Here's why Dipan Mehta is bullish on NTPC

economictimes.indiatimes.com:

«I think valuations and near-term performance are quite discouraging. From that point of view, the best way to play the healthcare sector would be through the hospitals. Of course, Apollo Hospitals is one of our investments as a matter of disclosure,» says Dipan Mehta, Director, Elixir Equities.Beyond the likes of SBI which are the other stocks from the PSU banking space that you would look at favourably? I think across the board, PSU stocks have been doing well.

And in a way, you cannot paint them with the same brush. I think we have seen them all do badly when the NPA cycle was down and improve thereafter. So I would say all of them are in the same kind of a boat.

But from terms of aggression of the management, I think Bank of Baroda looks the most interesting after SBI in terms of their investment in technology platform, branding, as well as final improvements in terms of performance as compared to their peer group.What is your take regarding the entire diagnostic as well as this online pharmacy kind of business? Of course, we have MedPlus in the listed space as well, Thyrocare which is actually now subsidiary of PharmEasy within diagnostics, do you like anything?Not really. I think valuations and near-term performance are quite discouraging. From that point of view, the best way to play the healthcare sector would be through the hospitals.

Of course, Apollo Hospitals is one of our investments as a matter of disclosure. And it may be trading at rich valuation because of their digital initiatives. But other than that also I think if you look at companies like Narayana Hrudayalaya, Max Healthcare, Fortis, I think all of them have reported decent numbers.