Monday, 24 October 2016

Re: {LONGTERMINVESTORS} Idea Cellular - Thread for discussions & sharing reports.

 CS ON IDEA : Contributors to weakness: Idea started Idea started revising voice tariff incre
CS ON IDEA : Contributors to weakness: Sept quarter seasonally weak
CS ON IDEA : Maintains Underperform; target of ₹55
CS ON IDEA : Remains cautious; to look for commentary on drivers behind weakness
CS ON IDEA : While revenue fell QoQ, costs continued to expand, led by network opex
CS ON IDEA : Would have reported (standalone) loss if not for contribution from tower biz

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