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2881 Messages

It`s got exposure of 25 K crore to voda- idea ,which has potential to wipe off 10-15% of it`s Networth .Although I am expecting a moratorium on govt payment ,increase in industry ARPU or both ,to the extent of keeping voda- idea alive ( but maybe still on bestest ) ,there is bound to be nervousness around the HDFC bank stock and it`s showing in it`s price today . Some of the smart money seems to have shifted to Muthoot too . Could decline to 1240 initially .

11.58 AM Nov 18th
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