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Added to YB: 2024-06-18

Pitch date: 2024-06-14

SIFY [bullish]

Sify Technologies Limited

+359.35%

current return

Author Info

Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.

Company Info

Sify Technologies Limited offers information and communication technology solutions and services in India and internationally.

Market Cap

$68.4B

Pitch Price

$2.46

Price Target

0.63 (-94%)

Dividend

N/A

EV/EBITDA

13.80

P/E

-45.60

EV/Sales

2.52

Sector

Diversified Telecommunication Services

Category

special_situation

Show full summary:
45% Discount due to an 'ill-managed' Rights Offering

SIFY: Rights offer at $0.14/sh (45% disc. to pre-offer price) caused 30% drop. Buy rights (SIFYR) at $0.20 by 6/18, exercise by 6/21 for addtl 20% disc. No biz change. Risks: dusty offer, squeeze-out. Trade: Long rights, short stock (18% borrow cost) or buy rights & exercise.

Read full article (4 min)