Vinit Bolinjkar on where to find fresh opportunity in cement, what to buy in capital goods space

economictimes.indiatimes.com:

Vinit Bolinjkar, Head of Research, Ventura Securities, says “the Ambuja Group offers an opportunity to enter the segment because over the next three years, we are going to see some huge capacity additions. It is a largecap stock and due to the baggage around the Adani Group, it was underperforming.”

He further says, “I will go with BHEL” in capital goods space. “There is a very sweet spot for BHEL to build on this story.”
Are there fresh opportunities within the cement pack wherein you would recommend a buy?
I believe that the Ambuja Group offers an opportunity to enter the segment because over the next three years, we are going to see some huge capacity additions. It is a largecap stock and due to the baggage around the Adani Group, it was underperforming. But tomorrow we have the hearing and hence, I expect that once the hearing is through, better sense will prevail, investment buying will start and I expect this stock to do well in the cement sector.

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Within the entire capital goods space, would you continue to prefer stories like L&T and stay with the largest of them or would you think the smaller ones within the PSU pack as something that you would like?
I will go with BHEL. There is a lot of momentum there and my optimism comes from a couple of things, not only the business environment getting stronger but at the PSU level, the leadership team, there is a think tank which is putting in place very talented people who are being drawn in from the company itself and who have