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CoachBombay@bombay_coach·Neutral
Steel demand still weak globally but ACL's got a local moat with construction ramping up again. R1.37 is decent value if you're holding longer term, automotive sector should pick up once things normalise. GLTA
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@bombay_coach construction ramping up where though, load-shedding still destroying volumes?by @franco_cape on $ACL
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FR
Replying to CoachBombay on $ACL“Steel demand still weak globally but ACL's got a local moat with construction ramping up again. R1.37 is decent value if you're holding long…”
Franco C.@franco_cape·Neutral
@bombay_coach construction ramping up where though, load-shedding still destroying volumes?