True, but the cash flows from cigarette business is pumped into other segments like FMCG to grow them. So demerging cigarette business now wont be a good thing. Once the other businesses evolve then they the demerger would be better can can create good value
Now with this 40-60 structure that threat is significantly reduced as BAT would get only 18% ownership of ITC Hotels. Even if they sell that entire stake still ITC Ltd holding 40% ownership can easily ward off any hostile takeover attempts
Had they done full demerger like JIO Fin. Then BAT which has 30% of ownership of ITC would have become 30% owner of ITC Hotels. BAT is a pure tobacco company so they would soon sell off their entire 30% stake to some competitor which would have led to hostile takeover of ITC Hotels
कोई भी अनालिस्ट ये नहीं बता पाया कि itc की कुल शेयर holding 1200/- करोड़ है। अगर एक itc के शेयर के बदले अगर एक शेयर होटल का मिलता तो itc की शेयर पूंजी कम से कम 1200 करोड़ होती. इतनी बड़ी पूंजी को होटल बिज़नेस से सर्व कर पाना संभव ही नहीं था। आपने ये नहीं बताया कि 40% itc के पास itc होटल के शेयर होने से itc होटल का 40% बिज़नेस itc मे add होगा. आपने ये नहीं बताया कि 60% शेयर जो itc शेयर होल्डर के पास होंगे उनका रेश्यो क्या होगा। जबकि itc पहले दिन ही घोषणा कर चुकी थी कि 10 itc शेयर के बदले एक शेयर होटल का मिलेगा. महोदय itc का वित्तीय वर्ष 2024 के कुल बिज़नेस 75000/- करोड़ के आसपास है. इतने बड़े बिज़नेस का 4% itc होटल का बिज़नेस है तो आप इसको कम क्यों आंक रहे है। जो कोई भी itc होटल का शेयर लम्बी अवधि तक hold कर सकेगा वह फायदे मे ही रहेगा. क्युकि quality मैनेजमेंट होगा
ITC should have demerged their cigarette business so that share holders would have got good appreciation
True, but the cash flows from cigarette business is pumped into other segments like FMCG to grow them. So demerging cigarette business now wont be a good thing. Once the other businesses evolve then they the demerger would be better can can create good value
Amazing Analysis
I am watching your video first time and I liked your content way of presentation.... 💯 Out of 💯💪..... Thanks for valuable information 🙂
Very nice informative video
Keep doing it.
Thanks.😊
Thank you gaurav sir
Now with this 40-60 structure that threat is significantly reduced as BAT would get only 18% ownership of ITC Hotels. Even if they sell that entire stake still ITC Ltd holding 40% ownership can easily ward off any hostile takeover attempts
Good Analysis. Good to buy post merger
Just waited for this topic 😅
Very good analysis
Pls provide comparison of financial projections, so that valuation of demerged entity could be estimated
Good analysis sir...
Requesting you remake this entire video incorporating the most important angle I.e. BAT
ITC HOTELS LIST KAB TAK HOGA?? ISKA SHARES KAB TAK MILEGA SHAREHOLDERS KO??? PLEASE TELL ME🙏🙏🙏🙏🙏
Will Gujarat hotels be merged with ITC hotels ??
It's a good asset play.. Hopefully it should be merged, I too have gujhot in portfolio.
Don’t know let’s hope for the best
Sir IDFC first par video kab la rhe ho
Sir apke piche photo meh, itc ka konsa hotel hai ?
ITC Royal Bengal
ITC target 480-500 in next month. It is bouncing back
Pl. Suggest Multibagger penny stocks , because Midcap, large caps hv already Escalated and scope of Good Returns
Had they done full demerger like JIO Fin. Then BAT which has 30% of ownership of ITC would have become 30% owner of ITC Hotels. BAT is a pure tobacco company so they would soon sell off their entire 30% stake to some competitor which would have led to hostile takeover of ITC Hotels
Pl make a video on Idfc first bank result .....
You missed the single most important point. British American Tobacco
is this video really 1 year old?
Naag Panchami coupon code kab launch kar rahe ho sir
Mera naag lele na
I am a retail investor holding 255 shs of ITC. How many shs of ITC HOTELS will I get?
60 percent
And for the rest 40% for which I am the holder before demerger what will happen?
Unlock made stock down by 10%.
Good things take time .. Stable hote h positive rhega
कितना बोर कर रहा है ।
कोई भी अनालिस्ट ये नहीं बता पाया कि itc की कुल शेयर holding 1200/- करोड़ है। अगर एक itc के शेयर के बदले अगर एक शेयर होटल का मिलता तो itc की शेयर पूंजी कम से कम 1200 करोड़ होती. इतनी बड़ी पूंजी को होटल बिज़नेस से सर्व कर पाना संभव ही नहीं था। आपने ये नहीं बताया कि 40% itc के पास itc होटल के शेयर होने से itc होटल का 40% बिज़नेस itc मे add होगा. आपने ये नहीं बताया कि 60% शेयर जो itc शेयर होल्डर के पास होंगे उनका रेश्यो क्या होगा। जबकि itc पहले दिन ही घोषणा कर चुकी थी कि 10 itc शेयर के बदले एक शेयर होटल का मिलेगा.
महोदय itc का वित्तीय वर्ष 2024 के कुल बिज़नेस 75000/- करोड़ के आसपास है. इतने बड़े बिज़नेस का 4% itc होटल का बिज़नेस है तो आप इसको कम क्यों आंक रहे है। जो कोई भी itc होटल का शेयर लम्बी अवधि तक hold कर सकेगा वह फायदे मे ही रहेगा. क्युकि quality मैनेजमेंट होगा
ITC HOTELS LIST KAB TAK HOGA?? ISKA SHARES KAB TAK MILEGA SHAREHOLDERS KO??? PLEASE TELL ME🙏🙏🙏🙏🙏
ITC HOTELS LIST KAB TAK HOGA?? ISKA SHARES KAB TAK MILEGA SHAREHOLDERS KO??? PLEASE TELL ME🙏🙏🙏🙏🙏
ITC HOTELS LIST KAB TAK HOGA?? ISKA SHARES KAB TAK MILEGA SHAREHOLDERS KO??? PLEASE TELL ME🙏🙏🙏🙏🙏