https://twitter.com/Karthicktamil86/status/1269544098077093888?t=jOvpOdaJay74XZc-DsFeaQ&s=19

Business Insider India🇮🇳

@BiIndia

#Airtel outpaces #Jio & #VodafoneIdea in subscriber additions this year

By @jainrounak businessinsider.in/business/telec…

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.

@TRAI

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

Beat The Street

@BeatTheStreet10

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?

https://twitter.com/BeatTheStreet10/status/1540980694695813121?t=OvUuggBZD-8TrNkfXgtI6Q&s=19

#plasticban

Govt allows Private Captive networks & Why its a problem for telcos ?

A quick thread 🧵

#Airtel #Jio #VI #Bhartiairtel #RelianceJio #vodafoneidea #5g

https://twitter.com/BeatTheStreet10/status/1537290059614806016?t=mTyJX4dQ5Vf5US_v2-VBaQ&s=19

Read 12 tweets

Index Daily

@index_daily

Why Mukesh Ambani is dividing the Reliance empire again?

A thread 🧵 - 1/16

#Reliance #MukeshAmbani #jio #RelianceRetail

It took Dhirubhai Ambani and the Ambani family 40 years to make Reliance the biggest private company in India. Just 1 year after his death, the biggest business in India was divided among the next generation of the Ambani family.

2/16

Dhirubhai Ambani did not leave behind a will and proper succession plan for Reliance. It was probably an error of Dhirubhai which led to this division.

3/16

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अपूर्व اپوروا Apurva Bhardwaj

@grafidon

आओ सुनाऊ तुमको #jio की कहानी...

बहुत साल पहले अक्षय कुमार की एक फ़िल्म आई थी जिसमें उनका तकिया कलाम था "एवेर्थिंग वास प्लांड" मतलब सबकुछ पहले से ही तय था "जियो" की कहानी भी कुछ इसी तरह की है #घोरकलजुग 1/n

मैं टेलिकॉम सेक्टर काम कर चुका हूँ तो इस बात को अच्छी तरह से जानता था कि रिलायंस किस तरह काम करता है उसके बिजनेस मॉडल को नही जानने वाले आज जियो की मोनोपाली पर आश्चर्य कर रहे है वो टेल्कोज के काम करने के तरीके को जानते तो इतना हंगामा नही बरपाते #घोरकलजुग 2/n

बात 2010 की है जब भारत मे 3g क्या 2g नेटवर्क भी रोते गाते चलता था #रिलायन्स मेरी कंपनी का मुख्य क्लाइंट था मैं अपने नए प्रोडक्ट को लेकर रिलायन्स के बड़े अधिकारी से मीटिंग करने जा रहा था तब रिलायंस टेलिकॉम अनिल अंबानी के ग्रुप का हिस्सा था #telcom 3/n

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Ground Zero

@GroundZeroIndia

Must Read #Thread 👇🏻

Few strategic destructions done by #ModiGovt to help two of his Corporate friends

#BSNL was not allowed to bid in for 4G so that Modi ji’s #JIO enjoys a free run

(1/8)

#AAI bids for the new airports were rejected with no reason so that Modi’s #Adani takes away all new airports

Note: Adani has no prior #aviation experience

(2/8)

#SBI was pushed to give $ 1 Bullion debt to Modi’s #Adani to purchase #CoalMines in Australia.

Takes money from Indians & makes money by selling it back with huge profits! Wah Modi Wah

(3/8)

Read 9 tweets

Rajiv Mehta

@rajivmehta19

HOW TO KILL A LION
CORPORATE STYLE

1. #PFIZER METHOD
Hire a lion, give him full rest, pay him more than his expectations, never ask for anything in the first two months. After two months tell him that you have to achieve your yearly target in 9 months.

Lion dies of fear, that if he does not achieve this he will lose the jungle.

2. *AMAZON METHOD*:
Hire a lion, give him a hell of a lot of work, pay him a fat salary, more than the industry. Restructure his job every six months, as per your fancies.

If he kills two goats a day, next day give him a target of killing 20 elephants a day while knowing that there are only 10 elephants available. Lion dies of exhaustion & overkill.

Read 11 tweets

ticker By Finology

@finologyticker

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?⤵️

@reliancejio

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

Beat The Street

@BeatTheStreet10

The next big thing to watchout in #Reliance is its foraying into financial services

Let's deep dive into it 🧵🧵

#relianceretail #jio #Reliancejio #MukeshAmbani #investing

Reliance has multiple financial services entity but most notable are :

Jio Payments Banks
Reliance Retail Finance
Jio Information Solutions

Jio payments bank can be used to convert into Small Finance Bank which can be further used for lending business

bloombergquint.com/business/payme…

Read 11 tweets

“Riseyourself” - A to Ω

@rlnarayanan

#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

Internet Freedom Foundation (IFF)

@internetfreedom

@Cisco

Revealed: IFF has its hands on 4 MoUs by the Department of Agriculture with private companies (including @Cisco, @ITCCorpCom, #Ninjakart & @reliancejio) on implementing pilot projects re: 'Digital Agriculture'.

We have the details, and the analysis ⬇️ 1/8
internetfreedom.in/algorithms-in-…

@Cisco

.@Cisco will, among other things, provide the Dept. of Agriculture with software like the 'Smart Agriculture Platform' that integrates sensor & satellite farming data into a single dashboard. ICT and IoT tech will soon become a reality in farming. 2/8

agricoop.nic.in/sites/default/…

The MoU with #NinjaKart, on the other hand, promises to use algorithm based tech, #machinelearning and image recognition to help with agricultural market creations and 'increase efficiency'.

The product: a 'AgriMarket place Platform' (AMP) 3/8

agricoop.nic.in/sites/default/…

Read 9 tweets

Bharat Putri भारत पुत्री ભારત પુત્રી🇮🇳

@Bharat_putri2

@Facebook

This is a @Facebook page, this is a troll account, its name itself is very derogatory for all Hindus. Bhakti means the path of loving devotion to a particular god or deity, which, it is believed, leads to salvation or nirvana.facebook.com/BHAKTIYAPA/

Comparing the DEMOCRATICALLY ELECTED GOVERNMENT'S Prime Minister with a DICTATOR. If PM is really a dictator, this page would be non existent.

A common person, who was very poor became the PM, some boot lickers of the QUEEN are not accepting till today that they are not in the government today. Also, fraud #SonuSood is hero for them.

Read 15 tweets

Aditya Gund

@AdityaGund

असे उभे राहिले 'जिओ'चे साम्राज्य
भारतातील आघाडीची टेलिकॉम कंपनी रिलायन्स जिओचे ऑफिशियल लाँच सप्टेंबर २०१६ मध्ये झाले. त्याआधी एक दीड वर्षे जिओने बिटा लाँच केले होते. यावेळी रिलायन्सचे कर्मचारी, व्हेंडर्स, इतर पार्टनर्स यांना जिओचे सिमकार्ड देण्यात आले होते.
#म #मराठी #Reliance

रिलायन्ससारख्या प्रचंड समूहाचे आर्थिक पाठबळ असले तरी जिओ सुरु झाली ती एक स्टार्टअप म्हणूनच. सप्टेंबर २०१६ मध्ये ते सुरुवात, सुरुवातीचे काही क्वार्टर्स लॉस आणि २०१७ च्या तिसऱ्या क्वार्टरमध्ये थेट प्रॉफिटेबल असा जीओचा प्रवास झाला.
#म #मराठी #Reliance #JioPhoneNext

केवळ १८ महिन्यांत जिओ ही स्टार्टअप प्रॉफिटेबल नक्की कशी झाली? जिओने काय केलं?

आपल्या टेलिकॉम नेटवर्कचे जाळे सबंध भारतात पसरण्यासाठी जिओने अतिशय आक्रमक नियोजन केले. हे केबल नेटवर्क टाकण्यासाठी रिलायन्सने जवळपास ६०० हॉरीझॉन्टल डायरेक्शनल ड्रिलिंग मशिन्सचा वापर केला.
#म #Reliance

Read 17 tweets

Sahil Sharma

@sahil_vi

@LuckyInvest_AK

With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a 🧵🧵 on discussing, analyzing & understanding platform businesses. Read on to learn more.

https://twitter.com/LuckyInvest_AK/status/1415887535675297793

Quick question before we begin. Would you rather :

I hope your answer was the 1st one because I am not a fish seller. Please don't expect my threads to **always** contain investment ideas. My broader goal is to empower each person learn to see reality a little bit clearly. To enable you to learn to fish.

Read 121 tweets

Niveshaay

@niveshaay

In 2016, Reliance launched Jio, now Jio is the largest mobile network operator.

Jio has not just changed the fortune of Reliance it has changed the whole digital ecosystem in India.

The smartphone penetration rate was 24% in 2016, which is now 44%.

It has changed multiple industries like media and entertainment, eCommerce, financial services, education, healthcare, and agriculture.

#Jio #MukeshAmbani

Now, Mukesh Ambani announced an Rs. 75,000 crore investment in the #cleanenergy business. Reliance will build solar manufacturing units, a battery factory for energy storage, a fuel cell-making factory, and an electrolyzer unit to produce green hydrogen as a part of the business.

Read 5 tweets

Ravindra Vasisht

@rvasisht

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

Business Insider India🇮🇳

@BiIndia

@jainrounak

Here’s how the latest #SpectrumAuction may affect your mobile phone bills and quality of service

businessinsider.in/business/telec…

By @jainrounak

@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

@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

Ameya

@Finstor85

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.

https://twitter.com/Finstor85/status/1359086701155659779?s=20

I tweeted this yester -

https://twitter.com/Finstor85/status/1359086701155659779?s=20

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

Sanju Verma

@Sanju_Verma_

@narendramodi

Against market expectations of 753Cr loss,#YesBank reports profit of Rs 151Cr,with NII growth of solid 31%

Gross NPAs down 8.6% QoQ
Net NPAs down 12.8%

What a brilliant turnaround,thx to timely action by @narendramodi govt

Note:Yes reported Profit despite Provisions up by 85%

#TataMotors reports highest ever PV sales in Dec'20 qtr,in 33 quarters

Ditto with #JSWSteel,which,despite input inflation,recorded highest ever Q3 sales,in its history

#Infosys recently reported Constant Currency growth of 5.3%,in Dec qtr,highest ever in 8 yrs
#EconomicRecovery

#JSWSteel numbers are pretty interesting

Profit at 2669Cr in Dec Qtr,up a massive 1327% YoY

Revenue up 21%,with Ebitda/tonne in excess of Rs13000

Ebitda at 5946Cr,up a solid 143%

Margins at 27.2%,up a whopping 1360bps

And all this,despite global headwinds
#EconomicRecovery💪

Read 5 tweets

Ameya

@Finstor85

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

Himanshu Jain किसान

@HemanNamo

@Republic

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.

@RahulGandhi

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

Dr Able Lawrence🦉MD DM

@abledoc

@reliancejio

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

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

Read 4 tweets

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