Railways stocks: Time to take a contrarian stand? 6 stocks, 1 buy reco, 1 hold reco, and 4 with sell reco

Three sectors witnessed a strong re-rating just before the general election in early 2024. They were: Defence, power, and railways. Practically all companies in the whole chain of these three sectors witnessed a sharp re-rating and stock prices moved up sharply. However, in the past few months, stocks from these sectors, especially railways, have been sort of underperforming. The slide began even before the current corrective wave started in October. The question is: Should you move out of these stocks?