355. UjwalG| Link| Bookmark|
January 29, 2023 5:41:37 PM
IPO Guru (1000+ Posts, 500+ Likes)
Yesterday adani was trending on social media, probably top 3, with 1 lac plus impressions. And if checked today not even in top 30. Knew that it will happen sometime during the fpo. Ps- I am neutral guy. Not bothered if it goes up or down.
All over the country and even abroad, investors came to know about the FPO of Adani Enterprise. Whatever the factors were played behind this is unknown. The report is correct or incorrect upto what level is not known to the investors. Why this time only? One kind of magic for informing investors, what ever the cost it may be. Even the members of this forum is divided, some in the name of Nation and some because faith in the group wish to apply.Some think future is bright in this group and some believe in taking risk. Adanis are not in a mood for any change in term and conditions of this fpo. On Monday shares of this group may open in red but likely to move very fast in green. Adanis can take any step for survival and prestige of the group. Dhirubhai Ambani has made plans in 1980 to over come short position in Reliance. A game of 20,000 crores and not a game of 600 - 700 crores of Shahrukh Khan's "PATHAAN". Hope a recovery in market tomorrow.
I thing Adani stocks on Monday will open in slight green, this will be trap for retail to buy Adani Stocks, Then after some time it will again hit lower circuits.
Dear Asoke sarkar, In my post no 310, I have explained 'How to servive a bear attack', lessons for Adani in Ambani's stock market victory in 1980s. Hope you will definitely respect Dhirubhai Ambani's efforts to save Reliance and Dhirubhai himself. Thanks for reading post.
Even if their business is good Always remember that due to over leveraging (Too much loan), most of their cash flow will go in loan and interest repayment.
They have also raised money in US BOND market. And seeing rupee depreciating, it is even more difficult to pay back in USD.
VALUATION: Are they justified? Good business doesnβt mean that that business can be bought at any irrational valuation.
ADANI ji is a hero and personal inspiration. Canβt become a fanboy and loose any more money.
The current sentiments for Adani Enterprise are very very bad Even if they reduce the FPO price, it wonβt lead to successful subscription of FPO, instead within minutes their fully paid shares will hit lower circuits and go below that lowered FPO price.
THIS IS A FACT
so Adani knows that changing price band wonβt help. So he smartly (mis)represented it by saying βthey have full confidence in all stakeholders of FPO, and wonβt change price band or scheduleβ Because only changing sentiments in favour of ADANI group can help them in current situation.
We as retailers should not be influenced by Market commentaries or DRAMA. Check the fundamentals and valuations and take positions accordingly on your own research.
350. Gujju IPO| Link| Bookmark|
January 29, 2023 4:08:11 PM
Top Contributor (400+ Posts, 200+ Likes)
The mistake Hindenberg is making with Adani is that unlike many of the thirty odd small companies with little asset base whom they investigated earlier, Adani is not only diversified but a has a solid world class asset base.
Just see the list of Adani Group assets.
1. Top class ports like Gangavaram, Mundra and Hazira.
2. Vinjiam Port under construction in Kerala will be Indiaβs first truly Deep Water Port matching Colombo and Singapore.
3. 13500 MW of Thermal Power Plants spread across the country, many with clean and efficient super critical technology.
4. 650 MW of Solar Power.
5. 18000 Circuit Kilometers of Transmission Lines.
6. 30,000 MVA of Transformer Capacity.
7. Partner in NTPCβs under construction Solar and Wind 25GW Plant.
8. Operating six airports on long lease from AAI and owning Mumbai Airport.
9. Will operate Navi Mumbai Airport slated for inauguration in 2025.
10. Owning ACC and Ambuja cement plants with capacity of 70 MMTPA.
11. Owning and Operating grain silos for FCI in Punjab, Haryana, MP.
12. Owning and operating SEZ in Mundra.
13. Owning and operating Coal Mine in Australia supplying high grade coal to Indian power plants.
14. Having PPA with Bangladesh for supply of Thermal Power from under construction Thermal Power Pkant in Godda in Jharkhand.
15. Group has sufficient land bank for future projects.
16. Has substantial stake in 49% Israeli owned weapons factory in Gwalior to make advanced Tavor rifles and other weapons.
17. Has a JV with Total of France for manufacture of Green Hydrogen in India. Total has invested 25,000 crores in Adani Green.
18. Owns the largest Edible Oil Fortune Brand with 18% market share in India.
These assets together would be conservatively valued at over 5 lakh crores.
So whatever be the source of funding, all have gone into value creating assets which are linked to Indiaβs growth story.
That is why the Hindenberg report effect will be short term.
349. Manup| Link| Bookmark|
January 29, 2023 1:47:30 PM
Top Contributor (400+ Posts, 200+ Likes)
This fpo will definitely go through Monday pre open shares will at UC
So people earn lots of money from Adani group infact multifold return and now a foreign company issue a report and we Indians start to abuse adani kuch to sharm karo besharmoo
Matlab denewala saheb Kala kava gayeb Amit chheda ka dhurandhari Kahan kya kuchh jankari Ssing sahab ka mosti Do - char biro ki kusti ! Guru logo ka krupa Par gaya he sukha ! Cautious aur Zero Lad raha he biro ! Arun sahab ka gnan Kon rakhe dhyan ! Baat giya sab bigda Phore raha he thikra ! Majra kya he bhai ? Tal thoke halwai Bich me pada banda Lag jayega phunda ! Tob ab kya sochna ? Bandh koro e sochna Sochne wala soche Aakash ki wo niche ! Tumko kya karna ? Mauke par bhagna Sbi , lic o psu ka susti Bhahut sare ko swasti ! Adani ki bhit Charo khane chit ! Bhanjega sara paitara Bancha payega aakhada ! Dekhte jao bhai Kyse mare ghai ! Hinderburg ka aaranga Le payega panga ! Pakda he kaske Beimani ka nakse ! Goron ka ye khel Ya Beimani par nakel ! Soch raha he raju Kya aa jayega baju !
Discl : Non hindi speaking person. so any shortcomings should be taken as unintentional. No intention to heart anybody.
346. KAPPO| Link| Bookmark|
January 29, 2023 12:16:30 PM
IPO Guru (1100+ Posts, 800+ Likes)
COMPANY BUYING START SO SHOW IS MUST GO ON IPO BHARNA TOH PADEGA HI
118 me adani power and 327 me adani Wilmar mile to me to purchase krunga for long term ... 3% Portfolio allocation to each of these share ... Adani port to mene 564 pe hi le lia( few years back 300 me leke last year 900 me becha tha)...ab Monday dekhte he kya hota he
Something observable easily by common investors regarding Adani. 1. Poorest kind of corporate governance which is being questioned every 6 months 2. Unreasonable valuations 3. Adani Boom is a perfect example of crony capitalism and will not last forever; bound to be busted 4. Wild movement of stock like the penny stock (which it will turn very soon) 5. Adani CFO comparing their growth with Tesla and Apple, a joke of lifetime. Tesla and Apple are inventions and innovation-driven companies how he is comparing his traditional business with an invention and innovation-based company? I could not understand. 6. A complete avoid.
341. Smileβ | Link| Bookmark|
January 29, 2023 9:49:03 AM
IPO Guru (1600+ Posts, 900+ Likes)
Looking at the confidence level of Adani suggest that all PSUs are ordered to lift empire of Adani to sky High. It will not sustainable. It is not a simple fact Adani stocks falling due to a report, they are falling because investors believe that growth in Adani stocks is not normal. Pure game of operator will starts from Monday.
This types of support to adani group is same thing what hindenburg report revealing manipulation price rigging sky high with same types of support since last few years by Lic , sbi .....
IF PSB's and LIC also keep falling like Friday, who will operate them?
339. abc xyz| Link| Bookmark|
January 29, 2023 12:09:27 PM
IPO Guru (1100+ Posts, 1100+ Likes)
Dera members of this group It's a very crucial time for all of us and who are in stock market. This one chapter may cause the serious damage to the whole stock market. At present it's not a question of only Adani but the complete stock market along with all govt agencies. The foreign media is eagerly watching this chapter and if any wrongdoing observed, one can't gauge the effect of damage to the country. So it's a very sensitive moments for all of us. During this chapter no one from the govt side / govt agencies came forward to deny the Hindenburg report which is very shocking. The pulic's money is vanishing rapidly. So any statement front the agencies is very much essential to protect the public money, isn't it? On the other hand LIC, SBI & other Psu banks are also required to think twicly before putting the hard earned money in to any private sector companies so that again it's a public money & have to be protected.
LIC, SBI and PSU bnks have never cared abt public money coz its always free and no one on the top to question them.....
338. crsl| Link| Bookmark|
January 29, 2023 8:18:00 AM
IPO Mentor (600+ Posts, 300+ Likes)
All agents are active now and making FAKE comments like applying with FULL FORCE (As money doesnt required to make fake comment)
Simple thing anyone can think
FPO PRICE == 3112 - 3276 CMP - 2761.45
If anyone who believes that news if fake and has faith in Adani Group, then he will buy (or should already bought on previous trading session) from market @ much lower price @ CMP (Rs. 400 per share lower than FPO price) rather than apply for FPO @ higher price.
I request all small retail investors who take guidance from the Chittorgarh forum regarding applying/not applying; should use their own rationales for decisions in this FPO. The discussion on this forum is turned to politics and pseudo-nationalism kind. They might be paid influencers also. Beware of them.