How Has The RIL Stock Reacted To The AGM In The Past?
Summary
TLDRThe script from 'India Market Open' anticipates a steady market with a focus on banks and the Reliance AGM on August 29th. Expectations are low for significant shareholder value announcements, but updates on potential listings of Geo platforms, retail ventures, and new energy are expected. The digital business may reveal details on the Disney+Hotstar venture, and the new energy segment could provide a timeline for solar module investments. The chemical and oil-to-gas segments are unlikely to see major news, but the stock's performance post-AGM meetings has historically been mixed, with declines in most cases.
Takeaways
- 📅 The 47th Annual General Meeting (AGM) of Reliance Industries is scheduled for August 29th at 2 p.m.
- 🔍 The market is not expecting significant announcements regarding unlocking shareholder value at the AGM.
- 🌐 The company may provide updates on potential listings of Jio Platforms, Reliance Retail Ventures, and Reliance New Energy.
- 🛒 The retail segment could see future launch formats and possible investment into the Quick Commerce segment.
- 💄 Reliance is exploring the beauty and apparel segment and may announce partnerships with global players like Shein.
- 🎥 More details on the Disney+ Hotstar combined entertainment firm are expected, which has been in the news recently.
- 🌞 The company's new energy business has seen slow progress on its 10 billion investment, with only 2 billion utilized so far.
- ⏳ A clear timeline for the fully integrated solar module ecosystem is anticipated but not yet confirmed.
- 🔋 The company is expected to confirm timelines for the battery gigafactory by 2026 and explore manufacturing in the wind energy segment.
- 🧪 The all-to-chemical segment, a cash earner for the company, is unlikely to see major announcements but may discuss supply chain routes and crude supply deals.
- 📉 Historical data shows that Reliance shares have declined on most AGM days, with the stock falling in seven out of the last 10 annual meetings.
Q & A
What is the expected market trend for the morning after the Reliance AGM announcement?
-The market is expected to be flat to slightly higher, with banks and Reliance being in focus.
When is the 47th Annual General Meeting (AGM) of Reliance Industries scheduled to take place?
-The 47th AGM of Reliance Industries is scheduled for August 29th at 2 p.m.
Why might the street not be expecting much from the Reliance AGM in terms of excitement?
-The street might not be expecting much because some key listings that the company has planned over the years might get postponed.
What is the potential update on the listings of Geo platforms, Reliance Retail Ventures, and Reliance New Energy?
-The company may provide information on potential listings of these platforms but is not expected to make any major announcements regarding unlocking of shareholder value.
What new retail segment initiatives might be announced during the AGM?
-The street is likely to see future launch formats and possible investment into the Quick Commerce segment, along with potential forays into the beauty and apparel segments.
What is the expected update on the Disney+Hotstar combined entertainment firm?
-More detailed information on the Disney+Hotstar combined entertainment firm, which has made headlines, is expected to be provided.
How has the investment roll-out of the 10 billion in the new energy business progressed?
-The investment roll-out has been progressing slowly, with only 2 billion out of the 10 billion being used so far.
What is the impact of the decrease in solar module prices on the sector?
-The decrease in solar module prices, which are more than 50% down at 2022 values, is a headwind for the sector.
What are the expected timelines for the battery gigafactory and the manufacturing of wind blades?
-The company is expected to confirm the timelines for the battery gigafactory by 2026 and also expected to foray into the manufacturing of wind blades in the wind energy segment.
What is the current status of the all-to-chemical segment, which is the cash earner business for Reliance Industries?
-The all-to-chemical segment is unlikely to see any major announcements, but there might be more talks about supply chain routes, crude supply deals, and more.
How has the stock performance of Reliance Industries been during the last 10 annual general meetings?
-The data shows that Reliance shares have declined on most ASM days, falling in seven out of the last 10 annual general meetings, with the script declining as much as 6.2% in 2023.
Outlines
📈 Market Expectations and Reliance AGM Overview
The script discusses the anticipation of a flat to slightly higher opening for the Indian market, with a focus on banks and a possible recovery for OMCs following a sell-off. The spotlight is on Reliance's upcoming 47th Annual General Meeting (AGM) scheduled for August 29th. The market is not overly excited, possibly due to the lack of major announcements expected in terms of unlocking shareholder value. However, there is interest in potential updates on the company's planned listings for Geo platforms, Reliance Retail Ventures, and Reliance New Energy. While no significant announcements regarding capital security are anticipated, the AGM may provide insights into future retail formats and potential investments in the Quick Commerce segment, as well as partnerships with global players in the beauty and apparel sectors. Additionally, the script hints at further details on the Disney+Hotstar combined entertainment firm and updates on the new energy business, including investments and the roll-out of a fully integrated solar module ecosystem.
Mindmap
Keywords
💡India Market
💡Annual General Meeting (AGM)
💡Shareholder Value
💡Geo Platforms
💡Reliance Retail Ventures
💡Digital Business
💡New Energy Business
💡Battery Gigafactory
💡Wind Energy Segment
💡All-to-Chemical Segment
💡Stock Performance
Highlights
India's market is expected to open flat to slightly higher.
Banks and OMCs are in focus for potential recovery.
Reliance AGM is anticipated with no significant market excitement.
47th Annual General Meeting of Reliance is scheduled for August 29th at 2 p.m.
No major announcements expected in terms of unlocking shareholder value.
Information on potential listings of Jio platforms, Reliance Retail Ventures, and Reliance New Energy may be shared.
Expectations for future launch formats and possible investment in Quick Commerce.
Reliance's venture into beauty and apparel segments with potential global partnerships.
Details on Disney+ Hotstar combined entertainment firm are expected.
Slow progress on the 10 billion investment roll out, with only 2 billion utilized.
A clear timeline for the fully integrated solar module ecosystem is anticipated.
Solar module prices have dropped significantly, posing a challenge for the sector.
Timelines for the battery gigafactory by 2026 and manufacturing of wind blades are expected to be confirmed.
No major announcements expected in the all-to-chemical segment, which is a cash earner for the company.
Updates on the new Krishna Godhavi Basin wells in the oil to gas segment.
Headwinds from the ban on single-use plastic affecting the segment's earnings.
Historical stock performance shows a decline on most AGM days, with the 2019 AGM being an exception due to a key deal announcement.
Transcripts
[Music]
welcome back you're watching India
market open it's expected to be a flat
to slightly higher stop this morning
banks will be in Focus omcs may also of
course see some recovery after yes say
sell off of course the expectation is
that our eyes will be on r as they will
have their board meeting we have with us
uh a quick Mika's link M was standing by
with more details on this Mika what is
the expectation from this much
anticipated AGM actually is it even
anticipated because the markets don't
seem to be getting too excited ahead of
this one yes not much sure because you
know it and I'll get into that later
just for viewers the Reliance AGM 47th
Annual general meeting is set for
tomorrow August 29th at 2 p.m. now the
street is not expecting much here um as
um some of the key listings that the
company has planned over the years might
um you know get postponed as for
unlocking of shareholder value well the
company may give information on the
potential listings of Geo platforms
Reliance retail Ventures and Reliance
new energy but as for Goa security it
doesn't expect any major announcement in
terms of unlocking of Share value as for
the retail segment well the street is
likely to see future launch formats
theyve also possible investment into
Quick Commerce segment Reliance has also
been foring into the beauty and apparel
segment and could announce any
Partnerships with global players like
Sheen in terms of the digital business
well details on the Disney wcom combined
entertainment firm which has made
headlines any more um you know detailed
um information is um expected as for the
new new energy business well in terms of
Investments the roll out of the 10
billion Investments has been progressing
slowly only 2 billion out of that has
been used a clear timeline for the fully
integrated solar module ecosystem that
the company plans is expected however
it's key to know that solar module
prices are more less than 50% down at
2022 values which is a headwind for the
sector to confir they also expected to
confirm the timelines for the battery
gigafactory by uh 2026 and also expected
to for a into the manufacturing on wind
blades in the wind energy segment as for
the all to chemical segment which is the
cash earner business for the company
unlikely to see any major announcements
we could get more talks about the supply
chain routs the crude um Supply deals
and more of that as well to the oil to
gas segment well the company will give
updates in terms of the new um uh
Krishna godhavi Basin Wells and the
street has already discounted f26
earnings as the whole segment has one
headwind which is the ban of single um
single used plastic and when you talk
about the performance stock performance
in the company well we did analyze data
and data shows that the relian shares
have declined on most ASM days the stock
has fallen in the in seven out of the
last 10 annual General meetings the
script declined as much as 6.2% in 2023
2020 M say and in 2023 um the shares
lost around 1.5% intraday the only
outlier was the 2019 AGM where the
markets were closed on the date shares
rot 12% after the 2019 ASM but this is
mainly IND on a key deal announcement
with um Saudi Arabia o maor ramco all
right Mika thank you so much for getting
us that update as to what we can expect
from Reliance uh Industries AGM
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