I feel its both – they do attract troubles and yes, they are too much transparent as well. MEP toll tax waver was declared in October month, so ideally they should not have done anything about it in results of September quarter, but transparency 
On MFI side, they are recognizing and provisioning for 30d (SMA1) which is not what others in this industry do (I maybe wrong, but let me know if anyone else does that). So deadly combo for short term investors.
Yesterday’s recovery was more technical I feel – too many shorts built on Friday in expectation of IndusInd type scenario, and that short covering happened. We’ll see the true effect of this result in coming days – whether Mr. Market is convinced with VV’s justification or not.
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