I just want to understand this class in a market where we see a very sharp rally where some of the sectors still have a lot of worth in a situation?
Sandip Sabharwal: Many interests of interest sensitive or those of the reconciliation of consumer restoring are still in the decent zone. So, I would think many of the auto stocks, some of the consumer durable companies, many infrastructure companies whose have shown subdued results because election related and delayed order booking, etc, last year could see a revival this year. So, it can be some pockets.
I like your view of platform companies. How do you look at you now given the fact that I believe we have earnings for almost all this now and such kind of genre?
Sandip Sabharwal: Not at all due to the first step toward profit income, many of the companies drink the steps to change their cash flow and profits. There is, like the more Swangy and eternal Zomatoetc. There is a misconvious capital growth that is taking place that is interesting analysts because it should be seen because these companies are for these companies for these companies. So, they’ll find challenges time at least next one year.S
Want to get your view throughout the cement space. Quarter four for cement companies better. A double number of growth number is what we see most for most companies. What is the sight of the cement space given now we go to a quarter where can the monsessons be played and your demoker should be muut, what do you get in the sector?
Sandip Sabharwal: I don’t think we have seen double digit growth in the quantity for the industry. In fact, growth is relatively muted to a number and which lowers a number. So, there are two things. The positive of Sector of cement Is that the cost control of most companies that are stronger in spite of prices stable at the same level as they have many – many years grow. The negative part is increasing the increase in supply any price discipline they attempt or try to increase prices less likely. So, that’s the views we need to see the cement sector, so that they can do it from here that we need to see the growth in number, so it doesn’t have to be aware of but not to happen again.
In the entire theme of EMS and EMS space because you have Amber EnterprisesYou also have the Kayannes also exited their numbers and for the Kayannes actually when you look at the core business of EMS that you did not compare it with the company’s previous performance. What do you take? Do they think they look good?
Sandip Sabharwal: No, these companies have a sale, then they have a bounce back and they sell valuations greater than the branded consumer commer company valuing. So, although their growth may be higher at this stage, but in spite of growing most of the companies for other companies for other companies for other companies for other companies for other companies to other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies for other companies.
So, it is very difficult to justify valuations at the moment. So, there are one or two companies that can end up doing well again here, but as much as a sector is very difficult to find value there.
