Sunday, March 21, 2010

LIC’s life cushion helps it rescue NMDC, other PSUs

Manish Sonthalia - Fund Manager, PMS

Invetstors can avoid the NMDC issue as it is expensive at the Rs 300-350 price band. Domestic and global peers are trading at a discount to NMDC. While NMDC has good growth potential and there is accretion in its reserves, current valutations more than factor in these positive aspects. Any price below Rs 250 is a screaming buy.

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