Guys whats ur viewpoint on BHEL and L&T from these level

#1
well whats your view on BHEL and L&T with keeping the view of new gov. comin up and doing something in terms of infrastructure. and "sarkari company".
 

jamit_05

Well-Known Member
#2
well whats your view on BHEL and L&T with keeping the view of new gov. comin up and doing something in terms of infrastructure. and "sarkari company".

Currently, both are underperformers. My short term view on both entities is Bearish, and moreso on BHEL because PSUs, due to poor governance, have lost the sheen with investors.

LnT, too, has taken on huge amount of debt, at servicing it takes a big chunk out its profits. This is significantly arresting its EPS growth. As a result, BHEL and LnT are likely to lead the fall when Nifty corrects.
 
#3
Currently, both are underperformers. My short term view on both entities is Bearish, and moreso on BHEL because PSUs, due to poor governance, have lost the sheen with investors.

LnT, too, has taken on huge amount of debt, at servicing it takes a big chunk out its profits. This is significantly arresting its EPS growth. As a result, BHEL and LnT are likely to lead the fall when Nifty corrects.
Thanks Jamit for your views, so...if not Bhel and L&T then what other sarkari company we can have in our portfolio with the view of giving short term profit after BJP comes into government. lets say after 1-2 months time horizon with 4-5% profit margin:thumb:
 

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