Here are a few stocks ideas from Mayuresh Joshi

I was just hearing the ITD Cementation India management as well, what is yet to be understood is how the execution probably pans out and the kind of lumpiness that projects have, it becomes a very difficult in terms to get a consistent kind of cash flow scenario for companies like this.

So, largely from this space though the order books might be quite large to a certain extent I think the execution there off is going to be a key challenge and unless you see a sustained improvement happening on that front, the earnings are not going to show significant improvement. So, one really needs for consistency in earnings to come through for all these companies.

Latha: Your views on Bank of Baroda's numbers?

A: The gross non-performing assets (GNPAs) have gone up more than what we had estimated at our end. The net interest income (NII) growth probably in line with our estimates, so the key figures now to watch out would be what kind of slippages the bank reports, what comes in terms of fresh slippages and what comes out of the restructured book. The restructured book has gone up a tad bit from the last quarter and the numbers in terms of upgrades and recoveries because the expectation was that there would be strong upgrades and recoveries in this quarter.

However, if the asset quality on absolute basis is worsening that bit then that intends the management to probably come out and clarify on what aspects have gone wrong and whether they are looking at some kind of a watch list going ahead as well or whether the pain the balance sheet in terms of their stressed-out sectors lending has started dwindling or coming down.

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