Cable producers enjoy strong demand prospects but volatile raw material prices are a key concern.
The structure of Suzlon's takeover of REpower significantly lessens the financial implications, though the FY08 earnings may still take a hit.
Even a high powered performance by Rahul Bajaj at the packed press conference and analyst meet at the Oberoi Hilton in down-town Mumbai couldn't stop the stock from sliding on the bourses.
With the auto sector headed for slower growth in FY08, investors may need to reassess their auto portfolio.
Strong margins remain the key upside for C&C Constructions.