@kris, I dont track aviation stocks so not much idea about their prospects. But broadly speaking if crude remains steady, then the companies in the sector have tremendous scenario emerging for them which could provide a decent operating leverage kind of scenario.
@satish kumar, Re HSIL, its an interesting move on the part of management to look for a possible realignment of businesses. There could be excitement in the company based on what kind of outcome is there and when it happens. The packaging business remains a noose in its neck. Otherwise the products of Hindware are top notch. But management has in the past too been guilty of misallocation of capital so how they go ahead needs to be seen.
@rits, praj has been a big disappointment for me since last year. Inspite of such good opportunity in the sector, it has not been able to utilise it to grow. Finally exited some time back bcos of opportunity cost.
@sarthak kumar Glenmark had been one of the better performing stocks in the sector but since past few days has taken a real pounding. When a sector is in doldrums one or the other reasons comes to damage the investor sentiment towards the sector. That is what I feel is happening with pharma sector.
@sanu, I dont track any of the companies u have mentioned.