Beitrag von Carsten Friedrichs

TATA Motors demerger (quick note). The board today approved the proposal to de-merge TATA Motors into Commercial Vehicles and Passenger Vehicles business. Why the demerger? Since 2021 the businesses were individually operating under different CEOs. The demerger will help both the businesses in Higher growth Individual business empowerment Agility and faster strategy implementation As such the group believes there was minimal synergies between the CV & PV segment. So this was a logical call. ( Source: TATA Motors communication) Has this been done before? Yes the reverse (MERGER). The board decided to merge TATA Coffee under TATA Consumer Products recently. This was expected since 2021 due to various synergies in this business. What happens to the share prices? In general its a great time to be a TATA Motors shareholder. Going by the past records when value unlocking happens due to merger or demerger the companies share prices shoot up. Tata coffee: up 25% in 2 months Tata consumer: up 28% in 3 months TATA Motors value unlocking in a high growth auto sector can lead to significant rewards to the shareholders. If you liked what you read, consider sharing it with your friends. Disclaimer: Invested in auto sectors funds. This is not a recommendation but a view. Please do your own research or consult your financial advisor.

Head? Heart? Hard? Hardt!   What is the 🔦 story behind The Hardt Group GmbH? Please share your 💡 thoughts in the poll. And stay tuned for my personal 😉 perspective on The Hardt Group GmbH.   Which poll? 👉 Pls. take a look at the comments.   🕵♂️#Transformation Agents #Consulting #PMIspective #PMI #Transformation #Carveout #Merger #postmerger #manda #mergerintegration #postmergerintegration

Healthcare staffing firm news has been dominated with mergers and acquisitions the past few years, providing great opportunity for the smaller firms to expand their reach and services. But the work continues long after the sale. From company culture changes to the challenges of maintaining quality of care, there’s a lot to consider in retaining reputation while serving customers. Check out more from Jeremy Bilsky in Healthcare Business Today below. #HealthcareStaffing #NursingStaffing #StaffingTrends #Healthcare #StaffingIndustry

As a CA Student, we all have studied the Merger / Acquisitions / Demergers etc. But what excites me is when we relate real life examples with theoretical knowledge. One such is related with ITC...!!! ITC officially announced the demerger of its hotel business on Monday (July 24), putting all the rumors to rest. 😀 . . It is a great news, but why did the stock go down after the news? 🙄 . And what should you do as a consumer or Investor? 😏 🔸 2 Major businesses of ITC is 🚬 Cigarette and 🥘 FMCG business, both are booming and highly cash rich 💶 ...but when it comes to 🏬 hotel business 20% of the total capex gets invested in it but the revenue contribution is just around 4%. 😮 . . Demerger is obviously good for ITC and investors as it will lead to value unlocking. 😎 . But after the news, the price of the shares went significantly down by 20% from around INR 500 to INR 400. 📉 . Main reasons for the downward slopping according to me is the terms of demerger are not clear at all, there is confusion regarding swap ratio, etc. and instead of demerging completely, they have created hotel business as a subsidiary having around 40% stake. . . Now, what should be your take on this 🤔 . For long term investors, you should focus on their main businesses which is highly profitable and cash rich (FMCG & Cigarette) as they will keep on flourishing. For others, wait till Aug 14th, wherein they are going to make decisions regarding the swap ratio and other related topics which will give a clarity about the future on the demerger. In case I missed out on any point, continue them in the comments. . Have a great day ahead and follow Madhav Maheshwari for more. . LinkedIn LinkedNews News LinkedIn Learning #ITC #FMCG #demerger #mergersandacquisitions #CA

Advance Partners is an expert on mergers and acquisitions, and we have seen a lot in healthcare over the years. Jeremy Bilsky wrote in an article about the benefits and challenges that companies face when they go through this process: “Mergers and acquisitions in the healthcare staffing industry offer substantial opportunities for growth and expansion. However, the success of these ventures depends heavily on addressing the accompanying challenges effectively.” You can say that again! Read his advice and insight. 🔽 https://lnkd.in/gAPAQas5 #HealthcareStaffing #NursingStaffing #StaffingTrends #Healthcare

🔔 Nur noch wenigen Stunden, dann starten wir. 🚀 #PMIspective - Live Expert Talk by The Hardt Group GmbH 🎷🎸 It’s not over ’till it’s over 🎶   👀 See you there: 👉 https://lnkd.in/eApDv-2A #PMIspective #PMI #Transformation #Carveout #Merger #postmerger #manda #mergerintegration #postmergerintegration

.@GoingConcern: Rumor: There Might Be a Big Merger in the Works For FORVIS: Fresh off the rumor mill via the tip box: Forvis, in its laughable quest for global domination (WE DONT WANT TO BE THE BIG 4), is going to announce another merger/acquisition this week, presumably to leapfrog GT and BDO in the Americas or establish significant footing overseas. FORV/S (ugh why’d I type that) currently sits […] The post Rumor: There Might Be a Big Merger in the Works For FORVIS appeared first on Going Concern. http://dlvr.it/SylKkx #Careers #Big4 #Jobs

.@GoingConcern: Rumor: There Might Be a Big Merger in the Works For FORVIS: Fresh off the rumor mill via the tip box: Forvis, in its laughable quest for global domination (WE DONT WANT TO BE THE BIG 4), is going to announce another merger/acquisition this week, presumably to leapfrog GT and BDO in the Americas or establish significant footing overseas. FORV/S (ugh why’d I type that) currently sits […] The post Rumor: There Might Be a Big Merger in the Works For FORVIS appeared first on Going Concern. http://dlvr.it/SylKkl #Careers #Big4 #Jobs