Hi hitesh bhai with strong momentum ongoing and some stocks flying with the overall momentum
Do you track infra companies EPC contractors ( NCC / KNR / prestige properties. Most companies have a good order book and execution remains to be seen. 2015 & 2018 where most have seen a 2-2.5 times price to book. Do you track any and your views
Also a question on HBL with price doing well and momentum being high but on new orders or execution there has not been much development price has moved from 100-180 . Your views on how to play the theme at current juncture for some one wanting to enter the moving train.
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