The great Indian Telecom M&A is finally unfolding. Before we go into the Indian Telecom M&A, I’d like to elaborate about a great Chairman Hindustan Unilever [then Hindustan Lever Ltd] had in the 1990s – S M Datta. That was precisely the time when my tryst with Equity Markets hadContinue Reading
Deep Pocket Challenger in the Indian Telecommunications industry Mr Mukesh Ambani led Reliance Jio Infocomm is attempting to do what has not been seen before in any market and seems impossible – be a 4G LTE player without owning a legacy 2G / 3G network. Admittedly, this is a criticalContinue Reading
Juts got of the Analysts call of RCom and here are some interesting numbers. First, lets start with Broadband and Data Services. Reliance Communications at the end of DEC 2012 had 27.6 Mn Data Subscribers which include 2G, 3G and CDMA based EVDO Dongle Customers as well. RCom reported 6.1Continue Reading
In the August of 2008, I then made the case, for Reliance Communications it made more sense to switch Voice / 2G Customers to GSM Network when it acquired 1800MHz Spectrum. However, the Anil Ambani managed company after 4 years has realized this and in its new strategy, CEO ofContinue Reading
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