Other Links


Niftyviews.com is now being managed as an open source website were in anyone can post on the websiteWe advise utmost reader discretion while reading the posts. We cannot guarantee the genuineness of the content on the website.There is no original content posted on the website and all content is sourced from available third party providers

March 12, 2015

Strategy: Demergers and alpha generation


Strategy: Demergers and alpha generation
History shows that demergers and spin-offs in India have huge upside potential provided they are not misused by promoters to sort out family and balance sheet issues. Investors play the demerger theme before, rather than after, corporate actions. Backed by sound business reasoning, demergers and spin-offs can generate significant alpha. Recent press reports also suggest that Nifty giants, L&T and ITC, could be restructured. In this thematic, we provide a framework to assess demergers and detail compelling case studies – SBI, HDFC, ICICI, Tata Global Beverages, Sadbhav, Ashoka Buildcon and Bajaj Electricals – that offer opportunities for serious value creation. 

No comments:

Follow by Email

Sign by Dealighted - Coupons and Deals

Click here for Disclaimer