CA Kanan Bahl Profile picture
Feb 7 4 tweets 3 min read
📢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

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More from @BahlKanan

Feb 9
RBI has increased the repo rate again

Home Loan EMI's have increased by 20%+

5 ways how you can KICK OUT Home Loan within 8 Years (instead of 20): 🧵👇
1. Inflate EMIs with Salary

Your salary increases every year, right? Then why shouldn't your EMIs?

Say, if your salary increases by 10% p.a., and you do the same with your EMI

The tenure reduces to <10 Years (FROM 20 Years)

Step-up EMIs are as powerful as step-up SIPs
2. Dedicating your bonus to Loan repayments

Say, if your EMI is 1/2 of your salary

and you get 10% bonus every year on your yearly salary

and you dedicate all of that towards your loan

The tenure reduces to 12 Years (FROM 20 Years)
Read 10 tweets
Feb 7
"Please suggest me a stock trading at below ₹10"

Vodafone Idea's retail investors grew from ~5L in 2018 to ~29L now🔼

People look at stocks trading below ₹10 / ₹50

As Vodafone Idea (VI) rose ~20% yesterday📈

A thread on why this analogy is not correct🧵👇
[1] Price of share is a factor of valuation & shares

Say, a Dominos Medium Pizza costs ₹600 & has 6 slices

Among 6 friends we'll pay ₹100 each [₹600/6]

What if I ask you for ₹200 for a slice? You won't buy it right?

How about ₹50 for a slice? You'll buy

Keep reading👇 Image
What if I offer you a packet of Lays whose MRP is ₹10 at ₹15?

You won't buy it right?

But you think otherwise while buying shares

You think that something priced at ₹15 is cheaper vis-a-vis what is priced at ₹100
Read 12 tweets
Feb 6
📢 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
Feb 1
Everyone is confused between the New and Old regime

A thread on case studies🧵👇
Case A
Case B
Read 9 tweets
Jan 31
#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
Jan 29
Adani made a 413-page response to @HindenburgRes 's report

I read it so that you don't have to

Summarising it below. A thread🧵👇
1/ Adani Group is Deeply over leveraged

- Group has executional excellence

- Net Debt to EBITDA has reduced from 7.6x to 3.2x

- EBITDA has grown at 22%, Net Debt has grown at 11% CAGR in last 9 yrs
2/ Highly pledged promoter stake in group cos

- The promoter pledge has reduced drastically in the last few years

See chart 👇
Read 16 tweets

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