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Today @jashkriplani writes about the train-wreck that is the Nifty Next 50 after the #HindenbergResearch report on #Adani. The Nifty Next 50 collapsed last month. Even 5 year returns are just 5.4% CAGR. As much as 14% of the Nifty Next 50 is in the Adani Group 
Nifty Next 50 is 'waiting room' index. It consists of the 50 largest companies just below the top 50. Logically, investing in it should be more rewarding than investing in the main Nifty index. But that's not how returns have played out.
What failed? If the #hindenberg allegations are true, free float in Adani stocks is an illusion. Then they should not have made it to the Next 50 in the first place. Indexing did not fail, the Indexer did. MSCI recently revised its own free float weighting. What is NSE doing?
He is having severe throat infection...pardon him!
These buddies are busy with Lok(Joke)Pal
This Great Auditor is busy with auditing #HindenbergResearch
Can 𝐀𝐝𝐚𝐧𝐢 𝐆𝐫𝐨𝐮𝐩 collapse trigger a 𝐑𝐞𝐜𝐞𝐬𝐬𝐢𝐨𝐧❓
Examining the Impact of India's Gigantic Conglomerate.
🧵👇
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.
🔶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.
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.
If you are well versed with the recent saga of #Adani and #HindenbergResearch
Here are our 2 cents :
Here are our 2 cents :
There are always darling stocks in bull run, once the bull run is over all those stories become extinct.
A stock may have bad fundamentals and still go mad, a stock might have the finest fundamentals and still be in a range for years.
#AdaniGroup cannot file a case against @HindenburgRes for two reasons
1) Report was published in US. A case filed in India, it will be Transferred to the US under law.
Adani can’t risk providing Documentation for 270+ Entities plus Related Party Overseas Entities & 7 FPIs
1) Report was published in US. A case filed in India, it will be Transferred to the US under law.
Adani can’t risk providing Documentation for 270+ Entities plus Related Party Overseas Entities & 7 FPIs
Which might be made party to the case
2) There is nothing Wrong with what the Hindenburg Report disclosed. It’s contains Public Information as well as Investigative Journalism obtained at their one cost
PRECISELY why #AdaniGroup is YET to file case against #HindenbergResearch
2) There is nothing Wrong with what the Hindenburg Report disclosed. It’s contains Public Information as well as Investigative Journalism obtained at their one cost
PRECISELY why #AdaniGroup is YET to file case against #HindenbergResearch
One of the MOST important accusations of made in the #HindenburgReport is that Adani Listed Cos, Adani Family & People acting in concert are round tripping money from Adani back into Adani via FPIs. In the #AdaniGroup410page Response, they have NOT ADDRESSED THIS
🚨"Quant Mutual Fund sees opportunity where others don't, investing largest percentage of its AUM in Adani companies."
🧵for more details
1) Quant MF has allocated 7.1% of its AUM, towards Adani group's companies compared to any other MF house.
#AdaniGroup #HindenbergResearch
🧵for more details
1) Quant MF has allocated 7.1% of its AUM, towards Adani group's companies compared to any other MF house.
#AdaniGroup #HindenbergResearch
2) SBI Mutual Fund has the second highest percentage of exposure to Adani group companies at 0.9% of its AUM. But, it has the largest absolute exposure of ₹6,142 crore among all mutual funds.
3) Here is a breakdown of the exposure of different Quant funds to Adani group's companies.
#AdaniGroup #adaniports #ADANIENT #ambuja
The real story
Every one in the media is taking about #Adani and it’s valuation, damage done by #HindenbergResearch Having headed Institutional broking business and being on board of think tanks puts several different questions
The real story
Every one in the media is taking about #Adani and it’s valuation, damage done by #HindenbergResearch Having headed Institutional broking business and being on board of think tanks puts several different questions
Now this is what we have seen, complete damage now let me try to break it up in simple language as I perceive, the RL perspective
Let me start with a quote
"The shooter is someone different from the arrow." - RL
#HindenbergResearch #Hindenburg is an arrow no point in talking
Let me start with a quote
"The shooter is someone different from the arrow." - RL
#HindenbergResearch #Hindenburg is an arrow no point in talking
About the arrow, except for the fact
According to the report of the Financial Times, Hindenburg Research was founded by Nathan Anderson. He is from Jerusalem. He has studied International Business Management from the Connecticut University of America so let’s start with Israel
According to the report of the Financial Times, Hindenburg Research was founded by Nathan Anderson. He is from Jerusalem. He has studied International Business Management from the Connecticut University of America so let’s start with Israel
