As per the last FY snapshot of the 3 biz, it is ovious that the other two companies are not promising.
TRANSINDIA REALITY has very low ROCE and ALLCARGO TERMINALS topline growth would be low.
Considering this most of the investors will try to get out of these 2 companies on listing and the prices of these two comapnies may drop drastically. Also, the 3rd company “Allcargo logistics” price will also drop as the assets are moved out from it.
In such scenario, will it make sense to hold on to this company till the demerger or would it be wiser to sell before the demerger and then buy only the “Allcargo logistincs” after the demerge and price drop?
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