独家
在升级的推动下,Idea可能会给交易员额外的10%
各家券商都对该计划表示赞赏,一些券商甚至对该股进行了升级。
各家券商都对该计划表示赞赏,一些券商甚至对该股进行了升级。
该股昨日上涨10.3%,至115.30卢比全国证券交易所上周五,该公司公布了在与印度银行合并前筹集675亿卢比的计划沃达丰(Vodafone)印度将削减债务,释放现金用于扩张。
各家券商都对该计划表示赞赏,一些券商甚至对该股进行了升级。
“它正在形成一个头肩模式,这是技术图表上的一个看涨模式。这意味着该股还将上涨10-15%,”Motilal Oswal的衍生品分析师Chandan Taparia说。
高盛技术和衍生品分析师Jay Purohit说椎体经纪他表示,目前的风险回报并不有利。普罗希特说,投资者应该逢低买入。
周五,Idea Cellular 1月份期货的未平仓合约增加了4.6%,而在期权部分,120、125和127.50的看涨期权出现大量买盘。125和127.5的看涨期权增加了约150万单位的未平仓头寸。
看涨期权的大量买盘也暗示短期内将进一步上行。该股在2018年飙升近46%后,2018年第一周上涨了7%。
Kotak机构表示:“合并条件将意味着股权注入对合并实体初始净债务的乘数效益,因为沃达丰对合并实体的净债务贡献固定在248亿卢比,比Idea在合并完成时的独立净债务高出248亿卢比。股票.
该经纪公司维持对Idea Cellular的“买入”评级,并表示,从竞争定位的角度来看,合并后实体较低的初始杠杆率令人欣慰。
里昂证券甚至将该股从“卖出”上调为“买入”,并将目标价从77卢比上调至130卢比。
里昂证券(CLSA)表示,Idea与沃达丰(Vodafone)的合并现在可能会在2018年上半年完成。该经纪公司表示,此次合并对Idea和沃达丰解决数据频谱不足的问题至关重要Bharti Airtel以及Reliance Jio。
The stock jumped 10.3% to \u20b9115.30 on the National Stock Exchange<\/a> on Friday, a day after the company unveiled plans to raise \u20b96,750 crore ahead of its merger with Vodafone<\/a> India to cut debt and free up cash for expansion.<\/p> Various brokerages gave a thumbs up to the plan, with some even upgrading the stock.<\/p> \u201cIt is forming a head and shoulder pattern, which is a bullish pattern on technical charts. It is suggesting a 10-15% further rise in the stock,\u201d said Chandan Taparia, derivatives analyst at Motilal Oswal.<\/p> Jay Purohit, technical and derivatives analyst at Centrum Broking<\/a>, said the risk reward is not favourable at current levels. One should buy the stock on dips, said Purohit.<\/p> Open interest in the January futures of Idea Cellular rose 4.6% on Friday while in the options segment, the \u20b9120, \u20b9125 and \u20b9127.50 call options saw heavy buying. The \u20b9125 and \u20b9127.5 call option added about 15 lakh units in open interest.<\/p> The significant buying of call options also suggests further upside in the near term. The stock is up 7% in the first week of 2018 after surging close to 46% in 2018. \u201cMerger conditions would mean a multiplier benefit of this equity infusion on the starting net debt of the merged entity as Vodafone\u2019s net debt contribution to the merged entity is fixed at \u20b924.8 billion higher than Idea\u2019s standalone net debt at merger completion,\u201d said Kotak Institutional Equities<\/a>.<\/p> Retaining a \u2018buy\u2019 rating on Idea Cellular, the brokerage said lower starting leverage for the merged entity is comforting from a competitive positioning standpoint.<\/p> CLSA has even upgraded the stock, to \u2018buy\u2019 from \u2018sell\u2019 and raised target price to \u20b9130 from \u20b977.<\/p> CLSA said Idea\u2019s merger with Vodafone is now likely to close in first half of 2018. The brokerage said that the merger is crucial for Idea and Vodafone to address inadequacy in data spectrum versus Bharti Airtel<\/a> and Reliance Jio.<\/p> <\/div><\/div>