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1246 ArticlesStocks

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L&T Buyback: Should you tender your shares?

L&T launched its first-ever buyback, sized at 10,000 Cr. This move is primarily to help achieve their FY26 target of an ROE above 18%. If you hold L&T shares, ...
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Prudent Corporate: Capitalizing on SIP Surge & Leading MF Distribution

SIP inflows are growing year after year, and it has now become a strong theme that can't be ignored. Mutual Fund distribution is one way to participate in this ...
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Tips Industries: Playing The Right Notes In the Music Business

With the streaming era, music moved to tiny computers that fit in the palm of our hands. This shift not only transformed how we consume music but also elevated ...
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Jio Financials: Does the demerger from Reliance have value?

Reliance Industries is demerging a small financial company it owns: Jio Financials. We take a look at the small little big thing that becomes a separate entity ...
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Allcargo Trade: A Neutral Verdict

In 2022, Allcargo embarked on a strategic demerger, splitting its business into three distinct segments. While the rationale was clear - to simplify structure ...
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Implications of NIIT Learning Systems’ Demerger

NIIT Limited recently demerged its most profitable B2B segment, NIIT Learning Systems. The management is following the same playbook that they used with ...
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The nitty-gritties of the ITC Hotels Demerger

Why are they demerging ITC Hotels from the tobacco giant, ITC? And why is it all this complex? The long-waited step towards separating the business units into ...
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What the HDFC Bank merger really means for investors

What's the post-merger scenario for HDFC Bank? In a nutshell: 1. Most of the synergies have already been established, and therefore, no major changes are ...
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Decoding ‘Trending Value’ in India: Insights from the investing classic ‘What works on Wall Street’

What works on Wall Street by James O'Shaughnessy published in 1997 is the original quantitative investor's handbook. One of the strategies explored in the book ...
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Will forcing PSUs to pay dividends make them more valuable?

Will forcing certain PSUs to pay out dividends change how shareholders perceive them? As the Gujarat government pushes a dividend policy on the companies it ...
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