As election dust settles, back to work? 6 companies from road and infrastructure sector with potential upside of up to 30%
Three sectors – railways, defence, infrastructure – and PSUs as a set of stocks. The outcome of the general election was important to all of these from a valuation perspective. It was to signal policy continuity – a major tailwind – and stocks here had already seen strong re-rating. But because the results were not exactly what the street was expecting – an outright majority for the ruling party – these stocks underperformed for some time after June. Will the street have more confidence in them now... Читать дальше...
