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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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Reliance Communications Ltd: Where it is heading?
CMP: Rs.33.30
It has been a harrowing tale for all those who invested in the shares of Reliance Communications Ltd. The stock had been falling since the last few months even though the much expected tower sell deal, a mega merger, a number of investor friendly steps, etc has been effected. However, it seems with the near termination of the free offer of RJio, this bas phase looks to be over. The sun is again likely to shine over the telecom horizons.

Moreover, telecom sector being from the essential service space should be least affected by the demonetisation fiasco; as we are approaching the deadline of 30th December 2016. The stupid and mindless demonetisation move of  Narendra Modi -- Urjit Patel has already failed, as expected and as predicted by eminent economists like Prof.Amartya Send and Dr.Kaushij Basu. Besides, no RBI governor, I have seen has spoiled the reputation (so badly and cheaply) of the RBI like Dr.Urjit Patel has done. After the failed demonetisation drive it remains to be seen whether he is being impeached by the Parliament or not. He seems to have got inuenced by the Narendra Modi - Amit Shah disease (BLUFFS and Jumlas).

 Anyway, yesterday, a buy call was initiated in the counter at Rs.33 with a short term targets of Rs.35-37. Today the scrip has already touched Rs.33.85 in the NSE, with strong volumes. What I feel is that the investors can increase their holdings in RCom or average keeping a stop loss of Rs.31.

 But one rumour which is gaining momentum is that of price rigging of the sharez of RCom by Mukhesh Ambani group to bring down the price of open offer. There is media speculation that RJio is likeky to by out Rcom in a cash+equity deal. The authorities (SEBI) should look into this matter on urgent basis and if necessary take appropriate actions.

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