Bhushan Steel - Worth Catching a falling knife?

Yes Ashish, I agree, especially the steel sector dynamics appear structural and should stay for a year or two. Tata steel is definitely a good buy. If you have a higher risk appetite, you can consider JSW ispat special products, maybe at lower price levels. My thesis on the same : JSW Ispat Special products (Monnet Ispat) - turnaround scenario

Please offer your view.