Discover and read the best of Twitter Threads about #adanienterprises

Most recents (24)

#Hindenburg strikes again!

This time against the legendary Carl Icahn.

We know reading 7000 words can be too much for you.

So we have read every word of it and summarized it for you.

No ChatGPT involved :)

A ЁЯз╡

Let's go! Image
Carl operates his money through a publicly-listed holding company. He holds an 85% stake.

This #hindenburgresearch report is a masterclass on how to assess a Holdco.

We are not in it for knowing whether its short attempt will be another success or not.

Top 7 insightsЁЯСЗ
1. Always check the actual value of the reported investment

Hindenburg says Icahn overstated the value of his holdings by 22% Vs its current NAV.

CMP implies a 218% premium to NAV.ЁЯдп Image
Read 11 tweets
#AdaniGroup #GQGPartners $2Bn Block Deal is FAILSthe SMELL TEST in my opinionтАж.. here is why

1) Avg PE Multiple of all the PUBLIC Portfolios of #GQGPartners is 7 to 8X тАж. Adani Stocks bought are at 25x, 144x, 89x & 77x.
2) NO MONEY goes to the Co. ONLY PROMOTER margin call
LetтАЩs look at #GQGPartners in more detail. Here is an interesting Interview & Bloomberg

On the 3rd Minute he discusses Adani. Does not matter in my view & I will explain in new few tweets gqgpartners.com/insights/bloomтАж
Average Price Earnings (PE) of EM Portfolio is just 7X тАж all Adani Stocks are 26X to 144X Image
Read 21 tweets
Hindenburg report on Adani: Supreme Court to pronounce judgment at 10.30 AM today.

Track this thread for live updates.

#SupremeCourt #SupremeCourtOfIndia #HindenburgReport #AdaniEnterprises
Read more about the petitions before Supreme Court on Adani-Hindenburg issue here.

#SupremeCourt #HindenburgReport #AdaniEnterprises

barandbench.com/news/litigatioтАж
The Supreme Court had earlier rejected sealed cover suggestions by Central government.

#SupremeCourt #HindenburgReport

barandbench.com/news/litigatioтАж
Read 18 tweets
#AdaniEnterprises Gentle REMINDER ...
Chart shows there is Absolutely NO VOLUMES between Rs1000 and Rs500.... So if #AdaniEnterprises breaks below Rs1000... it will be a free Fall.... Just a word of caution. Not a RECO.
At this rate MSCI, NIFTY and FTSE could all remove the stock тАж. That will be a disaster for @LICIndiaForever and @socialepfo

#PUBLIC Money at Risk ?
Who is Selling #AdaniEnterprises day in and Day out? Here is the shareholding.... you can guess who it is... Its quite obvious. REMEBER that ETF, Index funds cannot Sell. Image
Read 4 tweets
реирек рдЬрд╛рдиреЗрд╡рд╛рд░реАрд▓рд╛ рд╣рд┐рдВрдбреЗрдирдмрд░реНрдЧрдиреЗ #AdaniGroup рдЪреНрдпрд╛ рд╡рд┐рд░реЛрдзрд╛рдд рдПрдХ рд░рд┐рд╕рд░реНрдЪ рд░рд┐рдкреЛрд░реНрдЯ рдкрдмреНрд▓рд┐рд╢ рдХреЗрд▓рд╛ рдЖрдгрд┐ рдпрд╛ рдЧреНрд░реБрдкрдордзреАрд▓ рд╕реНрдЯреЙрдХреНрд╕рдЪреНрдпрд╛ рдкреНрд░рд╛рдИрдЬ рдзрдбрд╛рдзрдб рдХреЛрд╕рд│рд▓реНрдпрд╛. рд╣рд╛ рд░рд┐рдкреЛрд░реНрдЯ рдкрдмреНрд▓рд┐рд╢ рд╣реЛрдКрди рдЖрддрд╛ рдПрдХ рдорд╣рд┐рдирд╛ рдЙрд▓рдЯреВрди рдЧреЗрд▓рд╛ рдЖрд╣реЗ. рдпрд╛ рдПрдХрд╛ рдорд╣рд┐рдиреНрдпрд╛рдд рдШрдбрд▓реЗрд▓реНрдпрд╛ рдШрдбрд╛рдореЛрдбреАрдВрдЪрд╛ рдереЛрдбрдХреНрдпрд╛рдд рдЧреЛрд╖рд╡рд╛рд░рд╛. #Thread #HindenburgReport #рдо #рдорд░рд╛рдареА
1/n
реирек рдЬрд╛рдиреЗрд╡рд╛рд░реАрд▓рд╛ рдпрд╛ рдЕрдореЗрд░рд┐рдХрди рдХрдВрдкрдиреАрдиреЗ рдЖрдкрд▓рд╛ рд░рд┐рд╕рд░реНрдЪ рд░рд┐рдкреЛрд░реНрдЯ рдкрдмреНрд▓рд┐рд╢ рдХрд░рдд рдЕрджрд╛рдиреА рдЧреНрд░реБрдк рджрд╣рд╛ рд╡рд░реНрд╖рд╛рдВрдкрд╛рд╕реВрди 'рд╕реНрдЯреЙрдХ рдореЕрдирд┐рдкреНрдпреБрд▓реЗрд╢рди рдЖрдгрд┐ рдЕрдХрд╛рдКрдВрдЯрд┐рдВрдЧ рдлреНрд░реЙрдб' рдХрд░рдд рдЕрд╕рд▓реНрдпрд╛рдЪрд╛ рджрд╛рд╡рд╛ рдХреЗрд▓рд╛. #LIC рдЪреА #AdaniGroup рдордзреНрдпреЗ рейреж,режрежреж рдХреЛрдЯреА рд░реБрдкрдпрд╛рдВрдЪреА рдЧреБрдВрддрд╡рдгреВрдХ рдЕрд╕рд▓реНрдпрд╛рдореБрд│реЗ рддреЗрд╣реА рдпрд╛рдд рдУрдврд▓реЗ рдЧреЗрд▓реЗ. #Thread #HindenburgReport
2/n
реирем рдЬрд╛рдиреЗрд╡рд╛рд░реАрдкрд░реНрдпрдВрдд рдЕрджрд╛рдиреА рдЧреНрд░реБрдкрдордзреАрд▓ рдХрдВрдкрдиреНрдпрд╛рдВрдЪреЗ рд╢реЗрдЕрд░реНрд╕ рдореЛрдареНрдпрд╛ рдкреНрд░рдорд╛рдгрд╛рдд рд╡рд┐рдХрд▓реЗ рдЧреЗрд▓реЗ рдЖрдгрд┐ рдмреНрд▓реВрдордмрд░реНрдЧрдиреБрд╕рд╛рд░ рддреНрдпрд╛рдВрдиреА резрежреж рдмрд┐рд▓рд┐рдпрди рдбреЙрд▓рд░рд╣реВрди рдЕрдзрд┐рдХ рдорд╛рд░реНрдХреЗрдЯ рд╡реНрд╣реЕрд▓реНрдпреВ рдЧрдорд╛рд╡рд▓реА. рддреНрдпрд╛рдирдВрддрд░рджреЗрдЦреАрд▓ рдЕрджрд╛рдиреА рдЧреНрд░реБрдкрдЪреА рд╕рдВрдкрддреНрддреА рдШрдЯрддрдЪ рд░рд╛рд╣рд┐рд▓реА рдЖрдгрд┐ рддреНрдпрд╛рдВрдЪрд╛ FPO рдлрдХреНрдд рез рдЯрдХреНрдХреЗ рд╕рдмрд╕реНрдХреНрд░рд╛рдИрдм рдЭрд╛рд▓рд╛. #Thread #HindenburgReport
3/n
Read 11 tweets
#HindenburgReport
Supreme Court bench led by #cjichandrachud to hear plea seeking probe into the report on #AdaniEnterprises
#SupremeCourtOfIndia
On Friday, #cjichandrachud had asked SEBI to submit an overall report on the situation.
lawbeat.in/top-stories/hoтАж
#SupremeCourtOfIndia
#HindenburgReport
#AdaniScam2023
SG Mehta: I have taken instruction. Existing agencies are fully equipped. However, responding to your lordships suggestions, we have no objection in constituting a committee. The only thing is, we don't want to send a message that a govt agency needs to be overseen by a committee
Read 6 tweets
Things have gone from absolutely horrendous to utterly diabolical for coal giant #Adani. HereтАЩs another thread of bad news thatтАЩs hit AdaniтАЩs climate-wrecking, forest-annihilating, village-displacing coal empire over the last few days.
#GautamAdani, whose Indian business empire is under pressure over fraud allegations, repaid a $1.1bn share-backed loan last week after facing a margin call of more than $500mn, according to four people with direct knowledge of the matter."

ft.com/content/b5ad18тАж
"Shares of #Adani GroupтАЩs flagship firm are still expensive on some metrics despite plunging more than 50%... according to a New York University finance professor known for his expertise on valuation."

bloomberg.com/news/articles/тАж
Read 18 tweets
ЁЯЪи"Adani Group Pledges More Shares: Unraveling the Reason Behind the Move"

[THREADЁЯз╡]

1) SBICAP Trustee said that 3 Adani companies(Adani Transmission/Adani Green/Adani Ports) have pledged additional shares for lenders of Adani Ent.

#AdaniGroup #AdaniEnterprises #AdaniFiles
2) This could be because of Margin Call from the lenders to Adani Group.

3) What is Margin call?

When company's shares go down below a preset value that can cover bank's loan value, the bank will ask for more money or shares as a guarantee that the loan will be paid back.
4) Given the recent decline in Adani Group's stock prices, it is possible that the lenders may have requested additional margin for security.
Read 8 tweets
How related Mauritius based entities have played significant role in Adani Enterprises FPO?

Sebi is investigating relationships b/w Adani and two Mauritius-based firms

PS : These entities were not previously reported by Hindenburg

A threadЁЯз╡

#AdaniFPO #AdaniEnterprises
As per WSJ, 7 Mauritius companies collectively would have held 19.43% of the offering,

LetтАЩs delve deeper into each of these entities and their connection
Here are 4 entities & their % of subscription to anchor book
1. Great International Tusker Fund (2.47%)
2. Ayushmat Ltd (2.32%)
3. Elm Park Fund (5.67%)
4. Aviator Global Investment Fund (1.25%)
Read 12 tweets
ЁЯУвAdani Bonds worth $1 Bn finds Buyers in international market

This comes after bonds were being hammered in the international market as institutions started rejecting them as collateral

Adani Enterprises Limited (AEL) scrip is ~15% today
Covering all news about the Adani group

Sharing only facts. No biases

Follow me (@BahlKanan) and hit the bell icon to stay updated
#Adani #AdaniGroup #AdaniGreen #AdaniPorts #AdaniTransmission #AdaniEnterprises #AdaniEnterprises

Disclaimer: Not investment advice

Disclosure: No position held
Read 4 tweets
ЁЯЪи 2 Benefits of Paying Back 9,100+ Cr Worth Loan by Adani group

[THREADЁЯз╡]

1) This loan is taken against pledged shares that can trigger margin calls if the share price goes down beyond a point.

#Adani #AdaniGroup #AdaniEnterprises
In case of a margin call, Banks can sell those pledged stocks to recover their money.

This can further intensify selling pressure on Adani stocks in the market.

Hence, releasing those pledged stocks will reduce the risk of margin calls and further selling.
2) Paying back the loan amount will also give a message in the market that Adani group has the cash to pay back its dues so they are not at default risk.

This can create a positive sentiment among investors toward Adani group stocks.
Read 5 tweets
ЁЯУв Adani group prepays bank loan against shares worth тВ╣9,174 Cr. ($1.1 Bn) in:

ЁЯСЙ Adani Green Energy
ЁЯСЙ Adani Ports
ЁЯСЙ Adani Transmission

"This is in continuation of promotersтАЩ assurance to prepay all share backed financing", the Group said

What are your thoughts?ЁЯСЗ
Covering all news about the Adani group

Sharing only facts. No biases

Follow me (@BahlKanan) and hit the bell icon to stay updated
#Adani #AdaniGroup #AdaniGreen #AdaniPorts #AdaniTransmission #AdaniEnterprises #AdaniEnterprises

Disclaimer: Not investment advice

Disclosure: No position held
Read 4 tweets
Sharing my views on all #adanigroup stocks

In this video interview lnkd.in/d5WX38e6

Summary

#adanienterprises volatility has played out. Invest for decent upside
#adaniports deep value stock. Growth is linked to IndiaтАЩs #eximtrade ambitions.
Adani ports controls 33% market share of current merchandise trade of $400 Bn.
If you believe that India can scale exports to $1 trillion then this is the stock to buy.
#adaniwilmar is a better play in food supply chain compared to #ITC and other aspirants. Huge runway of growth as India moves from loose commodity to packaged foods.
Read 4 tweets
#AdaniGroup, a conglomerate based out of Ahmadabad was found by Gautam Adani in 1988 with the name of 'Adani Enterprise' (NSE: #ADANIENT). Today, the group does all the businesses one can think of, be it B2B, or B2C.
The group in 2021 stood with Tatas and Ambanis at US$100 bn.
The Adani group saw its glory post COVID 19, when the wealth was quadrupled (261%) in a span of two years or so. The figure alone was US$72.5 billion in 2022.
Very recently, the group has acquired cement giants 'Ambuja Cement (NSE: AMBUJACEM).
It is to no surprise that in 2 years, the flagship #AdaniEnterprises (NSE: ADANIENT) soared almost 3500%. Rest the others, which too saw a great leap forward.
Indian insurance lifeline LIC (NSE: LICI) has also an investment of almost 8% of its AUM ( Assets Under Management).
Read 17 tweets
An Extremely Important and Exclusive Thread .Share maximum.
After #HindenburgResearchreport on Adani group, disinformation being circulated.Australia based website"Adani Watch" & its minion Ashok Swain spreading out of context news.Let's discuss who are behind that website
(1/13)
adaniwatch(.)org website run by Bob Brown Foundation. This website created just to target Indian Businessman "Adani".
But who exactly is this Bob Brown check in next tweet. Read following thread to know exact details of what this website offers . (2/13)
Robert James 'BOB' Brown is an Australian politician and environmentalist. He is the Founder of Australian Green Party. He was a senator and the parliamentary leader of the Australian Greens. Let's check how much anti-India is that Australian Greens party in particular. (3/13)
Read 13 tweets
рдЖрдЬрд╝рд╛рджреА рдХреЗ рдмрд╛рдж #рдХрд╛рдВрдЧреНрд░реЗрд╕ рд╢рд╛рд╕рд┐рдд рднрд╛рд░рдд рдореЗрдВ рдмрд╣реБрдд рд╕реЗ рдЙрджреНрдпреЛрдЧрдкрддрд┐рдпреЛрдВ рдХрд╛ рдЙрджрдп рд╣реБрдЖ..!

рдмрд╣реБрддреЛрдВ рдиреЗ рдЕрдкрдиреЗ рдЕрдердХ рдкрд░рд┐рд╢реНрд░рдо рдФрд░ рд╕рд░рдХрд╛рд░реА рд╕рд╣рд╛рдпрддрд╛ рд╕реЗ рд╡рд┐рд╢реНрд╡ рдореЗрдВ рдЕрдкрдирд╛ рдкрд░рдЪрдо рд▓рд╣рд░рд╛рдпрд╛.!

рдРрд╕реЗ рд╣реА рдПрдХ рд╕реЗрд▓реНрдлрд╝ рдореЗрдбрд╝ рдЙрджреНрдпреЛрдЧрдкрддрд┐ рдХрд╛ рдирд╛рдо рд╣реИ #рдЧреМрддрдо_рдЕрдбрд╛рдиреА

#HidenburgExposed ImageImageImage
рдЖрдЬ рд╕реАрдзреЗ рд╕реАрдзреЗ 27+K рдФрд░ рдкрд░реЛрдХреНрд╖ рд░реВрдк рд╕реЗ 3.5+ L рд▓реЛрдЧреЛрдВ рдХреЗ рдШрд░ рдореЗрдВ рджрд╛рд▓ рд░реЛрдЯреА рдХреА рд╡реНрдпрд╡рд╕реНрдерд╛ рдХрд░рд╡рд╛рдиреЗ рд╡рд╛рд▓реЗ рдЗрд╕ тАШрдЕрдбрд╝рд╛рдиреА рд╕рдореВрд╣тАЩ рдХреЗ рд╡рд┐рд░реБрджреНрдз тАЬрд▓рд╛рд▓, рдкреАрд▓реА, рд╣рд░реА, рдиреАрд▓реАтАЭ рдХрд┐рддрд╛рдм рдкрдврд╝рдиреЗ рд╡рд╛рд▓реЗ тАШрдХрд▓ рдХреЗ рд▓реМрдВрдбреЗтАЩ рдРрд╕реЗ рдмреЛрд▓ рдХрд░ рд░рд╣реЗ рд╣реИрдВ, рдЬреИрд╕реЗ рдЙрдирдХреЗ рд╣реА тАШрдмрд╛рдк-рджрд╛рджрд╛рдУрдВтАЩ рдиреЗ рдЕрдкрдиреА тАШрдкреБрд╢реНрддреИрдиреА рд╣рд╡реЗрд▓реАтАЩ рдмреЗрдЪ рдХрд░ рдЦрдбрд╝рд╛ рдХрд┐рдпрд╛ рд╣реИ рдЙрд╕реЗ.ЁЯШВЁЯШВ
#Adani Image
рд╡реЛ рднреА рдХрд┐рд╕рдХреА рдмрд╛рддреЛрдВ рдореЗрдВ рдЖ рдХрд░..? рдЙрд╕ рдПрдХ рд╡рд┐рджреЗрд╢реА рдХрдардкреБрддрд▓реА, рдЬрд┐рд╕рдХрд╛ рдЬреАрд╡рд┐рдХреЛрдкрд╛рд░реНрдЬрди рдХрд╛ рд╕рд╛рдзрди рд╣реА рдЕрд╡реИрдз(рдЕрдореЗрд░рд┐рдХрд╛ рдореЗрдВ рдирд╣реА) рд╣реИ.!

рдЕрд░реЗ рдирдореБрд░рд╛рджреЛрдВ, рддреБрдо #рд╣рд┐рдбреЗрдирдмрд░реНрдЧ рдХреЛ рдЕрдкрдирд╛ рдЕрд╡реИрдз рдмрд╛рдк рдмрдирд╛ рд░рд╣реЗ рд╣реЛ, рд╢реМрдХрд╝ рд╕реЗ рдмрдирд╛рдУЁЯСНЁЯП╗
рдкрд░ рдЙрд╕реЗ рддреЛ рдмрдЦрд╝реНрд╢ рджреЛ, рдЬрд┐рд╕рдХреЗ рдмрджреМрд▓рдд рддреБрдореНрд╣рд╛рд░реЗ рдпрд╛ рддреБрдо рдЬреИрд╕реЗ рдЕрдиреЗрдХреЛрдВ рдкрд░рд┐рд╡рд╛рд░реЛрдВ рдХрд╛ рднрд░рдг-рдкреЛрд╖рдг рд╣реЛ рд░рд╣рд╛ рд╣реИ.!ЁЯШП ImageImageImageImage
Read 7 tweets
рдЖрдкрдХреЛ рдХреНрдпрд╛ рд▓рдЧрддрд╛ рд╣реИ рдХрд┐ рдмреАрдмреАрд╕реА рдбреЙрдХреНрдпреВрдореЗрдВрдЯреНрд░реА, рд╡рд┐рджреЗрд╢реЛрдВ рдореЗрдВ рд╣рд┐рдВрджреБрдУрдВ рдкрд░ рд╣рдорд▓реЗ, рд░рд╛рдордЪрд░рд┐рддрдорд╛рдирд╕ рдкрд░ рдЯрд┐рдкреНрдкрдгреА рдФрд░ рдЕрдм рдпреЗ рдЕрджрд╛рдгреА рдкрд░ рд░рд┐рдкреЛрд░реНрдЯ рдЖрдирд╛ рдЕрдЪрд╛рдирдХ рд╣реЛ рд░рд╣рд╛ рд╣реИ?

рдирд╣реАрдВ... рдпреЗ рд╕реБрдирд┐рдпреЛрдЬрд┐рдд рд╣реИ. рд╣рд░ рддрд░рдл рд╕реЗ рднрд╛рд░рдд рдХреЗ рдЦрд┐рд▓рд╛рдл рд╕рд╛рдЬрд┐рд╢ рд░рдЪреА рдЬрд╛ рд░рд╣реА рд╣реИ. рдЗрд╕рдореЗрдВ рд╡рд┐рджреЗрд╢реА рдкреИрд╕рд╛ рд▓рдЧрд╛ рд╣реБрдЖ рд╣реИ. #AdaniEnterprises #GautamAdani
рдЦрд╛рд▓рд┐рд╕реНрддрд╛рдиреА рдЖрддрдВрдХрд┐рдпреЛрдВ рдХреЛ рдлрдВрдб рджрд┐рдпрд╛ рдЧрдпрд╛ рддрд╛рдХрд┐ рджреБрдирд┐рдпрд╛рднрд░ рдХреЗ рдЕрд▓рдЧ-рдЕрд▓рдЧ рджреЗрд╢реЛрдВ рдореЗрдВ рдпреЗ рд╣рд┐рдВрджреБрдУрдВ рдкрд░ рд╣рдорд▓рд╛ рдХрд░ рд╕рдХреЗрдВ. рд╣рд┐рдВрджреВ рдордВрджрд┐рд░реЛрдВ рдкрд░ рдирд┐рд╢рд╛рдирд╛ рд╕рд╛рдз рд╕рдХреЗрдВ. рддрд╛рдХрд┐ рдЦрд╛рд▓рд┐рд╕реНрддрд╛рдирд┐рдпреЛрдВ рдХрд╛ рдореБрджреНрджрд╛ рдЪрд░реНрдЪрд╛ рдореЗрдВ рдЖ рд╕рдХреЗ.
рднрд╛рд░рдд рдореЗрдВ рд╢реНрд░реАрд░рд╛рдордЪрд░рд┐рддрдорд╛рдирд╕ рдХрд╛ рдЬрд┐рдХреНрд░ рдХрд░рдХреЗ рд╣рд┐рдВрджреБрдУрдВ рдХреЛ рдЬрд╛рддрд┐рдЧрдд рдЖрдзрд╛рд░ рдкрд░ рдмрд╛рдВрдЯрд╛ рдЬрд╛ рд░рд╣рд╛ рд╣реИ. рддрд╛рдХрд┐ рд╣рд┐рдВрджреВ рдЖрдкрд╕ рдореЗрдВ рд▓рдбрд╝рддреЗ рд░рд╣реЗрдВ рдФрд░ рджреЗрд╢ рдореЗрдВ рдЧреГрд╣ рдпреБрджреНрдз рдЬреИрд╕реА рд╕реНрдерд┐рддрд┐ рдмрди рд╕рдХреЗ. рдЗрд╕рдХреЗ рд▓рд┐рдП рд░рд╛рдЬрдиреАрддрд┐рдХ рджрд▓реЛрдВ рдХрд╛ рд╕рд╣рд╛рд░рд╛ рд▓рд┐рдпрд╛ рдЧрдпрд╛.
Read 6 tweets
Allegations Of Fraud Have Now Wiped over $100bn From The #AdaniGroup, potentially making this the worldтАЩs largest corporate fraud as alleged and published by short-seller Hindenburg last week.

#AdaniEnterprises
Hindenburg claims the Adani family has used offshore entities to artificially inflate Adani's listed company share prices, enabling them to take on more debt and leaving the group тАФ according to the report тАФ in a highly precarious position.
HindenburgтАЩs targets, which in the past have included convicted fraudulent trucking company Nikola, often see a swift share-price drop & Adani has been no exception. Indeed, the 10 listed Adani firms have now collectively lost more than $100bn in market cap since the allegations,
Read 7 tweets
рдХреНрд░реЛрдиреЛрд▓реЙрдЬреА рд╕рдордЭрд┐рдПтАж. рдЕрджрд╛рдгреА рдХреЛ рдиреБрдХрд╝рд╕рд╛рди рд╣реБрдЖ рддреЛ рдХрд┐рд╕реЗ рдлрд╝рд╛рдпрджрд╛ рд╣реЛрдЧрд╛?

рд╕рд┐рд▓рд╕рд┐рд▓реЗрд╡рд╛рд░ рддрд░реАрдХрд╝реЗ рд╕реЗ рдЕрджрд╛рдгреА рдЧреНрд░реБрдк рдкрд░ рд╣рдорд▓реЗ рд╣реБрдП. рдЗрд╕ рд╕рд╛рдЬрд╝рд┐рд╢ рдореЗрдВ рд╢рд╛рдорд┐рд▓ рд▓реЛрдЧ рдПрдХрдЬреБрдЯ рд╣реИрдВ. рдЯреНрд╡рд┐рдЯрд░ рд╕реЗ рд▓реЗрдХрд░ рдореАрдбрд┐рдпрд╛ рд╣рд╛рдЙрд╕реЗрдЬрд╝ рддрдХ рдЗрдирдХреА рдЕрдЪреНрдЫреА рдкрдХрдбрд╝ рд╣реИ. рдЗрд╕реА рдХрд╛ рдпреЗ рдлрд╝рд╛рдпрджрд╛ рдЙрдард╛рддреЗ рд╣реИрдВ.
#GautamAdani #AdaniEnterprises #Adani
рдЕрджрд╛рдгреА рдЧреНрд░реБрдк рдореЗрдВ рд▓рд╛рдЦреЛрдВ рдХреЛ рд░реЛрдЬрд╝рдЧрд╛рд░ рдорд┐рд▓рд╛ рд╣реИ. рджреЗрд╢ рдХреА рдЕрд░реНрдерд╡реНрдпрд╡рд╕реНрдерд╛ рднреА рдордЬрд╝рдмреВрдд рд╣реИ. рдЗрд╕рд▓рд┐рдП рдЕрджрд╛рдгреА рдХреЗ рдЦрд╝рд┐рд▓рд╛рдлрд╝ рд╕рд╛рдЬрд╝рд┐рд╢ рдХрд░рдиреЗ рд╡рд╛рд▓реЗ рдкрд╣рд▓реЗ рдЕрджрд╛рдгреА рдХреЛ рдЧрд┐рд░рд╛рдиреЗ рдХреА рдХреЛрд╢рд┐рд╢ рдХрд░реЗрдВрдЧреЗ. рдЬрдм рдЕрджрд╛рдгреА рдХреЛ рдиреБрдХрд╝рд╕рд╛рди рдкрд╣реБрдБрдЪрд╛ рджреЗрдВрдЧреЗ рддреЛ рдХрд╣реЗрдВрдЧреЗ рджреЗрдЦреЛ рднрд╛рд░рдд рдХреА рдЕрд░реНрдерд╡реНрдпрд╡рд╕реНрдерд╛ рдХрд╣рд╛рдБ рдкрд╣реБрдБрдЪ рд░рд╣реА рд╣реИ. рдФрд░ рдмреЗрд░реЛрдЬрд╝рдЧрд╛рд░реА рдХрд╛ рдЖрдБрдХрдбрд╝рд╛ рджрд┐рдЦрд╛рдпреЗрдВрдЧреЗ.
рдЕрдВрддрд░рд░рд╛рд╖реНрдЯреНрд░реАрдп рд╕реНрддрд░ рдкрд░ рдПрдХ рд╕рдореВрд╣ рд╣реИ. рдЬреЛ рдХрд┐рд╕реА рди рдХрд┐рд╕реА рддрд░рд╣ рд╕реЗ рджреЗрд╢ рдХреЛ рдкрд░реЗрд╢рд╛рдиреА рдореЗрдВ рдбрд╛рд▓реЗ рд░рдЦрдирд╛ рдЪрд╛рд╣рддрд╛ рд╣реИ. рддрд╛рдХрд┐ рднрд╛рд░рдд рддрд░рдХрд╝реНрдХрд╝реА рди рдХрд╛рд░ рд╕рдХреЗ. рдЗрд╕рдореЗрдВ рднрд╛рд░рдд рдХреЗ рдХреБрдЫ рддрдерд╛рдХрдерд┐рдд рдмреБрджреНрдзрд┐рдЬреАрд╡реА, рдкрддреНрд░рдХрд╛рд░, рд░рд╛рдЬрдиреЗрддрд╛ рд╡рд┐рджреЗрд╢рд┐рдпреЛрдВ рдХреА рдХрдардкреБрддрд▓реА рдмрдиреЗ рд╣реБрдП рд╣реИрдВ. рд╕рд░рдХрд╛рд░ рдХреЛрдИ рднреА рд╣реЛ рдФрд░ рдХрд┐рд╕реА рдХреА рднреА рд╣реЛ рдЗрдирдХрд╛ рдПрдЬреЗрдВрдбрд╛ рдПрдХ рд╣реА рд╣реИ.
Read 4 tweets
"Suicides shake India's broking community" News headlines in 2001.

Dalal Street saw people lose their jobs, leading brokerages lose trading rights & the 'Bombay Bull' broker, Ketan Parekh, facing fraud charges.

"The Same Gang is back"

#HindenburgReport #StockMarket #stocks Image
"The Gujarat earthquake was rattling, but for many, their real earthquake came afterwards", a broker.

Many people who gambled with other people's funds, with their knowledge or without, could finally smell the money - but unfortunately it was the smell of money burning.
But the better prices are too late for the players who lost so much, and thought DEATH was their only option.

Markets recovered later, Regulators vowed to tighten up trading rules & a parliamentary panel to investigate the sell-offs.

"But they were good at it,
N they are now"
Read 23 tweets
Can ЁЭРАЁЭРЭЁЭРЪЁЭРзЁЭРв ЁЭРЖЁЭРлЁЭРиЁЭРоЁЭРй collapse trigger a ЁЭРСЁЭРЮЁЭРЬЁЭРЮЁЭРмЁЭРмЁЭРвЁЭРиЁЭРзтЭУ

Examining the Impact of India's Gigantic Conglomerate.

ЁЯз╡ЁЯСЗ
What is #FPO ?

ЁЯФ╢FPO, "Follow-on Public Offer," is a process in which a company that is already publicly traded issues shares to existing shareholders or new investors.
Why do companies do FPO ?

The reason behind the company's FPO is:

ЁЯФ╢To reduce the debt that already exists in a company.

ЁЯФ╢To raise additional capital for a company.
Read 18 tweets
ЁЯЪи What could be the possible reasons for the recall of Adani Enterprise's FPO? ЁЯз╡

1) The most apparent reason is to enhance the declining reputation of the Adani group by returning money to investors in a responsible manner.

#AdaniFPO #AdaniEnterprises #AdaniGroup
2) Big investors such as Bill Ackman are questioning the legitimacy of the offering and alleging it to be rigged.

Canceling the FPO can halt further questioning of the offer's credibility.

See Bill Ackman's tweet:

3) The big family offices that funded the FPO have begun putting pressure on the Adani group to return the money.
Read 4 tweets
#AdaniFPO bailed out!

Current Mkt Price is lesser than FPO Price by ~10%

Who bailed out?
ЁЯФ╢Mukesh Ambani [RIL]
ЁЯФ╢Sunil Bharti Mittal [Airtel]
ЁЯФ╢Sajjan Jindal [JSW]

Key lesson: Keep your relations with your peers & competitors healthy

They'll help you in the darkest hour!
This shows that through thick and thin, India Inc Stands Together
Adding the relevant hashtags #AdaniEnterprises #IndiastandswithAdani
Read 5 tweets
Hindenburg Reply on AdaniтАЩs Response - before CFO Media Interview!

тАЬIn terms of substance, AdaniтАЩs тАШ413 pageтАЩ response only included about 30 pages focused on issues related to our report.тАЭ

#adani #AdaniGroup #hindenburg #ADANIENT #AdaniEnterprises #Hindenburg
The remainder of the response consisted of 330 pages of court records, along with 53 pages of high-level financials, general information, and details on irrelevant corporate initiatives, such as how it encourages female entrepreneurship and the production of safe vegetables.
Adani Failed To Specifically Answer 62 of Our 88 Questions

Of The Questions It Did Answer, The Group Largely Confirmed Or Attempted to Sidestep Our Findings
Read 9 tweets

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