The latest analysis and commentary by stock market guru Mayuresh Joshi of Angel Broking, spoke at length on why he is bullish on AB Capital, Menon Bearings, Brigade Enterprise, Oberoi Reality, Godrej Properties and why not upbeat on Balrampur Chini.
He is upbeat on Brigade Enterprise and advices holding Oberoi Realty and Godrej Properties.
From valuation perspective if one is looking at the midcap space, he recommends AB Capital on back of the theme of financialisation of savings and Menon Bearings, which is an exclusive provider for M&HCV bearings. It has high margin business.
He is not so bullish on Balrampur Chini.
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