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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...
KOHINOOR BROADCASTING CORPORATION UPDATES:
Kohinoor Broadcasting is trading at a considerable discount to its book value of Rs.10.63. What is most abnormal is that market cap is only Rs.19.4 Cr when it has successfully established a technically sound, state of art earth station around Chandigarh with an investment of Rs.22 Crores. This earth station has the capacity to uplink 8 TV Channels. 
Its 50, 000 sq.ft infrastructure, comprises of 7 studios like Virtual Studio, News Studio, Editing Studio etc. The company has already got license for KBC News and is in process of getting the approval for its 2nd channel KBC gold. 
A hot RUMOUR from the sources is that an overseas delegation is expected to come next month for signing of Solar Power contract with Kohinoor Broadcasting. The stock is expected to become multibagger from the CMP of Rs.1.72...

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