Discover and read the best of Twitter Threads about #jio

Most recents (24)

As promised I am now posting details on #RIL #JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose
Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL #JIO #RelianceRetail know the scale and future ahead
Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.
Read 32 tweets
All the Telecom players should black out #Punjab and close down all towers.
Internet services should be suspended in #Punjab too till the Congress Goons looting #JIO towers surrender.
Like @Republic is being targeted so is @reliancegroup @AdaniOnline being targeted.
The targeting of some corporate houses seems to be a conspiracy to derail Indian economy. Apple plant was vandalised and a SFI conspiracy was unearthed.
Attempts are being made to weaken India. Similarly #Rafel was targeted.
People should realise @RahulGandhi is (Continued)
Rahul Gandhi is behind the biggest name in this conspiracy to weaken Indian economy and attack Indian Corporates and defence purchases.
We all should be vigilant. Also only some corporate houses are being targeted.
Read 4 tweets
Reliance Jio Customer Torture Service is the worst customer outreach program in existence.
My big mistake porting my mobile number from BSNL (another Jio success story in turning a great public facility to dust) to Reliance Jio network. @reliancejio @reliancegroup #Jio 1/n
I got an SMS on a Saturday afternoon before an extended weekend informing me that there was small unbilled amount with my previous service provider BSNL & hence Jio is disconnecting my services. Immediately my phone lost signal & network. Not even SMS or OTP possible 2/n Image
Although my credit card and debit card are blocked due to the OTP block, I managed to pay dues to BSNL.
When you follow the link in the SMS to update payment details, it asks you for an OTP (which of course you can't get because SMS is blocked
You need OTP to activate OTP! 3/n Image
Read 4 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
Can #Reliance be India's first trillion dollar company? I think so.
#Reliance and #Jio need #Airtel and #VIs survival. Jio play is not just telecom, its a launching pad for more incremental services and tech products for Indian masses. Yes, Jio wants to retain its leadership in the sector but survival of other two operators means more business
for Jio's incremental products. More internet users = More users = More money for Jio Applications and Products. Both Airtel and VI cannot compete in this area, they have zero plans to become a tech product company where that's Jio's ultimate play
Read 14 tweets
Weekly Financial Recap (Part 1)

~@PaytmBank launches Credit Card 💳
~🔬 @intel sells Nand to SK Hynix
~@PayPal launches Trading in @Bitcoin 💹
~Jio launches web browser (@JioBrowser)🌐
~Adidas to sell @Reebok 👟

@dmuthuk @FinKrypt @FI_InvestIndia #StockMarket #scamdemic2020
~Jio & Qualcomm start trials for 5G.📱
~@altbalaji acquires 17.5% stake in Tring📺
~GoodGamer Raises $2.5 million 💰
~Micromax Launches new mobiles📱
~Signzy raises $ 5.4 million 💰

@VidyaG88 @trdessai @FinMedium @ipo_mantra @latha_venkatesh #Scam1992 #market #Investment #jio
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
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
As a party of the farmers, @Akali_Dal_ cannot support anything which goes against the interest of the ‘annadata’ in the country, especially in #Punjab. So, we opposed the Essential Commodities (Amendment) Bill 2020 in #LokSabha today. 1/4
.@Akali_Dal_ has always championed the cause of the #farmers and has made supreme sacrifices to safeguard their interests. That legacy can’t and will not be compromised or diluted, no matter what price we have to pay. 2/4
The govt has erred grievously in not taking stake holders–farmers & their organisations – on board. @Akali_Dal_ representative in Cabinet @HarsimratBadal_ had raised objections and had requested that the Ordinances be put off. But that not happened. 3/4
Read 4 tweets
अंबानीचं जीओ लाॅंच करण्यामागे सगळ्यात मोठ्ठ कोणत कारण असेल तर..भारतीय जनता पार्टी व नरेंद्र मोदी यांचे देशाच्या सामाजिक माध्यमांवर एकहाती वर्चस्व.
पुर्वी इंटरनेट,काॅलींग, वापरणे असो किंवा मेसेजेस पाठवणे असो..लोक १० वेळा विचार करायचे(रेट)
परंतु नंतर जगाच्या खांद्याला खांदा लावुन चालायच(?) म्हणुन इंटरनेट क्षेत्रात उत्क्रांती झाली आणि ५ सप्टेंबर २०१६ ला #jio लाॅंच झालं.सुरूवातीला आयुष्यभर फ्री काॅलींगची सुविधा असा वादा केलेल्या jio ने पलटी मारली व लोकांना आपलं व्यसन लागण्यापुरतं फ्री देऊन आता charges लागु केले आहेत.
हीच scheme सरकारने जन-धन योजनेत आणि गॅसच्या सबसिडी जमा करण्याच्या योजनेत वापरली.. सुरूवातीला सबसिडी जमा झाली आणि आता जमा करणं बंद केला.असो..
सगळ्यात महत्त्वाचं म्हणजे जीओ आलं आणि २ महिन्यांनी(८ नोव्हेंबरला) भारतीय अर्थव्यवस्थेच्या मणक्यावर वार करणारा निर्णय घेण्यात आला, नोटाबंदी!
Read 13 tweets
[25 YEARS of Indian Internet]: #OnThisDay in 1995, the first public internet line was launched in India. From #VSNL to #Jio: A trip down memory lane of internet connectivity in India.
#IndependenceDay @GoI_MeitY @rsprasad #IndependenceDayIndia 🇮🇳 #15August
yourstory.com/2020/08/indepe…
On August 15, 1995, the public internet saw the light of day when the govt-owned Videsh Sanchar Nigam Limited (VSNL) launched the Gateway Internet Access Service. It gave the average Indian their first taste of the World Wide Web.

Who remembers the VSNL dial tone? #15August Image
The government's broadband policy in 2004 marked the first accelerated growth phase in internet connectivity in the country.

Read more at: yourstory.com/preview/2020/0…

#IndependenceDay 🇮🇳 #August15 @_DigitalIndia @GoI_MeitY #IndependenceDayIndia 🇮🇳 #15August Image
Read 7 tweets
SC bench led by Justice Arun Mishra begins hearing the matter related to payment adjusted gross revenue (AGR) by telecom companies.

On August 10, SC sought Centre's response on whether Telecom Spectrum can be sold/auctioned in the insolvency proceedings faced by the teleco's.
Senior Advocate Shyam Divan for RCOM Resolution Professional commences his arguments.

Senior Advocate Harish Salve appears for SBI along with Advocate Ranjit Kumar.

#agrcase #agrdues
Divan: Ericsson filed application under Section 9 for insolvency.

Ericsson agreed to settle for 550 cr instead of pending 1500 cr, he says.

@RCommCare #AGR #agrcase
Read 21 tweets
German GDP down 10% in June qtr

France down 14%

Singapore minus 41%

#USGDP minus 32.9%,as per advance estimates

#COVID has inflicted universal damage--fall in India will be relatively lower&cushioned by good agri growth

Even when March qtr GDP grew 3.1%,#AgriGrowth was 5.9%
Besides Farm sector,thx to Banking clean-up,by @narendramodi govt, #Banks are doing well too

#SBI reported 81% jump in net profit at Rs 4189Cr

Yes,there was one time gain of 1540Cr--But even without this,profit grew by 15%& #NII by 19%

#GrossNPAs fell from 6.15% to 5.44% QoQ💪
#NetNPAs of #SBI fell from 2.23%,to 1.88%,in June2020 qtr

Improvement in #AssetQuality of SBI is good news&this,despite providing for #COVID19India related losses

SBI made Covid related provisions worth 1836Cr inJune qtr

Total provisions against Covid related losses are 3008Cr
Read 13 tweets
Reliance Industries Q1FY21 - Strong

Revenue down 42%, EBITDA down 13% but Net profit jumps 32% YoY as RM cost down by 50% and stock purchases cost down by 68%.

#Q1FY21 #Reliance @flameoftruth
Petchem & refining contribution to total revenue down from 75.28% in Q3FY19 to 67.28% in Q3FY20 to 61.07% in Q4FY20 and finally to 53.56% in Q1FY21.

Digital and Retail contribution to total revenue up from 23.19% in Q3FY19 to 30.08% in Q3FY20 and finally to 39.47% in Q1FY21.
Press Release Takeaways -

SUCCESSFULLY COMPLETED INDIA’S LARGEST EVER RIGHTS ISSUE, OVERSUBSCRIBED BY 1.59 TIMES

RECORD QUARTERLY EBITDA OF RELIANCE JIO AT ` 7,281 CRORE

RELIANCE RETAIL LAUNCHES E-COMMERCE PLATFORM JIOMART ACROSS 200+ CITIES
Read 12 tweets
OnePlus has always had my attention thanks to its wonderful designs and Pre-booking marketing strategies.
#OnePlusNord

A thread
Started by couple of guys only few years back with no such financial backing, its a story to admire. India's major smartphone seller now assembles its phones in India and ships to other countries as well.
#startup #India #startups
Have committed INR 1000 Cr over the next three years with focus on R&D.
#market

Companies like OnePlus & Jio are my best hopes for starting chip manufacturing in India, which is a really expensive affair.
#Jio #OnePlusNord
Read 4 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
Things on ground are far better than gloom&doom predictions by naysayers

Amidst euphoria over #Google's investment in #Jio,let's not forget stunning results by #Infosys

Infy saw 8.5% YoY rise in revenues to Rs 23665Cr in Q1FY21

Operating margin rose to 22.7%,beating consensus!
Rise of 150bps in OPM,is great news

EBIT too was up 8.9% QoQ

Clearly,huge deal wins of $1.74 bn in June qtr,Vs 1.65bn in previous qtr,showcase how #Infosys beat #Covid blues

Digital revenue at $1,389 mln in 1QFY21,Vs $1,341 million QoQ, bodes well

Profit up 11.5%,@ 4233Cr YoY
Revenues in dollar terms fell 2.4% QoQ to $3121mln,but was lower than 5% QoQ decline,estimated by analysts

Strong guidance by management, predicting OPM in 21-23% range,for FY21,good sign

Unrelated +ve: India's $0.8bn trade surplus in June qtr,Vs $3bn deficit in March

#Infosys
Read 6 tweets
Google glass was a collosal failure

Will Jio glass fare better?

#RIL #Reliance #JioGlass #Jio
"An Indian tech giant" is what CNBC and foreign media are calling Reliance Industries

cnbc.com/2020/07/16/jio…
Reliance seen emerging as bigger threat for U.S. firms like Amazon, Walmart

Zoom faces competition from Reliance's video conferencing tool

in.investing.com/news/reliance-…
Read 3 tweets
First Virtual, 43rd Annual General Meeting (Post-IPO) of Reliance Industries Limited (RIL) begins…
#RILAGM #NayeIndiaKaNayaJosh #Jio
I strongly believe that every adversity presents multiple new opportunities – the #RILAGM itself illustrates this point. All of us are participating in it through our brand-new digital product, called JioMeet: Mukesh Ambani at #RILAGM #NayeIndiaKaNayaJosh #Jio
Since its release a few days ago, JioMeet has already been downloaded by more than 5 million users. Built by a young Jio Platforms team in just two months, it is India’s first and only cloud-based video-conferencing app: Mukesh Ambani at #RILAGM #NayeIndiaKaNayaJosh #Jio #JioMeet
Read 47 tweets
1/n Good Afternoon folks,

We will be regularly posting the Reliance AGM takeaways in this thread.

Tune in 🏔

#RelianceAGM #AGMwithJST
2/n

RIL became first Indian company to exceed a market cap of $150 billion and also cross consolidated EBITDA of 100000 Cr.
3/n

JioMeet already downloaded more than 5 million times.

It is India's first cloud based video calling software which was built by Jio Team in just 2 months
Read 33 tweets
today at 2PM
RIL AGM 2020
A. Jio:
Facebook: bit.ly/Jio_FB_RIL_AGM…

Twitter: bit.ly/Jio_Twitter_RI…

YouTube: bit.ly/Jio_YouTube_RI…

B. RIL:
Facebook: bit.ly/RIL_FB_RIL_AGM…

Twitter: twitter.com/flameoftruth)

YouTube: bit.ly/RIL_YouTube_RI… Image
Reliance Ind AGM in less than 2 hours

what are your expectations?

what would be great news - trigger for you to buy?

what would be bad news- trigger for you to sell?

or is it a non-event for you?

love to hear your thoughts...
In twitter live
at

twitter.com/i/broadcasts/1…

other platform links above
Read 12 tweets
From Samsung,to Foxconn& #Google's $10bn fund--India under @narendramodi is gaining traction,even as China's expansionism,is isolating it

From producing 8000 #PPE kits in March,to over 4.5 lakh kits daily now,#Modinomics is blending global&local

My Oped

dnaindia.com/blogs/column-s…
#Google's decision to invest 33737 Cr for 7.7% stake in #Jio,on back of #Facebook's investment of 43574Cr in April,is great news

While there's thin line between FPI &FDI,since in both cases,10% ownership threshold has not been crossed by foreign company,it should qualify as FPI
Since both #Facebook and #Google do not own 10% or more individually, they do not get voting rights or any say in management of RIL

While Reliance Jio Infocomm Ltd (RJIL),is a separate Co,it is part of RIL

Deal has been stuck with #RIL,not RJIL,which again makes it #FPI,not FDI
Read 5 tweets
A small thread based on a Whatsapp report on Specturm holdings :

Do your due diligence:

If one look at the total spectrum portfolio of #VodafoneIdea and its total worth and the expiry date and compare that with Airtel and Jio .
VIL is the market leader in holding highest quantities in 900, 1800, 2100 and 2500 MHz ranges. It holds 143, 178, 195, 370 mhz in each band. Airtel and Jio have less spectrum than VIL.

Valididity of VIL`s spectrum. Most of them has starts expiring from 2030 onwards only.
It has very less spectrum expiring in next 10 years . So their 4G spectrum capex going to be very minimal in next 15 years compared to Jio and Airtel.

But if you look at Jio which is using RCOM`s spectrum in 800 MHz band and it`s own 800 MHz is expiring in 2021.
Read 7 tweets

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