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CA Kanan Bahl

@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

CA Kanan Bahl

@BahlKanan

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👇

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

CA Kanan Bahl

@BahlKanan

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?👇

@BahlKanan

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

CA Kanan Bahl

@BahlKanan

Feb 1

Everyone is confused between the New and Old regime

A thread on case studies🧵👇

Case A

Case B

Read 9 tweets

CA Kanan Bahl

@BahlKanan

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

CA Kanan Bahl

@BahlKanan

Jan 29

@HindenburgRes

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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