In an interview with CNBC-TV18, Jaspreet Singh Arora, Sr Analyst - Cement & Construction - Institution Equity at Anand Rathi Financial Services gave his readings and outlook on the cement sector.
He said that from a valuation perspective, the large caps are no longer as attractive as they were eight days back. "Our view is pretty positive on the entire sector and the way largecaps have behaved in the last one week. We would prefer midcaps as on date," he added. Citing his top picks from the mid caps in the cement sector he said, "Amongst the midcaps we prefer Birla Corp and Orient Paper. They are available at 1/3rd the valuation of a top player like ACC and Ambuja." Below is the verbatim transcript of Arora's interview with Latha Venkatesh and Gautam Broker of CNBC-TV18. Also watch the accompanying video. Q: ThatDiscover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
