00:00So now, one thing you can make it is what short term would be ,
00:06to be a
00:11sector
00:13company
00:16and
00:19and
00:22foreign
00:52moderate. So, maybe coal India will not perform in near term. But the capital goods
00:58related stocks, such as BML, Engineers India, we are seeing the momentum in these stocks
01:05because overall, the government's capex, we are seeing a big difference. So, the capex
01:14program was very cold. There are also some new orders of announcement we are hearing.
01:20So, if you want to focus on PSU, if you want to focus on BAL or HAL, you can buy the lower
01:26side. So, the last question. Sujlan, Sujlan's share is very popular in the US. And the company
01:34also has been launched. What is your view long term perspective on Sujlan's share?
01:41Sujlan, in fact, one of the high conviction ideas. And Sujlan, one of the largest players
01:48in wind energy. So, overall, if you look at that, the company has done a lot of your
01:54turn around. And now, the balance sheet is very strong. In fact, the net cash balance sheet
02:02turned around, which was a lot of debt heavy. And overall, the company's execution is
02:09very strong. And the order book, the company's revenue visibility is very good. In fact, the
02:15company has given a lot of guidance and has further improved its market share. So, overall,
02:17Sujlan, there is a positive view of the government's target. If you look at the next three years,
02:32wind energy, wind capacity, in fact, double. So, overall, the view is positive. And if you look at
02:38the target price, the target price is 83.
