Sudhaditya,
You can make entry at current level…then add on dips…
I do not think it will give correction at CMP..unless broader index goes in deep correction..
Mukesh,
Cupid has south african order of 100 cr for next 3 years starting from Jun of this year.
and zimbabwe also showing interest..so soon it should get order from Zimbabwe..
Can anyone help me with information on the following
1) Are there only two existing customers (UNFPA & WHO ) for Cupid ? Just needed this to check the level of dependency of Cupid on them. Or What is the diversified customer base of the company ?
2) Is there any predetermined annual budget of UNFPA spend., or is the figure erratic ? As this will directly relate to topline of Cupid.
Regards.
Discl : Interested, but not invested.
There r two things that I am waiting for to re-enter:
1) A bit time correction as earnings catching up
2) Management to be more aggressive and dynamic to market situation.
Can I make entry at current levels? or wait for some correction?
Apart from the sectors mentioned by Hitesh, I think the following ones might do well too:
Commercial vehicles – the government has disallowed vehicles more than 15 years of age to ply on the roads, and capex from transport companies has been long overdue. A lower interest rate regime should also help.
Chemicals – same reason as that of OMCs. Cheaper crude will result in lower RM costs. However, most chemical companies have low pricing power, so margin expansion will be muted. What might help is an uptick in mining activity, textile sector and other end users.
Tea companies – have not researched this in detail, but El Nino in Ethiopia should lead to higher prices. India might be affected though too
Great work Vimal. Is it possible to construct a chart like this using EV instead of MCap. That would point to the sector’s debt as well (We might have to ignore financials). For example Reality and Infra sector would give a very different picture if debt is included too.
Interesting topic. If one gets the sectoral themes right there’s lot of money to be made.
Question is how to find out the sector that will outperform.
One group of sectors I can think of is those that can benefit out of low crude and gas prices or those benefitting out of govt initiative of making gas easily available.
The sectors that fit the bill are OMCs (which have run up much earlier), certain companies in power segments (the name that comes to mind are torrent power etc who were earlier stuck due to non availability of gas to run their power plants), fertiliser sector again due to availability of gas and some easing of subsidy payments etc.
But even if one can find good companies in these sectors these will at best be opportunistic bets and one will have to be careful to get out of them once there are early signs of the music becoming too loud or stopping altogether.
If GST is passed then high quality consumer companies would have a good time but looking at valuations of most of them it seems overall returns may remain muted. There will off course be some winners there also.
@vml Smaller sectors are too difficult to hover over. Basically I want to zoom over the smaller sectors, Can you give out the final data used in the plot in form of a table alongside.
Thank you @hrfacebuk for replying so patiently. My thesis of investment in deccan is visibility of demand in regions of andhra and telangana, but being new in capital market was not sure about valuations front of cement manufacturer. Got better understanding now with your help. Thanx. 
nothing going to stop , business, earnings etc …so albeit nominal delays or so
rather the damage may need loans to repair etc …maybe better loan off take in this misery ??