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Consumer spending on mobile services soared in October-December, driven by World Cup

Consumer spending (after GST) on mobile services rose 2.5% sequentially to around Rs 54,750 crore during the period —the third quarter of FY24 — as per the latest sector performance data released by Trai. In the fiscal second quarter, this growth was 1.84%. Spending on data was Rs 47,560.3 crore, up 3.4% from the previous quarter when the sequential growth was 3%.

Kolkata , West-bengal , India , Kunal-vora , Bharti-airtel , India-equity-research , Airtel , World-cup , Reliance-jio , Vodafone-idea , Mobile-services , Cricket-world-cup

Bharti Airtel: Consumer spending on mobile services soared in October-December, driven by World Cup, ET Telecom

Higher consumer spending on mobile broadband services helped Bharti Airtel and Reliance Jio boost their combined 4G/5G market shares by 0.25 and 0.05 percentage point sequentially to 28.8% and 54.1%, respectively, an analysis of the Trai data by ICICI Securities showed.

India , Kolkata , West-bengal , Bharti-airtel , Kunal-vora , Airtel , India-equity-research , World-cup , Reliance-jio , Vodafone-idea , Obile-services , Ricket-world-cup

Bulk deal: Fund houses take a bite of Devyani Int, analysts say not a yummy buy yet

Axis Mutual Fund, Sundaram Mutual Fund, the Govt of Singapore, and others bought 4.4% stake in Devyani International

Thailand , Singapore , India , Thai , Aayush-abraham , Kunal-vora , Research-analyst-at-phillip-capital , Head-of-india-equity-research , Research-analyst-at-rupeeting , Devyani-international , Sundaram-mutual-fund , Pizza-hut

Bharti Airtel: Telco revenues may surge to Rs 2.78 lakh crore in FY25, ET Telecom

Bharti Airtel: Even in the absence of rate hikes, telecom sector revenues this financial year are expected to touch Rs 2.46 lakh crore, far exceeding the FY16 levels, amid strong appetite for 4G services and an improving subscriber mix, showed an analysis of Trai data by global brokerage, CLSA. The estimated jump in sectoral revenues (in absolute terms) is even more spectacular at 68% between FY17, when Jio entered the fray, and FY25.

Kolkata , West-bengal , India , Akshaya-moondra , Kunal-vora , Bharti-airtel , Gopal-vittal , India-equity-research , Airtel , Reliance-jio , Vodafone-idea , Institutional-equities

Telco revenues may surge to Rs 2.78 lakh crore in FY25

Revenues stood at ₹1.7 lakh crore in FY16 with the sector having more than 10 private companies. This was before Reliance Jio made its debut the following year. Revenues are expected to touch ₹2.78 lakh crore in FY25 in an industry comprising only three private operators - Jio, Bharti Airtel and Vodafone Idea (Vi).

India , Gopal-vittal , Bharti-airtel , Akshaya-moondra , Kunal-vora , India-equity-research , Airtel , Reliance-jio , Vodafone-idea , Institutional-equities , Telecom-sector-revenues , Tariff-hikes

Valuations: Banks well poised for a fairly strong year; pharma could be an underperformer in 2024: Kunal Vora

Kunal Vora of BNP Paribas has concerns about valuations and finds it difficul to find stocks with reasonable growth at this time. He highlights the gap between bond yields and earning yield as an important metric for predicting future returns, noting that historical data shows weak returns when this gap is significant. Vora expects higher returns from Nifty compared to mid and smallcaps this year, and sees value in the financial sector, particularly private banks.

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Dip in cigarette volume impacts ITC's growth in Q3FY24

Dip in sales of paperboard and agri business further hurt ITC's top-line growth

India , Kunal-vora , Abneesh-roy , Head-of-india-equity-research , India-equity-research , Executive-director , Nuvama-institutional-equities , Itc-share-price , Tc-results ,

'Mobile services will cost more after polls'

'Mobile services will cost more after polls'
thehindu.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindu.com Daily Mail and Mail on Sunday newspapers.

India , Kunal-vora , India-equity-research , General-elections , Telecoms-report ,

Nifty, Sensex extend losses; limited upside seen as valuations remain elevated: Analysts

While most factors remain favourable for Indian equities in 2024, limited upside is seen as valuation comfort has reduced, said BNP Parbias.

India , Rajiv-jain , Bharti-airtel , Kunal-vora , Deven-mehata , India-equity-research , Equity-research-analyst , Geojit-financial-services , Dalal-street , Chief-investment-strategist , Geojit-financial , Exponential-moving-averages

'Mobile services will cost more after polls'

'Mobile services will cost more after polls'
thehindu.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindu.com Daily Mail and Mail on Sunday newspapers.

India , Kunal-vora , India-equity-research , General-elections , Telecoms-report ,