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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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Mukhesh Ambani's AGM and Den Networks Ltd

Some of my friends are disappointed that in the recently held AGM, Mukhesh Ambani didn't spell out much for its Broadband, Cable TV business & its media wing TV18.  Photo: 1: My Brand Book

But the news is already there in the public domain: 

#Facebook will invest Rs.43,574 crore in Reliance Jio Network. 

Now look at this: Den Networks (Rs. 57.90) is into Broadband & Cable TV. 

Moreover, the combined strength of Den Networks (Rs.57.90) & Hathway Cable is 27,000 - plus LCO partners who act as the touch points to 15 million - plus households. Photo:2: Zee Business 

The figures are set to increase further as more and more cities are covered by them. 

This is already a massive figure & RJio's collaboration with Facebook who are investing Rs.43,574 Cr will give further muscles to these two companies. 

Isn't it amazing? Just think.... 😊😊 

You should therefore accumulate the shares of Den Networks Ltd in all market declines. I'm expecting it to double in the next 6/9 months time frame. 

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