Out of them, I would like to give “BUY” recommendations for CBI and LEA.
LEA- supplying seating and electrical distributions related components
• Diversified global portfolio, 40% revenue from Europe/Africa, 38% revenue from North America, 17% from Asia
• Better valuation compared to competitors in terms of P/E-, P/B, P/S EV/EBITDA
• Continuously 5 quarters beating the earnings estimates
• Increased the EBIT margin to 7.3% from 6% a year ago
CBI- Providing engineering & Construction, Fabrication, Technology and Capital services to energy infrastructure market
• I believe,