Yaruqhullah Khan (@yaruqh_k) 's Twitter Profile
Yaruqhullah Khan

@yaruqh_k

Tracking road, railways, aviation and shipping at @moneycontrolcom Former @informistMedia, @ETEnergyWorld.

ID: 874886326478401536

calendar_today14-06-2017 07:08:49

2,2K Tweet

300 Followers

954 Following

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

Meanwhile, the new kids on the block - Max Healthcare, KIMS, Medanta - were playing a different game. ♟️ They kept it simple: "We do hospitals. We do them REALLY well. That's it." 🎯 Investors loved the clarity. 🧠🫡 #MaxHealthcare #Medanta #KIMS #Investors

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

The result? 📋🤔 These focused players were getting premium valuations while Apollo's diverse portfolio was getting the classic "conglomerate discount." 💰 #Portfolio #Conglomerate

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

So Apollo's big move? 🧠 A strategic demerger. 🤯 They're spinning off their pharmacy 💊 + digital health 💻 business into a separate listed company. Shareholders get shares in both entities. 📊 The idea: Let's unpack this complexity 🧩 and let each business shine ✨

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

The numbers are ambitious: The new entity aims to grow from Rs 16,300 crore (FY25) to Rs 25,000 crore (FY27). 📈 That's a 53 percent jump in 2 years. That’s a lot of confidence! 🚀🏋️‍♂️

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

Here's the real test though: EXECUTION. 🛠️ New-age companies are eating into diagnostics and pharmacy. PE-backed hospital chains are breathing down everyone's necks. 🏥💼 Apollo needs to prove that bigger AND focused can beat nimble and specialized. ⚔️ #Diagnostics #Apollo

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

The Apollo story is a study in business evolution: 🔍 It started with a vision, on which an empire was built, which led to complexity, which is now being restructured for clarity so that the company can face future challenges. 🌟🚀 Whether this demerger unlocks value or creates

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

🚨Moneycontrol Pro Panorama July 1 Edition: India’s industrial engine sputters, global spillovers could singe Indian markets warns RBI, is there a crack in India-China's BRIC partnership, a look back at eight years of GST implementation, and more Read More here ⤵️

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MCExclusive 🚨| Govt defers divestment of former Air India subsidiaries amid regulatory hurdles, weak investor sentiment #Investor #AirIndia Yaruqhullah Khan & Meghna Mittal with details ⤵️ moneycontrol.com/news/business/…

Anand Sankar (@kalapian_) 's Twitter Profile Photo

I have been very angry and angsty the last few weeks since the crash of the Air India AI171 at Ahmedabad. I'm sure many of you are also feeling the same. I penned some of my thoughts down as a frequent flier for newslaundry in a comprehensive article. Give it a read here:

I have been very angry and angsty the last few weeks since the crash of the Air India AI171 at Ahmedabad. I'm sure many of you are also feeling the same.

I penned some of my thoughts down as a frequent flier for <a href="/newslaundry/">newslaundry</a> in a comprehensive article. 

Give it a read here:
Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MCExplains |🚨Sebi vs Jane Street #SEBI just dropped like a ton of bricks on #JaneStreet Group, barring them from Indian markets and demanding Rs 4,843 crore in "unlawful gains" be impounded.🏦 Options traders are happy. But is this really about #market manipulation or

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

It wasn't just bad luck. The pattern was too consistent, too coordinated. 🤝 Options sellers across #India were getting hammered by these "unnatural" movements. The #traders believed something was very wrong.🤯

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#NSE initially investigated one Jane Street entity from #Singapore. Clean chit.📰 But traders protested, saying examining just one entity in what looked like a coordinated operation made no sense🤔

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#SEBI finally did a comprehensive investigation. 🚨 The upshot:🚨 All Jane Street entities #banned from Indian #markets ₹4,843 crore to be deposited in escrow accounts Positions must be closed within 3 months The message is clear: Play fair or don't play🔬

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

🚨But wait—there's another view! #TanmayKurtkoti (QC Alpha) drops a contrarian bomb: "They haven't acted unethically, just played a #technology-driven game retail participants aren't prepared for." 💻 Maybe #JaneStreet just exploited structural inefficiencies, not manipulated

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

🚨So here's the million-rupee question: Is this about stopping manipulation or fixing a fragile market structure that sophisticated players can exploit?🤔 📢#SEBI's message is loud and clear—but the real work might be repairing the flaws in #India's options architecture.

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MCOpinion | Quick Take: Relief for options traders as SEBI cracks down on Jane Street #SEBI #JaneStreet #Markets Details here⤵️ moneycontrol.com/news/opinion/q…

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MarketsWithMC | Nuvama Wealth shares crash 6% following SEBI crackdown on Jane Street; Capital Market index down 2% #Nuvama #SEBI #JaneStreet #Markets #Shares Details here⤵️ moneycontrol.com/news/business/…

Moneycontrol (@moneycontrolcom) 's Twitter Profile Photo

#MarketsWithMC | How Jane Street allegedly manipulated index closing on expiry days #JaneStreet #Markets #Business #SEBI Details by Brajesh Kumar Mishra ⤵️ moneycontrol.com/news/business/…