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| Vodafone Idea Rebranding |
Vodafone Idea ne bahut bada news announcement kiya hai 9th september 2020 ko, is news ke hisaab se inka poora rebranding hua hai aur naya logo aur naye plan ke saath India ke teecom market me ghusne ka ye daava kar rahe hain. Lekin kahin ye naye botal me purana maal to nahin bech rahe hain? Kya hai ye rebranding ka plan? Kya ye rebranding me investors ko interested hone ki zaroorat hai? Doston interesting baat ye hai ki is news ke baat vodafone 3:15% upar jaa chuka hai already. Lekin kya ye hawa jo chal raha hai, wo Vodafone ke future ko khatre se bahar nikal paayegi? Ye samajhna bahut important hai aur isi topic ko hum address karenge video me, lekin aapko post ko poora end tak read padega aur mere blog ko subscribe karna padega.
Vodafone Idea Analysis
Doston sabse pehle is picture ko dimaag me saaf saaf bitha lijiye. Aur aapko yaad hoga ye wohi Vodaone idea hai jo pichle 3 mahino se lagataar news me hai kyun ki Indian GOvernment ki batayi hui AGR dues, jo lagbhag 58k crore INR ke ass pass hai, usko chukana iske liye ek limited timeframe me bilkul impossible hi tha. Halaaki ab tak Vodafone Idea ne total7854 crore ka payment kiya hai Govt ko, 3 kishton me. Aur is tarahka massive payout ke wajah se hi Vodafone Idea company ka financial situation bhi kaafi kharab hai. Ek independent analysis ke hisaab se Vodafone Idea ka durability score 100 se se 35 hai. Iska main reason financial instability hai. Ab samajhte hain Vodafone idea ka durability kyun kam hai kuch asaan points ke zariye:
1. 400 million subscriber raakhne waali Vodafone Idea ne pichle kuch saalon me lagbhag 100 million customer loose kiya hai.
2. Wahi same time par unke sabse bade competitor, Reliance Jio India ka Number 1 telecom operator ban huki hai 400 million subscriber ke saath.
3. BHarti Airtel ka cash flow bhi kaafi behtar jagah pe hai Vodafone Idea ke muqable mein, iska major reason ho sakta hai ke Bharti Airtel ke owner ke doosre business se aane waale funds unko liquidity provide kar rahe hai jiske wajah se wo growth aur technology me invest kar paa rahe hain.
4. Telecom business ya koi bhi business me sabse important hai quality assuarance, pichle kuh saalon me Vodafone Idea ka call quality, data coverage ke baare me hazaron comomplaints aa chuke
5. Iska saaf atlab hai ki cash strapped company apne corners achane ke liye innovations ke saath sauda kar liya tha jiska sabse zyada effect unke customer base ke loss se hua hai.
Ye saare laxn ek beemaru company ke hai jiske paas apne beemari ka ilaaj karane ke liye ;enough paisa nahi hai, upar se AGR ka udhar ka pahad sar ke upar alag se hai. Aise me ye rebranding kya naya chamak hi hai bass? Ya iske peeche kuch aur bhi substance hai? Video ka most important part ab aane walaa hai doston, video end tak dekhiye.
Kya hai Naye VI me?
Abhi kuch dino pehle game change ke taur pe aaya Supreme cour ka faisal, jiske baadhi Vodafone Idea jaise ventilator se bahar nikla hai. COurt ne Vodafone Idea aur Airtel ke paksha me ye faisla diya ke AGR dues ko staggerred tareeke se 10 saal me chuka saktehain. Ab ye bahut bada faisla tha kyun ki isse pehle Sarkar ne companies ko 3 mahine ka waqt diya tha, aur uske baad vodafone ke taraf se ye statement aaya tha ki aar 3 mahine me paisa dena hai to wo company ko band kar denge jo India ke telecome sector ke liye bada loss ho sakta tha.
Iska seedha impact aaya unke shares ke upar, aur isi wajah se VOdafone Idea ka momentum score, ek independent analysis ke hisaab se abhi 77.6% hai, jo kaafi accha hai. Ye momentum AGR verdict me rahat ke baad aaya hai. Agar ye ek positive trend hai investors ke liye to fir doosri chintajanak baat hai iska valuation scrore jo 100 me se sirf 33 hai. Iska reason hai iska PE value aur other technical pointers abhi ek mid level pe hai, jo na favor me hai na aganist hai. Matlab 50-50. To aage kya hoga aur aapko kya karna chahiye?
Investors kya karein?
Is sawall ka jawab dene se pehle kuch facts jaan lete hain
1. NUmber of FIIs /FPIs jo vdafone ke stocks ko hold kar rahe the, Unka count 22 ho gaya hai July 2020 par jo count pichle saal 256 tha.
2. Ab tak Vodafone me sabse zyada share hold karne waale Grasims ke small shareholders ne, (60% stake) Vodafone Idea se ek paisa ka munafa nahi kamaya hai aur ye i company me aur invest nahi karna chahte.
To ye hai vodafone ke rebranding ke peeche ka poora sach.isi wajah se abhi Vodafone idea ke shareholders ne company ke shares bech ke $3.4 Billion raise karneka plan kiya hai. Ye plan approved hai board se. Yehi plan hai jo Vodafone ke doobti naiyan ko bacha sakti hai. Kyun? Acche se smajhiye.
Agar vodafone ko number of customers increase karna hai, to quality of service behtar karna padega. Fir aayega Average revenue Per User ka maamla (ARPU) Jo vodafone kam se kam 300 INr karna chahti hai aur jo ab 180 INR ke aaspass hai. Matlab sochiye ki Tariff kitna badh sakta hai. Agar Jio aur Airtel ne tariff nahi badhaya to fir Vodafone ka paisa doob jayega, deby recover nahi kar payi to shareholders company ko bech denge aur doobega aapka paisa.
Aur dossri baat ye hai ki Vodafone ka ye pehla rebranding nahi hai, na Idea ka. Ye rebradning koi matlab nahi rakhta jab tak funds raise nahi hote, to agar aap Vodafone me paisa lagana chahte hain to fir news pe dhyan dijiye ki kyavodafone India recent times me koi bhi funds raise kar paa raha hai? Agar fund raise hua bhi to kitna? Uske baad dhyan rakhiye ki tariff kaise badhta hai, kyun ki tariff agar sirf Voda idea ne badhaya to that will be suicidal move. Ye dono pointers agar sahi rahe, aur agar vodafone ka cash flow bana raha, to Vodafone idea baat karne waala share hoga, warna tab tak Vodafone Idea sirf dahaad marne waala sher hain jisne bas ek naya fresh paint kiya hai, lekin uske daant abhi bhi kamzor hai market me bane rehne ke liye.
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