19 results for “5G”

Vodafone Idea gets a Duct-Tape-Fix by converting government debt to equity

The Indian government is converting ₹37,000 crores of Vodafone Idea’s (VI) debt into equity at ₹10 per share, despite the stock trading lower. This move, driven by regulatory constraints, offers only temporary relief as VI remains financially distressed with ₹165,000 crores in losses and a negative net worth. With massive upcoming payments and a struggling business model, VI’s survival is uncertain. A structured bankruptcy may be the best solution, ensuring market competition while avoiding prolonged financial struggles. Meanwhile, Airtel and Jio stand to gain from VI’s woes.

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

Will funds squeeze hurt Vi's 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up as an also-ran?

HGS stake sale, AGR dues converted to equity, Where to invest in 2022 & More

HGS & a billion-dollar stake sale | Government claims stake in Vodafone Idea & Tata Tele | Capitalmind Momentum Portfolio in 2021 | TCS experimental trade | Where to invest in 2022 - all this and much more in the latest Capitalmind Saturday Coffee Newsletter!

Telecom relief package ensures survival but not revival

To save the dire situation of one of the telecom operators, the Government of India announced a slew of reforms today. In a press conference, Ashwini Vaishnaw, Minister for Communications, said that the Cabinet Committee has approved nine structural reforms and five process reforms for the telecom sector. In this post, we dwell upon the important announcements and their impact on the industry. And obviously, try to answer the most frequently asked question: Will Vodafone Idea survive?

What happens if Vodafone Idea goes bankrupt?

An unfavourable verdict of a two-decade-old legal battle between India’s mobile operators and the Government of India has put one of India’s oldest telecom operators in a fix. Yes, we are talking about the merged company – Vodafone Idea Ltd. The share prices of the Vodafone Plc and Kumar Mangalam Birla controlled entity have halved in value since the start of the year while that of its peer – Bharti Airtel Ltd. – has grown 15%. In the ongoing week, the share prices of Vodafone Idea have fallen over 28%. Even before the unfavourable outcome, the company was failing to keep up with its peers. In this post, we dwell upon what led to all this and what lies ahead for the telecom operator.

Adani Group Companies Explained: Adani Transmission

The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has managed to increase. In a financial year, when the richest Indian, went on a deleveraging exercise, the Adani group embarked on a debt-fuelled expansion spree. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In our fifth post on Adani Group stocks, we cover its power distribution arm - Adani Transmission Ltd.

Adani Group Companies Explained: Adani Enterprises

What does Adani Enterprises, the flagship holding company of the Adani Group do? The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has managed to increase. In a financial year, when the richest Indian, went on a deleveraging exercise, the Adani group embarked on a debt-fuelled expansion spree. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In our fourth post on Adani Group stocks, we cover its flagship company - Adani Enterprises Ltd.

Adani Group Companies Explained: Adani Gas

A simple explainer on the business of Adani Total Gas. The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has managed to increase. In a financial year, when the richest Indian, went on a deleveraging exercise, the Adani group embarked on a debt-fuelled expansion spree. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? This is part 3 of our series on the Adani Group. In our third post on Adani Group stocks, we cover its gas distribution arm - Adani Total Gas Ltd.

Adani Group Companies Explained: Adani Ports

A simple explainer on Adani Ports and its business. This is the second in a series of simple explainers on the businesses of the Adani Group. The value of Adani Group companies has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has grown spectacularly. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In this second post on Adani Group stocks, we cover its private ports operator and logistics service provider - Adani Ports

Adani Group Companies Explained: Adani Green

This is first in a series of simple explainers on the businesses of the Adani Group. The value of Adani Group companies has jumped 5x in the last one year. When the entire country was struggling to hold ground, the income of Adani Group companies has grown spectacularly. 5x in just a year – is the market having FOMO syndrome when it comes to Adani stocks? Or are the group stocks really not vulnerable to any adversities? In our first post on Adani Group stocks, we cover its renewable arm - Adani Green Energy Ltd.

Why are Bharti Airtel shares underperforming?

India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been falling in an otherwise euphoric market.

The Nascent Broadband Market Is About To Roar

In the past seven years, the subscriber base for home broadband has grown at a compounded annual growth rate of 4%, while that of mobile broadband at 56%. Home broadband penetration in India is around 5-6% as against 80-95% in developed countries and 86% in China. That is set to change as a the pandemic has created the perfect storm to boost broadband penetration.

Bharti Airtel: Phoenix Rising From The Ashes

#Linkfest - DHFL Mutual Fund Mergers, Sale of Reliance Capital's Family Jewels, New Liquidity Norms for NBFCs, UK PM Theresa May Resigns

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. Here’s the most interesting of such links shared by our members in recent days.

The Voda-Idea Rights Issue - a 25,000 cr. Offer You Might Still Want To Think About

Outlier in Focus: Birla Cables

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Birla Cables, a stock we found interesting that’s been an outlier.

Outlier in Focus: Sterlite Technologies - Designing Smart Data Networks

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Sterlite Technologies, a stock we found interesting that’s been an outlier.

Let Us Tell TRAI: We Want Net Neutrality in India.