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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 ...
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Market Mantra
Kohinoor Broadcasting Corporation Ltd hits buyer freeze in the opening trade. The stock should be moving towards Rs.2-3 in the coming days, as the company is slowly expected to get revenues from its television channels. It is now confirmed that Kohinoor Broadcasting Corporation Ltd is running KBC News on cable network. The much sought after advertising revenues have started to come, though albeit slowly. Moreover, since it is also a content company and hence it is saving cost by making some of its own television programmes. More, news to come in the counter, please accumulate the scrip at Re.0.79.
Buy Reliance Communication Ltd at Rs.66-66.50, T--Rs.72, SL--Rs.62. TDSAT has directed the DOT to not encash bank guarantees of the company and of Reliance Telecom until the Jul 4 hearing of the case on penalty imposed on the companies for allegedly not having proper subscriber verification. This is positive for the Reliance Communications Ltd, as it is hopeful of winning case.
Buy Mini_Nifty at 4933, T--5000, SL--4900. The Nifty is expected to move towards 5200 in the coming days. Hence one can buy 5200 call at Rs.11-13, T-Rs.25.  
Jai Prakash Associates Ltd recommeneded yesterday at around Rs.60.70, reached Rs.62.35 today, in the morning trade. The 2nd target for the scrip is Rs.67. 

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