Above I have shared the max, min and average arbitrage in the past year for the Ujjivan twins. Just 1 or 2 weeks back it was down to low single digits, now it is back to 15%.

If the merger materializes in the next 2-3 months it is a quick 15% return you can make theoretically. I say theoretically because everyone in the market knows this, during the merger process there will be a month where there won’t be USFB shares in your DEMAT to exit. When the USFB shares get credited there “might” be a fall for a day or so as every arbitrageur who are not in Ujjivan for the long term will try to exit.

This was witnessed in Equitas as well, IIRC it fell 10% on that day but recovered later. So to get the benefit for the entire 15% or more, you may need to either be very quick to exit, or wait for some more time for the price to normalize.

Good thing is the fundamentals should keep supporting the prices.

Also that is not worse time for company , because they were getting good orders from US at that time . Only Indian PEB is not doing good.

Brother, it’s crucial to think any investment opportunity, but it’s equally important not to think only. Visit the plant and address every conceivable doubt, from employee numbers to processes, product types, and subsidies. I bet you will have great experience for this company. It’s essential to immerse yourself in the business before investing. Once you’ve entered, monitor closely. In the stock market, nobody is infallible, but always wrong.

The submission was not rejected but returned. Among them, both Polymatech and Waaree are notable, as their revised DRHPs will offer investors greater clarity, particularly concerning the upcoming financials for FY 23-24. Consequently, the valuation will be contingent upon the forthcoming results, which are anticipated to reflect the impressive growth trajectory of the company.