These Stocks Could Soar! | Infra | Capital Goods | Defence | Paint | Consumer Durables | Power

Nice Prava Ravi and the team.

and all.........

Kudos Pravas ...

Any chance to recover paint sector small cap stocks

Thoughtfully logical analysis 😊

❤❤

They find it very difficult to communicate in english. Why not malayalam

Superb

Even after Sharp correction so far Asian Paints is still overvalued with a PE of 50 plus. Infrastructure companies like L&T being the giant, with attractive PE swings between ₹3200 to ₹3900 while RVNL is still overvalued and a further correction cannot be ruled out.
More companies have been coming in the field of renewable power sectors while PFC, REC and IREDA are financing them.
HAl and Mazdock looks attractive in terms of PE while the construction of INS Vishal is widely hoped to be given to Cochinshipyard, the blockbuster till the last budget and the one faced the biggest crash ( 54%) for the last 5 months.

Howard Marks imparts a lot of knowledge on market cycles.

👏👏👏

Great content, as always! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

AFTER CENTRAL BUDGET INFRA MAY MOVE UP VERY FAST

I think if E.V sales rise the renewable energy sector give very good performance