protrade's latest activity

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    protrade posted the thread L&T’s defense foray in Equities.
    We generally associate L&T with a lot of things - but of late the company has been making the news in one area - defense equipment...
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    The recent news flow in Reliance seems to point to another demerger coming up shortly. There is an attempt to consolidate the debt, in...
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    In December last year, Jio hiked prices - this should go directly to bottom line. Jan 2020 onwards, IMO2020 kicks in - Reliance is big...
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    protrade posted the thread BHEL could be tasty in Equities.
    BHEL’s numbers for Q3 weren’t exactly setting the market on fire. But it’s possible the market is over-reacting to the numbers. The...
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    protrade replied to the thread Yesbank-Target.
    Yes - next Monday, it will be 6 months from last QIP date - which means Yes will be allowed to do another QIP. They now have the...
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    protrade replied to the thread ONGC Dividend Trade.
    Looks like market has finally latched on to this idea. Spread between ONGC shares and futures has now fallen to just ₹0.30 from almost...
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    protrade posted the thread ONGC Dividend Trade in Equities.
    With Saturday’s announcement of ending of Dividend Distribution Tax, there is a very interesting scenario - companies like ONGC, which...
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    protrade replied to the thread Reliance Sum of Parts.
    The Macquarie report and its timing are quite interesting, coming as it did on the day January Futures contracts expired. Also, the...
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    protrade posted the thread Reliance Sum of Parts in Equities.
    The recent news flow on the Grey market pricing of Reliance Retail provides interesting ways to value Reliance. While the market is...
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    Any idea of further ruling on Chidambaram plea seeking dismissal of case? And to include government into case?
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    protrade replied to the thread Yes Bank - RBI’s folly.
    March futures were trading at a 15% discount to cash just 3 days back. Today they have moved to under 8% discount. Looks like this is...
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    protrade replied to the thread Yes Bank - RBI’s folly.
    As per SEBI norms, you can’t do a QIP within 6 months of the last one. Since last QIP was 15-Aug-19, Yes has to wait till 15-Feb-20 - or...
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    RBI kicked out Rana Kapoor from Yes Bank, and created some unintended consequences. The new management has much more incentive to...
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    Today is the day when PC and his bureaucrat cronies have to respond to the ₹10,000 crore lawsuit against them by 63 moons. And judge has...