Within the infrastructure space, if you want to pick up a basket of companies using fundamentals then you will have to go through the presentations, concalls, annual reports, balance sheets and then do a comparative study and maybe pick 2-3 companies.
For those wanting to also involve technicals, its better to focus on stocks showing good chart structures. I can see some early bullish patterns in some infra stocks, though it still seems early days. Even L&T is setting up nicely.
If I would be bullish on a sector I would prefer to pick up 3-4 companies if I have good options.
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