Why Sandip Sabharwal prefers ICICI Bank to HDFC, Kotak or IndusInd

Among the recent results of HDFC Bank, Kotak Bank, and IndusInd Bank, ICICI Bank stands out due to its realistic commentary and reasonable valuations. Sandip Sabharwal also expects a positive outlook for L&T’s overall order booking guidance and execution, as well as the potential for a buyback. Despite L&T’s strong performance, it remains an under-owned stock among institutional investors.

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