Future of DHFL and Yes Bank after Crash

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by kharb, Sep 23, 2018.

  1. kharb

    kharb Well-Known Member

    Joined:
    Aug 15, 2015
    Messages:
    1,001
    Likes Received:
    728
    Yes Bank market cap reduced by 24000 Crores, assuming Rana kapoor stakes at 10%,he will end up losing 2400 Crores if stock price don't recover substantially . In my view DHFL has never defaulted in repayments in its history of many decades Similarly many of Big investors of these companies lost heavily due to heavy shorts selling . Let us keep watch on further developments on these two counters. For discussion only.
     
    Last edited: Sep 26, 2018
  2. Madan V Rao

    Madan V Rao New Member

    Joined:
    Oct 2, 2018
    Messages:
    1
    Likes Received:
    0
    The asset quality of Yes Bank is in its pristine glory. Is it too good to be true?
     
  3. kharb

    kharb Well-Known Member

    Joined:
    Aug 15, 2015
    Messages:
    1,001
    Likes Received:
    728
    Already exited DHFL long back at the time of start of crisis and yesterday pressed exit button on Yes Bank which continued today. Has almost sold more than 50% of my holding in yes bank since yesterday .Had shifted all proceedings of above sales to hdfc Bank,kotak bank,icici bank, axis bank and hdfc Ltd.I am still bullish on pvt banks .
     
    Srouta Mukherjee likes this.
  4. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,879
    Likes Received:
    762
    Huge loss in DHFL is there for me. It was big stake for my portfolio. Big hit is there :(
     
    Pee Vee likes this.
  5. Pee Vee

    Pee Vee New Member

    Joined:
    Sep 2, 2018
    Messages:
    26
    Likes Received:
    18
    It may recover soon. Too late to sell now.
     
    Srouta Mukherjee likes this.
  6. Newbie

    Newbie Member

    Joined:
    Oct 30, 2016
    Messages:
    31
    Likes Received:
    6
    It is a Jhunjhunwala stock. I think all losses are just temporary, as The Big Bull doesn't buy dud stocks.
     
    Srouta Mukherjee likes this.
  7. Kavita Sharma

    Kavita Sharma New Member

    Joined:
    Sep 5, 2018
    Messages:
    12
    Likes Received:
    1
    Asset allocation nad final decision will give how stock behaves after that.
     
    Srouta Mukherjee likes this.
  8. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,879
    Likes Received:
    762
    Hope for best.
     
Loading...