“Specifically, we do not have a stock list ready, like a shopping list per se. We are still observing what has happened in the quarter which has gone by,” says Dipan Mehta, Director, Elixir Equities.What does one do, just sit it out and watch or do you think it is time now to selectively start … Read more
Dipan Mehta, Director, Elixir Equities, says HPCL, BPCL & IOC are great trading stocks and you could get 15-20-30% return in a few weeks if you get the timing right. But from a longer-term perspective, I am not so sure. End of the day, there is a great deal of volatility in their earnings despite … Read more
Dipan Mehta, Director, Elixir Equities, says the question that everybody on the Street will ask the IT company is how big is this AI opportunity. Is it for real? Is it going to translate into double-digit growth rates for the next four to five years for IT companies? If we get a positive response over … Read more
Dipan Mehta, Director, Elixir Equities, says “I am not nibbling anywhere. I am just waiting patiently, wherever numbers are not up to expectations, trim a few holdings over there and I seriously expect that this correction could be as deep as 10-12% on the Nifty and the Sensex, who knows? We may even test the … Read more
Dipan Mehta, Director, Elixir Equities, says: “This is as good a bull market as it gets and managements also recognise that this is the right time to take these kind of corporate actions and whether it is a buyback from Piramal or L&T, they certainly know that that is a good way of boosting their … Read more
” I would like to just buy these midcap IT stocks at slightly more reasonable price to earnings multiples so there is margin of safety,” says Dipan Mehta, Director, Elixir Equities.At what point in time IT becomes what banks were in 2021. 2021, nobody liked banks. Everybody was worried about the impact of impact of … Read more
“Valuations have been on the premium side, but looking at the kind of numbers which keep coming through from Britannia, perhaps well justified,” says Dipan Mehta, Director, Elixir Equities.What happened when it comes to Britannia in terms of the kind of quarterly earnings. If you had to compare it to some of its other peers … Read more
“Question is whether you will get an allotment or not because of the heavy over subscription. But, from retail investor perspective, it is a good opportunity and perhaps you could even add some stock post listing,” says Dipan Mehta, Director, Elixir Equities.Mankind Pharma, an offering from the pharma sector after a while, wanted to understand … Read more
“If you look at the IDFC First Bank numbers last two to three quarters, they are best in class on almost all financial parameters. They are amongst the number one or two within the space,” says Dipan Mehta, Director, Elixir Equities.The Citibank acquisition is coming, I would say, at a discount to what the original … Read more
“Allocate 35-40 % in banks, 15% in midcap software, 15 % in auto, 15% in profitable platform companies and 10% in new age digital companies,” says Dipan Mehta – Founder Director at Elixir Equities Pvt. Ltd.In an interview with ETMarkets, Mehta, said: “Banks, as this is the golden period for them with decent demand for … Read more