Specific signals from the monthly report of the Hamlet Group In the Hamlet Group, in contrast to the weak reports of the summer, the monthly reports that come out indicate that the companies' sales are strengthening in the shadow of the growth of the price of cement on the commodity exchange. In fact, the decline in profit margins, caused by cement price stability and cost increases in the summer, is strengthening again, and we generally believe that cement companies will have a stronger earnings environment in the fall. Of course, take into account that the industry as a whole has reached full maturity and it is not possible to go for every stock.

Specific signals from the monthly report of the Hamlet Group In the Hamlet Group, in contrast to the weak reports of the summer, the monthly reports that come out indicate that the companies' sales are strengthening in the shadow of the growth of the price of cement on the commodity exchange. In fact, the decline in profit margins, caused by cement price stability and cost increases in the summer, is strengthening again, and we generally believe that cement companies will have a stronger earnings environment in the fall. Of course, take into account that the industry as a whole has reached full maturity and it is not possible to go for every stock.