[yogeshcm]

HDFC securities report on Indian internet companies

https://www.hdfcsec.com/hsl.docs//India%20Internet%20-%20HSIE-202012171711537408145.pdf

[jmathew]

A few of my thoughts are below
1.Well planned entry of Peshwa, probably he is the mastermind behind the PO allotments.
2.PO allottees may pay the full amount once the PO is approved. Maybe that is the agreement.
3.So, the company will have a full PO fund for expansion plan (Looks like they have some big plan in the Indian market). They may even close Daum using this fund. Lycos will add around Rs. 3 to book and eps too. (I may be wrong in this)
4.As per the report from Rathi-b and team I understand LOC is a done deal and expect the announcement during AGM or immediately after US holidays over.
5.25 to 30 % growth once LOC is available.
6.Looks like Axis is closed as per yesterday’s price action.
7.Company will be debt free and interests paid for the loans will be added to the EPS.
8.They will correct the books and EPS and eventually we will see eps moving to double-digit.
9.Promotors + top 15 investors/group+ new PO allottees will be holding more than 80 percent of shares.
10.I believe BCG will be the share of the year 2021.

[VALUEBUYER001]

Dear jmathew Ji let’s hope for the Best

[VALUEBUYER001]

Please read latest write-up by shri Suresh Reddy

Attachments:

1. 

   Screenshot_2020-12-20-08-44-11-493_com.whatsapp.png
   

[nitin_asce]

Thanks valurbuyer001 ji. I think Suresh is sharing bits and pieces of future.
However if some senior from our forum can put together this puzzle and potential impact on bcg, it will be great for all of us.

[Sobha]

Any update on Axis case at NCLT?

[Investor_2022]

No file is uploaded on NCLT website yet.

[Shivashankar]

Nclt case postponed to 22/12/2020 i,e,tomorrow.

[Zoro7]

Hi Shiva, how can I check the latest developments on NCLT? I tried looking on nclt website but couldn’t find any recent order or date.

[alphaneo]

The NCLT hearing is probably adjourned for Tuesday, Dec 22. BCG vs Axis is usually listed before Hyderabad Bench Court-I. As per a NCLT notice posted on Dec 17, Court Hall-I matters will be listed on Monday, Tuesday and Wednesday only.

Here is the text from the notice and link for reference:

In pursuance of Order dated 25.11.2020 issued in file No.10/03/2020- NCLT dated 25.11.2020 by the Headquarters of the NCLT, New Delhi, the NCLT Benches are reconstituted w.e.f. 01.12.2020. Accordingly the matters will be listed on Monday, Tuesday and Wednesday for Court Hall-I and Thursday and Friday for Court Hall-II.
In view of the above, the matters listed before NCLT, Hyderabad Bench, Court Hall-I on 17.12.2020 & 18.12.2020 are adjourned and posted on 21.12.2020 (Monday) & 22.12.2020 (Tuesday) Respectively.

NCLT Notice Link

[alphaneo]

Dear @admin – My post #9870 is still pending approval.

[vgsatwork]

1.3 crore shares traded within 1 hour today with downward momentum. Looks like operators are trying to take this stock down and despite this level of Volume, stock still managed to bounce back into positive territory. Big players are fighting off in this counter to prop up/ push down…

[buffet]

Massive 3.2 cr volume with huge upper circuit today … Hopefully 10% circuit will remain intact. Any thoughts?

[Raj]

Buffet, 10% will remain. Coz, yesterday, stock was not on UC on one exchange. So for two continuous UC ‘s, CL will change.

[vgsatwork]

With only about 40% delivery, next few days we are going to see even larger attempt(few crore trading volume early in the day) by the operators to bring down the price since they would have lost huge sum by now and they would try to reverse that in the next couple of sessions. If the buying support (when they dump the shares) is there for next couple of trading session, they would have no other option than to book their losses and wait for another opportune moment and stock price would rise till then

[buffet]

Just a wild guess, SKR may have brought in this new Zaveri-gang to tackle the other suppressor operator gang. Now, they may be getting a test of their own wrongdoings for 6-7 years.

Whatever is the game plan, it would be beneficial to retailers as long as the price appreciates. We shall simply watch from the sidelines.

[Sobha]

5% circuit

[vgsatwork]

If the stock hits 5% circuit for next two days, would it get moved into T2T segment, where short selling is not possible and one has to take delivery?

[VALUEBUYER001]

Nclt hearing postponed to 18 th January 2021

[hw_tw]

Brightcom ranked 420 in ET 500 list compared to 447 last year.

https://m.economictimes.com/marketstats/pid-61,pageno-2,sortby-CurrentYearRank,sortorder-asc,marketcap-,year-2020.cms

[Author]

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