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    The stocks to bet on in the defence space

    Bharat Electronics, Mazagon Dock Shipbuilders, GRSE, Cochin Shipyard continue to trade at good valuations and offer a decent 3-5 percent dividend yield

    Jitendra Kumar Gupta
    November 27, 2020 / 10:14 AM IST
    The stocks to bet on in the defence space

    PRO Only Highlights
    -      Quarterly performance largely backed by improved realisations
    -      Medium-term triggers China plus and protectionist measures for tyre industry
    -      Valuations not inexpensive; but improved medium-term outlook

    Highlights - Sequential improvement in execution leading to strong growth - Easing transportation, labour and availability of equipment at sites - Lower cost and better utilisations help in boosting margins - Earnings outlook remains strong, backed by execution and unbilled inventory - Trading at attractive valuations despite improving fundamentals Among capital intensive industries, companies in the defence segment have been the best performers. Companies in this space not only delivered a strong growth sequentially, but reported reasonable year-on-year growth on a cumulative basis as well. Like...

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