On a contrary note, there will be a capacity shortage if HNG is not acquired, will make prices higher, HNG running is crucial, after fire incidence, value offered looks high for HNG. SBI may have to take a higher cut if deals with ARC, my gut feel is this shake up is transient as it happens always in some form when a great business is available and investors want to accumulate. Have picked it at below 200 levels and will keep it as even if HNG is not acquired than more new capacities will be added.
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