Both targets achieved as recommended on @CNBCBajar GMR reported 18% returns Maharashtra Scooters reported 10% returns in mere 15 days as against #Midcap index returns of 5% during the same period.
This gloomy outcome comes at a time when North America truck order has been rising substantially! After #Indigo speaking of no growth at all in a seasonally strong quarter, now we have another management following the suit.
#HDFCAMC, #Maharashtrascooters, #Bajajauto makes new highs amongst the few. Since many #midcaps companies do not post a consistent set of good #Earnings, it makes the stock market narrower.
Madam FM, inflation is under check due to festive demand, beyond festive period there is no demand visibility which can slip the nation into deflation.
His total loss in #Titan would be lesser than his overall losses in #Lupin
Madam ji is waiting for Q2 FY20 GDP data
From the time I have reco stcks, these stcks gave foll returns in less than a year Metropolish 65% Astrazeneca 50% HDFC AMC 40% KEI Industries 35% IRCTC 30% Bajaj Finance 25% Maharashtra Scooters 20% Moral: Every bear market has some bulls hidden
At the start of FY20, nobody had anticipated gold will touch 40k levels hence the guidance cut which makes sense but yeah, the premium valuations will definitely correct.
sir India is a larger demographic country and the size of the untapped market is huge as the EMI culture is still nt adopted in tier 2 and tier 3 cities. I feel both Bajaj finance nd hdfc bank respectively have huge scope to grow despite on a higher base nd intense competition
Absolutely! am just waiting for another set of dismal set of GDP nos for Q2 and waiting to see the FM's action on the same, which will be the next leg of rally
Tata motors has only 20% biz from India rest 80% comes from abroad through JLR. With global sales picking up for JLR, good days are back for tata motors
Regulators verdict should be taken very seriously. History tells us wherever the regulators have taken adverse decisions the stock price has taken a hit. eg.#YesBank DGCA decision on #Indigo is equally grave coupled with mgt.outlook of no growth in a seasonally strong quarter.
Nifty pe is misleading cz Financials PE is soaring and they are not valued by PE but P/BV which leads to higher #Nifty pe
I feel safety of capital comes at a cost and maintaining a good show during bad times makes it expensive. Bubble is called whn d future growth is not sustainable and allowing premium val like Jubilant food. When market leader is quoting at 65x, berger trading at 98x is a bubble
#WarrenBuffett always emphasised on being "discipline"while investing. #Yesbank NPA > MCAP at 17000 Crs. Post the mounting NPAs, difficult to get strtegic investors. An influential person for his own recovery mostly trap small investors. Shall #Yesbank now go the RCOM way ?
With the kind of impetus given to the infrastructure sector, #GMR and #Indigo have a long way to go. The kind of efforts the GMR promoters have undertaken to write off their loss-making business is commendable. positives for GMR Tata and GIC are investors Good Q1 earnings
Madam FM @nsitharaman, despite all the historic reforms taken by you, post the dismal set of Q1GDP data, the leading indicator PMI mfg data is at 2 yrs low, which means Q2FY20 GDP data shall also not be cheerful. Mam, are we done with the reforms as #Nifty rallied 1k pts?
Fundamentally i have a different view cz Management of Cipla themselves have guided for a weaker H2Fy20, Auro will fund it difficult to rally like before due to the observations it has got. Mnc pharma like Astrazeneca looks good.
There are very slim chances of India going through deflation as India is a larger demographic country than Japan and the USA. Also with expectation of further rate cuts, the interest elasticity will increase on account of the changing lifestyle, which will lift the inflation
Hearing the whispers around, if you would have invested 1 lakh today in #yesbank one would have earned 3 Crs in intraday! My take is:- It is better to earn money slowly than to lose money quickly