Satyam - introduction to series - Initial Private Opinion

Satyam - introduction to series

Sandeep Parekh - Thursday, January 08, 2009 10:04 AM

I'm going to run a series of pieces on Satyam - please ignore the series if you have had more than your fill of the issue. As more facts seep in, I will keep updating the series as new facts are unraveled, recall, there are very few facts in the public domain except a dubious confession letter.

First, the confession story doesn't add up. The facts don't really exhibit internal consistency. Something else is up.

Second, what should be done at this very moment by regulators (i.e. ad hoc and immediate as opposed to the longer investigations and recriminations).
What should regulators do - SEBI, exchanges, MCA, SFIO, Finance Ministry, Police, US-SEC, NYSE and the most important regulator of all - the shareholders.

Third, what are the provisions of law which could be used against a) Satyam b) Ramalinga Raju c) independent directors ca) audit committee d) auditors e) merchant bankers. And who will pay what in terms of money, industry bars and jail sentences.

Forth, which are all the types of action possible against these people and the limitations and at least vague time lines

Fifth, 10 questions to the audit committee.

Sixth, can we prevent this elsewhere and in the future?



While I pen this, listen to my podcast on the Satyam story till day before. This is my first podcast, so it is a bit experimental.

See also my piece in DNA Money today 'Confession to seek lower penalty'.

See also Joseph Leahy's piece in the Financial Times and Heather Timmon's piece in the New York Times to see the international coverage this has generated.

 

Share this post: email it! | del.icio.us! | digg it! | newsVine!

From Srikanth

January 8, 2009 3:24 PM
Hope the series would cover Satyam story in KP Scam and also connections of Independent Directors with Satyam before joining its Board.

From anantara

January 8, 2009 10:06 PM
First, the confession story doesn't add up. The facts don't really exhibit internal consistency. Something else is up. Yeah. I think you got it right. What is it?

From madhavi

January 9, 2009 12:16 AM
I would compare the Satyam shenanigans not to Enron but to Adelphia where the Rigas family used various family owned entities to siphon off money and to cover up their outright theft. Enron used off shore entities to hide losses, Satyam used various tactics to steal the profits. Throughout his business career, Raju and his family have floated other companies which they then offloaded to Satyam. Maytas is only the latest and the most brazen attempt. They used Satyam profits to start Maytas and acquire land during the boom and now with the downturn and with their fancy developments projects are not going anywhere, attempted to fob it off on Satyam’s books at inflated valuations. The outrage is not that the Rajus tried, even in the face of shareholder outcry, but that the dean of IBS presided over the board meeting that ok’ed it. Not only have the Rajus reduced their holdings in Satyam over time but cashed out on the last little bit by borrowing against it. Need one ask what their commitment to the future of this company is? Which brings me to the final point: if as he claims, he made no money, can he explain how he and his family ( not to mention the former CM Naidu- who is and was one of the unofficial promoters- and his entourage) acquired thousands of crores worth of land in AP and all over Western India? If there were no profits, where did this money come from. Was Raju cooking books all by his lonely self and printing money too? And based on what track record has the current govt handed Maytas all the infrastructure projects such as the Metro Rail? Of course these projects that Maytas has “won” will now be reviewed by the government very happily. Another round of merry money making will start. As yet no arrest warrant has been issued-every one has a finger in this pie after all. Did you know that atleast 2 major banks are also on the hook for personal unsecured loans to Raju? Plus Raju has borrowed (ie private individuals gave him money as investments) all over town. Where did all this money go? Disclosure: I am originally from Hyd, based now in US and on last summer trip home went to look at the model 'villas' being built by Maytas-very nice but very over priced. And every one in Hyd knows that the Rajus have been spreading the wealth around-the real kind that buys crores worth of land- and the primary beneficiary ( apart from the Rajus themselves) is the former CM Naidu. There is nothing new under the sun. I am just reading a bunch of histories of Rome.

From dddd

January 9, 2009 7:58 AM
how do u know that former CM naidu is the beneficiary? Discuss about the facts not gossips...

From dddd

January 9, 2009 7:58 AM
how do u know that former CM naidu is the beneficiary? Discuss about the facts not gossips...

From dddd

January 9, 2009 7:59 AM
how do u know that former CM naidu is the beneficiary? Discuss about the facts not gossips...

POST YOUR COMMENT

:
(required)
 
Email Address
(required)
   
(optional)
(HTML not allowed)