Should Airtel and Jio Worry? | Starlink Impact | CA Rachana Ranade
Published: 2025-03-13
Status:
Available
|
Analyzed
Published: 2025-03-13
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 7
Prediction
Topic
Status
The arrival of Starlink in India raises questions about its impact on Airtel and Jio's revenues, with potential for added advantage through partnerships.
"And the moment this news came up, many people were under a big question mark that whether this would hamper the revenues of Airtel Jio or would it in fact give them a kind of an added advantage of joining hands with Starlink."
Incorrect
Starlink utilizes a network of Low Earth Orbit (LEO) satellites to provide internet access.
"Starlink has done is that they use a network of LEO satellites to provide internet access."
Pending
Starlink receivers can be installed on vehicles like vans, allowing for internet access even while moving.
"No need to have this receiver only on the terratop. If you are traveling then what you can can you see this this small object? This is again a Starlink receiver. You can in fact install a Starlink receiver on a van. Of course, you'll have the Starlink router inside the van in that case. And that's how you can access Starlink's internet even when you are moving."
Correct
Starlink is an internet service provider only and does not offer traditional phone calling services.
"Please understand is Starlink a telecom company. They are not. They are not a telecom company. So, if you're talking about calling normal phone, normal phone calling, that's what is not provided by Starlink. They are only internet service providers. they are not going to give you calling service."
Correct
Starlink is expected to offer internet speeds between 50 Mbps and 200 Mbps.
"Starlink expected expected versus bharti versus reliance speed starink 50 Mbps to 200 Mbps."
Correct
Starlink's initial upfront fees are expected to be around ₹52,242, with monthly fees around $7.99-$9.99, which is significantly higher than Bharti and Jio.
"initial upfrontal fees 52,242 expected air 1,000,000 same with Jio per month fees 10,500 roughly $7.99$9.99 $6.99$9.99 and taxes and levies whatever"
Incorrect
Starlink is unlikely to attract customers from major cities due to its high cost. Its primary utility will be in areas where traditional internet infrastructure is expensive or unavailable, potentially creating a strategic advantage for Airtel and Jio in those regions.
"So I don't I don't think that People from big cities would immediately want to switch. There is no reason in fact why people would want to switch from to Jio. But then what uh what could be a positive point for a company like Jio and Eritel? Let's understand. So for example if Jio or Ael were to lay those fiber optic cables were to set up towers if that is going to be way more costly then they can you know offer Starlink's internet in those areas where internet is not available right now. Simple."
Pending
There might be additional tariffs for Starlink in India, potentially making it more expensive due to its foreign company status or other levies.
"Uh typically you know tariffs is what we call. So would there be an additional tariff but exactly what is that nature of extra tariff is is what was not mentioned in a lot of articles and that is the reason why I did not emphasize on that point but very true that there might be some additional tariffs. Okay that is the reason why it could be a heavy tax heavier tax."
Correct
Starlink's primary value addition will be in areas currently lacking internet access.
"all in all as I I hope you've understood that wherever internet is not available right now that is the places where Starlink's internet can actually really give a good value addition."
Correct
SIP contributions for 2025 have seen a negligible decline of only 2%.
"2025 SIP contributions have declined only by 2% that's nothing from 26,400 that was January figure we are at 25,999 almost 26,000 decline of 2% is negligible absolutely negligible"
Incorrect
Equity net inflows in mutual funds have declined by 26%, indicating a decrease in money invested after accounting for redemptions.
"what is a little bit of concern is equity net inflows that they have declined by 26%. Now what is this equity net inflow? Uh this this includes gross inflows minus redemptions is equal to like net inflows."
Pending
Net inflows have decreased across large-cap (6%), mid-cap (34%), and small-cap (35%) mutual funds.
"large cap net inflows also declined by 6%. Midcap net inflows have declined by 34%, small cap net inflows have decreased by 35%."
Pending
India's inflation has fallen below 4%, with February data indicating it is around 3.6%, which is lower than expected.
"India's inflation which has fell below 4%. Uh it's a good one. Feb inflation data suggests that uh inflation would be around 3 three 3.6 3.6% roughly there. That is lower than expected by the way."
Incorrect
Lower inflation increases the likelihood of an interest rate cut in India, which is expected to positively impact GDP growth.
"And if this be so uh there are great chances that we could see a rate cut come up. Uh so it'll be interesting to see rate cut in our country again always considered as positive. uh that will help boost the overall GDP growth rate also."
Correct
A recession or slowdown in US markets will negatively impact Indian markets due to the US being a dominant global market.
"If there is a recession or slowdown in uh US markets will Indian markets get hit? Yes. No second thoughts on that. See always uh you know remember US is a mother market. anything goes wrong with us, it is going to have an impact on all other markets."
Correct
Reliance Industries is considered a fundamentally strong stock with a diverse business portfolio, including oil, Reliance Retail, and Jio, with no apparent fundamental issues.
"Reliance Industries limited fundamentally very strong stock no second thoughts on that uh I I mean such such a I mean such a diverse uh business such I mean they have such a diverse business right right from uh oil related to two two big upcoming themes one reliance retail and one go I don't think there is any problem fundamentally there"
Correct
A video on CAMS, exploring interesting correlations with the market, will be released tomorrow.
"I had promised a video on CAMS and that is what I'm coming up tomorrow. So tomorrow camps video will be released. Don't forget to watch that. Very interesting video. Uh found some interesting correlations uh in that video uh between CAMS and the market."
Pending
AI tools have made it significantly easier to decode and understand daily news articles.
"Nowdays with AI decoding any news the point that you have uh how to decode daily news articles it it has become way easier than ever."
Pending
AI can explain complex news, like Starlink's satellite internet service, in simple terms, illustrating how it overcomes traditional internet limitations in remote areas.
"Imagine you're in a place where you're getting a good internet connection. Uh you're in a place where getting a good internet connection is really hard. maybe in a remote village or in mountains. I talked about tier 2, tier three cities or villages. Traditional internet services which rely on cables and towers often can't reach these areas effectively. This is where Starling comes in. Staring is a project by Elon Musk's company SpaceX that uses a network of small satellites orbiting the earth. The one that I told you low earth orbits. uh these satellites are positioned much closer to the earth than traditional ones which helps in delivering faster internet with less delay."
Pending
The Indian market has been trading in a narrow range between 22,200 and 22,500 over the past week.
"So if I were to draw last Thursday levels, I'll just magnet is on. Fantastic. So, let's say Alt J here and an alt J here. See this is where we are correct. So if you see here this is where we were last Thursday and this is where we are even today. Uh so absolutely rangebound in how many points? 22,200 at a lower level 22,500 at an upper level."
Correct
Based on Fibonacci retracement analysis, a target of 22,890 is identified, but market triggers are currently missing.
"So I really wish it can go beyond this 2500. I' I've talked last last time if you remember I had told you about the Fibonacci retracement. For those who can't remember this from this higher point to this lowest point if I were to just my mag let me switch off the magnet. So if you see here uh from the first downfall if I were to check this was a 50% retracement post which the market again corrected correct then this was the second fall that we were talking about the other day from here to here and markets again went up to almost 50% post which again it retraced ultimate fall which is happening right now the third fall which is happening and if I were to check this the 50% comes that 22,890."
Incorrect
The current sideways movement in the Indian market represents a time-wise correction, which can be boring for traders but requires patience.
"This is such flat I mean next level sideways market. So I know I mean for those who trade into the market day in and day out for them it is it is a boring market. See when market also goes down there are there are possible I mean people are at least trying to see what's wrong uh you know should should they have hedged their portfolio this that but when market is absolutely sideways it's absolutely boring right nothing is happening in the market and that's what we are facing right now and we have to be patient in such time frames uh that's that will help us to you know get out of this this is a classic example of time wise correction only sideways thing is happening."
Correct
Airtel and Jio have signed agreements with SpaceX for Starlink's services in India, pending regulatory approval.
"So first and foremost we'll try and understand the impact of uh Starlink on Aerel and Jio right now. First things first, uh I hope everyone like I mentioned right you know this that Geoplatform Bartle both have signed agreements with SpaceX and these agreements are still subject to regulatory approvals."
Incorrect
Starlink is expected to be significantly more expensive than current Airtel and Jio plans, making it unlikely for people in big cities to switch. Its primary value will be in areas with no existing internet infrastructure.
"So I don't I don't think that People from big cities would immediately want to switch. There is no reason in fact of why people would want to switch from to Jio. But then what uh what could be a positive point for a company like Jio and Eritel? Let's understand. So for example if Jio or Ael were to lay those fiber optic cables were to set up towers if that is going to be way more costly then they can you know offer Starlink's internet in those areas where internet is not available right now. Simple."
Correct
Airtel and Jio may subsidize Starlink's service to reach underserved populations, and future rate reductions are possible but uncertain. Starlink's entry is not expected to negatively impact Airtel or Jio in the near term.
"So it will be interesting to see how Airel and Jio are able to subsidize that and give it to the people for use. Question could they decrease the rates in the future? Quite possible but how are they able to achieve that again? So all these things are way early to comment on so let's see but all in all I hope you have understood that this in no way is going to hurt Airel or Jio right now."
Pending
It will be interesting to observe Elon Musk's strategy for Starlink to add value and penetrate the Indian market.
"Uh so that's what I'm telling you. It'll be interesting to see what he has in his mind and uh how are they able to you know add some value/ penetrate into the Indian markets right"
Pending
Systematic Investment Plan (SIP) contributions in mutual funds saw a negligible decline of only 2% in February 2025.
"2025 SIP contributions have declined only by 2% that's nothing from 26,400 that was January figure we are at 25,999 almost 26,000 decline of 2% is negligible absolutely negligible right"
Correct
Net inflows into actively managed equity mutual funds (excluding index funds) experienced a significant decline of 26% in February 2025.
"uh what is a little bit of concern is equity net inflows that they have declined by 26%. Now what is this equity net inflow? Uh this this includes gross inflows minus redemptions is equal to like net inflows. Okay. But this will not include something like index funds. These will be actively managed equity mutual funds. So that has declined by almost 26%."
Incorrect
Mid-cap and small-cap mutual fund net inflows saw substantial decreases of 34% and 35% respectively.
"Midcap net inflows have declined by 34%, small cap net inflows have decreased by 35%."
Unrated
India's February inflation rate fell below 4% to approximately 3.6%, increasing the likelihood of a central bank rate cut, which is considered positive for the economy.
"India's inflation which has fell below 4%. Uh it's a good one. Feb inflation data suggests that uh inflation would be around 3 three 3.6 3.6% roughly there. That is lower than expected by the way. And if this be so uh there are great chances that we could see a rate cut come up. Uh so it'll be interesting to see rate cut in our country again always considered as positive."
Correct
A recession or slowdown in the US market is expected to negatively impact Indian markets due to the US's position as a 'mother market'.
"if there is a recession or slowdown in uh US markets will Indian markets get hit? Yes. No second thoughts on that. See always uh you know remember US is a mother market. anything goes wrong with us, it is going to have an impact on all other markets."
Correct
Reliance Industries is considered fundamentally strong with a diverse business model encompassing oil, retail, and upcoming growth themes.
"Views on Reliance Industries limited fundamentally very strong stock no second thoughts on that uh I I mean such such a I mean such a diverse uh business such I mean they have such a diverse business right right from uh oil related to two two big upcoming themes one reliance retail and one go I don't think there is any problem fundamentally there"
Correct
A video on CAMS, including interesting correlations between CAMS and the market, is scheduled for release the next day.
"I had promised a video on CAMS and that is what I'm coming up tomorrow. So tomorrow camps video will be released. Don't forget to watch that. Very interesting video. Uh found some interesting correlations uh in that video uh between CAMS and the market. So it it's it's an interesting one, right?"
Pending
Plans are underway to host guests knowledgeable in technical analysis for future Thursday live streams to address viewer questions.
"I'm trying to get uh one or two people who are semi-registered and also can talk about technical analysis during our Thursday live stream we'll we'll plan for one soon so that you can ask all your technical analysis related doubts"
Pending