Discover and read the best of Twitter Threads about #Telecom

Most recents (24)

#Pharol ticker (símbolo) #PHR cotiza en el PSI20 #Lisboa #Euronext

Cotiza a 0,0915€ la acción y se podrán vender a más de 1,14€ 💹

Es la máxima accionista de la empresa de telecomunicaciones brasileña #OIBR3

400.000 kilómetros de fibra óptica 🌐

#Pharol es la máxima accionista de la empresa de telecomunicaciones brasileña Oi, cotiza en 🇧🇷 Brasil bajo los símbolos (tickers) #OIBR3 "acciones ordinarias" y #OIBR4 "acciones preferenciales" y en el #NYSE 🇺🇸 bajo el símbolo $OIBR.C es el ADR, 1 OIBR-C equivale a 5 #OIBR3
Para poder invertir en acciones de #Pharol ticker #PHR sólo necesitáis tener abierta una cuenta de valores. La podéis abrir en vuestra entidad de confianza (en vuestro banco de toda la vida), es un proceso muy sencillo.

Me gustan @ING_es @Openbank @Bankinter @BBVA @degiroeu
Read 13 tweets
#Cabinet briefing by Union Ministers @AshwiniVaishnaw and @ianuragthakur, today

Live From ⏰ 3 PM

🎥

@RailMinIndia @airnews_mumbai
📡Live Now 📡

Union Ministers @AshwiniVaishnaw and @ianuragthakur briefing the media about today's #CabinetDecisions

Watch
#Cabinet approves Production Linked Incentive (PLI) Schemes for Auto Industry, auto component industry, Drone Industry to enhance India's manufacturing capabilities

- Union Minister @ianuragthakur

Live Now
Read 11 tweets
As someone who opposes Islamophobia, why should I vote strategically for a party that drafted a dog-whistle bill around it or that voted for it, over the NDP who didn't?

#Islamophobia #Elxn44 #cdnpoli
As someone who supports labour organizing, why would I vote strategically for a party who doesn't want to strengthen labour laws to support workers during strikes and lockouts, when the NDP does?

#canlab #strike #Elxn44
As someone who wants trade deals that are good for Canada and Canadian workers and don't contain harmful ISDs and respect our sovereignty, why would I vote strategically for any party who undermines that? #trade #cdnecon #Elxn2021
Read 17 tweets
**New publication alert**
What could happen to communication networks if a large #earthquake happened in the SF Bay Area, along the Hayward fault? 📞📱☎️📳
The new #HayWiredScenario chapter on telecommunications & ICT asks “what if” & explains why we should #TextNotTalk Map depicting SCENARIO distribution of shaking severity in a
Using proxies including power shutoffs, wildfires, & other earthquakes to model what happens to #telecom in a #HayWiredScenario, they found vulnerabilities in power service, cell sites on buildings and poles, and data lines crossing the fault surface rupture. Map of the San Francisco Bay region, California, showing fib
Contributing to the issue are multiple competitive service providers in a largely unregulated industry, convergence of analog and digital systems, layers of hardware and software functionality, dependence on electric power, and the rapid evolution of technology. Photo showing co-located electrical and telecom infrastructuThese photos show repair dependence between telecommunicatio
Read 9 tweets
BTG Pactual se lleva la subasta de #InfraCo #OIBR3 $OIBR.C #Pharol #Pharol

Finalmente BTG Pactual se quedará con el 51% de #InfraCO y Oi con el 49%.

Desembolsará R$12.900 millones.

Red de fibra óptica de 400.000 kilómetros e inversiones por valor de R$20.000 millones.
R$9.800 millones serán desembolsados por BTG Pactual para la adquisición/suscripción de acciones de #InfraCo y los otros R$3.100 millones serán destinados para formar parte del capital propio de la nueva empresa.
Se ejecutará antes de fin de año. Un hito más en la transformación.
El plano continúa cumpliéndose escrupulosamente en lo que será considerada la mayor transformación y "turnaround" de una empresa brasileña. Rodrigo Abreu está haciéndolo de matrícula de honor.

En bolsa se hace dinero comprando acciones baratas con un futuro brillante/halagüeño.
Read 18 tweets
On May 26th @StateBank_Pak released #Pakistan's disaggregated #trade statistics for April '21. We now have 10 months of the FY21. Some analysis in #thread below. 👇👇👇
#Pakistan #exports of #goods & #services grew by 6.2%., surpassing the US$25 billion mark. (2/n) Pakistan exports of goods and services, first 10 months of F
By #destination: substantial increases of shipments to #China and the #USA. Stability with #Afghanistan, and contractions in shipments to #UAE.

[#export growth to China and USA is confirmed by mirror data analysis] (3/n) Pakistan exports by destination, in million USD. (source SBP
Read 10 tweets
#Telecom #BandaLarga #Fibra
É cada vez mais evidente a movimentação do setor rumo à consolidação de provedores de banda larga. Isso evidencia a grande atratividade do negócio e forte demanda por infraestrutura de ponta, notadamente fibra optica. Oportunidades chegando.

Segue...
Pelos rumores e até por um protocolo recente para IPO, acredito que surgirão oportunidades interessantes de investimento nos próximos meses. Como sou acionista da #OIBR3 e trabalho na área, tenho especial interesse em me especializar no setor e colher frutos com isso.
1) Unifique: Provedor de pequeno porte, atua na região sul e pediu registro de IPO por agora:
telesintese.com.br/unifique-pede-…
Read 16 tweets
#PIP Western(& Indian?) foreign policy experts and foreign trade negotiators, believe that the economics of merchandise trade, is the same as the economics of patents/intellectual property and the economics of the digital economy, because they are clueless about the last two! p
2/pip Intellectual Property (#IPR): The public economics of #Patents clearly shows that the optimal length of a patent depends on two opposing effects. Greater duration increases the profits from innovation, but patents slow use of new tech & discourge further innovation...2/
3/pip Optimal patent length is diff for diff econ's & diff for diff industries(proved empirically). Optimal length is V diff for developed cntrys(US, EU) than for EMEs(India, Brazil, SA). There's no ec justification for US/EU imposing its view. Int rules must split the diff...4/
Read 8 tweets
#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Read 9 tweets
#industowers
Mkt leader telecom tower space in India, 95801 towers ~16% industry ,post merger 1,70,000 towers ,29% mkt share
Rev up 5.4% QoQ 37 bn,Rental up 3.4% QoQ 23.3 bn post rise in tenancy rates ,tenancy addition, energy rev up 9% 13.8 bn ,Ebidta margin down 130bps
#telecom
PAT up 4% 7.3 bn
Net tenancy up 2116 vs decrease 365 in Q1 to 176332
5g infra rollout require dense network, however 5g more asset light, faster rollout,increase profitability
WFH ,Digitization,increased data consumption will sustain growth going fwd
@airtelindia @reliancejio
Tenancy addition 2116 location is highest past 13 quarters
Post merger shareholding- Airtel 36.7 ,VIL 28.2 ,Providence 3.25 ,remaining public
Energy Ebidta loss due to operator shift from fixed energy to pass through model
Tenancy addtn to remain steady post Agr case
#telecom
Read 7 tweets
Lots of people are sleeping on one the biggest things @quant_network is currently involved in-ODAP (Open Digital Asset Protocol).

So what is exactly #ODAP and why this makes $QNT one of the most significant and, regarding #crypto mcap, undervalued projects?

Time for a THREAD⬇️
1/ODAP is the protocol for communication between gateways, primarily with an enterprise focus.
So banks, central banks etc. would run a gateway in Overledger Network and ODAP would be the protocol for gateways to communicate with each other in a secure and trustless manner. $QNT
2/ #ODAP Interfaces are the open source connectors that will connect a gateway to #blockchains and any existing network / API. That is based on the standards from work done at ISO TC 307 which 57 countries are working towards.
$QNT CEO Gilbert Verdian is the founder of TC307.
Read 13 tweets
@subex concall transcript Q2fy21

Revenue 933 vs 857 mn yoy, growth 9%
Ebidta up 23%, 254 vs 207 mn yoy
PAT 123 vs 63 mn yoy
Capital reduction exercise complete, shares relisted with FV 5
Project delivery delays due to challenges of remote working
#subex #telecom #IOT #nifty
Business front,telcos in Africa,EU tightening their purses,however longterm investment & exploration in 5G,Iot progressing well
IoT security side resumption of business talks stuck post March
Focus on Digital trust,Suresh Chintada new CTO
Digital trust lab to look at new tech like post quantum cryptography, homomorphic encryption, Blockchain

Tech mahindra deal to cooperate in Blockchain,to cover used spaces around digital trust area with our blocking solutions around their platform
@TechMahindraIES
Read 14 tweets
#PLISCHEME #GOI
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel

Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
Pli scheme aimed to reduce dependence on China,give incentive on products mftd in India, increase employment by focusing on labor intensive industries like mobile equipment,#pharma,medical devices
In March #goi made 53 drugs eligible for pli worth 6940cr ,benefit 136 mftg units
14000 cr package incentivise #API production & medical devices mfg
3240 cr to promote medical devices mft
Pli for electronics & mobiles,incentives of 4-6% to mft mobiles & other electrical components such as transistors,diodes,resistors etc
#Telecom #mobile #Nifty #sensex
Read 10 tweets
#Abiy's war is against the people of #Tigray, not against #tplf nor handful #tplf 's higher officials as the pathological liar in #PM office kept telling to westerners! No ifs and buts about this.

Let's start with the renowned #Oromo scholar Prof. Ezekiel's argument 👇👇👇 1/n
Before the invasion:

#SayNoToWarOnTigray #SayNoToWarEthiopia

Systematic retirement of Tigrean Generals and Colonels, non-politicians, from the national army since day one in his office (April 2018).

Moving troops from all parts of Ethiopia to Tigray border for weeks. 2/n
#SayNoToWarOnTigray #SayNoToWarEthiopia

Evacuated troops from Guliso; Western Wellega an area under command post to protect civilians at danger from rebels (Oct-31-2020)...3/n
Read 13 tweets
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets
H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS

& H2 is seasonally better

Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:

#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :

Result: bseindia.com/xml-data/corpf…

Presentation: bseindia.com/xml-data/corpf…

PressRelease: bseindia.com/xml-data/corpf… ImageImageImageImage
Read 17 tweets
@LltTomar Lalit,thanks for doing this poll.

Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.

Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.

Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0 subex.com/press_release/…

In same year,Aug2017, #Subex did a major restructuring of business

Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP

Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
Read 14 tweets
How to with a BREAKUP, Google?...

A Thread 🧵🧵on Allegations on Google by US Govt.

@Abhishekkar_ @FI_InvestIndia
@Sanjay__Bakshi @dmuthuk @ipo_mantra @RichifyMeClub @Rishikesh_ADX @FinKrypt @Vivek_Investor @join2manish #scamdemic2020 Image
The Department of Justice (DOJ) in the US has filed a lawsuit against Google, which could potentially break-up the company.

#Google #Commission #StockMarket #USA #DOJ #Scam1992 Image
But, why the case?

The Government alleges that Google is using unlawful tactics to maintain its dominant position in the search and online advertising market.

#DigitalMarketing #MarketingDigital #marketingtips #Scam1992TheHarshadMehtaStory Image
Read 11 tweets
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
Read 22 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
《AGR Dues Case》

Justice Arun Mishra led bench of the Supreme Court to hear the adjusted gross revenue (AGR) case & is likely to give an order on allowing telecom companies to make staggered payments over a 15 year time period

#agrdues
#SupremeCourt
@VodafoneIN
@airtelindia
SC had on July 20 reserved its order on permitting telecom companies to make staggered payments over 15 years.

Vodafone Idea has to pay a balance of Rs 50,399 crore, while Bharti Airtel's outstanding amount is Rs 25,976 crore, said Solicitor General Tushar Mehta.
Regarding timeline of payment: Centre sought a 20 year period for payment of dues. Senior Adv Mukul Rohatgi appearing for Vodafone had agreed for 15 year period whereas TATA and other stakehokders agreed for a ten year period.
Read 29 tweets
Choosing the right tech stack is one of the most important decisions when building a software product.

The ability to scale quickly depends on many factors but having the proper tech stack may be the most important one.

(Thread) 👇
1/ Tech stacks not only impacts the scalability in terms of performance but also provides flexibility and agility to evolve the product, eases the development of ecosystems, and attracts and retains talent.
2/ I am sharing in this thread, some of the components of our tech stack at @intraway that are working great for us.
Read 16 tweets

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