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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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 Today's Call

#Re - enter the shares of Vodafone Idea Ltd (Rs.17.41) near the CMP for short term targets of Rs.22 and Rs.28. After the tariff hike and a bounce from Rs.17.30, the stock is looking attractive Moreover, Nuvama expects an inflow of $ 254 million through the passive funds. Also, Vodafone Idea, 5 other stocks expected to enter MSCI index, as per a recent report in Economic Times.

Meanwhile, JM Financial is bullish on Vodafone Idea as they see the telecom space remain in pink after the recent price hike. The stock has witnessed a bump in volumes in the last 3 months along with a bullish pole and flag pattern set up, says the research firm. The analysts gave a target of Rs.24/28 for the stock.

Amar Deo Singh, Head Advisory at Angel One on Monday said the telecom companies will gain from the recent tariff hike as they have not raised tariffs since 2021. 

For Vodafone Idea Ltd (VIL), the analyst said the stock has been like a "slow and steady" performer recently. "It seems that the worst is over for the stock. If it manages to sustain above Rs 21-22 levels, then the stock is headed for significant rally," Singh stated.

#The stock of Swan Energy Ltd (Rs.624) made an intraday high of Rs.628. The value unlocking of the shares will take place after the listing of RNEL, which has the capability to manufacture war ships.

#The shares of Indowind Energy Ltd (Rs.29.99) hit the Buyer Freeze in the NSE. I have been repeatedly advocating a buy and hold in the scrip since it was around Rs.11/12.

#Paravnath Developers Ltd (Rs.12.58) is showing gradual Improvement in fundamentals. The risk taking investors can buy the scrip for short term targets of Rs.21/22.

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