Selfmade-Milliardär: Musk, Gates, Buffett... Aber wer ist jetzt der neue Reichste Asiens und warum? (Seite 2) | Diskussion im Forum
eröffnet am 25.01.23 12:45:30 von
neuester Beitrag 12.10.23 14:53:06 von
neuester Beitrag 12.10.23 14:53:06 von
Beiträge: 40
ID: 1.366.429
ID: 1.366.429
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ISIN: INE423A01024 · WKN: A0DKAD · Symbol: ADANIENT
3.244,35
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Letzter Kurs 28.05.24 Bombay
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| 40,91 | +9,59 | |
| 7,0400 | +7,32 |
| Wertpapier | Kurs | Perf. % |
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nach Adani nun auch Trafigura (als Opfer): ist Betrug nun indisch?
9.2.
A top commodity trader is staring down a $577 million loss after discovering metal cargoes it bought were missing nickel, report says
https://markets.businessinsider.com/news/commodities/trafigu…
• Trafigura faces a $577 million loss on nickel shipments in what the company calls a systemic fraud, according to Bloomberg.
• The commodities trading giant discovered some of the metal cargoes it bought were missing nickel.
• Trafigura has launched a legal action against Indian businessman Prateek Gupta and connected companies.
...
The company, one of the world's largest traders of energy and metals, said it found out that some cargoes it had bought didn't contain the nickel they were supposed to, and spent two months uncovering the scheme, per the report.
A full container of nickel, an expensive metal that is typically traded in large volumes, can be worth roughly $500,000.
"Since late December 2022, a small proportion of the containers purchased from these companies have been inspected as they reached their destination, and were found not to contain nickel," Trafigura said in a statement, according to Bloomberg. "The majority of the shipments remain in transit awaiting further inspection."
...
9.2.
A top commodity trader is staring down a $577 million loss after discovering metal cargoes it bought were missing nickel, report says
https://markets.businessinsider.com/news/commodities/trafigu…
• Trafigura faces a $577 million loss on nickel shipments in what the company calls a systemic fraud, according to Bloomberg.
• The commodities trading giant discovered some of the metal cargoes it bought were missing nickel.
• Trafigura has launched a legal action against Indian businessman Prateek Gupta and connected companies.
...
The company, one of the world's largest traders of energy and metals, said it found out that some cargoes it had bought didn't contain the nickel they were supposed to, and spent two months uncovering the scheme, per the report.
A full container of nickel, an expensive metal that is typically traded in large volumes, can be worth roughly $500,000.
"Since late December 2022, a small proportion of the containers purchased from these companies have been inspected as they reached their destination, and were found not to contain nickel," Trafigura said in a statement, according to Bloomberg. "The majority of the shipments remain in transit awaiting further inspection."
...
9.2.
Norway wealth fund has sold its stakes in Adani companies
https://www.msn.com/en-gb/money/other/norway-wealth-fund-has…
...
"Since year-end, we have further reduced in Adani companies. We have no exposure left," Christopher Wright, the fund's head of ESG risk monitoring, told a news conference.
"We have monitored Adani for many years (on ESG) issues, many on their handling of environmental risks," he said.
...
Norway wealth fund has sold its stakes in Adani companies
https://www.msn.com/en-gb/money/other/norway-wealth-fund-has…
...
"Since year-end, we have further reduced in Adani companies. We have no exposure left," Christopher Wright, the fund's head of ESG risk monitoring, told a news conference.
"We have monitored Adani for many years (on ESG) issues, many on their handling of environmental risks," he said.
...
9.2.
Hedge Funds Hunting for Adani Bargains Are Using This Playbook
https://finance.yahoo.com/news/hedge-funds-hunting-adani-bar…
...
The more levered Adani Green Energy Ltd. has French oil giant TotalEnergies SE as a strategic equity investor. Investors said they expect its leverage ratio to drop upon completion of projects under development, which could make it more attractive.
Their level of indebtedness is reasonable for infrastructure companies, said John Stover, a Singapore-based portfolio manager at Tribeca Investment Partners, which oversees about $3 billion. There is also the belief that the Hindenburg report’s damages will be largely contained in public equity valuations, Stover said.
Such buying has already helped drive a bond price rebound.
“I think it’s probably leveled out for now,” Stover said. “My guess is you’ll see a stable to slightly rising trend from here. I think the volatility has died down barring some big piece of news.”
Range Trading
Stover would watch on as US and European investors woke up to negative headlines that triggered selling in Adani bonds. Once the carnage had pushed prices low enough, he and other buyers in the region would start to scoop them back up.
For negative news on Asian companies “whether it’s political or potential risks around inter-company or related-party transactions, you generally see Europe and US sellers,” he said. “Asia’s more comfortable with those risks just because it’s more commonplace in Asia and people on the ground here understand the history behind the groups and why they’ve been constructed this way and have gone in with eyes open.”
He said he’s been buying and then selling to lock in profit after the instruments bounce five to six cents on the dollar. That’s contributed to an 11% return this year for his Tribeca Vanda Asia Credit fund. Given the latest drop in yields, much of the appeal is now gone, he said.
Equities Versus Bonds
After the initial flurry of selling, shares such as Adani Ports are recouping some of their losses. Some investors pointed to the potential upside in the stock relative to the bonds, with equity now having the chance for a bigger gain. Its wide analyst coverage also adds to its appeal. One way to execute this trade would be to short the bonds and pair that with a long equity position.
Company Structure
Adani Green Energy has debt at both the holding company level and at the operating company level. Some investors say they perceive bonds in the latter category to be safer as they are backed with assets that are ringfenced from being used to service other debts.
One option is to place a long bet on the operating company debt and short the holding company bonds. Adani Green Energy holding company debt due in September 2024 touched a low of 63.7 cents on Feb. 2, having traded at an average of 91 cents over the last 12 months, according to data compiled by Bloomberg. Secured bonds issued by the operating company with a December 2024 maturity are still trading above 92 cents on the dollar.
Read how Adani shorts offer a huge pay day but are a tough trade
Of course, those investors who believe Adani Green Energy’s bonds will weather the current crisis can place the opposite trade. They would bet other traders have become too pessimistic by positioning for price gains on the holding company debt, while putting a bearish wager on the operating vehicle’s paper. The 2024 holding company debt has rebounded to above 80 cents from an earlier trough.
Investors in this trade would lose some potential upside from simply owning the holding company debt and would incur shorting costs. In the case of a bankruptcy, they would lose money as they are expected to recover a smaller percentage of their money.
Hedge Funds Hunting for Adani Bargains Are Using This Playbook
https://finance.yahoo.com/news/hedge-funds-hunting-adani-bar…
...
The more levered Adani Green Energy Ltd. has French oil giant TotalEnergies SE as a strategic equity investor. Investors said they expect its leverage ratio to drop upon completion of projects under development, which could make it more attractive.
Their level of indebtedness is reasonable for infrastructure companies, said John Stover, a Singapore-based portfolio manager at Tribeca Investment Partners, which oversees about $3 billion. There is also the belief that the Hindenburg report’s damages will be largely contained in public equity valuations, Stover said.
Such buying has already helped drive a bond price rebound.
“I think it’s probably leveled out for now,” Stover said. “My guess is you’ll see a stable to slightly rising trend from here. I think the volatility has died down barring some big piece of news.”
Range Trading
Stover would watch on as US and European investors woke up to negative headlines that triggered selling in Adani bonds. Once the carnage had pushed prices low enough, he and other buyers in the region would start to scoop them back up.
For negative news on Asian companies “whether it’s political or potential risks around inter-company or related-party transactions, you generally see Europe and US sellers,” he said. “Asia’s more comfortable with those risks just because it’s more commonplace in Asia and people on the ground here understand the history behind the groups and why they’ve been constructed this way and have gone in with eyes open.”
He said he’s been buying and then selling to lock in profit after the instruments bounce five to six cents on the dollar. That’s contributed to an 11% return this year for his Tribeca Vanda Asia Credit fund. Given the latest drop in yields, much of the appeal is now gone, he said.
Equities Versus Bonds
After the initial flurry of selling, shares such as Adani Ports are recouping some of their losses. Some investors pointed to the potential upside in the stock relative to the bonds, with equity now having the chance for a bigger gain. Its wide analyst coverage also adds to its appeal. One way to execute this trade would be to short the bonds and pair that with a long equity position.
Company Structure
Adani Green Energy has debt at both the holding company level and at the operating company level. Some investors say they perceive bonds in the latter category to be safer as they are backed with assets that are ringfenced from being used to service other debts.
One option is to place a long bet on the operating company debt and short the holding company bonds. Adani Green Energy holding company debt due in September 2024 touched a low of 63.7 cents on Feb. 2, having traded at an average of 91 cents over the last 12 months, according to data compiled by Bloomberg. Secured bonds issued by the operating company with a December 2024 maturity are still trading above 92 cents on the dollar.
Read how Adani shorts offer a huge pay day but are a tough trade
Of course, those investors who believe Adani Green Energy’s bonds will weather the current crisis can place the opposite trade. They would bet other traders have become too pessimistic by positioning for price gains on the holding company debt, while putting a bearish wager on the operating vehicle’s paper. The 2024 holding company debt has rebounded to above 80 cents from an earlier trough.
Investors in this trade would lose some potential upside from simply owning the holding company debt and would incur shorting costs. In the case of a bankruptcy, they would lose money as they are expected to recover a smaller percentage of their money.
Adani
Indiens Wirecard? Adani-Aktie fährt Achterbahn: Nach Horror-Crash jetzt Rallye! Was ist da los?https://www.wallstreet-online.de/nachricht/16525843-indiens-…
Antwort auf Beitrag Nr.: 73.232.599 von ooy am 05.02.23 06:20:53Also handeln würd ich Adani nicht und lass die Finger davon.
Die Gesamtschulden belaufen sich auf 30 Mrd. US-$, 9 Mrd sind bei indischen Banken...
Link zum Artikel..
https://www.cnbctv18.com/business/companies/adani-group-debt…
Das schlimme ist das die Banken Wertpapiere von Adani und Co. nicht mehr als Sicherheiten akzeptieren.
Kapitalerhöhungen sind wohl für lange Zeit nicht möglich und eine mögliche Schuldenaufnahme wird teuer (Zinsen).
Ob das ein typischer Anfang nach dem Muster von Evergrande ist ?
Die Gesamtschulden belaufen sich auf 30 Mrd. US-$, 9 Mrd sind bei indischen Banken...
Link zum Artikel..
https://www.cnbctv18.com/business/companies/adani-group-debt…
Das schlimme ist das die Banken Wertpapiere von Adani und Co. nicht mehr als Sicherheiten akzeptieren.
Kapitalerhöhungen sind wohl für lange Zeit nicht möglich und eine mögliche Schuldenaufnahme wird teuer (Zinsen).
Ob das ein typischer Anfang nach dem Muster von Evergrande ist ?
Trading Spotlight
Adani
Adani: Indiens Wirecard? Aktien weiter im Sinkflughttps://www.wallstreet-online.de/nachricht/16522864-indische…
6.2.
It’s Tough to Short Adani Stocks Listed in India. Here’s Why
https://www.bnnbloomberg.ca/it-s-tough-to-short-adani-stocks…
...
Hindenburg Research’s decision to only go short on Adani Group securities outside India has highlighted the limitations of the practice in the nation and the peculiarities of the business empire itself.
India’s authorities have imposed a bevy of restrictions on short selling, including requiring institutional investors to disclose planned trades to the stock exchange before they are executed, and making their retail counterparts close positions each day. They also enforce the globally-favored ban on naked shorts, the practice where investors sell shares they haven’t borrowed first.
Betting against the stocks of the Adani Group also comes with its particular difficulties. The Indian-listed entities all have a relatively low free float and few institutional investors, which means there is a scarcity of shares for short sellers to borrow, and they are therefore more expensive. Founders and controlling shareholders hold at least 60% in nine of the 10 stocks, data compiled by Bloomberg Intelligence show.
Theoretically the potential gains for a short seller are enormous given the $119 billion collapse in Adani Group shares since Hindenburg Research accused the indebted conglomerate of inflating revenue and using offshore shell entities to facilitate money laundering and taxpayer theft. Losses for some of the companies including the flagship Adani Enterprises Ltd. have reached more than 50% since the Jan. 24 report.
A trader who sold $1 million Adani Enterprises shares at the open on Feb. 1 and bought them back at the end of the same day after the record plunge that day would have made about $280,000, excluding fees and transaction costs, according to Bloomberg calculations.
The fact that shorting Adani shares is difficult may also mean that any catalysts that would boost the stock would lead to limited short covering.
“The delicious irony is that shares of Adani companies are tanking hard or limit down partly because India makes it so hard to short in the first place,” short-selling specialist Scorpion Capital Partners said last week in a tweet. There was “no one to step in on the other side,” it said.
...
It’s Tough to Short Adani Stocks Listed in India. Here’s Why
https://www.bnnbloomberg.ca/it-s-tough-to-short-adani-stocks…
...
Hindenburg Research’s decision to only go short on Adani Group securities outside India has highlighted the limitations of the practice in the nation and the peculiarities of the business empire itself.
India’s authorities have imposed a bevy of restrictions on short selling, including requiring institutional investors to disclose planned trades to the stock exchange before they are executed, and making their retail counterparts close positions each day. They also enforce the globally-favored ban on naked shorts, the practice where investors sell shares they haven’t borrowed first.
Betting against the stocks of the Adani Group also comes with its particular difficulties. The Indian-listed entities all have a relatively low free float and few institutional investors, which means there is a scarcity of shares for short sellers to borrow, and they are therefore more expensive. Founders and controlling shareholders hold at least 60% in nine of the 10 stocks, data compiled by Bloomberg Intelligence show.
Theoretically the potential gains for a short seller are enormous given the $119 billion collapse in Adani Group shares since Hindenburg Research accused the indebted conglomerate of inflating revenue and using offshore shell entities to facilitate money laundering and taxpayer theft. Losses for some of the companies including the flagship Adani Enterprises Ltd. have reached more than 50% since the Jan. 24 report.
A trader who sold $1 million Adani Enterprises shares at the open on Feb. 1 and bought them back at the end of the same day after the record plunge that day would have made about $280,000, excluding fees and transaction costs, according to Bloomberg calculations.
The fact that shorting Adani shares is difficult may also mean that any catalysts that would boost the stock would lead to limited short covering.
“The delicious irony is that shares of Adani companies are tanking hard or limit down partly because India makes it so hard to short in the first place,” short-selling specialist Scorpion Capital Partners said last week in a tweet. There was “no one to step in on the other side,” it said.
...
Freitag 40% hoch vom Tief, kann die aber leider nicht handeln,
kann und will das sonst Jemand??
kann und will das sonst Jemand??
Antwort auf Beitrag Nr.: 73.158.001 von faultcode am 25.01.23 12:52:51Adani Enterprises Ltd. (Bombay Stock Exchange):
der Markt in Indien war am Donnerstag, 26.1., geschlossen (Republic Day) und konnte so erst am Freitag reagieren.
Am 25.1. ging das vor Ort nicht, da schon zu US-Zeiten geschlossen: https://www.tradinghours.com/markets/bse-bombay
Ich denke, daß dieses Timing bewusst so gemacht wurde von Hindenburg Research, damit jeder in Indien wenigstens einen guten Tag Zeit hatte, den Bericht zur Kenntnis zu nehmen.
der Markt in Indien war am Donnerstag, 26.1., geschlossen (Republic Day) und konnte so erst am Freitag reagieren.
Am 25.1. ging das vor Ort nicht, da schon zu US-Zeiten geschlossen: https://www.tradinghours.com/markets/bse-bombay
Ich denke, daß dieses Timing bewusst so gemacht wurde von Hindenburg Research, damit jeder in Indien wenigstens einen guten Tag Zeit hatte, den Bericht zur Kenntnis zu nehmen.
3.2.
BlackRock Among Top Funds With Exposure to Adani’s Dollar Debt
https://finance.yahoo.com/news/blackrock-among-top-funds-exp…
...
At least 200 financial institutions around the world have had exposure to Adani Group’s $8 billion in dollar bonds, most of which slid into distress after a short-seller’s fraud allegations unleashed financial turmoil.
BlackRock Inc., the world’s biggest asset manager, held about $104 million of the Indian conglomerate’s US-currency notes, one of the largest holdings according to data compiled by Bloomberg based on the company’s most recent filings.
...
The size of the companies’ holdings may have changed since the fund documents were filed. BlackRock submitted filings on Adani bonds most recently on Feb. 1, while Lord Abbett and TIAA did so most recently in November, Bloomberg-compiled data show.
...
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