JainMatrix Investments

Tag: India telecom

  • Save Vodafone Idea

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    Preface / introduction JainMatrix Investments has been tracking the Indian telecom sector, since the days of BSNL and MTNL monopoly, the go-go days of mobile introduction, the rise of Bharti Airtel and the entire sector over 2000-10 with 5-6 players, the high competition over 2010-14, the consolidation over 2013-18, and the rise of Reliance Jio.…

  • Indian Telecom at Cross-Roads

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    Feb 03, 2012 – The SC judgement striking down 122 telecom licenses from 2008 is a sharp indictment on governance in Indian Telecom. First Come First Served is a poor way to award licenses. The maximum damage may be to the new Telecom operators, and to business confidence of foreign investors. The justice process has just started with…

  • IPO round up – 15th Dec

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    Punjab and Sind Bank IPO – Last day The subscription for P&S Bank on 15th was QIB 50 times, HNI 23 times and Retail 8.4 times – huge over subscription !! Retail can easily go up tomorrow to 25-30 times – sounds like a repeat of MOIL in terms of over subscription The offer is…

  • Bharti Airtel – CMP:331 – 2 years target 800 – Invest

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    Bharti Airtel is a bit of an enigmatic company. Emerging from humble origins, it has risen rapidly in the last decade to be today the largest telecom company in India by subscribers, revenues and profitability. Leaving in its wake the famed business houses of India. It is #7 in India in market cap. I first…