Anil Ambani ke ADAG Group ko Bada Jhatka, Yes Bank ne Kiya Takeover, Kya hoga age?

Anil Ambani ke ADAG Group ko Bada Jhatka


Aap sabko ye zaroor pata hoga ke Yes Bank ke current financial troubles ke peeche bada haat hai Anil Amabani ke Anil Dhirubhai Ambani Group (ADAG) ke conglomerate ka. 

Isi kadi me agla bada news ye hai ke Yes Bank ne Anil Ambani ke ADAG ka headquarters, jo Santacruze, Mumbai me hai, usko acquire kar liya hai non-payment of dues ke wajah se Ye dues Kareeb kareeb 2892 Crore ke aas pass hai. Is headoffice ke saath saath Yes Bank ne Anil Ambani ke South Mumbai waale do flats ka bhi possession le liye hai. 

Ye notification Yes Bank ne 29th July ko, ek newspaper notice ke form me diya hai. Iska kya implications ho sakta hai? Yes Bank waise hi bahut bure daur se guzar raha hai.

 Yes bank ke FPO ko bhi kuch zyada accha response nahi mila hai aur uske shares bhi lagataar gir rahe hain. Doosri taraf, Anil Ambani ne kuch hi din pehle announce kiya tha ke unke ADAG conglomerate ki company Reliance Infrastructure, bahut jald hi, debt free ho jayegi.

 Ab in saari baaton se kya analysis nikal ke aata hai ye jaan ne ke liye aapko post ko end tak pura padhna hoga.


Yes Bank ka Turmoil - Anil Ambani pe Waar

Yes Bank ke sitare kaafi time se kharab chal raha hai. Aap sabko pata hai ki March ke start par Yes Bank to RBI ne takeover kiya tha, is takeover ka immediate impact ye tha ke depositors sirf 50,000 tak paisa nikal sakte the, iske baad kaafi hungama hua bank ke owner Rana Kapoor ke alleged frauds ke upar.

Yes Bank ke shares ek time par 6 Rupay me bik rahe the, investors ke liye ye kaafi bura waqt tha. Iske baad RBI ne ek bailout package diya Yes Bank ko aur fir unke board ko null and void karke ek naye board ka gathan kiya. Is board ke andar Yes bank pichle 4 mahino se function kar rahi hai. Uske baad news aayi Yes Bank ke Follow up Public offering ki.

 Yes bank ke shares ne 25 Rupay ka mark chua hi tha ki FPO ka offer price saamne aaya jisne investors ki hawa nikaal di. 12 Rupay ka FPO price fix kiya gaya tha Yes Bank ke FPO ka, aur lagbhag 95% subscription hua is FPO ka. Lekin uske baad bhi iske shares prices ka girna chalu raha. Uske baad aaya Yes Bank ka Q1 results, ye bhi bahut zyada positive nahi tha magar isme kuch accpe points bhi the.

 

Q1 2020 me, yes Bank ka net profit 60% gira hai YoY aur filhaal ye number 45 Crores ke asspass hai. Lekin doosre taraf inka deposits ka amount 11.4% increase hua hai aur ye number 1,17,360 Crores tak pahucha hai. 

Bank ke current CEO ka kehna hai ki FPO ke baad, ya aisa kahe ki FPO ki wajah se bank ke capital ka stauts behtar hua hai, bank ek aise specialist ko hire karneka plan kar raha hai jo bank ke bad loans ko ek separate entity me transform karenge, isme regulatory authorities ka bhi permission chahiye hoga unhe.

 Lekin ye steps positive hi dikh rahe hain. Kuch analysts ka maan na ye hain ke Bank ka provision amount - 1087 Crore kaafi kam hai, specially kyun ki isme se 642 Crore sirf covid ke liye rakhha gaya hai, baaki bad loans ke liye hai. RBI ka loan moratorium abhi bhi chalu hai, ye bhi ek chinta ki baat hai kyun ki moratorium uthne ke baad, chances ye hain ki bahut saare loans bad loans me transform ho sakte hain.

 Deposit ke amount me increment ke wajah se Yes Bank ne 25000 crore ka repayment kar diya hai RBI ko. Ye ek accha indicator hai bank ke performance ka. Yes Bank ka NPA ratio almost same hi hai, zyada change snahi hai usme, lekin YoY deposits me 48% ki kami aayi hai.

 

Aap samajh gaye honge ab tak ke Yes Bank ka halat kaafi kharab hai, abhi bhi survival ke liye joojh rahi hai aur isi situation me ek aur important step unhone 6th May ko liya tha jab yes Bank ne apne pending 2892 Crore ka amount maanga tha Anil Ambani ke ADAG conglomerate se. 60 din ke baad bhi jab unse koi response nahi aaya to Yes bank ne unke Santancriz, Mumbai ke office ko acquire kar liya hai. Ye poora office 21432 SQ Meters ka hia aur Yes Bank ne koi bhi agency ko is ko lease me lene ke liye condition ye rakhha hai ke wo pehle Yes Bank ke bakaya 2892 Crore ku chukaye, fir usko possession milega office premises ka. Ye Anil Ambani ke liye kaafi bada jhatka hai. Aur Sirf yehi nahi, South mumbai me Nagin Building me unke do apartment ko bhi yes Bank ne apne possession me liya hai. Inka size 1717 Sqft aur 4936 Sq.Ft hai.

 

Ab baat ye hai ki isme investors ka paisa kahan atka hai/ Wo unfortunate investors jo abhi bhi Adag group ke companies me paisa laga ke rakhhe hain unhone thoda hope dikhaya hoga Jab June me Anil Ambani ne announce kiya tha Reliance Infrastructure, 2021 tak debt free ho jayegi. 

Iske baad fir se ADAG ke kuch companies ke shares me uchaal aata dikha, lagataar upper circuit lagte rahe,tabhi ye bhi kaha gaya ki shayad ye opearator play ka maamla hai, kyun ki promoter holdings regular kam ho rahi thi in companies me, aur pormoters ka apne companies ko chor ke jaana abhi bhi accha indication nahi hai. 

Fir bhi jo log aas lagaye baithe the unke liye ye khabar kaafi bura hai. Kyunki iske baad Anil Ambani ke paas koi formal office tak nahi bacha hai. Halaaki 2018 me unhone Adani Power ko apna reliance power bech diya aur us deal ke 18,800 crore ne unke total debt ko kam karke 7500 crore tak laa diya. Lekin yes Bank ka ye 2892 Crore ka intezaam agar Anil Ambani nahi kar paye to future kaafi dark dikh raha hai ADAG group ke companies ke liye. Isme se ek option ye hai ke Bade bhai Mukesh Ambani aage aake ADAG companies ko khareed sakte hain, lekin wobhi ab tak bas rumor hai. 

Yes Bank ke liye bhi ye maneuver kuch zyada helpful nahi hoga jabtak usko kuch na kuch recovery ka option milta hai. Isliye, humne pehle bhi kaha tha ke jo stocks achanak upper circuit me jaa rahe hai, ADAG group ke, usme invest karna khatre se khali nahi, abhi investor ske patiently dekhna padega ke unka paisa kaha aur kaise wapas naata hai. Tabtak daily news se rishta banaye rakhiye.

Post a Comment

0 Comments