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 🧵

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 insights👇
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.🤯 Image
Read 11 tweets
#AdaniGroup #GQGPartners $2Bn Block Deal is FAILSthe SMELL TEST in my opinion….. here is why

1) Avg PE Multiple of all the PUBLIC Portfolios of #GQGPartners is 7 to 8X …. Adani Stocks bought are at 25x, 144x, 89x & 77x.
2) NO MONEY goes to the Co. ONLY PROMOTER margin call
Let’s 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/bloom…
Average Price Earnings (PE) of EM Portfolio is just 7X … 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/litigatio…
The Supreme Court had earlier rejected sealed cover suggestions by Central government.

#SupremeCourt #HindenburgReport

barandbench.com/news/litigatio…
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 …. 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
२४ जानेवारीला हिंडेनबर्गने #AdaniGroup च्या विरोधात एक रिसर्च रिपोर्ट पब्लिश केला आणि या ग्रुपमधील स्टॉक्सच्या प्राईज धडाधड कोसळल्या. हा रिपोर्ट पब्लिश होऊन आता एक महिना उलटून गेला आहे. या एका महिन्यात घडलेल्या घडामोडींचा थोडक्यात गोषवारा. #Thread #HindenburgReport #म #मराठी
1/n
२४ जानेवारीला या अमेरिकन कंपनीने आपला रिसर्च रिपोर्ट पब्लिश करत अदानी ग्रुप दहा वर्षांपासून 'स्टॉक मॅनिप्युलेशन आणि अकाऊंटिंग फ्रॉड' करत असल्याचा दावा केला. #LIC ची #AdaniGroup मध्ये ३०,००० कोटी रुपयांची गुंतवणूक असल्यामुळे तेही यात ओढले गेले. #Thread #HindenburgReport
2/n
२६ जानेवारीपर्यंत अदानी ग्रुपमधील कंपन्यांचे शेअर्स मोठ्या प्रमाणात विकले गेले आणि ब्लूमबर्गनुसार त्यांनी १०० बिलियन डॉलरहून अधिक मार्केट व्हॅल्यू गमावली. त्यानंतरदेखील अदानी ग्रुपची संपत्ती घटतच राहिली आणि त्यांचा FPO फक्त १ टक्के सबस्क्राईब झाला. #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/ho…
#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. Here’s another thread of bad news that’s hit Adani’s 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/b5ad18…
"Shares of #Adani Group’s 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/…
Read 18 tweets
🚨"Adani Group Pledges More Shares: Unraveling the Reason Behind the Move"

[THREAD🧵]

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 thread🧵

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

Let’s 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
📢Adani 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
🚨 2 Benefits of Paying Back 9,100+ Cr Worth Loan by Adani group

[THREAD🧵]

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
📢 Adani group prepays bank loan against shares worth ₹9,174 Cr. ($1.1 Bn) in:

👉 Adani Green Energy
👉 Adani Ports
👉 Adani Transmission

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

What are your thoughts?👇
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 India’s #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
आज़ादी के बाद #कांग्रेस शासित भारत में बहुत से उद्योगपतियों का उदय हुआ..!

बहुतों ने अपने अथक परिश्रम और सरकारी सहायता से विश्व में अपना परचम लहराया.!

ऐसे ही एक सेल्फ़ मेड़ उद्योगपति का नाम है #गौतम_अडानी

#HidenburgExposed ImageImageImage
आज सीधे सीधे 27+K और परोक्ष रूप से 3.5+ L लोगों के घर में दाल रोटी की व्यवस्था करवाने वाले इस ‘अड़ानी समूह’ के विरुद्ध “लाल, पीली, हरी, नीली” किताब पढ़ने वाले ‘कल के लौंडे’ ऐसे बोल कर रहे हैं, जैसे उनके ही ‘बाप-दादाओं’ ने अपनी ‘पुश्तैनी हवेली’ बेच कर खड़ा किया है उसे.😂😂
#Adani Image
वो भी किसकी बातों में आ कर..? उस एक विदेशी कठपुतली, जिसका जीविकोपार्जन का साधन ही अवैध(अमेरिका में नही) है.!

अरे नमुरादों, तुम #हिडेनबर्ग को अपना अवैध बाप बना रहे हो, शौक़ से बनाओ👍🏻
पर उसे तो बख़्श दो, जिसके बदौलत तुम्हारे या तुम जैसे अनेकों परिवारों का भरण-पोषण हो रहा है.!😏 ImageImageImageImage
Read 7 tweets
आपको क्या लगता है कि बीबीसी डॉक्यूमेंट्री, विदेशों में हिंदुओं पर हमले, रामचरितमानस पर टिप्पणी और अब ये अदाणी पर रिपोर्ट आना अचानक हो रहा है?

नहीं... ये सुनियोजित है. हर तरफ से भारत के खिलाफ साजिश रची जा रही है. इसमें विदेशी पैसा लगा हुआ है. #AdaniEnterprises #GautamAdani
खालिस्तानी आतंकियों को फंड दिया गया ताकि दुनियाभर के अलग-अलग देशों में ये हिंदुओं पर हमला कर सकें. हिंदू मंदिरों पर निशाना साध सकें. ताकि खालिस्तानियों का मुद्दा चर्चा में आ सके.
भारत में श्रीरामचरितमानस का जिक्र करके हिंदुओं को जातिगत आधार पर बांटा जा रहा है. ताकि हिंदू आपस में लड़ते रहें और देश में गृह युद्ध जैसी स्थिति बन सके. इसके लिए राजनीतिक दलों का सहारा लिया गया.
Read 6 tweets
Allegations Of Fraud Have Now Wiped over $100bn From The #AdaniGroup, potentially making this the world’s 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 — according to the report — in a highly precarious position.
Hindenburg’s 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
क्रोनोलॉजी समझिए…. अदाणी को नुक़सान हुआ तो किसे फ़ायदा होगा?

सिलसिलेवार तरीक़े से अदाणी ग्रुप पर हमले हुए. इस साज़िश में शामिल लोग एकजुट हैं. ट्विटर से लेकर मीडिया हाउसेज़ तक इनकी अच्छी पकड़ है. इसी का ये फ़ायदा उठाते हैं.
#GautamAdani #AdaniEnterprises #Adani
अदाणी ग्रुप में लाखों को रोज़गार मिला है. देश की अर्थव्यवस्था भी मज़बूत है. इसलिए अदाणी के ख़िलाफ़ साज़िश करने वाले पहले अदाणी को गिराने की कोशिश करेंगे. जब अदाणी को नुक़सान पहुँचा देंगे तो कहेंगे देखो भारत की अर्थव्यवस्था कहाँ पहुँच रही है. और बेरोज़गारी का आँकड़ा दिखायेंगे.
अंतरराष्ट्रीय स्तर पर एक समूह है. जो किसी न किसी तरह से देश को परेशानी में डाले रखना चाहता है. ताकि भारत तरक़्क़ी न कार सके. इसमें भारत के कुछ तथाकथित बुद्धिजीवी, पत्रकार, राजनेता विदेशियों की कठपुतली बने हुए हैं. सरकार कोई भी हो और किसी की भी हो इनका एजेंडा एक ही है.
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 𝐀𝐝𝐚𝐧𝐢 𝐆𝐫𝐨𝐮𝐩 collapse trigger a 𝐑𝐞𝐜𝐞𝐬𝐬𝐢𝐨𝐧❓

Examining the Impact of India's Gigantic Conglomerate.

🧵👇
What is #FPO ?

🔶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:

🔶To reduce the debt that already exists in a company.

🔶To raise additional capital for a company.
Read 18 tweets
🚨 What could be the possible reasons for the recall of Adani Enterprise's FPO? 🧵

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?
🔶Mukesh Ambani [RIL]
🔶Sunil Bharti Mittal [Airtel]
🔶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 Adani’s Response - before CFO Media Interview!

“In terms of substance, Adani’s ‘413 page’ response only included about 30 pages focused on issues related to our report.”

#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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