저자: VijayKedia—제목기준,설명란미상 · 외국인
요약 보기
결론: 아다니 그룹 주가 급락(시가총액 약 8.3조 루피 증발)을 시장 심리 과열 해소 과정으로 보며, 아다니 그룹 자체는 생존하겠지만 은행주 등 시장 전반의 추가 조정 가능성도 언급. 아다니 그룹 주가: 출연자는 과거부터 아다니 그룹 주가가 고평가돼 있다고 느꼈고, 그래서 지분을 줄이지 않았다고 말함. 이번 급락은 과대평가된 주식이 현실 가치를 찾아가는 조정이라고 설명. 본인은 그룹 투자자가 아니라고 밝힘. 그룹 주가 낙폭 수치: 보고서 발표 이후 그룹 시가총액이 약 19조 루피에서 약 10.3조 루피 수준으로 감소, 약 8.3조 루피 증발. 아다니 토탈 가스 약 56% 하락, 아다니 엔터프라이즈 약 50% 하락, 아다니 포트 약 40%대 하락, 나머지 종목 평균 낙폭 약 30%대. 아다니 엔터프라이즈 전일 대비 추가 하락 및 약 22% 손실 언급. 은행주 및 시장 전망: 그룹 종목 급락이 나스닥이 아닌 인도 시장 은행주까지 끌어내리는 상황에 대해 심리가 악화되었다고 진단. 은행 주가는 과거 대비 이미 3~4배 하락한 종목도 있어 추가 10~15% 하락은 큰 의미가 없다고 발언. 은행이 과거처럼 쉽게 대출하던 시절은 끝났으며, 충당금 확대로 공포 반응이 나타난다고 봄. 단, 시장 전체 방향에 대한 구체적 목표치는 없음. 손실 사례 및 교훈: 짧은 기간에 큰 손실을 본 투자자 사례를 언급하며, 투기적 트레이딩과 파생상품 거래의 위험을 강조. 연금을 주식 투기에 쓰는 사례가 많다고 지적. 리스크: 그룹 자산 일부 매각 필요성 언급, 그룹 생존 여부는 불확실하다는 취지.
다듬은 글
After all, what is happening here and what is the system here and what licenses are being issued from here, we had said that we will talk about the budget, but if we do not talk about the most burning issue first, then it would be a bit dishonest. How do you see the Adani Group stocks right now and the kind of market KP Roshan and Belt Roshan have created, and after that I will discuss with you whether this is a discrepancy in the system or not, but first of all, how are you looking at what has happened, the perspective of looking at what has happened, first of all let me tell you that as if by chance you understand that I have no investment, I have never had any investment in any of the groups, I am ok with that and that is not the reason I do not have trust in the group, the group is a very good group and Gautam Adani is no example in entrepreneurship, he is telling, but it always seemed overvalued to me, the valuation of the shares always seemed high to me, so I never reduced my stake in them, so I am feeling the same right now.
It is getting adjusted that the shares which are so overvalued are now trying to find their place by coming to a realistic value. This happened in a bad way and understand that the way it happened, of course no one would want it to happen this way but this is a reflection of the same thing. The high value shares.
Okay, let's do a little bit right now sir, you are focusing a little, we will run the budget graphics in a while. The issue is that there is a huge fall in so many bank stocks, the group stocks are taking the market down, yet there is not much composition in Nifty, outside Nifty, next brother, it is not in Nifty but the big market is feeling that will the banks face any problem because of this and there has been a lot of trouble in the banks, is this an over reaction or is it justified and at this time some steps should be taken here like I am hearing that Arab has probably asked some banks to do some exploration, some of their banks are telling on their own, what should happen according to you, what do I think here It is definitely justified because the stock market is a game of pure sentiment.
Here, just think about how many numbers will come and how much is its cash flow. The value of shares is not created by that alone, it is created by sentiment and this sentiment, the overvaluation and undervaluation of the market, is based solely on sentiment. If we have a man, we give 200 rupees for the shares and if we do n't have a man, we don't buy shares even for 2 rupees.
So, of course, what should I say, one more thing, any crisis in the stock market, we will call it a crisis only. Any such crisis that comes, it reminds us of old crises which we have forgotten and time heals all the wounds. So before this, whether you say Reliance Power, 11 is saying Satyam, now I went to a place, people can now talk about these things, some old pits, such skins are brought, all this, this is human nature, due to this the sentiment has deteriorated.
One thing worth noticing in this is that you see that yesterday Regarding banks etc., understand here that yesterday's last issue which was filled in any way, no bank's name appeared on it that any bank or any LIC should be named as the responsible one, rather there is a statement at one place that LIC maintained its intake, they have not paid any extra amount, so this definitely shows that now the bank is no longer the same bank as before, the way it used to be that you just make a call and you will get the money, I think that time is definitely over, if not completely over, but after the sentiment, now the banks will never recover from their old wounds, or it has been 10 years since they have been harassing the banks, now it is happening that more provision has been made here, now these people will not have provision for D, but it will be an add-on, if there is a sudden shock in this then people will get scared, so due to this fear, there is a reaction inside the banks, actually I believe, so at this time, Vijay Bhai, what do you see as its end game and can the market correct further from here as it has done, can Bank Nifty and from here It may fall by 10-15%, which many people are apprehensive about.
The percentage is not a big deal because there are already banks which have come down three to four times from their 52 week low or one and a half year low, so there used to be a 10-15% regular problem, in that 10% to 15% shares would fall, so saying this has no significance and as far as this is a time of ordeal in his life is concerned, but as he flies, the level of ordeal weakens a little, as he rises, the velocity of ordeal also becomes very fast, so this is a time of ordeal for him, I think this also happened with Dhirubhai Ambani, if you remember when VP Singh took his IPL, what did he do to him, he cannot convert, many things happened in his life, I think people are also following him and behind him, this and this This is the biggest ordeal of life for me, some way or the other will be found, now I will not be able to think personally, today where I am standing I feel that wait and see, somewhere or the other I will have to sell my assets, someone or the other will have to collect that money and take forward what is left, but this is your belief that the group will survive, I think you listen, friend, do they fall in the riding field for a while, will they fall, if someone walks on his knees, then what is it for him, and in this, if he loses in just one test, then what happened, one lesson from this you said that you never invested in Adani Group stock because it was expensive, many people have sent me messages, I am telling you that I am very sad, like I was reading on Twitter right now, someone sent me a message that Vijay Bhai earned 8 lakh rupees in adanifirakon and said that whatever I earned in 2 years, I lost it in 5 years and why did I lose it in 5 days today and I am thinking, I am zooming in, that he is among his loved ones It must have been positioning or whatever it was, so what lesson is coming out of this session, when I have been teaching children for 10 years, if you are smoking, you may have died in 20 years or 30 years, but if you are trading, you may die, okay, and I always say room, by the way, not built in a de, but Hiroshima and Nagasaki destroyed other de, the lesson from this is this, after two-four years, I come across such people, who earned money for 10-10 years and get wiped out in one trade, people invest their parents' pension money in stock market speculation, they wipe it out in trading, you will find thousands of such stories, access stories, you will hardly be able to find 100, you call people here, interview them, those people do not speak, ask those who lost their future here, interview them in future options, then you will know what is actually happening in the market, at this time, people will focus on the final number.
Sumit, good afternoon, tell me how much is the market cap, see the major fall, if we talk about this entire group, then we have seen approximately 8.830 lakh crores, these are the figures till 1:30 in the afternoon, there is a lot of talk in this group, hence the figures are till the time where we have fixed it and then in the figures till 1 1/2 o'clock, there has been a wipeout from the group's side in the market, in which when this report came on January 24, this group used to state around 19 lakh crores, today the value of the group is around 10.30 crores, where has the major fall come, if seen from the point of view of major falls, then Adani Total has fallen by almost 56% and in 56%, the biggest sell-off has come, Sharm Aani Total is around Rs 2,40,000, here the market cap has been seen to be buying, apart from this, Rani Enterprises has seen a decline of almost 50%, here also we have seen a decline If you have seen and seen the market capsule, then you can see the road happening here also in the market of about 1 lakh 95000 crore, apart from this, there are three big companies in this group which have the highest market cap, you will see a sell-off in them every day, you will remember in transmission, it will be visible in Adani Port, there is about 40 to 45 percent, 46%, of the market of about ₹133000 crore, you have white here and Adani Port where Rafi is around 64000, here there is wiper, this also broke about 40%, so more and less, in this group the bike ones are around 32 to 35%, on an average, you will see that the more than the average fall is in the range of about 50 to 60% in Adani Total and the lowest in qualitative is around 20% there too, but roughly the market cap of this entire group is about 8.30 lakh crore wiped out.
We have already seen that since the release of this report, there have been big shocks and big losses, not only in the market cap but also in the stock wise, even today that pressure is prevailing, although some efforts are being made from the national level, but you see, Adani Enterprises, the lower closing of that cup of 3,0112, the high that we saw yesterday was 300073 and from yesterday to today, overnight of course FIO was cancelled again Radha and that stock is again standing around 16 and 17 factorial at this time, at a loss of 22%, welcome to you in seven days
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