저자: RaamdeoAgrawal · 외국인
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첫 줄 결론: 타타 그룹 내부 갈등(사이러스 미스트리 해임)은 일시적 위기이며, 장기적으로 그룹 기업 가치는 훼손되지 않는다는 취지의 견해다. 타타 그룹 지배구조 논란: 미스트리 해임은 과거 잘못된 투자(비핵심 사업) 정리를 위한 현 회장의 조치로 해석되며, 그룹의 가치 체계는 개인을 넘어선다고 주장했다. 투자 관점: 투자는 미래를 보고 하는 것이며, 과거 실패 투자는 일부 불가피하다. 하락 위험은 1배인데 상승 여지는 여러 배일 수 있어 일부 실패는 감수 가능하다. 추천 여부: 특정 타타 그룹 주식 매수는 권하지 않는다고 밝혔다. 투자자 각자 판단해야 한다는 입장. 금융 섹터: 은행업 부문에서 시장이 선호하는 흐름이 있고, 국내 수요가 강하며 연체율은 1% 내외로 통제되고 있어 전망이 밝다고 언급했다. 다만 여신 심사(언더라이팅) 품질 관리가 중요하다고 강조했다. 종목 언급은 구체적 목표가 없이 전반적 긍정 시각 위주다.
다듬은 글
from there your own company has been doing very well algorithm and we have C space key bath cream so is Purab cup UK because lately you know at least markets have clearly preferred in we have seized over the banking space we are positive I mean in-house inside demand is good you have to decide your niche where is Italy you want to position yourself but demand is very strong this thing delinquency is also well under control well within single one percent so you have to you to keep an eye on your quality of underwriting once you do that I think the prospects are quite bright we spoke about markets like in a browser map say Joey deuce Ramu discover hang is a market were we here or India Inc for abuse key bottom notch a hunger Tata Group Bombay houses is rocky kibriya register ah say you know mr.
Cyrus Mistry was sacked effectively from his position is pure cosmic rumburak of you care yeah so it's sad I mean we were we still hold them in a great respect and that ultimately value system of the group will be beyond any individual you know I mean the current chairman or the past chairman outgoing or incoming the values the whole r2 - dear - anything I mean that's the I mean that's what has kept them going 400 more than hundred years and I'm quite sure that will be well or everything else so I mean there's a test of time for the further will use to be tested I mean only in bad time you test the values so this is that this is a kind of mini crisis in the in the house and how clean and how how they preserve the values and come out giving the explanation of whatever required because the ultimately companies have I mean huge cash flows profits and market caps and generating assets are there so there could be some stress here and there and it's a matter of opinion accounting and all those kind of things but I think the way things are being conducted or has turned out to be that's the shocking and probably it could have been handled differently but finally I'm quite sure on a five-year 7 M basis the company's prices it might be better right now but eventually decided by what the companies do come on if TCS does very well I think these things will be a passing kind of a remark from the acai in fact the way mr.
mystery was operating piston HR sol monkey geostrategy theodore non-performing asset saying a fair businesses which were not delivering he wanted to do away with them and maybe focus on the cash generating companies AI was steel segments Meho hotel segments may hope i mean various other segments k a galaxy strategy what's your take see as far as i mean see one of the thing is that you you do the investment looking at the future okay so you need to have a vision but when you appraise it after five years you are we are going with the hind side so these are two different things you know the investments were made in the first again looking at whatever the global situation comedy situation whatever was the opportunity okay now after everything is behind in two thousand twelve thirteen fourteen fifteen you you have to cut if you have committed mistake in the past you have to correct it isn't it so there would have been some mistake and now the current chairman or who serve as the chairman his job is to correct that mistake and get on to doing more investments wherever he feels right and take the group forward so it's a part of the part and part of the game that you come in all the investments some are light some are wrong but even in the cooperativeness where your downside is one x but upside is multiple X not it so if one company is right I mean a billion dollar can become ten twenty thirty billion dollars but five billion dollars of investment going down the tube it's fine last question to you Romney burger a crisis or extent HOTAS is Keith of indication same or Tata Group case talks minorca Robert Athiya would you recommend buying into them via filter rock Messiah no I would not recommend any investor any any this thing because the investors themselves know if they think something is what six and rupees it is adequate for five hundred piece of foreigner piece obviously becomes more attractive to buy right you know right but I am quite sure that longer term prospect of any of us any of these companies are completely unaffected by the current different current doings all right sir Shelly Walker sukemasa this budget McCampbell phony clear thanks for joining us or eager face a up cover of Cape Europe are you are cajamar either of symbolic issue cover thank you so much
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