Discover and read the best of Twitter Threads about #specialsituations
Most recents (3)
#PiramalPharma’s demerger was one of the most anticipated #specialsituations in FY22. But since listing, the stock has seen a 65% decline. A thread to help you understand some of the reasons for the fall and if they can recover from this
#piramal #pharma #investing #piramalfall
#piramal #pharma #investing #piramalfall
Piramal has seen a massive reduction in margins in FY23. Their 9M FY23 EBITDA margins are at 10%. They have not been this low for a long time.
The reasons for this fall in margins is a mix of macroeconomic factors that are out of their control and some issues that are inherent in their business model.
A thread capturing special situations prevalent in investing space at the moment
@Meta down by 30% in an year
#SpecialSituations
Creating a crowdsource list of all Special Situations
(demergers, mergers, spin offs, split offs, bonus issues) that are announced and will occur in '22 and beyond.
If you know any, please leave a comment
Will add to my list and share by end of next week. Thx
Creating a crowdsource list of all Special Situations
(demergers, mergers, spin offs, split offs, bonus issues) that are announced and will occur in '22 and beyond.
If you know any, please leave a comment
Will add to my list and share by end of next week. Thx
Please also retweet the above tweet, so others can comment.
I have a list of 12 such special situations, I am sure we can find more if everyone collaborates.
I have a list of 12 such special situations, I am sure we can find more if everyone collaborates.
We are already up to 35+, great start.
Keep them coming!
Keep them coming!
