Whalesbook
Deal ka asli time aur umeed?
Chalo, sabse pehle toh yeh confusion clear karte hain. Bank bol raha hai ki Vis Raghavan ko pakadne mein poora ek mahina laga, January se kaam shuru ho gaya tha, koi jaldi wali baat nahi thi. Unko $52 Million, yaani lagbhag ₹430 Crore ka package mil raha hai. Ye show karta hai ki Citigroup ko is bande se kitni badi umeed hai ki woh investment banking mein apna market share badha sake.
Market ka Current Scene
Ab market ka scene dekhte hain. Citigroup ka market cap $160 billion hai aur P/E 12x. Unke bade rival JPMorgan Chase ka market cap $500 billion aur P/E 14x hai. Toh competition full hai bhai! 2021 ke baad se investment banking ki revenues bhi thodi gir gayi hain, isliye aise smart hires bahut zaroori hain deal banane aur advice dene ke liye.
Talent vs Temperament Ka Khel
Ab aata hai main point – yeh banda hai toh super talented, deal karne mein expert, isne JPMorgan mein apne 20 saal se zyada time mein business badhaya hai. Lekin reports yeh bhi keh rahi hain ki uska kaam karne ka tareeka (management style) thoda aggressive hai. Kuch log kehte hain ki woh logon par chillata hai, dabav banata hai. Ye cheez banks ke liye ek challenge ho sakti hai, kyunki culture maintain karna bhi zaroori hai.
Aage Kya Hoga?
Toh overall, yeh Citigroup ki taraf se ek bold bet hai. Woh Raghavan ki deal-making skills par bharosa kar rahe hain. Ab dekhenge ki kya woh bank ke culture mein fit ho pate hain aur team ko saath lekar chal paate hain. Investors ab yahi dekhenge ki kya is hire se investment banking revenue mein sudhar aata hai ya nahi.