Construction sector - Exit GMR and add Unitech, Lanco, JP Assco

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GMR has been doing very badly in the past 6 months and at this point in time I feel it makes most sense to exit this counter and head for greener pastures. If I would like to reinvest in the same industry I feel Unitech, Lanco & JP Assoc seems like the best options respectively. As per the below diagram the we can see that Unitech is currently trading at about a Rupee less than GMR but at the same time has made 55 times more profit that the later.



Sum of Net Profit Column Labels











Row Labels Era Infra Eng GMR Infra Hind Constr ILandFS Trans IRB Infra Jaiprakash Asso Jaypee Infra Lanco Infratech NCC Unitech Grand Total
Last Trading Price 35.3

81.44






81.44 Net Profit
36.95








739.66 739.66
37.75
13.45







13.45
39.8






486.38

486.38
58.35





487.49


487.49
92.6




897.01



897.01
102.2







232.62
232.62
175.75



55.84




55.84
186.95 279.41








279.41
211.4


324.73





324.73

Grand Total 279.41 13.45 81.44 324.73 55.84 897.01 487.49 486.38 232.62 739.66 3598.03


From the above diagram we can clearly see that Unitech is the one which had corrected the most in recent times compared to it's competition. In my view it has already bottomed out by end of Feb and it has strong support at CMP levels. The only way I see now is for this scrip to appreciate now. 

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