Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

Allcargo (AGLL IN): Shareholders Reject! What Now?

The Rise of Shareholder Activism in India

Allcargo (AGLL IN): ECUW Stake Sale at US$1bn Proposed Valuation

Allcargo (AGLL IN): +42% Up So Far. How Much More to Go?

The End of Parabolic Moves for Adani Group Companies?

Failed Exit Offers in India: Lessons for VEDL, ADANI, and HEXW?

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<p>India-based integrated logistics company <a href="https://www.smartkarma.com/entities/allcargo-logistics-ltd" target="_blank" data-smartkarma-citation="entities:10602:1" rel="noopener">Allcargo Logistics (AGLL IN)</a> received a “<a href="https://www.bseindia.com/xml-data/corpfiling/AttachHis/9bf60829-9be9-4e37-b6c2-234cc3203040.pdf" target="_blank" rel="noopener">Delisting Proposal</a>" from its Promoter Group (Shashi Kiran Shetty and Talentos Entertainment Private Limited) in August 2020. Since then, the stock has gained more than 70%. </p><section class="figure"><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/221/026/original/SK+Insights.png?1627546045" class="editor-image img-responsive" data-smartkarma-image-id="221026"></figure><div class="content-caption">Source: Smartkarma</div></section><p>I have covered this situation three times since the Deal was announced (as indicated by the "①" markers in the figure above) taking a Bullish stance on all three occasions as I believed the stock was fundamentally undervalued on a growth-adjusted basis. </p><ul>
<li>
<a href="https://www.smartkarma.com/insights/allcargo-logistics-agll-in-indian-delisting-offer-trading-cheap" target="_blank" data-smartkarma-citation="insights:43137" rel="noopener">Allcargo Logistics (AGLL IN): Indian Delisting Offer Trading Cheap</a> </li>
<li>
<a href="https://www.smartkarma.com/insights/allcargo-logistics-agll-in-shareholder-vote-encouraging-buying-opportunity" target="_blank" data-smartkarma-citation="insights:44464" rel="noopener">Allcargo Logistics (AGLL IN): Shareholder Vote Encouraging. Buying Opportunity.</a> </li>
<li>
<a href="https://www.smartkarma.com/insights/allcargo-agll-in-42-up-so-far-how-much-more-to-go" target="_blank" data-smartkarma-citation="insights:54125" rel="noopener">Allcargo (AGLL IN): +42% Up So Far. How Much More to Go?</a> </li>
</ul><p><strong>Last week, the company announced that the Delisting Process has been "reinitiated" causing the share price to rise sharply. </strong></p><p>So what does this mean and how does this affect the timeline and the upside potential of the event?</p><p><em>Read below to find out.</em>  </p>

India-based integrated logistics company Allcargo Logistics (AGLL IN) received a “Delisting Proposal" from its Promoter Group (Shashi Kiran Shetty and Talentos Entertainment Private Limited) in August 2020. Since then, the stock has gained more than 70%. Source: SmartkarmaI have covered this situation three times since the Deal was announced (as indicated by the "①" markers in the figure above) taking a Bullish stance on all three occasions as I believed the stock was fundamentally undervalued on a growth-adjusted basis. 

Allcargo Logistics (AGLL IN): Indian Delisting Offer Trading Cheap 

Allcargo Logistics (AGLL IN): Shareholder Vote Encouraging. Buying Opportunity. 

Allcargo (AGLL IN): +42% Up So Far. How Much More to Go? 
Last week, the company announced that the Delisting Process has been "reinitiated" causing the share price to rise sharply. So what does this mean and how does this affect the timeline and the upside potential of the event?Read below to find out.  

Allcargo (AGLL IN): Process Reinitiated! 70%+ Up Now. Should You Still Chase?