New Filings & Announcements for the week

Markets This Week 🤩
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Here are this week’s important filings & announcements that might interest you :slight_smile:

Mergers and Spin-Offs

  1. IDFC and IDFC First Bank Merger Details
  2. Tata Steel and Tata Metaliks Merger Details
  3. JSW Ispat and JSW Steel Merger Details
  4. Reliance and Jio Demerger Details (this is a big one and sets ground work for eventual three way demerger of all of reliance’s big business verticals)

Preference Issues

  1. A whole bunch of known names in Capacite Infraprojects
  2. Smallcap world fund investment in Titagarh Wagons at 380/share (~25% lower than Friday’s closing)

Press Releases

  1. APL Apollo Tubes indicating a strong quarter
  2. MOIL indicating a strong quarter
  3. NMDC’s best ever June Month and Q1 Performance
  4. Its not just large banks, even smaller ones are loaded with money - CSB’s 30% YoY growth in term deposits
  5. JTL’s record quarter (volume wise)
  6. Adani Ports docks one of the longest ship in the world - an indicator of both how India’s ports are becoming deep water as well trade routes to India flourishing
  7. PayTM walking the talk on business improvement

Buybacks

  1. Amrutanjan Health
  2. Goldiam International
  3. James Warren Tea

Delistings

  1. TTK Healthcare

Stock Split

  1. IEL Limited

Capacity Expansions

  1. Gulshan Poly new ethanol plant
  2. Vishnu Chemicals new product facility commences production
  3. Shree Pushkar Chemicals new facility commences production
  4. Universal Cables 50% increase in capacity

Order Wins

  1. Paras Defence 400 drones for Nano Fertilizer - Important theme playing out, read Ideaforge DRHP for more details
  2. Genus Power order win for INR ~2207cr, HPL Electric and Tata Power won some too
  3. Cosmic CRF (newly listed) wins orders from Titagarh Wagons
  4. L&T order win of 2500cr
  5. Olectra Greentech order win for ~INR 10,000cr worth of buses
  6. Talbros Auto ~INR 205cr of EV related orders

Acquisitions

  1. Siemens acquired a small electric vehicle parts company for INR 38cr
  2. Syngene bought a facility of struggling competitor Stelis for INR 702cr
  3. SJS bought a automotive interior company
  4. Motherson Sumi acquiring three companies - here, here and here

Other Important Announcements

  1. Tube Investments incorporating a new subsidiary to foray into commercial electric vehicles
  2. Another Tube Investments subsidiary signs agreement with Anupam Rasayan for collaboration on pharma molecules for CDMO
  3. Vedanta foraying into semi conductors and display glass
  4. After many delays, Reliance finally launches a cheap 4G Phone
  5. Biocon’s biosimilar products are finally gaining traction in regulated markets
  6. Datamatics recognized in international market report for its product
  7. Hero Motocorp launches its first Harley Davidson collaboration for Indian markets
  8. Torrent Power starts pilot project for blending Hydrogen in city gas distribution network
  9. ABB India’s new product for data centers
  10. USFDA is hitting up Indian pharma factories for inspection - here, here and here

Note:

  1. I follow a few interesting newsletters and the above information I’ve shared is from there. (Source)
  2. This is not an investment advice.

Happy trading!

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