兴登堡灾难,1937 年 5 月 6 日。
84 年前,兴登堡灾难发生了。杀死36人和齐柏林飞艇时代。
兴登堡说阿达尼的民族主义反驳无视指控
我们对阿达尼的回复:欺诈不能被民族主义或无视我们提出的每一个关键指控的浮夸回应所混淆
- 美国卖空者称回应“被民族主义混淆”
- 阿达尼试图用413页的声明来安抚投资者
兴登堡对阿达尼的回应:欺诈不能被民族主义或无视我们提出的每一项关键指控的臃肿反应所混淆(全文: 2023 年 1 月 30 日)
兴登堡回应阿达尼的反驳
兴登堡研究公司(Hindenburg Research)回应了阿达尼集团(Adani Group)对欺诈指控的冗长反驳,称该公司未能回答他们的大部分问题,并试图回避他们的调查结果。PR Sanjai在彭博电视台报道。(来源:彭博市场电视节目)
兴登堡说阿达尼的民族主义反驳无视指控
兴登堡研究公司(Hindenburg Research)表示,高塔姆·阿达尼(Gautam Adani)的同名企业集团对美国卖空者声称广泛渎职行为的广泛反驳忽略了其所有关键指控,并且“被民族主义混淆了”。
这位卖空者周一早些时候在印度表示,阿达尼集团周日晚些时候发布的详细声明未能具体回答兴登堡的88个问题中的62个,并将该公司的“迅速崛起”和亚洲首富的财富与“印度本身的成功”混为一谈。
尽管阿达尼试图安抚投资者,因为它推进了25亿美元的股票出售,但该集团的股票周一延长了抛售。这家港口电力集团正在寻求阻止上周在两个交易日中抹去超过500亿美元市值的溃败。
阿达尼表示,兴登堡研究公司提出的88个问题中的大多数已经在公开披露中得到解决,并称这家美国公司的行为“根据适用法律无异于精心策划的证券欺诈”。它还重申了采取法律行动的威胁。
这些是兴登堡在其最新回应中提出的一些关键点:
- 欺诈不能被忽视所提出的主要指控的“民族主义或臃肿的回应所混淆”
- 卖空者断然否认阿达尼集团征收的证券欺诈指控
- 兴登堡不同意阿达尼将其增长故事与印度的增长故事相结合
– “需要明确的是,我们相信印度是一个充满活力的民主国家,也是一个拥有令人兴奋的未来的新兴超级大国。我们还认为,印度的未来正受到阿达尼集团的阻碍,该集团在有系统地掠夺国家的同时披上了印度国旗。” - 在 413 页的回复中,只有 30 页关注与 1 月 24 日报告相关的问题
– 回答的问题要么“在很大程度上证实了,要么试图回避”报告的调查结果
– 除了 330 页的法庭记录外,阿达尼的回应中还有 53 页是“高级财务信息、一般信息以及不相关企业举措的详细信息”,例如安全蔬菜的生产
批评人士认为阿达尼与印度总理纳伦德拉·莫迪关系密切,并试图将兴登堡对他的企业集团的指控描述为对他的祖国的攻击。这位大亨经常将他的业务与莫迪的发展目标保持一致,建设港口和机场等资本密集型基础设施。
“这不仅仅是对任何特定公司的无端攻击,而是对印度,印度机构的独立性,完整性和质量以及印度的增长故事和雄心的蓄意攻击,”阿达尼在周日的回应中表示。
原文: –
Hindenburg Says Adani’s Nationalist Rebuttal Ignores Allegations
- US short seller says response ‘obfuscated by nationalism’
- Adani sought to calm investors with 413-page statement
Updated on January 29, 2023 at 11:13 PM EST
Hindenburg Research said an extensive rebuttal from Gautam Adani’s eponymous conglomerate against the US short seller’s claims of widespread corporate malfeasance ignored all its key allegations and was “obfuscated by nationalism.”
The detailed statement issued by the Adani Group late on Sunday failed to specifically answer 62 of Hindenburg’s 88 questions, the short seller said early Monday in India, and conflated the company’s “meteoric rise” and the wealth of Asia’s richest man “with the success of India itself.”
Short Seller Attack Shows Risks of Going Global for Adani Empire Who Is Gautam Adani and What Is Hindenburg Research: QuickTakeDespite Adani’s attempts to calm investors as it presses ahead with a $2.5 billion share sale, the group’s stocks extended their sell off on Monday. The ports-to-power conglomerate is seeking stem a rout that has erased more than $50 billion market value in two trading sessions last week.
Adani said most of the 88 questions raised by Hindenburg Research have already been addressed in public disclosures and called the US firm’s conduct “nothing short of a calculated securities fraud under applicable law.” It also repeated a threat of legal action.
These are the some of the key points raised by Hindenburg in its latest response:
- Fraud cannot be “obfuscated by nationalism or a bloated response” that ignores the main allegations raised
- Short seller categorically denied the securities fraud charge levied by the Adani Group
- Hindenburg disagrees with Adani combining its growth story with India’s
– “To be clear, we believe India is a vibrant democracy and an emerging superpower with an exciting future. We also believe India’s future is being held back by the Adani Group, which has draped itself in the Indian flag while systematically looting the nation.” - Of the 413 page response, only 30 pages focused on issues related to the Jan. 24 report
– The questions that were answered either “largely confirmed or attempted to sidestep” the report’s findings
– Besides 330 pages of court records, 53 pages in Adani’s response were “high-level financials, general information, and details on irrelevant corporate initiatives” like production of safe vegetables
Adani is perceived by critics as being close to India’s Prime Minister Narendra Modi and has sought to portray Hindenburg’s charges against his conglomerate as an attack against his home country. The tycoon has often aligned his businesses with Modi’s development goals, building capital-intensive infrastructure such as ports and airports.
“This is not merely an unwarranted attack on any specific company but a calculated attack on India, the independence, integrity and quality of Indian institutions, and the growth story and ambition of India,” Adani said in its response Sunday.
同时,
随着反驳引起兴登堡的回应,大多数阿达尼股票下跌
(彭博社)——阿达尼集团的大部分公司都延长了 510 亿美元的股票抛售期,这表明这位亿万富翁反驳美国卖空机构 Hindenburg Research 的欺诈指控在很大程度上未能说服投资者。美元债券也下跌。
Adani Green Energy Ltd.、Adani Total Gas Ltd. 和 Adani Transmission Ltd. 在孟买开始交易时均下跌超过 10%,而 Gautam Adani 的旗舰公司 Adani Enterprises Ltd. 逆势上涨 6.3%。
最新的动荡发生在 Adani Enterprises 寻求完成 25 亿美元的股票出售之际,Hindenburg 表示长达 413 页的反驳未能回答其大部分问题。这一事件还可能削弱人们对印度的更广泛信心,印度直到最近才成为华尔街的首选投资目的地,并加速向重新开放的中国转变。
“这对印度来说当然不是什么好广告,而且有可能损害短期情绪,”abrdn plc 的亚洲主席 Hugh Young 说。 “我们不投资阿达尼,所以关注范围更广。”
在周日发表的反驳中,阿达尼表示,88 个问题中的约 65 个已在该集团的公开披露中得到解决,并将卖空者的行为描述为“根据适用法律,这完全是有预谋的证券欺诈”。它重申,它将“行使我们的权利,在所有有关当局面前寻求补救措施,以保护我们的利益相关者。”
冗长的回应出现在 Adani Enterprises 股票要约的最后一段,该公司周五收到了机构和零售部分 1% 的整体认购。虽然印度公开募股的投资者通常会等到销售的最后一天才出价,但有人担心兴登堡对该国首富的攻击会打击市场情绪。
在最新的转折中,兴登堡周一表示,阿达尼的反驳未能具体回答卖空者提出的 88 个问题中的 62 个。 “在它确实回答的问题中,该组织在很大程度上证实或试图回避我们的发现,”它在一份声明中说。
“不确定阿达尼的反驳是否足以缓解投资者的担忧,‘仅仅因为事情被披露和已知并不能说明它们是正确的,’在 Smartkarma 平台上发表文章的股票分析师布赖恩·弗雷塔斯 (Brian Freitas) 说。 “ 一个如此庞大的集团如何解释没有分析师报道和没有共同基金持股?”
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