Value Investing Indian Telecoms seeing interest from FB, GOOG, AMZN, MSFT

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Indian Telecoms seeing interest from FB, GOOG, AMZN, MSFT Posted: 04 Jun 2020 08:01 AM PDT The past month has been pretty interesting for the Indian Telecom Sector: Facebook Buys $5.7 Billion Stake in India's Reliance Jio Google may pick up a stake in struggling Vodafone Idea Now, Microsoft looks to grab a $2 billion stake in RIL's Jio Platforms Amazon in talks to buy $2 billion stake in Indian telco Bharti Airtel ​ Curious to know the investment rationale at play here. The possible reasons that come to my mind are: Integrating the OTT content supplier + distributor space (could work for Amazon + Airtel) Analyzing customer internet usage patterns to tailor products Access to payments data to underwrite financial products (Google + Vodafone) Getting around data localization and net neutrality laws Retail sector play - bundling internet connection + cloud products for backend data management (Microsoft's Azure products to Jio retail store owners) Would appreciate any blog posts, interviews, primers, or explanations. TIA! submitted by /u/fri13sid [link] [comments]

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