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Thread for AAP Ka News #E100 - 27th July 2022

Add your news articles & links to the last post in this thread

#aapKaNews #aap #News #spaceshost #spaces

@phani_nath @Randhr602 @Gokul_kool @RupamCh81732018

#thread : post 1 / n
#StateAssembly 2021 meetings: #Punjab, #Haryana among poor performers with only 14 meetings in a year

In 2021, 29 state Assemblies met for an average of just 21 days
KL (61),Odi (43) KA (40) Trip (11), PJ(14), HA (14), UK (14), & DL (16)
tribuneindia.com/news/punjab/st…
@Vibha_Tribune
#5GSpectrumAuction underway; 4 companies in fray for airwaves worth Rs 4.3 lakh crore
Billionaire #Ambani’s Reliance Jio, Bharti #Airtel, #Vodafone Idea & a unit of billionaire #Adani’s flagship Adani Enterprises are in race to bid for #5G spectrum
tribuneindia.com/news/business/…
Read 33 tweets
#Airtel outpaces #Jio & #VodafoneIdea in subscriber additions this year



By @jainrounak businessinsider.in/business/telec…
Image
The Indian #telecom landscape is heating up once again with the #5GSpectrum auctions just a week away. But, there’s a quiet battle for subscribers going on in the background and #Airtel seems to be taking the lead for the year.
According to the Telecom Regulatory Authority of India (@TRAI) subscriber data, #Airtel has added a little over 6.4 million subscribers in 2022 (until May), while its rivals #RelianceJio and #VodafoneIdea have both lost nearly 7 million each.
Read 7 tweets
A mega thread of threads 🧵of business / industry events we have covered so far..!! (Will be contiguously updating as and when)

Events means something of significant nature have strong impact on Co / Sector

Like Retweet Follow Share if you find valuable

#investing #StockMarket
A quick thread 🧵on Single Use Plastic Ban starting from July-22.

What it means for packaging & paper sectors?
Whether its threat or opportunity?



#plasticban
Read 12 tweets
What are the key growth triggers for Bharti Airtel ? Shall we do a thread ?? 🧵 #airtel

Let's go...
#bhartiairtel
(1/n) You would have observed in general, you telecom bills have gone up ?
They have taken price hikes and passed on the pressure to customer. While you may think, there is low cost of switching.. but what are the alternatives ?
These rate hikes are targeted to go north of 200, currently around 160+ for Airtel
Read 11 tweets
.@Google has said that the tech giant will remain committed to accelerating growth in India’s digital ecosystem. 📈

@GoogleIndia @sundarpichai
The tech giant has been investing in India’s digital ecosystem with the help of the #Google for India Digitisation Fund, investing a total of upwards of $5 Bn in @reliancejio and @airtelindia. 💰
#Google invested about a billion dollars in Bharti #Airtel in 2022, acquiring a nominal stake in the telecom player while also putting a part of the investment towards smartphone affordability programs. 📲

@Google @GoogleIndia @airtelindia @sundarpichai
inc42.com/buzz/after-bac…
Read 5 tweets
Telecom companies in India earn the lowest per user📱

🇮🇳 India $1.9
🇮🇩 Indonesia $2.8
🇨🇳 China $6.8
🇹🇭 Thailand $6.9
🇲🇾 Malaysia $13.9
🇸🇬 Singapore $17.0
🇺🇸 USA $36.7
🇨🇦 Canada $42.7

Why is this so?⤵️
It is because the cost of internet, data and calling services in India is very low since the arrival of
@reliancejio

It also means that in the coming years Telecom companies may increase this revenue 🚀

#Airtel #vodafoneidea #Jio
➡️To get the maximum benefit of this growth, find the best pick among telecom sector on ticker.finology.in/sector/telecom…

#Reliance
Read 3 tweets
What if stocks could talk to each other? 🤔
- but, only through memes 😉

Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets

#SBI to #YesBank - Image
#AdaniGroup to #ITC -
(3/8)
Read 9 tweets
#PayTmIPO #Paytm This will be a long tweet but worth your time it will help your investment decisions.
Before comments on #paytm I will rewind to 2008 I was heading institutional broking of large broking house with half a million clients and over 2000 offices across India,
Largest public issue #Rpower #reliance brand untill that point most trusted company among retail investors, IPO band was between ₹400-450 company wanted me to promote this issue, my answer was clear NO, I did not see any fundamentals matching I simply said #rpower has no fuse
Close to 14 years period of vanavas of lord ram still the share is trading around ₹14.
“The more you want something to be true, the more likely you are to believe a story that overestimates the odds of it being true” ~M Housel
Markets were at the peak when issue came and by end
Read 19 tweets
🌟Looking forward to #MuhuratTrading?

🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁

🌟#InoxLeisure

💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries

💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 tweets
#ZOMATO 🍅

Target Achieved 132.25 🎯- and going for more 💰💰 Image
#TATAMOTORS - Melting like ice cream 🍨 Image
Read 4 tweets
Recently #SunilMittal of #Airtel was ruing the possibility that India may end up with just 2 mobile operators from a dozen earlier. Forget the govt scam, he needs to remember that each of them contributed to this situation with idiotic policies. Let me share for his education.
In the beginning we customers could connect to whichever operator had good network in a place by paying a higher roaming/interconnection charge. This meant that everybody did not have to invest in infra everywhere & instead could have invested the money to expand coverage, speed
connectivity etc. But no they stopped that & if they had a poor infra in a place they invested money duplicating infra. Then they personally invested in these infra & rented them to their own companies & they individually got richer & RICHER while the company's became poorer.
Read 8 tweets
Airtel is a big deal in Africa.

Bharti #Airtel may be fighting an uphill battle to safeguard its premier position in the Indian telecom hierarchy. But its subsidiary in #Africa has been on a relentless uphill climb since it began operations there a little over a decade ago.
#AirtelAfrica is one of the three largest telecom operators on the continent. As of 2020, it provides voice services to 110.6 million customers and data services to 35.4 million customers.
With $3.4bn in turnover in the last FY, the Africa business was spun out and listed on the London and Nigerian stock exchanges.
Read 6 tweets
Here’s how the latest #SpectrumAuction may affect your mobile phone bills and quality of service

businessinsider.in/business/telec…

By @jainrounak
@jainrounak The 2021 spectrum auction witnessed participation from #RelianceJio, #Airtel and #Vodafone Idea, with Jio emerging as the biggest bidder, accounting for nearly two-thirds of the total spectrum sold in the auction.

#SpectrumAuction
@jainrounak How much spectrum the companies add to their existing kitty, and how much they pay for it, has a direct impact on your mobile bills, and the offers that you get as a prepaid customer.

#SpectrumAuction
Read 9 tweets
So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
As per many publicly available research, The Communications Platform-as-a-Service (CPaaS) Market was valued at USD 4.54 billion in 2020 and is expected to reach USD 26.03 billion by 2026 and register a CAGR of 34.3% during the forecast period (2021 - 2026).
Read 21 tweets
@airtelindia #Airtel #Q3marketupdates
Q3fy21 Highlights

Highest ever cons quarterly rev 26518 cr, up 24.2% yoy

India business highest ever quarterly rev 19,007 cr, up 25.1% yoy

Mobile services India rev up 32.4% yoy led by improving realizations,strong customer addn
Airtel Business rev up by 9.2% yoy back of strong demand for connectivity and solutions

Digital TV business strengthened leadership position

Cons EBITDA 12178 cr
EBITDA margin at 45.9%, up 464 bps yoy

India business EBITDA 8,589 cr EBITDA margin 45.2%; up 594 bps YoY
Cons EBIT 4665 cr ,EBIT margin 17.6%
India EBIT margin 12.7%
Cons Net income (after exp items) 854 cr
Industry leading operational indicators, strong business momentum 4G customers up 12.9 mn for Q3 to 165.6 mn
Mobile ARPU 166 vs 135 Q3’20
Read 4 tweets
Trading in the top three equities namely #AccessBank Plc., #ZenithBank Plc., and #AXA Mansard Insurance Plc. (measured by volume) accounted for 1.439 billion shares worth N13.881 billion in 2,972 deals
#NigerianStocks unsurprisingly recorded impressive gains W/W, as #investors increased their buying pressure, especially #NSE30 stocks that include #Dangote, #Airtel, and lately #Guinness
#Nigerian’s crude, selling at $51/barrel, kept stocks rally up. #Stock experts anticipate the present bullish run currently playing at #Africa’s best-performing #equity market will remain long term, albeit alongside #profit-taking seen lately at its last trading session
Read 4 tweets
ಭಾರತ ಸರ್ವನಾಶವಾಗುತ್ತಿದೆ ಅಂಕಿ ಅಂಶ ಸಾಕ್ಷಿ ಸಮೇತ ನೋಡಿ ಆದ್ರೆ ಭಕ್ತರು ಬಾಯಿಬಡಕೊಳ್ಳತಿರೊದು ದೇಶ ಸುರಕ್ಷಿತರ ಕೈಯಲ್ಲಿದೆ, ದೇಶ ಸುಭಿಕ್ಷೆಯಾಗಿದೆ.
#ಭಾರತದ ಸಾಲ ಸುಮಾರು 500+ ಬಿಲಿಯನ್ ಡಾಲರ್‌ಗಳು
#Vodafone ನಷ್ಟ 50 ಸಾವಿರ ಕೋಟಿ
#Airtel ನಷ್ಟ 23 ಸಾವಿರ ಕೋಟಿ
#BSNL ನಷ್ಟ 20 ಸಾವಿರ ಕೋಟಿ
#MTNL ನಷ್ಟ 755 ಕೋಟಿ
1/9
#ಬಿಪಿಸಿಎಲ್ ನಷ್ಟ 750 ಕೋಟಿ
#ಸ್ಟೀಲ್ ಅಥಾರಿಟಿ ಆಫ್ ಇಂಡಿಯಾ ನಷ್ಟ 286 ಕೋಟಿ
#ಏರ್ ಇಂಡಿಯಾ ನಷ್ಟ 4600 ಕೋಟಿ
#ಸ್ಪೈಸ್ ಜೆಟ್ ನಷ್ಟ 465 ಕೋಟಿ
#ಇಂಡಿಗೋ ನಷ್ಟ 1062 ಕೋಟಿ
#ಬಿಎಚ್‌ಇಎಲ್ ನಷ್ಟ 260 ಕೋಟಿ
#ಇಂಡಿಯಾ ಪೋಸ್ಟ್ ನಷ್ಟ 15 ಸಾವಿರ ಕೋಟಿ
#ಜಿಎಮ್ಆರ್ ಇನ್ಪ್ರಾ ನಷ್ಟ 561 ಕೋಟಿ
#ಯೆಸ್ ಬ್ಯಾಂಕ್ ನಷ್ಟ 600 ಕೋಟಿ
2/9
#ಯೂನಿಯನ್ ಬ್ಯಾಂಕ್ ನಷ್ಟ 1190 ಕೋಟಿ
#ಪಿಎನ್‌ಬಿ ಬ್ಯಾಂಕ್ ನಷ್ಟ 4750 ಕೋಟಿ.
#ಆ್ಯಕ್ಸಿಸ್ ಬ್ಯಾಂಕ್ ನಷ್ಟ 112 ಕೋಟಿ
#ಜೆಪಿ ಕಂಪನಿ ಮುಳುಗಿದೆ
#ವಿಡಿಯೋಕೋನ್ ದಿವಾಳಿಯಾಗಿದೆ.
#ಏರ್‌ಸೆಲ್ ಮತ್ತು ಡೊಕೊಮೊ ಮುಳುಗಿದೆ.
#ಜೆಟ್ ಏರ್‌ವೇಸ್ ಮುಚ್ಚಿದೆ
#ವಿಮಾನ ನಿಲ್ದಾಣಗಳನ್ನು ಅದಾನಿಗೆ ಮಾರಲಾಗುತ್ತಿದೆ.
#ರೈಲ್ವೆ ಇಲಾಖೆ ಮಾರಾಟಕ್ಕಿದೆ.
3/9
Read 10 tweets
आजच्या थ्रेडमध्ये #Airtel ने #oneweb सोबत केलेल्या ऐतिहासिक डीलबद्दल जाणुन घेऊया..ज्यामध्ये ही डील नक्की काय आहे, #Satellite_internet,one web बद्दल सविस्तर माहिती,Airtel च भविष्य,#jio,#brexit,satellite internetमध्ये गुंतलेली नावे,#sharemarket..हे जाणुया..#म #धागा @dreamzunite
#bhartiairtel ने ३० जुलै २०२० रोजी #One_web या UK-based company ची‌ ऐतिहासिक ४५%‌‌ भागीदारी जिंकली..यामुळे येणार्या काळात जगभरामध्ये डिजीटल उत्क्रांती येणार अशी‌ चर्चा आहे.One web ही Satellite मार्फत दुर्गम व अतिदुर्गम भागात इंटरनेट पुरवण्याचे काम करते.२०१०-२०११ मध्ये स्थापना
झालेली ही कंपनी असुन यांचे लक्ष आहे जगात प्रत्येक ठिकाणी (डोंगर,जंगले,बेट सुद्धा!!) कमी किंमतीत उच्चप्रतीचे इंटरनेट पुरवणे.
त्यासाठी ही कंपनी जवळपास २५०० satellite सोडणार असुन त्यामुळे Mega-constellation पद्धतीचा वापर होणार आहे..प्रथम आपण Mega-constellation बद्दल जाणुन घेऊ..
Read 14 tweets
@airtelnews @Airtel_Presence @airtelindia recharge done, but not reflecting. Pls update asap. #Airtel
Why it is showing 8 hours to confirm ? #DigitalIndia @TRAI
Had recharged using #AirtelThanks app. Is that #Fake ?
Read 3 tweets
#JustIn | Supreme Court says telcos to pay #AGR dues in 10 years

#AGRverdict
#AGRverdict | Supreme Court asks #Airtel, #Vodafone Idea and others to pay AGR dues over 10 years - by @jainrounak

businessinsider.in/business/telec… Image
@jainrounak #AGRverdict | The Supreme Court delivered the adjusted gross revenue (AGR) case verdict today, asking Airtel, Vodafone Idea and other telecom companies to pay their dues over a 10-year period.

Read more here on #AGRcaseverdict here: bit.ly/2EI4BVS Image
Read 5 tweets
SELL #BHARTIAIRTEL CMP 525.55, Might be a Go-Goa-Gone case!
T1-454, T2-396

Views negated above 600!
I hope i am wrong!🤞
#stockstowatch
#BhartiAirtel: 454, Target 1 done
😇
#Bharti #Airtel
Read 3 tweets
@airtelindia can chose to clarify this publicly without asking me to shoot a DM or they can choose to be silent and send me an automated message like you always used to do. I noticed reduced 4G speeds always and nothing seemed to improve. After a few days of..(1/n)
..constant calls and emails, their customer representative came on call and told me Puducherry doesn't have proper 4G network towers for Airtel and they are constructing the same and that's why there were network + data speed issues. Then today I received a message..(2/n)
...that you have upgraded 4G network and it will be much better. Then if you didn't have the necessary infra to deliver what was promised as a network provider, why did you charge us full for the whole past 1.5 to 2 years ? Why can't you have a proper customer support ?..(3/n) Image
Read 7 tweets
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat
Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea
Read 9 tweets
Telecom AGR hearing commences in the #SupremeCourt. Sr Adv Mukul Rohatgi starts by referring to the accounts of #Vodafone-Idea for the last 10 years.

Court had on last date asked telecom firms to submit their profit & loss accounts.
Total revenue was around 6 lakh crore in the last 10 years and after deducting expenses etc, #Vodafone, as on date, has a incurred a loss of Rs 1 lakh crore: Rohatgi tells a bench headed by Justice Arun Mishra.
Rohatgi, for #Vodafone-Idea: "It is completely wiped out, including the equity. We have nothing left now."

#SupremeCourt asks what's their provision for contingent liability.

Rohatgi says they had won the AGR case in TDSAT & so no contingency account was made.
Read 17 tweets

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