Adani xa Tome teb rau luv-muag 'Attack on India'

Pawg Adani tau rov qab tua hluav taws tom qab kev tawm tsam los ntawm tus muag khoom luv luv Hindenburg Kev Tshawb Fawb, sim ua kom nws cov duab koom nrog tom qab tso ntau dua US $ 50 nphom hauv kev lag luam peev.

Adani tau tshaj tawm luv luv PowerPoint uas nws muaj cai "Myths of Short Seller," ntxiv rau xa ib nplooj ntawv 413 PDF tam ntawm ib qho lus teb.

Nws sib npaug ntawm tus neeg muag khoom luv luv tsab ntawv ceeb toom ntawm Adani nrog kev tawm tsam rau tag nrho lub tebchaws ntawm Is Nrias teb, kev tawm tsam kev ywj pheej zoo li ua tsov rog tawm tsam Asia cov kev cai ywj pheej loj tshaj plaws.

"Qhov no tsis yog tsuas yog kev tawm tsam tsis txaus ntseeg ntawm ib lub tuam txhab tshwj xeeb tab sis suav nrog kev tawm tsam ntawm Is Nrias teb, kev ywj pheej, kev ncaj ncees thiab zoo ntawm Indian cov koom haum, thiab zaj dab neeg loj hlob thiab kev xav ntawm Is Nrias teb," Adani hais.

Muaj kev liam tias Adani Group thiab tus tsim Gautam Adani nyob ze rau Indian Prime Minister Narendra Modi. Modi tau ua raws li Hindu haiv neeg txoj cai thiab feem ntau sib npaug nws tus kheej txoj kev vam meej nrog kev vam meej ntawm lub tebchaws Indian.

Yog li tsab ntawv no tsis muaj dab tsi los cuam tshuam qhov kev xav tias Adani tau ua tiav qee yam ntawm "lub xeev kev ntes" los ntawm nws cov tswv cuab ntawm cov nqi hluav taws xob thiab cov tuam txhab kev pabcuam pej xeem. Nws tau txais txiaj ntsig los ntawm kev cog lus ntawm tsoomfwv, thiab nyob rau hauv qee qhov muag "loj dhau los ua tsis tiav," txij li nws cov nuj nqis thiab kev nyab xeeb tau tuav los ntawm Indian lub xeev cov tsev txhab nyiaj thiab cov neeg tuav pov hwm lub neej.

Tab sis nws yog preposterous hais tias Hindenburg tau tawm tsam lub teb chaws ntawm Is Nrias teb. Nws tsis muaj. Nws muaj, raws li kuv piav qhia hnub Wednesday dhau los, tau ua ntau qhov kev iab liam thiab tsa ntau qhov teeb meem nyob ib puag ncig kev ua haujlwm ntawm Adani Group. Tsis muaj ntau tshaj qhov ntawd.

Adani nyob rau hauv surer av thaum nws hais tias Hindenburg yog xaiv, yuam kev lossis tsis ncaj ncees lawm hauv qhov tseeb uas nws nthuav tawm. Adani qhia tus neeg muag khoom luv luv li "Madoffs of Manhattan," uas tsis quav ntsej qhov tseeb tias Madoffs tiag tiag yog, qhov tseeb, hauv Manhattan.

Hindenburg tsab ntawv ceeb toom yog "kev ua phem ua ke ntawm kev xaiv cov ntaub ntawv tsis raug thiab zais qhov tseeb hais txog cov lus sib liam tsis muaj tseeb thiab tsis lees paub los ua rau muaj kev xav tsis zoo," Adani teb hais. Cov loj fide kev ua haujlwm yog "nrog kev tsis sib haum xeeb ntawm kev txaus siab" thiab npaj tsuas yog tso cai rau Hindenburg tau txais txiaj ntsig los ntawm nws txoj haujlwm luv luv, lub tuam txhab hais. "Nws muaj kev cuam tshuam loj heev uas cov lus hais ntawm ib lub koom haum zaum ntau txhiab mais deb, tsis muaj kev ntseeg siab lossis kev coj ncaj ncees tau ua rau muaj kev cuam tshuam loj thiab tsis tau muaj dua los rau peb cov tub ua lag luam."

Kev sib koom hauv pab pawg neeg ua yeeb yam, Adani Enterprises (NSE: ADANIENT), ruaj khov rau hnub Monday, kaw nrog 3.9% nce hauv Mumbai. Qhov ntawd yog tom qab lawv poob 18.7% rau hnub Friday, nce mus txog 20% ​​kev lag luam txhua hnub nyob rau hauv ob qho kev taw qhia tso cai rau Indian cov khoom lag luam.

Ob peb lwm lub tuam txhab Adani ntaus ntawd 20% nres poob rau hnub Friday, thiab ua li ntawd dua hnub no. Lub tshuab hluav taws xob cua-thiab-hnub ci Adani Green Energy (NSE: ADANIGREEN) tau nqis mus ntxiv 20% rau hnub Monday, rov ua dua rau hnub Friday poob, raws li muaj cov khoom siv roj ntsha ntuj Adani Total Gas (NSE: ATGL). Hluav taws xob hluav taws xob Adani Kis (NSE: ADANITRANS) kuj poob 20% rau hnub Friday thiab tau nqis qis rau hnub Monday ua ntej kev sib tw me ntsis ntawm qhov ze, kom tiav 15.2%.

Hindenburg lub lim tiam dhau los tshaj tawm nws tus kheej tshawb nrhiav nug txog cov nuj nqis siab ntawm Adani Group cov tuam txhab, nrog rau kev siv cov tuam txhab plhaub los ntawm tus tsim Gautam Adani tsev neeg. Hindenburg, tsim los ntawm yav dhau los hedge-fund allocator Nate Anderson, liam tias Gautam Adani, Asia tus neeg nplua nuj tshaj plaws, yog "rub cov khoom loj tshaj plaws hauv keeb kwm koom nrog." Nws tau coj txoj haujlwm luv luv tawm tsam Adani cov tuam txhab kev lag luam thiab cov khoom lag luam tawm sab nraud.

Kev tsim txom luv luv tau los ntawm lub sijhawm tsis muaj zog rau Adani Enterprises, uas tab tom sim muag US $ 2.45 nphom hauv Tshuag hauv kev muab khoom thib ob. Lub sijhawm thov qhib rau hnub Friday rau cov neeg lag luam muag khoom muag thiab pib mus txog hnub Tuesday. Tab sis cov shares, ntawm 2,870 rupees raws li hnub Monday kaw, nyob twj ywm hauv qab qhov kev pom zoo ntawm 3,112 thiab 3,276 rupees ib feem.

Anchor institutional investor twb tau cog lus los coj ib feem ntawm cov Tshuag, raws li kuv piav qhia rau hnub Friday, nrog cov neeg txhawb nqa xws li Malaysia-based Maybank, Abu Dhabi Investment Authority, Citigroup (C), Goldman Sachs (GS), Morgan Stanley (MS), thiab lub tuam txhab pov hwm lub neej loj ntawm Is Nrias teb (NSE: LICI). Ua ke, lawv muab tso rau hauv kev txiav txim ntawm 1.5 npaug ntawm qhov sib koom ntawm qhov kev thov.

Tab sis nws tseem yuav pom yog tias yuav muaj qhov xav tau tseem ceeb ntawm cov neeg lag luam muag khoom, leej twg tuaj yeem yuav cov khoom lag luam Adani hauv kev qhib lag luam ntawm tus nqi pheej yig dua li qhov kev thov.

Muaj qhov dichotomy niaj hnub no hauv kev ua haujlwm ntawm Adani tuam txhab. Affiliate Ambuja Cements (NSE: AMBUJACEM) kuj tseem siab dua rau hnub Monday, nce 1.6% tom qab poob siab rau hnub Friday, thiab Adani Ports thiab Special Economic Zone (NSE: ADANIPORTS) tau kaw nrog qhov nce 0.6%. Cov chaw tsim khoom noj khoom haus Adani Wilmar (NSE: AWL) tau poob qis dua 5.0%, ib yam li hnub Friday, nrog kev txwv kev lag luam. Thermal-power producer Adani Power (NSE: ADANIPOWER) tau qhia tib tus qauv, qis dua 5% hnub no.

Hindenburg, uas tau ua qhov tseeb txhim kho kev ntseeg siab ntawm cov neeg muag khoom luv luv rau kev ua tiav kev tawm tsam ntawm cov neeg tsim hluav taws xob yuav yog Nikola (NKLAJ), tsa 88 cov lus nug uas nws vam tias Adani yuav teb. Tom qab Adani hem tias yuav ua raws li txoj cai lij choj, tus kws tshaj lij muag luv luv tau hais tias nws yuav zoo siab tos txais qhov kev foob vim qhov ntawd yuav muab sijhawm rau nws los thov cov ntaub ntawv uas nws cia siab tias yuav pom, dhau ntawm cov txheej txheem ntawm kev tshawb pom kev cai lij choj.

Hauv nws qhov kev nthuav qhia, Adani hais tias nws yog "tsis muaj lub luag haujlwm los teb rau cov lus sib liam no," tab sis sim teb cov lus nug no. Nws characterizes peb lub ntsiab lus tseem ceeb: "kev xaiv thiab kev nthuav qhia" ntawm cov ntaub ntawv hauv pej xeem sau; "ua tiav qhov tsis lees paub lossis txhob txwm tsis quav ntsej" ntawm cov qauv kev cai lij choj thiab kev suav nyiaj nrog rau kev ua lag luam; thiab "kev thuam" rau cov koom haum Indian, suav nrog cov tswj hwm thiab cov kws txiav txim plaub ntug.

Gautam Adani tau pom nws cov hmoov zoo poob nrog Hindenburg tsab ntawv ceeb toom. Nws yog tus neeg nplua nuj thib peb hauv ntiaj teb nyob rau hauv Forbes cov npe nplua nuj, tab sis tom qab kev lag luam poob hauv nws cov tuam txhab, tam sim no nws nyob qib yim. Adani Enterprises tau pom nws cov khoom lag luam nce 25 zaug txij li Covid-induced lows nyob rau lub Peb Hlis 2020, noj Gautam tus kheej hmoov zoo mus rau sab qaum teb ntawm US $ 133 nphom xyoo tas los, qhov kev nce loj tshaj plaws los ntawm leej twg hauv 2022. Tab sis qhov kev ua tsov rog hauv siab tau poob mus rau US $ 88. billion nyob rau hauv lub Forbes real-time billionaires daim ntawv teev npe.

Hindenburg hais tias 413-nplooj teb teb, tshaj tawm lig rau hnub Sunday, tsis teb 62 ntawm 88 cov lus nug. Tsuas yog hais txog 30 nplooj ntawv tiag tiag cuam tshuam rau Hindenburg cov lus nug, nws rov hais dua, nrog txog 330 nplooj ntawv theej los ntawm cov ntaub ntawv hauv tsev hais plaub, thiab 53 nplooj ntawv ntawm cov ntaub ntawv dav dav, tsis cuam tshuam txog kev koom tes hauv tuam txhab xws li kev tsim cov zaub muaj kev nyab xeeb, thiab nyiaj txiag qib siab.

Hindenburg hais tias "kev dag ntxias tsis tuaj yeem cuam tshuam los ntawm haiv neeg" lossis cov lus teb rau cov tuam txhab lag luam. Anderson thiab Hindenburg tau tsa qhov teeb meem ntawm ntau lub tuam txhab offshore plhaub tswj los ntawm Vinod Adani, Gautam tus tij laug, suav nrog 38 cov chaw hauv Mauritius, uas feem ntau siv los ua lub hauv paus offshore rau kev lag luam hauv Is Nrias teb. Cov tuam txhab no, Hindenburg hais tias, tau siv rau "kev ua lag luam chaw nres tsheb / kev tswj hwm" lossis "tus kws ua haujlwm" Adani tus accounting.

Adani cov lus teb hais tias cov pab pawg tau tshaj tawm txhua yam kev lag luam nrog cov neeg koom nrog "ua raws li Indian txoj cai," thiab hais tias "Vinod Adani tsis tuav ib txoj haujlwm tswj hwm hauv ib lub koom haum Adani los yog lawv cov koom haum thiab tsis muaj lub luag haujlwm nyob rau hauv lawv niaj hnub rau hnub no. txoj haujlwm.”

Hindenburg hais tias cov pab pawg "tsis zoo li tsis sib cav txog qhov muaj nyob ntawm cov kev lag luam no thiab tsis muaj kev siv zog los piav qhia lawv qhov tsis sib xws," tab sis tau hloov "qhov txawv txawv" tau sib cav tias Vinod Adani tsis yog ib feem cuam tshuam rau pawg Adani. Qhov ntawd txawm hais tias kev hloov pauv "uas tau sib sau ua ke ntau txhiab lab nyiaj daus las Asmeskas los ntawm Adani Group cov koom haum, feem ntau los ntawm cov tuam txhab offshore plhaub." Hloov chaw, pab pawg tau hais tias nws yog "tsis paub lossis yuav tsum tau paub" ntawm cov peev txheej tom qab Vinod Adani kev lag luam nrog pab pawg.

"Yog tias ib qho ntawm qhov ntawd muaj tseeb, Gautam tuaj yeem yooj yim tshem tawm qhov tsis paub los ntawm kev hu nws tus tij laug, lossis nug nws ntawm tsev neeg noj hmo tom ntej, vim li cas nws tau coj ntau txhiab nyiaj daus las rau Adani-tswj cov koom haum los ntawm lub network ntawm opaque offshore plhaub chaw. ", Hindenburg hais tias. Hloov chaw, "cov lus piav qhia no tsuas yog cuam tshuam kev xav."

Adani tau teb ntau dua li ntau lub tuam txhab ntsib nrog kev tawm tsam luv luv. Nws tseem yuav pom yog tias nws qhov kev lees paub thiab kev tawm tsam yuav rov qab muaj kev ntseeg hauv nws cov chaw teev npe, thiab muab pov thawj txaus rau cov tub ua lag luam los txhawb cov khoom lag luam thib ob.