Gone, Gaya… FPO appears in bother now!!
I haven’t performed any analysis however I personally really feel Adani shares are overvalued bubble that may burst. The true query is that if he has used debt to do all this. If sure , then we is likely to be in a too huge to fail state of affairs. P/E ratio ought to give perception to this.
AlgoEye:
We maintain quick positions in Adani Group Corporations by means of U.S.-traded bonds and non-Indian-traded derivatives, together with different non-Indian-traded reference securities.” , i don’t understand how this even potential ?
Hmm. US is unquestionably a free nation the place greater than rules or governing our bodies, contracts will be made with funding banks (even by people) that may be made iron clad by legal professionals. And from the wording of it – this does sound like an Adani $ denominated/traded bonds given to market maker (funding financial institution) and Hindenburg shopping for insurance coverage (paying premium) on that bond anticipating 1:20 returns. One thing related utilized by Michael Burry in 2008 known as – credit score default swaps. Disclaimer: Although I’m not certain about this.
Try this video – (Has a lot wanted clues for the potential commerce/instrument used)
Yup, I do not forget that scene. Thanks for stating . we’re definitely now Adani Disaster now. In capitulation part. Our market is holding tight
Our markets are effective, however adani shares are falling. So how is that this an assault on India?.
Adani should reply.
AlgoEye:
we’re definitely now Adani Disaster now
So reliance introduced the nifty up and now Adani goes to push it down huh
Hindenburg response on Adani inventory
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I’m not certain of the allegation – the reality could also be revealed 3 to six months from now. However what i observed is that there was a margin name as a result of sudden fall in costs & adani group needed to prepay a mortgage.
There is likely to be a credit score danger which can influence their credibility to boost additional loans. And the prevailing ones could get repriced.
So for all merchants & analyst its going to be wait & watch
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The over leveraging shouldn’t be a rip-off in itself, what they did was authorized and legit.
However the current act of worth rigging & elevating subscription ranges for FPO can be a query in itself!
All of us have been witness – FPO worth was larger than CMP by an enormous proportion, nonetheless they have been in a position to increase funds !
viswaram:
All of us have been witness – FPO worth was larger than CMP by an enormous proportion, nonetheless they have been in a position to increase funds !
Lot of issues occurs in background, Tax saving, Valuation hype, buyers entry/exist, repute danger administration the place issues appears in opposition to logic. I simply maintain away with the shares in Excessive drama information as its higher to not play the sport which we are able to’t win and perceive!! Market has a number of sport higher play the sport which we perceive and can win!!
Earlier than 2 years, most of his shares buying and selling at decrease costs, no level of fishy at the moment, and if they’re researching from 2 years, why they got here now, if they simply must allege, they need to have instructed extra time earlier than, and even when they alleged, what’s the proof they given?
They’re simply 5 folks organisation, already operating in controversies of their nation, needs to be investigated however adani grp not thought-about fishy earlier than that.
All is aware of that adani shares are already operating overpriced, if not right this moment, they undoubtedly must fall tomorrow…
And there of loads of shares, who grown at such fee, what’s new with it…?
if new buyers keep away, its an issue for current buyers & firm gained’t be impacted.but when adani can’t pledge their shares to get loans, thats an issue.as a result of, all adani’s progress is debt fuelled, so progress projections must be adjusted