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cement stocks to buy: Cement prices to be a little bit weak near term & cement companies to have lower profitability: Rakesh Arora

Rakesh Arora discusses the impact of market share competition on cement prices despite good demand. Strategic acquisitions during low prices can lead to cheap valuations. The industry sees consolidation with big players like UltraTech and Adanis competing.

Sandip Sabharwal: May consider cement pack after a few months; Axis Bank a candidate for rerating: Sandip Sabharwal

Sandip Sabharwal highlights Axis Bank s undervaluation, potential for re-rating. Discusses RBI s ban on Kotak credit cards, online accounts. Aditya Birla Group s impact on stock prices and the caution advised in the cement sector due to pricing pressures.

FPO marks start of Voda Idea 2 0 : Kumar Mangalam Birla says India deserves 3 telecom players

Shares of Vodafone Idea rebounded more than 11 per cent in the trading session on Thursday after the securities issue in FPO were listed. The stock kicked-off the trading session at Rs 11.80 but was seen at Rs 13.10 within a few minutes.

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