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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
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Posts: 3656
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   Posted: 08/Dec/2009 at 10:38am |
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Anyone here knowledgeable about the telecom sector (other than mobile telephony)? Specifically, about the type of business Tata Communications does? It's close to its 5-year low and maybe worth a thought.
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Vrishali
Senior Member
Joined: 12/Apr/2008
Location: India
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Posts: 190
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Posted: 09/Dec/2009 at 6:56pm |
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Tata Communications businesses are broadly divided into three categories:
I Wholesale Voice Business - consisting of International Long Distance and National Long Distance services
II Carrier and Enterprise Data Business – consisting of IPLC, ILL,
MDNS, VPN, Video Conferencing, Inmarsat, ISDN, Corporate Dial-up, TV
Uplinking, Data Center & other services
III Retail (others) Business - consisting of Internet dial-up, Broadband & Calling Cards
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"Diversification is a protection against ignorance. It makes little sense for those who know what they're doing."
- Warren Buffet
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new2investing
Groupie
Joined: 22/Sep/2009
Location: India
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Posts: 68
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Posted: 15/Feb/2010 at 6:01pm |
Airtel offers a deal to Zain telecom to buy its african operations for $10 billion
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samirarora
Senior Member
Joined: 11/Jan/2009
Location: India
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Posts: 1037
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Posted: 15/Feb/2010 at 7:40pm |
Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.
My own (very) personal opinion!
samir.
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
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Posts: 1868
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Posted: 15/Feb/2010 at 8:46pm |
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post this deal it will be difficult to evaluate Bharati due to operation being spread in so many countries.. at least small investors like us would find it difficult to get hang of what is happening in African Countries..one has to depend on management for updates, quarterly nos and analyst reports..
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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Crimsonarcher
Senior Member
Joined: 05/Oct/2006
Location: United States
Online Status: Offline
Posts: 355
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Posted: 15/Feb/2010 at 8:52am |
Originally posted by samirarora
Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.
My own (very) personal opinion!
samir. |
I've made a lot of money on Bharti and it was my first multibagger..so in a way i might be biased, but i think they have the best operating model, and would be around when consolidation happens in the indian markets. They are looking at increasing their cashflow by the buyouts and grow their market share globally and hence would have cash available to buy out indian players as and when they falter. So this is definately the best bet in the indian telecom space.
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new2investing
Groupie
Joined: 22/Sep/2009
Location: India
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Posts: 68
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Posted: 15/Feb/2010 at 10:59am |
Originally posted by Crimsonarcher
Originally posted by samirarora
Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.
My own (very) personal opinion!
samir. |
I've made a lot of money on Bharti and it was my first multibagger..so in a way i might be biased, but i think they have the best operating model, and would be around when consolidation happens in the indian markets. They are looking at increasing their cashflow by the buyouts and grow their market share globally and hence would have cash available to buy out indian players as and when they falter. So this is definately the best bet in the indian telecom space. |
But isn't the deal expensive, considered they are paying almost 9 times EBIDTA and most of these operations are making losses.
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Crimsonarcher
Senior Member
Joined: 05/Oct/2006
Location: United States
Online Status: Offline
Posts: 355
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Posted: 16/Feb/2010 at 2:24pm |
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Yeah it could be, but the thing is Zain already had rejected an offer in the same range. Its more about access to newer territories, and once consolidation happens, the strongest players have a franchise for a long time. But you never know and it could well turn out be an error in judgement at that price.
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