ONE GOAL – ONE AIM
Posts tagged India
Bharti Airtel – basic analysis
Mar 4th
if you’re keen watcher of stock, you might have noticed, bharti airtel is still digging deep down, it is a confusing stock in recent time, unable to decide either to hold or sell it off. i did a basic study on the stock and here is the result of study i did on the stock.
before we go further, the reason airtel stocks going down is, it tried to acquire few foreign telecom companies, last year it tried to acquire MTN a african telecom company, this didnt succeed, now they are seeing zain africa a kuwaiti company, deal is still in talks and zain asking price is $10.7 billion.
emotionally speaking, a indian company expanding overseas, is good and it requires our support, but we cant blindly support some unrealistic dreams of the companies, and loose the money, but sunil mittal’s dream isnt unachievable. very much realistic, just huge.
who is zain?
zain is the only telecom company in africa which operates in several countries there, it is holding 50 – 70% of market, with about 4 crore subscribers, zain is asking about 255USD for each subscribers to airtel.
why airtel need zain?
airtel is the top player in india, now it is ambitious to expand outside india, it has penetrated sri lanka and bangladesh already and want to enter africa, african market is very green, has potential to grow with more subscribers, initially airtel tried to enter africa by acquiring MTN, but the deal got failed, now they are trying the same by acquiring zain, if they succeed they will be the third largest telecom company in middle east.
financial:
zain’s price tag is 10.7 billion USD, airtel need 9 billion USD from banks within and outside india, airtel can fetch upto 2-3 billion USD, airtel want that loan at 7% interest rate, airtel also in talks with banks on this.
lets talk problems:
- will airtel get loan at this low interest rate?
- zain is also operating in many african countries which doesnt have political stability, aill airtel capable enough to deal with it
- analysis by experts say, it will take 5 – 8 years for airtel to come back to normal.
good stock?
- airtel already operating in srilanka and bangladesh apart from india.
- airtel has plans to expand to 15 more countries
- africa has lowest cell subscribers, has potential to grow in years to come.
in my personal opinion very good stock for long term.
do you invest in gold? you should know about gold etf.
Dec 18th
if you are a person see gold as method of investment, you should have heard about gold etf already or know about it at least now. gold etf is purely for the person who sees gold as a investment, not for a person interested in owning physical gold. basically, what happens at gold etf ?.. is exchange traded fund, gold will be only traded commodity, it is a open ended mutual fund scheme, gold etf scheme’s are listed in nse stock exchange, you can buy a unit just like any other stock, that gold etf body, will invest the collected money from you(investor) in standard gold bullion(0.995 purity), and store it in their premises with high grade security, insurance etc. how much gold do i own if i have a 1 unit of gold etf? as per gold etf’s websites, they allot 1 gram of gold for every unit of gold etf unit. if you are a indian national, you probably already know the value of investing in gold – thank your mom for it 
, indian womans buy gold for all special occasions, gold is always a reliable method of investing money, but comes with problems-
- security – theft problems
- when you sell, we will loose some percentage in market price
- purity is always a concern
but in gold etf, you can sell it at market price, and highly protected, can buy in units. thats all the good things about gold etf, how do i buy them?
- you need a brokerage account – thats your demat account(sharekhan, geojit, indiabulls, icici direct, hdfc securities etc)
- identify the gold etf stocks
- Benchmark Mutual Fund – NSE: GOLDBEES
- Kotak Mutual Fund – NSE: KOTAKGOLD
- UTI Mutual Fund – NSE: GOLDSHARE
- Reliance Mutual Fund – NSE: RELGOLD
- Quantum Gold Fund – NSE: QGOLDHALF
Except Quantum Gold fund, rest of the funds trade for 1Gm of gold per unit, but QGOLDHALF trade for 0.5Gm of gold per unit, this is my favorite and personal recommendation since it allows me to buy as low as half a gram.
mobile number portability delayed “again” – hats off trai!!!
Dec 7th
few days ago i was discussing about all those offers released by those gsm cell service providers, for prepaid customers, less than 1 paisa per sec, free so much etc, then we were wondering how these companies manage the be profitable? then concluded on a lighter side – i said from post paid customers, believe me, we post paid customers never get much offers, high usage bills, charge for everything, useless free stuff(e.g.: everyday 5000 sms) you will know what i am talking about, if you live in India and a post paid customer at some point of time.
salivating prepaid customer offers, hefty post paid bills, bad signal strength i receive from my provider etc, i want to try different provider and offer, but the biggest problem will be to convey my new number to friends, relatives, banks, office, business, websites, etc… list was huge. so i decided not to change my provider.
then i heard about number portability coming to India, which suppose to be launched by December 2009, but you know as many Indian telecom delay saga, it has been postponed to April 2010.
survey by AC Nielsen revealed :
post-paid subscribers and business subscribers show a greater tendency to switch if Mobile Number Portability is introduced.
I’m one among them, i am watching this number portability issue very closely and desperately.
Harley-Davidson in India
Dec 7th
The company has finally entered the Indian market after many false starts.Despite receiving permission to start operations in India in 2007, Harley-Davidson put its India plans on the backburner because of very high import duties and strict emission requirements.Harley-Davidson announced the plans to launch its range of motorcycles in India on August 27, 2009.The company is said to have launched five models Fat Boy, Night Rod Special, Roadster 883 cc category and a customized model, the Legend Harley.
All five motorcycles, that will go on sale in 2010, are in the price range of 10 lakh upwards. This is because the company will import completely built units, which will attract an import duty of 60 per cent.
India cell number might go 11 digits.
Dec 3rd
DoT is planning to add extra digit to our cell numbers, i.e from 10 digit to 11 digit, earlier they released 8 series number after exhausting use of 9 series.
This extra digit is at premature stage, they might add extra 9, but this can be carried out only after consulting with industry operators.
India’s telecom subscription has crossed 500 million mark, and growing rapidly, it is expected to cross 1 billion by 2014, this extra digit addition will ease the growth. But adding new digit is not easy move for users, it means updating contact numbers, update numbers to bank, office, business card etc.
In my opinion this cannot come in short notice, atleast year long notice is required, else allow both 10 digit and 11 digit co-exist for the number.
Posted by Wordmobi
Apple iphone wont allow voip calls over 3G?
Nov 9th
I’ve nokia s60v3 device(e71), at some point i have thought like i should have buyed apple iphone despite the fact i hate touch screens, for all its glossy apps and all the sync apps for rtm,evernote, twitter… but today after reading gigaom article on apple’s voip functionality, i’m happy i didnt buy apple iphone, i hate too much control.
Apple isnt allowing voip calls over 3G, which prevents nimbuzz, truphone and fring to work, is it working in india for iphone users?
Car industry stocks
Sep 23rd
Have you seen nano in streets yet? I’ve seen one last weekend. Must say, looks reasonably descent, first i thought its maruti’s estilo.
Since nano’s roll out, world car makers started looking at india, india’s small car sales growth is at 25%-30%.
Also, we have exported almost more than 2.25 lakh small cars, this number will increase in days to come.
Its profitable for car makers to build company in India than in China,
1. if you want to start a company in China, you need to tie up with a chinese company but that is not the case in India.
2. Cost of raw materials are cheaper too.
So, with all these it is expected, many international offers are yet to come. With this car related industry will soar.
Stocks to eye on:
Posted by Wordmobi
