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Idea Cellular

TradeAnalyze
Bronze Member

397 Messages

Until otherwise one understands that telecoms and government playing all these drama then speculations will easily drive your mind. Just look at the entire tariff plans of all three telecoms. That can definitely give you a clue that they are not fighting still. But everything has its timeline to happen. So they do the move based on that. If you look at VI and Airtel tariff plans its almost like a twins. How that is possible?. Jios plans are little cheaper because they are new and it might take time for them to covert people as permanent jio holders. Because they are just 5 years old. But Airtel and VI are here for longtime and have permanent customers. So jio need to have some better offers than other two for some more time. If MA and Govt had planned to close VI then they must have done that very easily by Jio keeping its predatory pricing and govt not allowing any moratorium and AGR reliefs. What Airtel and VI was doing when jio was giving everything free for 2 years?. Because they also wanted the remaining telecoms to be closed. Otherwise they should have fight very well to stop that. What CCI was doing?. What MA did and doing was corporate Rowd*iesam. Not a business. This was the situation like 15 years before. There was 4 or 5 telecoms by that time. Now it has even reduced to 3. I am discounting BSNL here. Just look at how government is blocking BSNL to get into 4G. To whom it is working for that?. Is it for people or corporates?. I was laughing when some one suggested government should nationalize VI whereas government is privatising everything including more profitable LIC. You should be really worry about your VI investment if you believe this government is fully working for the wellness of people and completely against the corporate. Like the way how its people through cheap petrol and diesel prices 😀. Like how it reduced the corporate taxes and not reducing personal income tax. Take your call based on your belief. But whatever the case what the people paying for the Telecom services they are getting is not fair in india. So it has to go up gradually. So that telecoms will improve their services further. Regarding current KMB letter to government which he sent on 7th June might have 2 purposes 1) Government provide relief to all telecoms by siting VI as main reason 2) KMB will get sympathy like he was ready to give up his stake in VI to help VI. It is a double game by KMB. This is what I am saying. AGR drama will end up by getting government benefits. This will help MA in a huge way indirectly. Indian telecom will have market share ratio of VI 25%, AIRTEL 30 to 33%, JIO 33% to 38% and BSNL 4 to 5%. They all will enjoy the market with no future competition. Take your call and happy investing.

7.15 PM Aug 2nd
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