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xmart
xmart
Top contributor
Top contributor
Posts : 728
Join date : 2015-01-17

Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Tue Jun 23, 2015 8:34 pm
thanks for the encouragements guys..

ok. we are back in business. return after currency market volatility. when stock fail, i go for currency and when currency fail im here again.

good thing about stock is you do not have to worry about temporary volatility as you invested in businesses. but if you look away for a moment currency market may wipe out your whole wealth. when i need some trading, i go for currency.  recent EUR/USD drama made me few bucks. so back to stocks.

lets talk about tiles now.

LWL/RCL/CERA/TILE

As we discussed above manufacturing process of porcelain/ ceramic is somewhat similar to glass. if we go in to details,

1. preparation of raw materials
2. pressing and drying
3. firing with or without glaze
4. adding refinement
5. packaging and delivery

preparation, pressing, drying and firing all of these use electricity heavily. as discussed earlier electricity/ energy cost is accountable for 20-30% of production cost. with taking fuel price reduction, transportation cost also will come down significantly.

moreover, tile industry is proportional to construction industry as i always said. since we can expect a healthy industrial and service sector growth, specially in north/east and rural areas, aluminium, tile, cement etc, construction based consumption industry may benefit from it.

slstock has done a wonderful work on tile and we can see more on
[You must be registered and logged in to see this link.]

awaiting valuation and profitability comparison...


Last edited by xmart on Wed Jun 24, 2015 8:48 pm; edited 1 time in total
sureshot
sureshot
Posts : 35
Join date : 2015-04-17

Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Tue Jun 23, 2015 10:07 pm
you have missed LCEM.N
comes under manufacturing Laughing
Backstage
Backstage
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Join date : 2014-02-24

Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Wed Jun 24, 2015 3:11 pm
sureshot wrote:you have missed  LCEM.N
comes under manufacturing  Laughing


Not if they are manufacturing nothing for the last 10 years.
avatar
jiggysaurus
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Posts : 548
Join date : 2014-07-09

Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Wed Jun 24, 2015 3:45 pm
Message reputation : 100% (1 vote)
Backstage wrote:
sureshot wrote:you have missed  LCEM.N
comes under manufacturing  Laughing


Not if they are manufacturing nothing for the last 10 years.

The country's premier dead rope manufacturer. Chief Marketing Officer is Oneshot.
xmart
xmart
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Posts : 728
Join date : 2015-01-17

Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Tue Aug 04, 2015 8:59 pm
Just a quick update:

Tile sector is doing well. they have perform better than last Q1/2014. its better them to get consolidated around this levels before next move.

next Q is vital for deciding the direction of this sector.

cheer fellas..
Leon
Leon
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Insight for Manufacturing Industry - Page 2 Empty Re: Insight for Manufacturing Industry

on Tue Aug 04, 2015 10:23 pm
Message reputation : 100% (1 vote)
How the hell I missed this valuable thread??
Excellent Xmart.

+ like
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