Cyclica stsock trading trategies.

 Cyclical Stocks 


Cyclical stocks refers  Quickly change their direction from Higher to low as well as quickly turn around from the Bottom.. Economic activities will adversely impact on some sectors in which stocks would journey along with that direction that is known as Cyclical stocks.


Cyclical Industries such as Construction, Energy, Cement, Chemicals, Metals, and Capital goods which industries will outperform during the  economic peak . In contrast, it will perform poorly during the Economic contraction. 


In terms of the stock market investment which will play a pivotal role when constructing the portfolio because  these types of the stocks would give huge returns in the short term this is because these are key drivers of Economic growth so the Portfolio managers hold a large portion of the  Cyclical stocks  during the Economic boom period. Whereas, they would reduce stock holding when the economy is getting showdown. 


Cyclical industries which have high Operating and Financial leverages, During  the Economic acceleration period which industries will run with full capacity, get pricing power, and cash flow will improve dramatically. These scenarios will change radically during the Economic showdown or Economic crisis. Prices will drop due to lower demand, running with lower capacity that hits operating margin because industries are High capital intensive.  Higher fixed costs swallow operating profits. Generally they need to upgrade their product sequentially to compete with rivals so that they need to invest money for Technology upgradation, New product development, Replace the older Equipment. 




Best case Scenario

Worst case Scenario

  • During the Economic peak will outperform 


  • Higher demand will give pricing power 


  • Running with Full capacity 


  • Higher operating margin because fixed costs are so high


  • Financial cost will come down during a lower interest rate period. 


  • During the Economic period Equity return will be robust 


  • Cashflow will improve  because of aggregate leverages will generate more cash, and they are able to reduce their debt 




 

  • Perform poorly during the Economic showdown or Economic crisis 


  • Prices will drop due to less demand


  • Run with less capacity due to lower demand

 

  • Operating margin wi shrink because variable costs will increase 


  • Naturally there are capital intensive so Financial costs will increase during higher interest rate periods. 


  • They sequentially need to upgrade Technology, Product development, and replace Machine and Equipments  


  • Operating and Financial leverages  will compress the operating margin due to higher variable costs 


Interest rate cycle and Cyclical stocks 


Interest rate cycle is highly correlated with Cyclical stocks. In terms of  India, the majority of Indians are buying  House, Car,Electronics  & Luxury items  through EMI. Higher Interest rate would increase Monthly Installment, in such a situation they would postpone their purchasing decision. On the other hand, Lower Interest encourages them to buy more products because the cost is likely to be affordable to them.   


Housing sales, and Automobiles are leading indicators of Economic health, as slowdown of the household spending is an earlier indicators of Economic stagnant that could accelerates finished goods inventory 


Cyclical industries are naturally capital intensive, they will use more Financial exposures to expand their business during the lower interest cycle, which will create additional Financial burden when elevating the interest rate. 


Commodity Price vs Cyclical stocks 


Those industries typically consume Base metal, and Energy Commodities, Higher commodities that will increase input costs  that leads to lower operating costs.  By this momentum, The entities have to pass to End users eventually sales volume decline. Eventually competition might spiral up then they begin to cut the price in order to retain their market share. 


I have given below some key reasons for increase of  Commodity price


Dollar index  Fluctuation

Supply chain constraint 

Market demand exceeded the supply 

War & Geopolitical tension 


Free trade Agreements and Foreign trade policies 


India has made foreign agreements with many countries. Japanese companies are piling up huge amounts of steel because of the free trade agreement between India and Japan . 


Likewise Paper Industries are also facing lots of competition barriers by Importing paper. Chineses Electric transmitters, Electronics, and Automobile OEM  are struggling to compete with Chinese Import products 


The Indian Chemical Industries have been facing lots of trouble by China being dumbing the Chemicals in the word market. 


When to invest in Cyclical stocks? 


Cyclical stocks are probably trading at a low PE ratio, so PE ratios are another valuation metric that will not be effective methods to evaluate these types of stocks. 


First thing is to understand the nature of Business which will vary from industry to industry. We look at them in general terms. Low Interest rate, Disposable Income, GDP Growth rate, and Government's fiscal policy also affect Cyclical stocks' performance. 


I have given some ideas on how to select the sectros at the right time and what factors could impact on each sector. 



Sectors 

Key factors 

Metal & Mining 



Paints 




Automobile 



Fertilizers





Construction


Capital Expenditure 

Supply disruption, Dollar Index, Batic Dry index



Crude oil prices, and Chemical inputs 



Monthly Auto sales and Festival season sales volume, Crude oil prices, and Base metal prices. 



 Natural gas, Rainfall, & Agri chemicals demand 



House sale data, Commercial space demand, Rental growth, Real estate costs. And  cement & steel prices. 


Public & Private investment trend, IIP Data & GDP growth rate



Conclusion

 

These stocks fall in the Boom & Burst category. Any wrong entry will burn you. Traders must be watching important Macro Events such as RBI Monetary policy, GDP Numbers, IIP Data. and Bond yield curve. 

The trader who needs to know the market pulse and market expectations before coming out with key Macro Events data. Thoe stocks are more sensitive that will change its trend more quickly 


Contra investments might be a better strategy to multiply your money by Cyclical stock investments. Put your money in the worst situation and book your profits when Economy is getting hot. 


The viewers can get more clarity by read one of my Articles How to predict the stock market 


If anybody wants to improve their stock market knowledge to new Height: WhatsApp  8015837459 Or Mail to me : gopianthadisp@gmail.com 

We offer Various courses for different requirements Technical analysis, Sector Analysis, Fundamental analysis and how to interpret the Stock market news.   


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