As I understand it, the value of AllCargo Logistics shares is likely to drop after the AllCargo ECU demerger. The Gati ↔ AllCargo Logistics swap will occur after this demerger, so everything hinges on the valuation of AllCargo ECU.
Posts in category All News
Suzlon Energy hits Rs 1 lakh crore market cap; shares surge 37% since Q1 results (09-08-2024)
HCL Technologies (09-08-2024)
HCLTech’s software division is acquiring French data management firm Zeenea. This deal will strengthen HCL’s data analytics capabilities, specifically in data cataloging and governance. Expect to see increased focus on data-driven solutions from HCLSoftware.
SJVN gains on commissioning of 90 MW Omkareshwar floating solar project (09-08-2024)
Manish Sisodia gets bail in Delhi liquor scam case, AAP calls it ‘victory of truth’ (09-08-2024)
RVNL shares fall over 4% after Q1 profit declines 35% YoY (09-08-2024)
Revenues from the sale of digital or streaming rights of films are likely to show higher growth and fetch more revenue to film producers than theatricals (09-08-2024)
GAIL shares up 0.08% as Nifty gains (09-08-2024)
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (09-08-2024)
It’s unusual that the company chose to skip addressing the challenging questions this quarter. Even in interviews, Sachindra Nath hasn’t mentioned anything about the rundown of SC loans. The presentation shows that NPAs on SC loans have exceeded 7%. Meanwhile, SG Finserv, another player in supply chain financing, has reported disappointing numbers, with two directors resigning. Management integrity is truly tested during tough times—it’s easy to craft a compelling narrative when things are going well.
Disclosure: This is one of my largest holdings, so I’m biased and hopeful that management takes a balanced approach in their communications.