저자: VijayKedia · 외국인
요약 보기
결론: 방송 시점 기준 Vijay Kedia는 PSU(국영) 은행주에 대해 부실 정리 국면이 끝났다는 시장 인식은 이해하지만 확신은 없고, 일부 현금을 보유하며 관망 중이다. 포트폴리오 점검: 최근 1~1.5% 수준의 소규모 포지션 외에 큰 변경은 없었다고 설명했다. 현금 보유: 최근 10~15일간 현금 비중을 늘렸으며, 시장 하락을 예상하면 빠져나오는 습관이 있다고 밝혔다. PSU 은행 전망: 2018년경 PSU 은행 부실(총 NPA 약 22% 수준 언급)을 짚으며, 경영진 교체와 충당금 확대로 문제가 해소되고 있다는 전문가들의 견해를 소개했다. 본인 입장: 은행 업종을 깊이 이해하지 못하고 전문가 의견에 의존한다고 밝혔다. 다만 PSU 은행이 향후 자금이 몰릴 큰 섹터가 될 수 있어 주시하겠다고 언급했다. 타이밍 불확실성: 은행 실적 개선 시점은 알 수 없다고 명시했다. 과거 투자: 과거 Bank of Baroda에 투자한 경험을 언급했다. 언급 종목: Bank of Baroda(과거 보유, 방향 언급 없음), PSU 은행 업종(관심, 중립). 리스크: 시장 하락 예측 시 조기 이탈 습관, 은행 부실 재발 가능성. 결론적으로 현 시점 PSU 은행 비중 확대에 대한 명확한 매수 의견은 없고 관망 성향이 뚜렷하다.
다듬은 글
That last time when we spoke, he told me that John Mayer, I am a little bit invested in the market, so from that introduction in the office, how has Farukh been performing, have there been any additions or deletions, have there been any additions or deletions in my portfolio, is it like that in my public domain, my bundle which is in the public domain, if the time is above one percent then it comes in the public domain, in the same bundle, as far as I can remember, I have not made any changes in the share holding pattern, as far as I can remember, I have not made any changes in the note, I have increased some mistakes, even Rocky Yadav, I can say something, why, but I do not think that by making some important follow in my bundle, which is not one percent, okay, and for the last 10-15 days, I am keeping some cash like this, okay, you are blabbering, it is interesting, you have kept some cash, now where will this cash go, and I keep asking you every single thing, every difficult period teaches an industry something or the other Time is seen, it transforms that soil and goes away completely washed away.
I just did it in this program, we had seen the tiles match of the damage that has happened in the PSU banking space in the last few times, we were understanding it, then from 2018 to 2018, the 16th graphic and strength of the World Bank, that the gross NPA of 22%, look at its figure committee, from this entire period, when this entire banking receivable morning, just how many tomorrows, what is the leadership inside SBI, do you have any condition on this in the PSU banking basket, after seeing the bad face for almost one and a half decade, the situation now, the way these pieces have improved, changes in management, their displacement, the topic of these, even while MS Word is getting better, did permission come on this, regarding this, I would say that it is a little difficult for a person like me to understand banking because these educated people can understand more with their parameters on the basis of which they choose banking shares, but I do not understand it, but my I understand listening to people, good people, what you intelligent people say, I understand a little bit about them, if I understand the conviction of good people, educated people, then it seems that the banking problems are over, they think that they have made more provisions, now whatever comes will come back to that ready banking, so from this, but I have been hearing this thing from the side for one and a half years, secondly, first of all, I do not know the timing of this opening, that is when this bank will improve, let me tell you a little more transparently, I had done business in Bank of Baroda, I had invested, my shortcoming is that I am not able to fold the liquid hair because when I know that there is going to be a downtrend in the market, I get out of it, I am not able to hold it in the register, I automatically put liquid in mid cap in senior secondary school and go to sleep, I do not care that it is my code, it is as if it says that my investment is the stock market, which is my profit.
That is my demat account statement, he is giving my bank statement of the share market, animals, I did it of Bank of Baroda but I have kept it for 15 days, the day I would have kept it, I thought I will keep it, but still there are no banking shares in the market, but I am keeping an eye on it, keep this money in my head, I have this right, and my money is going to become big in that thing, the sector which is big, so banking is such a sector in it, PSU banks, the reason being BSE Limited, so it should be kept on an eye, what will I personally do today, keep clarity on it in my mind.
Comments 0