BHEL is a better bet, says Sanju Verma, MD & CEO, Centrum Broking.
Verma told CNBC-TV18, "I think JP Associates’ numbers were disappointing but I was not particularly surprised. As far as L&T and BHEL go, again I think both these stories are hugely different for an investor who has FY12 as his horizon then I think BHEL is the stock one should look at given that we have seen more than 40% growth in earnings aided by more than 16% growth in topline where BHEL chose to disappoint was that the incremental order inflow has started ebbing."
more at:
http://www.moneycontrol.com/news/stocks-views/bhel-looksbetter-bet-sanju-verma_473430.html
Thursday, July 29, 2010
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