The Weekly Street Note — W28 · 10 Jul 2026
🟢 5 Conviction Buy · 🟡 18 Accumulate · Median score 66.6
DANGCEM was the mover of the week, posting the biggest composite jump in the universe (+12.5 points). Cement demand data out of major construction corridors, combined with cost normalisation from fuel subsidy removal effects, appears to be flowing through to earnings expectations. Watch for whether this is the start of a sustained re-rating or a one-week technical bounce.
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