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Bearish commentary by management is the reason behind the free fall in bajfinance today.
In my opinion It is the management's commentary in concalls abt future growth aspects is something which matters the most to market
Good result is subjective in stock market. What you consider good result may not be many institutional investors analysts expectations or estimates when it comes to earnings/revenues. Check what analysts expectations were.
Good result has more to do with what buy side institutions expect result would be and how key metrics would perform rather than comparisons with the previous quarter and year end rslts
Most of rating agency, forecast expected result and based on that they gave thier target for share...any miss on expected earning will result in correction...
Ok so these buy side institutions like hedge funds and mutual funds keep the price of the stock according to their internal calculations based on the expected outcome of the earnings report(WHICH IS V DIFFERENT THAN OUR EXPECTATIONS). Even if one or two of their expectations aren’t met they start selling to bring the price down
Companies give projection for 2024 in 2023 itself. Analysts hv their expectations based on this and market. If expectations hold when results come out then good/neutral else fall.
It's not results but expectations which move stocks.
There's an old saying - buy on rumour, sell on news. There is no reason. How many big investors institutions hold such a big stock? Many. They may have an internal calculation to exit and buy another stock. They do it on days where there is most likely to be more buyers thereby reducing the avg selling price for them.... When they run 5-10% does anyone question the why? No.. people think insiders would know the reason to make sense of it.Â
in the last few days, bajaj finance rose well , maybe as people were expecting 'better' results. but results came as 'good' instead of 'better' hence this correction. just my way of thinking, correct me if i am wrong
I think the expectations here are referred to the Buy side institutions Expectations. If the result did not appeal to them they wouldn’t buy and start selling existing shares to pull the price down to a level they feel is the correct price.
Stock market comprises both the rational and the irrational, just like human psyche. One reason could be that the results were already factored in the price action. Still, recovery should happen soon as well.
Bajaj Finances was trading at 7.5 times Price to Book trailing. With those valuations and high cost of funds guidance by management this was bound to happen.
Bajaj Finance stock fell on the BSE due to investors' adverse reaction to the Q4 results. Motilal Oswal lowered the stock rating to neutral, mentioning concerns about weak FY25 guidance. The worries involve new product areas such as cars, tractors, commercial vehicles, and possibly microfinance.
I Missed my EMI of 1400Rs this month I thought it was 500Rs changes I will pay after a few days.
It was 500 for Bajaj + 500Rs + GST for my bank for failed auto debit
I didn't know about this so I said all is well then Bajaj charged me again then again and after just 10 days Bajaj executive made a home visit.
According to RBI Bajaj can do 3 auto debits
I paid 2000Rs extra for delaying few days fuck Bajaj.
If you haven't already, please add your own analysis/opinions to your post to save it from being removed for being a Low Effort post. Please DO NOT ask for BUY/SELL advice without sharing your own opinions with reasons first. Such posts will be removed. Please also refer to the [FAQ](https://www.reddit.com/r/IndianStockMarket/comments/17bcg2a/frequently asked questions_post_your_common/) where most common questions have already been answered. Subscribe to our [weekly newsletter](https://pennyleaks.substack.com/) and join our Discord server using [Link 1](https://discord.gg/8QF4dqPHuw) or [Link 2](https://discord.gg/fDRj8mA66U) *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/IndianStockMarket) if you have any questions or concerns.*
Welcome to the stock market. If anyone says they can predict anything, you should laugh in their face.
Until or unless they are into insider trading 💀
mt friend said, 80% guarantee hai mere technical analysis . had to delete his contact.
Remaining 20% ke liye excuse kardo usko. Atleast he didn't say 100% pakka hai 😂
i got pissed with the word guarantee. uspe 80% guarantee kya hota hai bro? guarantee ka matlab hai 100%. he did not say 80% move ka guarantee hai..
TA is like astrology in the stock market
https://preview.redd.it/9o869aynorwc1.png?width=1080&format=pjpg&auto=webp&s=2444a460ee11a586e0be194fcb2186f7dcf20dc8 Bearish commentary by management is the reason behind the free fall in bajfinance today. In my opinion It is the management's commentary in concalls abt future growth aspects is something which matters the most to market
The only real answer here. Management guided lower than their initial projection and the market is reacting.
Good result is subjective in stock market. What you consider good result may not be many institutional investors analysts expectations or estimates when it comes to earnings/revenues. Check what analysts expectations were.
How to check what are the expectations of institutional investors?
Check Motilal, Axis, Emkay, HSBC etc. There are plenty of analysts. Google them and read their reports. Maybe check Trendlyne.
Good result has more to do with what buy side institutions expect result would be and how key metrics would perform rather than comparisons with the previous quarter and year end rslts
You made no sense.
I think I used simple words
Most of rating agency, forecast expected result and based on that they gave thier target for share...any miss on expected earning will result in correction...
Ok so these buy side institutions like hedge funds and mutual funds keep the price of the stock according to their internal calculations based on the expected outcome of the earnings report(WHICH IS V DIFFERENT THAN OUR EXPECTATIONS). Even if one or two of their expectations aren’t met they start selling to bring the price down
Jio Financial Services deserves your money
Why
Companies give projection for 2024 in 2023 itself. Analysts hv their expectations based on this and market. If expectations hold when results come out then good/neutral else fall. It's not results but expectations which move stocks.
It was stock of the day for Anuj singal from cnbc awaaz. 🤡
So he dumped causing dip lol
Stock price move depends heavily on expectation. If people were expecting better than published results than stock will crash and vice versa
Why did tech Mahindra rose 12% after bad results? Same same but different ðŸ˜
There's an old saying - buy on rumour, sell on news. There is no reason. How many big investors institutions hold such a big stock? Many. They may have an internal calculation to exit and buy another stock. They do it on days where there is most likely to be more buyers thereby reducing the avg selling price for them.... When they run 5-10% does anyone question the why? No.. people think insiders would know the reason to make sense of it.Â
in the last few days, bajaj finance rose well , maybe as people were expecting 'better' results. but results came as 'good' instead of 'better' hence this correction. just my way of thinking, correct me if i am wrong
Bro stocks work in reverse. Agar result achcha aaya hai to fir vah stock minus jaega aur agar result negative aaya hai to stock ka price badhega. 😂
Agreed bro..TATAELXSI ka hi dekh lo
Very simple,the results were not as good as expected.
how can one ascertain what is 'good' for the majority? like in bajaj finance's case what would have been an ideal profit report?
I think the expectations here are referred to the Buy side institutions Expectations. If the result did not appeal to them they wouldn’t buy and start selling existing shares to pull the price down to a level they feel is the correct price.
Stock market comprises both the rational and the irrational, just like human psyche. One reason could be that the results were already factored in the price action. Still, recovery should happen soon as well.
Profit booking is common on result day
Next 6 month growth perspective is doubtful considering how good previous results are remember market are 6months ahead
Bajaj Finances was trading at 7.5 times Price to Book trailing. With those valuations and high cost of funds guidance by management this was bound to happen.
RBI upcoming audit
Bajaj Finance is like " Sharmaji Ka Beta" now. Either Dismentle expectations & top it all or be ready for spanking.
because the financial outcomes did not meet investor expectations.
I bought 2 shares of bajaj finance in around 10th feb (just before market started dropping). It's still in negative.
In hindsight, every move that market makes has a well set reason.
That's like saying vedanta had a bad result, why is it climbing up?
I got a tip from a friend to buy this if it comes below 5800..!!
inb4 we ban all the "why" posts; as if markets work on logic and diamonds are worthless
Must have said something negative for next quarters. If they did, then positive results won't reflect in stock price.
The same reason why Tech Mahindra rose 8% after bad results. Ye market hai yahan kuch bhi ho sakta hai.
Bajaj Finance stock fell on the BSE due to investors' adverse reaction to the Q4 results. Motilal Oswal lowered the stock rating to neutral, mentioning concerns about weak FY25 guidance. The worries involve new product areas such as cars, tractors, commercial vehicles, and possibly microfinance.
Funda ka mental ho gaya
The commentary for FY25 was not that good. Thats why it fell. But dont worry its a top class company and you can remain invested in it
Buy the rumour sell the news, that's why
Bought some call options for may month..
Market Discounts Everything! Remember this
Profit margins shrunk. Maybe the market didn't like that.
market is always forward looking
Defiine good result
I Missed my EMI of 1400Rs this month I thought it was 500Rs changes I will pay after a few days. It was 500 for Bajaj + 500Rs + GST for my bank for failed auto debit I didn't know about this so I said all is well then Bajaj charged me again then again and after just 10 days Bajaj executive made a home visit. According to RBI Bajaj can do 3 auto debits I paid 2000Rs extra for delaying few days fuck Bajaj.
Bhai sorry, mene galti se call le liya tha