Sanjiv Bhasin, Director, IIFL Securities, says he continues to think that Dhanlaxmi Bank is one of the most attractive small midcap banks at Rs 1,100 crore market cap, which is in agri, gold and MSME, and which has no visible promoter with more than 2% stake. Indiabulls Real Estate is another stock he is gungho on,.He says you cannot get land bank values at market cap which is abysmal compared to where the land banks are. The merger with Embassy is just a matter of time and this stock can be re-rated. What are your thoughts on the liquor companies, given that we have got a note coming out from Macquarie on United Spirits and they believe that it is an underperformance rating, the market…
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