Special Situations

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by BombayBoy, Jan 1, 2016.

  1. BombayBoy

    BombayBoy Well-Known Member

    Joined:
    Oct 25, 2015
    Messages:
    458
    Likes Received:
    328
    can we discuss special situations opportunities?

    one could say companies with - business restructuring, de-mergers, buybacks, M&A, special dividend, spin-offs, takeover bids, distressed, cyclical, contrarian or event-driven situations

    some examples that i can cite from my current investments - Max India (demerger), Amtek Group (distressed), Metals (contrarian/cyclical)

    i'm sure there's a lot of corporate development happening and a lot of M&A activity too, if you have some special situation stocks, share your ideas

    thanks!

    don't know if it should be in this sub-forum but don't see it in stock picks of wizards either
     
    San8422 likes this.
  2. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

    Joined:
    Mar 28, 2015
    Messages:
    1,898
    Likes Received:
    769
    TCI is candidate for this because of value unlocking due to demerger of xpress division. Stock will shoot up when demerger takes place :)
     
    Fun_Da_Mentalist and BombayBoy like this.
  3. BombayBoy

    BombayBoy Well-Known Member

    Joined:
    Oct 25, 2015
    Messages:
    458
    Likes Received:
    328
    completely forgot it, have it in my watch-list, but bought other from logistics - Allcargo & Snowman
    will look to buy TCI this month

    thanks Srouta
     
  4. Fun_Da_Mentalist

    Fun_Da_Mentalist Active Member

    Joined:
    Sep 19, 2015
    Messages:
    240
    Likes Received:
    169
    Is there a timeline for the demerger ? and are there any numbers around what will be the value of unlocking ?
     
    San8422 likes this.
  5. BombayBoy

    BombayBoy Well-Known Member

    Joined:
    Oct 25, 2015
    Messages:
    458
    Likes Received:
    328
    Engineers India OFS today
    Floor Price ₹189
    Retail Discount 5%
    Reservation for Retail 20% of offer size
     
Loading...