Discover and read the best of Twitter Threads about #vodafoneidea

Most recents (20)

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
BIG UPDATE in TELECOM -

Vodafone Idea to be a Government-owned company now!

The Board approves conversion of AGR and spectrum liabilities into Equity! This will lead to a huge dilution for all shareholders!
Offers 35% stake to Govt at 10 Rs Valuation

The government will be 35.8% , Vodafone will hold 28.5% and Birla Group will hold 17.5% stake

Deal is subject to Govt Approval
Considering Equity Dilution and stake sale to Govt (means they don't have other investors to invest) : its negative for the company in longer term

While another problem is What If govt dont accept the conversion and equity stake
Read 8 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
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 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
Reliance Jio making off-net voice calls free, is positive for Vodafone Idea as it is a net payer of IUC and it has a low market share.
A super easy thread to help a layman understand the concept of IUC (Internet Usage Charges) and also AGR (Adjusted Gross Revenue). 👇🧵
1. ‘Raju’ is a ‘Vodafone’ user and he calls his friend ‘Vivek’ who uses the services of ‘Jio’. Now when Raju calls Vivek, his operator (Vodafone) will charge money for connecting to the other operator (Jio).
2. Now please note that the money collected by Vodafone from ‘Raju’ is actually owed to Jio. Hence, Vodafone will transfer the money to Jio. This is called as IUC (Interconnect Usage Charge).
Read 6 tweets
Why @reliancejio is more profitable compared to its peers like #vodafoneidea and #Bhartiairtel?
A thread

#investing #investors
1. This one image aptly describes the way people observe the success of ‘Reliance Jio'.
But, let us delve deep and understand the factors that led to the success of ‘Reliance Jio' rather than just focusing on the tip of the iceberg.
2. Many of us might just remember ‘Reliance Jio' for the way it was launched commercially in 2016. Well, there is a solid reason as to why one can not forget the commercial launching of ‘Reliance Jio'.
Read 19 tweets
List of 60

HERO TO ZERO STOCKS

since 2014

1. #RelianceInfra - 2500 > 42.70
2. #RelCapital - 2924 > 62
3. #RelPower - 430 > 4.15
4. #RCOM - 800 > 1.45
5. #RNAVAL - 117 > 3
6. #DHFL - 690 > 62.90
7. #JetAirways - 883 > 33
8. #JainIrrigation - 264 > 25
9. #PCjewellers - 600 > 45
10. #Vakrangee - 515 > 31
11. #Suzlon - 400 > 3.35
12. #Kwality - 225> 2.45
13. #JPAssociates - 339 > 2.70
14. #JPPower - 140 > 1.90
15. #JPInfra - 100 > 1.60
16. #manpasand beverages - 500 > 28
17. #CentralBank - 210 > 22
18. #JKBank - 176 > 34.70
19. #Mercator - 165 > 1.65
20. #Aban offshore - 5400 > 35.40
21. #Sintex Plastic Tech - 120 > 8
22. #BPL 152 > 21
23. #HDIL 1100 > 14.50
24. #Videocon 760 > 1.70
Read 63 tweets
सर्वांनी नक्की‌ वाचा..
तुम्ही ऐकलच असेल की काल #Vodafone विरुद्ध भारत सरकार च्या केसचा निकाल आला आणि व्होडाफोनचे जवळपास 22,100 करोड रुपये वाचले.आज या धाग्यामध्ये आपण ती केस नक्की काय होती व आता सरकारने vodafone ला किती रुपये द्यायचे आहेत हे पाहुया..#म #मराठी #रिम Image
काल बातमी आली की Vodafone ने भारत सरकारविरुद्ध असलेली 22,100 करोड रू.ची केस आंतरराष्ट्रीय लवादामध्ये जिंकली.
सुरूवातीला एक संकल्पना स्पष्ट करू इच्छितो:-
'Capital gain and withholding tax‌' म्हणजे-
समजा तुम्ही 1 लाखाला सोनं खरेदी केल आणि भविष्यात तुम्ही ते 1.5 लाखाला विकत असचाल
तर जो 50 हजारचा अतिरिक्त लाभ तुम्हाला झालाय त्याच्यावरच्या कराला capital gain tax असे संबोधले जाते🙏
उदा.व्होडाफोनने 'हच' 50 करोडला खरेदी केले आणि हच ला capital gain झाल्यामुळे त्यांनी सरकारला 1 करोड tax द्यायचा आहे,तर व्होडाफोनने
Read 14 tweets
BIG win for Vodafone as Permanent Court of Arbitration issued an unanimous decision, holding India to be in breach of the ‘fair and equitable’ treatment obligations under the BIT.

@VodafoneIN @Idea
The lawyers for Vodafone are Harish Salve and the team of DMD Advocates (Anuradha Dutt (in picture), Feresthe Sethna, Haaris Fazili and Kunal Dutt)
Decision:

1) Tribunal has jurisdiction
2) Vodafone is entitled to fair and equitable treatment laid down in the Article 4(1) of the Agreement
3) Government of India's conduct is a BREACH of GUARANTEE under Article 4(1)

#VodafoneIdea #Vodafone @VodafoneIN
Read 6 tweets
#Vodaidea | #VodafoneIdea rebrands as #Vi as it gears up for its second innings

businessinsider.in/business/telec…

By @jainrounak Image
#vodafoneidea today announced that it is rebranding itself as Vi, two years after the two telecom companies merged. The company has been maintaining two brands for the last two years, finally completing the integration now.

#Vodaidea
The new #Vi branding has gone live already, with the company launching a new website and rebranded apps. Our sources tell us that the new design has also been spotted in a few retail outlets in a few cities already.

#vodafoneidea #VIL #Vodaidea
Read 6 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
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
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
Reliance Jio is in "Technology Commodity Market". Design ripoff by JioMeet & JioChat affirms this underlying message in the market. Technology as a commodity is different from (1)(#JioMeet #JioChat #commodity #Commodities #RelianceJio #Jio #UX #Design #Market) ImageImage
Software as a commodity. White-label apps, framework & platform were in the market since a long time that are the example of Software as a commodity. Commodity trading is one of the oldest practice. Traditional companies environment are well equipped with (2)(#trading)
commodity legalities, so as India Trade & Legal Ecosystem. Reliance Jio have turn the table in their favor from bureaucracy, regulatory & legal perspective. It could also be possible that (3)(#trade #legal #bureaucracy #regulatory)
Read 32 tweets
#AGR hearing commences in the #SupremeCourt.

Govt agrees to withdraw demands of around 3.7L Cr from PSUs which haven't been in the business of providing services.
Solicitor General Tushar Mehta subkits DoT is filing an affidavit to bring on record withdrawal of its demand.

The decision has come after the top court came down heavily on the Govt on the last date.
About proposals by various telecom companies on how to pay off the #AGR dues, SG says Govt could be given some time to examine their offers and revert.

Justice Arun Mishra emphasises on the guarantees to be given by telecom majors.
Read 13 tweets
⚠️ VODAFONE IDEA

For the past few days we’ve been doing a lot of research on the telecom companies.

1️⃣ Reliance Jio

2️⃣ Bharti Airtel

3️⃣ Vodafone Idea

Lot’s of not so good points about Vodafone Idea.

Retail investors usually don’t like to hear critical views.

Share or not?
Alright, so it looks like a lot of us are willing to learn more about Idea.

So here’s what we’ll do;

Instead of just sharing the data one-way, we’ll make it an interactive session dedicated to #VodafoneIdea

This way we all can do our own research and collectively learn from it
Before we start, let's clear some things;

🔸 This is NOT a buy / sell recommendation.

🔸 This is NOT technical analysis / price action analysis.

🔸 This is NOT meant to spread any negative sentiment.

Feel free to analyze the data on your own and take your own decision.
Read 11 tweets
#AGR Case Hearing | Justice Arun Mishra-led bench assembles for hearing
#AGR Case Hearing begins
#AGR Case Hearing | Solicitor General tells Supreme Court, Central Govt has examined the AGR issue
Read 28 tweets
How allocation to bad assets increases with declining AUM

Basically, AMC has to sell good assets to meet redemption payouts and allocation to bad assets keep on increasing.

A small thread taking UTI Credit Risk Fund and underlying holding Vodafone/Idea as example
#mutualfunds
In Feb’2017, the scheme bought 650 debentures of “8.04% UNSECURED REDEEMABLE NON-CONVERTIBLE DEBENTURES. DATE OF MATURITY 27/01/2022” from secondary market.
AA+
Allocation in scheme = 2.6445%; AUM ~ 2433 cr
#vodafoneidea Image
Scheme increased allocation in Idea in April’2017
AA+
Allocation in scheme = 3.7297%
AUM ~ 2791 Cr (increasing) Image
Read 10 tweets

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