Future of DHFL and Yes Bank after Crash

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.

 

The asset quality of Yes Bank is in its pristine glory. Is it too good to be true?

 

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 .

 

Huge loss in DHFL is there for me. It was big stake for my portfolio. Big hit is there

 

It may recover soon. Too late to sell now.

 

It is a Jhunjhunwala stock. I think all losses are just temporary, as The Big Bull doesn't buy dud stocks.

 

Asset allocation nad final decision will give how stock behaves after that.

 

Hope for best.