Discover and read the best of Twitter Threads about #demerger

Most recents (3)

#Specialsituation #Spinoff #Demerger #AARTIPHARM🧵

- Business overview
- Financials
- Valuations
- 1 year Concall highlights (Q1 FY22 to Q1FY23)

Took long to compile this
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@soicfinance @itsTarH @Shubham_TLI @ValueEducator @Gautam__Baid

1/14 Image
2/ Co. overview
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3/ Segments:

APIs & Intermediates for innovators & generic firms for a variety of applications like anti-cancer, anti-asthmatic, antihypertensive, oncology medicines.

Xanthine derivatives are used for beverages, as well as nutraceutical and other pharma applications. Image
Read 20 tweets
Kamadhenu: A Wish-Cow that continues to bless the wise investors
Special situation case study

#demerger #stocks
Hi folks, it`s been a long time since I wrote about demergers, so I thought I would share one interesting case study wherein the first leg has played out beautifully (more details later) and the second leg is yet to play out.
I started tracking Kamdhenu Ltd when they first announced a scheme of arrangement in January 2020. Promoter group of entities were getting merged into Kamdhenu for simplification of the shareholding structure of promoters and the paint business was getting demerged
Read 24 tweets
#DhampurSugar - Short Term Swing Trading Opportunity !

CMP – 287.85 (11/8/2021)

(Must read Thread Thread for #TA learners)

@rohanshah619 @caniravkaria 👉#TechnoFunda Views Invited.
1⃣

#DhampurSugar is first & largest producer of refined sulphurless sugar in country.

Company's sugarcane co-generation capacity is one of the largest in the country & it has perhaps highest ethanol manufacturing capacity relative to it’s cane crushing capacity in country.
2⃣

#DhampurSugar Capacity 👉

Crush 45,500 metric tonnes of cane per day

Refine 1,700 metric tonnes of sugar per day

Generate 209 MWH of renewable power

Export upto 125 MWH of renewable power to the grid

Produce 300,000 liters of alcohol/fuel ethanol per day

#StockMarket
Read 7 tweets

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