Tweet Buster: Kedia’s midcap musings & Baskhi on how D-Street got it wrong on two-wheeler stocks
Here is what Dalal Street honchos had to say on the market and on other market-linked events.
Porinju Veliyath, Founder & CEO, Equity Intelligence India, says election-related uncertainty would be over soon and the market may not wait for May 23 to move ahead. He sees value in select midcaps and smallcaps.
The election-related uncertainty would be over soon - for many, it's already a known event! The broader market is r… https://t.co/oB2SCotjKc
— Porinju Veliyath (@porinju) 1556773953000Sandip Sabharwal, independent adviser, says while the Indian economy slowed down due to lack of government spending ahead of the elections, there should be a "V-shaped recovery if NDA is re-elected", says he.
The Indian Economy is in a significant slowdown at this point of time as Government Spending, a big driver of growt… https://t.co/mHFt4BItLY
— sandip sabharwal (@sandipsabharwal) 1556866145000Sabharwal, however, sees oil as a potential disruption for the market, at least in the near term, as he says it remains a key risk.
Too many disruptions to the Crude supply chain combined with reluctance of OPEC to increase supplies coming at the… https://t.co/fVd2pT8T4o
— sandip sabharwal (@sandipsabharwal) 1556629301000Here is a video of my son @Ama_Bee. Reminds me of the way market has treated mid caps. �� https://t.co/5GAbvLpbUg
— Vijay Kedia (@VijayKedia1) 1556896143000THE YES SAGA
YES Bank made waves this past week as the stock cracked over 30 per cent following its March quarter earnings. Sabharwal praised the bank's new CEO's efforts, but said it might challenge shareholders in the near term.
#RavneetGill is making good changes in the accounting of @YESBANK Its good for the long run as aggressive accounti… https://t.co/MCsin7O92i
— sandip sabharwal (@sandipsabharwal) 1556597197000As IndusInd Bank followed YES Bank down, Sabharwal speculated that it could be on the expectations of similar hidden writeoffs.
#IndusindBank follows #YesBank on the way down Expectations of similar hidden writeoffs? Lets see. They were quite… https://t.co/LsZME7Rk4C
— sandip sabharwal (@sandipsabharwal) 1556596297000WORD OF CAUTION
Sabharwal alerted investors to stay cautious as the banks might make provisions for Reliance Communications and IL&FS in the coming quarters. Check this out.
Reliance Communications, ILFS Group new headaches for banks. Might see significant provisions from large exposure b… https://t.co/fDy2egbL6n
— sandip sabharwal (@sandipsabharwal) 1556858967000Safir Anand, in this tweet, says it is not fair to paint all NBFCs in the same colour.
Hero fincorp, Bajaj fin, LT fin, mm fin, chola etc have shown good nos. I don't think sundaram, equitas, ujjivan e… https://t.co/fBwzqblLXo
— Safir (@safiranand) 1556512559000INVESTMENT TIP
The value investors, in another tweet, explained the need to diversify equity exposure.
Precise reasons why you diversify. You win some, you lose some. your best not to lose can go wrong- black swans, di… https://t.co/WcSk53qc4R
— Safir (@safiranand) 1556609866000Sanjay Bakshi in this Twitter thread explained his hypothesis on what the Indian two-wheeler industry is experiencing and how investors are valuing it wrong.
One way to fix this mistake is that when one encounters a slowdown in an industry which one thinks of as a high gro… https://t.co/JgecwAtFeN
— Sanjay Bakshi (@Sanjay__Bakshi) 1556888631000Download ET Markets APP
Related Articles
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy2026-06-11T07:45:38Z- Smallcap multibagger stock hits 5% upper circuit after Rs 5.5 crore investment by Porinju Veliyath2025-09-05T05:58:03Z
- Porinju Veliyath buys shares worth Rs 5.5 crore in Fratelli Vineyards via bulk deals2025-09-04T14:51:56Z
