Given the projected growth in the sustainable materials market and the recent upgrade to a Strong Buy rating for HCMLY, I believe that the current valuation may not reflect the company’s potential. Thus, I see an opportunity to short the stock before it potentially decreases as earnings expectations adjust.

With the projected growth in the global cement market and recent price target increase by Deutsche Bank, I believe HCMLY is positioned for long-term gains driven by robust infrastructure spending and urbanization, particularly in key emerging markets.