Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

JPM on Bharti Airtel (Investor summit takeaways)
OW, TP Rs 810
Reiterated that NSA 5G will be competitive
5G use cases will take time, but rollouts will match peers
Price-repair unfinished & tariff hikes to drive 5G monetization
3-year capex largely unchanged

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!