Beware & & safeguard your revenue: Dipan Mehta

Synopsis Dipan Mehta states: “The finest two-wheeler business in our viewpoint need to still be Eicher Motors and we are a bit dissatisfied with their month-to-month numbers for the two-wheeler sales. It was well listed below our expectations however that might be a small aberration. In the medium to long term we do feel that Eicher Motors will be able to get ground and grow on a constant basis simply on account of its item profile, growth of its circulation network and the substantial export chance.” ETMarkets.comDipan Mehta, Director, Elixir Equities, states he us a bit superstitious about leap years. “I simply wish to use the much safer side: not make any aggressive relocations, lower utilize positions and enhance the quality of the portfolio.” What is the technique for this month? The seasonality states calm down. Would you state be a little mindful, attempt and safeguard revenues? Dipan Mehta: I will opt for the latter. We require to be a little mindful and secure our revenues. You understand, normally leap years are not that excellent if you return into memory, right from 92 it was Harshad Mehta rip-off to 2000 dotcom bubble, 2008, the international monetary crisis, 2020 was, obviously, Covid-19. I am a bit superstitious about leap years. I simply wish to use the more secure side: not make any aggressive relocations, minimize utilize positions and enhance the quality of the portfolio. Open Leadership Excellence with a Range of CXO CoursesOffering CollegeCourseWebsiteIndian School of BusinessISB Chief Technology OfficerVisitIIM KozhikodeIIMK Chief Product Officer ProgrammeVisitIndian School of BusinessISB Chief Digital OfficerVisitITC brings me to the rural plays or rather low ticket retail plays and the sort of Q3 updates that you are seeing from there, be it for a V-Mart or for that matter, from a D-Mart. The downturn is rather apparent and the K-shape healing just ends up being more powerful when the metropolitan, more abundant invests are the ones seeing an uptick, whereas the lower end of the curve is just getting dragged lower. Could one bet on a contra call today or would you state prevent? Dipan Mehta: Generally, we have actually not been really favorable on ITC and definitely that call has actually got us incorrect due to the fact that ITC has actually done quite well over the last couple of months, last 2, 3 years. The cost to incomes numerous definitely has actually broadened and management is more open and transparent with interaction. There is this demerger of ITC hotels a
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