NEW DELHI: Crude oil prices, rupee and macroeconomic data turned out to be a boon for the investors last week, as the benchmark indices ended higher for a third consecutive week.
Like most days, Twitter feeds of top Dalal Street mavens was abuzz. More than stock tips or recommendation, the flavour of the week was commentaries on the major developments around the globe.
So, lets dig deep and decode what these experts have to say:
1. Earnings
As Q2 results season came to a wrap, there were a lot of news that caught the eye of experts. On one hand, where Samir Arora blamed analysts for the disappointing quarterly earnings, Nilesh Shah provided hopes of earnings recovery from next quarter onwards. Take a look:
48 nifty companies have reported Sept 18 quarter result so far. Headline earnings growth is 10.1%. Removing Tata… https://t.co/q2m5zHysr2
— Nilesh Shah (@NileshShah68) 1542174194000
If earnings disappoint for many years or quarters, it is not companies that have disappointed but the analysts.
— Samir Arora (@Iamsamirarora) 1541994198000
2. Stock specific reactions
A. Samir Arora took a jibe at the analysts dissing financial stocks in the light of the investments made by Warren Buffett in JP Morgan in the September quarter.
Some experts say: No one should buy financials. Financials are leveraged etc. etc etc. Warren Buffett buys US$ 4 b… https://t.co/xENE8Tka7r
— Samir Arora (@Iamsamirarora) 1542247759000
B. Sandip Sabharwal in the light of Sun Pharmas Q2 results hinted at a possible derating of the stock.
#SunPharma management is slowly losing credibility Poor results every quarter accompanied by positive future commen… https://t.co/LCZU4a8K9C
— sandip sabharwal (@sandipsabharwal) 1542176248000
He tweeted about the change of leadership at ICICI Bank has pushed the stock to new heights in the light of the stock hitting a 52-week high in intraday trade this week.
#ICICIBank at a new high Market leadership changes slowly, but surely.
— sandip sabharwal (@sandipsabharwal) 1542177465000
Zee's efforts to get into a global strategic partnership may prove to be a positive for the minority shareholders.
#Zee stock gets a negative reaction on promoters wanting to get in a global strategic partner. It's a bit strange a… https://t.co/61Qr5mMYHI
— sandip sabharwal (@sandipsabharwal) 1542171233000
He questioned analysts the sell call "Spreadsheet" analysts had on auto stocks amid rising crude prices and with now crude back below $70, does the same call make sense?
I read so many reports of "Spreadsheet" analysts recommending a sell on Auto stocks as crude rallied quoting "incre… https://t.co/c5vQaPtqgv
— sandip sabharwal (@sandipsabharwal) 1542169063000
C. Safir Anand's tweet suggests it's time to stay off SME stocks?
While I've not been a hunter and have minuscule exposure to cos in the SME segment, results of many cos seem to sug… https://t.co/WPMmrybsJS
— Safir (@safiranand) 1542303918000
3. Investment tips
A. Shyam Sekhar, iThought
When decisions go right, we are lucky. When they go wrong, we didn't do enough homework. I believe this attitude… https://t.co/Aca5062hKU
— Shyam Sekhar (@shyamsek) 1542096083000
Most investors live hanging onto their watermark. This obviously is the wrong benchmark. It simply is not going t… https://t.co/2TwrG0BpMv
— Shyam Sekhar (@shyamsek) 1542425585000
B. Safir Anand
There are a few gourmet dishes (scrips) that are creations of master chefs (promoters, business models). There are… https://t.co/4lXrbv2IrR
— Safir (@safiranand) 1542304363000
Food for thought?
Shankar Sharma tweeted "how under- analysed Nehrunomics is today". Do you also agree? Should current politicians borrow a leaf from his policies?
Tata, Birla, Bajaj, till today, remain India's only true MNC groups. The result of protection given by the so- call… https://t.co/JO2GPwZ9ss
— Shankar Sharma (@1shankarsharma) 1542432183000
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