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Bharti Airtel
Airtel ARPU - 150,expects Arpu of 200 in near term & 300 in longterm for sustainability
Another 15-20 % rise in ARPU next 5 to 6 quarters
Rise in ARPU will flow to bottomline
India ARPU lowest in world,higher than Pakistan lower than Bangladesh
@airtelindia
Indian telecom market 2.5 players,virtual duopoly,pricing power limited competition
Mobile market with only 2 players have higher ARPU,compared to multiple player markets
Reliance jio market leader with 35% share,Bharti benefits from consolidation,good services,Voda debt issues
Bharti africa business showing good traction
Govt curbing further price hikes,restricting equipment imports from China may be a dampener
Days of free data,calls over,any downward revision of ARPU will affect all 3,Voda most due to interest payments, AGR issues
@reliancejio
Increasing per capita consumption,increase GDP in India will drive ARPU higher
Rising trend of data consumption,people will adapt to price hikes than decrease data usage
Almost 50% Bharti customers are now on 4G
Going fwd will leverage its broadband ,DTH network
@VodafoneIN
Other verticals
Wynk music - listen songs for free,download
Airtel Xstream for movies,web series,live TV
Airtel thanks app,foray into kids education with stake acquisition in Edtech,tied up with Nodwin gaming for online gaming
To launch online video conferencing app
@airtelindia
Tied up with Nokia for cloud based VOLTE allowing customers faster & more reliable ,cost efficient call connectivity
Increased broadband demand,Airtel tied up with local players in 13 cities for last mile connectivity
Platinum services for customers paying more than 499/month
Rise in ARPU,data consumption may drive sector revenues from 19bn$ in Fy19 to 40bn$ in fy25
Annual price hikes in premium products in Fmcg,Automobile segments may see similar price increase in ARPU going fwd
Indian telecom market revenue may show CAGR of 15 to 20% going fwd
Change in industry dynamics,lower spectrum prices,consolidation in market from more than 10 to 2,change in payment model for spectrum to pay as you use may lead to further rerating
@airtelindia @VodafoneIN @reliancejio

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@ThreadiaApps
Bharti Airtel has increased tariffs for add-on connection on postpaid numbers to Rs 249 from Rs 199. 1st of its kind tariff hike seen in postpaid segment
@airtel @reliancejio @vodafoneindia
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TheMarket🐝
@BullsforBears
Right time,invest in a good company,right price - ALWAYS
16th May 2016,Buffet bought $1bn worth,9.8 mn shares
Apple,worst quarter since April,1st quarterly drop in sales in 13 years
2012 Buffet added IBM,not Google & Apple coz he said chance of going wrong in IBM are less
@IBM
Buffet in 2012 said he doesn't understand @Google & @Apple business
Apple 2nd quarter sales fell $58bn to $50.6bn,Tim cook warned of further fall to 41-43bn $ sales
But buffet perhaps saw it as a temporary Blip in a long term solid business
In Jan 2020 Berkshire ,profit of $47bn on its 6% stake in Apple
In Feb 2020 Berkshire sold $800mn stock In Apple to make further investment in Kroger & Biogen
As of Jun 24,2020 Berkshire owns Apple stock worth $90bn,20% networth of Berkshires $440bn
Read 5 tweets
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TheMarket🐝
@BullsforBears
Hand sanitizer, the new magic potion for FMCG biggies ,courtesy #Covid19
Hand sanitizer sales touched 43 crores March,20 compared to 18 cr last year
Hand sanitizer market expected to grow at annual rate of 10 to 15 % over next 5 years
Effective 99.9% against #coronavirus
Players like ITC,Marico,Dabur,HUL,Himalaya,Diageo,Pernod,JSW,Asian paints expanded existing lines or launched hand sanitizer products
Market share of top 3 players Dettol,Himalaya & lifebouy fell from 85% in Feb to 39 % in March as new players grabbed market share
@ITCCorpCom
According to Grandview research global hand sanitizer market valued at $2.7 bn in 2019 to grow at CAGR of 22.6% from 2020 to 27
Gel based dominated market in 2019x49% market share,thin watery spread easily on skin
Foam based to dominate going fwd ,CAGR 23.1% FY 20-27,longer efft Image
Read 8 tweets
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TheMarket🐝
@BullsforBears
UPL
Going fwd agrochemicals sector is expected to do well
Mcap - 34,149 cr
BV - 252.37
P/E - 21.32
ROCE - 10.36 ROE - 14.87
P/S - 0.95 ,D/E - 1.52
EVEBIDTA - 8.3
PEG - 1.46
Sales - 35,756 cr
EPS - 20.91
@UPLGroupOnline
Sales growth - 13%
Ebidta growth - 18%
Net debt reduction- approx 3500 crores
Reduction in WC days from 119 to 80,inventory days from 106 to 81 & receivables from 135 to 118 from fy19 to fy20
Going fwd management doesn't expect any further decrease in inventory days
Arysta acquisition, further integration going fwd,expansion by leverage of Arysta already established dealer channels will drive growth
Foray into china by acquisition of Yoloo Laoting, entry into africa via arysta will give exposure to newer markets
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