Vodafone Idea AGM: Birla’s Reinvention Has Moved From Rescue To Execution
The 31st AGM outlined a credible operating reset. The unresolved investment question is whether Vi can fund the network cycle fast enough to turn...
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Primer: Vodafone Idea (IDEA IN) - Aug 2026
Vodafone Idea remains in a precarious financial position, characterized by a high debt burden, persistent subscriber churn, and a significant...
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Aequitas: Jio Platforms IPO - Index Flows - Tiny Float Now, Large Impact Later
Jio Platforms is looking to raise up to US$3.2bn in its upcoming India IPO. In this note, we talk about the eventual index impact.
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Aequitas: Jio Platforms IPO - Recent Updates and Thoughts on Pricing
Jio Platforms (JPL) is looking to raise up to US$3.2bn in its upcoming India IPO. In this note, we talk about valuations.
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