From takeovers to a makeover: Are cement stocks ready for re-rating? 8 cement stocks with upside potential from 6 to 42%

There are enough examples of industries with weak players that were taken over by stronger ones, leading, over time, to a better operating matrix. For instance, the power industry. The mergers there did make headlines as they mostly happened because of IBC, with sick firms being taken over by large players. Once it happened, the condition of the power sector improved dramatically. The cement sector, which has seen a number of mergers and acquisitions, is now at a stage where soon there will be just a few select players left. Operating margins will then improve and stocks will get re-rated.