The NHIT had acquired three highway assets from the NHAI in the last week of September. In all it is seeking to raise ₹3,800 crore for this transaction through a mix of bond issuance, private placement, and bank loan during the second tranche of asset monetisation.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility
December 23, 2024