Discover and read the best of Twitter Threads about #Adani

Most recents (24)

#GautamAdani gives a tenth of his net worth to charity, #AzimPremji is impressed

businessinsider.in/thelife/person…

By @jainrounak
#GautamAdani, the richest Indian man, has pledged ₹60,000 crore towards charity. That’s a tenth of his total net worth. This pledge was made on #Adani’s 60th birthday, and will be used towards healthcare, education and skill development – all of which are tax-deductible.
The #Adani Foundation will be holding this corpus as a trustee, and is likely to be partly funded by transferring the stake of promoters in the seven listed companies of the #AdaniGroup. According to Bloomberg and Forbes, #GautamAdani’s networth is around $93-95 billion.
Read 7 tweets
#Adani : Textbook case of crony capitalism

Must Read #Thread 🚨

on how #Modi ji helped, changed rules & systems to make #Adani Biggest airport operator 👇🏻

(1/9) Image
Modi changed rules to allow new entrants with no prior experience to run Airports & went against experts, allowed monopoly by giving all 6 airports to #Adani

Isn’t giving to inexperienced company a risk to crores of Indians? Adani was chosed over safety of country

(2/9)
Handing over of 6 airports to #Adani Enterprises for a period of 50 years is in complete violation of AAI Act, 1994 which says no airport can be leased out to any private player for more than 30 years.

(3/9)
@KTRTRS Image
Read 10 tweets
Must Read #Thread 👇🏻

Few strategic destructions done by #ModiGovt to help two of his Corporate friends

#BSNL was not allowed to bid in for 4G so that Modi ji’s #JIO enjoys a free run

(1/8) Image
#AAI bids for the new airports were rejected with no reason so that Modi’s #Adani takes away all new airports

Note: Adani has no prior #aviation experience

(2/8)
#SBI was pushed to give $ 1 Bullion debt to Modi’s #Adani to purchase #CoalMines in Australia.

Takes money from Indians & makes money by selling it back with huge profits! Wah Modi Wah

(3/8)
Read 9 tweets
Adani Wilmar - BUSINESS ANALYSIS

Transformation towards FMCG company from kitchen commodities

Can fortune brand turn the fortune for Adani Wilmar?

Let's deep dive

A thread 🧵
1)
#adaniwilmar #adani #AdaniGroup
2)
Story/theme
- unorganised to organised
- unbranded to branded
- increase in disposable income
- loose to packed products
3) Business segments
i) Edible oil - soya,palm sunflower, groundnut, cotton seed, mustard,rice bran oils and speciality fats

ii)Packaged foods and FMCG - wheat Flour, rice,besan,pulses etc

iii)industry essentials -largest oleochemical player castor oil and it's derivatives
Read 16 tweets
Apparently the premium valuation that Adani is paying for ACC & Ambuja, the company will have to make EBITDA/ton of Rs. 2000 to make double digit ROCE.
This is almost double of the Indian average and hence it kind of makes sense for Adani not to go very aggressive on pricing in order to corner higher market share.
Additionally, there are so many adjacencies here and biggest in my view is access to cheap renewable power, better access to limestone mines and better freight as well. Will be interesting to see if these entities can match Shree cements in terms of profitability.
#adani #Holcim
Read 5 tweets
#Adani #cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other
than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure
One such area was cement I went very deep into it with a help of top executives & high level geologists who was an IIT & senior person with complete knowledge & expertise.
With him I figured that
Clinker is available cheap in Middle East & is in plenty with good logistics
Read 23 tweets
Adani To Acquire Holcim’s Stake In Ambuja Cements And ACC Limited

adani.com/Newsroom/Media…

Finally its official, Adani bought this stake via offshore SPV which belongs to Adani Promoters (not related to Adani Enterprises)

#adani #holcim
#ambuja #acc
Adani ACC Ambuja deal valued at

Ambuja 385 per share vs CMP 358
ACC 2300 per share vs CMP 2100

#adani #acc #ambuja #Holcim Image
At $10.5 bn
largest ever acquisition by Adani, and India’s largest ever M&A transaction in the infrastructure and materials space.
Read 10 tweets
If you are flying out of an international airport, you must read this story on the dos/donts and the rampant capitalisation at the expense of hapless passengers occuring during #COVID19 ✈️ - Let us begin with ground scenario at #Delhi International Airport ~ 4000 tests daily - 🧵
Delhi airport has 200 Abbott ID now machine (each costing Rs 2.5 lakh) which loads one sample at a time - this Rapid PCR test can give results in 13 mins, but swelling crowds can cause delays sometimes upto 3-4 hours. Genestrings Diagnostics has monopoly charging Rs 3500 per test
This means a revenue of Rs 1.5 crore daily for the company by testing incoming/outgoing passengers, but there is also long waiting period at times, and congestion to say the least. @TheKenWeb found touts offering fake negative reports to passengers tested positive for 10x price
Read 12 tweets
Thread On Industrial Progress Of Andhra Pradesh In Last 2.5 Years

#HBDCMYSJagan #HBDYSJagan
#HBDManOfMassesYSJagan Image
కొప్పర్తి సెజ్ - రాయలసీమకు పారిశ్రామిక మణిహారం !

6914 ఎకరాల్లో కొప్పర్తి ఇండస్ట్రియల్ హబ్ ని నిర్మిస్తుండగా.. 3155 ఎకరాల్లో మౌలిక వసతుల నిర్మాణం పనులు శరవేగంగా పూర్తయ్యాయి

ఈ నెల 23న కొప్పర్తి సెజ్ ను ప్రారంభించనున్న సీఎం

#HBDYSJagan #HBDCMYSJagan
#HBDManOfMassesYSJagan ImageImageImageImage
🔸 విశాఖలో రూ. 2500 కోట్ల తో నిర్మిస్తున్న ATG Tyres మానుఫ్యాక్చరింగ్ ప్లాంట్ పనులు శరవేగంగా సాగుతున్నాయి

★ 2014 రాష్ట్ర విభజన తర్వాత ఉత్తరాంధ్రలో నిర్మిస్తున్న అతి పెద్ద ప్రాజెక్ట్ ఇదే

#HBDYSJagan #HBDCMYSJagan

#HBDManOfMassesYSJagan
#HBDManOfMassesYSJagan ImageImageImageImage
Read 96 tweets
Existential thread re how much do you love your kids & if you really, really want them over for Xmas holidays?

All thanks to @DGCAIndia @MoCA_GoI & @JM_Scindia @PMOIndia allowing v few flights, so fares > ₹1.5 lac, any sector, #London to #India
In @ShashiTharoor's cattle class
Thought I'd begin with our national carrier @airindiain after a great experience last time

Chose #AMD @ahmairport, one of our few international airports with A

Fare is £1983 (is it a promotion with the movie 83?)
Hey, it's #Gujarat, all business folks, ex Modi town. My bad!
Then went for the pukka #British @British_Airways

Picked #Hyderabad simply because it isn't #Bangalore, trying smaller airports, maybe better given the Covid restrictions

The fare is a whopping £2231. Ok, back to the drawing board !
Read 13 tweets
What kind of suspicious unethical person or organisation would sponsor you, but only on condition that you NEVER saying ANYTHING that MIGHT damage their reputation - regardless of what they do or may have done in the past?

#Adani #ScienceMuseum
In August 2017, Indian customs alleged the Adani Group was diverting millions in funds from the company's books to Adani family tax havens overseas.

Adani was accused of using a Dubai shell company to divert the funds.

theguardian.com/business/2018/…
The details of $235 million diversion were published by The Guardian.

scribd.com/document/35631…
Read 4 tweets
Coal Shortage real?

15day stock is idle but even week stock is normal, old records shows that.
Just hve a look at PowerPlants of #Chhattisgarh except Bhilai all r within 5 to 60km from Mine where coal can reach in 2hrs
Moreover Lara n Madwa have CaptiveMines not dependent on CIL
LARA NTPC plant has a captive mine #Talaipalli if it is having 6 day stock... whom shall they blame ??

Madwa CHPGCL has Gare3 captive mine with #Adani as MDO ... they too have 6 days stock... whom should they blame ??
Dear @DainikBhaskar
#Navbharat @patrikaraj
U have carried huge coal shortage news.. but have not done basic home work.

April to Sept 2019-20, 2020-21, 2021-22 figures of Coal Production n CoalPower Generation r not there

Without the aforesaid, how come you conclude SHORTAGE?
Read 7 tweets
CJI NV Ramana led 5-judge bench of the Supreme Court to hear the curative petition against its 3-judge verdict of 2019 which upheld Adani Power's termination of the Power Purchase Agreement with Gujarat Urja Vikas Ltd(GUVL) #SupremeCourt
On Sept 17, #SupremeCourt issued notice in GUVL's curative petition against the 2019 verdict favoring #Adani Power

barandbench.com/news/litigatio…
Sr Adv Mukul Rohatgi: Apologies My Lord we didn't see the bench had assembled

Sr Adv Aryama Sundaram states he appears for petitioners

Sr Adv Harish Salve appear for respondents
Read 7 tweets
This is a @Facebook page, this is a troll account, its name itself is very derogatory for all Hindus. Bhakti means the path of loving devotion to a particular god or deity, which, it is believed, leads to salvation or nirvana.facebook.com/BHAKTIYAPA/
Comparing the DEMOCRATICALLY ELECTED GOVERNMENT'S Prime Minister with a DICTATOR. If PM is really a dictator, this page would be non existent.
A common person, who was very poor became the PM, some boot lickers of the QUEEN are not accepting till today that they are not in the government today. Also, fraud #SonuSood is hero for them.
Read 15 tweets
Journey of most typical trader.

Before we move forward, kindly like and retweet if you find our content was interesting.
Begining..
🎯 Swiping TV channels and anchor shouting that investors gained lakhs of crores in a day.
🎯 A friend flaunting that he has earned 5-10K today.
This 5-10K is the monthly salary of many.
🎯Inspiration from Profit screen shot of twitter traders.
After encountering with one among above case, you opened demat account and put 10K as initial capital.
First day of trade, you took very less quantity, say 10 quantity of a share. It came down but you held. at end of the day it went up above the buy price and you booked profit.
Read 22 tweets
Freak trade - A daylight robbery?

Before we move forward, kindly like and retweet if you find our content was interesting.
It was a calm trading day on last trading day of the week and from nowhere price shooted up in some of the contracts disrupting everybody's self esteem!
If we go through past two month's history, this was the fifth/sixth price surge. Past surge were on
🩸On 5th July, Nifty Futures surged 805 points.
🩸On 28th July, Nifty futures made downmove of 530 points.
🩸Bank Nifty 37000 strike price surged 2000 points.🩸Nifty 16450 for August expiry rose by 700 points.
🩸Bank Nifty 37100 PE surged to 1921.
Read 17 tweets
1/ As dawn broke in London today, members of the diaspora and friends of India in the UK dropped a huge banner reading #ResignModi from Westminster Bridge. #indiaIndependenceday #IndependenceDayIndia #IndependenceDay2021
2/ Earlier they held a candlelit vigil at the Indian High Commission to remember all those killed under the Modi regime #ResignModi #IndependenceDay #IndependenceDayIndia2021
3/ They have released a statement explaining the reasons for the action ( thread) #ResignModi #indiaIndependenceday #IndependenceDay2021
Read 8 tweets
#ETReports | #NSDL has frozen the accounts of three foreign funds - Albula Investment Fund, Cresta Fund and APMS Investment Fund — which together own over Rs 43,500 crore worth of shares in four #Adani Group companies.

@AdaniOnline @gautam_adani @NSDLeGovernance
NSDL freezes accounts of 3 FPIs owning Adani Group shares worth Rs 43,500 cr

@AdaniOnline @gautam_adani @NSDLeGovernance
timesnownews.com/business-econo…
#MarketsWithETNOW | Adani Group stocks down in trade. Check it out

@AdaniOnline @gautam_adani @adaniports
Read 3 tweets
#CNBCTV18Market | Citi maintains BUY call on #Adani Ports, target at Rs 935/Sh Image
#CNBCTV18Market | CLSA has a BUY call on Dr Reddy's, target price at Rs 5,830/Sh Image
#CNBCTV18Market | CLSA says the proposed US corporate tax rate hike is unlikely to affect demand Image
Read 6 tweets
#THREAD MEDIA RELEASE: New report by @theACIJ @JusticeMyanmar exposes Adani Ports' commercial ties to #Myanmar military company #MEC, led by Senior General Min Aung Hlaing- accused war criminal & coup leader. We call on investors to #divest #StopAdani acij.org.au/joint-media-re…
Yadanar Maung, @JusticeMyanmar:"We therefore call on Adani Ports' #shareholders and #creditors to uphold their human rights responsibilities by cutting ties with #AdaniPorts for its continued business with the criminal junta. Stand with the people of #Myanmar." #StopAdani #Divest
Ahsan Haque from @BRCA_Australia: "It's time to hold such businesses accountable in the same light. We call on investors to immediately divest from #AdaniPorts."
Read 9 tweets
Friends here is my thread on Adani and his works..

"When Modi took office, he flew from Gujarat to the capital New Delhi in Mr Adani’s private jet — an open display of friendship that symbolised their concurrent rise to power @KTRTRS

ft.com/content/474706…
Records show details of several wire transfers totaling $14.46 million being received by the #Adani firm from this Seychelles entity.
FinCEN Files — In alert on shell firms, NY bank flags transfers to Adani from Seychelles

indianexpress.com/article/expres…
Not only does the Adani group borrow directly from banks, it also uses a part of that money to buy equity in subsidiaries – and then pledges those shares to raise further borrowings

scroll.in/article/923095…
Read 18 tweets
✍️IND's Renewable Energy sector is world's 4th most attractive RE Mkt
✍️Globally, Cost to generate Solar & Wind Energy dropped by 90% & 70% in past 10 yrs
✍️Costs almost at par with NG
✍️RE is estimated to comprise ~60% of IND’s installed power capacity by 2030 (~24% at present)
✍️Global Investments in RE: $282 Bn in 2019
✍️45% cming frm China, who aims to get 62% energy via RE in nxt 3 yrs
✍️By 2040, IND aims to generate ~49% of total Electricity frm RE
✍️FDI inflow in the Indian non-conventional “energy sector” stood at $9.22B in last 10 years
✍️More than $42B has been invested in IND’s “RE” sector since 2014
✍️Estimated to attract investment ~$80B in nxt 4 yrs
✍️The past 9 months have slowed the Solar Energy installations by 80% v/s 2019 due to Covid
✍️2020-Cumulative solar capacity is ~37 GW
✍️2022-Tgt is 100 GW
Read 7 tweets
So a decade ago @Gautam_Adani invested $1bn in a HALE thermal #coal deposit 400km from anywhere in the Galilee.

At the same time Mr Adani invested $40m in a 40MW #solar project.

So fast forward to 2020: which investment is doing better?
So @AdaniAustralia's Carmichael coal remains a stranded HALE coal deposit with zero revenues, nets debts of A$2.1bn and negative A$786m shareholders "equity" (plus a royalty holiday for the rest of this decade, thanks to @AnnastaciaMP & @glencore's @mattjcan).
In contrast, #Adani Green Energy - with a US$15bn market capitalisation - is by value now the largest energy firm in India, by a mile (having overtaken the 65GW @ntpclimited giant last month)! 🇮🇳✅
Mr Adani owns 75% worth US$11bn!
And zero subsidies, emissions or pollution.
Read 4 tweets

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