Anant Ladha
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Disclaimer - This Channel is only for information and education purpose. This is purely for education and case study purpose.
Please consult your advisor before investing.
Personal opinion only for education purpose.
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Positive for IREDA
Health insurer Niva Bupa files draft prospectus for Rs 3,000 crore IPO

Vraj IPO's money must get free by tonight, Can be utilized for upcoming IPOs this week.

Huge pipeline of IPOs waiting for investors🥳
Modi Govt 3.0
Budget Date

Monday 22th July 2024
Singtel looking to sell stake worth 20,000 crore in Bharti Airtel. Currently Singtel owns stake worth around 2.30 lac crore
Anant Ladha
https://youtu.be/EqzwPg5yCdI?si=djcITwh-aeBYzM9D
BIG NEWS - HDFC BANK SHAREHOLDING OUT FOR JUNE QTR

54.83% is new FII shareholding in Hdfc Bank

MSCI Requirement was below 55.5%

Now HDFC Bank is most likely to get MSCI Inflow of $3-4 billion.

We covered it yesterday only
Can we have a short term climax top in HDFC Bank today?

The overall sentiment is positive but but but.. news is already out now😅
Let’s see!
Old habit of Fed
They chances randomly and do what they actually want to do
Block Deal alert!!!

Stock- Delhivery
Likely Seller- Canada Pension Fund
Selling Price- Rs. 378 to 389 per share
Last closing Price- Rs 399 per share
Discount to last closing price- around 0.7% to 3.5%%
Total deal size-Around Rs. 850+ crore

The discount is very narrow which is indicating that the deals can be executed in block window. This is important to note that it is a clean up trade. Canada pension fund is selling its entire stake

Read the strategy from book and apply - https://www.amazon.in/Books-Pankaj-Ladha-Anant/s?rh=n%3A976389031%2Cp_27%3APankaj+Ladha+%26+Anant+Ladha
Two Mainboard listings today:

- Emcure- Grey Market Premium has gone a bit down since yesterday and now in the range of 300 to 325
- Bansal Wire- Grey Market Premium is around Rs. 70 per share

Allotment rates are high here in both these IPO’s