Want To Check The Health Of Your Portfolio? #AskBQ
AskBQ is BloombergQuint's daily offering where market experts help investors make the right investment choice — be it in equities, commodities or the derivatives markets.
On Monday's episode, Kiran Jadhav, chairman and managing director, Kiran Jadhav & Associates and Parthiv Shah, Director-Business Development at Tracom Stock Brokers Pvt. Ltd. gave their views on Yes Bank, City Union Bank, Waterbase, DLF.
Watch the full interaction here:
Here are the edited excerpts of the interview:
Aman Panani: I have 100 shares of Yes Bank bought at Rs 358 apiece with a one-year-view. Should I hold or sell?
Parthiv Shah: I would recommend a switch to the RBL Bank due to the Yes Bank's deteriorating asset quality.
Bhavit Pant: I bought 1,000 shares of Dwarikesh Sugar at Rs 78 apiece with a long-term view. Should I hold or sell?
Parthiv Shah: I don't recommend the sector as such due to the seasonalities involved, but if an investor wants to take a call, companies like EID Parry and Balrampur Chini make better sense than the other mid-cap players.
Dilip Wankhede: I bought 36 shares of New India Assurance in the IPO at Rs 770 apiece. Should I hold or sell?
Parthiv Shah: I would recommend a switch from New India Assurance to HDFC Life.
Kiran Jadhav: I recommend an exit from the stock.
Arpit Maheshwari: I bought 1,000 shares of Waterbase at Rs 167 with a long-term view. Should I hold or sell?
Parthiv Shah: Waterbase at current valuations is a clear cut no from my side. I recommend switching to Avanti Feeds or Apex Frozen Foods instead.
Nilesh: I bought 500 shares of DLF at Rs 232 with a two-day-view. Should I hold or sell?
Kiran Jadhav: I recommend to accumulate the stock at current levels, with a stoploss of Rs 220.
Dhiraj Sawlani: I want to invest in CESC and PNB Housing with a long-term view. Is it the right time to invest?
Kiran Jadhav: The investor has two options for CESC. Invest now with a stoploss of Rs 980 or wait for a break-out above Rs 1,050-Rs 1,055. In case of PNB Housing, I would avoid the stock for now.
Manoj KV: I bought 100 shares of Avenue Supermarts at Rs 1,135 apiece with a long-term view. Should I hold or sell?
Parthiv Shah: I recommend a hold on the stock.
Mayur Sharma: Is it the right time to invest in Nucleus Software with a long-term view?
Parthiv Shah: Despite the good runup in the company, I would recommend a switch to Hexaware at current levels.
Bighnaraj Misra: I bought 320 shares of City Union Bank at Rs 162 apiece with a long-term view. Should I hold or sell?
Kiran Jadhav: I recommend to hold on the stock with a stoploss of Rs 165, with a target of over Rs 220 on the next three-four months.
Shotosh Swami: What is your view on L&T Finance?
Parthiv Shah: I would recommend long-term investors with a three-five-year-view to buy the stock.
Sunil Chahal: I bought 80 shares of RBL Bank at Rs 521 with a long-term view. Should I hold or sell?
Kiran Jadhav: I recommend to hold the stock with a stoploss of Rs 490.
Om Prakash Singh: Is it the right time to invest in AB Capital with a 20-year-view?
Parthiv Shah: I am extremely bullish on the stock for the next three-five years.
Amol Bagtia: I bought 200 shares of Jamna Auto at Rs 53.5. Should I hold or sell?
Kiran Jadhav: I believe this counter will continue to outperform, so I recommend a hold with a stoploss of Rs 60 and a review can be taken on Rs 78-80 levels.
Here's how you can get your queries answered:
- Tweet us your queries using #AskBQ
- WhatsApp us on +91-8291229686
- Call us on 022-45404141
- Email us on askbq@bloombergquint.com
Analysts' Disclosure: Both the investors do not hold any stock and have no financial interests in the options that were discussed today.
Disclaimer: The commentary on BloombergQuint represents the view of external experts. Investors are advised to consult a certified financial advisor/planner when making any investments. No views shared on a BloombergQuint program or story or conversation should be construed as personal advice.
Quintillion Business Media Pvt. (BloombergQuint) is not responsible for any risk or loss that might occur as a result of using this information in any way, regardless of your interpretation of the advice.
BloombergQuint's digital and social media platforms provide views of only SEBI registered investment advisors/analysts.
-
Navigating Friction And Energy Realities: An Analysis Of Marco Rubio's October Visit To India
Occurring at a critical juncture marked by stalled trade negotiations and escalating geopolitical pressures over global energy supplies, the visit offers a profound window into modern US-India relations.
-
India Exports Capital. Why Not Export Trusteeship?
The big question, then, is whether India can build an institution that global borrowers, investors, banks, and lawyers can trust, even without an Indian connection.
-
France's Economy & Politics Are In Crisis | The Reason Why
Let's look at how the French economy and politics evolved under Nicolas Sarkozy, Franois Hollande and Emmanuel Macron.
-
You May Inherit The Business. You Must Earn Its Credibility.
Succession tests the founder's ability to share authority as much as it tests the next generation's readiness to assume it.
-
Signing Deals Is One Thing; Making Them Work Is Another | The Week In Whys
Sometimes, things don't turn out as planned. Indian companies have lost some bids to rivals, some projects won't produce until 2030.
-
FOMC Wall, PERM Suspension, Hospital Stocks | Talking Points This Week
A PERM suspension would directly affect green-card sponsorship rather than H-1B visas, so the near-term earnings impact could remain relatively limited. The key question is whether this marks a new phase in US scrutiny of Indian IT.
-
Everything, Everywhere, All At Once: Dalal Street's Week To Forget | Joining The Dots
Visa curbs, a Starlink spat and cancer drug caps: what connects this week's shocks for Indian markets
-
India Is Going Abroad For Critical Minerals. But It May Take Years To Pay Off | The Reason Why
Although India's steps are in the right direction, they remain modest compared with India's growing dependence.
-
When Everyone Has AI, What Gives You An Edge?
India's young workforce is entering an uncertain world of work where powerful AI tools are becoming widely accessible. The advantage will belong to those who combine deep expertise with digital fluency, and the distinctly human capabilities that technology cannot manufacture.
-
Wrong Labels, High Pesticide Residues Holding Back Agri Exports | The Reason Why
India needs stronger domestic food-safety and labelling standards, with best practices becoming part of everyday business for farmers, traders and food companies.
