How Bharti Airtel is winning the ARPU game against Reliance Jio The telecom voice and data business is all about the average revenue per user (ARPU). The future belongs to telecom players that can maximize ARPU without compromising on growth. How Bharti Read more [...]

How soon can Jio Platforms help RIL become zero net-debt? During the week, Reliance sold the fifth tranche stake in Jio Platforms to KKR for a consideration of Rs.11,367 crore. The 2.32% stake was sold at valuations similar to Silver Lakes. Where does Read more [...]

SEBI has allowed the process to subscribe to the rights issue of Reliance Industries to be slightly modified during the lockdown period. The Registrar and Transfer Agent (RTA) of Reliance Industries Limited will check the eligible shareholders who hold Read more [...]

Trigger for the Week How will it impact?     Ø  Worsening trade war between the US and China will be an overhang Ø  Trump has already started sanctions on Huawei and that is likely to increase risk perception for equities   Ø  Read more [...]

Should Templeton be held accountable for performance Templeton has sent a communication to its unit holders to vote on liquidation of the six schemes that were shut down on April 24. Here is a quick background on the Templeton fiasco first. Templeton Read more [...]

OTT is an idea whose time has finally come Multiplex stocks have taken it on their chin ever since the lockdown started. Both PVR and INOX have corrected 60% since the lockdown and are now at their 52-week lows. What is driving this fall? Lockdown is Read more [...]

Vedanta should make a more meaningful delisting offer During the week, Vedanta announced plans to delist the stock from the Indian bourses by offering shareholders a price of Rs.87.50. How good is the offer and why Vedanta must better this offer? Why Read more [...]

News Announcement Impact Analysis Government announces Rs.20 trillion package for post-COVID reviva The package will be a mix of monetary measures by RBI and fiscal measures by the government The package is being rolled out in phases with Read more [...]