This small case focusses on Value Buys in the Oil & Gas Sector. Opportunistic & Tactical play.
Investment Rationale
Public Sector companies have a kind of monopoly in the Oil & Gas Sector. While many of the PSU oil & gas companies have average profitability ratios (as reflected in ROEs, / ROCEs etc., this sector provides opportunistic buying opportunities from time to time. In our assessment, the recommended stocks demonstrate a 'Value Buying opportunity'.
Note: Being a thematic smallcase, this smallcase is likely to have fewer stocks/ETFs. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 1.00 Lakh. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.
