrend of #ULTRATECH with fall from 8269 was over after hitting 61.8% Fibonacci retracement level
➡️Stock has regained price above 23.6% level and next is ATH level
✅Reason 3
➡️Stock is above all moving averages
Today, @BloombergNEF published its annual #CCS Market Outlook. The tl:dr is that, based on current announcements, CCS capacity is set to grow 6x by 2030. That’s 44% higher than what we expected last year. And it’s before you take #IRA into account. 🧵 with some key results:
(2/10) CCS is diversifying. Most of the capture will be happening in #industry and #power, rather that natural gas processing. And most of the CO2 will be going in the ground, not to oil wells for EOR.
(3/10) We’ve been saying transport and storage infrastructure could be a bottleneck. *For the moment* it doesn’t look like a problem. There’s more unallocated capacity than capture projects looking for a home for their CO2. This can change quickly, given all that Midwest #ethanol
(1/20)
About:
India is the 2nd largest cement producer in the world with a market share of 8%, behind China (54%)
However the Indian market is one of the most underpenetrated with per capita cement consumption being half of the world, behind countries like Brazil & Indonesia.
About:
India is the 2nd largest cement producer in the world with a market share of 8%, behind China (54%)
However the Indian market is one of the most underpenetrated with per capita cement consumption being half of the world, behind countries like Brazil & Indonesia.
(2/20)
Region was cement consumption:
• Cement consumption is lowest in India’s eastern region (131kg)
• West and North belt has the highest cement consumption in India
• However, going forward, east and central India is all set to provide the next leg of growth
Region was cement consumption:
• Cement consumption is lowest in India’s eastern region (131kg)
• West and North belt has the highest cement consumption in India
• However, going forward, east and central India is all set to provide the next leg of growth
(1/9) I’ve seen a lot of op-eds about how awful it is that #CCS was included in the #IRA. Most lack nuance, because they haven’t clocked that the #energytransition isn’t just about the power sector anymore. Sorry #energytwitter. So, a 🧵 on why carbon capture still has a place.
(2/9) First, I get this. I was a huge #CCS skeptic. Two things changed my mind: modelling pathways to #netzero for materials with my @BloombergNEF team, and the #BNEFNEO team's carbon budgets for industry. Sobering work that taught me a lot.
(3/9) Some industries just can’t do without CCS. Process emissions are just as harmful as combustion. And we’re past the point where abatement of emissions is enough. That means removals, which means #DirectAirCapture.
#Indian #CEMENT Stocks: When #NARRATIVE turns 180 deg SOUTH
Trigger: CCI Investigations (This time ITS DIFFERENT)
... A thread.. You will Enjoy it... its almost "fictional"
Trigger: CCI Investigations (This time ITS DIFFERENT)
... A thread.. You will Enjoy it... its almost "fictional"
1/ For Years starting 2012, there have been accusations that the Indian Cement Industry worked as a "Cartel" given how resilient Cement Industry Margins were despite sharply falling UTILIZATION levels - The NARRATIVE that supported lofty Valuations given resilient Cashflows
2/ In 2016, the Competition Commission of India (CCI) imposed a $800mn fine on 10 companies for fixing prices, including the Holcim units and UltraTech, but the decision has been challenged since then at the Supreme Court (SC).
Many Cement companies down 50% from Highs of last year, now is a good time to review this Cyclical Industry for future Investments
♦️"Cement cannot Travel"
♦️Coal and Power usage 👉🏻 Low Cost producers
♦️Use Cyclicality to your advantage
🧶 Thread 🧶
#Cement #KSE100 #PSX
♦️"Cement cannot Travel"
♦️Coal and Power usage 👉🏻 Low Cost producers
♦️Use Cyclicality to your advantage
🧶 Thread 🧶
#Cement #KSE100 #PSX
Cement is a very low value Commodity ($40-$50/Ton) and cannot absorb Road Freight Charges of $30(South to North). Plants are setup in proximity of Demand Centers
It is vital to Bifurcate North and South players. Local Sales, Exports of both regions should never be combined
1/17
It is vital to Bifurcate North and South players. Local Sales, Exports of both regions should never be combined
1/17
Cement Industry is competitive and has invested in Cost efficiency measures like Captive Power & Waste Heat Recovery
Low cost of production & high Freight (Cement cannot Travel) protects the Industry from Foreign competition
2/17
Low cost of production & high Freight (Cement cannot Travel) protects the Industry from Foreign competition
2/17
1/12 Our government, since when @PMOIndia @narendramodi took office, is
devoted to the welfare of the poor.We’ve taken a number of steps to help the poor and middle class. As a result, the average inflation during our tenure has remained lower than during previous governments.
devoted to the welfare of the poor.We’ve taken a number of steps to help the poor and middle class. As a result, the average inflation during our tenure has remained lower than during previous governments.
2/12 Today, the world is passing through difficult times. Even as the world is recovering from Covid-19 pandemic, the Ukraine conflict has brought in supply chain problems and shortages of various goods. This is resulting in inflation & economic distress in a lot of countries.
3/12 Even during the pandemic, our government set a paradigm of welfare, especially with PM Garib Kalyan Anna Yojana. This is now acknowledged and appreciated the world over. #PMGKAY
#Adani #cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other
than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure
One such area was cement I went very deep into it with a help of top executives & high level geologists who was an IIT & senior person with complete knowledge & expertise.
With him I figured that
Clinker is available cheap in Middle East & is in plenty with good logistics
With him I figured that
Clinker is available cheap in Middle East & is in plenty with good logistics
Let's analyze Cement Sector in India and also check few companies with respect to their Relative #Valuation.
This learning Thread 🧵will give you detail information on #Cement Business Future outlook.
Like ❤️and Retweet 🔄 for more such learning thread in the future.
1/9
This learning Thread 🧵will give you detail information on #Cement Business Future outlook.
Like ❤️and Retweet 🔄 for more such learning thread in the future.
1/9
#India is the second largest producer of #Cement in the world.
It accounts for more than 7% of the global installed capacity. India has a lot of potential for development in the infra and construction sector and the cement sector is expected to largely benefit from it.
2/9
It accounts for more than 7% of the global installed capacity. India has a lot of potential for development in the infra and construction sector and the cement sector is expected to largely benefit from it.
2/9
Major Cement Companies in India are:
⚡️Ultra Tech Cement
⚡️Shree Cement
⚡️Ambuja Cement
⚡️ACC
⚡️Dalmia Bharat
⚡️JK Cement
⚡️Ramco Cement
3/9
⚡️Ultra Tech Cement
⚡️Shree Cement
⚡️Ambuja Cement
⚡️ACC
⚡️Dalmia Bharat
⚡️JK Cement
⚡️Ramco Cement
3/9
Here we are ! Finally, after 18 months of big talks and long-term objectives about #EUGreenDeal, @EU_Commission releases its mammoth package #FitFor55 #FF55.
Here is my key take-aways: the good, the bad, the ugly. #Thread 👇
Here is my key take-aways: the good, the bad, the ugly. #Thread 👇
Good 1: that’s a massive policy push to transform #EUGreenDeal promises into concrete actions to change our ways of life. @FransTimmermans recognises this will be “bloody hard”, but righly underlines that our future depends on it.
Good 2: Creation of the Social Climate Fund that we @DelorsInstitute have been calling for years. This Fund should start as of 2025 with EU budget, and could invest up to 70Bn€ from 2025 to 2032 to finance national plans to ensure social justice in the transition. #EnergyPoverty
#Industry Screening Q2 FY21!
We have filtered 5000 companies & Sector wise analyzed their recent Performances.
Find out which industry has performed strongly during this quarter.
Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in.
We have filtered 5000 companies & Sector wise analyzed their recent Performances.
Find out which industry has performed strongly during this quarter.
Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in.
#Cement Sector: Rural & Govt are driving the demand!
@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy
🧵
@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy
🧵
1/ Demand Drivers
-The fundamentals in the cement industry are strong.
-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.
-Prices are a function of market dynamics
-The fundamentals in the cement industry are strong.
-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.
-Prices are a function of market dynamics
-Lower interest rates will aid infrastructure and real estate demand in the medium to long term.
-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.
-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.
Recap in progress... #FinanceMinister
There is strong recovery in economy
Covid cases, fatality rate easing
Stock market capitalization at record high
Forex reserves at $560 bn
Energy consumption see 12% growth in Oct
Note: Only English notes will be provided, no translation😎
There is strong recovery in economy
Covid cases, fatality rate easing
Stock market capitalization at record high
Forex reserves at $560 bn
Energy consumption see 12% growth in Oct
Note: Only English notes will be provided, no translation😎
GST collections good, Bank credit improves by 5.1%, FDI inflows see 13% rise.
RBI predicts the possibility of a strong recovery by Q3, 1 quarter ahead of expectations.
Moody's revises India GDP forecast for:
CY20 to -8.9% from -9.6% earlier.
CY21 to 8.6% from 8.1% earlier.
RBI predicts the possibility of a strong recovery by Q3, 1 quarter ahead of expectations.
Moody's revises India GDP forecast for:
CY20 to -8.9% from -9.6% earlier.
CY21 to 8.6% from 8.1% earlier.
Progress of announcements made during #AtmaNirbharBharat 1.0, 2.0
Recap on important ones only😀
- Inter-state portability of ration card achieved, covering 68.6 cr beneficiaries, across 28 states
- 1.5 cr monthly transactions on intra-state portable ration cards
Img: CNBC TV18
Recap on important ones only😀
- Inter-state portability of ration card achieved, covering 68.6 cr beneficiaries, across 28 states
- 1.5 cr monthly transactions on intra-state portable ration cards
Img: CNBC TV18
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
#ULTRACEMCO #CEMENT #INFRA #FNO
*** Staged accumulation.
*** Ascending triangle.
*** Closed above 4000. Psychological level.
*** Near previous breakout level.
*** Ave. Del. % increasing with price.... Indication of Strong buyer.
*** Highest delivery% in last quarter.
*** Staged accumulation.
*** Ascending triangle.
*** Closed above 4000. Psychological level.
*** Near previous breakout level.
*** Ave. Del. % increasing with price.... Indication of Strong buyer.
*** Highest delivery% in last quarter.
Derivative data analysis:
*** Shorts covered in Sep series.
*** Long built up in OCT & Nov 20 Series.
*** Basis +ve.
*** Shorts covered in Sep series.
*** Long built up in OCT & Nov 20 Series.
*** Basis +ve.
1/ For the #industry sector our #ParisAgreement sectoral benchmarks report focuses on #cement & #steel. All countries can reduce #cement #emissions intensity 90% by 2050. The #USA lags behind. Benchmarks don't differ much, huge progress needed. Full report bit.ly/CAT_PSR_full
2/ For #steel, all countries can reduce #emissions in this sector to zero by 2050 & aim for 25-30% by 2030. Huge scrap #recycling potential in #EU, #USA, #China. No new conventional steel plants shld be built. #Fuel switch to #hydrogen, #circulareconomy bit.ly/CAT_PSR1
3/ #electrification of #industry combined with decarbonising the #electricity sector is critical. New tech, new materials & material #efficiency needed to decarbonise construction, or risk need for removing #CO2 from #atmosphere. Report bit.ly/CAT_PSR1 #circulareconomy
In an otherwise grim #economic outlook, #Cement stocks shine as a ray of hope in the market - basis better than expected performance of cement companies in Q1 21 and banking on government infra spends to boost #economy post #Covid19 #indianeconomy business-standard.com/article/market…
#IndianEconomy Return of #migrantlabour could turn out to be a boon for #ruralIndia. Better availability of labour, good harvest, MNREGA and PMGKY etc spends could augur well for #ruraleconomy. Besides, availability of manpower also helped in sowing season. #COVID19India #economy
#IndianEconomy Per current outlook on #Covid19 Cities and user states can’t wait indefinitely for normalcy and #migrantlabour to return (even at higher pay). They will have to adopt new construction practices and technology. That is also an opportunity for re/upskilling. #economy
Axis Bank is yet another big Bank to report great results for June2020 qtr
NII grew 20% YoY to 6985Cr
NIM at 3.4%
GNPA fell to 4.72% Vs 4.86% QoQ, reflecting better asset quality
PAT was 1428Cr Vs loss of 1879Cr in preceding qtr&profits came about,despite higher provisioning💪
NII grew 20% YoY to 6985Cr
NIM at 3.4%
GNPA fell to 4.72% Vs 4.86% QoQ, reflecting better asset quality
PAT was 1428Cr Vs loss of 1879Cr in preceding qtr&profits came about,despite higher provisioning💪
Moratorium book of Axis,is just 9.7% of advances Vs 25-28%,earlier
Gravity defying moves of #Sensex are being questioned--well,truth is,1QFY21 results have been far better than consensus--From HdfcBank &ACC,to Bandhan Bank&Infosys, results point to fast paced recovery
#economy
Gravity defying moves of #Sensex are being questioned--well,truth is,1QFY21 results have been far better than consensus--From HdfcBank &ACC,to Bandhan Bank&Infosys, results point to fast paced recovery
#economy
Ignoramuses say,good results from #AxisBank are due to moratorium loans not being classified as doubtful assets or NPAs
Well,Axis has seen contingent provisioning of 1.2% at 6898Cr to cushion against NPAs&still declared healthy profits
Asset quality for most banks has improved
Well,Axis has seen contingent provisioning of 1.2% at 6898Cr to cushion against NPAs&still declared healthy profits
Asset quality for most banks has improved
Introducing the #T20list
This list covers #CNX500 stocks but excludes F&O stocks from the study
stocks at new 20Day highs or lows suggest range #breakout
20Day volume gainers indicate #action
top 20Day % gainers & losers suggests #momentum
This list covers #CNX500 stocks but excludes F&O stocks from the study
stocks at new 20Day highs or lows suggest range #breakout
20Day volume gainers indicate #action
top 20Day % gainers & losers suggests #momentum
#Locustsattack could lead to a #bounty for #agrochemical companies
Smaller #cement stocks are gaining interest. Watch out.
#stockstowatch #howtotrade #trading #T20list
Smaller #cement stocks are gaining interest. Watch out.
#stockstowatch #howtotrade #trading #T20list
