BUSINESS
Slash in interconnect is good for consumers, will hurt incumbent telco profits
The average revenue per user (ARPU), an important metric for telecommunication players, has been on a downward trajectory for a while now, and the entry of Jio (owned by Reliance Industries) has shaken up the industry dynamics with a series of bold offers.
BUSINESS
Poor yields from Gulf, under-investment in domestic market weigh on Jet Airways
We have a neutral stance on the company on the back of its underinvestment in the domestic market and tepid capacity expansion
MONEYCONTROL-RESEARCH
Eicher Motors – Would Ducati be a feather in the cap?
Media reports say Eicher is in the race to acquire globally recognised iconic brand Ducati. The goal is to enter the superbike (800cc -1200cc) segment by riding pillion on a strong global brand.
BUSINESS
IndiGo-Jet deal could set stage not just for consolidation, but sector turnaround
The industry seems set for further re-rating, placed as it is in a sweet spot by range-bound oil and the effects of these possible deals.
BUSINESS
Electric vehicles: how will it impact smaller auto component manufacturers?
The companies that will deal with battery manufacturing and related components, and other key components in EVs, would get their next leg of growth from the transition towards EVs.
BUSINESS
Schaeffler India: Betting big on synergies
With synergies playing out in due course, we believe that the company is well placed to capture opportunities arising in both automotive and industrial space in India.
