Here's why Vinit Bolinjkar is bullish on Bank of Maharashtra

economictimes.indiatimes.com:

«So, we like Natco Pharma out here and along with this we are also quite optimistic on Dr Reddy’s in the short term and among the large caps we prefer Cipla. I was talking about the pharma space, the stocks that we like, so I said that in the short term we like Dr Reddy's, I think that there is enough bang for the buck coming in earnings and we prefer Cipla and Natco which have got strong growth triggers coming in over the next few years,» says Vinit Bolinjkar, Ventura Securities.Wanted to start by asking you about the cement pack that is seeing quite a bit of selling. Do you think this is just seasonality in store or do you think that the worst is priced in and now maybe the raw material getting more conducive, etc, should augur well for the space?Definitely, we think that the cement space augurs well in the future and I think it is purely because we had seen a run in the stocks earlier because those rainfalls were delayed.

But with now rains catching up and spreading well across the country, I think there is a profit booking coming in. But I believe that eventually these stocks, once the selling filters off, we will have this join the bandwagon again.Just wanted to understand how are you placing the bets when it comes to pharmaceuticals because that is the one pocket of late which is showing quite a bit of traction?So, we like Natco Pharma out here and along with this we are also quite optimistic on Dr Reddy’s in the short term and among the large caps we prefer Cipla.