Cemex SA

CX-N

NYSE:CX

1.85
0.14 (7.04%)
CEMEX S.A.B. de C.V., known as Cemex, is a Mexican multinational building materials company headquartered in San Pedro, near Monterrey, Mexico. It manufactures and distributes cement, ready-mix concrete and aggregates in more than 50 countries.
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Analysis and Opinions about CX-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 14, 2016

40% of revenues are already in the US, so Trump is not going to have a huge detrimental effect. The only problem with this company is that they made a bad acquisition about 5-6 years ago, and are still paying for it. Their credit quality is a little under investment grade, and they still have a lot of debts to pay off before they can really turn this company around and start to have more success.

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Cemex SA (CX-N)
November 14, 2016

40% of revenues are already in the US, so Trump is not going to have a huge detrimental effect. The only problem with this company is that they made a bad acquisition about 5-6 years ago, and are still paying for it. Their credit quality is a little under investment grade, and they still have a lot of debts to pay off before they can really turn this company around and start to have more success.

WAIT
WAIT
April 13, 2016

You have time on this. They are still shutting down production in the shale oil/gas. This is just not the right cyclical moment. Chart indicates that this is starting to turn. He would want to see it stabilize. Give it some time.

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Cemex SA (CX-N)
April 13, 2016

You have time on this. They are still shutting down production in the shale oil/gas. This is just not the right cyclical moment. Chart indicates that this is starting to turn. He would want to see it stabilize. Give it some time.

COMMENT
COMMENT
October 23, 2015

This was a market favourite pre-financial crisis where it had too much debt. It is one of the most basic industries and has done relatively well. If you are looking for one play on global cement demand, this is the most global of them all.

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Cemex SA (CX-N)
October 23, 2015

This was a market favourite pre-financial crisis where it had too much debt. It is one of the most basic industries and has done relatively well. If you are looking for one play on global cement demand, this is the most global of them all.

COMMENT
COMMENT
March 13, 2015

One of the top 3 cement producers globally and has an enormous range. With the financial crisis, being geographically diversified didn’t work. It hasn’t done badly over the last 5 years, however it is a construction play. If you are worried about the outlook for the economy, you should consider taking a loss on this if you own.

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Cemex SA (CX-N)
March 13, 2015

One of the top 3 cement producers globally and has an enormous range. With the financial crisis, being geographically diversified didn’t work. It hasn’t done badly over the last 5 years, however it is a construction play. If you are worried about the outlook for the economy, you should consider taking a loss on this if you own.

PAST TOP PICK
PAST TOP PICK
October 15, 2014

(A Top Pick Sept 6/13. Up 2.21%.) This is his highly leveraged bet on an improving economy, but obviously it didn’t work out very well. If you believe in the economy, it is a good one to own, but feels it is dangerous to own it right now.

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Cemex SA (CX-N)
October 15, 2014

(A Top Pick Sept 6/13. Up 2.21%.) This is his highly leveraged bet on an improving economy, but obviously it didn’t work out very well. If you believe in the economy, it is a good one to own, but feels it is dangerous to own it right now.

BUY
BUY
January 23, 2014

Starting to perform a little better. The debt levels on the balance sheet are a little high. A pretty good infrastructure play. It is Europe, Mexico, Latin America.

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Cemex SA (CX-N)
January 23, 2014

Starting to perform a little better. The debt levels on the balance sheet are a little high. A pretty good infrastructure play. It is Europe, Mexico, Latin America.

TOP PICK
TOP PICK
January 9, 2014

Cement ready mix and aggregates. Exposure to Mexico, US, Europe and emerging markets. A plant is very, very expensive to build so competitors find it hard to enter.

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Cemex SA (CX-N)
January 9, 2014

Cement ready mix and aggregates. Exposure to Mexico, US, Europe and emerging markets. A plant is very, very expensive to build so competitors find it hard to enter.

DON'T BUY
DON'T BUY
December 9, 2013

The largest cement producer in the Americas. Losing money for the last 4 years because they leveraged up on debt just before the financial crisis. They refinanced the debt in 2011. Not the best way to play Mexico because they floated their Latin American housing business as a separate subsidiary and that would be a better play. BNS-T might be an even better way to play Mexico.

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Cemex SA (CX-N)
December 9, 2013

The largest cement producer in the Americas. Losing money for the last 4 years because they leveraged up on debt just before the financial crisis. They refinanced the debt in 2011. Not the best way to play Mexico because they floated their Latin American housing business as a separate subsidiary and that would be a better play. BNS-T might be an even better way to play Mexico.

TOP PICK
TOP PICK
September 6, 2013

They make concrete. This is a bet on an improving American and European economy. Have a lot of debt. Likes this because an indebted company, whose earnings start to improve, the stock goes up a lot because investors have a discount on it because of debt. Very volatile.

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Cemex SA (CX-N)
September 6, 2013

They make concrete. This is a bet on an improving American and European economy. Have a lot of debt. Likes this because an indebted company, whose earnings start to improve, the stock goes up a lot because investors have a discount on it because of debt. Very volatile.

DON'T BUY
DON'T BUY
April 2, 2013

(Market call minute.) Thinks the valuation is a bit too rich.

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Cemex SA (CX-N)
April 2, 2013

(Market call minute.) Thinks the valuation is a bit too rich.

COMMENT
COMMENT
May 25, 2012
Has actually done pretty well this year until a few months ago. This was the emerging market infrastructure stock. This was Mexico who knew how to operate in other emerging markets so they acquired other cement companies globally and discovered it was a lot more difficult to manage. Got a lot of depth, which ballooned their balance sheet up. Now range trading between $5 and $10. Until the European debt crisis is resolved and there is greater certainty about the long-term outlook for construction projects, it won't do well. On a 3-5 year view it will probably be a decent investment.
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Cemex SA (CX-N)
May 25, 2012
Has actually done pretty well this year until a few months ago. This was the emerging market infrastructure stock. This was Mexico who knew how to operate in other emerging markets so they acquired other cement companies globally and discovered it was a lot more difficult to manage. Got a lot of depth, which ballooned their balance sheet up. Now range trading between $5 and $10. Until the European debt crisis is resolved and there is greater certainty about the long-term outlook for construction projects, it won't do well. On a 3-5 year view it will probably be a decent investment.
DON'T BUY
DON'T BUY
April 11, 2012
Too much debt. The big acquisition that was made in Australia in 2007 was the death knell for them. If you want to get into the cyclical cement business, he would prefer Holsim.
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Cemex SA (CX-N)
April 11, 2012
Too much debt. The big acquisition that was made in Australia in 2007 was the death knell for them. If you want to get into the cyclical cement business, he would prefer Holsim.
DON'T BUY
DON'T BUY
February 24, 2012
Mexican cement company. This was one of the leading emerging market stocks. Stumble very badly due to over expansion ahead of the global financial crisis. Has recovered somewhat. Until it is able to unload the acquisitions made, particularly in the US, this is likely to be dead money.
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Cemex SA (CX-N)
February 24, 2012
Mexican cement company. This was one of the leading emerging market stocks. Stumble very badly due to over expansion ahead of the global financial crisis. Has recovered somewhat. Until it is able to unload the acquisitions made, particularly in the US, this is likely to be dead money.
DON'T BUY
DON'T BUY
February 2, 2012
Sold his holdings in 2008. Cement industry is very fragmented. Debt level is enormous. When US housing recovers, this stock will do very, very well.
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Cemex SA (CX-N)
February 2, 2012
Sold his holdings in 2008. Cement industry is very fragmented. Debt level is enormous. When US housing recovers, this stock will do very, very well.
DON'T BUY
DON'T BUY
November 7, 2011
Mexican cement company. This is a difficult environment for cement companies, especially in the US where there is not a lot of growth. Debt to EBITDA is about 7.2 times and they have to bring it down to 7 by the end of the year. Made a bunch of acquisitions, which they still have to work through.
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Cemex SA (CX-N)
November 7, 2011
Mexican cement company. This is a difficult environment for cement companies, especially in the US where there is not a lot of growth. Debt to EBITDA is about 7.2 times and they have to bring it down to 7 by the end of the year. Made a bunch of acquisitions, which they still have to work through.
Showing 1 to 15 of 79 entries

Cemex SA(CX-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Cemex SA is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Cemex SA(CX-N) Frequently Asked Questions

What is Cemex SA stock symbol?

Cemex SA is a American stock, trading under the symbol CX-N on the New York Stock Exchange (CX). It is usually referred to as NYSE:CX or CX-N

Is Cemex SA a buy or a sell?

In the last year, there was no coverage of Cemex SA published on Stockchase.

Is Cemex SA a good investment or a top pick?

Cemex SA was recommended as a Top Pick by David Driscoll on 2016-11-14. Read the latest stock experts ratings for Cemex SA.

Why is Cemex SA stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Cemex SA worth watching?

0 stock analyst on Stockchase covered Cemex SA In the last year. It is a trending stock that is worth watching.

What is Cemex SA stock price?

On 2020-03-27, Cemex SA (CX-N) stock closed at a price of $1.85.