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Disagreeing with you @akshat on stock pricing going up because of demand. Unless there is exchange of share at high price the stock doesn't move up. Unless there is money added to the market the mcap doesn't increase. And even if approx $10bn dollar is been put by the fraud investors i don't think the stocks should move this crazy↗️. You can correct me if im wrong.
Supreme court of India already stated that all the allegations given are wrong.. But the white sympathisers, Congressis,indian oppositions left liberal chamchas still on colonial hangover.. They dont care about supreme court judgement
Hi Akshat, Can you share list of banks with maximum exposure to Adani Loans? It will help me to book profits in them. Appreciate any help you can provide.
Interesting , the stock market is currently experiencing a decline while bond yields are on the rise. However, there seems to be skepticism amongst investors regarding the Federal Reserve's plan to continue increasing interest rates until inflation is stabilized. As for myself, I find myself at a crossroads, uncertain whether to liquidate my $250,000 stock portfolio. I'm seeking advice on the best strategy to capitalize on this current bear market.
I have been reading about this in different forum, but the way you have consolidated this entire report in a 20minutes video is the best one can do. You not only has a super analytical mind, but also has the great ability to consolidate all these complicated issue to present in a simpler and crispier way. Lot to learn from you...
But he didn’t speak of any background of Hindenberg. Nor he speaks about the 400 page reply given by adani with all proofs. Makes me believe this video is biased!
@@tula__ Hindenberg background is irrelevant, besides, he did scrape the important points. And the 400 page reply came after the posting of this video. Are you sure you're not the one biased?
@@mafelfanai I don’t care about when that came. He’s a youtuber. He’s responsible for what he speaks. It will be NICE if he made a clarification video. Otherwise I will stand with my case.
@@tula__ He has made. Go check on his channel. Don't be the guy who wants to buy Medicine from a Grocery store and alleging that they have a responsibility as a shopkeeper to store medicines because it's "emergency".
Superb analysis. I hope no one retaliates because you spoke of the facts and encouraged people to make their own decisions. All of the red flags must be taken seriously and you have done an immense public service with your thorough analysis and superb explanation. Hats off to you!
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
What makes me more happy is that instead of speculating or gossiping, more and more people are reading report themselves and getting more clarity with your video. I think your videos are making ppl more objective before jumping to conclusions
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
You are Correct boss. @Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
@@shanit9843 PR is good. However it’s not good to say that the entire research “non sense. There may be or may not be hidden agenda. But one thing, that I personally feel is, something is fishy in here.
@Shanit lol he disregards the “small indian company” that audited but has he belief on this small foreign company called “Hindenberg”. Hasn’t even considered the fact that it’s a short selling company that has successfully targeted 30 other companies and made profit out of it. Now who’s biased??
Damn impressive video. I came here after reading the report, you were spot-on on highlighting the key points. very dangerous situation for Indian economy because of one family greed supported by all political parties.
Very true. This is the kind of Massive wealth erosion happens when the ruling party backs up Corporates to commit this fraud in return to fund their elections. Anything run on falsehood and deception is bound to collapse sooner or later.
@@dattatrayadas7846 lol adani group was stabilized by the investment that came from saudiarab.. i'd rather not call it stabilize but pretty stable than past few days ..
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Great and excellent analysis by Akshat it needs guts to do this kind of analysis and u softly gave a slap to government authorities and agencies which have not taken it seriously
The report is available on their website. Its detailed with multiple cross references. The most serious allegations (also made before) is that there are fund flows from investors who are too small but have made 100s of times bigger investments and that too all in Adani shares. Adani had credibly replied they are not liable for their investors authencity... Now it transpires these (all of them) are controlled by his elder brother. Also new allegations that they are deeply related with scamsters like Ketan Mehta and fugitive diamond trader Jatin Shah (by marriage).
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Thanks Akshay. Great work in providing something serious in layman's tongue. Good work with this. If there is an issue it's a bad thing for our economy and with the blood in the streets it would be a good time to build a portfolio
Dear Akshat we need a person like you who speaks unbiased truth. Unfortunately all media was hijacked by Adanis and Ambanis. Hats off to you. Second point I am a very small investor who didn't invest a 1 rupee in Adani stocks. I suggested to many people in the past if they want to make money, invest in Adani and Ambanis stocks as far as BJP govt rules. Personally my ethics doesn't permit me to invest in Adani stocks.
A businessman never cares aboout ideology, he will suck both BJP and congress. We also need to focus on our profits. Personally I earned a lot from Adani Green and ports. But offcourse current scenario is not good, so better to skip adani now.
@@MythicEcho u r right bro. No stock be it adani or Tata is dearly to us. What matters is making money, if m making money and short selling on time. It's win win for me.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@tejeswarpala2841 No use explaining this to such people..even if it is politically motivated does not mean that there is something seriously messed up in such entities.. And the sad thing is that such companies will still get away as the govt has a very strong majority and are in virtual control of the independent institutions..the opposition is very weak..
Investors can never be sure what will happen next, bearish periods ultimately establish a new set of stocks to buy and watch while setting the stage for a robust new uptrend. I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?
The secret to market success is working at it daily for a long time. You don't get discouraged when times are tough, and you don't start thinking that you are a genius when times are good. For a successful long-term strategy I recommend you seek the guidance of a broker or financial advisor.
I agree. Based on personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
Having a coach is key in a volatile market, personally i work with Viviana Marisa Coelho" You can easily look her up, she has years of financial market experience,
The hard work behind this video is greatly appreciated. A simple like just couldn't do. Keep doing the good work. This channel is not just business that's responsible business with full care and love for the world we live in. I wish businesses like Adani can learn a lesson about honestly from here and similar people and businesses.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
After taking glimpse of Hindenberg Report I was kinda looking for an educator to clarify lots of doubts. You made it happen. Thanks for always empowering us with your valuable insights.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Brother the way you explain, it is like my favorited teacher who explains to the students in a class. Really wonderful, thanks for teaching us the economics of India
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Akshat - great video. Excellent explanation and great and unbiased analysis. Viewers can understand what is best for them. Just subbed to your channel.
Yes the numbers that you have put are correct. But please make a video on how the numbers were similar for all the big giants in their young phase. Adani is right now growing and the numbers and ratios will remain like this for some time. But that does not mean the company will default
You are Correct boss. @Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
The way you describe the issue without getting biased and derive from facts and data is amazing!! ✌🏼❤ Don't let yourself down with comments of ppl who blindly support these groups for political reasons.. This video is a lifesaver for many retail investors out there..!! 👍🏼👍🏼
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 instead of desperately looking for paths that may appear to take this to Congress, first look at the facts being presented and evaluate if you see issues with what is being presented. Ask yourself a question - do you disagree with information being provided? If yes, try support your conclusion with facts.
K P cry harder and try to get some relief by pasting the same comments everywhere..Even adani scammed whole india, you will still support them..Shame on you..
ADANI IS THE TYCOON THAT FUNDS MODI'S ANTI-MINORITY GENOCIDAL PROPAGANDA. IN RETURN MODI FUNDS HIS COMPANY BY TAKING THE MONEY OUT OF COMMON PEOPLE'S POCKETS (LIC, SBI). THAT'S WHY YOU SEE NO ED/CBI RAID ON THIS FINANCIAL CRIMINAL. AND YOU WON'T SEE THIS PIECE OF NEWS EVEN GETTING REPORTED BY MAINSTREAM INDIAN MEDIA BECAUSE THE ENTIRE INDIAN MEDIA IS OWNED BY BJP IDEOLOGUES. INDEPENDENT MEDIA IS EITHER THREATENED OR BOUGHT AWAY BY MODI & ANY PIECE OF NEWS THAT MODI DOESN'T LIKE IS CENSORED. WELCOME TO THE CRONY CAPITALIST AUTOCRACY OF INDIA UNDER MODI!!
I started watching your videos recently and I'm just loving them. The amount of research and hard work you put into making these videos is commendable.
Very fact that Akshat had to start with a disclaimer that "don't know when this video will be taken down" is a stark reality check for India. Freedom of expression has been curtailed and people are scared to speak openly I could also sense the inhibition in the presentation to express anything openly, with so many safe words with a fear of legal eagles. I hope retail investors and banks don't get burnt. It is always the innocent people that die and corrupt and powerful thrive.
Its a perfectly true statement. Even in the other Adani video he wasn't this safe, I guess its a price we all have to pay because of the dug like dopamine hit of extremism of some!
Akshat is a smart cookie. By saying this video will be taken down he creates a rush of people wanting to see it. I will bet you any amount at 1:2 that this video will not be taken down. Care to take the bet?
I'm Singapore. I like this channel n the way the commentator explained. Its good exposure n learning for india to learn about INVESTMENT @ CASH MARKET.
I never invested any amount in Adani group shares even though my Share Broker was continuously advising me to invest in Adani Shares. Because I knew that as soon as the present govt changes Adani will collapse. 😢😢
Sir even if congress or aap comes to central power in 2024 mr adani , amabanis tatas etc wouldn't have much diffrence because neither bjp nor any other are so clean that they will bring measures to stop these companies from expanding. Every party need funds, sometime after winning that party will also have good allies with big industrialists. So keep investing mindfully.
Very rare to find people who have the guts to speak on this issue without any bias, especially when it touches the most powerful corporate house with strongest ties to the most powerful politician in INDIA!!!!
It is funny how brokerage firms like Jefferies are clearly stating that there is nothing to worry about the Hindenburg report and yet financial noobs are causing such a stir in the market just to add to Adani’s bashing. Jefferies has clearly said that the Adani Group had shared details of debt and leverage levels.
You must have heard many views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
What is the authenticity of a 5 people office of Hindenburg company. American economic is nearing crisis while Indian economy has so far shown resistance against the world's eco downturn. Can it not be conspiratorial move. The investments from SBI or LIC are invested into projects around the country and the world. If those projects will garner profits then what will be the response people who are estimating the value right now.
Simply superb!! I do not think any top rated institute in India can teach and provide commentary in such a highly complex topic in such a simple, fast, completely unbiased and accrurate manner. Salute to you!!
Just came here to understand finance terminologies and was completely satisfied with the knowledge you shared. Thanks Brother for sharing your thoughts.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Wonderfully explained 👏🏻 You used all layman terms were necessary so even people with non corporate background would understand. Precise and to the point video, no bullshit povs included like many others. Your video contained only pure financial knowledge. Loved it. Thankyou!❤️
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
What you said is 100% right. Having said that there have been a lot of companies both in India and abroad who have shored up their stock price using loop holes in the system and today these companies are one of the largest in India.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
While everyone is focused on BTC, ETH or any top alt coin and playing defensive they are missing on quality projects that are about to be launched on CEX. For example WO22XP will hit mainstream soon, 10x-20x quite possible even during this bear market but only few people know about this.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Thank you for enlightening the retailers with your excellent and detailed explanation. I really loved the narrative. Please keep up the good work, looking for more such reports
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Investing is considered a bedrock in making generational wealth. Most people don't know when, where or what to invest in. Fortunately, great investors of the past and present can provide us with guidance and ideas. Meaningful contributions are always welcomed.
As a person who has just cleared his CFA level 1 exam, if not anything serious this topic has certainly given me something where I can try and apply the preliminary knowledge I have in Finance.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time?? Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 Inc doesnot really have the firepower to do all this at the moment. It could be due the mess the idiotic bjp has put the second largest consumer market in world in. Its affecting all the corporates. Its important to get the nation out of this crisis. For reforms the bjp needs to thrown out of power.
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
in infra related sector like power plant, mining, ports, etc. such short term risk are their but in long term say 10-15yr once the infra is ready and generating funds the financial improve. but to raise debt equity is required for which shell companies, etc. are required for faster growth
What a brilliant and simlified explanation @akshatzayn. Whatever happens in the end, this makes for an excellent case study for finance and accounting. Thank you so much Akshat for your candid approach on the topic!
Good to see you touch upon on the Mutual Fund holdings of Adani stocks, except Quant MF AMC, no other AMC holds Adani stocks. " Kuch to gadbad hai Daya"
Both the anchor investors and Hindenburg group are here to make money. But the stark difference is that former is doing it the right way and Hindenburg is using malicious ways
But Adani IS doing shady things. Every one looks for opportunities to make money, so does hindenburg. They just pointed out the flaws with sufficient proofs. Yes the investors and banks will suffer but we can't say hindenburg's work as 'malicious' because in a long run, there is a big chance that Adani will default.
@@sayanmondal1303 how do you know are you a certified tech analyst. Do you any experience of running a buisness. Teri jeb me kitne hai be 20 30 40lakh ya 40000. Tere name se to lagta hai 25000 bhi nahi honge.
@@manishkarand Any sane human being can figure out that adani is doing shady stuff. The hindenburg report might be for self gain but whatever they have stated makes sense.
"The group further reiterated that on governance four of its large companies are amongst the top 7% of the peer group in Emerging markets or the sector or the world". When such information is up on portals like BQPrime, should we really be paying heed to influencers who are indulging in the heat of the chaos circling around Adani?
I kind of agree. I believe that Hindenburg, in their quest to make money through short-selling, do some carpet-bombing and then scoot. Yes, in the past they might have been right but it is not telling the gospel truth. I believe that high promoter holding is also not a bad idea since if the company does well and stock price goes up, it gains. On the other hand, if the stock price falls, only 10% of total stock in the market held by retail investors will be negatively impacted. I also fail to understand how retail trader/investors who hold only 10% stock (according to this video) are able to move and shake the market so much - both up and now down?
@@sathyanarayanan9997 lol stop confusing logic with nationalism sir. Clearly there is something shady happening in Adani Enterprises, as we can see throughout history when government and big business get together for mutual gain, it always leads to the ruin of the nation in the long run even if short-term gains can be seen, the ordinary people will suffer, the rich will keep living well even if everything comes crashing down. Your argument abt promoter holding majority of shares in a public listed company by manipulation as a good thing is so stupid because that is such a huge red flag because you can easily engage in corruption without being caught and it's not legally right and now because the demand for Adani shares are going down the prices are going down. In the end whatever happens ordinary indians will still be suffering in a corrupt system. Now that you can see the Adani response to allegations is by using usual politician playbook response by trying to bring in nationalism and claim questions against their operations as an attack on India that has convinced me there is a lot of problems with Adani Enterprises.
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Your analysis is superb 👏! I have downloaded this video as none till now had explained in such an honest manner. Hats off to you. You are a genius who explained in such an easy manner in mere 23mins.
This guy has explained it beautifully.....i also watched some others but now they are making a U-turn and white washing this episode into a holy scrip 🙏 Thanks sir 👍🏽
The FGOAT OF INDIA finance GOAT= GREATEST OF ALL TIME Please appreciate akshat for this video.Explained in amazing way would binge watch all the videos again ..
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell : Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning …. 1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news? 2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially. 3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors? So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of …. 👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India. ~~~~~~~~~~ 👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media. 👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price? Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
This week is hell and a bloodbath can happen but why we don't discuss the fact that Amazon also released their WO22XP in it? Always two sides of a coin
Hi thanks for your views. My take home as a non investor who is thinking of getting into the game is actually not related to the whole Adani fiasco. I took with ke learning about different terminology, understanding the concept of how stock set up works and what stock investment can be like if we just buy without knowledge. Thank God and thank you. Will definitely be learning more before taking any steps.
Very good presentation. Major Issue is of compliance. When this story came out I first checked the portfolios of Mutual finds and I found they are smart enough not to put the investor money into the company. If proved, yes there will be pain but I do not see a crash of the entire market. More than FII our market is dominated by our Mutual Funds and they are in safe hands.
I just can't imagine LIC going bankrupt because of government pressure to invest in Adnani stocks.All my retirement benefits have been invested in LIC.
@@dhamodharanmanickam1373 Govt have to bailout if LIC not able to fulfill its Liabilities Means they have to insert capital like what US govt did to AIG in Lehman brothers crisis in 2008
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Disagreeing with you @akshat on stock pricing going up because of demand. Unless there is exchange of share at high price the stock doesn't move up. Unless there is money added to the market the mcap doesn't increase. And even if approx $10bn dollar is been put by the fraud investors i don't think the stocks should move this crazy↗️. You can correct me if im wrong.
Much awaited video 😍
Supreme court of India already stated that all the allegations given are wrong.. But the white sympathisers, Congressis,indian oppositions left liberal chamchas still on colonial hangover.. They dont care about supreme court judgement
Indian coffeezilla 😂
Hi Akshat, Can you share list of banks with maximum exposure to Adani Loans? It will help me to book profits in them. Appreciate any help you can provide.
Interesting , the stock market is currently experiencing a decline while bond yields are on the rise. However, there seems to be skepticism amongst investors regarding the Federal Reserve's plan to continue increasing interest rates until inflation is stabilized. As for myself, I find myself at a crossroads, uncertain whether to liquidate my $250,000 stock portfolio. I'm seeking advice on the best strategy to capitalize on this current bear market.
Investing in stocks can be a wise decision, especially if you have a reliable trading system that can lead you to fruitful days of success.
I have been reading about this in different forum, but the way you have consolidated this entire report in a 20minutes video is the best one can do. You not only has a super analytical mind, but also has the great ability to consolidate all these complicated issue to present in a simpler and crispier way. Lot to learn from you...
@@iridium8341 why not. . explain ??
But he didn’t speak of any background of Hindenberg. Nor he speaks about the 400 page reply given by adani with all proofs. Makes me believe this video is biased!
@@tula__ Hindenberg background is irrelevant, besides, he did scrape the important points. And the 400 page reply came after the posting of this video. Are you sure you're not the one biased?
@@mafelfanai I don’t care about when that came. He’s a youtuber. He’s responsible for what he speaks. It will be NICE if he made a clarification video. Otherwise I will stand with my case.
@@tula__ He has made. Go check on his channel. Don't be the guy who wants to buy Medicine from a Grocery store and alleging that they have a responsibility as a shopkeeper to store medicines because it's "emergency".
This video should be taught in universities and courses for financial studies as case study. Brilliant analysis for layman people. 👏👏
Superb analysis. I hope no one retaliates because you spoke of the facts and encouraged people to make their own decisions. All of the red flags must be taken seriously and you have done an immense public service with your thorough analysis and superb explanation. Hats off to you!
*Very bold, logical & unbiased perspective! Keep going, Akshat!*
@Akshat S. ㊉①④①②③⑨⓪⑦①③⑦ bhn k pakode
Tujhe kya idhar log chutiya dikhte h jo country code k baare me kuch nhi jante
jaise vauld bech ka paise kamay waise hi adani karta hai
Hindu muslim karo
Keep up Hindenburg 😄
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
What makes me more happy is that instead of speculating or gossiping, more and more people are reading report themselves and getting more clarity with your video. I think your videos are making ppl more objective before jumping to conclusions
everyone knows that Hindenburg Research will not just come up with some random allegation as there is a high risk of getting sued and losing the case
Let’s see about the authenticity and genuineness of the report
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 exactly my point
@@kunalnichani1 yes, seems to be so
Bro you do not need to worry about the judgment of biased people. you are doing a splendid job and spreading awareness among small investor like me.
You are Correct boss. @Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
@@shanit9843 PR is good. However it’s not good to say that the entire research “non sense. There may be or may not be hidden agenda. But one thing, that I personally feel is, something is fishy in here.
Adani scammer h
@Shanit lol he disregards the “small indian company” that audited but has he belief on this small foreign company called “Hindenberg”. Hasn’t even considered the fact that it’s a short selling company that has successfully targeted 30 other companies and made profit out of it. Now who’s biased??
Damn impressive video. I came here after reading the report, you were spot-on on highlighting the key points. very dangerous situation for Indian economy because of one family greed supported by all political parties.
Very true. This is the kind of Massive wealth erosion happens when the ruling party backs up Corporates to commit this fraud in return to fund their elections. Anything run on falsehood and deception is bound to collapse sooner or later.
Absolutely!
@@dattatrayadas7846 lol adani group was stabilized by the investment that came from saudiarab.. i'd rather not call it stabilize but pretty stable than past few days ..
@@akshitbeniwal5400 Lol... In 20 hours of you typing this comment Adani lost 20 billion.
@@acekiran1 Bad mouthing ? Adani is defrauding the Indian stock market. Frauds should be xposed.
It's a open secret like many other things in India that wrong things are appreciated, supported be it political or corporate
Right👍😓
But it will be dismissed as propaganda or as western colonial mindset
India is following same path of capitalism ad followed by america and china ,south korea and japan
@@neetutirpathi6199 And guess what ? The countries you mentioned are the ones where people live much better life than 3rd world countries
@@shubhampawar9 it it your perception the average American is very lonely middle class and sad
No UA-camr has analysed Adani Gate like you have done. 👍
Just an amazing commentary, well laid out with facts and without a trace of partisanship! Thanks a lot!🙏🏽
What is the role of partisanship in corruption? You are either pro or against
Thank you for sharing the hindensberg report outlook.Good presentation 🙏
Hindenburg*
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Great and excellent analysis by Akshat it needs guts to do this kind of analysis and u softly gave a slap to government authorities and agencies which have not taken it seriously
The report is available on their website. Its detailed with multiple cross references. The most serious allegations (also made before) is that there are fund flows from investors who are too small but have made 100s of times bigger investments and that too all in Adani shares. Adani had credibly replied they are not liable for their investors authencity...
Now it transpires these (all of them) are controlled by his elder brother.
Also new allegations that they are deeply related with scamsters like Ketan Mehta and fugitive diamond trader Jatin Shah (by marriage).
I will always only consider opinions that have an educated background to it. Well done
Can't explain this subject any more simply than this, thank you❣️
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
This video is so powerful, highly appreciated
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 omg 😂😂 u sangees are here too
Thanks Akshay. Great work in providing something serious in layman's tongue. Good work with this. If there is an issue it's a bad thing for our economy and with the blood in the streets it would be a good time to build a portfolio
akshat*
try "my money universe' channel then. you can see their full stock portfolio there and they invested heavily during covid and made video with each buy
@@dr.chetanshetty7033 I know what stocks to invest in bro. Just waiting for the market to tank
True !!
jaise usne vauld bech ka paise kamay waise hi adani karta hai
Good unbiased and easy to understand. Really simplifies the complex issues with charts and highlighting to drive home the point
A heartfelt thanks to you Akshat to analyze the report to us!
P9
Dear Akshat we need a person like you who speaks unbiased truth. Unfortunately all media was hijacked by Adanis and Ambanis. Hats off to you. Second point I am a very small investor who didn't invest a 1 rupee in Adani stocks. I suggested to many people in the past if they want to make money, invest in Adani and Ambanis stocks as far as BJP govt rules. Personally my ethics doesn't permit me to invest in Adani stocks.
A businessman never cares aboout ideology, he will suck both BJP and congress. We also need to focus on our profits. Personally I earned a lot from Adani Green and ports. But offcourse current scenario is not good, so better to skip adani now.
Kudos
@@MythicEcho u r right bro. No stock be it adani or Tata is dearly to us. What matters is making money, if m making money and short selling on time. It's win win for me.
Good to see someone with ethics in the market 👍
@@MythicEcho when you say earned, do you mean you sold what you were holding and realised the profits ?
I must say dude.. this is a super important video.. you are seriously working on spreading awareness..
Great great work, thanks :)
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Where is adani papa and godi media .now karma will hit back adani.adani papa and godi media
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 spammer
Appreciate Akshat sir for coming up with such informative videos
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 you got a chance to check the fundamentals of adani stocks?
@@tejeswarpala2841 No use explaining this to such people..even if it is politically motivated does not mean that there is something seriously messed up in such entities..
And the sad thing is that such companies will still get away as the govt has a very strong majority and are in virtual control of the independent institutions..the opposition is very weak..
Investors can never be sure what will happen next, bearish periods ultimately establish a new set of stocks to buy and watch while setting the stage for a robust new uptrend. I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?
The secret to market success is working at it daily for a long time. You don't get discouraged when times are tough, and you don't start thinking that you are a genius when times are good. For a successful long-term strategy I recommend you seek the guidance of a broker or financial advisor.
I agree. Based on personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
Wow that's impressive! , I could really use the expertise of this advisors, my portfolio has been down bad. who's the person guiding you,
Having a coach is key in a volatile market, personally i work with Viviana Marisa Coelho" You can easily look her up, she has years of financial market experience,
Thanks, could really use the recommendation, I've been losing a shit-ton lately, I looked up Annette and I wrote her detailing my Fin-market goals.
For someone like me who is disinterested in finance, you have ignited my interest. Thanks for explaining this so well. I will join your program soon.
Same here, he has great teaching skills
The hard work behind this video is greatly appreciated. A simple like just couldn't do. Keep doing the good work. This channel is not just business that's responsible business with full care and love for the world we live in. I wish businesses like Adani can learn a lesson about honestly from here and similar people and businesses.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 bbc documentry helps BJP.
@@kunalnichani1 bcz all of those are real facts so😂
No big businessman is honest nither your this presenter
@@kunalnichani1 Rahul targeted Adani because Adani is funding BJP & Modi is giving money to Adani from public's pocket (LIC,SBI).
I was so eagerly waiting for your video. Nobody on UA-cam explains in these easy and in depth ways like you.
ᴛʜᴀɴᴋꜱ ❤️Ŧᴏʀ ᴡᴀᴛᴄʜɪɴɢ👍
ꜱᴇɴᴅ ᴀ ᴍᴇꜱꜱᴀɢᴇ ᴏɴ✍️✍️
ᴡʜᴀᴛꜱᴀᴘᴘ.✙𝟏𝟕𝟑𝟐𝟓𝟖𝟖𝟔𝟔𝟔𝟒
ᴛʜᴀɴᴋꜱ ❤️Ŧᴏʀ ᴡᴀᴛᴄʜɪɴɢ👍
ꜱᴇɴᴅ ᴀ ᴍᴇꜱꜱᴀɢᴇ ᴏɴ✍️✍️
ᴡʜᴀᴛꜱᴀᴘᴘ.✙𝟏𝟕𝟑𝟐𝟓𝟖𝟖𝟔𝟔𝟔𝟒
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Excellent. A clear explanation of this fiasco for a rookie like myself.
After taking glimpse of Hindenberg Report I was kinda looking for an educator to clarify lots of doubts. You made it happen. Thanks for always empowering us with your valuable insights.
So u r an uneducated
And u believed him without u knowing the basics and selectiveness by report and him. Just saying.
@@rakshit8570 😂😂The great economist Rack Shit came, where were you lord? You think you know more than akshat sir? Beggar
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 u are Copy pasting the same thing in every comment reply. Seems like u have an agenda of yours.
Brother the way you explain, it is like my favorited teacher who explains to the students in a class. Really wonderful, thanks for teaching us the economics of India
Saying the truth is not is Attack..
Thanks for this Video 🙏🇮🇳
Appreciate your comments
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U annti national 🤣
@@bacha_partyfun u are from BJP
@@AMITKUMAR-nf8in and you are from congress or AAP?
Your vid is interesting to retail customers...how giants are making the price hype, technically.
Good Analysis Akshat. Keep on doing on the basis of merit.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Now that Amazons WO22XP is around it's all about the question when and how much. I prefer this over ATOM, ALGO, L2 based ones and whatsoever
Can you please do something about these bots?
Akshat - great video. Excellent explanation and great and unbiased analysis. Viewers can understand what is best for them. Just subbed to your channel.
Nice and informative video. Just one comment: The expression is "No smoke without fire"; not "No fire without smoke" ;)
Yes the numbers that you have put are correct. But please make a video on how the numbers were similar for all the big giants in their young phase. Adani is right now growing and the numbers and ratios will remain like this for some time. But that does not mean the company will default
You are Correct boss. @Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
The issue isn't with growth but with corporate governance.
@@shanit9843 i have 5000 shares of adani , it's in loss. Should I hold it ..?
The way you describe the issue without getting biased and derive from facts and data is amazing!! ✌🏼❤ Don't let yourself down with comments of ppl who blindly support these groups for political reasons.. This video is a lifesaver for many retail investors out there..!! 👍🏼👍🏼
Brilliant Analysis, Great Job, Thanks for the video!
This video was recommended to me out of nowhere... Very much educative and appreciate your effort. 👍🏼
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 instead of desperately looking for paths that may appear to take this to Congress, first look at the facts being presented and evaluate if you see issues with what is being presented.
Ask yourself a question - do you disagree with information being provided? If yes, try support your conclusion with facts.
K P cry harder and try to get some relief by pasting the same comments everywhere..Even adani scammed whole india, you will still support them..Shame on you..
ADANI IS THE TYCOON THAT FUNDS MODI'S ANTI-MINORITY GENOCIDAL PROPAGANDA. IN RETURN MODI FUNDS HIS COMPANY BY TAKING THE MONEY OUT OF COMMON PEOPLE'S POCKETS (LIC, SBI). THAT'S WHY YOU SEE NO ED/CBI RAID ON THIS FINANCIAL CRIMINAL. AND YOU WON'T SEE THIS PIECE OF NEWS EVEN GETTING REPORTED BY MAINSTREAM INDIAN MEDIA BECAUSE THE ENTIRE INDIAN MEDIA IS OWNED BY BJP IDEOLOGUES. INDEPENDENT MEDIA IS EITHER THREATENED OR BOUGHT AWAY BY MODI & ANY PIECE OF NEWS THAT MODI DOESN'T LIKE IS CENSORED. WELCOME TO THE CRONY CAPITALIST AUTOCRACY OF INDIA UNDER MODI!!
@@kunalnichani1 Congress ki hi galti hai🤣🤣
I started watching your videos recently and I'm just loving them. The amount of research and hard work you put into making these videos is commendable.
Very fact that Akshat had to start with a disclaimer that "don't know when this video will be taken down" is a stark reality check for India. Freedom of expression has been curtailed and people are scared to speak openly
I could also sense the inhibition in the presentation to express anything openly, with so many safe words with a fear of legal eagles.
I hope retail investors and banks don't get burnt. It is always the innocent people that die and corrupt and powerful thrive.
True words. A shame we need to have this conversation, but here we are.
Its a perfectly true statement. Even in the other Adani video he wasn't this safe, I guess its a price we all have to pay because of the dug like dopamine hit of extremism of some!
Akshat is a smart cookie. By saying this video will be taken down he creates a rush of people wanting to see it.
I will bet you any amount at 1:2 that this video will not be taken down. Care to take the bet?
Very right
can any one let me tell any video of Akshat has been taken down till today...
I'm Singapore.
I like this channel n the way the commentator explained. Its good exposure n learning for india to learn about INVESTMENT @ CASH MARKET.
The only person whose been able to make me understand anything remotely related to finance .. Super cool man kudos to you
I never invested any amount in Adani group shares even though my Share Broker was continuously advising me to invest in Adani Shares. Because I knew that as soon as the present govt changes Adani will collapse. 😢😢
Then you can invest for another 10 years if you invest looking at how Present Govt will last .
Sir even if congress or aap comes to central power in 2024 mr adani , amabanis tatas etc wouldn't have much diffrence because neither bjp nor any other are so clean that they will bring measures to stop these companies from expanding. Every party need funds, sometime after winning that party will also have good allies with big industrialists. So keep investing mindfully.
you are a brave and confident man. nobody can put you donw.
Very rare to find people who have the guts to speak on this issue without any bias, especially when it touches the most powerful corporate house with strongest ties to the most powerful politician in INDIA!!!!
It is funny how brokerage firms like Jefferies are clearly stating that there is nothing to worry about the Hindenburg report and yet financial noobs are causing such a stir in the market just to add to Adani’s bashing. Jefferies has clearly said that the Adani Group had shared details of debt and leverage levels.
You must have heard many views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
@@shanit9843 This. Exactly this. I couldn't have said it better myself. Well Done.
Adani bot lol you made you id 20 hrs ago !!!!
Bot....acnt formed 20 hrs before
What is the authenticity of a 5 people office of Hindenburg company. American economic is nearing crisis while Indian economy has so far shown resistance against the world's eco downturn. Can it not be conspiratorial move. The investments from SBI or LIC are invested into projects around the country and the world. If those projects will garner profits then what will be the response people who are estimating the value right now.
This report by hindenburg has also raised questions on our regulatory mechanisms.
Excellent analysis. Thank you
Great analysis and interpretation. SEBI must look into the reports and allay all fears as we know what happened with satyam computers.
Sebi is 💤
Simply superb!! I do not think any top rated institute in India can teach and provide commentary in such a highly complex topic in such a simple, fast, completely unbiased and accrurate manner. Salute to you!!
Just came here to understand finance terminologies and was completely satisfied with the knowledge you shared. Thanks Brother for sharing your thoughts.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
Do not why such an analysis was not done prior to Hindenberg report. We should have our own analysts too to keep guard
Wonderfully explained 👏🏻
You used all layman terms were necessary so even people with non corporate background would understand. Precise and to the point video, no bullshit povs included like many others. Your video contained only pure financial knowledge.
Loved it. Thankyou!❤️
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
What you said is 100% right. Having said that there have been a lot of companies both in India and abroad who have shored up their stock price using loop holes in the system and today these companies are one of the largest in India.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 truth hurts 😂
@@kunalnichani1 Can you stop copy pasting the same comment everywhere? No amount of political blame game is going to hide the objective truth.
@@sidhaunt very true
@@kunalnichani1bhakts ki logic😂
While everyone is focused on BTC, ETH or any top alt coin and playing defensive they are missing on quality projects that are about to be launched on CEX. For example WO22XP will hit mainstream soon, 10x-20x quite possible even during this bear market but only few people know about this.
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
UPDATE: Adani Enterprises FPO Cancelled.
Awesome. Thanks for publishing in public interest, and making life easier. Appreciate a lot Akshat Ji.
We need more people like Akshat !!
Thank you Akshat, video is clearly explained and understood the way few corporates are managed
U have guts bro ....
More than so-called media houses ....
They are even scared to talk abt these , let alone explain or even expose further ...
One of the best analysis on this issue, Thanks Akshat
Great video, very well explained, simple, and crisp without taking sides
Thank you for enlightening the retailers with your excellent and detailed explanation. I really loved the narrative. Please keep up the good work, looking for more such reports
Such a marvellous explannation, you deserve 100 times more subscriptions in our country so our people could be more financially educated.
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
After listening to you I understand alot more about this kind of situation around us
Finally, someone who is not cowed by trolls.
Investing is considered a bedrock in making generational wealth. Most people don't know when, where or what to invest in. Fortunately, great investors of the past and present can provide us with guidance and ideas. Meaningful contributions are always welcomed.
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The market is all about crypto now, you might want to look into it.
@Heather Bennett Most importantly If you know how to trade you can make huge returns no matter where you find yourself.
Appreciate your great effort in presenting the issue in easy terms so as to make the investors understand the report.
As a person who has just cleared his CFA level 1 exam, if not anything serious this topic has certainly given me something where I can try and apply the preliminary knowledge I have in Finance.
What are the advantages of cfa
You are going the right way.
Thats the only way.
It's form is very costly 😭
If you believe in there cant be smoke without fire. Tell me this. Why did Rahul target Adani so heavily recently, that he had to make first major public appearance in Aap Ki Adalat? And the Hindenberg report followed immediately! Why is BBC also trying to target Modi at the same time??
Could Congress be sponsoring all these episodes? Afterall election polls start in less than 400 days ;)
@@kunalnichani1 Inc doesnot really have the firepower to do all this at the moment. It could be due the mess the idiotic bjp has put the second largest consumer market in world in. Its affecting all the corporates. Its important to get the nation out of this crisis. For reforms the bjp needs to thrown out of power.
M so happy that the comment section look filled with mature and rationally thinking people
A lot of people think its just to do with adani share holders. But if banks take a hit a lot of people will suffer collateral damage.
You make financial stuff so much more understandable and interesting. Love the way you present. Thanks for the knowledge.
Thanks Akshat, Please also make a video on the debt taken by Tata Companies and Reliance Industries and comparison with Adani Groups.
Tata and Reliance are good companies with effiecient backup but this is different case
They are also making profit have a look at their p&l and balance sheet yourself.
@@mallikmeti My top picks for 2023 *(1) Jyothy Labs (2) Karnataka Bank (3) BEL Bharat Electronics*
Reliance is net debt free
try 'my money universe' channel bro
No way team of 4 CA’s having 11 employees can handle a statutory audit of Adani Enterprises (Market Cap > 3L cr)
Thanks. This was much needed video for retail investors like us to take prudent decision.
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Sensible Investors in India will be greatly benefited by such brilliant analysis and narration.... Thanks a ton on behalf of them all....
in infra related sector like power plant, mining, ports, etc. such short term risk are their but in long term say 10-15yr once the infra is ready and generating funds the financial improve. but to raise debt equity is required for which shell companies, etc. are required for faster growth
I think Hindenburg report will not prove to be a dent as anchor investor across the world are already putting their weight behind Adani FPO
Appreciate your comments
What' sap me with the number showing above
for guidance, consultation and more
investment update
Two comments wont help the PR team needs to do better
Your account is just 17 hrs old.. seeing a trend here how the PR bots are working overtime
Barely 1% subscribed. Please stop lying.
Manipulator joined just now targeting all big youtubers
What a brilliant and simlified explanation @akshatzayn. Whatever happens in the end, this makes for an excellent case study for finance and accounting. Thank you so much Akshat for your candid approach on the topic!
Mr Akshat you shall make one video on your promise on VAULD and current situation of investors who trusted you to make account and invest on vauld
Akshat will delete your comment. 😂😂
I think Lic was just forced to invest in adani group by superior authority
Excellent analysis.This is as objective and neutral as it can get. Thanks for simplifying and making sense of it for me.
Good to see you touch upon on the Mutual Fund holdings of Adani stocks, except Quant MF AMC, no other AMC holds Adani stocks. " Kuch to gadbad hai Daya"
Few Adani stocks are a part of nifty50 index funds... Quant sold all adani stocks now...
Immediate Red flag 🚨. I had no idea AMCs don't hold Adani.
@@goutham614 source?
One LIC is sufficient to counter the League of Mutual funds.
Both the anchor investors and Hindenburg group are here to make money. But the stark difference is that former is doing it the right way and Hindenburg is using malicious ways
But Adani IS doing shady things. Every one looks for opportunities to make money, so does hindenburg. They just pointed out the flaws with sufficient proofs. Yes the investors and banks will suffer but we can't say hindenburg's work as 'malicious' because in a long run, there is a big chance that Adani will default.
@@sayanmondal1303 how do you know are you a certified tech analyst. Do you any experience of running a buisness. Teri jeb me kitne hai be 20 30 40lakh ya 40000. Tere name se to lagta hai 25000 bhi nahi honge.
@@manishkarand Any sane human being can figure out that adani is doing shady stuff. The hindenburg report might be for self gain but whatever they have stated makes sense.
@@manishkarand calm down, shayad bada loss ho gaya aap ka!
English ki band kyo Baja Rahi ho Devi ji😢 Hindi use kar lo
Very Good Analysis - crisp and to the point. I appreciate the fairly balanced view with hints thrown here & there.👋👋
"The group further reiterated that on governance four of its large companies are amongst the top 7% of the peer group in Emerging markets or the sector or the world". When such information is up on portals like BQPrime, should we really be paying heed to influencers who are indulging in the heat of the chaos circling around Adani?
I kind of agree. I believe that Hindenburg, in their quest to make money through short-selling, do some carpet-bombing and then scoot. Yes, in the past they might have been right but it is not telling the gospel truth.
I believe that high promoter holding is also not a bad idea since if the company does well and stock price goes up, it gains. On the other hand, if the stock price falls, only 10% of total stock in the market held by retail investors will be negatively impacted.
I also fail to understand how retail trader/investors who hold only 10% stock (according to this video) are able to move and shake the market so much - both up and now down?
@@sathyanarayanan9997 lol stop confusing logic with nationalism sir. Clearly there is something shady happening in Adani Enterprises, as we can see throughout history when government and big business get together for mutual gain, it always leads to the ruin of the nation in the long run even if short-term gains can be seen, the ordinary people will suffer, the rich will keep living well even if everything comes crashing down. Your argument abt promoter holding majority of shares in a public listed company by manipulation as a good thing is so stupid because that is such a huge red flag because you can easily engage in corruption without being caught and it's not legally right and now because the demand for Adani shares are going down the prices are going down. In the end whatever happens ordinary indians will still be suffering in a corrupt system. Now that you can see the Adani response to allegations is by using usual politician playbook response by trying to bring in nationalism and claim questions against their operations as an attack on India that has convinced me there is a lot of problems with Adani Enterprises.
@@3333XD Of course you are "All-knowing" and all others are fools - ENJOY!
Very good sir
I appreciate your free and fair information on retail investors point of views 👍
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Your analysis is superb 👏! I have downloaded this video as none till now had explained in such an honest manner. Hats off to you. You are a genius who explained in such an easy manner in mere 23mins.
This guy has explained it beautifully.....i also watched some others but now they are making a U-turn and white washing this episode into a holy scrip 🙏
Thanks sir 👍🏽
@@xaviercolaco You are right 😅
Very kind of you to bring this report by breaking in to different categories and making people understand, I read this report in USA. 🙏🏿🙏🏿🙏🏿
The FGOAT OF INDIA
finance GOAT= GREATEST OF ALL TIME
Please appreciate akshat for this video.Explained in amazing way would binge watch all the videos again ..
really a great analysis by a great teacher
@Akshat Shrivastava definitely is an amazing guy . Hower to all the recent stirr on the views on Hindenburg report; some against, some with a glee. Please have one more, from someone Not invested in Adani group; hence an unbiased to that extent; and as always, with a fresh perspective that others are not going to tell :
Personally, I’m more than convinced that the report is a mischievous conspiracy against #GautamAdani, the 3rd richest man in the world (No 1 in Asia); who’s seen as close to PM Modi; perhaps rightly so. Here’s the reasoning ….
1. Many FIIs, International Rating Agencies, others, keep publishing their findings against specific stocks, or Indian economy as a whole; some very nasty, biased, and wrong. But have you ever seen the synchronised reactions & publicity to these by entire media, and the world leaders? How come, UK PM, Rishi Sunak, and US Secretary of State, Antony Blinken, commenting on it same evening? Irrespective of what they said, didn’t they contribute towards making it an international news?
2. The Timing ⏱…. right when the ₹20,000 crore FPO is opened by the flagship Co Adani Enterprises, and indication of its success emerged in advance by the underwriters. I think, Adani made a mistake in coming on tv (Aap Ki Adalat - by Rajat Sharma), making his stature known to masses. Then, he’s giving solid support to Modi, by donating tonnes of gold for temples in Ayodhya, Varanasi, etc. His buying over NDTV also couldn’t be digested by the hostile ecosystem …👉 whose hand I see behind this report. Remember, same way Anil Ambani was finished on the day of listing of his (then biggest ever) IPO of R Com; that would’ve put him above Mukesh Ambani in richest rankings? Actually, the tycoons dream to be counted among top, as it helps them expand their business exponentially.
3. AND, this’s what I found most important, to realise that the report is actually a mischief …. a prime Business channel was singing credibility songs of Hindenburg (thru an ‘Expert’) by citing some Cos’ names that got beaten 60%, 80%, 90% ….. over the next few months/years of their ‘research’. Meaning, keep selling Adani stocks to finish him. Damn it, the comparison was made with petty & fraudulent Cos, which anyway are bound to dissipate; a report against or not. Here in India too, thousands of Cos have fallen 99% or disappeared from Stock Exchange. Are they such a fools to compare one of India’s biggest, Adani group, with those Cos? …. or a clear hidden agenda to bring down the Group, by duping the gullible investors?
So, friends, no need to panic. Adani Cos are rock solid businesses. His main borrowings are from international lenders. The Group (its 5 big Cos) has got funded ₹2.1 lakh crores total. Of this, percentage of loans from Indian Banks is constantly reducing; down to 20% from 40 a few years ago (subject to confirmation of this 20% figure); exposure of Indian PSU banks to the group is mere 0.7%; Pvt banks’ 0.3%; against which cash flows from business, and adequate valuable assets pledged (not like the bogus collateral during Congress time). Operators beat PSU Banks also yesterday, for no reason, perhaps because they had missed buying these cheap. Just to give you a perspective, only 3% of Adani Enterprises shares have been pledged. Its funding for ACC/Holcim acquisition was done by foreign banks, mainly Japanese, who wanted to fund ($7 b) more than required. So my take is, it’s a mix of ….
👉 ‘corporate wars’ by the ones beaten in the richest rankings along with the Indian/international business & political forces inimical to India.
~~~~~~~~~~
👉 Am happy to note that Adani Enterprises has announced just now that its ₹20,000 crore ($2.5 billion) FPO will continue as per schedule, without extending date beyond 31st Jan or reducing price (₹3112-3276 band). This’s put down misleading speculations in the media.
👉 See, a stock, whether is expensive or cheap, is part of market dynamics; depends upon so many factors, including (a) business model (b) management’s integrity & execution skills (c) performance & profitability potential, and (d) macap, P/E ratio relative to its peers, etc. In this context, to give you an idea, Adani Ports, India’s by-far the biggest, is so cheap …. with Mcap of just ₹ 1.3 lakh crores; with capacity of 2 crore tonnes p.a. 😯; capable of handling 13000 DWT vessels at berth incl coal, steel, fertilizers, mining, crude (all dry/liquid); with high speed conveyor belts, to meet India’s needs. And they’ve 13 such ports in India. Can you build such huge ports today with that price?
Talking about the 88 allegations by Hindenburg; it’s dishonest to start with. Most of the points are taken from Co Disclosures and info in public domain (no research). The charge of routing money via foreign sources (FIIs) is also nonsense. FIIS have been permitted by India to invest via ‘PNotes’/MFs/Pension Funds, etc etc, without disclosing the individual names of those contributing to their Funds (this was introduced during Chidambaram’s time); and which Indian Co is not invested that way? Maybe, they’re desperate to know the names of investors in Adani Group, thru this allegation, besides pulling his legs as crabs often do.
Very nice, easy to understand your explanation, thanks 🙏
This week is hell and a bloodbath can happen but why we don't discuss the fact that Amazon also released their WO22XP in it? Always two sides of a coin
How you know?
@@rahuln6722 BOT bro
Really appreciate videos like this Akshat, thanks for the consistency
Hi thanks for your views. My take home as a non investor who is thinking of getting into the game is actually not related to the whole Adani fiasco. I took with ke learning about different terminology, understanding the concept of how stock set up works and what stock investment can be like if we just buy without knowledge. Thank God and thank you. Will definitely be learning more before taking any steps.
Very good presentation. Major Issue is of compliance. When this story came out I first checked the portfolios of Mutual finds and I found they are smart enough not to put the investor money into the company. If proved, yes there will be pain but I do not see a crash of the entire market. More than FII our market is dominated by our Mutual Funds and they are in safe hands.
I am sorry unable to understand your reply.
I just can't imagine LIC going bankrupt because of government pressure to invest in Adnani stocks.All my retirement benefits have been invested in LIC.
What we get if LIC bankrupt ?.
You should be happy that our country is going hindutva. Atkeast thats what majority of indians , i means fools want
@@dhamodharanmanickam1373 a disaster.
Har har chor, ghar ghar chor
@@dhamodharanmanickam1373 Govt have to bailout if LIC not able to fulfill its Liabilities Means they have to insert capital like what US govt did to AIG in Lehman brothers crisis in 2008