Forecasting the stock market today, November 16, 1400 / Reviving the stock market or improving the economy?
According to Tejarat News, cement units in the north of the country face power outages in summer and gas cuts in winter. This issue affects the production of these factories and, by its nature, the price of products. Now the question is whether the alarm has been sounded for cement shareholders?
Abbas Hosseini, vice president of the Cement Employers Association, said: “Since last Saturday, at the same time with the decrease in air temperature, the gas supply to cement units began and continues.” Currently, cement plants located in the northern and northeastern regions of the country are facing gas shortages, and currently cement production in these areas is done with diesel fuel.
Alarm for cement shareholders
Ebrahim Samavi, a stock market expert, said: “Every year, due to the cold weather, the cement, petrochemical and metals groups face the threat of reducing production.”
He continued: “This year, this has happened ahead of time for the cement companies.” Cutting off gas in winter for cement companies means not using production capacity and reducing it, reducing profits and finally sounding the alarm for cement shareholders.
The world of economics wrote:
Reviving the stock market or improving the economy?
Imagine yourself in a city covered in thick fog. It is beautiful for many to see it from above. No? A view that many go up to see the foggy city from the highest point, but what about life and activity in the foggy city? that’s beautiful? Is it tolerable? Not for a day or a week, for a long time. A thick fog that you can hardly see in front of you and walk in with fear and trembling. This is the picture today of economic activity and investment in the situation that experts are drawing. Experts believe that the environment for economic activity, investment, analysis and forecasting is ambiguous. It is not a vision.
In the time since the thirteenth government came to an end, the events that were accompanied by criticism in the previous government were not to be repeated. The events that the supporters of this government accused the government of being corrupt are the cause of instability, and things like that, but now they are silent about the continuation of those events or, in the most optimistic state, they ask the people for patience and time for the government.
We do not need to go far. The issue is the issue of today and yesterday that happened in the country; Urging to review the bill to eliminate the 4,200 Toman currency, despite all the calamities of the people’s representatives about corruption and rent-seeking, did not vote. Or remove the pricing of an order that seems to be overshadowed by economics and markets at the moment. On the other hand, when the thirteenth government came to power, the issue was raised that now all forces are united and can fulfill the promises and actions with a single voice, but what happened that we entered this atmosphere of fog and lack of consensus?
A shadow of distrust over the economic environment
In an interview with “Dunya-e-Eqtesad”, Elnaz Afshar, an expert in the field of stock exchange, uses the keyword “creation of the hour” to approve and reject the economic decisions of the government and parliament. He believes that such a process will have no result other than “mistrust and capital flight from the stock market.” According to him, “investors analyze companies based on political decisions that affect the profitability of companies, and when these decisions are revoked, the entire analysis of shareholders will be violated, resulting in mistrust and incorrect decision-making and confusion of investors.” That is why, according to Afshar, investors prefer to flee, and “leads to the outflow of liquidity from the market, because the ability to analyze has been taken away from investors and a shadow of distrust has fallen over the capital market.”
The existence of an atmosphere full of ambiguity and uncertainty is a point that Bahman Fallah, another expert in the field of stock exchange, also addresses in an interview with the “World of Economy”. In such an atmosphere, he said, “economic actors can not paint any particular vision for themselves in any market.” What happens as a result? Stock market activists, economists, investors, shareholders and all “are in a state of confusion.” Of course, he also points out in his speeches in this section that these events “are all negative signals that create a lot of psychological burden for investors in different markets that they can not create a clear vision for themselves.”