Bullish on Ashok Leyland, Finolex Inds, Gulf Oil: Gautam Trivedi

In a chat with ET Now, Gautam Trivedi, MD & Head of Equities, Religare Capital Markets Ltd., shares his views on Ashok Leyland, Finolex Inds, Gulf Oil.

ET Now: One top idea from your stable and you have given us a large cap name but you spoke about a BEML which you like but your brokerage does not track, anything where there is a consensus something that you have liked, something that you think can do well and your brokerage has a positive view on as well from these levels?

Gautam Trivedi: Well I give you three instead of one about that so I have got Ashok Leyland which is a great turnaround story and of course with the macro improving it is the pure play CV company, so we like that. We like Finolex Industries, great management there helped stocks tripled in the past 18 months and the third is Gulf Oil. The company is getting restructured potentially spreading into two parts real estate and the lubricants business and this value unlocking there.