Fundamental analysis by اعتماد مارکت about Stock سخوز on 6 hour ago

اعتماد مارکت
#Anthem 📊 Export Mutation #Cement | August 1 مان مان At the end of August, the export of the entire cement group reached 2.5 billion tomans, indicating a powerful growth of 2 % over the same period last year; This record reflects strong demand for regional markets and Iran's competitive advantage. 🏆 Top five companies in August (Billion USD) ▪️ #Saroj: 1,5 ▪️ #Anthem: 1 # #Sabaqer: 1 ▪️ #Semitism: 1 ▪️ #Subspecies: 1 🔍 Metropolitan analysis - Stretching export demand: The boom in construction projects in neighboring countries and the limitation of the production capacity of some competitors has strengthened Iran's export route. - Exchange rate effect: Relative consolidation of the dollar rate and low riyal production cost has made the export profit margin attractive. - Price prospectus: The rise in the global price of clinker and cement was the support of profitability growth in the second half of the year. 💡 Outcome for investors: The #Cement Group with export acceleration and a strong dollar is one of the defensive options for the capital market, although domestic price controls and the cost of maritime transport are still the main risk of the industry.