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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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Educomp Solutions Ltd came out with a little better set of numbers for the June, 2015 quarter, speaking sequentially. It has reported a consolidated total income from operations of Rs.143.23 crore and a net loss of Rs.85.26 crore for the quarter ended Jun '15. For the quarter ended Mar 2015 the consolidated total income from operations was Rs.119.42 crore and net loss was Rs 153.00 crore.

Educomp is the largest Education Company in India and the only company spread across the entire education ecosystem. From schools to skills; over last two decades Educomp group has empowered over 30 million learners and educators across over 65,000 schools to imagine, think and create a better future. Founded in 1994, the company today has offices across India, in Singapore and in the United States.

The scrip was recommended to the Paid Members at around Rs.13.10, this week. Today, it closed at Rs.13.66, after touching an intra-day high of Rs.14.19; bringing smiles to the Paid Group members. 

Meanwhile, Rasoya Proteins Ltd (Re.0.26) is likely to start hitting upper circuits in the coming days, due to some latest positive developments (which was mentioned in the Paid Blog, today). 

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