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.
#adanigreenenergy #adamitransmission #adanitotal are all leaders in their respective domains. Wait for the Etf selling to unwind before looking to enter.

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More from @winningtrades1

Feb 7
Hillary Clinton is in India to distribute money in Gujarat

As I pointed out yesterday, the cabal is getting desperate as the Adani fiasco did not meet its entire objective

Over the past 30 days Donald Lu, Victoria Nuland & now Hillary are in India to activate anti Modi forces.
This has been activated from Oct 22 & in 18 months since then we will see 18 Adhayas of the Mahabharat being played out.

If Modi get re-elected the unipolar world is finished

Already the hegemony of the US Dollar, India is challenging by undertaking bilateral trade in INR.
And Russia and Iran are looking to introduce stable coins backed by tangible gold. It is expected that the BRICS will adopt this currency for international trade at their meeting to be held in Aug 23

There were two countries which tried to challenge the supremacy of the Dollar
Read 5 tweets
Feb 7
When was the last time you loved a politician?

In india in the Modi government competitive intensity is extremely high with Modi, yogi hogging the initial limelight. But now Nirmala Sitaraman and S. Jaishankar are creating their own fan following.
The latest to join the list of favourites is Ashwini Vaishnav.

Under him Railways has transformed like no other.

1. From 8 Vande Bharat trains in running we will be going to 2-3 new launches every week with 3 additional factories along with ICF (Chennai) - Latur, Sonipat and
Rai Bareilly coming into flow.

This 2-3 train rollout will be the highest in the world. Soon Vande Bharat trains will also be exported.

The ramped up production will be on the basis of a new model, once it’s stabilises.
Read 8 tweets
Feb 5
Why India will dominate world politcs and become an economic superpower over the next two decades.

1. US cumulative debt of US 31.5 tr has crossed the US estimated savings.

2. The US debt ceiling is also now breached.

3. Interest payments are also out of control.
This is now leading to nations looking away from US Treasuries as an investment grade product. And slowly redemptions are happening.

Clearly the Fiat currency US dollar is on a decline.
With increased spending on infrastructure (1.7 trillion pa for the next 10 years) and emphasis on domestic manufacture the inflation rate is expected to remain elevated.

If we take the case of China
a. it’s (fake) reported GDP of US 18 tr can be considered to be in the range of
Read 11 tweets
Feb 5
#Adani versus #Hindenberg is really Adani against China.
Listen to this video lnkd.in/dgzFWQyA

Today via Adani Ports India has created a web of ports -diamond necklace strategy against the string of pearls which China was using to contain India. Image
The recent Suez Canal win provides India with complete control over all shipping routes spanning from the Mediterranean to the Malaca Strait near Malaysia.

Today Adani Ports is competing with several Chinese cos in tenders and bids.
This is where the China angle comes in as being a possible sponsor of the Hindenberg hit job.

I have no doubts in my mind about the same.

In fact, Adani Ports is now a national asset.
Read 4 tweets
Feb 4
Adani Enterprises - Debt breakdown.
Total debt                   = 33500 cr
Airport 7 yrs                = 12000 Ring fenced
Roads 5-7 years          = 2700 Ring fenced
Mining 8-10 years      = 1450 Ring fenced
Total loan ring-fenced = 16150 cr
Ring-fenced means banks and institutions have first charge on these assets. And Adani can only cater to the surplus.

Balance Loan              = 17350 cr
Working Capital.         = 7250 cr

WCis short term and secured by hypothecating current assets and margin between 10-25%
Balance loan               = 10100 cr
Australia Coal mine.   = 6700 cr

This is a refinance facility catering to a coal block with a life of 100 years, decaying at 15 MMT pa

Balance Loan.             = 3400 cr
Hydrogen (ANIL)       = 2500 cr
Corporate loan           = 900 cr
Read 8 tweets

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