Summary
Implications: 1.New Delhi Bank submits an "Interest" afr a government mandate. 2."Bidder"interest - only.A discussion of Valuations will be persistent for ALL parties to the transaction. 3.A Higly Disciplined approach to any acquisition will become a difficult obstacle for al players. 4.Management MAY or MAY Not consider the transaction an act of desperation - realized or unreaalized. 5. It is a matter of Perception vs Reality! 6.Growth is defined as Organic and is not defined as Inorganic! A matter of sound managerial judgement.
Analysis
Commentary:
1.Thought proscess should be clear - Indian stocks posted the steepest returns, recently. A matter of the utmost importance!
2.More opportunities are Certain to appear in the near future - a consequence not to be ignored.
3.Positive Influences:
A. A rise in demand for credit.
B. A boost from domestic Mutual Funds and a rise in excess Cash flow.
C.A revived demand for diesel - powered automobiles is, clearly an up tick.
D. A prediction: India's second largest lender may advance as the
economy bottoms.A positive analogy.
e. India's gross domestic product is likely to grow and is the fourth largest amongst developing nations.
" A matter of Investment Strategy"!!!!
