@Scorpio24 wrote:
Friends,
I see that there is value emerging in Bharti Infra Limited at the current market price of INR 202.
Any one tracking the counter?Reasons for being bullish
Data consumption will only go up from here, and important factor for this success will be the telecom towers.
Deals with KKR or Other PE firm (I think Brookfields) was done at a higher amount.
Pricing power will come back to telecom sooner than later, this Jio let pricing war will come to end in the next few quarters. I feel maximum of 4-6 quarters.
Please share your thoughts.
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